RE:Please message each other...and here I thought the kronybyatch had it's own bb but here it is showing just how tight it's binders are truely glued on, what a piece of work, to say the least, coluld this be a relative of the titanic???, lol.
I agree mostly with whognu's take on when to buy , growing revenues is fine and they are doing that but for me they need to show they can make money doing it ( just saying they will doesn't do it for me after their miscues, seems good enough for the kronyb's of the world, lol), also disagree that mgmt is good, they have a lot to prove imho.
a possible few negative things to ponder for the coming q that could push the s/p down to $2 ( and these reasons are why when someone started the where will s/p be in 6months I said closer to 2 than 3, which is all I said on that post but was accosted for bashing, lmfao, tff, haaa but to be expected on this bb)
1. I suspect their supply chain issues are far from over ( I also suspect xbc may be hesitant to say much about it as the last time it triggered a sell off)
2. I think they are a ways off from making a profit, and when and if they do I think margins will be very low as there will be a fair amount of competition from other companies and technologies.
3. this sector is very out of favor after an incredible unsustainable run that created huge over valuation, the blinders on cult here say xbc is undervalued where it is now and expect it to get back to where it was.I say nope, it's not undervalued here, it's getting closer to full value though. where they are valued from here comes down to good execution, something I think they haven't quite figured out yet,maybe they will maybe they won't. they are a small company spread all over the planet now. this will be costly in the short to medium term. back to the out of favor sector, when the sector does turn up, all boats will float but xbc may not float as well if they haven't executed.
it was obvious to some of us that this that xbc was in trouble way back at 11/sh and became more profound working down to 9 ish. all stocks in this sector got pounded but very few cos had the miscues xbc has had which will make the turnaround slower and more difficult imho.
my 6 mo guess is still closer to 2 than 3. haha
cheers and gl ferret