Replies to post #44734 on FuelCell Energy Inc (FCEL)

[JohnnyHydrogen]

Agreed Stocks - but I think FCEL can focus on both domestic and international at the same time. They can't control the policy decisions or timing of any country but they seem to be positioned pretty well to move wherever/whenever a country moves forward with hydrogen. Both with their own efforts in Germany, Italy, South Korea and others (?) and also especially due to Exxon operations which are literally worldwide.

[Hoghead7]

Not focusing on the US at all, that's just a piece of the puzzle. Asia, Europe & Canada very much in process. In fact, IMO, we get PR awards in all 3 no later than summer. 2022 is already the biggest year we've had in 5+ years with Posco orders. 22+23 combined will be, by far, the best 2 years in the history of the company. And I believe will get better each year moving forward for several years. Should be 100MW run rate by 2023, that's 55MW increase. 17 entering 21, 45 entering 22, 100 entering 23 and preparing to run to 200, possibly in 24.