FormerXBC Inc XEBEQ

The tone has changed, but the market hasn't noticed yet

[tamaracktop]

The market is acting tone-deaf

In fact the whole tune has changed.

It's a  different song now.

Since that terrible day on March 12th 2021, Xebec has shown lackluster execution. It has morphed since then. 

Like a pupating larvae it's emerging a butterfly.

There's a new conductor at the orchestra and I like what i'm seeing.

Hearing.

For two years Kurt espoused the benefits that would follow the transition to standardization.

Those days are here.

Biostream has been tweaked into a second generation product that will be sold out of tightly-managed inventory.

Biostream won't be sold at a loss.

Cost overruns caused by ill-advised quotes are a thing of the past.

Cost cuts, as painful as they may be, have started in earnest and will continue.

Recurring revenues are healthy and getting healthier.

The market's only concern is the balance sheet.

Xebec will announce something in the next couple of months that will address this issue, and much like the burden of legacy losses., it will be a problem solved quite literally overnight when it is announced.

I wouldn't worry about dilution too much.

Xebec has grown their revenues from $14.75 million to $122.9 million in 4 years, and has grossed
$84.8 at the half-way point this year.

Does anyone here actually think the company is going to have difficulty getting financing?

It's a whole new tune now and soon enough the market will hear it.