Opinions James Telfser
Xebec AdsorptionXBC.TOWATCHFeb 17, 2021
Stock price when the opinion was issued
As of Sep 28, 2022. Market Open.
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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They announced a very nice contract. There was a MOU that was announced in March though, so investors had a heads up. The time frame was not disclosed. Sales estimates for 2022 were just under $200M, though there was some impact from previous announcements in the forecast. Unlock Premium - Try 5i Free
Stockchase InsightsBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock has sold off dramatically and likely has good potential from current levels. Management is still in the penalty box due to the reporting issue but this is priced in already. ESG is a tailwind. Investors seem to be liking the 3 year strategic plan that management announced. Unlock Premium - Try 5i Free
Stockchase InsightsBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The quarter showed improvement with revenues beating estimates at $46M. EPS was 2 cents, which was also better than expected. Net losses and gross margins also improved. Good results overall that will reassure investors. Unlock Premium - Try 5i Free
Stockchase InsightsBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The estimates for the next report is $43.7M in sales. They need to show improving margins and more contracts for the momentum to turn. Cash has gone down, so cash flow is important. Capital raise would be a worry. Needs a strategic review to turn it around probably. Unlock Premium - Try 5i Free
Stockchase InsightsBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Certainly lower risk now at these prices. However, would wait for better news and improvements on fundamentals. Hard to call the bottom and sentiment could continue to be negative. Trading at 1.7x sales, which is below pandemic pows. Would wait for more positive momentum. Unlock Premium - Try 5i Free
Stockchase Insights
Jamie Murray 
A very interesting name. Last year, this company was practically unknown. It benefits from trends in recycled nat gas, ESG, and hydrogen. The challenge is executing their big plans and ideas. However, he has been wrong in the past and has watched this run up from $2.50. The rise has been phenomenal. In his view the stock got ahead of itself but raised equity capital to build out business lines. The rising stock price is good since it allows them to reinvest capital and execute. A great story but the price is not right for him even with the pullback. Will probably grow into its valuation in the coming years.