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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 Jun 12, 2022 2:35pm
210 Views
Post# 34750229

Posted before I finished... writing and checking spelling

Posted before I finished... writing and checking spellingXebec was the 16th biggest percentage loser on Friday, well behind Pyrogenesis at #2, and just behind Shopify at #15.

Shopify is only down 5.3% in 2 weeks and trades at 4.6 X B/V now.

Pyrogenesis is down 11.5% and is trading at 12.3 times book.

I mention Pyrogenessis because many here own it.

I mention Shopify to underscore the premiums to book value many stocks still trade at despite their
recent slaughter.

Shopify is down 80% from the year high, and still trades at 4.6 times book.

Pyrogenesis is down 66% from the year high and trades at 12.1 X book.

Greenlane is down 55% and trades at 2.36 times book.

Xebec is down 82% and trades at 0.45 times book value.

At Greenlane's P/B multiple Xebec would be at $4.40.

Xebec has tremendous top-line growth and is assured over $220 million this year, 
showing yoy revenue growth of at least 75%.

Xebec faces the same inflationary pressures on costs that every other company does as well.

It shows peerless top-line growth, but has nevertheless been over-punished in relation to other companies' valuations.



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