Bloom Energy Corp (BE)

[uksausage]

A good earnings report from currently the number 1 US fuel cell company

Transcript of the call:
https://seekingalpha.com/article/4486166-bloom-energy-corporation-be-ceo-k-r-sridhar-on-q4-2021-results-earnings-call-transcript

it is puzzling that they are only now increasing capacity to meet their demand which with the SK deal is huge.

predicting a flat first half while they tool the new factory may be a drag on any reaction to solid numbers

SOme interesting comments on the carbon capture possibilities and the reason UK store shelves are empty because there is no CO2! I hadn't realized that.