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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

Comment by Kronyboyon Nov 11, 2021 1:31pm
142 Views
Post# 34115855

RE:RE:RE:RE:Renewable Enthusiasm

RE:RE:RE:RE:Renewable Enthusiasm

I think that's a conservative but not far-fetched assessment. All I can say is that if we go into $2's again, tens of thousands of shares are being purchased by many people in our group. This quarter as turned me into a stronger bull than before; I was worried when I saw 26.7m, but after processing the results I firmly believe XBC is in the strongest place it has ever been.

catchascatchcan wrote: The market looks a bit deeper than a headline, and next quarters revenue bump is at the expense of this quarter.  If we do have a solid top line number, then it won't be indicative of an annual run-rate, but more an emphasis of our lumpy output.  We should expect another 2-3 quarters of lumpy, until we have processing up and running, and a steady stream of Biostreams coming out the back end of the sausage maker.  We now have a plan in place, and I would agree appear to be turning the quarter on execution.  It's going to be a long road, and my previous comments re a 12-18 month recover post crash, now appears to be 24 months.  Manufacturing is a slow grind, and this isn't a quick turn ship.  Retrofitting factories, locking down contracts, and right-sizing production to hit consistent quarters is going to take a lot more heavy lifting yet.  Add in the logistics landscape and we're another 12 months out from Nirvana (fingers crossed).  In the meantime, as mentioned, I think we're straight back into $2 pergatory.  Close your eyes for another couple of quarters min.


 

Kronyboy wrote:

I'm surprised I didn't think of that! That would make a lot of sense with respect to q4 2020 vs q4 2021. I would imagine a 50m quarter would produce a very positive psychological impact, as this nears the numbers of all of 2020's revenue.

 

Gann999 wrote:
Seems like they are intentionally setting this up for fireworks in q4 because they know it will be compared to last year's q4 will be hard to ignore the improvements.

 

 





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