Frank from FuelCell Energy clarified, our fuel cells when run on hydrogen do we meant about 30% of the carbon which is generally emitted through a natural gas plant. Natural gas keep in mind runs much cleaner than any other form of fossil fuel. So 30% is a 70% reduction over the cleanest fossil fuel technology ever available. I'd say that's a major improvement. Yes solar is fighting to get everything they can. There's been a lot of questionable news coming out about solar and the long-term Outlook not being as bright as some would think. How long are they going to last how are they going to be disposed of and who's going to dispose of them. Fuel cells are over 90% recyclable. And take up much less land, approximately 1/35, and are 24/7 reliable and can run on a variety of different fuels. I have no doubt the powers to be are currently learning about the benefits of not only fuel cells but fuel cell energies Advanced technologies. As I've stated numerous times 2021 and 22 are going to be a huge year for this company. Absolute worst case scenario in my opinion is some sort of a new 52-week high no later than November but I think much sooner. Best case scenario is over $100 but how far over 100 is yet to be determined. Perspective is everything this stock went to almost $30 on just the hype of green energy and the new Administration with a couple of other fuel cell companies having some perceived good news. Those companies are still years out to profit and I am a firm believer FCEL will reach profitability in 2022. One of the most important things from that audio to me was when the mayor stressed they will be getting $200,000 in tax revenue from the other Derby project in 2022. Which means they expect to have it online for the entire year. That's 14.8MW or approximately $15 million a year. We are going to be adding about $8.8M (8.8MW) no later than early July, but I believe before the end of June through San Bernardino and Yaphank if you seen my recent posts. I believe both of them were copied from other people's posts. San Bernardino was undergoing commissioning I believe 20th of May but it was definitely more than a couple weeks ago. Groton is finally going COD, and will do so very soon. I do believe there's actually a chance they will both be online by the conference call next week. But I'm pretty confident they will both be online by the end of this month that's why I said early July at the latest. Yaphank is well under construction and I believe is on schedule for September. Add $7.4M (7.4MW) more. Toyota has maintained expected COD in December for a long time and Toyota is the most powerful automobile manufacturer in the world. With their support and motivation to get this project online I believe it will be done by December. However I'm not 100% clear if that's going to be a power purchase agreement or a sale. A sale will give us profitability for the quarter but I will use a power purchase agreement for my figures. $2.5M estimate for yearly revenue. Then the big one, currently slated for February, $15M (14.8MW) Derby. That adds 32.6 current, + 8.8 + 7.4 + 2.3 + 14.8 (MW) for a total of 65.9MW Generation or about $66M a year in Revenue. NOT COUNTING any sales or other projects added to generation portfolio, 2022 may not be profitable, but at least a couple quarters will be. We should average at least $8M per Q or $32M a year from Advanced tech and license and service grows with the business, so $10M++ by 2022 or at least $40M. Issues will be resolved at some point in SK, and we get an influx of revenue at that point. KOSPO $$ is being held in escrow currently. My projection for 2022 is $120-$130M and $130M+ in 2023. That's without sales, or increased generation!!!! Both 22+23 could be higher with sales. SK would result in sales, Europe might also. Margins are lower but obviously much quicker revenue. Generation portfolio is the way to go. And once we get Groton, SB, Yaphank, Toyota and Derby (all within 9 months) we will be at or darn close to cash flow positive. I am very confident about sales in Europe, Asia and now Canada, so I do believe profitable for the 2022 year is possible. We have accumulated enough info for anyone to do extreme diligence and make informed decisions. Anyone not understanding where we go over the next couple months and 1year, isn't reading or lacks basic 5th grade reading comprehension skills and shouldn't be investing $ or posting on the internet.
