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Other than revenue, We really couldn't expect any better. The outlook and statement regarding the revenue being a watermark is pretty strong. And a $.05 loss is really good especially given a $3.5M charge for Toyota and analysts expecting an $.08 cent loss. I did say before Q2 results were going to be better. Although I'm a little disappointed S&L Revenue will not kick in until Q4!
Key take aways!
1) Q1 Revenue is a watermark (future quarters will ALL be higher.
2) Loss of $.05 beat all but 1 analyst estimates
3) Final charges for Toyota impacted earnings and margins, but obviously will no longer!!!!!! Better margins and earnings moving forward, especially since Q1 revenue is the water mark.
4) $348M cash is lowest in a long time, however, that is plenty for far more than 4 quarters operations, and likely 8 quarters with no significant improvement in revenue, again based on the revenue watermark, no more fees related to Toyota & Groton and vastly improved margins
5) They received the $21.6M but not as revenue
6) generation Revenue did come in at $10.5M and will increase in Q2 as Groton Derby one Derby 2 and Toyota will be there for a full quarter.
Highly advised listening, 45 minute interview with Darren Woods.
https://open.spotify.com/episode/7HpTNsAWzqwO3KwIUDP612
GM hydrogen
https://www.theverge.com/2024/3/5/24090488/gm-hydrogen-fuel-cell-truck-fleet-pilot-doe
https://www.automotiveworld.com/news-releases/gm-fuel-cell-pilot-program-extends-beyond-hydrogen-trucks-to-create-blueprint-for-low-emissions-worksites/
Honda
https://www.google.com/url?rct=j&sa=t&url=https://www.wardsauto.com/vehicles/honda-trying-plug-fuel-cell-cr-v-japan-and-california&ct=ga&cd=CAEYBioTMTM0MTcyOTA4MDM2NTU0NTM0MTIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw0C_A6FfE_UqLD_aTo_CnBS
Science Direct always In depth
https://www.sciencedirect.com/science/article/abs/pii/S0360319924006840
Over $3.5B In funding announcements being announced over the next Few months alone
Current Funding Announcements
Announcement Title
Estimated Total Federal Funding
Closing Date
Lab Call: Core Laboratory Infrastructure for Market Readiness (CLIMR)
$44 M
3/18/24
Carbon Storage Validation and Testing: Carbon Storage Assurance Facility Enterprise (CarbonSAFE): Phases II, III, III.5, and IV
$2.25 B
3/20/24
CETPartnership Joint Call 2023
$6 M
3/27/24
Request for Information: Industrial Deployment and Demonstration Opportunities for Carbon Capture Technologies
N/A
4/1/24
Carbon Negative Shot Pilots
$100 M
4/16/24
Capacity Building for Repurposing Energy Assets
$2.7 M
4/18/24
Carbon Management
$30 M
4/29/24
Carbon Utilization Procurement Grants
$100 M
4/30/24
Fiscal Year 2024 Energy- and Emissions-Intensive Industries Funding Opportunity
$83 M
6/11/24
NOI: Methane Emissions Reduction Program Oil and Gas Methane Monitoring and Mitigation
$1 B
N/A
NOI: Mixed Algae Conversion Research
$19 M
N/A
https://www.koreatimes.co.kr/www/tech/2024/02/129_335121.html
Read just down past where talking about South Korean opportunities
https://finance.yahoo.com/news/fuelcell-energy-inc-nasdaq-fcel-132154684.html
FuelCell Energy, Inc. (NASDAQ:FCEL) Q4 2023 Earnings Call Transcript December 19, 2023 FuelCell Energy, Inc. beats earnings expectations. Reported EPS is $-0.0...
FCE has several irons in the fire just in South Korea!
https://www.businesskorea.co.kr/news/articleView.html?idxno=95288
And many many many more irons elsewhere. We could actually have a couple significant developments at any time in South Korea especially given the position they are hiring.
Check out @DisgruntledDavid message on Stocktwits http://stocktwits.com/DisgruntledDavid/message/564495316
Some significant hiring currently must read and figure out the near term and long-term impact. SK is going to be very significant for us.
Check out @DisgruntledDavid message on Stocktwits http://stocktwits.com/DisgruntledDavid/message/564495316
Check out @CrazyChester42 message on Stocktwits http://stocktwits.com/CrazyChester42/message/564488512
I didn't know Joe ever stated he was actually going to run. And is announcement about not running game on the 16th of February. The accident may have motivated him to spend less time working and more time with his wife since she's 76 years old.
Irregardless of what happens during the earnings and conference call, I would be willing to wager somebody from seeking Alpha, very possible henrique, comes out with an article bashing fuel cell. Could actually get one before earnings but I'm thinking more likely we get one after earnings. Henrique's style is to start with a positive statement and that's about the only positive thing he says. The rest goes on to bash the company with some information that's partially accurate and more information that's inaccurate. Been doing it for years. Never fails, Although I don't recall seeing one since the project with Exxon was announced, But he is a self-professed short seller and loves to pounce after a stock makes a nice pop and a short period of time.
110k shares before 9am pretty heavy and before 8:45 seems relatively significant. Will be very interesting to see what happens by the time the market opens. Of course 90 plus percent of the time heavy volume means higher share price. If early pre-market is any indication, We should break 2 million shares before 9:45 which would be classified as heavy volume. It would be awful nice to see 20 million shares today and up 10%. I say 10% because there's a chance we continue the run through earnings at that level. Anybody who's been around since 2020 can see this thing run for weeks at 10% a day average.
https://www.google.com/url?rct=j&sa=t&url=https://www.sciencedirect.com/science/article/abs/pii/S0957582024001459&ct=ga&cd=CAEYACoTMzQwODcwODQwODQwNzU0MTQxMzIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw1nu09LSsLJRSVmzeSNzt02
https://www.google.com/url?rct=j&sa=t&url=https://www.hydrogenfuelnews.com/hydrogen-carbon-capture-explained/8563119/&ct=ga&cd=CAEYBSoTMzQwODcwODQwODQwNzU0MTQxMzIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw21v0-cPzJepg77aowPQJKE
Thanks WTM didn't know it wasn't working. Travelling.
Carbon Capture funding
javascript:void window.open('/FedConnect/PublicPages/PublicSearch/Public_OpportunityDescription.aspx?id=148013%27,%27Opportunity%27,%27width=400,%20height=700,toolbar=0,%20menubar=0,%20status=0,%20scrollbars=1,%20resizable=1%27)
Look at all these opportunities
https://www.energy.gov/fecm/past-and-current-funding
Good, thank you. Nothing but good news for the industry over the coming months would bode very well. FCEL Should be a solid beat. A couple new contracts followed by some good news from policy makers would bring some excitement and FOMO back.
Investing.com has March 7 $.0747 loss per share on $27.15M revenue. I have a very confident $31.5M and loss of $.06 per share or 25% beat on earnings and at least a $4M or 15% beat on revenue. Plug was up on massive loss just because they removed the going concern. I'm absolutely certain they released earnings early and limited details because the weren't prepared to release earnings and had an SEC deadline to meet regarding filing stating they are/have removed the going concern. They knew the going concern removal would at least minimize negative reactions to a horrific quarter. As long as it doesn't take a hit, I'm okay with that.
https://www.investing.com/equities/fuelcell-energy-earnings
I guess the going concern is gone without explanation and that's at least temporarily good enough for Plug faithful! I guess improving earnings is irrelevant.
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://finance.yahoo.com/news/plug-power-plug-reports-q4-140502804.html&ved=2ahUKEwj8u6ynyNSEAxUwQjABHVgoBo0QFnoECC0QAQ&usg=AOvVaw0C4IxajZya6GNSym04RN5a
Oddly, yes, are Marsh and Plug in Compliance? I sense another investigation or lawsuit soon unless there's a new filing by Wednesday.
https://www.sec.gov/Archives/edgar/data/0001093691/000110465924029615/tm247647d1_ex99-1.htm
Volume is definitely going to exceed average today, but will we hit 15M, and will the SP go up in the last 30 minutes. Love to see $1.30 but I'll settle for $1.26 or higher. PLUG is already at very heavy volume. I really hope PLUG doesn't disappoint earnings on March 6. If we dip due to Plug it could and likely will limit our short term share price potential, even with an FCEL beat, which they will. So C'mon Plug, big beat!!!! Would be awful nice to see 20-30% pop by next Wednesday, then a 20-30% pop after FCEL earnings will result in a much higher SP. Still sticking to my $3 price target in March, although now that's partly related to Plug earnings on 3/6! At some point, regardless, sooner or later FCEL will be the Market Cap Leader!
The live webcast of this call and supporting slide presentation will be available at www.fuelcellenergy.com. To listen to the call, select ‘Investors’ on the home page, proceed to the ‘Events & presentations’ page and then click on the ‘Webcast’ link listed under the March 7th earnings call event listed.
How many people think it's going to take at least another 12 months before Carbon Capture companies begin to gain market cap based on perceived future value/potential? I believe those companies start getting recognition beginning before summer, and that's just Carbon Capture!
Boosted by tens of billions of dollars in funding from recent legislation, @ENERGY's Loan Programs Office supports the deployment of carbon management tech to help the U.S. achieve net-zero greenhouse gas emissions by 2050 ➡️ https://t.co/SSx0qVJsJt #CarbonManagement pic.twitter.com/TSTbOk4cMC
— DOE Fossil Energy and Carbon Management (@FECMgov) February 29, 2024
#NETL is announcing $30 million to support two carbon management priorities — the conversion of carbon dioxide (CO₂) into value-added products and the capture of CO2 from fossil energy power plants and industrial sources.https://t.co/8wUFf9A9KJ pic.twitter.com/9qUK02JnAX
— NETL (@NETL_DOE) February 29, 2024
📣 Join us tomorrow as we continue our series on the Status of CCS in the UK where we'll be unpacking Greenhouse Gas Removals, Power and Power BECCS business models. Moderated by the Institute's @dominicrassool, hear from experts with the @energygovuk ⬇️https://t.co/OoBIMGdxvL
— Global CCS Institute (@GlobalCCS) February 28, 2024
Analyst estimate for earnings date was wrong again, as will earnings projections be wrong again. FCEL has beat the last 2 quarters, and 2 most recent obviously matter much more than previous quarters. Just like after next Thursday Q 3 of 2023 will matter less. However, a beat would then be 3 straight beats. Mind you, that's Analysts missing, not FCEL giving bad projections. Just like Analysts put no future potential in the share price with current valuation. NONE! You can't possibly tell me with Assets far exceeding debt and hundreds of patents alone aren't worth $1B, be sincere and be fluent with math and the market. Not when the Market Cap was very close to this when interest rates were still rising, inflation and recession were a big gray area talked about daily and they didn't have ANY of the following:
Toyota wasn't operational 2.3MW Trigeneration
Derby wasn't operational 14.8MW
Derby 2 wasn't operational 2.8MW
Groton was running 6MW and not 7.4MW US Navy
No Tax Equity on the 1st 3
Exxonmobil project at PORTHOS was NOT OFFICIAL
Although those doing diligence knew all were inevitable in the near future. That just pumped $30M short term $$ into revenue and added approximately $23M a year in RECURRING REVENUE and just as importantly REDUCED reoccurring fees for delays on projects. Those doing diligence understand margins on on GENERATION are now over 40%, and S&L revenue (which was negative the past year) will start rolling in by Q2 or 3 2024. High projection for 2024 is $.26 loss! Wrong, revisions are coming by March 11! TICK TOCK!
As previously suggested, we are informed this week,and in fact yesterday I suggested today, earnings date was announced, and will be as suggested Thursday March 7 (I said 7th or 8th)! Final suggestion about earnings is over $31M revenue and $.05 loss. TICK TOCK!
https://www.stocktitan.net/news/FCEL/fuel-cell-energy-announces-first-quarter-of-fiscal-2024-results-rgk6lvfh7lxk.html
Apparently there's a lot of good stuff going on
https://www.linkedin.com/posts/mathieulauga_gpcaleaders-gcc-greenhydrogen-activity-7168973798568931328-JCxH?utm_source=share&utm_medium=member_android
Very interesting history, especially of recent
https://www.linkedin.com/feed/update/urn:li:activity:7082644289901461504?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28V2%2Curn%3Ali%3Aactivity%3A7082644289901461504%29
Carbon Capture is getting ready to rock and roll!
#NewBlog 🆕📝 Scaling Carbon Capture for Hard-to-Abate Industries in the United States and Globally 📝➡️ https://t.co/BLD58nqB9M
— DOE Fossil Energy and Carbon Management (@FECMgov) February 29, 2024
2.2M shares 10 minutes in, volume substantially slowed after hitting high on the day. Now 2.5 hours later only 7.9M shares. As always, up on heavy volume down on lower volume. Hopefully rebound on heavy volume by the close. $1.30 would be nice on 15M again
https://www.arabnews.com/node/2468706/business-economy
FCE has at least 50/50 chance involvement
Anyone remember the last time we broke 2M shares by 9.40am?
141K premarket to 406k before 9.31am, 581K before 9.32am, 679 before 9.33, 812K before 9.34, ONLY 850K at 9.35! 893k at 9.36am, 1.2M WITHIN 1 minute! Manipulation at its finest! Interesting to see if it holds. If we break $1.35 I think it will
We would like to thank our event sponsors for their support of the 2024 Australia and Southeast Asia Forum on #CCS, in Perth, Western Australia. We have had unprecedented enthusiasm for this event and registration is completely full. Looking forward to seeing many of you there! pic.twitter.com/O65sAM1HwG
— Global CCS Institute (@GlobalCCS) February 28, 2024
DOE/NETL Long history with upcoming update in April. Long history with US Navy and will undoubtedly continue! MHB progressing nicely, 24MW???
Thursday April 25, 2024, FCE presents project review on SOFC
https://netl.doe.gov/events/24FECM/web-agenda
FCE been working with the Navy since 2012, and here's from 2000
https://eepower.com/news/fuelcell-energy-receives-16-5-million-contract-from-us-navy/
https://www.greencarcongress.com/2012/07/lduuv-20120726.html
2012
US Navy office of warfare working with FCE
https://netl.doe.gov/node/1873
2011, good stuff
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.energy.gov/eere/fuelcells/articles/fuel-cell-power-plant-experience-naval-applications&ved=2ahUKEwiJm_fBns2EAxW9STABHWd8CU0QFnoECC0QAQ&usg=AOvVaw3GcRmuQB6yKHEgiBtbuiV2
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.dvidshub.net/news/457355/joint-funded-hydrogen-fuel-cell-full-display-navys-climate-week-nyc-event&ved=2ahUKEwiJm_fBns2EAxW9STABHWd8CU0QFnoECC8QAQ&usg=AOvVaw02vVN6iJ8F9dVuavokO8Gh
https://www.linkedin.com/posts/fuelcell-energy_yesterday-fuelcell-energys-ceo-jason-few-activity-7156304991408766977-W4Cj?utm_source=share&utm_medium=member_android
Fuelcell and MHB MOU moving forward yesterday!!
https://www.linkedin.com/posts/fuelcell-energy_mmhe-mhb-otcasia2024-activity-7168289396465610752-fOVM?utm_source=share&utm_medium=member_android
MHB early 2023
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-to-Collaborate-with-MHB-to-Deliver-Solid-Oxide-Electrolyzers-for-Large-Scale-Green-Hydrogen-Production/default.aspx?utm_content=283912612&utm_medium=social&utm_source=linkedin&hss_channel=lcp-163910
MHB 24MW hydrogen production video
https://share.vidyard.com/watch/kMWqPWVHG4B9spc3KLfHng?utm_content=283912612&utm_medium=social&utm_source=linkedin&hss_channel=lcp-163910
Nice article about Derby & FCE
https://connecticut.news12.com/new-power-plant-promises-affordable-electricity-without-the-pollution
https://www.linkedin.com/posts/fuelcell-energy_know-any-connecticut-businesses-that-want-activity-7160653657359699971-PPiA?utm_source=share&utm_medium=member_android
Note: Sheffield TERC wanted to have a local company monitor and service the Fuel cell unit, but no other company was capable of doing so. Drax and Exxonmobil! WOW! $1.25???????? WTF is wrong with people? Lol
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=2ahUKEwjXvvLRhM2EAxUFpLAFHfQYCVQQFnoECBAQAQ&usg=AOvVaw3hHxCH-CNaaaeKinwSa4eq
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.geos.ed.ac.uk/sccs/project-info/2561&ved=2ahUKEwjXvvLRhM2EAxUFpLAFHfQYCVQQFnoECBIQAQ&usg=AOvVaw3xHGH1eCGIanJbinrbX-jJ
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.magonlinelibrary.com/doi/abs/10.1016/S1464-2859%252819%252930274-3&ved=2ahUKEwiNmeLHhc2EAxWsmLAFHeB2DlY4ChAWegQIDhAB&usg=AOvVaw2AFZMzXKP7FPLRuvaUMTtI
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://terc.ac.uk/news-events/advanced-molten-carbonate-fuel-cell-research-rig-unique-in-the-uk-arrives-at-the-translational-energy-research-centre/&ved=2ahUKEwjXvvLRhM2EAxUFpLAFHfQYCVQQFnoECCgQAQ&usg=AOvVaw2Zx2IbJJRg-PvSpF3AC62g
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://bidstats.uk/tenders/2023/W14/795934728&ved=2ahUKEwjt67_Lhs2EAxVkVzABHbbOC1YQFnoECBUQAQ&usg=AOvVaw14rF7DKq347eMWlLOoB04X
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.sheffield.ac.uk/news/university-sheffields-energy-innovation-centre-partners-drax-advance-carbon-capture-research&ved=2ahUKEwjznvfhhs2EAxU2SjABHYmjAFQQFnoECBYQAQ&usg=AOvVaw1CxN_1YtzItQAoyFUUnuUp
Feb 20, 2024
https://www.sheffield.ac.uk/news/university-sheffields-energy-innovation-centre-partners-drax-advance-carbon-capture-research
February 2/27/24
https://www.linkedin.com/posts/fuelcell-energy_mmhe-mhb-otcasia2024-activity-7168289396465610752-fOVM?utm_source=share&utm_medium=member_android
I'll gladly take $1.22 on 15+M shares as long as we are green again tomorrow.
Speculative means guessing, hoping, trying to time investment or a gamble, but key is hoping for quick $$. There is no SPECULATION on my part, NONE! I have done my diligence, and I have connected with others doing theirs! I thank all whom have done so, and have shared what they have found also, so everyone has the same opportunity. I knew this wasn't an overnight investment but some day, I will have created generational wealth. I reference TICK TOCK repeatedly because it is just simply a matter of time. In 2010 and 2020 I would never have guessed I'd still be waiting for that time today, but I do know it is near. FCE is ahead of their time, with hundreds of patents and loads of research with the most important partners world wide. The time is now!! TICK TOCK!
https://finance.yahoo.com/news/warren-buffett-says-stock-market-212445057.html
US Navy, US Dept of Energy, Exxonmobil, Toyota, IBM, Navajo Nation, Canadian Natural Resources, COSIA, CRIN, TuNur, Chart Industries, Malaysia Marine and Heavy Equipment, KEPCO, have all Collaborated, or continued or advanced collaboration with Fuelcell Energy in the past 2 years! If you don't know this, you don't know FCEL or there diverse patented advanced technologies.
Already bounced off $1.13 once today, And I'm sure there's a ton of people with money juggling from one fuel cell stock to the other trying to play them up and down with short positions puts calls etc. investors just need to hang on until earnings. This goes down much slower than it goes up. Hoping for a slingshot off of $1.13 next week. Just hold plug doesn't get crushed.
Canada
https://cosia.ca/node/214
Canada
Highly recommend watching this video! You can skip 1st half if you want but great video.
https://www.cleanresourceinnovation.com/competitions/low-emission-fuels-and-products-technology-competition
California
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://efiling.energy.ca.gov/GetDocument.aspx%3Ftn%3D253453%26DocumentContentId%3D88667&ved=2ahUKEwi4itm76sCEAxUSKFkFHYJxCgYQFnoECDEQAQ&usg=AOvVaw0xwNg-m-uu5JYDvshfPSj2
SNAM "Flagship Project"
https://h2-tech.com/news/2022/01-2022/snam-sagat-partner-on-first-h2-ready-fuel-cell-at-torino-airport/
Torino
https://airsideint.com/issue-article/going-green-in-turin/
Drax and Sheffield using FCE tech
http://stocktwits.com/Thomask88/message/562209193
Check out @camfield7 message on Stocktwits http://stocktwits.com/camfield7/message/561219331
Check out @camfield7 message on Stocktwits http://stocktwits.com/camfield7/message/561219331
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=2ahUKEwjW4IDqkr6EAxXUN2IAHen5D0cQFnoECBwQAQ&usg=AOvVaw3hHxCH-CNaaaeKinwSa4eq
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://terc.ac.uk/news-events/advanced-molten-carbonate-fuel-cell-research-rig-unique-in-the-uk-arrives-at-the-translational-energy-research-centre/&ved=2ahUKEwjPqMapkL6EAxXMElkFHcbjANw4ChAWegQIChAB&usg=AOvVaw2Zx2IbJJRg-PvSpF3AC62g
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://bidstats.uk/tenders/2023/W14/795934728&ved=2ahUKEwiG14nUkr6EAxW_KlkFHVfoDHsQFnoECBMQAQ&usg=AOvVaw14rF7DKq347eMWlLOoB04X
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.geos.ed.ac.uk/sccs/project-info/2561&ved=2ahUKEwidufL0j76EAxW7L1kFHahgDtcQFnoECBIQAQ&usg=AOvVaw3xHGH1eCGIanJbinrbX-jJ
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.bioenergy-news.com/news/university-of-sheffields-energy-innovation-centre-partners-with-drax/&ved=2ahUKEwjLqoHNgL-EAxWIFVkFHX9wB-sQ0PADKAB6BAgREAE&usg=AOvVaw3EeVu6OFi3mUR8b2ax1iCg