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Bullboard - Stock Discussion Forum 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,... see more

GREY:XEBEQ - Post Discussion

FormerXBC Inc > Run the Numbers
View:
Post by ZouZS3 on May 14, 2021 9:21pm

Run the Numbers

So as I said, 1 every 5 weeks at the moment expanding to 2 by August, and then to 4 early next year. That means that this year we'll have a capacity of about 10 -- 10 to 12 Biostream's and next year capacity will be in the 40 range, so 35 to 40 Biostream's. Those Biostream's depending on the configuration have a price between $1.5 million and $1.7 million. So that gives you an idea of the revenue we intending to push there.
Comment by catchascatchcan on May 15, 2021 12:10pm
It sounds promising on the capacity side, but we have to remember we need buyers.  The backlog had best grow in tandem with capacity, otherwise our ability to manufacture will go unused.  It's a bit of a TAM argument.  While it's exciting, it's akin to counting eggs before they hatch.  Definitely encouraging, but be cautious about insights into revenue as the ...more  
Comment by ZouZS3 on May 15, 2021 12:57pm
35 biostreams next year sold at an avg price of 1.6 million is at least 56 million in sales just for biostreams. That's 14 million per quarter.
Comment by Newtrader1982 on May 15, 2021 1:09pm
how are coming to 35 if in August they only plan to be able to make 2 per month if executed that would only allow for 24 to be built in 2022.
Comment by ZouZS3 on May 15, 2021 1:18pm
They are buying 5 companies this year. They are loaded! COO will make it happen. Believe it or not it's Too big to fail. COO by June ? COO next week. How much u expect next Q? What's left divided by 3. Haha like a boss!
Comment by Zipolitemexico on May 15, 2021 3:50pm
They are ramping up to one per week by January 2022
Comment by Newtrader1982 on May 15, 2021 4:25pm
thanks for the clarification sounds good to me hopefully they can actually ramp up production that fast.
Comment by Zipolitemexico on May 15, 2021 5:00pm
They are adopting a Centers of Excellence approach. At its core, the main purpose of a CoE is to define and develop standards and best practices. This is done through process standardization and simplification, development of repeatable/improvable process, focus on becoming subject matter experts, focused training and constantly measuring performance and deploying continual improvement activities ...more  
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