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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 > The only thing we have to fear is fear itself
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Post by Winston1 on Jun 12, 2022 12:05pm

The only thing we have to fear is fear itself

As the great Franklin D. Roosevelt said in his 1933 inaugural address at the depth of the Great Depression, "the only thing we have to fear is fear itself." During the Great Depression everyone thought life would never return back to normal, but it did. During the 1987 flash crash, the 2000 dot com meltdown, the 2008 financial crisis, and the March 2020 Covid crash everyone thought life would never return back to normal, but it did, more or less. Now in 2022 everyone fears sky high inflation, rising interest rates and a recession. Don't worry about it, this too shall pass and life will return back to normal. A deep recession will cure sky high inflation and sky high gas and food prices. The fed will likely keep raising rates until we get into a recession, but then they'll start cutting rates to get us out of a recession. Take the long view, it's not any different this time. The world is not ending and things will eventually get back to normal.
Comment by Gann999 on Jun 12, 2022 12:37pm
Just saying the stock market will rebound after it all passes isn't really a great investment strategy to have as it's not a one size fits all answer for every investment it's just a general idea of what a well diversified investor should do in a market downturn. Companies go bankrupt in recessions and you should always keep your eye on what's happening and adjust your investments ...more  
Comment by Winston1 on Jun 12, 2022 1:07pm
That's true, but Xebec is not a highly leveraged deeply indebted company with over $1 billion in debt like some other companies out there. I believe they can survive a deep recession lasting 1-2 years, whereas many other companies won't. They'll get a sufficient amount of debt financing plus government grants to last them until the good times start rolling again.   
Comment by Gann999 on Jun 12, 2022 1:14pm
Hope you are correct truly I do. My other issue with what you said is using 350 m in 2024 and a 2 times sales as a benchmark without considering any other factors like what their debt and cash levels will be at that same time and if that would warrant a 2 times sales valuation. Also are they making money yet at 350 m revenue or still losing it. We can't just tout revenue with little to not ...more  
Comment by Winston1 on Jun 12, 2022 1:28pm
Yes, nobody knows what the future will hold, I'm just using a simplistic thought exercise for entertainment purposes only. If you're not entertained I'll issue you a refund. 
Comment by tony08 on Jun 12, 2022 12:43pm
Agree with you Winston, however there is something that really scares me, it's global warming, and it will never come back like before.....Our children and grandchildren will have to adapt....   The only positive thing with this is that it should benefit Xebec
Comment by Winston1 on Jun 12, 2022 1:10pm
Humanity will adapt, even if we have to become extremophiles. 
Comment by ZouZS3 on Jun 12, 2022 1:19pm
Ray Dalio said he expects central banks around the world to start cutting interest rates by 2024 as stagflation hits the global economy. The billionaire investor said he expects a period of sustained inflation to harm US markets to such an extent that theFederal Reserveis forced to start slashing rates before the 2024 election
Comment by Winston1 on Jun 12, 2022 1:32pm
That I believe. The fed will keep raising rates and continue QT until a recession hits, then they'll reverse course, start cutting rates and start QE again, and the cycle continues ad infitinitum.
Comment by Winston1 on Jun 12, 2022 1:33pm
*ad infinitum
Comment by Gann999 on Jun 12, 2022 2:03pm
They don't want to intentionally cause a recession it's a delicate balancing act they may cause one but not intentionally they will do what they can to avoid one.
Comment by AlwaysLong683 on Jun 13, 2022 1:24am
Not saying that what will take place in the future will be nearly as bad as the Great Depression or the 2007-2008 Financial Crisis, or that XBC is doomed if interest rates and inflation continue to rise, but, courtesy of Investopedia: The Stock Market During the Great Depression: The crash began on Oct. 24, 1929, known as "Black Thursday," when the market opened 11% lower than the ...more  
Comment by tony08 on Jun 13, 2022 10:05am
Not saying that what will take place in the future will be nearly as bad as the Great Depression or the 2007-2008 Financial Crisis, or that XBC is doomed if interest rates and inflation continue to rise, but, courtesy of Investopedia: The Stock Market During the Great Depression: The crash began on Oct. 24, 1929, known as "Black Thursday," when the market opened 11% lower than the ...more