Replies to post #40248 on FuelCell Energy Inc (FCEL)

[JohnnyHydrogen]

I wonder why you are so confident in your opinion.

You say, "this will never make money".

Regarding the CC business, Exxon and others have talked to the very highest power-makers in the world. They agree with you that at $50/ton of capture CO2, that "this will never make money". They say that $85/ton is necessary for their projects to be profitable. So Exxon says that their projects will make money if the 45Q tax credit is changed from $50 to $85, yet you say that FCEL "will never make money".

Do you really believe that after years of lobbying and a once-in-a-generation $3.5 trillion spending bill, that Exxon is going to spend all of its lobbying and political capital to get $85 (or somewhere near it) and still be left with unviable, money-losing CCS projects ???????

To my mind, that does not make sense. On the contrary, I believe that if Exxon believes they have $100-billion projects ready to go which they say will be profitable, then FCEL will be quite profitable indeed.