FuelCell Energy Inc (FCEL) News

"Hog, Its being held back until it will be most profitable in the next run up."

its being held up and manipulated?....its a mismanaged money losing company that cant get its act together...it needs gov welfare money or it wont survive...it is diluting the absolute crap out of long time shareholders in order to survive...for years they were hiring hundreds of workers because they would be needed in the future...the future is here...what are they doing?...as far as i can see, not a damn thing...the pps is 86 cents and the trend is downward...how many large companies really want to do business with a company that looks like its going out of business?...

but you and hedgehog think the company is a gem and will rocket up 1000% soon because......because what?...hydrogen is so bitchin?...because the stock is being held down?....lol

i think its time to start being just a little more realistic...things could eventually turn around...but a lot of things have to happen first...things that simply are not happening now...

in case no one has noticed, endlessly posting all articles with the word "hydrogen" in them hasnt done a thing for the stock...and all the silly podcast nonsense hasnt either...

instead of posting pie in the sky nonsense, how about getting serious?...

Decarbonizing the power sector

(para phrasing)

The new EPA rules updates a provision of the Clean Air Act to require existing coal-fired power plants and new natural gas plants to control 90% of their carbon pollution through technologies like carbon capture.

(Lets see...FCE MCFC carbon capture happens to come in at 90% CO2 capture!)

Reducing power plant waste water pollution

Another rule would reduce waste water pollutants from coal-fired power plants by over 660 million pounds per year, according to the EPA, with the goal of protecting freshwater and drinking water resources for communities around the country.

(FCE MCFC by product is clean, drinkable water...no waste water!)


https://www.msn.com/en-us/news/politics/epa-limits-4-types-of-power-plant-pollution-with-sweeping-rulemaking/ar-AA1nEhga?ocid=hpmsn&cvid=0d353fce8c284aa297ee8eab19cd6ab3&ei=14

"Our platforms can capture carbon emissions from the exhaust streams of coal or gas-fired power plants while simultaneously producing clean power. Power generation improves the net cost of capture economics, making the fuel cell a practical solution on the path to net-zero."

https://www.fuelcellenergy.com/platform/carbon-capture#:~:text=Our%20platforms%20can%20capture%20carbon,the%20path%20to%20net%2Dzero.

The proof is in the price and the direction. Put you're "saying anything " up against the analyst research, the markets acceptance of your views, the technicals, the fundamentals and the companies bottom line.
What do you get? $.86.
Explain that!

One can say anything when one has no proof. Bzzzz...

Get ready. They'll "manipulate " this down to $.50.
Wow! Geez with all those fundamentals why is there no strong buying support to offset it. HUH

And that means Sales. Where are they. Surely a 55% drop in sales last quarter doesn't bode well for the cause.
Remember, the same expectations of huge increases in Sales was bandied about before the last quarterly report. In this quarter, have you heard any sales announcements from the company ? I haven't!

The market, analysts, and those understanding existing, past and expected future fundamentals have priced all of what you believe will bare fruit in. They price it at $.86 cents which by the way is more than its negative worth.
In fact , one might say its way overvalued now.

Hog, Its being held back until it will be most profitable in the next run up. The most important notation in your post is that hard to quantify value stream;

"The simple facts are, This company has been working closely with the powers to be internationally for many years. Our long-term partnerships alliances and experience with the Department of Energy, Sheffield University, Department of defense, The likes of ExxonMobil Toyota and Drax, combined with the many new memorandums of understanding or contracts with IBM, TuNur, Oando, MHB, and the list goes on,."

It only scratches the surface when you throw in the knowledge of navigating state and local governments and regulatory bodies. Its not the kind of knowledge that can easily be replicated. How is that priced in?

Thank you Max. Inventory tied closely to cash flow which affects share price...

This has simply been long-term manipulation of all the fuel cell stocks along with other companies By the institutions that continuously do such. The only justification for it is that they know they can do it. Which is exactly why the meme stocks happened. Just like there was no justification for the stock to go to $29 without anything significant happening with the company or anything significant happening for fuel cell stocks in general. It went to 29 because people with money wanted it to. Although I don't think it will go up $1,400% in 3 months like you did before, I do believe it will easily go up more than $1,400% within a 12-month period. And from these levels, it could actually go up a thousand percent within a few months and up over 2,000% within a year. The simple facts are, This company has been working closely with the powers to be internationally for many years. Our long-term partnerships alliances and experience with the Department of Energy, Sheffield University, Department of defense, The likes of ExxonMobil Toyota and Drax, combined with the many new memorandums of understanding or contracts with IBM, TuNur, Oando, MHB, and the list goes on,. Continuously growing momentum and monetary policy support for all of our technologies specifically, would merit that type of growth already. Simply looking at the developments from October into April are sufficient for the stock to go up 100 to 200% without any other positive developments. Unless people think interest rates are going up over the next year starting in the near future, or there's going to be an abrupt about face with interest globally in hydrogen, fuel cells, and carbon capture, Then anyone knowing this company's history and their technology has to understand the next one to two years are definitely going to be prosperous for investors. This is simply people gambling on a daily basis. The good thing is when it's obvious it's time to run it's going to do just that. And that will happen at some point very likely this year, especially if we get any favorable policy decisions, or any favorable awards, and Q2 and Q3 end up as I expect. 23 is released early September. That's just over 4 months. 200% minimum - 1,000% from here in that time period in my opinion. 1,000% could simply be the entire sector gaining momentum. We've already had enough news for the company to run a couple hundred percent since October, and instead it was manipulated lower.

there was also a huge delay with Groton when fcel had to stop all production because they simply flat out ran out of money...

Inventory 10Q March 2024 for Q1

The amount of total inventory as of January 31, 2024 and October 31, 2023 was $105.6 million ($2.7 million is classified as long-term inventory) and $91.8 million ($7.3 million is classified as long-term inventory), respectively, which includes work in process inventory totaling $67.3 million and $55.6 million, respectively. Work in process inventory can generally be deployed rapidly while the balance of our inventory requires further manufacturing prior to deployment. To execute on our business plan, we must produce fuel cell modules and procure balance of plant (“BOP”) components in required volumes to support our planned construction schedules and potential customer contractual requirements. As a result, we may manufacture modules or acquire BOP components in advance of receiving payment for such activities. This may result in fluctuations in inventory and cash as of any given balance sheet date.
(page 30)

https://d18rn0p25nwr6d.cloudfront.net/CIK-0000886128/e5c4e04d-5a76-4fd7-8964-ef88e209233d.pdf

*************************
Manufacturing of the modules for the Rotterdam demonstration has begun in FuelCell Energy’s Torrington, Connecticut, manufacturing facility. (April 8, 2024)

https://investor.fce.com/press-releases/press-release-details/2024/Recently-Updated-and-Extended-Joint-Development-Agreement-between-ExxonMobil-Technology-and-Engineering-Company-and-FuelCell-Energy-Aimed-at-Accelerating-Access-to-Carbonate-Fuel-Cell-Technology-for-Carbon-Capture/default.aspx

They could certainly give updates on project status's, but that might complicate things further. There are often going to be delays beyond the company control. Permitting, policies, waiting for inspections etc. Those things should get much smoother and easier to determine in time. Groton had delays for many reasons, sone of which had nothing to do with FCE, just like Toyota. Groton was initially held up due to the need for blasting on a military site but then they had to straighten out their finances. They stabilized finances then had delays due to the EDC, then due to the Navy requesting a modification beyond the original agreement. Then realizing that part needed was non existent and needed to be freshly engineered. Toyota was problematic from the onset also. SCE challenged eligibility for biomass tarrif, we were in court many times. Then there was delays due to gas availability. It's endless. Then they have to decide what they update us on and what they don't. How much information they need to disclose and don't need to disclose. How they do it without negatively impacting the share price. I think they will ultimately be able to be more accurate with estimated time frames for projects to be operational Then just update us when they know there's going to be a change to those ETAs if it's going to be later. For now, I'm very happy with both the projects that have been completed and are operational over the past 6 months, as well as the variety of new projects/contracts they've announced. Regardless of Q1 earnings or plugs going concern (albeit that it is resolved) interest rates, inflation, In any other reason anyone can come up with, does not justify the share price being under $1. No one can confidently say This company has no future potential over the next couple of years. Earnings and share price are usually related to The next 12 to 24 months earnings and growth.

I believe it would help to know how much work in progress and finished product amounts to (finished but not yet placed in service or associated with any particular project). Logistically it is not easy to coordinate the timing of finished product with contracts that do not lend themselves to definitely definable dates. It is not economical to have too much finished product on hand. Groton for example slowed down future work on projects while having invested money not generating income. As we get more recurring income online the dynamics of timing product production with contracts and income will still be critical but less disrupting. l also see the uncertainty generally in markets due to the Fed interest easing as a major force generally. Small cap stocks are particularly sensitive to interest rates.

Quote " Stock under $2.00 is insane; let alone $1."
No really when one looks at the value of FCEL according to Peter Lynch's calculation. Actually it turns out the company has negative value.
He did his Due Diligence and the markets respects it.

No, sorry, saved for reference and forgot it was there

Was "Best Material Construction Supply" your intended http:// ?? in the first web posting? The Navaho Nation sites made sense.

Stock price under $2 is insane, let alone $1
Just 1 of the huge opportunities in process for years, since 2019!
https://terc.ac.uk/news-events/university-of-sheffields-energy-innovation-centre-partners-with-drax-to-advance-carbon-capture-research/

Went to TERC at Sheffield after FEED with Drax
April 2023 increase funding through August 2023 for FCE because There's no one else that can service the project!!!

July 2023
https://eps.leeds.ac.uk/faculty-engineering-physical-sciences/news/article/5964/new-government-funding-for-carbon-capture-research-project

June 2019
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.drax.com/press_release/drax-secures-500000-innovative-fuel-cell-carbon-capture-study/&ved=2ahUKEwjxhPCKnuCFAxX-FVkFHddJCZEQFnoECBMQAQ&usg=AOvVaw3hHxCH-CNaaaeKinwSa4eq

Now on year 5, Drax is a founding partner specifically to advance our tech with their tech to make it greener!
FEED results 1.7MW bet fuel cell captured 85t CO2 per day
https://www.geos.ed.ac.uk/sccs/project-info/2561

Volume back to reality, not selling ATM this morning,have to wait til June earnings to see what they sold and get explanation why. My guess is we get some sort of positive update no later than 1st week in May, but possibly any day. Tons of + stuff already announced since October as I posted links repeatedly already. Here's some food for thought.
https://www.bestmaterials.com/detail.aspx?ID=22936&utm_source=google&utm_medium=cpc&utm_campaign=%28ROI%29%20PMax%20Shopping%20-%20Low%2FNo%20AOV&utm_id=18030280001&utm_content=&utm_term=&gad_source=1&gclid=CjwKCAjw26KxBhBDEiwAu6KXt4JuBrJkpjMrIvdrEsj8yNDS1sWypQybWogzkTkSIuSzB_7uexIMORoCncIQAvD_BwE

Off Navajo Nation site
https://www.bignavajoenergy.com/

https://cleantechnica.com/2023/05/08/toyota-sweetens-mirai-fuel-cell-pot-with-hydrogen-from-biogas/

August 2022, Brown Venture Capital invested last fall so NN could finally move forward with project
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.instagram.com/p/ChFiYAIOtZ1/&ved=2ahUKEwjv653Upt6FAxUql4kEHasWAskQFnoECC8QAQ&usg=AOvVaw0SRkfxJeKR1GZzRRTfzZTT
September 2023
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://tribalbusinessnews.com/sections/energy/14463-venture-funding-boosts-big-navajo-energy-s-clean-energy-expansion&ved=2ahUKEwjP6MLuqN6FAxU_D1kFHacGAKYQFnoECBYQAQ&usg=AOvVaw1NAO3RS_QgCZs7w8j0NE1B

On another note, 14 hours ago
https://www.linkedin.com/posts/green-hydrogen-mena_cghm2024-greenhydrogen-investment-ugcPost-7189157060624744449-7P7V?utm_source=share&utm_medium=member_android



National Labs and fuel cells, plenty experience working with them
https://www.google.com/url?rct=j&sa=t&url=https://www.anl.gov/article/argonne-plays-critical-role-in-consortium-to-advance-fuel-cell-and-electrolyzer-manufacturing&ct=ga&cd=CAEYAioTMzMyMDIyNDgyMTI3MjIxNzAwMzIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw3pA7iFgToRIhzi4JH8vhMZ

Several $$ opportunities now closed and 1 big 1 closing in June
https://www.energy.gov/fecm/solicitations-and-business-opportunities
Europe moving swiftly
https://www.economist.com/europe/2024/04/25/carbon-emissions-are-dropping-fast-in-europe

Yes; " It can only get better from here"
That's because it can't get much worse.... you hope.
It'll be on its back for years . That's what experts say who do honest and trusted Due Diligence.

Quote " It defies magination".
Not yours ! It runs rampant withHogwash.

This info plus ( a post by Hog recently regarding the money from CCS ) screams of an industry ready to become so massive it almost defies imagination. The CCS industry is in its infancy. The H2 industry is in its infancy. FCEL Trigen is in its infancy. This only gets better from here.

The King is sitting on his crown. He continues to embarras himself.

Meta has nothing in common with FCEL. In the last 3yrs Meta ran from $100/sh to over $500/sh. In the same period FCEL went from just under $12/sh to $.86.
And FCEL's performance came when the whole market moved to new historic highs. Does that tell you something about "numbers". The performance of FCEL reflects their fundamentals which do not exist.

If you're referring to Peter Lynch's valuation of FCEL , his formula is widely accepted on /Wall Street in its analysis of a company's value.
Your leader threw out a valuation based on nothing. He called it Due Diligence. As you can easily see its not.! It's pie in the sky based upon zero Due Diligence. Had he done any his evaluation would be factual.
Your comments are really clueless. You appear to be willing to embarras yourself.

The Scale is huge

Based on this info from FCEL:

https://go.fuelcellenergy.com/hubfs/Carbon%20Capture%20with%20FuelCell%20Energy%20Systems.pdf

... from the end of the document ....

A 500MW pulverized coal plant requires an approximately 400MW FuelCell Energy
carbon capture plant for a 90% carbon capture rate. A less carbon-intensive 500MW
natural gas combined cycle plant would require a carbon capture plant of about 150MW
for the same carbon capture ratio.



If I read it correctly, a NatGas 500 MW plant that captures 90% CO2 (as apparently will be necessary at new NatGas plants) will require approximtely 50 FCEL 2.8MW modules. That's huge.

The rules for existing NatGas plants will come later this year (they say). Even if the requirements are only 50% for exisiting NatGas (as an example) then that is still going to be approximtely 25 FCEL 2.8 MW modules, assuming a 500 MW NatGas plant.

Coal would require more than double that. From what I have read before, there are site-specific issues with coal that make it much more complicated than NatGas, so it's possible that FCEL will only concentrate on NatGas. Anyway, the potentiatl is huge.

The main reason for doing a coal plant, if possible, is first that a 500 MW coal plant will require about 140 2.8 MW modules - but moreso that if it is really feasible and profitable, then that would be a huge showpiece for the rest of the world, which has tons of existing coal plants.

..... keep in mind that all the usable CO2 and of course H2 are 'byproducts'...haha ... don't tell anyone .... it's a secret ...... ssshhhhhh...... we need the insiders to be able to buy their millions of shares for under $1 first .....

“Nothing like numbers, wouldn't you say?”

The “numbers” were for the prior quarter…no one can invest in the past…the guidance the company gave is for times to get tougher for them to make a buck…the stock price is likely to reflect that, unless other good news comes out…

“Specially those positive ones that lead to negative ones.”

Positive numbers for the past…not so good numbers in the future…pps drops…that’s how the stock market works…you can try to buck the system but that hasn’t worked so well with fcel…

Btw…Meta is 440 bucks a share even with a 10% drop and hugely profitable…and fcel is 84 cents per share and diluting for cash to stay above water…

Maybe comparing Meta and Fcel, no matter how or in what way, really shouldn’t be done…

“The dollars in my trading account specific to FCEL whether I am " down" or "up" are real dollars.”

You don’t have “dollars” in your trading account..you have shares of companies that represent a certain value that fluctuates every day…once you sell, you will receive “real dollars” …

“a company that has over 300 ml dollars on hand”

That $300 mil came at the expense of shareholders…it was accumulated thru dilution…and that amount is now higher because of the recent dilution that dropped the pps 25% and lowered the value of your “dollars”…

These are things that no sophisticated investor wants to be involved with…you know…dilution…far lower pps…losing money…

You can point to that $300 mil like it’s the best thing since sliced bread, but the way it was obtained is a bright red flag…

“plus plants, equipment, workers with knowledge, patents, work in progress etc etc has no value.”

Put a dollar amount on the cost of all those things…then look to see how much money they make vs the expenditure…theres your value…and it’s in the negative…

Here’s a clue… you want your business to make money…same as your stock investment…if you are losing more money than it cost you or your shares are worth less than what you paid for them, it ain’t a good thing…

“Can I interest you in some tulip bulbs?”

Can we try to stay in at least this century?…

Smh

"Shares of Meta Platforms (META) fell sharply Thursday after the company's executives said fourth-quarter performance could be impacted by a volatile macro environment.
Any prolonged economic downturn could lead to lower ad revenue for Meta, which accounts for 98% of total revenue." Market Watch

META beat analyst expectations. Down 10% after report. Nothing like numbers, wouldn't you say? Specially those positive ones that lead to negative ones. What is that word "Macro".? Is that a number?😂

There are times when I marvel at man's ability to contrive an answer to a problem that doesn't exist. Japan just exited negative interest rates as a national policy. Does Japan still exist? That would be a big yes. A negative in front of a number does not mean the number doesn't exist. It can denote direction or smallness such as in exponentials like 10 to the minus 3. It still exists. The dollars in my trading account specific to FCEL whether I am " down" or "up" are real dollars. So it is laughable to imply that a company that has over 300 ml dollars on hand plus plants, equipment, workers with knowledge, patents, work in progress etc etc has no value. So what exactly are you saying? Oh,that compared to other companies on the list there are some with positive numbers?
Can I interest you in some tulip bulbs? Guaranteed to be pretty.

It will be a while to review the numbers. Growth companies hard to pin down. FCEL undervalued and primed for upside.

Looking for at least a moderate show of stet tomorrow, holding over$.80 and closing green. Strong showing would be green premarket and throughout the day and up after hours. All & all with the major markets today, it actually wasn't to bad.
Greatly undervalued regardless of selling shares anywhere between 25M and 100,M although obviously nobe of us wants to see them sell 100M at these levels. If they did sell 100M must have been a damn good reason. Absolute worst case scenario we find out all details by early June (Q2 earnings). Company could be in Quiet period!!

https://www.porthosco2.nl/en/first-drilling-under-seawall/
Not sure if you already put this up.

Have been pondering how "analysts" can get so much credit and still not see a 10% miss on META. And here FCEL is so undervalued to the point of absurdity. Go figure.

According to Peter Lynch the value of FCEL Corp is (negative) - 1.2 USD. He sees the upside as (negative) - 239%.
His formula has been used by Wall Street to determine the true value of a company.
Read on . Avoid contrived values. They haven't done honest DUE DILIGENCE

https://valueinvesting.io/FCEL/valuation/fair-value#:~:text=As%20of%202024%2D04%2D19,Energy%20Inc%20is%20%2D229.3%25.

Broken. Follow the indicators. Follow the Trend.

https://bigcharts.marketwatch.com/advchart/frames/frames.asp?show=&insttype=&symb=fcel&x=41&y=14&time=8&startdate=1%2F4%2F1999&enddate=4%2F25%2F2024&freq=1&compidx=aaaaa%3A0&comptemptext=&comp=none&ma=1&maval=100&uf=8&lf=4&lf2=256&lf3=512&type=2&style=320&size=2&timeFrameToggle=false&compareToToggle=false&indicatorsToggle=false&chartStyleToggle=false&state=10

Hopefully they are done and didn't sell more than 50M. 500M at $1 is easy math and simple to see the market cap is significantly under valued.

Hm, buying at $.80 then $.81, then $.83.5! If we hold $.84 through the close, shorts should definitely stay but the computer waiting to TRY to COVER! Might actually see $1 Tomorrow if this continues and we hold $.84, close green and open green tomorrow!! Sad, but it could get exciting next week if that happens. Especially if it's clear bears lost control before options expire for the week.

Chart and volume suggest support over $.80 being seen as value. Hit $1.80 momentarily, buying ensued, after a spurt up swingers and traders took their 3-5% profits and it touched $.81 briefly with more buying. We'll surpass yesterday's 26M based on that value buying. Cash value of the company without IP is far greater than $500M, so even if they sold 50M shares, it's still undervalued at $1. They still have over $300M cash. Add assets and backlog and tell me what you come up with. $1+B in backlog not counting new backlog added since Q1. Try telling anyone the IP with hundreds of patents isn't worth at least another $500M without sounding illiterate. Now double those numbers to give minimal/trivial future potential. If there's not a $2B Market Cap it's ridiculously under priced. And we haven't seen any $ from the 2020+2022 policies established specifically for our technologies! Anyone in disagreement hasn't done diligence and believes the progress being made with Carbon Capture and with hydrogen production are going to completely reverse this year. No matter who is president, they aren't removing all incentives for our tech, and the world definitely isn't changing course in the next 6 months. I listened to a very interesting audio about PORTHOS this morning.

I am at 6500 shares and adding especially last several days. Christmas in April! I diversified the last yr and a half to help float the portfolio and have been looking into stocks involving space, rocketry, and telecommunications. I believe that living above the Karmen line is the place to invest in for the next couple of decades. Space is the place.

That is a comprehensive review of H2 and FCEL, alt energy industry. Great dd. At least as an interim answer to energy, blue energy has a strong position due to existing natural gas pipelines and obvious support of oil and gas industry. Long term, FCEL's smaller footprint, 24/7 operation (regardless of sunshine) and ability to place modules in more geographic areas and ability to configure for local needs ie H2 production, CCS, supplement to nuclear, gives it clear advantage.

You can feel the momentum building.

Of interest also is why the sudden upswing at noon with the rest of the market still laboring.

Good article from. IBD

https://www.investors.com/news/hydrogen-energy-fuel-cars-green-hydrogen-hub/

13M+ is definitely heavy for less than 2.5 hours, so they could still be selling shares. But the volume is definitely subsided from Monday & Tuesday when they were definitely selling and there were some panic sales or stop losses triggered, and all the day traders and swingers chimed in. I'm thinking they needed cash for business developments. Contract in South Korea, California, Canada, Navajo Nation, something completely different, or for increasing production in Canada. Inventories have to be on the decline with service needed for the next three quarters on MCFC installs and recent orders. I'd like to know what run rate they are at in Canada?? Supposed to be up to 40 megawatts by end of year with the ability to increase it to 80 megawatts if needed and they so choose. That might be the more affordable route in the interim vs building a new 400 megawatt facility in the US.

Hybrids is where the sales are. Hydrogen vehicles wii pickup the droplets.
Check Fords Sales yesterday and note where they're coming from.
Then , where's the H2 filling stations especially outside Ca.

The credibility and therefore as reflected in the trend of a stocks price is contingent upon its acceptance by the the market and is shown as such in the research done by professionals. If any of what you read comes from outside sources, rest assured their motivation is not objective and not complete. Its solely promotional in its content.
Witness the myriad of promotional posts made over years past. Has any come to fruition?
Check the record. Check the results. Compare them to what professionals have written.
The stock is $.88 for a good reason. That's the facts.

CEO of Toyota all in on hydrogen also.

Yes good point. It is always the same that good news equals a drop in share price. A conundrum. The only thing that makes sense is that news of expanding production means expenses that cost money up front and gains are realized much later. Recurrent income has helped stabilize the income stream and eventually economies of scale should lead to profitability. But ya its always disheartening to see the dip after good news. Another factor that may kick in soon is that forward trading multiples go up as retail investors gain more trust in a continued robust economy. It has been called by some Feds, "irrational exuberance". I don't care what its called because it is real upward momentum. Just have to learn to take profits.
GLTA Longs.

Assumptions do not flow to the bottom line. Expenses do. Sales creations are futuristic assumptive thinking; not factual,
55% drop in sales quarter to quarter is not a basis for improved results.
Reality is what the market prices in. It has what is believable; not what could be.

It that the same "win-win" that was said they have in So. Korea.? Um; what happened?

EPA will announce CCS rules Thursday for all power plants in US.

Theoretically, the new CCS requirements at coal power plants and new gas power plants should be aswesome for FCEL. But I confess ,I do not understand how FCEL stock reacts to seemingly good news. I really don't get it.

From what I understand, all coal plants that produce electricty will be required to have 90% CO2 captured before 2032. And the same will be true for all new gas plants - which I assume means any coal plants that will convert to gas. Coal currently makes up 16% of electricity production in US. And much more overseas. How could this not be awesome for FCEL? Well, I don't expect FCEL price to go up, even though I don't know why this will not be awesome news. ?????????

The 'governor' of Alberta is all-in on Hydrogen. This makes a big difference.