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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 catchascatchcanon Dec 07, 2021 5:04pm
150 Views
Post# 34208173

RE:RE:This volume is unimpressive

RE:RE:This volume is unimpressive I would tend to agree strongly.  That said, has anyone done the math on our abilty to sign a sizeable contract?  We are supply constrained, and I'm not even clear on what kind of throughput we could contract.  I deal with industrial suppliers, and fosuc is usually on quality and cost.  Lead times only come up if they're extended, and sadly when they are, it can be an instand show-stoppers.  I am being lazy, but would love to hear from someone who's done the estimated math, and can provide guidance on spare capacity.  Additionally, I do not think we'll get such news until February at the earliest.  All public companies, and most sizeable private companies, spend a lot in the final months of the year on material and equipment that is ready to ship.  In an effort to use/burn project capital, it's very common.  Conversely, their budget cycle is annual, and while they have a capital approval process for the following year, AFEs are required prior to project initiation.  The AFE serves as the final gate, and development and approval does take time.  For that reason, I do not anticipate any big orders until well into Q1 2022.  I of course hope to be incorrect.

filoux004 wrote: Must agree with TT this pathetic, the only way to get out the penalty box state of mind is a substantial contract. End of story. Long 7000 shares as of today new cost base under 3$. Gday


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