FormerXBC Inc XEBEQ

Simple valuation

[Ciao]

Analysts have grouped XBC with GRN and ANRG as the closest comparables within the cleantech space of RNG.

Analysts will use EV/Rev or P/S for comparing similar companies. XBC is trading below BV so it is an interesting exercise to include it in the simple valuation below.

If you apply the average of multiples for P/S and BV used for GRN and ANRG (avail on SH) against XBC (using trailing 2021 rev of $125M) you will get a share price of about $4.18 based on P/S and $5.54 based on BV.

That's quite a discount from the current share price (analysts do have targets ranging from $3 and up). Maybe someone could explain why XBC does not deserve the same P/S multiple as GRN/ANRG or perhaps why it does not command a premium P/S multiple.

[Possibleidiot01]

Ciao i don't understand some of the comparitive valutions but from my reading I will say ANRG gets a premium valution because it is a waste handling handling system. They design and manufacture equipment for the processing and digestion of source separated organics and municipal solid wastes, including technology for the extraction and cleaning of organics from municipal

[Ciao]

PI, I was trying to illustrate if it made any sense that XBC was trading at a discounted valuation (added effect of months long shorting activity) vs the peer group of GRN / ANRG.  Perhaps XBC should be at a premium valuation given its rev growth profile, steady rev stream from cleantech, synergies among it's divisions (an ecosystem), exposure to hydrogen, and carbon capture, etc. vs. as

[ferret_ca]

xbc has a deteriorating balance sheet, and mgmt that has royally screwed up with some still in place and kurt being replaced with a new unproven mgmt. if xbc is so cheap why has there not been extensive insider buying for a long long time???? and don't give me that effin bs about blackouts  it has not been blacked out for all that time,insiders at grn have bought,   xbc has a

[tony08]

Ferret say: "xbc has a deteriorating track record" First line and already wrong..... Since q1 Xebec has been getting better and better and there is a huge consensus that q4 will be way much better than q3. Ferret say: and management that royally screwed up with some still in place and Kurt being replaced by unproven new management. Since Prhabu was replaced Kurt has been

[ZouZS3]

Ferret, No one knows the future. What we know is that GRN is down 3% since reporting great results. In fact, today, it's down 2% and Xebec is up 1.2%! You're upset and confused. Stick to your baby greenlanes, Xebec's business is too big for your little brain to understand. Why would someone be too interested in Xebec if they have ZERO position?

[filoux004]

I can predict the future...I'm a 1000 percent sure that this board tomorrow will be on fire. Enjoy the NBA and Peace

[AlwaysLong683]

If you're referring to the earnings release, that is set for Thursday March 17 at 7am before market open, so you may be wrong in your "1000 percent sure" prediction about tomorrow (March 16) - the fire may not be lit until the following day, thought this BB seems to have a lot of people posting most days....

[DueDiligence20]

Why keep quoting this filoux clown... pointless e.g. 1,000%?