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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

Comment by Kronyboyon May 11, 2022 2:43pm
104 Views
Post# 34674917

RE:RE:RE:RE:RE:Earnings tomorrow - Time to buy?

RE:RE:RE:RE:RE:Earnings tomorrow - Time to buy?

Because it's not based on strong technicals or fundamentals. As Ciao has mentioned numerous times (and I'd recommend you read his posts if you only skim them, as they help defog the context of share price action re: Xbc) shorting Xebec at these levels is NOT a valuation short.

Dumbing it down, an example of a valuation short would be shorting the Newspaper industry, or some retail stores. The short playbook with respect to Xebec is based on (a) whim. The artificial nature of it has to do with the context. Allow me to explain more below.

There's a saying amongst musicians (of which, I am) - there is no right or wrong in music, only context.

What this means is that musicians have options which story to tell when composing/playing/creating music. When we hear this context, we are able to attach meaning. 

Now, what the hell does this have to do with investing? Of course, in the above musical use of the word 'context', as terminology, we are applying the word to the greater discussion of aesthetics and musicality. So what in g-d's name is my point? Read on. 

We've all heard there is a million ways to make money on the market. Shorting is certainly one of those methods.

However, once the context of this shorting activity is applied to Xebec, you can clearly see it's not being done for valuation reasons, rather, it's being done because of the context of the "Big Short's" position, and the heels they need to dig in order to not muck this up.

Again, there is no right or wrong in investing. And to suggest that the short is fundamentally wrong makes no sense, because they've made money.

So what is the context here? Well, it is likely that the Big Short has made a lot of money Shorting the stock, both realized and unrealized, but they're in a tight bind given the fact that the company's fundamentals are steadily improving, which attracts more investors and buyers. The reason for why they're shorting is detached from the normal perceived context of what Xebec is, and why it should be shorted.

So, concluding answering your question as to "why is it artificial" is because the reasons/context for doing so is inherently weak. The big short simply has more money to throw at continued shorting than retail buyers have to prop the price up to standard levels/ratios. The manipulation is being done to achieve an end, as oppsed to manipulation being the end itself.

In philosophy, whenever an agent is operating to achieve an end beyond the means, we call this a consequentialist approach - Big Short is doing this in order to trigger a consequence, an end result. The method by which they're doing so is what makes it artificial, as logic dictates that the company should stand on its own, untouched by manipulation. Therefore, manipulation generates an artificial environment.

Examples: "I can't back off now" is an artificial reason to short a stock. Contuining this line of reasoning: "If I back off now, I won't get my shares as cheap as I'd want them" is an artificial reason to short a stock. Again, when accounting for Xebec and the context of the greater investment thesis behind the stock. 

I hope this helps all sorts of people understand why long-term investors look at the share price and mostly laugh as opposed to shiver in their boots. It's stupidly out of touch of the greater context, and reality, of what Xebec is currently doing. 

filoux004 wrote: Politely why is this Artificial ie the shorts??? Long XBC Peace

 

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