FormerXBC Inc XEBEQ

A quick future look into post earnings release trading.

[ferret_ca]

all you have to do is look at what happened to ballard. 
ballard beat on revenue
ballard didn't meet ebitda expectations due to a few factors incl. increased costs , supply chain etc. 

ballard has some great products and technology along with companies like wesport and many others however, most of these companies, which have been around for a long time, simply are not able to turn consistant profits and just chew thru cash like there's no tomorrow, will xbc join this group of what seems to be perma losers of investors cash? maybe  maybe not but it will be a long road ahead for xebec to reach (if it ever does reach) sustained profitability due to increasing competition and rising costs and simply being too small to succeed, imho the only way for them to succeed is to either partner with someone with deep pockets or simply get bought out, otherwise it's going to continue to be a long struggle for xbc and it's shareholders, all jmho.

ballard has been dropping every day since it's earnings release. look for the same to happen with xbc.  revenue might beat but I sure haven't seen a lot in the way of new meaningful contracts etc. xbc's cash available will most likely have dropped a fair bit. there is no way in h ells half acre that xbc can avoid at least some supply chain issues and rising labor and transport costs. they will most likely need a financing of some kind very soon.

I just can't believe that some of you are simply looking at the probable increase in revenues and think that alone will turn xbc around, even if everything looks ok it could still drop as have many many companies recently which came out with decent quarterly results. I'm quite sure that there will be things in the earnings release that the market will not like. I'm also sure that at least some of the selling are people who simply don't want to hold thru the q results release, I know most of you won't believe this because as far as they are concerned every sell "is either a short or some alog. program manipulating the stock"

cheers and gl, you're going to need it!    ferrret

[filoux004]

Excellent comment!!! Peace

[Gann999]

The difference is ballard was overvalued going into earnings xebec is undervalued at least in my opinion. Xebec is also much much closer to profitability than ballard is. Xebec needn't worry about the competition as their products and technology is superior as shown by being validated by air liquide. Good luck with greenlane.

[Ciao]

I'm sure they understand absolute and relative valuations (BLDP trades at 45X P/S, multiple of BV not a fraction), revenue growth (BLDP was flat for the year), near term profitability (BLDP has losses from continuing operations exceeding their rev), and scaling up to sell commercial products vs trying to develop a product. If they don't perhaps investor's day will englighten them

[ferret_ca]

how about you do that same comparrison with westport?????   westport actually had some earnings, trades at less than 1x revenues,  blah blah blah  it sure is easy to tell a bull with an agenda , I used to think you were a lot smarted ciao, guess I was mistaken.  grann , you are  a total fool if you think xbc doesn't need to worry about competition. air liquid is

[filoux004]

Google 'are ferrets intelligent?'. Peace

[Gann999]

Hey ferret I don't know if you have ever noticed or not but there is competition in in virtually every sector and business that has ever been created in history. I guess Netflix should pack it in because there is crave or maybe Amazon should close shop because we have ebay. Pioneer should close all it's gas stations because you can fill up at shell. If you have a superior product it doesn&

[Ciao]

Analysts and investors should follow the rule of thumb than company comparisons should be made within the same industry. I don't follow Westport and analysts have been lumping XBC, GRN, ANRG in the same sandbox as RNG cleantech players. Which other companies that I don't follow in different industries would you want me to compare, LOL.

[ZouZS3]

Okay but Xebec still have advantages compared to other players in the sector. 1) decentralized production 2) high inventory 3) economies of scale reduces their costs already very low compared to the competition.(worst case they'll increase their prices) 4) interest rates are still very low and not going to make a big difference if rise.

[tony08]

Thank you Gann, Zou and Ciao for your posts in response to Ferret and his friend Filoux. They are so negative and they want so bad to be right that they use bad arguments by comparing Xebec and Ballard.