FormerXBC Inc XEBEQ

Industrials

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.

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FormerXBC Inc > The shorts are running out of time and space

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Comment by Gann999on Nov 25, 2021 9:42pm

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Post# 34167272

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:The shorts are running out of time and space

Ok I will concede that there are things that can happen beyond xebec's control that would cause a guidance miss. Looking at it objectively though that we were halfway through q4 when the company stated the guidance the likelihood of a miss is very slim at best and I don't think that is being naive. The only gamble here is wether or not a company making 120 plus million a year and growing and on the cusp of profitability is only deserving of a 450 million dollar market cap or not.

AlexDonovan wrote: This is just painfully naive. Setting aside the obvious strawmans, you are assuming hitting guidance is 100% within his control.

As we saw 8 months ago, anything can happen. I'm not saying he will miss, I'm saying that's what markets are pricing in.

Or maybe markets are pricing in a hit but lower revenues/earnings thereafter than you are, I don't know. But obviously there are price makers who have a different view than yours and I believe trying to understand that is valuable and can inform your investment strategy.

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