Maj Soueidan on X
XBP’s failed post-merger integration leaves its turnaround dependent on contract wins, asset sales and cost cuts overcoming a heavy debt burden.
NASDAQ
BOSC
3 stories
$31M Market cap · 2026-10-08
XBP’s failed post-merger integration leaves its turnaround dependent on contract wins, asset sales and cost cuts overcoming a heavy debt burden.
They certainly left the door open for that by saying "they expect banks to finance 50% of an acquisition." But, based on previous interviews, I do not think they will do more than ~10 to 20% dilution. They have a nice level cash and should use it. They talked about a $20M upper limit. So, the bank does $10M, $BOSC could spend $5M in cash, and then issue ~1M shares. I am still on the sideline here, but watching. However, if they are not crying wolf again, it's interesting and cheap enough to wait and see for a bit.
Can finally believe that $BOSC will make an acquisition? https://t.co/iMwgVmJvux
Companies the stories above are also about, besides BOSC.