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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 > Yes as much as we like to celebrate
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Post by catchascatchcan on Jun 18, 2021 10:51am

Yes as much as we like to celebrate

The few quick green snaps we've experienced, the chart is plain ugly.  We are a broken story and will be a good year rebuilding at a minimum.  All the banter about the unreasonable or unfair disconnect between XBC and FCEL or PLUG et al is white noise, full stop.  We are not them, and we will not be valued as such re multiples.  Imagine a beautiful person sitting in front of a mirror lamenting that they are superior to the top starlet in every way, and telling themselves it's just a matter of time before their noticed lol.  There are a million Nike quality sneakers, but few can charge Nike prices.  And that's OK!  We can success in our lane and grow to be very profitable and respectable in market cap.  But we will never be the face of green energy on a NA scale.  Sorry about the rant, but people need to have reasonable expectations and stop measuring ourselves against the neighbours.  We are not the Johnses;). But we are beautiful.  GLTA
Comment by Newtrader1982 on Jun 18, 2021 11:09am
yes I agree comparing xbc to fcel, plug and bldp is a pointless exercise. It's like comparing Amazon to ebay. The other companies have much larger cashpiles backing their operations which I think is mainly why they are valued so much higher they can afford to lose money for years as they build up their business.
Comment by tamaracktop on Jun 18, 2021 12:56pm
From Ciao's post about Raymond James: 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 cleantech and industrial gas peers (see Exhibit 1) at an average of ~11.0x" I wasn't suggesting a comparison to Plug or Ballard directly ...more  
Comment by Newtrader1982 on Jun 18, 2021 1:16pm
I know that no amount of watching and wishing will change anything the market is gonna do what it's gonna do nothing we say here is going to change that. The people investing in plug, fcel and bldp are doing so on the belief that hydrogen is the future of green energy and the revenues that they are seeing now is irrelevant because if the hydrogen market is going to be as big as they say then ...more  
Comment by catchascatchcan on Jun 18, 2021 2:48pm
I agree 100% TT
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