FuelCell Energy Inc (FCEL) Quote

https://interestingengineering.com/energy/us-firm-reactor-supply-hydrogen-electricity

Toyota April 28
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://pressroom.toyota.com/toyota-expands-commitment-to-hydrogen-society-with-fleet-infrastructure-and-next-gen-system-debut/&ved=2ahUKEwirgtSn2YaOAxXAv4kEHS4tHSEQFnoECDQQAQ&sqi=2&usg=AOvVaw1HWZfd8sXEK1MF1TlvSNaQ
May 1
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://pressroom.toyota.com/toyota-establishes-hydrogen-headquarters-to-accelerate-advancement-of-fuel-cell-technology/&ved=2ahUKEwirgtSn2YaOAxXAv4kEHS4tHSEQFnoECCQQAQ&sqi=2&usg=AOvVaw3osZyRBifcUnYGBmbT_S-J
June 20
https://www.hydrogenfuelnews.com/toyota-deploys-hydrogen-fuel-cell-trucks-in-europe-for-zero-emission-logistics/8571359/

200 day is $8.20 currently but obviously dropping daily while SP is lower. If this closes over $8.20 at any point in the next week (my prediction) the sky is the limit, although I think there's a pause breaking $10 and $12!
https://www.tradingview.com/symbols/NASDAQ-FCEL/technicals/

Nuclear story continues growing. We know projects won't be up & running for years (2029 ish) but deals will be made and contracts signed long before. NuScale is moving fastest and we are with them on a very unique tech!
With CNL Canadian Nuclear Lab
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-Announces-Major-Clean-Fuel-Fund-Support-for-eFuel-Projects-in-Canada/default.aspx&ved=2ahUKEwiJ56eZiv-NAxVHkYkEHemyJK4QFnoECCEQAQ&usg=AOvVaw0JOAmcCQLvj_b6x3MTSoKv

With KNHP
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-and-KHNP-to-Pursue-Clean-Hydrogen-Production-Projects-in-Korea/default.aspx&ved=2ahUKEwjkz87Viv-NAxWKCnkGHZ_fKQYQFnoECCUQAQ&usg=AOvVaw27MHa60ZRQ5XuI834ht9QF

Obviously INL
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.fce.com/press-releases/press-release-details/2025/Idaho-National-Laboratory-Testing-of-FuelCell-Energys-Electrolyzer-to-Show-Further-Commercialization-Opportunity-for-Nuclear-Power-Plants/default.aspx&ved=2ahUKEwiSkZrwiv-NAxVYhYkEHc2XFe8QFnoECCIQAQ&usg=AOvVaw3pNst2M4u30JniskmBsppp
& Obviously NuScale relationship is still moving forward
https://www.nuscalepower.com/press-releases/2025/nuscale-advances-clean-water-and-hydrogen-production-with-breakthrough-research

With CNL Canadian Nuclear Lab
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-Announces-Major-Clean-Fuel-Fund-Support-for-eFuel-Projects-in-Canada/default.aspx&ved=2ahUKEwiJ56eZiv-NAxVHkYkEHemyJK4QFnoECCEQAQ&usg=AOvVaw0JOAmcCQLvj_b6x3MTSoKv

With KNHP
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-and-KHNP-to-Pursue-Clean-Hydrogen-Production-Projects-in-Korea/default.aspx&ved=2ahUKEwjkz87Viv-NAxWKCnkGHZ_fKQYQFnoECCUQAQ&usg=AOvVaw27MHa60ZRQ5XuI834ht9QF

Obviously INL
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.fce.com/press-releases/press-release-details/2025/Idaho-National-Laboratory-Testing-of-FuelCell-Energys-Electrolyzer-to-Show-Further-Commercialization-Opportunity-for-Nuclear-Power-Plants/default.aspx&ved=2ahUKEwiSkZrwiv-NAxVYhYkEHc2XFe8QFnoECCIQAQ&usg=AOvVaw3pNst2M4u30JniskmBsppp
& Obviously NuScale relationship is still moving forward
https://www.nuscalepower.com/press-releases/2025/nuscale-advances-clean-water-and-hydrogen-production-with-breakthrough-research

6/19/25 news
June 19, Toyota keeps pushing
https://cm.h2-view.com/t/t-l-gjylyky-tlttwkidr-d/

NuScale
https://cm.h2-view.com/t/t-l-gjylyky-tlttwkidr-o/

Although there was a brief intraday dip below $6, it seems like there's a lot of support at $6. Was over $6 the vast majority of the day, and closed the last couple hours with upwards pressure.

That would be awesome and satisfying both sides of the aisle. Well, not the environmentalists lobbying to do away with fossil fuel completely and immediately. But both sides should agree. Especially since many major political contributors would benefit. That would mean FCE decision to focus on MCFC was spot on

Carbon Capture Association Lobbying for $120 in 45Q.

Long read - but basically, they are pushing proposal for increase of 45Q tax credit to $120/ton CO2. Let's Go!

https://carboncapturecoalition.org/senate-finance-committee-preserves-45q-but-value-of-credit-will-continue-to-erode-until-2028/

https://carboncapturecoalition.org/ensuring-the-continued-success-of-the-carbon-management-industry-through-a-robust-45q-tax-credit/

True that, Johnny.

So far so good for Big Beautiful Bill.

It's still unclear if the Big Beautiful Bill will actually pass or not. Also, there will definitely be changes during the next week when the actual text is finalized. However, so far things are very positive for FCEL even though the market and media do not factor that in yet.

As of now, it looks like solar and wind credits are on the way out quickly. The 45V hydrogen tax credit is out also. On the face of it, that sounds like bad news for FCEL. However, the 45V was rigged by the last aministration/IRS to be unworkable and at best only available when using solar and wind energy. And really impractical and with tons of strings attached. It's unworkable, so no loss to get rid of it.

Thus, the investors have been led to believe that all hydrogen stocks will have no tax credit. This is completely and totally untrue because blue hydrogen production is handled separately under the 45Q tax credit. (Most companies involved with CCS don't actually produce hydrogen). The proposed new 45Q tax credit has actually been increased for utilization. If you read the few articles to acknowledge it, they explain that the proposal yesterday in the Senate increased the amount from $60 to $85 per ton for utilization. And there is a push to even further increase that number. I expect that number to go up in the next week.

Bottom line: Natural gas is totally in play for FCEL. And also, hydrogen is totally in play when produced via carbon capture. This is a huge win for FCEL, even though most media and investors do not understand the link between FCEL, 45Q, carbon capture and hydrogen.

CERA WEEK follow up comments very optimistic short term
https://www.fuelcellenergy.com/blog/since-ceraweek-advancing-low-carbon-power-and-hydrogen

there isnt any fcel chart of any length that looks good...

fcel lost all its gains from yesterday...and then some....broke below support...

this is all hope and dreams...similar to the repeated claims that the pps would reach $100 per share...and although that seems like an incredulous claim now, it was made BEFORE the reverse split...that means that now, the pps would have to hit $3000 to make that fantasy come true...

"Senate is ignorant."

there are 435 members of the house of representatives that approved the bill that was sent to the senate...but just the senate is ignorant?...lol

"The world is going to move way ahead of The US over the next 4 years."

lol...no...just because they realize the folly of hydrogen and dont want to subsidize big business at the expense of taxpayers?...

the people who actually have the power and understand money were NEVER going to let Biden throw trillions of dollars around like it was confetti in a parade...they were NEVER going to let the hundreds of billions in tax credits, grants, free money etc happen...they knew he would be a one term president and they knew who was going to walk in and take that seat behind the resolution desk...

thats why the treasury took their sweet time looking over all the documents and never really made a decision allowing any of biden's BS to happen...they allowed a few things...but just a little to make it look like they were trying...lol...they knew there would be a big beautiful bill coming...a bill that made sense...and for the most part, hydrogen makes NO economic sense...

so its like i have been saying all along...hydrogen is out and nuclear and solar is in...there will be cuts to solar but solar is here to stay...they will survive quite nicely...

i would imagine if someone wants to go with hydrogen, the Fed Gov will likely assist, but no, they wont be throwing money at it...that was CLEARLY never going to happen...

I'm pretty confident 45Q still in place and will be beneficial. I'm also cautiously optimistic about the 45v. I recall at least a couple of our projects are cable of producing hydrogen even though they may not be right now. That means they fit the criteria time frame-wise to qualify. There are also a couple of other ones that are producing hydrogen that would fall in that time frame. I believe we may get a windfall of money once these decisions are final, which would likely be this calendar year possibly even fiscal year

There is an effort today for a slower phase out of the clean energy tax credits. I read an article yesterday that stated we still have the 45Q credits for carbon capture projects until 2029.

Senate is ignorant. The world is going to move way ahead of The US over the next 4 years. We'll be lucky to be a distant 4th or 5th in 2029.
https://www.h2-view.com/story/us-senate-committee-pushes-ahead-with-hydrogen-tax-credit-cut-in-draft-budget-bill/2128170.article/?

Keep your eye on the prize The 5-day chart looks good as does the one month and 3 month, 6-month will look just as good if not better once this breaks $8, of which by the way would put it right at the 200-day moving average. Unless it breaks $8 this week, of which we would have to get to $8.20

That's good then. Hopefully leading to good news for FCE since we are aligned with several entities on nuclear opportunities

agreed...they need to get people out of the way that are blocking progress...it shouldnt take 20 years to build a nuclear facility...

and in any case, why would someone being pushed out of a job be such a big deal anyway?...was he like a supreme court justice?...hired for life?...

He was let go to soften the regulatory environment for civilian nuclear projects getting approval. The NRC has been stifling the nuclear power industry by being overly cautious about safety.

WTF???
https://www.catf.us/2025/06/dismissal-nrc-commissioner-undermines-nuclear-deployment-oversight/

FCEL is in the process of moving from claims to reality with INL!
https://www.h2-view.com/feature/column-hydrogen-electrolysers-must-move-from-manufacturer-claims-to-measurable-reality/2128026.article/?

UK investing big
https://www.hydrogenfuelnews.com/uk-commits-500-million-to-hydrogen-infrastructure-in-push-for-industrial-decarbonization/8571275/?awt_a=1jpsU&awt_l=NIGEt&awt_m=h_Nk3JFQZu5DlsU

Toyota going big and FCE has been part
https://pressroom.toyota.com/toyota-expands-commitment-to-hydrogen-society-with-fleet-infrastructure-and-next-gen-system-debut/

Toyota Dynamometer 1.2MW stationary fuel cell!!!!! Touting TMNA and FCE Tri-Gen
https://pressroom.toyota.com/toyota-establishes-hydrogen-headquarters-to-accelerate-advancement-of-fuel-cell-technology/

They will figure out what to do with those blades sooner or later…until then, keep making more and more of them…

FCE product is 93 or 94% recyclable. Look at these wind blades
https://www.linkedin.com/posts/activity-7340108420412297217-u35G?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

TuNur, Oando, MHB, IBM, South Korea (KEPCO), Diversified Energy & Tesiac, Ameresco (Sacramento), Hartford, UCONN, All these are Nuclear (Idaho National Labs, KHNP, CNL), US DOE, and Exxonmobil, all currently working with FCE!
$1.3B backlog and $240M cash. Restructuring to cut spending 30%, accelerating time to Profitability.
No way market cap should be less than $200M, currently around $130M. Share price should be over $8 for sure, and should be very shortly. In my opinion, no later than end of July, but with any significant news, could be immediately!

Just look at all the headlines
https://www.qcintel.com/hydrogen/article/brazilian-industry-to-push-for-green-hydrogen-cooperation-with-germany-42819.html

I have continuously discounted the amount of traders and short players that have entered the market over the past 10 years. Obviously there was some massive growth leading up to and after the conference call. Which clearly means there's no reason for the stock to decline other than some brief profit taking People are afraid of losing that profit after a couple of days decline and the ongoing trading and shorting from the players. Seems like we might need to wait until the next big deal or Q3 results whichever comes first. The stage is set and I would be glad to have the opportunity to buy in at this price or lower. So I won't be upset at all if the share price does not go up from here for the next 3 weeks. That said, I still maintain as much confidence as ever about double digits no later than the end of September

I have continuously discounted the amount of traders and short players that have entered the market over the past 10 years. Obviously there was some massive growth leading up to and after the conference call. Which clearly means there's no reason for the stock to decline other than some brief profit taking People are afraid of losing that profit after a couple of days decline and the ongoing trading and shorting from the players. Seems like we might need to wait until the next big deal or Q3 results whichever comes first. The stage is set and I would be glad to have the opportunity to buy in at this price or lower. So I won't be upset at all if the share price does not go up from here for the next 3 weeks. That said, I still maintain as much confidence as ever about double digits no later than the end of September

I have continuously discounted the amount of traders and short players that have entered the market over the past 10 years. Obviously there was some massive growth leading up to and after the conference call. Which clearly means there's no reason for the stock to decline other than some brief profit taking People are afraid of losing that profit after a couple of days decline and the ongoing trading and shorting from the players. Seems like we might need to wait until the next big deal or Q3 results whichever comes first. The stage is set and I would be glad to have the opportunity to buy in at this price or lower. So I won't be upset at all if the share price does not go up from here for the next 3 weeks. That said, I still maintain as much confidence as ever about double digits no later than the end of September

FCEL Rally Consensus Zacks
https://www.zacks.com/stock/news/2494399/wall-street-analysts-believe-fuelcell-energy-fcel-could-rally-3958-heres-is-how-to-trade?cid=CS-STOCKTWITS-HL-tale_of_the_tape|consensus_price_target-2494399&adid=SYND_STOCKTWITS_HEADLINE_TALEOFTHETAPE_551_2494399

45V Hydrogen Production Tax Credits on the table in the Senate

https://www.hydrogeninsight.com/policy/clean-hydrogen-tax-credits-still-on-the-table-in-senate-talks-on-us-budget-bill-report/2-1-1831682

BREAKING
UK Government announces Scottish Acorn carbon capture project funding

"I'm still very confident we have a legitimate shot at $8 this week and even more importantly $10 this month"...

you've been confident during all the hundreds of times you were wrong from $29 all the way down to 11 cents....the fact of the matter is, you have absolutely no clue what is going to happen with fcel at any given time....you just pump it no matter what...

Profit taking was 100% given just a question of whether or not it's going to be one day or two. I'm guessing we see green at the end of the day tomorrow. After being up over 50% from the support level in the last 2 days, In over 110% from the intraday low in the past month, There's no way this was going to keep running without at least one down day. Friday morning all investors would have been perfectly happy had they known it was going to be over $6.50 today. I'm still very confident we have a legitimate shot at $8 this week and even more importantly $10 this month

CCS: Perfect Storm forming in Texas.

EPA proposes giving Texas authority to oversee CO2 injection permits

https://www.reuters.com/sustainability/boards-policy-regulation/us-epa-proposes-giving-texas-authority-oversee-co2-injection-permits-2025-06-09/

as a month ago or somewhere there abouts, average volume was under 1 million shares a day. Now it's up to 2.6 million and we surpass that by far with 10 minutes left in the trading day. We are almost exactly 100% up from the intraday low about a month ago. At the moment, We are easily above a 3-month closing high. I'm extremely confident in September after the Q3 call This will be well into double digits, which could easily happen this month.

Valuation! This is still vastly undervalued. Let's look at some facts. 1) the company is currently discussing moving toward profitability which they never do. They've taken measures to accelerate timetable to profit. 2) increased backlog to $1.3B.
3) expanded on relationship with Exxon Mobil and MHB in the past year and established a couple of new relationships to appear to have a lot of potential. 4) 1st commercial carbon capture projects is progressing on schedule with ExxonMobil. 5) $240M cash and equivalence
Market cap at $10 per share would be approximately $220M market cap. 6) 52 week high is around $25.
7) Market cap reached approximately $10B In early 2021 without any discussion or vision of profitability. 8) SP would have to be almost $11 to equal cash and equivalents. There's no current reason for the stock to be valued at least at cash value, If not a 52 week high.

UK, thank you for the insightful response.

Perfect Storm for FCEL forming, imo.

Doug Burgum discussing energy starts at 4:00 minute mark.

The entire energy landscape has changed in the last few months. All about Nat Gas now. Nuclear in future. Wind and solar are out, unless the can make it without subsidies.

Not sure why hog has me blocked, I try to be factual about their situation.I would wait 7ntil we see someth8ng from their datacenter partnership.  It seems odd to announce without any deal. Bloom did similar but with the first site contracted.  Also West Virginia isn't know for datacenter sites (yet?).Exxon CCS is still waiting but once the first test system is commissioned we should see some data.So waiting for one or the other to happen, the current customer renewals stop this year so need these to get revenues for 2026.

Doubtful. I blocked him many moons ago

amazing...i critiziced for years all the hiring that Few did because he thought he would get so much business and billions of dollars of free Gov money....i asked how in the hell do you hire many hundreds of new employees based on a hope and a prayer...

of course hedgehog and others insisted it was a brilliant move...smh...and now Few finally admits it was utterly stupid and will only hire based on signed contracts and not hopes and dreams...he has been forced to lay off many employees and only has 400 left??....

revenues are up 67% but losses have STILL increased....if let me repeat, revenues went way up but not only did they NOT manage to cut losses, but instead those losses INCREASED!...

Few says he wants to scale back on on all the happy pie in the sky crap hes been trying to promote as well as research on all the fancy bs they have been doing...instead, he now wants to focus on their core tech and do what they do best...THATS WHAT I HAVE BEEN SAYING THEY SHOULD DO FOR YEARS NOW!...

“cessation of the majority of development efforts with respect to our solid oxide technology.”

i thought that was supposed to be the crown jewel...business must really be bad at fcel...

theres only about 5 people that post on this board anymore...maybe less now...and you have half of them on ignore....i wonder how it is possible to moderate a board when you cant see half the posts?....it really doesnt get any dumber than that...

there were only 2 posts yesterday...and neither of them had anything to do with hopester...so no, no one mentioned him yesterday...

SMGDH

is it bashing if you say for years that the stock is in a longterm downtrend and has no where else to go but down...and the stock does fall and fall and fall to the point where it has to be rescued with a 30-1 reverse split...and then still continues to fall?...

you pumped the stock for years and have been proven DEAD WRONG...hopester said the stock would drop and he has been proven ABSOLUTELY CORRECT....

but hes a basher...

LMFAO

hopester hasnt posted in a while and you are desperate to know why...YOU havent posted in while but insist the reason is irrelevant...

smh...why am i not surprised...clearly nothing much has changed with you...lmao

CT Insider FuelCell Energy

https://www.ctinsider.com/business/article/fuel-cell-energy-job-cuts-danbury-torrington-ct-20364962.php

I had him on ignore for quite a while so I didn't notice. But I believe someone else mentioned it yesterday. Their thought aligns with mine, which is that he was a paid basher or involved with shorting and no longer sees any benefit from shorting so has moved on. Or his boss has moved him on to another board.

Hey Hog, haven't posted in a while - matters not why. But I have noticed that our dearly "departed" friend Hopester has stopped bashing (at least for now). Anyone know what happened to Hopester? His posts were, at a minimum, always entertaining . . .

UK, are you warming up to FCEL as a good investment?