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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 > Dumb Question - natural gas security of supply
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Post by stockrook86 on Aug 08, 2022 10:42pm

Dumb Question - natural gas security of supply

Relatively new xebec investor nibbled into a small position and doing due diligence before maybe buying more.

I see a lot of comments here around the renewable sector and sector problems with solar, etc. However, focusing on renewable gas should xebecs products be getting a boost from the new concerns of natural gas supply security.

germany is desperately trying to get off Russian natural gas and is at risk of gas rationing. Just wondering if this is a tailwind for the company, or not really applicable for their products.

thanks for any feedback
Comment by tony08 on Aug 09, 2022 9:03am
I may be wrong but in my opinion.......Indirectly yes this represents a tailwind of course, but it's certainly not Xebec that will replace the loss of natural gas coming from Russia. Above all it's the fact that Germany is one of the most polluting countries in the world and that they will need companies like Xebec to lower their CO2 emissions footprint. We must not forget that Xebec is ...more  
Comment by ZouZS3 on Aug 09, 2022 8:05pm
Europe, the Russian-Ukraine conflict continues to impact energy markets and is widely expected to accelerate the pace of growth of biomethane projects. Earlier in 2022, the European Commission published the "Joint European Action for more affordable, secure and sustainable energy" ("REPowerEU") with the goal of establishing energy independence from Russian fossil fuels. The ...more  
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