"He specifically avoids future opportunities and their outcomes"
future opportunities may not happen...as has already been discovered...or they will not become what was anticipated...
and the outcomes may be good or bad...in any case they are unknown....not a whole lot of point putting much emphasis on things that may not happen....look at Exxon...Exxon was supposed to have showered fcel with hundreds of millions of dollars years ago...didnt happen...now what do we hear about Exxon?...crickets...the gov welfare money?...not a dime has been seen...it was all the rage for a while...what do we hear now?...crickets...
best to look at the facts...trying to count the money that you COULD recieve in some pollyanna version of the future is a fools errand...
"Gotta spend to make more."
gotta spend it wisely...
"RnD should not be considered ‘losses’ as it pertains to enhancing existing manufacturing capabilities (think scale up) and future product development."
R/D IS about future product development...it is NOT about manufacturing capabilities...in the case of fcel, they are alllowing Exxon to pay much of the cost of R/D but in return, Exxon is getting all that R/D...wonder why Exxon hasnt signed a contract with fcel?...they dont need to...they have no need to buy the cow when they get the milk for free...
"If you’re near term, people are totally welcome to stay out."
a subtle acknowledgement that the ongoing and future dilution is detrimental to existing and potential investors?...
"But this does not paint a picture of bankruptcy or whoa is me attitude that the bears constantly and one sidedly describe."
no one has mentioned BK except for now...BK is out of the question...as long as shareholders are willing to be diluted to smitherines, there will be no need of BK...
"It’s in the growth phase period."
supposedly been there for years...and will be for many years...when will REAL growth actually be SEEN?...
" And the sector as a whole has shown many if not all boats along the same tide."
but thats not how it was supposed to have been, right?...this sector was supposed to have reaped the benefits of being on the cutting edge of alternative energy?...so what happened?...
Exxon happened...for a few pieces of silver, they got what fcel has and now THEY are the cutting edge of alternative energy...and fcel will be scurrying around trying to get Exxon's crumbs...or Exxon will buy them for 5 bucks..or 4...depending...
"RnD and investing in employees in this market is a sign of strength. While others may be laying off, this company is hiring for the current and future activities that are coming."
yes...they have been hiring for quite some time...and are still hiring...and i still dont know what they are all doing besides getting paid plenty with benefits...hiring hundreds of employees BEFORE you have any real need for them may seem like a real smart idea...in some other alternative reality...but in the one we are in, its costing an awful lot of money...
but then, its just dilution money...the company isnt borrowing it or going into debt with anyone...so its ok with them...and apparently shareholders are perfectly happy to have their shares diluted...for some uncertain and unclear possibilities in what can only be described as an uncertain future...given what is going on now with the economy...but hey, its all good...i dont own shares, so im certainly fine with it...
"Can’t deny it imo."
nope...they sure are spending an awful lot of money on an uncertain future...
"this company is hiring for the current and future activities that are coming."
are they?...are they coming?...and if they are, are they coming for fcel?..
its a nice thought...but.......................
