GREY:XEBEQ - Post by User
Comment by
Gann999on Apr 14, 2022 5:22pm
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Post# 34605314
RE:This is lunacy
RE:This is lunacyI don't think they will struggle to replace it at all. With taxing of buildings in major cities like new york that don't meet emissions requirements and carbonquest plan to capture the emissions from these buildings xebec will have plenty of carbon capture equipment that will be need to be built to go in these buildings. Lots of opportunities for carbon sequestration moving forward as it's the only way for governments to meet their targets of which now almost none are meeting.
tamaracktop wrote: Notice 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.