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Re: Hoghead7 post# 59393

Wednesday, 05/01/2024 10:55:12 AM

Wednesday, May 01, 2024 10:55:12 AM

Post# of 59921
I would have to review Few's numbers because I have difficulty separating numbers from CCS and from Solid Oxide (MOU from Malaysia ? etc)
Cash flow and dilution/share price control is a delicate dance. Factor in the fed decisions and tax abatement and It's challenge to see the outcome. I can see floating the share price between 1-2 until some of the bigger variables shake out this summer and see who is still in and who bails out by Q3. We are only one with Tri-gen right? We have solvency and can control cash flow while we build out CCS and H2 production.

The following pulled from FCEL seems to imply we were ready to go with solid oxide if we were "accepting orders" a year and a few months ago. Was that factored in to
future revenue?

DANBURY, Conn., Dec. 06, 2022 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (Nasdaq: FCEL) today announced it is accepting orders for its solid oxide electrolyzer and solid oxide fuel cell platform. The platform will give more organizations the option to implement a flexible energy strategy in order to..

* Start their energy transition today knowing they can shift to 100% zero-carbon hydrogen in the future.
* Produce clean hydrogen for use or storage from zero-carbon renewable or nuclear power, managing the peaks and valleys of renewables and providing flexibility to nuclear energy production.
* Create energy from any combination of available sources — from renewables, hydrogen, biogas, or natural gas.
* Provide continuous power and reduce grid dependence, co-locating generation and use wherever possible.
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