FuelCell Energy Inc (FCEL)

[lightrock]

Let's do some more math from a different perspective

30 maybe 40 years ago you spent say $4B to build a nuclear power station.

Today, this power station is no longer price performance competitive because you cannot run it at peak efficiency, because from time to time you have to adjust the thing because power comes in from wind and solar.

Fortunately for you, your amortized cost the thing has paid for itself.

Now, what if you could add another 30-40 years to its useful and price competitive life ?

Meanwhile stick a feather in your cap because you can provide hydrogen in quantities and at a price point that is similar to or less than petroleum.

This in turn means that you look good to congress and they will love you and approve your new Gen3/Gen4 projects to replace your old fleet.

Simply go count how many nuclear power stations there are in the USA
Simply notice China is building 90 new ones right now as we speak
Pay some mind to how old all ours are

Notice the NREL, Exelon, DOE project with FCEL to explore this very thing.

Notice budget items for expensive lobbying.

FCEL is not a hey let's power your office building company - looking ahead.