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That was April 19th I'm thinking of taking a ride to Yaphank to see if they've started construction yet my guess is they have. Anybody up to meet for lunch so there's more than one person they can set their eyes on it and attest to it.
Brookhaven April 9, 2019 update, 7.4MW fuel Cell Park! "Planning stage"
https://www.brookhavenny.gov/documentcenter/view/17870
They have a 10 million dollar draw with generate capital. they're going to want to complete this project in a timely fashion.
You should just be ashamed of yourself with an analogy like that and having the name FuelCell energy. Just change your name or state the facts don't make up crap. They have inventory being installed. A couple of these projects are going to be completed on time because of it. The Groton project was going to be pushed back because of a delay with excavation. But they already have the inventory to build a couple of these. Triangle Street and tulare are already built. Bolthouse will be done on time.
Call Campbell's and ask them why they are buying their 4th fuel cell from them, or Tulare and why they are buying a second, or CT and if they did diligence before granting the 22.2 MW RFPs. Or maybe no one cares about faulty vs quality so nobody did diligence, especially in BP. I can see the conversation now. "Okay, we delayed long enough to make everyone with an IQ believe we did diligence, let's close on the massive loans now!". Lol
Tsk tsk, shame on you! Starting rumors speculating negativity.
5/13/19 recurring revenue from Generation $7-$8 million. 5/15/19 recurring revenue from generation $22-$23 million
6/1/19 recurring Revenue from generation $26-$27 million.
6/15/19 recurring Revenue from generation $29-$30 million.
8/1/19 recurring Revenue from generation $34-$35 million.
2/28/20 recurring revenue from generation $49-$50 million.
Revenue from maintenance and services growing quarterly also. Getting the picture?? And by that time, it may all be secondary, after Exxonmobil announcement of commercialization plan for Carbonate Fuel cell carbon capture.
No Crystal Ball but I certainly have a strong opinion. I think with no news and trade between $1.22 and $1.39 unfortunately. With any decent news at all I'm thinking we get $2 no problem. I'm thinking they finally meet a deadline with positive news, which means by the 7th they come out with a resolution for the Hercules loan. Pretty sure the conference call is at 6th, which means they should have answers by then. Unfortunately I don't think they're going to have a resolution announced for the C & D preferred shares. I'm thinking they wanted to fix Hercules first and try to get the stock price of little higher before selling shares or converting shares. But there's probably only a few people that know the truth everything else is speculation. I do however feel very confident there will be acceptable answers in June. TS should be announced by the conference call and Tulare may be announced. I personally have a very strong opinion the company should have a monthly update telling people straight up the status of all of their projects. And they should give wide ranges for completion dates like best case scenario and worst case scenario, with anywhere between three and six months time frames. that way they can't be wrong and they aren't over-promising and under underperforming and it's better than not giving a time frame or being off by months.
Next 6 trading days we make a ton of money or yet another disappointment! I feel good about this one. $2.50 is split level. We get a + resolution to financing and + updates on TS and Tulare, we see $3-$5 easily. CC Thursday 6/6. GLTA
Yes I figured that. You can always place an order doesn't mean it's ever going to fill. Especially if when the stock is halted it opens 500% higher. So once it's halted you missed it
I'm still not optimistic compliance is going to be a boost, hope I'm wrong again. If I am, 1 report could Puch easily above split levels.
Good guess from calculation of previous posts but I've averaged down to $29 for even on total investment. I know you can do math. And you know when they straighten out the bad financing they are over $250 million company no problem. Figure in so e extra multiples from optimism and it should hit $500 million valuation before pulling back a little. Resolve financing issues and execute the next couple projects on time and get 1 big announcement (S. KOREA, Exxonmobil, LIPA) or maybe just a couple new ones from California. Good luck to you! You were on the side lines last I knew.
Besides your name indicates you have expected this. It does say 2020 not 2019.
By 2020 anyone that's been watching this will look back and laugh and how they can't believe they had an opportunity to buy this stock at less than one-tenth of the current value, could be 120th or 150th depending upon developments
Over the past couple of months you have sounded like a disgruntled employee that was fired. Maybe you should consider changing your name. if management had done that bad of a job I'm sure the board would have moved to dismiss them. I'm not sticking up for management by any means I know they could have done a better job in several ways there's no doubt about it. Also no fuel cells in general have not had an easy Road, and we don't have any politicians in our pocket like Bloom Energy. Dusan has Megabucks, I did not know they were part of a multibillion-dollar company until recently that explains some of their success. They clearly don't have any funding issues. Bloom and plug have burned a whole lot more money than FuelCell has. They do have better PR for sure. They have also been dealing with a different product and have a much narrower focus with a more affordable product than ours. it's not about what's happening today or what's happened over the past 10 to 15 years as much as it is about where the company is headed. They have a much more diverse portfolio than any of the other FuelCell companies. No one in their right mind can question that. They also have a ton of patents to protect their products. These other companies have had complaints about their products on more than one occasion.
Getting the product right in protecting the product is the most important thing for the Long haul. Putting Band-Aids on things or speeding them up to meet deadlines it's not the way to have a successful long-term business. They proved that with toxic financing it's killing them right now. Hopefully they've learned their lesson and hopefully anybody who has taken advantage of the drop in share price will benefit this year. The math makes perfect sense. all I would like to see right now is the equivalent of $1 pre reverse split. then we are clearly headed in the right direction. That can happen without a new major event. Besides the first major event that has to happen fixing Hercules and the toxic preferreds. And if that is done in a reasonable way, we will either be on a steady climb to that $12 range or it will Spike to $10 very quickly.
Basically the way I look at it I'm okay with an 800 plus percent profit in one day. That's what's going to happen at some point with this stock. Of course let me put the phrase in my opinion in there. One big announcement about carbon capture commercialization plan with Exxon,0f Profitability, access to sell directly into South Korea, any other big contracts in California or at any other port for that matter, something big with Hyundai, but that would all have to come after them completing the two projects that are past due and rectifying the financing with Hercules and the C&D preferds. Being significantly undervalued and oversold, 1 to 200% gain in one or two trading days could very easily happen. What if we resolve Hercules and C & D's, complete Tulare and get any other big news, $10 is a drop in the bucket. Don't forget $12 would be like a dollar before the reverse split. So $2 or $24 is very easily attainable with those items I mentioned
I do agree with most of what you say however if the stock does go up to $5 and my cell order does not trigger at $10 at that point I would raise it to $20I do not want to leave it and have it sell at 10 OS it goes from $1 to $10 in one day. If this thing has big news it could be halted and I don't know if you can cancel an order once it's halted.
I actually do believe $40 is very realistic giving good news between now and the conference call then execution and a good quarter in conference call in September. $40 would only be the equivalent of about $3.33 pre-split so it is very doable. We've got Bridgeport if we resolve Hercules and the C&D preferred shares, and we have converted some big preferred shareholders two common shares, and obviously they start executing backlog beginning with Tulare and Campbells Soup (Bolthouse Farms), I think $3.33 or $40 is very attainable. IMO just in case anyone didn't know that was an opinion
Because it probably will not go to $10 in one day and if it did I think we all would be happy. That will be over at 800% increase from where it's at right now.
Shorts are out in full force do not give up your shares do not give up your shares do not give up your shares put a sell order in for $10
From someone else on Yahoo finance.
Let me just piece something together for all FCEL followers on Carbon Capture. Follow the dots, and the money.
March 7, 2019 Conference call transcript, Chip Bottone.
https://seekingalpha.com/article/4247054-fuelcell-energy-inc-fcel-ceo-chip-bottone-q1-2019-results-earnings-call-transcript?page=4
"We are now transitioning to the development phase of our Generation-1 solution expanding to industrial applications and larger systems. You can now start to think about using this solution for reducing CO2 from any exit gas stream. This expanded industrial market, which historically had limited solutions for de-carbonization accounts for roughly one-third in the global CO2 emissions.
Additionally, we have developed the expertise and sound and objective experience to execute project and plant feed studies. Feed studies determine the specific application parameters and expected results. Feed studies are used for project development and execution of all-sized projects. We are working on scaling this technology, making it ideal for large scale carbon capture."
Key words to note: FEED Study
On March 14, 2019 DOE announced $30M opportunity for Carbon Capture "FEED study". There's those words again.
https://www.energy.gov/articles/us-department-energy-announces-30-million-front-end-engineering-design-studies-carbon
"U.S. Department of Energy (DOE) announced up to $30 million in federal funding for cost-shared research and development (R&D) for front-end engineering design (FEED) studies for carbon dioxide (CO2) capture systems. The projects, funded by the Office of Fossil Energy’s Carbon Capture program will support FEED studies for CO2 systems on both coal and natural gas power plants."
DE-FOA-0002058
Applications were due on 5/13/2019
Selection notification expected on 8/7/2019
Expected date for award: September 2019
Exxon Mobil press release on May 8, 2019
Ten-Year Agreement with National Labs to invest $100M to advance lower emission technology.
https://www.energy.gov/articles/doe-national-labs-partner-exxonmobil-100-million-joint-research
"ExxonMobil will invest up to $100 million in the two DOE Laboratories to advance lower-emissions energy technologies that could be brought to commercial scale. This agreement is one of the largest public-private partnerships between DOE laboratories and the private sector, and exemplifies DOE’s commitment to cross-cutting, result-driven research initiatives.
The agreement will foster research collaboration on projects that will advance potential scalable technologies that improve energy efficiency, minimize greenhouse gas emissions, and reduce emissions from the production of fossil fuels and petrochemicals."
It's not a stretch to believe that Exxon's $100M investment into DOE Labs will result in the Exxon backed FCEL carbon capture application will get most if not all of this $30M opportunity. Which means good news for FCEL in September
Timing could not be any better if they came out with a really good news report right now. I know exxon's annual shareholders meeting is the 29th
If this thing touches 1.35 shorts are going to be scrambling and there will be a massive short squeeze.
Everyone place a large sell order with a limit of $10. Then can not be shorted
I'm almost certain they cannot do another reverse split the approved one reverse split it has to be voted on and approved before they can do it. They messed up by doing the reverse split too early they should have waited until after the Bridgeport project was announced. I doubt very highly the carbon capture is just for show with Exxon. in fact I've done due diligence trying to find any updated information and it's clearly top secret. The number of the project is no longer available. I think Exxon told Department of energy they don't need them anymore. I don't watch a lot of TV but everytime I do I see that plant carbon capture commercial. Exxon isn't making those new commercials just for show. Something big is going to come out about carbon capture this year from ExxonMobil in FuelCell. Oh wait let me throw these letters in there. IMO
I stand corrected, it's the 4th project with Campbell's. I thought it was the third. Wow they purchased 4 fuel cells and from the same company. do you think that means the product is reliable and performing well?
https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.sciencedirect.com/science/article/pii/S146428591830066X&ved=2ahUKEwj3js-V2KHiAhWv1lkKHYp8APMQFjAJegQICBAB&usg=AOvVaw2tm9hALHUu5rtSbU8WLZAv&cshid=1558066171263