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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

Post by tamaracktopon Apr 14, 2022 8:16am
323 Views
Post# 34603043

This is lunacy

This is lunacyNotice how the analysts are inventing problems that haven't yet arisen to explain their pathetic targets.

Some of them are expressing negative views pointing to difficulties Xebec might have replacing the revenues generated by this recent contract when its fulfilled.

It's as if they're saying this contract is actually bad news for Xebec, like the company would have been better off without it.

Don't laugh. It's true.

That Cannacord analyst is a genius. What an insightful opening sentence!...

  “We believe Xebec is well positioned to benefit from the increased demand for renewable gases that we see evolving from the energy transition,” 

I had never thought of that.

Execution problems?

The Denver facility is smack dab in the geographic center of the United States, and the production of these standardized compression cylinders to fulfill the contract can be accomplished using only 3 bays.

This analyst completely contradicts himself by first pointing out that Xebec is a renewable gas company and then assigning it an EV/S multiple in line with industrial gas companies.

What?

The only analyst that has it halfway together is the National Bank analyst.

It's no coincidence that his new target is exactly 50% higher than the current stock price.

You can bet his personal target is much higher than the one the bank allowed him to put in writing.
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