FuelCell Energy Inc (FCEL)

[Hoghead7]

Big picture:
1) anybody long has to be content given the past 5 days of overall activity.
2) those doing whatever else Lakeshore learning or that need their money in the next month or two might be a little anxious.
3) I see no reason to worry about delays in Groton. the last update the company gave stated they were continuing construction on the current projects under construction. at that point they should have already had everything they needed to complete the project so we shouldn't have to worry about any shortage of supplies.
4) generation portfolio has grown, that is where our consistent and majority of income or revenue comes from. I don't see how we lose much if any revenue as a result of the virus in the second quarter.
5) that said Q2 (ending 4/30) should still come in around $28 million. Release and CC week of 6/8?
6) Groton should be COD by CC.
7) completion of Groton will insure Q3 beats Q1!
8) very importantly for everyone, this virus should be contained by Q2 CC also.
9) construction should be underway on a couple more projects by then.