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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 > This is lunacy
View:
Post by tamaracktop on Apr 14, 2022 8:16am

This is lunacy

Notice how the analysts are inventing problems that haven't yet arisen to explain their pathetic targets.

Some of them are expressing negative views pointing to difficulties Xebec might have replacing the revenues generated by this recent contract when its fulfilled.

It's as if they're saying this contract is actually bad news for Xebec, like the company would have been better off without it.

Don't laugh. It's true.

That Cannacord analyst is a genius. What an insightful opening sentence!...

  “We believe Xebec is well positioned to benefit from the increased demand for renewable gases that we see evolving from the energy transition,” 

I had never thought of that.

Execution problems?

The Denver facility is smack dab in the geographic center of the United States, and the production of these standardized compression cylinders to fulfill the contract can be accomplished using only 3 bays.

This analyst completely contradicts himself by first pointing out that Xebec is a renewable gas company and then assigning it an EV/S multiple in line with industrial gas companies.

What?

The only analyst that has it halfway together is the National Bank analyst.

It's no coincidence that his new target is exactly 50% higher than the current stock price.

You can bet his personal target is much higher than the one the bank allowed him to put in writing.
Comment by tamaracktop on Apr 14, 2022 8:27am
It doesn't matter what analysts say, the market is going to make them look like idiots. The market is the best analyst of all, and the market couldn't care less about "analyst targets" Poor Aaron at Td. He revised his target from $6.50 to $17.50 in 3 1/2 months, and then to $2.50 14 months later. Aaron is running around like a chicken with its head cut off.
Comment by Gann999 on Apr 14, 2022 5:22pm
I don't think they will struggle to replace it at all. With taxing of buildings in major cities like new york that don't meet emissions requirements and carbonquest plan to capture the emissions from these buildings xebec will have plenty of carbon capture equipment that will be need to be built to go in these buildings. Lots of opportunities for carbon sequestration moving forward as it ...more  
Comment by LongoGlueStick on Oct 15, 2022 5:20pm
This is an example of the cr@p that Scamaracktop wrote on a daily basis. The Denver facility is probably a disaster. National Bank is the institution that wanted their money back from the loan, thus forcing CCAA. In this post, Scamaracktop makes it seem like the National Bank analyst Knows what he is talking about.
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