FuelCell Energy Inc (FCEL) News

Well if something was to happen to Few then we all know who to blame ?

Actually it was a vague comment with no specifically articulated direct threat at all…it’s an anonymous message board and no one knows where anyone is, thus there is no immediacy to the comment and no way for anything to actually happen…can’t even prove intent…

Nothing more than a violation of TOS…

Yup! That's exactly what his statement was.

That's all he knows. He filters out any negative and allows in anything that promotes the stock. He then creates unjustifiable reasons why the stock dropped.
He's a total disservice to the board. A professional spin meister.

I agree and it is awesome…but it’s also an example of how you rush to praise things that you have no knowledge of…that article HAMMERED Exxon and it’s handling of ccs and its response to the climate crises…it said Exxon just used all that to pump more oil and make more money and shamelessly ask the Fed Gov for more welfare checks…

And it’s all true…

A true threat is a statement that puts someone in fear of bodily harm or death. The person making the threat does not need to actually intend to carry out the threat.

Actually it’s not a direct threat…it’s only a violation of ihub policy…nothing more

Tick-Tock Tick Tock There's a dead battery in the clock. You've been tick tockin for years. Time ran out years ago.
Give it a rest.

It's sitting right at the 52 week low.
If it holfds for a week or two, a bounce will come. If it doesn't there's nothing betwwen $.40 and a Quarter.
Brace yourself for another nail biter/

That kind of statement should at least ban you from this site and criminally investigated.
If I were Hoghead, I'd immediately report you to the administrators of the site and get you out of here or arrested .

I'll take that as a direct threat! Good luck

Wow, this is huge, I've got a Google it and see if I can find that speech from Vijay. He's awesome. This is a great link.
https://www.theguardian.com/business/article/2024/aug/29/exxon-mobil-carbon-capture-government-subsidies

Dig deep! 52 week range $.3989 essentially $0.40 to $1.84. beast on today's outstanding shares which we are uncertain of, would be right around $200 million market cap and up to $920 million market cap. We will know next Thursday How many shares there are and with the market cap is. $1B market cap would definitely be a new 52 week high! Wants any company hits a new 52 week high, it typically proceeds higher, and not buy a couple percent. And There's no way we're getting back to a new 52 week high without the company or the industry gaining momentum. IMO If we make a new 52 week guy we should breeze past $2. Unfortunately, We may have to wait until the election.

I'm excited, I just increased my share count by about 5% at an average cost of $.42. Considering the history of where the price has been and the current global demand for our diverse technologies, The potential to someday get back to where the share price was 3 years ago, or at this point even a year ago for that matter, would be a super gain. For the shares I've added in the past couple months anyway. Since the companies assets far out way debt, And the market cap is currently substantially less than their cash value, Just reaching 2-3X cash value would be significant. $1B market cap is easily attainable. Which is 5X The current share price. 400% gain from current level. SK contract and potential in SK alone make it worth at least half that or 200% gain! TICK TOCK!

The same reasons you make for your "opinions" can be made for the entire maket with the DOW. S&P and NASDAQ at or above record highs.
So what happened?

They're grasping at straws . Looking for a panacea for their losses. It calms them/
There is absolutely no correlation between then and now.

Ya, everything I say is my opinion obviously, but there are plenty of links and facts supporting such. I believe the current.valuation is a culmination of shorting, war, COVID, rate hikes and political concerns, regarding the election and 45V final rules. Stock is priced as if Trump wins and eliminates everything to do with fuel cells. That obviously wouldn't be good, however, we are still going to continue getting similar business in the US as what we have been getting. Much of our business and opportunities are in Canada, South Korea and Europe. Historically the majority of our income has been from SK which just recently restarted and will continue to grow. Hence the hiring of an in Country Executive to grow the business in Asia. They have over 50MW of units remaining in SK that need service in the immediate future, in negotiations. SK alone want to increase Fuel cell installations by 10 fold over the next 10-15 years.
We have an excellent reputation globally but particularly in California, Connecticut, Canada, Europe and SK. We have very significant partnerships, Exxonmobil, Toyota, Drax, E-on, DOD/US Navy, DOE/NETL, Several important financial institutions, several large Electric distribution companies and internationally recognized research companies. We have recent MOUs with many companies of which at least a couple will evolve into something big. MHB, IBM, Chart Ind, TuNur, Oando, and of course KEPCO!

In regard to not expecting $30 any time soon, I agree, over the next year, unless the elections result in a Democratic landslide. Then we could get $30 very quickly. Think about the boat load of developments over the past 2 years. Just the $160M contract in SK was huge. So was the Exxonmobil 2 1/2 year extension of the JDA combined with the 1st commercial project contract at PORTHOS. We have several other smaller ones in California, Ukraine and UConn also.

"this reminds me of"...lmao...these guys crack me up...they love to look at years past and try to make something out of what happened then and somehow try to make it seem like its going to happen again...for no particular reason...

but you are right...its FAR more likely that the r/s will jack up the pps which will then fall all the way down to his 3 bucks...

what i cant understand is, even if one DOES believe that that COULD happen, WHY buy now?...whats the hurry?...afraid that the pps will rise from 40 cents to 3 bucks while taking a nap?....dont they understand that there will be a whole lot of info, facts and rumors that will be come out long before that happens?...that there will be PLENTY of time to get in?....and if it doesnt go as hoped, you didnt throw any money away by buying in at the "bottom"....

Yes; $3.00 is very likely sometime in the 1st half of 2025. It'll come after the 1/50 R/S when it is $20. Then it'll go to $3.00 as you suggest.
The dilution as FCEL sells after the R/S won't be friendly to LONGS.

Sign me up, as long as it doesn’t involve a RS

This reminds me of 2019 the PPS was bouncing of $.30 for sometime …..then you know what happened next in a few days it touch $3.00 then retrace and $30.00 was here I don’t expect this to happen again but $3.00 is very possible in first halt of 2025

All in my opinion

FCEL will put a ceiling and cap on any attempt of an upwards px move in this stock. Reason being, the dilutive effect due to the company selling into it..
Oce the 1/25 or 1/50 is accomplished, the stock will reflect the multiple in the sh/px. Yet the poor fundamentals continue to exist. That doesn't change.
Then at the higher px, the company can raise the needed cash to pay its Expenses and invest in new plant and equipment. None of this adds value for shareholders and surely doesn't improve the bottom line.

Nice, it's simply a matter of time and once this thing starts moving I'm certain it's going to move quickly and for a very long time. Much more quickly than it declined.
https://email.fuelcellenergy.com/details-for-todays-webinar?ecid=ACsprvuGiD4AJtc2OmNIn53pFh6x_bp3fjoy36omRiwMtTYCtjrLhrOJKwHUKSyeCg52vCHdenI4&utm_campaign=2024-08-ProFood-World-Webinar&utm_source=hs_email&utm_medium=email&utm_content=321882333&_hsenc=p2ANqtz-84IEVkwppH7NbwCx7_QgpYzN8Xzf5nJWV2D4TQdbuSKJ3ZQWguTu4zRxWSdRe-huxbhsq021cv_I8s1JyA1Emj8mEqlg

Key slides from the Mission Hydrogen webinar on Solid Oxide Electrolyzers, yesterday at 10 am ET.

I hope you realize that professional researchers (4 analysts from different firms) project losses continuing through 2029.
They have taken into account some of what you assume and project and have dismissed much of what you expect.
So whose right? I go by the record!

I expect in the next week of trading this is going to get interesting. 20-40% upside or 20% downside. My bet is 20-40% upside .

All in my opinion

Most of these partnerships should lead to something by some time in 2025. Current scheduled revenue should = or exceed EBIDTA+ on average for 6 quarters, from Q4 24-Q1 26. Further developments in SK, with Exxonmobil and through these MOUs will be more than sufficient to minimize losses until the company reaches profitability.
https://www.turbomachinerymag.com/view/fuelcell-energy-chart-industries-collaborate-on-carbon-capture-hydrogen

https://mhb.com.my/fuelcell-energy-to-collaborate-with-mhb-to-deliver-solid-oxide-electrolyzers-for-large-scale-green-hydrogen-production/

https://energydigital.com/articles/ibm-collaboration-to-boost-fuel-cell-performance-using-genai

FCE web site, partnerships
https://www.fuelcellenergy.com/partners

Process this! This is 1 very important piece of the puzzle, and has absolutely 0 to do with the US political debacle and bureaucracy!
FuelCell Energy (FCEL) is a company that has deployed its technology in South Korea to generate over 100 megawatts of sustainable electricity without burning fuel. FCEL has partnered with other energy companies in the region and is working to increase its market share by building long-term service relationships.
In 2024, FCEL announced a milestone in its Korean market expansion when GGE purchased 42 of its 1.4-megawatt upgraded carbonate fuel cells to replace existing modules at the Hwaseong Baran Industrial Complex. This fuel cell power platform is the world's largest single site and can produce 58.8 megawatts of electricity from its 42 fuel cell modules. This is enough to power around 135,000 homes, and the facility also generates hot water to heat about 20,000 homes each year.
South Korea is a leader in fuel cell technology for utility-scale power generation. In 2019, the government released a Hydrogen Economy Roadmap that called for 15,000 megawatts of stationary fuel cells by 2040. Emission-free fuel cells can help the country reduce fine dust in the atmosphere from transport exhaust fumes, industry, and the jet stream. In 2022, South Korea increased its fuel cell power generation capacity by about 120 megawatts, reaching a cumulative capacity of around 892 megawatts.
Now read the Exxonmobil outlook! And think about their 10+ year development agreement which just resulted in what will be the largest CCUS project in Europe by 2026! That JDA runs through 2026 with a goal of commercializing FCE CCUS tech at ALL EXXONMOBIL FACILITIES!!!!!!
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://corporate.exxonmobil.com/-/media/global/files/global-outlook/2024/global-outlook-executive-summary.pdf&ved=2ahUKEwiVov3vnZiIAxV3F1kFHbZ0DQkQFnoECBAQAQ&usg=AOvVaw28_e_i0JIFWjxVBjDoI7LQ

“People should not listen to other people on message boards”

You got that right!!!

"Again back to my theory of market capitalization being the most important factor technically as far as how low the stock can go"

you have espoused that nonsense theory since 20 bucks a share...every time the stock dropped you dragged out this ridiculous market cap nonsense...and it has NEVER been accurate whatsoever...

but here you are, still harping on it like its solid gold....lol...unbelievable...

"there's absolutely zero concern of bankruptcy in the foreseeable future."

ok...so if the stock drops to a penny but still isnt BK, are you going to pat yourself on the back??...i havent hear ANYONE talk about the company going BK, yet you bring it up like you are aguing it as a issue...smh

"Few has played this perfectly from the Get go in my opinion."

oh really??...LMAO!...the only thing bankrupt is that opinion...

Shorts obviously don't expect any news significant enough to take large losses on a short position. They also obviShortsously see either more downside potential, for the greater possibility of trying to continue shorting if there's a reverse split. Again back to my theory of market capitalization being the most important factor technically as far as how low the stock can go, it does not matter whether there's a reverse split or not. 200 million market cap is 200 million market cap. Shorts are hoping the potential of a reverse split and the most common result of a reverse split is enough to create more fear and drive the price lower. I'm 100% confident, most of if not all of the people shorting, Are just waiting for the opportunity to run this thing long and hard. They know there's going to be a time because there's absolutely zero concern of bankruptcy in the foreseeable future. Cash flow in the coming six quarters will cover operational costs. I'm expecting better than EBIDTA break even Q4 24 through Q1 26. And I would expect that to continue given any further significant developments within the company in the next few quarters. Few has played this perfectly from the Get go in my opinion. The most immediate thing he did was restructure and get rid of all bad debt. He fixed the finances trimmed the fat on the workforce and the finances. Then started rebuilding. They monitored capex based on supply and demand to ensure they weren't increasing losses in case the market demand did not grow as they hoped. If you look closely however I believe they've gotten at least five different contracts in less than a year for a far greater amount than any previous two years all the way back to 2015 when doing big business with Posco. They've also brought the generation portfolio from approximately 7.5 million a year to over 60 million a year which is recurring revenue. That's over 700% growth In 5 years. Several of those projects were very high profile including Toyota, The US Navy, And the second largest fuel cell in the United States (Derby 14.8MW). They just began marketing approximately 1 year ago because some of the product were still undergoing testing and they weren't ready for commercial production at scale. They still aren't but they can easily ramp up with orders.

Or at least a level below cash value were they feel safe enough to continue shorting. They obviously don't expect any news significant enough to take large losses on a short position. They also obviously see either more downside potential, for the greater possibility of trying to continue shorting if there's a reverse split. Again back to my theory of market capitalization being the most important factor technically as far as how low the stock can go, it does not matter whether there's a reverse split or not. 200 million market cap is 200 million market cap. Shorts are hoping the potential of a reverse split and the most common result of a reverse split is enough to create more fear and drive the price lower. I'm 100% confident, most of if not all of the people shorting, Are just waiting for the opportunity to run this thing long and hard. They know there's going to be a time because there's absolutely zero concern of bankruptcy in the foreseeable future. Cash flow in the coming six quarters will cover operational costs. I'm expecting better than EBIDTA break even Q4 24 through Q1 26. And I would expect that to continue given any further significant developments within the company in the next few quarters. Few has played this perfectly from the Get go in my opinion. The most immediate thing he did was restructure and get rid of all bad debt. He fixed the finances trimmed the fat on the workforce and the finances. Then started rebuilding. They monitored capex based on supply and demand to ensure they weren't increasing losses in case the market demand did not grow as they hoped. If you look closely however I believe they've gotten at least five different contracts in less than a year for a far greater amount than any previous two years all the way back to 2015 when doing big business with Posco. They've also brought the generation portfolio from approximately 7.5 million a year to over 60 million a year which is recurring revenue. That's over 700% growth In 5 years. Several of those projects were very high profile including Toyota, The US Navy, And the second largest fuel cell in the United States (Derby 14.8MW). They just began marketing approximately 1 year ago because some of the product were still undergoing testing and they weren't ready for commercial production at scale. They still aren't but they can easily ramp up with orders.

smart investors need foolish investors to sell too...smart investors know that fcel has been in a downtrend for years...all the way down to a brand new multi year low as of today...

no, fcel isnt priced for BK...it is priced for much lower future prices and much lower shareholder value...everyone knows that fcel isnt going BK...they want a r/s to insure that doesnt happen...if they dont get the vote for a r/s, you will then see fcel priced for the OTC which will look a whole like being priced for BK...and then when the dilution begins, the pps will drop even lower...

but its quite likely that fcel does a r/s...the pps will magically rise from 30 cents or less to probably 10 bucks over night...but shareholders will have far less shares than they did when they went to sleep...

the pps dropped when the r/s was announced...it will drop when the vote for the r/s passes...and it will drop a lot the day the r/s is implemented...the 45v wont save it...neither will Exxon, Korea or the Navaho Nation (whatever the hell thats about) i keep hearing about...

since the pps was at 20 bucks, i kept posting that fcel was not a hold...anyone wanting to buy in or buy more should exercise patience before they do so...not after...

and the situation hasnt changed...there is absolutely no reason whatsoever to buy shares at this time...even if fabulous news comes out tomorrow, there will be plenty of opportunity for me to profit handsomely while risking nothing today...buying today brings with it huge risk...especially KNOWING theres a r/s coming down the road...its a great big red flag waving right in front of your eyes...

all you gotta do is open your eyes...

I agree with you 100% the market has the PPS for FCE at a bankruptcy level .

Exxon cant say whether the 45v will ever be done or what it will look like...

but we are supposed to care how they think things will be 26 years from now???...

Exxonmobil global outlook through 2050! Good read, obviously cautioning can easily be effected by policy and governmental changes.
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://corporate.exxonmobil.com/-/media/global/files/global-outlook/2024/global-outlook-executive-summary.pdf&ved=2ahUKEwiVov3vnZiIAxV3F1kFHbZ0DQkQFnoECBAQAQ&usg=AOvVaw28_e_i0JIFWjxVBjDoI7LQ

Now teasing the 52 week low resting at $.40/sh.
Will it hold? Maybe for awhile.
Then looks to me like near a quarter is in the cards.
All the contracts cannot prevent what now could be more than a 1/25 R/S. I say NOW because another breakdown in price from $.40 means the R/S will come in at as much as 1/50
At that point the company will be utterly pleased to sell shares into it and dilute as much as they can. Longs trying to Buy the drop will once again be scorched.
They'll reverse split even if the stock achieves compliance . They need the cash. Wasn't that the reason to have 500,000,000 shares authorized???
Hogwash's "humble opinion" isn't worth the $.40 the sh/px is.

Natural gas price down 7% today, near multi year lows.

IMO, the market capitalization will remain between $200-$300M into end of October without any SIGNIFICANT news. Significant to me would be another $100+M contract, a very high profile contract (Toyota, Exxonmobil, military) or political developments, ie Favorable rules for 45V. By end of year, regardless of the election, we move north of $300M. Reasoning! 1) the company is worth far more than $200M RS or NO RS 2) The market will have answers, uncertainty is a large part of the problem. 3) Should have several positive developments ie, SK updates (contracts) and revenue from SK begins in Q4 (Call around Christmas)! Surpassing $300M (IMO) is worst case scenario! If we have several positive developments, we could easily be north of $1B before year end! Just my humble amateur opinion!!

Can anyone here tell the annual production of megawatts with FCE ? Thanks

Thanks but I recently got in the stock a few months back as I have been in and out . The last time I bought around $2.00 and sold for a small profit and back then the market cap was close to 1 billion and the reason I sold was that the market cap was not justified with the revenue and got out . I started buying once I saw the market cap around 300 million and will continue buying until 150 million market if it goes lower. People should not listen to other people on message boards and I believe some do follow guidance this way but not me.

All in my opinion here

The stock also has to be trading for 10 days above a dollar to regain compliance. Also GEVO is cutting it close since it has been about 6 months for the stock being under a dollar. FCE is being more aware on this than GEVO but I believe that the market has FCE PPS like it was going to declare bankruptcy which in this case FCE is not. All small caps are going through an adjustment because of the interest rates and market conditions of war . When you look at the Hydrogen fuel cell sector has been beaten down to all time low and knowing the future of Hydrogen acceleration globally also tells me this is some kind of stock manipulation.

All in my opinion here.

The stock also has to be trading for 10 days above a dollar to regain compliance. Also GEVO is cutting it close since it has been about 6 months for the stock being under a dollar. FCE is being more aware on this than GEVO but I believe that the market has FCE PPS like it was going to declare bankruptcy which in this case FCE is not. All small caps are going through an adjustment because of the interest rates and market conditions of war . When you look at the Hydrogen fuel cell sector has been beaten down to all time low and knowing the future of Hydrogen acceleration globally also tells me this is some kind of stock manipulation.

All in my opinion here.

That’s exactly the point. Why even announce a meeting for a RS when you have until November and then you can also get another six month extension after that. Look at GEVO, they have been under a dollar much longer and there is no chatter of a reverse split. And now they are currently on the verge of breaking one dollar.

It's coming. Particularly in California, and the rest of the globe.
Link from Powerbattles on Ihub
https://www.ktvu.com/video/1507055

https://www.linkedin.com/posts/exxonmobileurope_ccs-activity-7227327850079555584-y14p?utm_source=share&utm_medium=member_android

It has to happen is correct. They have nearly 500,000,000 shares to sell into it . You can't believe they'd be selling it when the stock is below a dollar. Do You?
As they sell into it ( to raise cash) at the higher price, You BUY. That's counterintuitive and clearly non-sensical. They sell while you buy.
Folks like you have been " loading up" for years; thinking the price was to low. they;ve ignored at fundamental principals of investing.
And here they all are with a $.42 stock............ still thinking its a bargain.
You've been following the biggest pumper that exists. His record speaks to his credibility.
You'll be in it for years waiting to get your losses back..
GLTU

This is just a vote on the reverse split and FCE still has until November and they can also get an extension I believe. The market cap says a lot here at around 220 million market cap which in this case let say the lowest the shorts should be able to take this down would be 150 million market cap which would put the current PPS at around $.32 or so . Now if shorts decide to take it this low then I see this as an opportunity to buy more. This reminds me of 2019 when the stock was under a dollar then it ran to $30 . I don’t think it will run this high but $3 is very possible with the right news .( ie 45V credit getting approved)

All in my opinion here

Yes, yes it’s going to get down to $.30 and I’m gonna buy a bunch of it and hang on for 234 years but who knows what

Interesting to see the other ones are doing well. "First of its kind clean waste collection test underway in SF
https://www.ktvu.com/video/1507055

100% accurate . Anyone putting a positive spin on a RS is either full of it or ignorant.