FuelCell Energy Inc (FCEL)

[Hoghead7]

Yes I'm certain that was factored into his numbers and yes we are the only ones that can do trigeneration on the planet at this point. There's boatloads of water treatment plants out there We already have several installations and one new contract for such. That alone is a huge opportunity. We were not in the electrolyzer or SOFC market before that announcement. That brings a whole new ball game for us to start immediately getting contracts. Much easier to sell sub megawatt or one megawatt Then it is to sell multi-megawatt scale projects, without as much red tape also. We already have three contracts for the electrolyzers. And I expect that to increase yearly moving forward. Hence The increasing capex ramping up production in Canada from 4 megawatts to 40 megawatts, with the expressed possibility to increase to 80 megawatts. I'd like to hear their status on the 400 megawatt manufacturing facility they were previously planning in the United States. That may be the reason they actually needed cash recently. The original estimate was that they were going to need $250 million. They revised that either at the Q4 conference or Q1 conference stating they now only need $100 million. It's a huge savings, And they may have needed the cash to get the ball rolling on that.