FuelCell Energy Inc (FCEL) Quote

Meta’s Biggest-Ever Data Center Could Lift These 5 Companies

https://www.msn.com/en-us/money/companies/meta-s-biggest-ever-data-center-could-lift-these-5-companies/ar-AA1vtizh

......

“The customer is expected to make a substantial contribution toward the cost of implementing Carbon Capture and Storage” at an existing natural gas plant, Entergy wrote in a filing.

A lot of posters keep posting news about the Hydrogen sector which has no impact on the stock . This reminds me of Tesla and the other new EV companies that were coming out most of them went bankrupt . Just look at Mullen for example how the stock has done about 6 reverse splits in the last 2 years to survive. The same is for FCE has had to reverse split in the last 5 years to survive.

You seem to be on target with anything passed already it will be be very difficult to passed anything about the 45V now . The Trump administration is going to drill oil like never before . The only thing going for FCE now is the carbon capture technology to be a hit . I could be wrong but we are looking at a dead stock for now. And I have to agree that another offering should be happening sometime next year .With the lay off that FCE recently had tells the story for the next 12 months. I hope that I’m wrong with this thinking this stock could be 10 bagger or even a 5 bagger in the near future. Maybe in late 2026 and 2027 could be possible. IMO

US AI Task Force Co-Chair Asks FERC to Support Co-Located Data Centers - Letter

https://www.usnews.com/news/technology/articles/2024-12-06/us-ai-task-force-co-chair-asks-ferc-to-support-co-located-data-centers-letter

Seems like 'co-location' is going to be one of the big issues as far as expediting electricity for AI data centers.

Seems like Amazon and others are pushing for data centers to be built next to nuke plants. I just don't see that as a possibility in the short/mid term. Nat Gas definitely, however.

You are absolutely correct. What other purpose would they have for issuing those dilutive shares but to sell them to raise needed cash .
I've been saying they've been selling into the market when the stock gets a bounce.
As they deplete those shares, watch closely for another offering.No matter what's said by promoters, they wll need cash going forward and they will continue to dump shares on the market when the opportunity arises.

45V article repost.

I am optimistic.

These 2 links are directly related.
Check out @camfield7 message on Stocktwits http://stocktwits.com/camfield7/message/595350324

https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.foxnews.com/video/6365439469112&ved=2ahUKEwjXru3NoZSKAxV0F1kFHWZ3AuYQwqsBegQIFhAF&usg=AOvVaw3R11qngh7GrPGhdIyVJ2Ld

Any clue how nonsensical that statement is? How many shares have traded in the past 2 weeks, besides the 800,000 today. That would mean the large majority of shares traded in the past 2 weeks were actually just the company selling shares. Send at a higher price half the time. I mean when the stock was rising, on heavier volume by the way, they must have been selling at a higher price. Correct?????

You haven't read what I have. Any clue how many Republicans want the IRA in tact?

I said it before and I'll say it again.
Trump wants energy independence. That comes from more drilling of oil on domestic on and off shore . He loathes Hydrogen thinking its a king size waste of time and money. He favors Nuclear and Solar along with oil. The incentives will go to the favored few and peanuts for the rest.

When those delusionary turkeys finally get this is when Trump de Dump takes office. and makes it happen.
Hogwash is looking for a "10 bagger" in 2 weeks. Sound familiar ?

Really strongly suggest being fully aware of the entire story. And this is currently just a very small part of the company, but, part of their diverse, patented advanced technologies. Exxonmobil and Fuelcell have been working together OVER 10 years developing this CC Tech. Read this article carefully, and consider the potential and the time frame. If successful, (which I'm highly confident with the language used and excitement related, will be) Exxonmobil plans to go BIG with this. They have meticulously slow played this testing & tweaking to avoid wasting $ or failing. This decision will be made by year end 2026, no longer than 2 years. FCE however has the rights to market and deploy to help advance commercialization as they see fit, working with anyone. We're talking potential 10 bagger at any given moment within weeks. Already ran 1,400+% in less than 3 months on just hype and hope from the 2020 election.
https://exxonmobil.co/4dfpgvz

"Trump is hopefully going to be much looser and will totally delete the three pillars of nonsense."

not sure why anyone would think that?...the guy doesnt even believe we have a climate change issue...he loves big oil...as far as i can tell, he doesnt really give a damn about hydrogen...and Musk is in charge of seeing to it that no money is wasted...and he doesnt much care for hydrogen either...

i agree that Trump will delete the three pillars but i think he will delete the 45v and xyz as well...and he will try to take back all the IRA money and any other money Biden was throwing around as if we actually had it to give...

Biden's 45V and others don't matter, according to what I have read.

Anything done within the last 60 days of an Administration can be easily undone by the next one.

imo, nothing good will come from Biden's 45 V rule. If they wanted to implement the law issued by Congress they would have. Instead they invented the 'three pillars' of nonsense which are extremely restrictive. Trump is hopefully going to be much looser and will totally delete the three pillars of nonsense.

Trump's first approx 100 days will be crucial through executive orders and rescinding anything done in the last 60 days of Biden administration, and then the Reconciliation Bill which will have huge impacts on energy regulation, permitting and tax credit issues.

Biden's 45V and others don't matter, according to what I have read.

Anything done within the last 60 days of an Administration can be easily undone by the next one.

imo, nothing good will come from Biden's 45 V rule. If they wanted to implement the law issued by Congress they would have. Instead they invented the 'three pillars' of nonsense which are extremely restrictive. Trump is hopefully going to be much looser and will totally delete the three pillars of nonsense.

Trump's first approx 100 days will be crucial through executive orders and rescinding anything done in the last 60 days of Biden administration, and then the Reconciliation Bill which will have huge impacts on energy regulation, permitting and tax credit issues.

Thanks WTM, agree 100%

Hog, I reposted it on Stocktwits and got got the following response from Stocktwits user Gio_F.
Link https://stocktwits.com/Gio_F/message/595384672

Thanks for sharing. Treasury had already announced on October 1st [source-1] that this would come. And they shared the rules with the highest priority to be finalized before year end.

Those were:
1. Finalize § 45Y Clean Electricity PTC
2. Finalize § 48 Energy Investment Tax Credit
3. Finalize § 45V Clean Hydrogen PTC
4. Finalize § 45X Advanced Manufacturing PTC

UPDATED with latest news:
1. Not yet finalized, final rule will come before year end.
2. Finalized per December 4, 2024 [source-2]
3. Not yet finalized, final rule will come before year end.
4. Finalized per November 8, 2024 [source-3]

So: it's 2 down, and 2 more to go. And still some people here at the $PLUG board want to make you believe the 45V rule will not come in time. It will be here before Christmas and the whole US hydrogen market will profit; Plug Power in particular.

Bloom has their foot in the door with A1 Data centers securing a 1 billion contract with American Electric Power for same.
What chance does FCEL have?

Nice, I'm reposting

Final rules for ITC final draft printed on 12/12/24! This is unofficial for section 48 ITC
https://public-inspection.federalregister.gov/2024-28190.pdf

Final rules for ITC final draft printed on 12/12/24! This is unofficial for section 48 ITC
https://public-inspection.federalregister.gov/2024-28190.pdf

They will need cash as any projects expected to come turn into contracts. I don't see the contracts, but cash will be needed if they get them. that will deplete existing cash and " probably " mean they'll be selling shares into to market a/o seek outside further debt like they did recently with the Export/Import bank for $10 million.
Suffice to say, more dilution is coming and I wouldn't be surprised if they have another offering in 2025 like the last one.

Bloom Energy wins gigantic AI contract in for Data Centers .
https://ih.advfn.com/stock-market/NYSE/bloom-energy-BE/stock-news/94917148/bloom-energy-announces-gigawatt-fuel-cell-procurem

Facebook/Meta $10 Billion AI Data Center

https://www.foxbusiness.com/fox-news-tech/louisiana-governor-hails-metas-plans-new-ai-facility-largest-private-capital-announcement-state

Last week Zuckerberg visited Trump. Today he announced Humongous $10 Billion AI data center in Louisiana.

This is going to be primarily Natural Gas. Significantly, Louisiana is one of just a few states that has it's own laws/permits (called "primacy') which allows fast-tracking and enabling Carbon Capture projects.

Things are just beginning. Nat Gas/AI Data Centers are happening very soon. LFG!

Repost from NKLA Stocktwits board.

Huge news for this company but the industry all together. Some day, in the not too distant future (by end of 2026 at the latest in my opinion) FCEL will have a contract that's completely game changing, just like the Carbon Capture tech has been referenced by Exxonmobil numerous times. Game changing.
https://www.linkedin.com/posts/evoloh_evoloh-signs-supply-agreement-for-05-gigawatts-activity-7270108481930563585-Oicb?utm_source=share&utm_medium=member_android

AI data centers



This video shows the governor / premiere of Alberta Canada. She is specifically talking about AI data centers using natural gas. There is no doubt that this is going to be a humongous opportunity. The video is very long and too boring to watch. However I recommend watching for a minute or two at the 37:00 mark. The technical guy lays it all out about natural gas and carbon capture.

Exxon/imperial is a huge player in Alberta Natural Gas, and the premier/governor is a huge supporter.

Regarding 45V 45Q 45X etc:
this is a pretty good article.

https://www.crowell.com/en/insights/client-alerts/clean-energy-tax-credits-and-after-the-election-what-to-expect

From what I understand, it's really not important what Biden does about anything right now. Trump can and will make whatever changes he wants after he is elected.

Anything that has already passed Congress previously has been codified and will be difficult for Trump to change. However anything that is done in the last 60 days of an administration is much much easier to change and so anything that has not been done yet will be easily changed by Trump.

In addition to the Treasury Dept changes, Trump can use executive action on some things. And then there will also be the "Reconciliation Bill" around April or May 2025 which will have very specific line item changes to many things.

They are accounting some severance in Q4 and some in Q1. The likely sold some shares to do so, but confident no more than a couple million.
They do not need any additional news to get the market cap up to current cash, which is over $250M which would be about $11 a share if they are over 23M shares. They have plenty good news through 2024 making the company worth far more than their cash.

Every citizen that votes should watch this video through. The facts are undeniable, and if someone begins watching and stops or makes it something other than what it is, they are denying reality. Can't wait to see what transpires in the next few years.

Treasury says 45Z tax guidance coming before new Trump administration
December 4, 2024
https://www.brownfieldagnews.com/news/treasury-says-45z-tax-guidance-coming-before-new-trump-administration/

A U.S. Treasury official says renewable fuels producers will be able to take advantage of sustainable aviation fuel tax credits in 2025.

Treasury spokesman Michael Martinez tells Brownfield, “Treasury anticipates issuing guidance before the end of the (Biden) Administration that will enable eligible producers to claim the 45Z credit for 2025.”

Although there will still be work ahead on the tax credits, Martinez says the upcoming guidance will allow use of the tax credits next year, contradicting a recent report from a news service.

Renewable Fuels Association Senior Vice President Troy Bredenkamp tells Brownfield he’s not surprised by reports that a full-fledged 45Z regulation won’t be finalized by Inauguration Day, but a full-blown rulemaking may not be necessary at this time. “We are pleased that the administration officials that we still talk to are still telling us that they intend to issue guidance that will allow producers to demonstrate sufficient detail and ways to claim the credit for the 2025 tax year.”

Bredenkamp says it is important that the Treasury’s guidance contains sufficient detail for biofuel producers to clearly determine eligibility and claim the appropriate credit value for the 2025 tax year, and he expects biofuel supporters will weigh in with the Trump administration about the importance of 45Z. “And so, when they’re making those cuts to the Inflation Reduction Act, which everyone I think is anticipating, that 45Z is one of those tax credit programs that isn’t left on the cutting room floor.”

Bredenkamp says many biofuel producers are waiting before investing in sustainable aviation fuel. “There are those folks that have already invested. There are plenty of folks that are waiting to see how this actually shakes out before they put the real steel in the ground, so to speak, and it really does come down to what is the Trump Administration going to do with 45Z?”

Bredenkamp also says it is critically important that the U.S. Treasury’s guidance provides safe harbor for taxpayers claiming the credit, and that credits claimed for 2025 cannot be clawed back if additional 45Z regulations are adopted in the future.

The 45Z credits were created by the Inflation Reduction Act and will provide up to a dollar per gallon credit for transportation fuel and $1.75 per gallon credit for sustainable aviation fuel for reducing greenhouse gases.

looks to me like they are all in trouble....45v and xyz and what ever other letters may be involved...it appears that the Treasury dept really doesnt like any of them...and it also appears that they will drag their feet until Trump is in office...probably because what they want is closer to what he wants...

not much time left for the Biden admin to get anything done....the Treasury has already dragged it out for years...whats another 1 1/2 months?...and i doubt the Treasury dept is worried about what a lame duck admin wants...

like i said from the get go, congress (legislative branch) can write whatever bills they want bestowing riches on whomever has bought their favor, but its the Treasury dept (executive branch) that must determine how best to inact that legislation...and apparently, the Treasury wasnt too impressed with the Chevron Doctrine being repealed...

we shall see what happens...but i dont see anything happening until after Trump takes office...

Bounce hard in the $10 but if it happens to break then $8 is here before earnings and back to $13 . IMO

UK, yes I'm pretty sure of it now. Which makes the big drop in hydrogen stocks yesterday, following the release of the article, a gift, and a buying opportunity, in my opinion.

from what I have read besides the 45V guidelines there are other rules that need to be finalized defining who can participate . it is these that may not get done in time. The 45V should still be done

Repost from PLUG board, courtesy of KingRichard3rd.

The news you are quoting is about rule 45Z. Fuel for aviation (SAF and non-SAF biofuel).

So: not relevant for Plug Power.

However the 45V (note: not 45Z), the Hydrogen Production Tax Credit (PTC) rules ARE extremely relevant for Plug Power.
While the DOE Loan guarantee will result in a loan which has to be returned (and will improve the margins slowly by scaling up hydrogen production by first building more hydrogen plants), more flexible 45V rules will directly impact future gross margins AND directly impact the whole US hydrogen sector, including supply of hydrogen and demand for hydrogen applications.

So not directly related to hydrogen, and still hope for long awaited 45V final guidelines/rules from Treasury Department, hopefully by year end.

Yup…I said any rise could be stunted if fcel keeps selling shares…

“Unless the company has some extraordinary news to support such a rise, it'll be rangebound well under $15 for a long while.”

Unless Few stops selling shares…but that seems unlikely now that the 45v is not happening this year and likely won’t be the easy money many had hoped for…

Repost from Hydrogen Hub board, courtesy of delerious1.

Clean fuel tax credit guidance will not be finalized before Trump takeover - Reuters
Dec. 03, 2024 7:07 PM ETDarling Ingredients Inc. (DAR) Stock, CLNE StockBLDP, FCEL, PLUG, GPRE, REX, BEBy: Carl Surran, SA News Editor6 Comments

Green Plains (GPRE) -6.3%, Darling Ingredients (NYSE:DAR) -5.7% and Clean Energy Fuels (NASDAQ:CLNE) -4.6% on Tuesday following a Reuters report that the Biden administration will not finalize expected guidelines on new clean fuel production tax credits aimed at the airline and biofuel industries before it departs in January.

Shares of other alternative energy companies also suffered, including Plug Power (PLUG) -12.1%, FuelCell Energy (FCEL) -7%, Ballard Power (BLDP) -3.9%, REX American Resources (REX) -3.4%, Bloom Energy (BE) -2.8%.

The tax credit, a key part of President Biden's plan to generate 3B gallons in production of sustainable aviation fuels by 2030, was due to become effective January 1, but the administration reportedly continues to lack detailed guidance from the Treasury Department that would help make the program active.

Biofuel companies were hoping to have a finalized program in place before Biden departs on January 20, believing a complete program would provide some protection against President-elect Trump's pledge to repeal the Inflation Reduction Act, which launched the program.

Industry executives will now attempt to win support from lawmakers to extend current tax credits set to expire this year, according to the report

I don't have access to the following article, I can only read the title. Can someone with access please cut and paste it here and/or provide a brief summary.

Clean fuel tax credit guidance will not be finalized before Trump takeover - Reuters
December 3, 2024
https://seekingalpha.com/news/4362050-clean-fuel-tax-credit-guidance-will-not-be-finalized-before-trump-takeover-reuters

It'll be very difficult for the stock to rise to $15 near term ... or even intermediate term.
The company alone will be the big seller in stages at various levels as they continue to dilute. That will prevent it from happening. Unless the company has some extraordinary news to support such a rise, it'll be rangebound well under $15 for a long while.
I also believe they'll prepare another offering of shares in 2025 as existing cash on and is exhausted.
Hogwash inexhaustibly tries to put lipstick on a pig. But it remains a pig.

Not good !
https://www.usnews.com/news/top-news/articles/2024-12-03/exclusive-biden-administration-will-not-finalize-clean-fuel-tax-credit-guidance

"It could be in the 8’s very soon again and hopefully bounce back in the near future"

i still think that $15 is possible....a drop to $9 or so and then a rise to $15...of course that could be stunted if fcel keeps selling shares...

Yes FCE has to be diluting the stock they most likely sold about 20 million in stock or so like you said in the past 2 weeks. It has been dropping very fast when it does go down in a matter of minutes -10-15% . IMO

Yes FCE already mentioned that they have to pay the employees they laid off and after January I believe will be paid off . I did not expect the stock to run 100% in 2 weeks but when a stock goes up that fast it can reset it self and I think this is what is happening now. It could be in the 8’s very soon again and hopefully bounce back in the near future and it all depends on FCE has some surprise news to keep the momentum but I see trading sideways here for a while. IMO

“As a result of these changes, FuelCell Energy expects to reduce operating costs by approximately 15% in fiscal year 2025, compared with fiscal year 2024. These measures include a 17% reduction in FuelCell Energy’s workforce (including workforce reduction actions taken in September 2024), as well as reduced spending on product development, overhead and other costs.”

"If they are how many shares could they possibly sell?"

how about 200k shares per day for 10 days...that 2 mil shares that would have been worth about $20 mil...

could have been 300k shares or more judging by how quickly the pps drops after it tops out in the morning...

if its not dilution, then this stock really is a turd...

The stock got its comeuppance and took its cue from its O/B Overextended price. My firm belief is they've sold shares into the bounce to raise cash to finance their new contracts and pay the severance to the 17% of the workforce they just laid off.
They will continue to do this as the stock bounces. Then they'll have an offering to increase the cash again......... when they feel the market will support it. They've done it before with the 500,000,000 add'l shares ( now 167,000,000 shares post R/S). and now they're selling them
This company is NOT working for shareholders at all. Dilution does not auger well for value and the R/S makes holders weakened by the divisor. All of this and still no indication they will turn profitable in the near future.
Those dreamers with illusions can always promote but never deliver.

The stock went up about 120 million in market cap compared to bloom over 3 billion + in market value and there is no comparison at this time Bloom seems to be the big Gorilla in the room. My take is if the stock can trade between $10-13 for the next few weeks hopefully the news of the 45v can uplift the Hydrogen sector and FCE gets a 50% bump to about $18-20 . I don’t see any major catalyst unless they have some news after the 45v approval. IMO

You could ask Tom Gelston if you want to. You asked a good question in your post....

Not a whole lot of selling going on with 1.5 million shares traded. And oh, by the way, The rumor the company is selling shares is weak at best. If they are how many shares could they possibly sell?

UBS lowers its px tgt from $15 to $13.75 and maintains Neutral rating.