RE:RE:RE:RE:Motivated window shopping I like what Xebec is doing but they are the least profitable and most expensive out of the sector currently. Significantly more expensive than ANRG on 2023/2024 earnings. ANRG is also trading at about 1x 2023 book value. ANRG has yet to shine as their 14 build/own/operate projects come online over the coming months and quarters.
Cheers
Gann999 wrote: Oh gosh where to start. Let's start with the fact that Xebec is trading below book value where anrg is trading at 2.2 book value. That's just to start us off. Xebec is on the cusp of profitability after making mistakes that led it to trading where it is mistakes that have been rectified. It has fantastic revenue growth and is signing big contracts as well as doing business with very big players. It offers multiple revenue streams from service of it's and competitors equipment, to oxygen and nitrogen generation, carbon capture equipment, exposure to renewable natural gas and hydrogen. It produced better margins last quarter than arng by a lot. It is ramping up production of their 2nd generation Biostream units which are able to be mass produced shipped and easily setup and operational in a short time frame producing rng and reducing carbon footprint. They have a partnership with carbonquest to capture emissions in buildings and put it into bricks creating a stronger product. It has a massive short interest at the moment and could be ripe for a squeeze. These are some of the reasons I am sure that I am leaving lot's out.
WealthBuilder99 wrote: I'd be curious to see a case on how/why Xebec is a better buy than ANRG
Gann999 wrote: Why you would pay anything above 4.50 is beyond me with the dismal gross margins last quarter this is going much lower. Xebec is a much better buy at the moment in this sector.
Masterbuilder wrote: In my previous posting, I suggested that $6 - $7 per share was a price range that interests me so long as there is a big volume spike and a candlestick hammer (technical indicator). I think capitulation is near and a stupid lowball bid of $6.25 could get hit if some inexperienced trader punches the "sell at market" button at a moment when there is some panic selling and little depth on the bid side of the board.
Right now the trade volume is still low, so I don't think the bottom is in yet. The shorties are not worried either. Unfortunately, I don't see any new buys from insiders either. Maybe ??? they are just cash strapped and already bought in at much higher levels? Net net, I am motivated window shopper looking for a price I just can't refuse.