FuelCell Energy Inc (FCEL)

[JohnnyHydrogen]

This is a very important issue imho.

If Rotterdam is all bout one 2.8 MW module a few years from now, then it is basically a nothing burger which means nothing, and is probably a delay deal so that the insiders can drive down the price for 500 million new shares to under $1.

On the other hand, if this is a real demonstration project of 90% CCS 'at scale' - which means a 500 MW power plant or more - which truly addresses all of the YES/NO decisions being arugued about all around the world, then this will be much more than one 2.8 MW unit, imo, from all I have read.

Not sure what the real deal is, or what type of games are being played. If there is not absolute clarity by the end of 2024, as far as the scope of this project, then it will probably be a disappointment. There is tremendous potential - but it may all be 'set-up'. Only time will tell.