Mostly I am referring to build out of an at scale carbon capture and an at scale nuclear-hydrogen hybrid. The inventory won't cover either of those and likely those will both show up at approximately the same time.
Max, I've wondered how this portion of the Bridgeport Financing deal relates to inventory / billing dollars ie. intercompany sales ?
See Item 1.01 bottom of 3rd paragraph of 8K link below. "certain newly manufactured fuel cell modules located at 3 Great Pasture Road, Danbury, CT that are intended to be used to replace the Bridgeport Fuel Cell Project’s fuel cell modules as part of routine operation and maintenance"
We all knew that the BP stacks were due for replacement at the time of acquisition. Probably why FCEL picked up this 70m$ asset for 35m. I’m sure they can replace the stacks themselves a whole lot cheaper than what they would have charged Dominion. Meanwhile, generation revenue is being booked.
Trading4it, I suspect these stacks will be shown as cost of generation vs generation revenue.
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