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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
10X potential, according to AI! Hm, I recall chat on the boards suggesting the same! That would be over $10, in less than 12 months.
https://www.google.com/url?rct=j&sa=t&url=https://investorplace.com/2024/02/chatgpt-stock-predictions-3-hydrogen-companies-the-ai-bot-thinks-have-10x-potential/&ct=ga&cd=CAEYAioUMTAwNDU4MDg1NzY2MjM3ODQ1NzMyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw21HFCkN48r21fzIvotWwA1
Thanks to Thomas K, FCE has Exxonmobil, and now Drax, count down begins
Check out @Thomask88 message on Stocktwits http://stocktwits.com/Thomask88/message/562209193
Factual update
FCEL -3% on well below average volume
PLUG - over 8% on well above average volume
Plug announced earnings date March 1, investors obviously expecting questionable results at best
BE up fractionally on average volume
BLDP down over 1% on well below average volume
FCEL was about 2/3 average daily volume, and I firmly believe was only down in sympathy with plug. Plug and Bloom both took a major hit. BE on earnings and plug on a going concern. FCEL got the going concern out of the way and resolved back in 2019. IMO it's going to take plug a while to recover from that. Did they figure out how they're raising the cash for operations for the next 12 months? Last I knew they were considering an offering? Unfortunately buying right now is risky because there may be a dip related to plugs earnings. We could really use some sort of good news for the industry or the company before plugs earnings. Then rock earnings ourselves the following week. TICK TOCK!!
1 day and 5 day charts Obviously not impressive. 1 month and 3 month are actually neutral although obviously showing volatility. As long as we go back over 140 next week all charts will look good through 3 months. All moving averages out to 50 days range from $1.31-$1.36, excluding today obviously. 200 day is $1.62. Shorts, of which many are on the boards obviously, dread seeing this past the 50-day moving average and are desperately trying to keep it suppressed. Big news on Friday would be wonderful. Turn on that pan!! TICK TOCK!!
If you weren't so ignorant you wouldn't be asking these questions. You are wasting everybody's time by posting on here because you don't know what you're talking about. This is recurring revenue from generation They don't have to do anything for this revenue it's just coming in because the units are running because as you previously stated they are a power generation company or an electric company. Unlike our so-called peers they are grouped together with. This is recurring revenue that over the period of the contract is what gives them 40 to 50% margins. Again unlike what any of our so-called peers are doing. That's not all of the revenue they receive. And anyone doing their diligence such as I understands the other companies are making far greater revenue, with generally far greater losses accompanying. In particular as I stated for years plug power was making a lot more money in revenue but losing far greater money resulting in a worse financial situation. Again not something you would understand clearly. For future reference I will not reply to you. Again it's a waste of breath. Good luck to you, and all your worldly adventures. Please don't text me back as like I said I will not answer and I'm being respectful If I can't get the same in return that exemplifies who you are.
And by the way if you pay attention over the next four to eight quarters you will see percentage wise fuel cell energies revenue and margins improve at a better rate than all of the others.
I always post bullish and focus on all of the positives with the company and I do that for a lot of reasons. First and foremost there are a lot of reasons to be bullish. The world is moving swiftly to using our technologies which are in their infancy stage as far as commercialization goes. Monetary policy support is just now being implemented globally. We began increasing production and marketing for commercialization just over the past year. We have developed many positive relationships over the last few years that are just now starting to turn into $$. We have one of If not the most proven and desired options for hydrogen production and for carbon capture. We are partnered with a few of the most powerful companies in the world including Toyota and Exxon Mobil. Anyone doing diligence is aware of the many details attached to all those facts. There are almost as many bears shorts traders swingers whatever label you want to put on them that are taking short positions or bashing the company and or their product on a daily basis unjustly. That said, The company obviously has not done what they need to do to prevent those labels from manipulating the stock keeping the share price down and making investors be frustrated at times and a more patient than what they should need to be. The company has taken the steps they need to in order to ensure the company has a very successful and prosperous future. Unfortunately that's not common public knowledge and if there isn't any news significant enough, Even with the Exxon Mobil pilot. That does not justify a market cap below $1B. Especially since stocks are supposed to be based on potential as well as current cash value. As I've stated repeatedly there's no potential currently included in the share price. Absolutely zero. The hundreds of patents alone and simply the history of research with the powers to be globally, combined with current debt versus cash and cash equivalence, is sufficient to merit, a higher share price. 2x or 3x is easily justifiable. If they took assets plus cash and cash equivalents and deducted debt, Then multiply x 2 I'm guessing that would give a higher market cap then where we are now. I just don't feel like looking back through the numbers to figure it out, But somebody else can if they want In particular any bears that might want to try to prove me wrong. Of course if a bear comes back and claims the numbers are no good I would then have to dig in myself. I know the assets have grown tremendously over the past year, And in fact I'm pretty sure they jumped substantially since the end of Q4 2023. Revenue from generation from those assets is most definitely going to average more than $11M per Q in Q1 and Q2. And will likely average more than $15M perQ beyond Q2. And No later than Q3, We start recognizing S&L revenue which has been a negative for the past few quarters. By Q2 call (Pending at least 1 rare cut with expectations of future cuts, and a stable market and macroeconomics) FCE share price should be over $5 (that's June)! Less than 4 months, over 300% jump from today's ridiculous valuation!
I can almost guarantee the shorts loaded up to beat plug power down because they have earnings coming on March 1st and they already know what to expect which should be baked in the share price already. That unfortunately dragged us with it. Shorts on FCE are gonna fry like butter in a 400° pan, by the 14th, but I'm thinking more like by the 7th. Unfortunately, we are temporarily subject to performance of Plug just like we were Bloom last week. No better time than March 1 at 4pm to come out with a major update and bankrupt the --------!
$.08 ask premarket for March 15 $1.50 options should easily make 200+%, upwards to a possible 500%. TICK TOCK!
Why you insist on trying to communicate with me is beyond understanding. I know who you are and you have a clearly negative position based on inaccurate information. I didn't say Toyota needed more Trigeneration. I said California does, 2 times now. If I have to explain something, like Trigeneration being more affordable, that's my point in case. You have not done your diligence or incapable of understanding it. 3, hence Tri, revenue streams/benefits if not selling any of the 3 products but using them. Tri is 3!!! Try communicating with someone that doesn't know you. You might be able to pull sheep over their eyes
I only read your first two sentences and didn't need to read anymore. My point is you said they are using only Nat Gas. You are wrong. 90% of the delays they had were of no fault of fuelcell energy. You should watch the video with Mark Yamauchi (Toyota) and Paul fukumoto (FCE). I posted it several times. Seems pretty clear you have not done your diligence.
Some of what you say is accurate to me but some of what you say is factually inaccurate. They are using biogas for the trigeneration, And that trigeneration has substantial value in California. If I need to explain it you won't understand it anyway. And I don't believe I said Toyota is looking for more trigeneration at the port or in California. There are plenty of other places that would benefit including other porch like Los Angeles. I do agree they are a power company in one way. And they do create hydrogen from Nat Gas, But that does not justify how they were approved under the biomat program for that project or for other projects for that matter. You clearly aren't familiar with the wastewater treatment plants or maybe you forgot about them!
Hopefully the earnings date will be announced next week, which means it will likely be the following week. That will make analysts wrong on one projection because two different analyst websites are projecting the 14th. I'll say the 7th.
Nice, 166 million, I'd say another try generation would fit in that budget easily.
Instead of giving justification I typically do I don't have the time so I'll keep it short and sweet, I respectfully disagree. And they're very familiar and keen on fuelcell energy.
Thanks to WeTheMarket, looks like California (FCE partner in crime) wants more Trigeneration!!
CEC Approves $1.9 Billion Plan to Expand Zero-Emission Transportation Infrastructure
February 14, 2024
https://www.energy.ca.gov/news/2024-02/cec-approves-19-billion-plan-expand-zero-emission-transportation-infrastructure
Looks like CA wants more Trigeneration
You are correct Randy. 1 to 2 years ago The discussion of hydrogen being a better option than electric vehicles for heavy duty vehicles but not automobiles became topic of discussion. And that seems consistent today, primarily due to three issues. 1) There's not enough scale, with scale cost would come down, 2) there are efficiency & reliability issues with stations. 3) Not cost competitive, refer to 1! If they were all FCE Trigeneration systems that eliminates 2+3, ultimately eliminating 1!. But FCE is the only 1 that can do Trigeneration, unless they license it, hm, not a bad idea!! Trigeneration has 3 revenue streams, making it green and affordable now without scale. Imagine if they did 2-3 a year.
Toyota sells more vehicles than any other automobile manufacturer in the world.
Fact!
https://finance.yahoo.com/news/15-most-profitable-car-companies-124926108.html
We have a partnership with potentially The most advanced in-demand technology in the world, at the very early stages.
https://www.google.com/url?rct=j&sa=t&url=https://www.topspeed.com/toyota-hydrogen-fuel-cell-technology-everything-to-know/&ct=ga&cd=CAEYACoTNjE5NDI0NDMzNDQ4NjEzMzI0MzIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw0HJQS5Gz_ZRDpJc1GtADdU
Earnings date will b announced by month end. Short interest is very high, with volume a fraction of the short positions. 50 day and 200 day moving averages are almost exact. Squeeze coming by earnings!
https://www.google.com/url?rct=j&sa=t&url=https://www.defenseworld.net/2024/02/18/short-interest-in-fuelcell-energy-inc-nasdaqfcel-increases-by-6-2.html&ct=ga&cd=CAEYASoTNjE5NDI0NDMzNDQ4NjEzMzI0MzIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw0g09CIZZpqYkpkV2Q7lkzu
Estimates are for $.08 loss on $25.9M revenue. I know for a fact Revenue will top $30.6M, and possibly top high end Estimate of $37M. No chance it's under
https://www.tipranks.com/stocks/fcel/forecast. Zack's says $.07 consensus, but don't see revenue est. They beat 2 Qs in a row. I say $35M and $.06 loss
$30.6M. TICK TOCK!!!
https://www.tipranks.com/stocks/fcel/forecast
Funny some people That post negative comments all the time about the company that are almost always factually inaccurate, would call people posting factual information pumpers. Anyone that believes they can affect the share price of a stock by simply stating something is completely delusional. My personal goal is to have dialogue with other investors and make sure everybody has access to all the information they can to make wise investment decisions.
https://www.linkedin.com/posts/activity-7165351265051340802-vISZ?utm_source=share&utm_medium=member_android
Current average prediction for Q1, scroll down to earnings and revenue! $.08 loss on $25.9M revenue!
https://www.tipranks.com/stocks/fcel/forecast
I know one thing for a fact, Revenue is going to far exceed $30M and the high-end estimate is $37M.
What I don't know but I'm taking my best guess is that revenue will come in around The high-end also which would be a $0.05 loss per share. If we beat on both ends I can't imagine how the stock doesn't go over $2 pronto.
Growing in popularity daily, more & more PR
https://www.google.com/url?rct=j&sa=t&url=https://www.energy.gov/eere/fuelcells/events/doe-hydrogen-program-2024-annual-merit-review-and-peer-evaluation-meeting&ct=ga&cd=CAEYASoUMTYwOTkwMjQ0ODk5Nzg1OTIzMTEyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw0IKzxDSh5DiZRPXg9nNi6I
Yes, expect major improvement in earnings due to several projects being completed so expenses go down significantly, Generation revenue to kick in, and just as importantly fees for extension requests are no longer. Toyota, Derby, Derby 2 & Groton! This will be huge in Q1 & Q2
I was starting to break it down and list highlights, but said nah, just let people read it.
https://d18rn0p25nwr6d.cloudfront.net/CIK-0000886128/41116d97-3765-47bd-bfa6-fe2659cc81c4.pdf
Bloom did exactly what I was afraid of and disappointed big time. Shockingly, FCEL resilience is very encouraging. The power to be clearly understands the share price is already undervalued. Otherwise there's no way we wouldn't be in the red just like plug and Ballard. Although we have all bounced off our lows, fuel cell is flat while Ballard was down fractionally and plug was down over 2%. I did not look at the 6-month chart on Bloom and Ballard but I did look at the 6-month chart for fuel cell and plug and they finally look very different. Plug is currently Just over 1/3 of were they were six months ago which was their 6-month high. Fuel cell on the other hand is almost right at where they were 6 months ago. Patience is a virtue, diligence will be rewarded. I highly recommend doing diligence and you can just based on the links on this message board. TICK TOCK!
That explains being down so much today. It'd be nice to see one month where we were up twice as much as everybody else.
I know Bloom and Ballard are slightly in the green which is a good thing, But it's awful tough for us to be in the green when the one stock we are most closely associated with is down 4%. That affiliation is going to end at some point hopefully sooner rather than later. And hopefully bloom has good earnings.
Very interesting! Volume on BE slightly higher than FCEL premarket and after 1 minute of open, and BLDP about equal volume at same times. That never happens and it's not because the other two have higher volume. FCEL just broke 100k after 1 minute in.
Back over $1.40, which was really a key level a few days ago. In fact 135ish was the breakout level. Speaking of 135ish, We seem to have had support in that range even with the market catastrophe yesterday. Plug is now taking action to right their finances, something FCEL did in 2019. Took about a year for fuel cell to trim fat & stabilize finances so they could focus on growing the company. Plug night not take a year, but they are definitely going to need Capital to support over 15 months of operations. Can't wait for Q1 call, but really hoping for market and sector stability until then. $1.84 would be nice, let's say around 3/4/24, the week of or week before earnings. Hoping and guessing earnings will be around 3/6/24. Q2 will have a bump in generation $$, and should have a big jump in backlog if not in Q1, Bump new highs in March, & hopefully June! $3, then $5!
Bringing It All Back Home: The U.S. Department of Energy is All-in and Future-Forward for Clean and Resilient Microgrid Expansion"
Gene Rodrigues
Assistant Secretary
Office of Electricity
U.S. Department of Energy
Katrina Pielli
Director of the Office of Engagement
U.S. Department of Energy of Clean Energy Demonstrations
In this high-level one-on-one between two national leaders for clean energy deployment, Assistant Secretary Pielli and Rodrigues will discuss their extensive experience in the dynamic microgrid sector, focusing on the federal government's support for research, funding, and development nationwide. They will emphasize opportunities for policymakers, developers, utilities, and customers, highlighting the role of sustainable on-site power in enhancing reliability.
Bringing It All Back Home: The U.S. Department of Energy is All-in and Future-Forward for Clean and Resilient Microgrid Expansion"
Gene Rodrigues
Assistant Secretary
Office of Electricity
U.S. Department of Energy
Katrina Pielli
Director of the Office of Engagement
U.S. Department of Energy of Clean Energy Demonstrations
In this high-level one-on-one between two national leaders for clean energy deployment, Assistant Secretary Pielli and Rodrigues will discuss their extensive experience in the dynamic microgrid sector, focusing on the federal government's support for research, funding, and development nationwide. They will emphasize opportunities for policymakers, developers, utilities, and customers, highlighting the role of sustainable on-site power in enhancing reliability.
All we need is a steady market!! 2+M shares by 9.50 is good, +3% is better than 10% because we can easily run a few weeks averaging 3% a day. Plug cutting spending including plenty of layoffs for Valentine's day.
Vanguard now owns over 42.5M shares, and this is part of why
🆕 #FECM announces $100M to test and demonstrate carbon dioxide removal technologies that reduce CO2 pollution to help achieve the Biden-Harris Administration’s goal of net-zero emissions by 2050. #CarbonNegativeShot ➡️ https://t.co/75ktPJDQCD pic.twitter.com/TKsFBnECVu
— DOE Fossil Energy and Carbon Management (@FECMgov) February 12, 2024
Deserving of it's own post, highly advise watching 6 minute video. FCE pilot was awarded more $ in April 23 after successful demonstration first granted in 22! But this is new to me and validated my extremely bullish position.
https://terc.ac.uk/
Most disappointing about today!!!
1) The market is taking a beating based on CPI and projections of impact on fed rate cuts
2) Bears and traders are going to think they were right because FCEL is down.
Most exciting!!!
1) Investors have another opportunity to load under $1.50
2) Looks like it really wants back over $1.50 ASAP!
Fact based Perspective!
Support level past 5 days was $1.21, today $1.37.
We are about 40% higher than 3 months low.
We are more than 25% over 1 month low.
There's approximately 200M shares available for the kids to play with, +/- 10M. The rest are long. Let them play as long as support continues higher
I will gladly take a close at the high of the day on 2 million shares in the last 5 minutes to bump over the average daily volume.