GREY:XEBEQ - Post by User
Post by
tamaracktopon Mar 30, 2022 5:10pm
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Post# 34560635
From Whognu's reprint of some analyst's report...
From Whognu's reprint of some analyst's report..."In our view, management's three-year plan is ambitious and not without risks."
"Our view" is the analysts view. "There is also execution risk, in our view. Manufacturing CO2 reciprocating compression packages is a new market for Xebec,"
It's a pretty good bet that Xebec knows more about manufacturing CO2 reciprocating compression packages than some stock analyst.
And finally..
"Recall, when this facility was acquired last November management's
plan was to use it to build 150-190 containerized Biostream and Hy.GEN hydrogen units. Now they want to add 51 CO2 reciprocating compression packages. We hope to get more details during today's investor day on how this will work."
This guy wrote his research report Tuesday morning before the presentations???
During the presentation, Mike Munro stated very clearly, and I quote him verbatim...
"We're going to be able to supply those 51 compressors using only 3 bays at the back."
This analyst couldn't wait 8 hours before writing his report?
Clearly he had an agenda.
He produced his updated research only hours before anyone at Xebec had even opened
their mouths?
He knew what he was going to write before even listening to what they had to say?
He should be fired immediately.
His research is worthless.