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1st, I know this is from 2012 there's relevance here. This is the first plant installed at Tulare. Note on page 2 and 3 all the projects that were already installed at that point in California. Tulare and Campbell's are two of fuel cells repeat customers.
Oh yes historically you are correct. However new leadership higher expectations and positive surprises. Hopefully committed to sticking to time frames and meeting expectations. Leaving people hanging through the weekend will be typical of previous administration. I'm hoping they're making a statement today
Today is the day, after the close!
I'm firmly calling news after hours tomorrow!!
I actually don't think I've heard anyone mention bankruptcy lately or anybody that's been paying any attention anyway. Instead they've changed the approach to minimizing the potential value of the company. Like talking about how they won't hit $1 or they might hit $3 in the next year.
SKIT for those saying BK.
Huron: Okay, here is what we are going to do!
1) first we are going to prioritize what needs to be done in what order.
FCEL Board: Great!
Huron: A) Get rid of Chip.
FCEL: Great!
Huron: B) Make a list of all the debt we have and any deadlines.
Fcel: Okay!
Huron: Contact all lenders and creditors and arrange deadlines we can meet based on our current expected time frames for big cash coming in.
Fcel: Okay.
Huron: Start pain debt do first.
Fcel: okay.
Huron: Make sure we do SEC filings weekly updating the public on how expeditedly we are taking care of business.
Fcel: Got it.
Huron: Then, just when we've taken care of everything we will file bankruptcy!
Fcel: WHAT!
Huron: We I want to do something that catches everybody's attention and it makes no sense whatsoever. We don't need that payment we get for successfully restructuring company we're just here to waste our time and have fun.
Fcel: Okay, sounds like fun let's do it.
Good stuff, particularly from 1:50 on.
https://vimeo.com/350203545
As stated numerous times, Generation Revenue from TS. Since May 8 (basically all of Q3)!
https://photos.app.goo.gl/MsUTTaCteQgneSgM7
C'mon Henrik, show your face quickly or noone will stop the momentum. Building for a couple days now. Are you accepting this is the end for you! Your rumor can't be supported any longer!
I concure. Although if they didn't beat it so bad as to do the RS we wouldn't have needed to accumulate so many shares. I'm hoping 1 more purchase under $.50 even but no more $ til next Thursday. Might miss the boat on a few 1,000 more
Scroll down and read where the heading is "Ideal for Microgrids"!
People trying to push this down with BS, like and repost!
https://microgridknowledge.com/opportunity-zones-microgrid/
Article is from July 24, 2019, FCEL just posted on Twitter site. They refer specifically to FuelCell energy.
Wonder if this relates to the new 8K?
Get ready for the big one Elizabeth!!
FCEL posted on their Twitter page today
https://microgridknowledge.com/opportunity-zones-microgrid/
The 2017 tax bill created "opportunity zones" to spur investment in economically distressed areas. What avenues does this open for microgrid projects?
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The 2017 tax bill created "opportunity zones" to spur investment in economically distressed areas. What avenues does this open for microgrid projects?
The 2017 tax bill created "opportunity zones" to spur investment in economically distressed areas. What avenues does this open for microgrid projects?
microgridknowledge.com
Yes in fact his math was backwards but I felt no reason to point it out since anybody could figure it out if they were paying attention. There are several articles from jigar shah, the first is obviously the loan agreement, second was his coming out about supporting fuel cells, in third in most recently was article that I posted I believe from July although I may have been June him reiterating did they do not invest in high-risk companies. The companies they invest in have to meet certain criteria and are considered low risk investment.
Hyundai Oilbank also has plans to expand the number of multi-energy stations, which will be equipped to refill hydrogen fuel-cell vehicles.
GS Caltex and SK Energy, the nation’s top two refiners, are leading in transforming gas stations.
Added $15+ million a year in recurring Revenue from BP and over $5 million recurring Revenue from TS. That's over $20 million a year or $5 million per quarter. Recurring revenue, understand? That's not 1 quarter. Also saving over $15 million a year currently due to lay offs, termination. That's over $3.8 million per quarter. That's an $8.8 million minimum per quarter turn around. They are going to be adding revenue quarterly on a regular basis due to maintenance and service contracts. Let's just guess $1 million per quarter for an average #, or let's make it $.7 million so we have a round $9.5 million turn around. We have averaged a loss of $12 million per quarter. That's a $2.5 million loss per quarter without adding any sales or licensing (ie: $10 million from Exxonmobil). That doesn't include adding any other Revenue either, ie: more PPA's, like Tulare Biomat (2nd Project for Tulare waste water) or Bolthouse Farms (3rd project for Campbell's soup). Tulare should be done before December 9, and Bolthouse Farms should be done by end of Q4 (October 31). Tulare is 2.8 MW and Bolthouse is 5 MW. That's 7.8 MW or let's say at least $8 million per year or $2 million per quarter. Now, that means we are around $.5 million per quarter off but again, that's recurring Revenue, not accounting for increasing service or maintenance income, or sales or licensing. The US Navy project in Groton will be completed by end of Q1. That's 7.4 MW or at least $7.5 million per year or $1.9 million per quarter. That's profitable on recurring revenue alone. Be real, talk facts not BS. Now, nay Sayers will say but who's going to make the fuel cells. They have inventory already made for Campbell's and Groton. Units only need to be installed. Once the get a large investor or large contract the will begin hiring and ramping up. That process should not have any significant impact on profit, because as the naysayers have stated in the past, that process takes time. Should have Groton done long before ramping to 55MW. LIPA 7.4 MW and Derby 14.8 MW next in line. Anyone waiting til mid December to go long loses out on at least 300% profit (possibly 600%). Anyone waiting til Campbell's is done definitely loses out on more than 1,000%, possibly 2,000 (depends on Exxonmobil, Toyota, Hyundai and S. Korea). Oh, did I forget to mention Toyota will complete the most technologically advanced green technology in commercial operations. That will be a cash deal! When profitability is obvious, you are way too late and miss at least 2,000% profit and possibly up to 12,000%. Let's see where we are on August 12 and September 10 (Q3 Earnings and CC)
Yes well I'm glad you made money what if people just did their diligence and looked at the company and invested long the company wouldn't be so up and down and everyone would make plenty of money. People could always invest whatever they can then take half out and play with that and maintain the rest long
Talk to me about it again in 2 weeks, of course at the time we are at a completely different price level
I am certain they already have solid financing in place, only need to conclude Tulare, and TS, and pay Hercules and NRG. $100-$300 million is still on the table from Generate and will not go away. They received that with a turtle at CEO and loads of Toxic financing. The turtle and the financing are gone. Jigar wants to be part of this success story. The announcement of Tulare and TS shoot stock over $1, possibly $2-$3. Then when they announce a new deal in S.Korea, or Carbon Capture, or Tri-generation or significant cash infusion and ramp up in production again we go over $5 before shorts understand what happened!!
Okay, let's try this 1 more time. Financial crisis over. Ignorant people say they are "bleeding cash". Guess for lazy people not doing diligence they will have to wait for Q3 & Q4 earnings to see. For those playing the home game (Longs doing diligence), why would the banks take months to do diligence to give the company $70 + million over about a 7 month period for Tulare (2nd Project with the WW Treatment plant by the way), BP, Bolthouse Farms (3rd Project with Campbell's soup by the way) and Groton (US Navy). They didn't do diligence then say, ah screw it, let's give them the $ then just sell assets and take over the company if they can't make it.
2nd, as I said before a few times. They have cut expenses by over $16 (combined pay and benefits) by letting go 135 employees and Chip. And, they have added over $20 million a year in recurring Revenue from generation alone. That is over a $36 million a year turn around or about $9 million per quarter. Cash burn was around $12 million per quarter average.
3rd revenue from service and maintenance will grow based on aging units everywhere.
4th. We have resolved issues with Posco, so we will get more $ cash income from S. Korea.
5th Carbon Capture demand is growing, Exxonmobil just paid $10 million for "non-exclusive" licensing agreement.
Big stuff happening and Huron will announce exit to collect their bonuses before end of August. Turn around completed. September CC will be very upbeat. Jennifer at the helm. Confidence will soar. $5 minimum by EOY. Q4 CC will be better than Q3.
Q three conference call should be very good. Q4 should be even better. Should have significant money is coming in from accounts receivable increase substantially in generation portfolio monies from Exxon for the licensing agreement any other monies we are not aware of, and increase in service and maintenance contract Revenue. Q3 is the beginning q4 is the continuation. Finally!!
Don't sell anything be strong. No stop losses, that's how they bring it back down. It is not going back down to $0.30 unless there is no news until next week or bad news and that's not going to happen. Can you sell limit orders in at $5 or higher
from Drax! Read everything if really interested in the stock! Good reading and good luck. Goodbye shorty!
FuelCell Energy
https://www.linkedin.com/company/fuelcell-energy
Alert, alert all longs, anyone wanting big $$, place sell limit orders at $5 or higher. No stop losses giving up shares on cheap to players and shorts. Just put $10 limit on all mine. Have faith,
Sell limit $10 no stop losses let's run this sucker!
Does not matter whether there's more dilution or not. This validates there will be no bankruptcy. No chance of bankruptcy NADA, nil, in any comments of such will be disregarded by anyone that has a brain. He just received millions and millions of dollars from 5 different lenders over the past 7 months. They just paid off all of their debt. Big decrease spending by about $16 million and increased recurring Revenue by over $20 million. For those of you not playing the home game, the extra 5 million dollars is the estimated Revenue coming in from triangle Street which started drawing Revenue on April 12th 2019 according to the FERC website. We just made a 180 degree turn around in the last 2 to 3 months. We are undoubtedly going to see a strong fast move upwards continuously for the rest of the year. Once everyone realizes the fact that is. Again anyone that even considers the idea of bankruptcy it completely uninformed.
Shark tank is one of my favorite shows. A couple of things seem to have more importance than anything else. Is the product of good product and can the company grow? What sort of crowd is going to be interested in the product or the company. And do they have purchase orders. I think we can safely say with the growing interest and demand for carbon capture and other pollution capture for that matter, energy security and energy demand, there is certainly plenty of room for growth and demand. Would anyone question that?
And as far as purchase orders I would say over 1.8 billion dollars in backlog would validate the purchase orders. They already have signed power purchase agreements for over 42 megawatts (5 for Bolthouse Farms, 7.4 for the US Navy, 7.4 for LIPA in Yaphank, 14.8 in Derby and 7.4 in Hartford) that are not currently operating or c o d. With 32.4 more megawatts in Long Island that have not been signed into Power purchase agreements yet!