Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.

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 > RJ quantifies the penalty box
View:
Post by Ciao on Jun 16, 2021 4:40pm

RJ quantifies the penalty box

In a nutshell a 50% haircut on the valuation:

VALUATION
Our $5.50/share price target is based on an ~5.5x 2022E EV/sales, a discount to clean tech and
industrial gas peers (see Exhibit 1) at an average of ~11.0x

Interesting times...
Comment by tamaracktop on Jun 17, 2021 2:15pm
Right now its trading at 5.4 times the mid range of guidance. RJ sees 2022 revenues of $153 million?
Comment by tamaracktop on Jun 17, 2021 2:34pm
That doesn't make a whole lot of sense to me. In other words they don't expect any multiple expansion towards the industry average over the next year, and if Xebec wasn't in the penalty box their target would be $11.00.
Comment by tamaracktop on Jun 17, 2021 2:55pm
Why should Xebec be any more penalized by their peers anyway. Their peers have disappointed as much if not more! FuelCell numbers were a disaster, Plug had negative revenues, and Ballard's annual revenues were down double digits. Xebec's were up 17%. ( going from memory). This guy's argument is seriously inherently flawed.
The Market Update
{{currentVideo.title}} {{currentVideo.relativeTime}}
< Previous bulletin
Next bulletin >

At the Bell logo
A daily snapshot of everything
from market open to close.

{{currentVideo.companyName}}
{{currentVideo.intervieweeName}}{{currentVideo.intervieweeTitle}}
< Previous
Next >
Dealroom for high-potential pre-IPO opportunities