XBC.V - Xebec Adsorption Inc


Breakout technique je crois. Il y avait beaucoup d’accumulation au cours des dernières semaines et plus grand chose à vendre quand je regardais la profondeur du marché ces derniers jours.

Fondamentalement, le gaz naturel renouvelable est un sujet d’actualité de plus en plus. Selon moi les énergies renouvelables représentent une opportunité majeure qui pourrait s’étendre sur des décennies. Xebec est un excellent moyen de jouer cette tendance et il semble que des gens viennent de s’en rendre compte. :slight_smile:


Haha, dis le moi la prochaine fois que tu te débarasse d’une action, j’en acheterai :slight_smile:


Finalement la hausse semble être causée par une mention sur BNN: https://www.bnnbloomberg.ca/market-call/robert-mcwhirter-discusses-xebec-adsorption~1613252 (à partir de 1m15)


Article sur Xebec sur Cantech letter
Xebec Adsorption has world-beating technology, this portfolio manager says



“Xebec (XBC-V, Buy) – With the recent strong move in the stock price Analyst Ahmad Shaath is confident there is still ~75% upside from here. Taking a comparison to Hydrogenics (HYG-T, Not Rated) which recently received a 20% equity investment from the French company Airliquid at a 2.3x trailing sales multiple. If we compare the two… both are currently running ~$30-$40M in revenues and ramping to $50M this year. Hydrogenics generated ($9M) in EBITDA in 2018… forecasting to do ($3M) in 2019 and forecasting to break even in 2020. Contrast to XBC which set to generate $5M in EBITDA this year. Hydrogenics has a $160M market cap vs XBC’s $65M despite its similar revenue profile, much healthier macro exposure (Natural Gas market > Hydrogen) and stronger profitability. We are forecasting over the next 3 years a Revenue CAGR of 51%, EBITDA CAGR of 61% and EPS growth of 300%. With simple math using the 2.3x multiple that Airliquid used to invest in Hydrogenics XBC would be a $2 stock.”


Haut de 52 semaines également pour Xebec


Chart Porn :heart_eyes:


En effet, tres beau graph


C’est une annonce très importante que la Chine vient d’annoncer: https://www.enerdata.net/publications/daily-energy-news/china-intends-use-biogas-replace-coal-rural-areas.html

Publiera une mise à jour plus tard sur l’avenir de cette opportunité sur le marché pour Xebec. La Chine est en train de devenir le plus grand marché RNG au monde …


Beacon Securities Comments on Xebec Adsorption Inc.’s FY2019 Earnings (XBC)
Xebec Adsorption Inc. (CVE:XBC) – Investment analysts at Beacon Securities lifted their FY2019 earnings per share (EPS) estimates for shares of Xebec Adsorption in a research report issued to clients and investors on Thursday, February 28th. Beacon Securities analyst A. Shaath now expects that the company will post earnings per share of $0.08 for the year, up from their previous estimate of $0.07. Beacon Securities currently has a “Buy” rating on the stock. Beacon Securities also issued estimates for Xebec Adsorption’s FY2020 earnings at $0.13 EPS.


Xebec will be presenting and answering questions from investors at the second annual LD Micro Virtual Conference on Tuesday, March 12th at 1:40 PM EST. You can access the presentation at the following link: https://bit.ly/2H7MN69



Xebec Receives Another Significant Order in Italy

Landfill Gas to RNG System

MONTREAL, March 12, 2019 (GLOBE NEWSWIRE) – Xebec Adsorption Inc. (TSXV: XBC) (OTC: XEBEF) (FRANKFURT: XB6) (“Xebec”), a global provider of renewable gas solutions has signed a CDN$6+ million contract for a landfill biogas upgrading plant in Italy, to be delivered in late 2019. Fully operational, it will produce ~5 million m3 of carbon neutral Renewable Natural Gas (RNG) annually, replacing the equivalent of approx. 5 million liters of diesel fuel.

Similar RNG projects are developing throughout the EU, driven by both environmental regulations and government incentives. The Italian Government recently set aside Euro 4.7 billion (CDN$7.4 billion) in incentives to aid large gas consumers as well as incentives for biomethane in transport. Since then, Italy’s gas operator, SNAM, has received more than 800 requests from potential biomethane producers to connect their upcoming biomethane production sites to the existing gas grid, indicating a market size for biogas upgrading equipment in excess of CDN$ 1.5 billion over the next 3 to 5 years.

The Landfill Gas-to-Energy market is undergoing a fundamental change, in as far as Landfill Gas-to-Electricity projects are today financially challenging. Solar and wind power projects offer electricity rates as low as 0.05 euros per kwh, a rate Landfill Gas-to-Electricity projects can no longer compete with. Consequently, more and more waste companies and developers are looking toward Landfill Gas-to-Fuels, especially to RNG as a low carbon fuel alternative with a much better value proposition than electricity and a significantly higher return on investment (ROI).

“This project represents solid sales growth for Xebec Europe, positioning us as a key player in the energy transition space. It also highlights our proven technology capability in handling biogas upgrading with high nitrogen content.”
– Dr. Francesco Massari, General Manager, Xebec Europe

“Upgraded landfill gas to RNG is playing an increasingly important role in the deployment of low carbon fuels in transportation. We expect Xebec to be a fundamental change agent in this transition, as we move from a fossil fuel economy to a low carbon renewable energy future.”
– Kurt Sorschak, President and CEO, Xebec Adsorption Inc.

“Xebec is perfectly positioned to take advantage of this fast-growing global market as our innovative, proprietary, fast cycle adsorption technology is generating an increasing amount of customer interest, mainly due to lower initial investment costs, low operating and maintenance costs, flexible and stable performance, combined with high durability and reliability.”
– Dr. Prabhu Rao, COO, Xebec Adsorption Inc.


Upgrade de Beacon Securities
Xebec Adsorption is a growth stock to own in 2019, Beacon says


M Partners a initié la couverture de Xebec ce matin avec un prix-cible de 2,20$.

The market for equipment sales is over $6B in Xebec’s target markets (France, Italy, United States and Canada) for roughly 1,700 potential projects. Investments are already underway, with a $51M order from Sapio in Italy and a $5.5M contract from Enbridge in Toronto over the past year. In the U.S., the opportunity lies in 120-160 landfill sites, at $15-25M for a biogas upgrading contract.

We value Xebec based on 18.0x 2020 EBITDA, arriving at a target price of $2.20/share. XBC
currently trades at ~9.5x 2020 EBITDA, which we believe is a markedly low valuation considering
its growth prospects. It is also very important to keep in mind that Xebec has tremendous
potential to exceed our estimates for EBITDA with even one large order.

L’autre analyste qui couvre le titre (chez Beacon Securities) a quant à lui augmenté son prix-cible de 1,70$ à 1,90$ avant-hier, tel que mentionné dans l’article que @midard a publié ci-haut.


Voici l’article sur Cantech letter
Xebec Adsorption has “massive” potential, M Partners says


Au Canal BNN aujourd’hui, on a pu voir l’effet de Robert McWhirter sur le titre

Robert McWhirter discusses Xebec Adsorption

Nouvelle présentation aux investisseurs mars 2019



Nouvelle intéressante provenant du gouvernement
Québec veut plus de gaz naturel renouvelable


Buy Xebec for exposure to renewable energy space, Paradigm Capital says


New IFRS 15 Standard Causes Xebec to Update Guidance

Les revenus de certains contrats en Chine ont glissé en 2019 à cause d’une nouvelle norme comptable. En réalité ça ne change absolument rien.