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There was a decision published on Docket # 1807003 that was published yesterday. This RPS proceeding is relative to the PFM, but it’s meanings are over my head.
http://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=323244009
Another awesome day for the Longs! Wasn’t that long ago we were trading in the low .30’s.
Tulare was known, bigger news pending.
Congrats Longs, y’all/we’all deserved some optimism.
You like to position yourself as some sort of expert here, but we all know your wrong and misguided way more than your right.
Cheerleaders are only correct when the team is winning.
Please don’t feed the pig! It will only lead to relentless I told you so posts and useless links.
There are a few (very few) folks here that really know what’s going on with this company.
I am holding back on a lot of DD, just so HH doesn’t lay claim to credit.
I find it humorous that stuff I’ve known for weeks or months finally hits HH radar.
Please don’t feed the pig!
Posco!
Euphoria can be a wonderful thing!!
I’m certainly hoping that a buyout is in the works and my 500 shares of FCELB get bought out at face value.
That would be a good day!!
Nice trade, but honestly I’m surprised that anyone would buy TLRY at $51. Currently trading @ 19.
Anyone that knows what they’re talking about already knows that. Given there is an intact royalty bearing license agreement through 2027 and Posco has around 200MW installed base that will require stack replacements.
Both companies need each other.
It’s a pretty strong rebuttal to FCE/Toyota’s PFM. Will be interesting to see how it all plays out.
Tulare is done, COD 12-31-19
In August 2019 SCE and FCE reached agreement on amendment languageto the
Tulare project BioMAT PPA. This enabled FCE to proceed with activities leading to start-up of
this project, which had been completed months earlier but prevented from commencing
commercial operations due to SCE’s refusal to recognize the eligibility of the directed biogas
start up fuel. FCE believed that an amendment to the Tulare PPA was unnecessary. However,
the substantial delay in project commissioning occasioned by SCE’s position concerning the use
of directed biogas placed undue financial strain on FCE and created issues with FCE’s project
lenders. Thus, FCE had no choice but to accede to SCE’s demand for an amendment in order to
move forward with commissioning the Tulare project.
Executed on November 1, 2019 at Danbury, Connecticut
____________________________
Jennifer D. Arasimowicz
http://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M319/K016/319016357.PDF
Thought this was dead (Alberta Innovates) but maybe not.
Alberta Innovates, along with its partners, are exploring a Molten Carbonate Fuel Cell (MCFC) technology that would combine capturing carbon dioxide (CO2) with generating low GHG-intensity electricity.
https://www.cosia.ca/initiatives/greenhouse-gases/projects/molten-carbonate-fuel-cells
Glad to be picking up more FCELB.
The dividends will secure my recent retirement. Yay!!
Tulare COD 12-31-19
Whole lot of information here regarding Tulare and the Port of Long Beach projects and what is going on in the background.
http://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M319/K016/319016357.PDF
http://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M318/K667/318667963.PDF
There was at least 50m in outstanding toxic convertible debt at the time of the last RS
All gone now - things have changed in a big way!
Really don’t care how much you care or understand the difference, between a now and then but
I do,
I will play this game on my own terms, but those in the know have an advantage.
We all need to recognize that they minimally need one or the other to survive but not both. Pick your poison, I’m more inclined to give the increase in AS but not the RS.
I’m feeling pretty good about that since I bought my 200 shares at $50 ea.
37.97 per share total catch up.
FCELB dividend was funded this morning.
It has happened here when they have had available ATM offerings and available AS. they have neither at this point. So, no I don’t believe that dilution is the case.
Only 10%? The sky is clearly falling! Lol
It was moved to the small generator interconnection queue.
Is currently under PPA and in preconstruction status.
https://www.psegliny.com/aboutpseglongisland/ratesandtariffs/tariffs/feediniv/feedintariffiv
https://www.psegliny.com/aboutpseglongisland/ratesandtariffs/tariffs/feediniv/-/media/AA3282BCC1414378890A1BF7140855A5.ashx
Lupo, pick a direction. We all know that when things change, they change. I have been a staunch supporter over the years because of the technology and also a huge critic of past management. My outlook changed drastically today. Going concern is no longer a going concern. Surfs up, ride the wave or chase the next one!
It did that the last time (May) but not this time.
Always interesting after a big news day to listen to traders trying to catch up with the significance of what the fundamentalists already know.
Predictions are just that, but the future for FCEL/FCELB changed in a big way today!
As a cautionary note, it is likely that we will see another RS or minimally an increase in as. This time, it’s different. Balance sheet has been completely cleaned up and the backlog is real!
FCELB will double today imo
200m loan facility and funding the FCELB dividends.
Cheapest supply wins!
Noise
He is referring to Beacon Falls but I’m skeptical.
Fiscal year ends 10-31.
Good stuff Max, thanks!
Doosan spins off fuel cell business as a stand alone entity. Posco spins off fuel cell business as a stand alone entity. FCEL cleans up the balance sheet as an acquisition candidate. Writing is in the wall IMO.