FuelCell Energy Inc (FCEL) Quote

How much lower will this stock go before a RS? Is it a buy for long-term or no?

Unconvincing as respects FCEL.
Now $.52

California will host a billion-dollar 'hydrogen hub.' What it means for our energy future
Russ Mitchell
July 25, 2024
https://www.yahoo.com/news/california-host-billion-dollar-hydrogen-100030617.html

https://investorplace.com/2024/07/cheap-beyond-belief-fuelcell-energy-stock-has-ridiculous-upside-potential/

Repost from PLUG board, courtesy of B_B!

Pacific NW Hydrogen Hub Launched with 1st Round of Federal Funds
Hub to Focus on Production, Distribution of ‘Green’ Hydrogen Made from Water
Jul 24, 2024 | Robert Mullin
The Pacific Northwest Hydrogen Association said it secured the first slice of a $1 billion DOE grant to develop a network of clean hydrogen suppliers and consumers across the region.
https://www.rtoinsider.com/83930-pacific-nw-hydrogen-hub-launched-federal-funds/

July 23, 2024
LPO Announces Conditional Commitment to IRG Erie to Build Pennsylvania Mechanical Plastics Recycling Facility that Will Help Lower Steelmaking Emissions

July 18, 2024
LPO Announces Conditional Commitment to Clean Flexible Energy to Build Utility-Scale Solar Generation and Storage in Puerto Rico

July 9, 2024
LPO Announces Conditional Commitment to ENTEK Lithium Separators to Build Indiana EV Battery Separator Manufacturing Plant
https://www.energy.gov/lpo/listings/lpo-news

UK, following is another key slide you may be interested in, that I missed in my earlier post, as well as the final Acknowledgments slide. I'm sure they all have Linkedin accounts that you could use to contact them in case you want to ask them a question, or obtain more information you may be interested in.
Also, I forgot to mention that I'm not a paying member of Mission Hydrogen, I take snapshots of the slides during the free webinar presentations. Takes significant effort, and it's very time consuming, often causing me to miss important parts/points of the presentation.

UK, unfortunately Mission Hydrogen is a for-profit organization, thus, although most of their seminars are free, you have to pay a fee to listen to the recordings of webinars.

Thanks for these WTM. Do you know if the event will l be available to watch, these slides are rather complex and not sure what message they are trying to convey.
The myths and realities slide (21) is interesting ad there are more players and technologies here than I realized.

Check out @WeTheMarket message on Stocktwits http://stocktwits.com/WeTheMarket/message/580659207

Key slides from Mission Hydrogen webinar "Solid Oxide Fuel Cells – State of the Art and Outlook." yesterday morning at 10 am ET.

Fresh off the presses 7/24
https://news.bloombergtax.com/daily-tax-report/connecticut-supreme-court-affirms-fuel-cell-maker-tax-exemption

https://www.google.com/url?rct=j&sa=t&url=https://www.law360.com/articles/1861865&ct=ga&cd=CAEYCCoUMTQzMzAxOTU3NDQ2NTY5ODYwNzQyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw1aSzqfWaFcCbGxuAg7d3xO

Breaking News: Monumental Movement Coming From California’s ARCHES Hydrogen Hub.

The Hydrogen Podcast
1.25K subscribers
Posted Jul 25, 2024

In episode 333, The Arches hub signs with the doe. What are the details, and what does this mean for the future of US hydrogen development? I'll go over this news and give my thoughts on today's hydrogen podcast.

World's First $12.6 Billion Hydrogen Hub Is Officially Here.

Visceral Ace
9.44K subscribers
Posted Jul 23, 2024

In this video, I explain California's new clean hydrogen hub that just received funding to accelerate hydrogen adoption for cars, trucks and industrial use!

lol...is this a joke?...trailer park gas stations?...

"Management believes the company can generate $20 billion in sales by 2030, which would be one phenomenal growth rate considering the company reported $891 million in full-year sales in 2023."

this is a positive?...hopes and dreams of $20 bil in sales that would require a next to impossible phenomenal growth rate??...

"Plug Power is in the midst of expanding its green hydrogen network. Among other things, this involves improving the efficiency of its supply chain, increasing prices across its product and service portfolio, and meaningfully improving its margins."

so the plan is to get much bigger, raise prices on the things that they cant now sell, just generally somehow do better and they will make lots of dollars...

yup...great plan...sounds like it was written by a ten yr old on a take your kid to work day....

Recent Linkedin post.
https://www.linkedin.com/posts/chris-castiglione_we-are-solving-the-biggest-problem-in-the-activity-7221580723940392960-SlFI/

IGTM, you conveniently neglected the positive quotes from the article.
Link to article https://www.fool.com/investing/2024/07/23/forget-nvidia-billionaires-sell-buy-hypergrowth-ai/

"The lure of Plug Power as an investment is the high-ceiling potential of renewable energy as it pertains to transportation and infrastructure. Management believes the company can generate $20 billion in sales by 2030, which would be one phenomenal growth rate considering the company reported $891 million in full-year sales in 2023."

"Plug Power is in the midst of expanding its green hydrogen network. Among other things, this involves improving the efficiency of its supply chain, increasing prices across its product and service portfolio, and meaningfully improving its margins."

they need to explain how much they have spent on the SOEC (both FC and electrolyser versions) in trials and pilots and when they will be available for commercial purchase. The installations at NREL, Trinity and Sheffield university will have had a lot of support costs along with any fixes and customizations/developments as they near the commercial production specifications. But its been 2 years now…. time to start making money by selling them.

The generation business may need to be made into a separate reporting entity at some point to help benefit from the regulations for energy generation companies

"The following article mentions Plug Power (PLUG), but I believe the same also applies to FCEL."

unfortunately, you may be right...

the article said that plug was a "supercharged growth stock" whose " future is highly uncertain."...they went to say that plug has been "a cash-burning machine since its inception and has regularly turned to share offerings in order to keep the lights on. Last week, Plug announced a $200 million share offering that was priced well below where its stock had closed the previous day. With operating losses expected to continue for years to come, more share offerings seem likely.

the article also mentioned that a couple of big investors bought plug stock in the first quarter...which means they are now down about 30-40%...

i dont really see anything good in the article...

They're burning cash at a rate that cannot be sustained. If they had something to show for it it would be one thing. But $25mil cash burnmore or less per quarter, combined with ongoing losses and only promises to live by produces the sh/px investors are suffering with.
The company is forced into issuing shares ie dilution, to stay afloat, One way or the other, its a bifg negative and one engendering doubyt and suspicion.
Those trying to disparage articles of facts are being blinded and blocked from comprehensive analysis.

They've started to be more transparent and detailed in conference calls and answering questions. They laid out there service schedule so people know exactly what to expect as far as service and license agreement. If we pay close attention We will be able to figure out how that takes away from the generation revenue and how that increases quarterly revenue based on the replacement modules along with approximately how much per megawatt of replacement. Generation Revenue will obviously dip slightly when there are replacements being done due to downtime for the swap. We still should average 15 million per quarter in my opinion. They also recently announced adjusting their cap-X downwards based on market demand and trying to closely monitor spending. That was a proactive move. I thought there's not a whole lot they can do to improve the share price but now that I'm talking about it there is something they could do. They could have an analyst meeting. If they invited all analysts to sit down and clearly inform them of what they're doing to manage their cash along with different stages of sales IE recently closed contracts contracts in late stages of negotiation contracts in middle stage and contracts in early stage. I don't know if that violates SEC standards. Can't see how it would if it weren't during a quiet period and they did a filing on it. Then analysts who were really doing their diligence could be accurate and get on the same page. I still see 2025 as likely the most remarkable year for the company as far as the factual financial turnaround being defined. We had a revenue jump from approximately 70 million per year about 3 years in a row, up to 130 million give or take a little 2 years in a row. Next jump in 25 is going to be somewhere between 200 and 300 million. I know that's a broad range, But obviously there are several factors to consider. 200 million is a very very conservative low end estimate. That would be low end on every category of revenue. 300 million would be high-end on everything and the timing would have to be right on accounts receivable. If one were to guess about 250 million I'm hoping and thinking they would be close but a little light. They put out a schedule for modular exchanges in South Korea, If I recall correctly start in Q4 of this year. I really have to look back at it though. That combined with the service and license schedule along with assuming 15 million per quarter of generation gives you the vast majority of expected revenue pretty clearly. The only variables would be accounts receivable, timing, any new sales and advanced technologies. Advanced technologies is going to be a minimum of 4 million per quarter, beast on historical results for the last 3 years. The Exxon Mobil agreement is Advanced Technologies. As the extended and expanded JDA states, minimum is the key word. $10M per year. This is all going to start to come pretty clear by Q1 results in March, I like to listen to the call then read the transcript afterwards to make sure I'm clear on everything. 23 results should be interesting to say the least. Hopefully analysts have some good questions and better yet the company has some good answers.

Agree a very confusing article comparing electrolyser efficiency with fuel cell efficiency and suggesting emerging technology will actually prove to be deployable in a commercial world in 2025.
I never heard of Hysata and I'm pretty sure I would have seen PRs about the supposed 40GW back log of orders… Will do more digging on that

I do hope we get an update on the Few Strategy though as it is confusing he market - what is happening with the SOEC electrolyser and fuel cell - is it actually working in commercial setting yet? When do they see role out to cover their order back log (if they have one)? Until that happens they have to remain a. CCS/Nat gas play

The following article mentions Plug Power (PLUG), but I believe the same also applies to FCEL.

Forget Nvidia: Prominent Billionaires Are Selling It and Piling Into 2 Hypergrowth Stocks That Have Little to Do With Artificial Intelligence (AI)
By Sean Williams – Jul 23, 2024
https://www.fool.com/investing/2024/07/23/forget-nvidia-billionaires-sell-buy-hypergrowth-ai/

Update on Mission Hydrogen webinar scheduled for tomorrow morning at 10 am ET. The original seminar was supposed to be on Solid Oxide Electrolyzers, it will instead be on Solid Oxide Fuel Cells.

Title: “Solid Oxide Fuel Cells – State of the Art and Outlook”
Speaker: Rob Braun
Date: Wednesday, July 24
Time: 07:00 am Pacific | 10:00 am Eastern | 16:00 CEST | 07:30 pm IST | 10:00 pm AWST
Price: Free
Registration: www.mission-hydrogen.com

Following is the explanation for the change as well as the previous post.

Explanation for change:

Professor Rob Braun from the Colorado School of Mines will be our webinar speaker tomorrow. He is a world-leading expert for Solid Oxide Fuel Cells and Solid Oxide Electrolyzers.

We’ll do two webinars with him:

One on “Solid Oxide Electrolyzers – State of the Art and Outlook”
and one on “Solid Oxide Fuel Cells – State of the Art and Outlook”.

Due to a misunderstanding, Rob has prepared the second webinar for tomorrow, and unfortunately he does not have time to prepare the electrolyzer webinar today.

Let me promise you one thing: The webinar will be fantastic. I have seen the slides, and you’re going to get the most recent knowledge on SOFCs – including several aspects that are valid for SOECs as well.

And obviously you can ask your SOEC questions together with the SOFC questions in the Q&A. I’ll make sure you get the answers you need.

Previous post:

Mission Hydrogen webinar "Solid Oxide Electrolysis – State of the Art and Outlook."

Speaker: Rob Braun
Date: Wednesday, July 24
Time: 07:00 am Pacific | 10:00 am Eastern | 16:00 CEST | 07:30 pm IST | 10:00 pm AWST
Price: Free
Registration: www.mission-hydrogen.com

Background
The most efficient electrolyzer type is called SOEC – Solid Oxide Electrolysis Cell. It’s efficiency is far above PEM or other electrolyzers, which makes it very attractive.

However, the maturity level is rather “R&D” or “Demonstration” instead of “Large scale commercial”. While the largest PEM or alkaline electrolyzers in the field are in the 100+ MW class, SOEC systems are rather in the 100+ kW or single digit MW class.

And while the main advantage is the high efficiency, it comes at a cost: the operating temperature of SOECs is high (typically between 600-900°C). This means that special materials are needed and that ramping them up and down several times a day is not the preferred operation mode.

A leading scientist for SOECs is Rob Braun, Distinguished Professor at Colorado School of Mines and Director, Mines/NREL Advanced Energy Systems Graduate Program.

In our next webinar on Wednesday, July 24, Rob will give us an overview of the state of the art of Solid Oxide Electrolysis and an outlook of what is realistic in both research and industry in the coming years.

Since this is what's out there everyone may as well be aware of it. Supposedly written by Longview investor, which could obviously be any one. Seems like it was written by Donald Trump given the fact that there's far more inaccurate statements than accurate. They did get a few things right of course they have to or everyone would know they were full of crap. Particularly they point out 25 million cash burn per quarter. But they say that's increased or increasing however it's actually declining. They also say they have 10 quarters worth of operations unless they pay off all existing debt then they would only have four quarters. So in other words they have plenty of cash for operations I don't know how they tried to spin that into a negative. Anyway far too many inconsistencies but this is what's out there
https://www.google.com/url?rct=j&sa=t&url=https://seekingalpha.com/article/4705542-fuelcell-stock-unsustainable-business-model-sell&ct=ga&cd=CAEYAioTMjgzMTg2MzgyNjc3Njk1NDE1NzIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw2IM9fPGhmy4sRE7Pp_p_B3

I'm sure we have several partners in common around the globe. I know we are both named partners in at least couple of the hydrogen hubs. Not sure which ones plug was named in but fuel cell was named in the California hub and the gulf hub

Hog, Plug Power is also a partner and a customer of Chart Industries.

Published April 5, 2021
https://investors.bakerhughes.com/news-releases/news-release-details/plug-power-chart-industries-and-baker-hughes-announce-their/

Published Mar 18, 2021
https://renewablesnow.com/news/plug-power-buys-charts-liquefaction-systems-for-green-hydrogen-plants-734900/

PREMARKET SHOWS LOWER PRICES.

9 links by HOGWASH IN A DESPERATE EFFORT TO PUSH THE STOCK. t
THAT'S 9!
NOT THAT THE INFORMATION ON THESE LINKS ARE ANYTHING NEW. RATHER THEY'VE BEEN CONSIDERED BY THE ANALYTS AND MEASURED BY THE MARKET ALREADY.
DESPERATION IS OBVIOUS.

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-Low-Carbon-Hydrogen-Project-with-Kinectrics-and-Bruce-Power-Awarded-IESO-Hydrogen-Innovation-Fund-to-Further-Technologies-and-Grid-Flexibility/default.aspx&ved=2ahUKEwj9o8L7qryHAxV1FFkFHZHNCzgQFnoECBkQAQ&usg=AOvVaw2VRI0T8ZHF5l_w5TSWQX_K

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-Technology-to-be-Used-in-Sacramento-Wastewater-Biofuel-Clean-Energy-Project/default.aspx&ved=2ahUKEwjmibOYq7yHAxWHEVkFHUthC_EQFnoECBUQAQ&usg=AOvVaw29plAwSg2EsZHcefcXTSX-

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-Electrolyzer-to-be-used-in-UK-Hydrogen-and-Nuclear-Study/default.aspx%23:~:text%3DFuelCell%2520Energy%27s%2520electrolyzer%2520will%2520be,volume%2520tankers%2520to%2520dispersed%2520sites.&ved=2ahUKEwiN3KC7q7yHAxUoD1kFHUQ_DTgQFnoECBQQBQ&usg=AOvVaw0wIbJsapt8mjyD3TeGbsXy

https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.fce.com/press-releases/press-release-details/2023/ExxonMobil-to-Build-CCS-Pilot-Plant-with-FuelCell-EnergyUsing-Carbonate-Fuel-Cell-Technology/default.aspx&ved=2ahUKEwjd27PZq7yHAxXSElkFHbxWDjkQFnoECBYQAQ&usg=AOvVaw2Nq5N5wOdO5AHcR24baVWS

FCE & Exxonmobil ACCELERATE
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://jpt.spe.org/exxonmobil-fuelcell-energy-partnership-accelerates-carbonate-fuel-cell-carbon-capture-tech&ved=2ahUKEwjd27PZq7yHAxXSElkFHbxWDjkQFnoECCYQAQ&usg=AOvVaw3vHM13oldXtoDB7WTjBeUP

Big Navajo Energy web site
https://www.bignavajoenergy.com/

https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.finsmes.com/2023/09/big-navajo-energy-receives-investment-from-brown-venture-group.html&ved=2ahUKEwjqmuP8pryHAxVqrYkEHUKOApo4ChAWegQIBhAB&usg=AOvVaw0P9782dcNIt98SfvZ3-202

This is still coming to fruition
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.businesskorea.co.kr/news/articleView.html%3Fidxno%3D95288&ved=2ahUKEwjAqLPop7yHAxWkrokEHQvuDZ8QFnoECBgQAQ&usg=AOvVaw0a5dmTcbn_4eFoNLqe4wsh

S Korea is biggest near term opportunity, with $160M signed and more coming. For sure.

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

https://www.chartindustries.com/News-And-Events/FuelCell-Energy-collaboration

https://www.power-technology.com/data-insights/innovators-fuel-cell-powered-buildings-power/

May 2024 most recent update on MHB site
https://mhb.com.my/soec-modularization/

Must read from May 7
https://www.autoweek.com/news/a60720918/toyota-and-fuel-cell-energy-make-case-for-hydrogen/

Few liked this interview with WF CEO about Mergers and Acquisitions, Hm??
https://www.linkedin.com/posts/sambraunstein_david-faber-co-host-of-cnbcs-squawk-on-activity-7220076687076532224-nga7?utm_source=share&utm_medium=member_android

CA needs 20GW hydrogen power by 2045
https://www.linkedin.com/posts/california-hydrogen-business-council_hydrogenstrategy-projectdevelopment-hydrogen-activity-7217203492380123137-jkpD?utm_source=share&utm_medium=member_android

For sure. I think a 1 for 20 is likely.
No other choice but toR/S

Stocks hits my target of $.50 exactly and then goes to a new intraday low of $.49
With 63.5 million shares trades labelled capitulation . That's enough for even another Dead Cat Bounce.After that lower prices still.
So BUY The Dip and take the Trip.

There's a Sucker born every day

Hope last Friday was the bottom, added 1,000 shares today, up to 10,000 shares now. Good luck to all.

Is this stock going to R S?

FCEL new 52 week low

The Hydrogen Podcast Interview: Insights from OPW Clean Energy Solutions' Felipe Sperduti Machado

The Hydrogen Podcast
1.25K subscribers
Posted Jul 22, 2024

Join us on this episode of the Hydrogen Podcast as we delve into the future of hydrogen with Felipe Sperduti Machado, Senior Director of Hydrogen and Cryogenics at OPW Clean Energy Solutions. Felipe shares his extensive knowledge and experience in the hydrogen industry, discussing key accomplishments, challenges, and innovative solutions in hydrogen refueling and distribution.

Learn how OPW CES is paving the way for a cleaner energy future, and discover the exciting advancements in liquid hydrogen technology and infrastructure. Don't miss this insightful conversation that highlights the potential of hydrogen as a mainstream energy source and OPW CES's role in driving this transformation.

Key Moments:
0:00 - Introduction by Paul Rodden
1:08 - Felipe Sperduti Machado joins the podcast
1:20 - Felipe discusses his journey in the hydrogen industry
2:11 - Key accomplishments at OPW Clean Energy Solutions
2:58 - Overview of OPW CES and its mission
3:33 - Introduction to Acme Cryogenics and Rigo
4:37 - Challenges in liquid hydrogen distribution
6:03 - Addressing safety concerns in liquid hydrogen
7:20 - Importance of standardization in hydrogen refueling
9:13 - Technological advancements in hydrogen distribution
10:09 - Innovative solutions for liquid hydrogen refueling
11:50 - Enhancing capabilities with Acme Cryogenics and Rigo
12:43 - Ensuring reliability and efficiency in hydrogen infrastructure
14:00 - Success stories and significant impacts of OPW CES solutions
15:00 - Future trends and opportunities in heavy-duty transportation
15:54 - Preparing for the demands of a growing hydrogen economy
16:39 - Exciting collaborations and partnerships
17:27 - Key factors for hydrogen's success as a mainstream energy source
18:05 - Predictions for the hydrogen industry over the next decade
19:00 - Closing thoughts and where to find more information about OPW CES

Mission Hydrogen webinar "Solid Oxide Electrolysis – State of the Art and Outlook."

Speaker: Rob Braun
Date: Wednesday, July 24
Time: 07:00 am Pacific | 10:00 am Eastern | 16:00 CEST | 07:30 pm IST | 10:00 pm AWST
Price: Free
Registration: www.mission-hydrogen.com

Background
The most efficient electrolyzer type is called SOEC – Solid Oxide Electrolysis Cell. It’s efficiency is far above PEM or other electrolyzers, which makes it very attractive.

However, the maturity level is rather “R&D” or “Demonstration” instead of “Large scale commercial”. While the largest PEM or alkaline electrolyzers in the field are in the 100+ MW class, SOEC systems are rather in the 100+ kW or single digit MW class.

And while the main advantage is the high efficiency, it comes at a cost: the operating temperature of SOECs is high (typically between 600-900°C). This means that special materials are needed and that ramping them up and down several times a day is not the preferred operation mode.

A leading scientist for SOECs is Rob Braun, Distinguished Professor at Colorado School of Mines and Director, Mines/NREL Advanced Energy Systems Graduate Program.

In our next webinar on Wednesday, July 24, Rob will give us an overview of the state of the art of Solid Oxide Electrolysis and an outlook of what is realistic in both research and industry in the coming years.

“Do you really think the United States wants to fall behind on hydrogen to Asia.”

I don’t think they give a crap…why would they?…

Do you really think the United States wants to fall behind on hydrogen to Asia.
https://cm.h2-view.com/t/t-l-eurhkhl-tlttwkidr-o/

https://www.reuters.com/world/us/biden-administration-announces-43-billion-climate-grants-2024-07-22/

Must be a reason why rthe shorts have been so successful for over 4 years.
Um- Fundamentals perhaps?

These are same mental midgets who said " BUY the Dip".
They've had enough dips to drown in..

and the more you buy, the more you lose. Gives new meaning to " a gluten for punishment".

Smart???????????? Omy God! Freakibng hilarious. The absolute dumbest thig I have ever heard. Period. Done deal. LOL LOL LOL LOL LOL!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! The more you lose loser.