Replies to post #44988 on FuelCell Energy Inc (FCEL)

[Go Hawks13]

Well then I guess that's why there is a .03 cent difference in estimates. Wow great job you figured it out.

[uksausage]

I think you are probably right started to look at it earlier (others reporting before FCEL) have significantly higher revenues :-)

More interested in the production numbers - how many SureSource 3000 can they ship per quarter. They supposedly ramped up to prove capability last year but didnt have the orders to actually make them all. They now have the orders.

all the Clean energy technology companies have to scale up manufacturing significantly. NEL has 20+ GW of backlog/pipeline for example. Bloom has the $4bn to supply to South Korea..


for all of them I am looking at ability to scale up and reduce cost of sale per unit to provide cash flow by 2023/2024.
FCEL has the generation revenues to compensate but still should ensure gross margin on all produce in 2 years including the CCUS solution when commercialized

added to my position last week BTW