GREY:XEBEQ - Post by User
Comment by
catchascatchcanon Oct 13, 2021 5:41pm
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Post# 34003045
RE:Looks like the Hydrogen sector is heating up again
RE:Looks like the Hydrogen sector is heating up againYes, looks like some money and excitement coming back to PLUG et al. I am there as well, so great to see, but have a much bigger position in XBC. I think where we're challenged is that XBC is not viewed as a hydrogen play. If someone had to pick, I think they'd label us an RNG play with hydrogen and compressed gas exposure. While it's great to be diversified, perhaps that's part of our problem. Maybe we've turned ourselves into a bit of a jack of all trades, master of none? We have a reputational problem for certain, but we may also have an identity crisis as well. I say this, as you are definitely spot on that the hydrogen names have bounced definitely this past week, and we have shed value. Just thoughts.
Winston1 wrote: ...and a rising tide lifts all boats. Xebec will follow in the footsteps of its larger market cap sector siblings shortly. It looks like the elevator has reached the bottom floor, and we're now tasked with climbing the stairs back up. I hope you've been hitting the gym to increase your stamina because over the next few months we have many flights of stairs to climb.