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FormerXBC Inc XEBEQ

Xebec Adsorption Inc designs, engineers, and manufactures products that are used for purification, separation, dehydration, and filtration equipment for gases and compressed air. The company operates in three reportable segments: Systems, Corporate and other, and Support. Its product lines are natural gas dryers for natural gas refueling stations, compressed gas filtration, biogas purification, associated gas, engineering services, and air dryers. The company's geographical segments are United States, Canada, China, Other, Korea, Italy, and France.


GREY:XEBEQ - Post by User

Post by tamaracktopon Nov 06, 2021 12:02pm
321 Views
Post# 34095785

Not worried about Q3

Not worried about Q3For what it's worth, if anything, my take is that the market's reaction to the numbers will be either muted, or highly positive.
Very likely not negative.
Of course, that will depend on where the stock closes on Wednesday.

My rationale for this conclusion is as follows:

We all remember March 12th, when Xebec announced its distastrous guidance revision.
Xebec lost 31% that day to close at $5.46 on 9.5 million shares.

Here's my point;

On march 25th, the actual numbers were announced.

Xebec reported revenues of $6.4 million for the quarter.
As well, Xebec reported a quarterly net loss of $28.3 million, and a gross operating margin of -178%

Xebec shares traded as low as $4.00 that day, and closed at $4.38 on 4.6 million shares.

Did you know that on April 5th, only 7 trading days after reporting a $28 million loss and margins of negative 178%, Xebec traded as high as $5.49, and closed at $5.22..

It traded at $5.49 AFTER reporting Q4.
The market looks ahead.
History is history.

I'm sure Xebec will report much better numbers this go-round.
As well, there has been lots of positive developments since then.

The market will focus on the operating margins, and the pace of their improvement.

The bar has been set very very low.

I have no idea if Xebec will report an operating profit, but it could be close.

How will the market react if they do?
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