Everyone has a right to an opinion but I believe you're dead wrong. While I do agree about Groton, I also believe that will happen and long before end of March, so LESS than 7 weeks out. Last delay was nothing to do with FCE, just as two other delays did not. I believe there were total of five delays 2 of which were related to FCE or the product. Analysts, at least a couple of them, that are aware of the increase in revenue from Posco, are expecting a very broad range of Revenue in Q1, ended January 31st. From $27 to $48 million. Seems to me one Analyst at 48 million is also including the $11.5M Revenue that was being withheld in South Korea while litigation was going on with Posco. Per settlement, supposed to be paid within the next week after settlement signed, Q1! Anyone under $30 million is clearly not counting that. $10+M (Q1) also due from 1st order from Posco, payment due before end of January. Likely related to extension request for Derby. They need those cells for delivery to SK. Posco was also encouraged & allowed to order more replacement cells, I believe up to 20MW, which I'm confident results in more sales, possibly not in 22, but by 23 (which is $65M more through 23. Analysts with $5-$6 SP targets are in your line of thought with no short term stimulus, meaning nothing in the next couple of months. I think earnings of $38+M is a pretty good stimulus, $500+B climate bill would be even better & is expected by most politicians, even though BBB is dead. Climate intervention can't be put off for another 6 months. We got Italy out of nowhere, just as we have at least 1 new project a year in a very slow growth environment where Fuel cells have been the Bas.... Child and were lacking incentives. Expect a surprise no later than end of spring, awesome Q1, Groton (finally) & I find it hard to believe they're having an investors meeting without having plenty of positive stuff to talk about. Like explaining the use of the fuel cells intended for Derby to bring in more immediate cash for South Korea. An update on carbon capture with Exxon Mobil and any progress being made with SOFC, Canada and Europe. I wholly expect they will have a discussion about continuing to ramp up production and expecting more sales in South Korea. We should be having a very prosperous spring.
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