FuelCell Energy Inc (FCEL) Options

“I guess you haven't read that yet.”

Trump is blockading Greenland and starving them out?…lmao…no I haven’t read or heard such a thing…you think that might be in the mainstream news media?…smh

“BTW- He tried tariffs in his 1st 4 year go round. . That flopped miserably.”

I don’t remember…but if so, so what?…

“What next? Invade Canada?”

If we do, I’m sure the media will report it…for some reason they seem uninterested in the Greenland blockade…lol

So 40 yrs ago, Trump wanted to build a hotel in Russia…oh my……so what about it?…

Good possibility. Seems to have spent its last Bull-et on the bounce.

I guess you haven't read that yet. BTW- He tried tariffs in his 1st 4 year go round. . That flopped miserably.
What next? Invade Canada?
Check out code name Krasnov a name given to your illustrious leader by the KGB in 1987 while he was in Russia asking if he could build a hotel there.
Google Trump 1987KGB.

I’m sure some of you here is thinking that 5’s are gone . 5’s should be visited soon again ! IMO

“He's already placed a naval blockade around 600 miles of it so the folks can't get food,medical supplies, etc”

Lol. Smh

The stock will never perform a 1,400 % like the past in 2019 …. meaning gone once in a lifetime this happens and back then a lot of promises or exaggerated ( I call this forward looking statement) the short attack is real here because of no revenue . 19 million in one qtr is not going to move this stock and there is still losses until 2029 that will continue soon it will get out of control by the research team as it has in the past . $4’s are coming! IMO

If here was ample support for the stocks at any level down, the short wouldn't esist.As it turns out there wasn't any ample support sufficient to keep he shorts at ba.
Ever wonder why?
Fundamenals, ongoing losses,Research.

Classic response from those who were sold a bill of goods, and swallowed them. Soon they'll wish they didn't.
Now he's raising the possibility of annexing Greenland. He's already placed a naval blockade around 600 miles of it so the folks can't get food,medical supplies, etc. WILL THE REAL PUTIN STAND UP.
Take by force. That's his ART OF THE DEAL.

Must listen video from ThomasK88!
Check out @Thomask88 message on Stocktwits http://stocktwits.com/Thomask88/message/608042498

Thanks to Johnnyhydogen, this is precursor (late October) to our new agreement.
https://www.forbes.com/sites/taxnotes/2024/10/28/energy-tax-credit-changes-begin-to-line-up-for-2025/

Ukraine signs memorandum to supply hydrogen to EU

https://hydrogen-central.com/ukraine-signs-memorandum-to-supply-hydrogen-to-eu/

I wonder if US will get in on the Ukraine H2 play. Assuming that peace will be reached in Ukraine, then it seems that Russia will control the gas, then they will need to send it to US control, then US can convert to H2 and send to EU through Ukraine.

Not sure how it will play out but it will clearly be one piece of the action.

Good Article about CMM tax credit to be added to 45Q!

https://www.forbes.com/sites/taxnotes/2024/10/28/energy-tax-credit-changes-begin-to-line-up-for-2025/

The article is written shortly before the election, so obviously things have changed for the better as far as Coal Mine Methane (CMM) capture and usage. The article is long but the gist of it tells me that there has already been a lot of discussion and bipartisan introduction of a bill to specifically add CMM to the carbon capture tax credits of 45Q. This is awesome for FCEL, given the new happenings about CMM.

The potential in the US is very big but the potential in the world is absolutely humongous to utilize gas coming from the coal mines which is now just being flared or vented. Just consider a country like India or Indonesia with huge populations and huge coal usage all around the country. This is like a free source of methane if FCEL were to partner in a similar way as they have partnered with Diversified Energy in the project that was recently announced. Let's F Go!

FYI, should be aware of short attacks. Henrique is a self professed short targeted FCEL for at least 5 years. Always writing very bearish articles. He mentions a few facts and a couple + issues just because they are undeniable, usually numbers they reported, and always with something inaccurate. He also writes plenty of other inaccurate info and basically suggests worst case outcomes. He wrote at least a few articles from 2019 ish claiming bankruptcy was imminent. Clained there was no way to avoid it. Yet they ran 1,400+% in 3 months less than 1 year after his last claim of such. And we've made massive progress since then, but particularly in the past year.
https://www.google.com/url?rct=j&sa=t&url=https://seekingalpha.com/article/4767066-fuelcell-energy-liquidity-become-issue-by-2027-sell&ct=ga&cd=CAEYACoTNDYxNjIxNTkyMjg0ODczNzM5NDIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw0Sq_Ry6OC0pmJZ231ag-CK

Remember this?
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.hydrogen-expo.com/industry-news/edf-energy-created-deal-fuelcell-energy-use-electrolyser-decarbonise-asphalt-production&ved=2ahUKEwjVk9HixoeMAxWoKFkFHWrCC3IQFnoECB4QAQ&usg=AOvVaw3YlK_EY8cdb-uO2OZAvyYs
March 12 2025 FID soon?
https://www.chemengonline.com/heidelberg-materials-moves-closer-to-deploying-worlds-first-industrial-ccus-project-at-edmonton-cement-plant/?printmode=1

Not convinced about, but that's just MO. Trump wouldn't settle for the title VP regardless if he would have control. Besides, if he's not clearly senile by end of this term, no way he would make it til 2032

Republicans stand up for IRA and more express support after the 21 signed support letter is released
https://fuelcellsworks.com/2025/03/12/h2/house-republicans-rally-to-protect-clean-energy-tax-credits-and-hydrogen-incentives

"Lest you forget, Canada, England and France fought side by side with us in several wars."

and they will again...you think whats going on now changes that?...it doesnt...

"They and many other were considered allies"

they still are...im not sure why you think this squabbling is destroying any of that??...

"Even if Trump doesn't succeed in getting all he wants using his cutthroat tactics, he's left scars on what were allies; never to be trusted."

oh the drama...its a good thing the important people involved dont look at the situation like a high school with mean girls...

" He's done a masterful job of ruining any chance of a trusted relationship in the world "

no country really trusts any other country...this is world politics...its not a marriage...

"as we head into at least a recession"

we've had them before and we'll have them again...why pretend this is something new?...

"while he causes financial pain to everyone except his super rich buddies he surrounds himself with"

why are you so worried the rich might not feel the pain...they wont..they never do....get over it...

" You think they all love us now...........".
Right! Not NOW after the way Trumps is treating them.
Lest you forget, Canada, England and France fought side by side with us in several wars. They and many other were considered allies .
Even if Trump doesn't succeed in getting all he wants using his cutthroat tactics, he's left scars on what were allies; never to be trusted. WORDS alone HAVE CONSEQUENCES. He's done a masterful job of ruining any chance of a trusted relationship in the world as we head into at least a recession and maybe worse all while he causes financial pain to everyone except his super rich buddies he surrounds himself with

Rather than belabor this subject any further, we are clearly not on the same page here. So let leave it at that and call it a day.

“There are ways to persuade countries to come to the table other than threats and bullying.”

Not Ukraine and Russia…they will fight until there is no one left to l fight…and that will happen to Ukraine long before it happens to Russia…

“Becoming isolationist country with enemies in the entire globe where once were allies is not the way”

You think they all love us now??…here’s a clue…they don’t…they never did…and never will…if we exert our dominance, they won’t like that…so what?…

“It accomplishes nothing but suffering.”

You think there is no suffering now?…what do you call a 3 yr war in which millions of soldiers and civilians have been slaughtered with nothing gained?…Russia can’t win and we won’t let Ukraine win…and neither will negotiate unless forced to…but we shouldn’t force them too??..because that’s not nice??…

Trump wants to change the way the USA does business…and it’s high time that happened…and I’m quite sure I won’t like everything he does if I like most of it, that will be good enough…it’s not a perfect world…

May be because Ballard and FCEL have zero market overlap so comparing them is useless

Market Cap is almost $400M or close to 3X FCEL. How does that make any sense to anyone? If FCEL and Ballard adjusted and met in the middle, MC then being about equal, FCEL $13+!

Ballard reported massive revenue decline Y/Y on Q4 and annual with under $70M full year. Must have strong outlook up over 7%. Market Cap is almost $400M or close to 3X FCEL. How does that make any sense to anyone? If FCEL and Ballard adjusted and met in the middle, MC then being about equal, FCEL $13+!

There are ways to persuade countries to come to the table other than threats and bullying. Becoming isolationist country with enemies in the entire globe where once were allies is not the way. It accomplishes nothing but suffering.
This character is no more than a self-serving egomaniac with his only goal is to be given the noble peace prize w/o achieving peace.
Peace according to him is surrender. That's the ' ART OF THE DEAL.". LMAO
He'll be thrown out of office or worse before his term is up.

Highly recommended video. Burgum at Ceraweek:

p.s. Burgum will probably be elected President in 2028 and Trump will be elected VP.

https://www.google.com/search?client=ms-android-hms-tmobile-us&sca_esv=6308d059eee95360&q=burgum&udm=7&fbs=ABzOT_AnTKjm8AsviXK_Zi7xykdS-H-kXO3AkxSU-rxROvofL8SbMHB8BP3aODdDrYoLEStrVo-xKh9LRlQnqXTFGHpoKUCafjWdKacxPVKwPsUi42anqwVI8yG_J2Q5Q0K3hStwf7o8PAO3I8lu4DaSy_xfN96u9yBrJyPHj_Ot87aC1fev3dGrBImeDW_FLYq0O8VhiNoHWOJSE3CSboNiTQyUQKgJNmvV0j6xAaobFELCQcGnV70&sa=X&ved=2ahUKEwjW8pSGroaMAxWTjK8BHcMBGWcQtKgLegQIEBAB#fpstate=ive&vld=cid:ec7033f7,vid:5r5nLc-eiAM,st:0

" He's just about alienated every country in the world. And they're lining up against him."

good...its about time we had a president who didnt try to buy the cooperation of all those countries by sending them billions of dollars that we no longer have...if they dont want to do the minimum that we are asking, then those welfare babies can get off the teat...

"There's growing decent and resistance from some who elected the bully."

the same with every president...if you look hard enough they are always there...who cares...

"Farmers to name one. Teachers; even some in the military. "

sure some are farmers, some teachers, some miltary, some are writers, painters and candlestick makers...whatever...

"He's killing jobs and causing layoffs by the 10's of thousands."

yup...and when all those factories in Canada and Mexico shut down and car companies start manufacturing back in the USA, there will be plenty of good paying jobs that will help OUR economy...and Toyota and Honda will realize its CHEAPER to manufacture in the USA...so yea...there will be pain...but in the long run we will be FAR better off...

" The last time we tried tariffs it flopped. In the '20's we tried it and it led into the great depression."

yea...that was tariffs...smh

"YUP WE GOTTA DO WHAT WE GOTTA DO!"

now you are getting it!...

"Yea; the gov't is fractured and looking for cover "

it has been for a very long time...it cannot continue...we cant be afraid to do what needs to be done because it might cause a boo boo...Trump sure doesnt seem to be looking for cover...im not really sure who you think is...

"He's doing it alright. Wrecking the country."

doing nothing and letting things fester is what has been wrecking the country...throwing money around all over the world trying to bribe everyone not to kill us or each other has been wrecking the economy...with certain exceptions of course...like Ukraine...we give them just enough money and military equipment to keep fighting and dying but not enough to win...Trump wants an end to the senseless war that neither side can win......he wants to negotiate a peace...Ukraine doesnt want to stop fighting...Trump is basically telling Ukraine they have to negotiate or lose...thats their choice...like it or not...and i dont have a problem with that...i may have a problem with what is negotiated but they need to get to the table to find out what that is...

At least now we know his aspirations

"We gotta do what we gotta do".
Maybe so; but not the way he's doing it. He's just about alienated every country in the world. And they're lining up against him.
There's growing decent and resistance from some who elected the bully. Farmers to name one. Teachers; even some in the military. He's killing jobs and causing layoffs by the 10's of thousands. The last time we tried tariffs it flopped. In the '20's we tried it and it led into the great depression. Was it Hoover ?
YUP WE GOTTA DO WHAT WE GOTTA DO!
Yea; the gov't is fractured and looking for cover. His lackeys in congress are in deep trouble from their constituents.
He's doing it alright. Wrecking the country.

Yup…the rich lose just as much as everyone else…there’s just no pain involved…

So I guess the moral of the story is, be rich…

For everyone else, there will be pain…I really don’t care if the rich feel no pain…our government is broken and our economic system is crap…it has to get fixed…there’s no other choice…

Musk has most of his money in tsla stock…tsla is down 50% in the last 3 months….musk is probably down about $100 bil…good thing he’s still got $200 bil left…

Doesn’t change the fact we gotta do what we gotta do…

Yeah; No gain without pain.
But who feels the pain? Poor and middle income-Yes .Not the likes of the rich . They don't worry about paying their rent or the cost of food or child care or gasoline, or their Electric bill. Nope; they're in fat city no matter what. Trump, Musk, Bezos, and the likes of them sitting pretty w/o a care in the world about how al of what Trump is doing to this country will affect
FEW doesn't worry about any of that. He'll get his million$ bonus no matter what the price of eggs are.

“It is thinking like that which got morons elected that are running our government/ruining our country right now.”

Everyone wants everything to get fixed but they don’t want it to hurt…

Sorry but there will be pain…the idea that you can just spend your way out of the problem is foolish…it’s the same as digging your way out of a hole…

The problem is getting fixed…but it wont happen without pain…in the end, we will be better off for having dealt with it…

Buckle up buttercup…it’s gonna get worse before it gets better…

And yes, the sooner they find Few’s replacement, the better…he ain’t cutting it…

It is thinking like that which got morons elected that are running our government/ruining our country right now. No… the assistant manager at your local convenience store would NOT run FCEL better right now.

Article posted by Hogwash shows why the stock turned lower. "They misses on the consensus loss ( $1.42 vs $1.35 consensus ).

Also notice that the company sold into a slight bounce during the quarter. They sold $.7million shares at the high of $9.00+.
This tells me 2 things:
1) They need to raise cash through dilution
2) By selling when the stock it at its high the company behaves likes a shorter.

There are all kinds of articles about earnings. This one sums up why the closed higher after revenue being the highlight at the open.
https://www.google.com/url?rct=j&sa=t&url=https://www.aol.com/fuelcell-energy-reports-q1-miss-170626304.html&ct=ga&cd=CAEYByoUMTA4MDU2NDA4MTc2NDkwNjc2ODUyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw3TKtYVcIdXdg9BuHIAwzXD

https://www.facebook.com/share/p/165o56xC3Y/

The distortions and exaggerations have been going on for years. For one so accredited for doinfg so much research, at leat readers should expect an honest assessment of what to expect.
I'm so glad you exposed this for what it is. That is; an effort to put the company in a much better light than it really is.

You'll not be getting a reply. How could he reply except to admit a mistake..... which he does not do.

how on earth do you get any numbers for FCEL in the next year that even approach one quarter of Blooms revenues.

there are 36 modules for Korea and then only 10 more for the whole of 2025, 2026 and 2027

at $300k per module that isn't much revenue from "Service" (lets round up to $15m over 3 years!)

generation isnt going. to have any major new plant come online AFAIK they are all now up and running at $11m per quarter

The CCU and Anything from his consortium that can find flat land in West Virginia or data centers that haven't already signed deals for on site electricity generation are unlikely to deliver any revenue until 2027 or beyond. Exxon roll out if achieved will start orders in 2027 may be

Bloom is running at $300m / qtr at least

how on earth do you get any numbers for FCEL in the next year that even approach one quarter of Blooms revenues.

there are 36 modules for Korea and then only 10 more for the whole of 2025, 2026 and 2027

at $300k per module that isn't much revenue from "Service" (lets round up to $15m over 3 years!)

generation isnt going. to have any major new plant come online AFAIK they are all now up and running at $11m per quarter

The CCU and Anything from his consortium that can find flat land in West Virginia or data centers that haven't already signed deals for on site electricity generation are unlikely to deliver any revenue until 2027 or beyond. Exxon roll out if achieved will start orders in 2027 may be

Bloom is running at $300m / qtr at least

Korea/Japan in negotiations with Trump.

I have no doubt that fuel cells are part of that discussion. I say that because Korea and Japan are totally into fuel cells, and Burgum spent one week in Korea during October meeting only about fuel cells.

https://maritime-executive.com/article/south-korea-offers-priority-shipyard-status-to-ward-off-trump-tariffs

"He doesn't care who the CEO is."

correct...as long as he does a better job than the current worthless ceo...

you have been singing the praises of this worthless ceo for years....hows that working out?...

Bloom Energy is at $5.6B market cap. FCEL is at $130M. Justifiably a huge difference, but FCEL is about to prove similar growth and earnings over the next year. Just for reference, a $1B market cap with 24M shares, assuming they are selling more shares to capitalize on growth opportunity, would be over $40;a share. Don't forget that's if they ATM 2.6 million shares.

He doesn't care who the CEO is.

Quote " He does more research on the company then most analysts."
And with it, he's been wrong for 10 years
The analyst you refer to have never put a BUY on this stock. That's because of the thorough research , objective and unbiased research they do.
Now check the results of HOGWASHES research and I may add his projections on price, losses and a host of other statements.
Where has he ever been right.
Somehow good research yields good results. Have you kept track of his record ?

"Would you rather have Battone????"

why are those the only 2 options?...dumb and dumber?...i think the assistant manager of the convenience store around the corner from me could do a better job at running fcel....and i doubt he knows anything about alternative energy...

I don't know who this character Battone is. But if he is balanced in his posts I'm all for it.
Unlike HOGSHEAD whose paid to pump and offers 1 sided statements for $2.95 per pump, I hope Battone is at least honest.

Bashers are uniting on here but making it a 'hot trending' board. I'll take it

Would you rather have Battone????

Definitely the 1st quarter

“Are you paid to bash it?”

Who would pay to bash a stock that is failing so miserably that it has dropped from $29 to 20 cents?…

Few is doing a great job trashing this company all by himself…he doesn’t need any help…

No one posting on these boards is wealthy, but everyone posting has a vested interest. I post to share facts so everyone has an opportunity to make knowledgeable investment decisions. You are absolutely correct. Those bashers, especially if posting nonsense like BK is imminent, are trying to instill enough fear for people to sell or set stop losses. Then their employer or has a better opportunity to steel shares shorting the stock down. By the time PORTHOS is operational, this will be well over $100 IMO.

The company update says modules will be delivered to SK in the 2nd 1/2 2025, but Few and/or Bishop said timing is uncertain and beyond their control, obviously SK makes decisions. However, they reiterated this is the low water mark ($19M) in revenue based on the SK modules, not sure how to interpret that. All in 2nd 1/2 of 25 and they know they have enough additional revenue to beat $19M without module deliveries? Or they believe they will have module deliveries all remaining quarters? 30 modules is a lot of revenue! That alone is $90M revenue over the next 3 quarters

I definitely agree it has changed for the better in the last 12 months, despite the huge setback from the election. “You know who” has been in this stock for probably 15 years… we used to post on the Yahoo Message boards back when that existed. We have been friends on Facebook for maybe a decade now. He does more research on the company than most analysts.