FuelCell Energy Inc (FCEL) News

Pomini Indiana Seminar

https://it.linkedin.com/pulse/pomini-long-rolling-mills-aist-seminar-pominirollingmills-w9ilf?trk=article-ssr-frontend-pulse

May 21, 2025
Fuelcell Energy has a new partner, but looks as though they have worked together for a while. Read the wording
DECARBONIZING STEEL PRODUCTION
https://www.linkedin.com/pulse/decarbonizing-steel-production-pominirollingmills-vdyef?utm_source=share&utm_medium=member_android&utm_campaign=share_via

https://www.linkedin.com/posts/pominirollingmills_activity-7330855026376048640-3let?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o&utm_campaign=share_via

https://www.linkedin.com/posts/idaho-national-laboratory_nuclearenergy-research-nuclear-ugcPost-7328796547784093697-Ogs3?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

If If If...

If the queen had balls, she'd be king....IF

Last 2 spikes are almost exactly 1 week apart, with higher highs and higher lows the past month, but only 3 times instead of 4. If that holds true, we break $5 by end of month and hold over $4.60. if that in fact happens, A good earnings and call must be coming or expected.

https://www.google.com/url?rct=j&sa=t&url=https://simplywall.st/stocks/us/capital-goods/nasdaq-fcel/fuelcell-energy/news/fuelcell-energy-incs-nasdaqfcel-shares-leap-25-yet-theyre-st&ct=ga&cd=CAEYASoTNjc1NTE3MzE3MTE5NTYyOTM4NzIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw0niSvWpx74R8xeDe3iJqrE

CCS: Trillions is Good

I have believed for 5 years that Exxon has slow rolled CCS until they get policy and tax situations they want. That seems to be playing out in Trump's bill. It doesn't really matter what the House of Congress does this week. They have revoked Biden's 45V already. It seems to me that the Senate will write a new version of the hydrogen tax credits which will be far, far more direct and will give Love. Also 45Q for carbon capture has been left intact thus far and will probably get much love from Senate, in my opinion.

This article shows the vast potential. The mainstream media seems to be acknowledging it finally. If you read the article you will see there is mention of the UAE and how they plan to invest in CCS. To me, this means that Trump's meeting with the Arabs had a lot of discussion about CCS. The Senate's version of the tax credits should be known in another month or so. I'm optimistic.

Occidental Petroleum Continues Working Toward Capturing This Potential $5 Trillion Future Market Opportunity

https://www.theglobeandmail.com/investing/markets/stocks/AMZN/pressreleases/32477117/occidental-petroleum-continues-working-toward-capturing-this-potential-5-trillion-future-market-opportunity/

Just remember this POS is at .16 cents per share ore-split. 😂😂😂💩💩💩

FCEL video


Video 2


Video 3


Video 4


Video 5

every single investor mentioned in that article is losing their ass in this stock...even the ones who bought as recently as last quarter are down probably 50%...and those who sold, booked huge losses...

Must read
Recent partnership with Diversified & Tesiac look to be significant short term potential.
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://ir.div.energy/news-events/us-press-releases/detail/191/diversified-energy-fuelcell-energy-and-tesiac-collaborate-to-forman-acquisition-and-development-company-to-leverage-coal-mine-methane-and-natural-gasfor-off-grid-data-center-power-projects&ved=2ahUKEwiWgJD9iqiNAxVamIkEHeVXCUYQFnoECCgQAQ&sqi=2&usg=AOvVaw2LkWIfKKJwjZR7U-ARzPdh
Combine that with our ongoing partnership with MHB and the opportunity in the Asian markets near term, this can run soon and just keep running

Feb 16, 2023
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-to-Collaborate-with-MHB-to-Deliver-Solid-Oxide-Electrolyzers-for-Large-Scale-Green-Hydrogen-Production/default.aspx&ved=2ahUKEwjGycHWi6iNAxVTv4kEHTO3FlYQFnoECC4QAQ&usg=AOvVaw1J-mjtp_E3O1ppQ3pp81tv

March 6
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.fce.com/press-releases/press-release-details/2025/FuelCell-Energy-and-Malaysia-Marine-and-Heavy-Engineering-Sdn-Bhd-Collaborate-under-a-Joint-Development-Agreement-for-Detailed-Feasibility-Study-Award-for-Low-Carbon-Fuel-Production-Facility-in-Malaysia/default.aspx&ved=2ahUKEwjGycHWi6iNAxVTv4kEHTO3FlYQFnoECDAQAQ&usg=AOvVaw0fd45Q_tqmltEgfGyfDlyR

Yesterday May 15, 25
https://www.linkedin.com/posts/fuelcell-energy_fce-mmhe-worldhydrogen2025-activity-7328768530881875969-RyfH?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

PORTHOS still on track for 1st 1/2 2026, approximately 1 year away (EXXONMOBIL)!
$267M cash and equivalents, with Current market cap well under $100M!

Access to $198M when needed through ATM shares at any point. That's a GOOD thing, not BAD! That means no financial troubles in the foreseeable future and no going concern, unlike Plug!

https://www.linkedin.com/posts/fuelcell-energy_fce-mmhe-worldhydrogen2025-activity-7328768530881875969-RyfH?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

These articles always start with this company sold, but then follow with all other companies buying
https://www.marketbeat.com/instant-alerts/tower-research-capital-llc-trc-sells-166640-shares-of-fuelcell-energy-inc-nasdaqfcel-2025-05-13/

"I'm confident the decline has nothing to do with fundamentals or with fuel cell energy"

im confident you have no clue...

I'm confident the decline has nothing to do with fundamentals or with fuel cell energy but more plug power. I don't believe it has to do with profit taking today either yesterday's declined may have been partly profit taken.

TikTok

Why would this PR come out 12 hours ago when they had a meeting yesterday supposedly to crush 45v?
https://www.opisnet.com/blog/unlocking-carbon-tax-credits-45z-45v/

https://www.bignavajoenergy.com/case-studies

https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://brownventuregroup.com/brown-venture-group-blog/mltkd48cgmh5wla6zx7lbpfgt3gx26&ved=2ahUKEwinkcS77aGNAxW4KFkFHQqVI4wQFnoECCsQAQ&usg=AOvVaw2l5qepiIzIpyDfff9stchC

Los Alamos National Labs issued RFP due mid February, selections to be announced May 18
https://ladailypost.com/lanl-fuel-cell-commercialization-program-calls-for-partners/

" I believe the bounce is intact to 5-6."

not feeling it...wont break 5...probably wont even reach it...

Blooms leadership in Data Centers power and FCE's lag, Bloom rises while FCEL and Plug retreats,Still, I believe the bounce is intact to 5-6.

Decline likely not related to FCEL or profit taking as much as Plug down 9%.

Lol, must have been dropping as I was posting. Figures

Holding over $4.58 would be a very bullish sign and a change in share price activity we've not seen in over 4 years. Every single time this moved up 30+ %, the share orice declined significantly and almost instantly. Sone times intraday, others after hours or the next day. We're ate 30% up from the intraday low of $3.63 last Wednesday, less than a week. Holding $4.58 would be strong, closing over $4.70 would be HUGE! Last time we stayed above the previous close after gaining 25% was the 1,400% run end November 2020 to nid February 2021! I will gladly take anything green today, but $4.71 would be a blessing!

Best thing for investors, is any FCEL share purchase over the past month is in the green! That's a very good start. Sights set in the same for the 2 month target by end of May! BLDP looks to have the best 3 months chart though, but not by much. Pre-market looks promising, let's just hope investors have just begun and outweigh the profit taking. Pre,-market is 29% off the intraday low less than a week ago. Not often any stock gets 30% in less than a week without a down day from profit takers. If green today and close over $4.70, very + sign.

A weird article that has some merit but is so wrong as well!
When will journalists start referring to just fuel cells?

Booth Bloom and Fuel cell supply Natural gas fuel cells to create electricity.

The strong point for data centers is they just need that natural gas supply no huge electric grid connection.

Bloom has already got contracts via their partnership FCEL has an interesting partnership (the gas may be mine off take) but no contracts yet

I keep wondering how much gas does a data center off grid solution from say Bloom need and is that easily delivered through current gas pipeline infrastructure? Surely they cant just plug into a pipe and suck huge amounts of natural gas out?

Bloom Energy Article - FYI
Yesterday

AI data center demand is an opportunity for Bloom Energy

https://www.msn.com/en-us/money/savingandinvesting/ai-data-center-demand-is-growing-too-fast-that-s-an-opportunity-for-bloom-energy/ar-AA1EzABW

************
FCEL AH high $4.64 6100 total shares traded

BE up 7.3% on below Ave volume no news up fractionally AH
BLDP up 3.7% on double Ave daily volume with UBS lowering PT from $2 to $1.40 Down 4.3% AH
FCEL up 6.7% on heavy volume no news down fractionally AH
PLUG up 5% on heavy volume then down 4.8%AH with Quarterly results released after the close.
Unfortunately, plenty reason for skepticism with Plug as margins improved vastly but still -55%
Fuelcell should be confirming earnings date by end of month for early June.
Up over 25% from recent intraday low Wednesday a bit under the days high, but at 5 day and 30 day highs. Love to see this close over $5 this week on no news..

Note, note only new partnerships, but new locations, 3 states (Virginia, West Virginia and Kentucky "Initially") and up to 360MW.
AI Overview



FuelCell Energy and Diversified Energy are partnering with TESIAC to form an Acquisition and Development Company (ADC). This ADC will provide reliable, cost-efficient, and net-zero power to data centers in Virginia, West Virginia, and Kentucky, leveraging natural gas and coal mine methane (CMM). The partnership aims to supply up to 360 MW of electricity, addressing the growing energy needs of data centers.
Here's a more detailed breakdown:
Partnership:
FuelCell Energy, Diversified Energy, and TESIAC are collaborating to create an ADC.
Purpose:
The ADC will focus on delivering electricity to data centers using fuel cell technology and natural gas/CMM as fuel.
Scope:
The partnership will initially focus on data centers in Virginia, West Virginia, and Kentucky, aiming to supply up to 360 MW of power.
Technology:
FuelCell Energy will provide its fuel cell technology, while Diversified Energy will supply natural gas and CMM, and TESIAC will manage financing and development.
Benefits:
The partnership aims to provide a reliable, cost-effective, and sustainable energy solution for data centers, potentially supporting AI and high-performance computing.

Toyota is also exploring innovative hydrogen production methods. In Japan, its partnership with Chiyoda advances electrolysis technology to produce hydrogen from water, while other efforts target extracting hydrogen from methane in waste sources like landfills.

https://www.linkedin.com/posts/the-ev-report_toyota-north-america-is-advancing-its-vision-activity-7323134005791358978-6eQw?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

$200M of available stock. That would be kess than 49M shaees at the current price.
They are "NOT" selling large amounts if stock at $4 a share. That does not do them a whole lot of good, since that is the only shares available for sale. Maybe 1-2 million for necessary reasons at this level just to keep available cash on hand well aboce 5 quarters of operations. Less than 4 quarters of cash burn would trigger a going concern. Cash burn should show a decline in Q2 + Q3, validating my opinion. However, increasing revenue is almost as important. Not sure what Q2 holds, but im confident Q3 + Q4 will be solid. We find out about Q2 withun a few weeks!

Bounce here.$5-under $6 looks quite likely . That level is where tough resistance comes in.

Continues getting very + attention! Pay close attention to. The last paragraph!
https://www.idrivesocal.com/toyota-fuel-cell-tech-gets-award-at-long-beach-port/

Marubeni and ExxonMobil’s low-carbon ammonia deal marks major step in unleashing new energy supply

https://corporate.exxonmobil.com/news/news-releases/2025/0507_low-carbon-ammonia-deal-marks-major-step-in-unleashing-new-energy-supply


There's more hydrogen in ammonia than there is in hydrogen.

Business development in Europe posted this an hour ago or reposted should I say. There's got to be a reason. Is there news coming from Europe about our electrolyzers. Did they reach a milestone in the testing process?
https://www.linkedin.com/posts/activity-7326230427336159234-KElM?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

Consensus now $132M and $.19 loss for Plug. Cross your fingers because we often move in similar pattern with them. So busy today I still don't know what happened today.

Wall Street Joins Trump in Saudi Arabia to Court Gulf Billions

https://cryptodnes.bg/en/wall-street-joins-trump-in-saudi-arabia-to-court-gulf-billions/

Trump is going to Middle East next week.

Last month Energy Secretary was there for two weeks, setting things up. Sounds like H2/CCS in the mix. Saudis and others are looking at H2 big time.

Saudi Arabia, U.S. emphasise support for transition to more sustainable, efficient energy systems

https://www.wam.ae/article/bj5ovm0-saudi-arabia-us-emphasise-support-for-transition

"The two sides discussed strengthening bilateral cooperation across multiple energy fields, including oil and gas, petrochemicals, carbon management, hydrogen technologies, peaceful uses for nuclear energy, electricity, renewables, and innovation, as well as other areas of mutual interest."

"It’s 10 to 15 times cheaper to have zero carbon liquid fuels than it is to subsidize EVs."


-- Doug Burgum


https://ijr.com/doug-burgum-warns-of-real-energy-emergency-that-will-permit-china-to-dominate-us/

1st- They have nothing to do with the shorts. They like wise investors, follow prospects and fundamentals. You had many opportunities to dump this dog. Why did you ride it down after seeing those never ending losses quarter after quarter, year after year? They wait without risk....you didn't!

It beats me why the billionaires oil club, who are likely behind the seeming organized fuel cell company shorting, won't carve out a sizeable portion of their fortunes and dive headfirst into the next wave of energy generation and make the same amount of fortune twice. Plug is back where it was when I first started buying it over a decade ago, as an example.

Hope and prayer has not convinced the market or professionals a reason to change their outlook . Your promotions are FUTILE.

Exxon will be all-in on H2/CCS if policy/tax support come through as planned.

Let's see what happens during next two months of Big Beautiful Law and international trade deals. No doubt Exxon is poised and ready to go all-in if policies get changed.

https://corporate.exxonmobil.com/sustainability-and-reports/advancing-climate-solutions/growing-low-carbon-solutions#Acceleratingtheworld%E2%80%99spathstonetzerobybuildinganewbusinesswithnewmarkets

Fcel down 5.2%…

Nice try though…

Analysts expect plug to post $0.20 per share earnings on 131 million. Cross your fingers what happens there is definitely spreading to us.

Desperately trying to pump fcel so you can sell your shares and get out without a huge loss?…

Good luck…

Upcoming India trade deal. H2 wildcard?

There's a lot of reason to think that H2 is going to be a big part of the India negotiations.

This week, Trump people met with India's richest man. This guy is named Adani and among other things he is big time investing into H2.

It seems that shortly after he got into the H2 area, a couple of years ago, the slimeball short seller Hindenburg (same guys who took down Nikola truck company) tried to destroy him but they did not succeed. However in November, after the election it looks like Biden's people took it upon himself to sue Adani for a bribery charge in India and so now aAani is trying to get some love from Trump.

This is in the middle of the negotiations of the trade deal with India. Here's an article from March describing his proposed $10 billion investment into American infrastructure, a lot of that will be energy related and some of that surely will be hydrogen, in my opinion. And the price tag is probably gone up to way more than $10 billion dollars, in my opinion.

https://www.outlookbusiness.com/corporate/adanis-us-investment-plan-back-on-track-despite-bribery-charges-is-trump-behind-its-revival

https://www.linkedin.com/posts/fuelcell-energy_bevtech2025-fuelcellenergy-co2recovery-activity-7324117313333387264-FZye?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

" because he knows Japan and Korea have a high priority to establish hydrogen cars as a worldwide market."

not sure how that helps fcel...

as for other things, that facility fcel built for totyota at the polb was mostly a boondoggle...i dont see toyota chomping at the bit to do more...and fcel sued the biggest hydrogen company in S. Korea a few years ago...as a result, Korea was required to buy fcels from them...which they eventually did....but in all the years since that lawsuit, fcel has had no further business from S.Korea...

"There could be a hydrogen 'wild card' in the mix."

sure...thats a big maybe...but in any case, i dont see fcel getting anything out of it...