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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 Gann999on Feb 15, 2022 9:00am
98 Views
Post# 34429310

RE:RE:RE:RE:RE:RE:RE:What a stupid comment to make.

RE:RE:RE:RE:RE:RE:RE:What a stupid comment to make.Just because they haven't announced another 40 million order in Biostream doesn't mean they haven't sold any more additional units. I agree there is a lack of large orders coming in but I think they have more than enough work to keep them busy right now and who knows a follow up order could be in the works once they have delivered on most of the first order.
babedinkleman wrote: There is no doubt that capacity-wise it's possible.  That isn't the concern.  High revenues like 2021 had eat up backlog like you wouldn't believe.  Where is this hundreds of millions in backlog is coming from?  They haven't announce anything new that's even remotely large in 6 months. 
Gann999 wrote: Absolutely 200 million in possible 45 million a quarter moving forward puts them at 180 and to think there will be no growth with the additional capacity added by uec is not fully operational is not realistic.
babedinkleman wrote:
Marcello wrote: I'm sorry to all of you my vision is not on double digit SP, but TRIPLE DIGIT SP and a 3%+ dividend in under 5 years.

Posts like this scare me almost as much as reading about more than one poster having 100% of their portfolio in this stock .....and said portfolio not being $50k or less.  It takes all kinds I suppose.
As for the next earnings release....TT try not to build up the anticipation too much.....it's not like there will likely be any big upside surprises....the only question is if they disappoint or not.  I'm guessing if they don't disappoint the stock might even get back above 2 bucks for a period.
Gann....do you really believe that $200 million in revenue for 2022 is even remotely possible at this point?  I'm thinking they'll be lucky to break $120 million....purely a guess based on lack of any significant new contract announcements.  Their backlog may be disturbingly low.  I'm wondering if they will even be willing to clarify how much concrete backlog there is at this point.  Thoughts?
 






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