GREY:XEBEQ - Post by User
Comment by
Ciaoon Mar 29, 2022 8:20am
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Post# 34554632
RE:RE:great news and strategy !
RE:RE:great news and strategy !The guidance looks like a "safe" base case. The telltale IMHO is the projected 100 BGX units by 2024.
They've learned their lesson on how and when to provide guidance and as noted by Jim, avoiding it when supply chain and Covid can disrupt the business. Providing guidance for 2024 is brilliant, and this base case still calls for 40% CAGR from 2021 rev. It also emphasizes that an emerging growth company like XBC should be looked as an evolving business.
This base case gives some info for investors and analysts to adjust expectations as they see changes to the business such as contract wins, or acqusitions in complimentary businesses, etc.
Airbud wrote: So much for not providing guidance...the analysts must be frothing at the mouth this morning. Somebody did their homework for them for the next 3 years...can't wait to see how they spin this as negative or "neutral".