Replies to post #49427 on FuelCell Energy Inc (FCEL)

[Hoghead7]

Well first off I think the best thing to do is hear it from the horse's mouth and replay the conference call because I may not word it accurately. Seems to me as though it's a part or a unit with multiple parts that is not only specific just to the company but specific just to that project. Seems as though the part may not be sufficient because they are talking about upgrading it and that's why it could take up to a year. My guess is they're not building the part but they need to have a manufacturer build them something similar. They clarified not only in writing but verbally I believe twice this is specific just to that project.

[dtgsanjose]

Lots of good questions. Not sure where to get the answers. I have had good hopes for this company, but they seem to have incredible problems with completing projects on time and on budget. The last company I was invested in with that problem did not turn out well, but I am holding out and hoping. Sure wish we could know more!

[Hoghead7]

https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2018126045

[Maximilliano]

The Groton MEO issue is a technical issue that is unique to Groton.

This particular technology is not present at the other FCE plants, thus the issue doesn't exist anywhere else... according to Jason Few.

The nameplate for this Groton plant is 7.4MW of power. FCE is proposing going operational by September 30th with 6MW of reduced power and are confident their engineers can bring operations up to 7.4MW with upgrades over the next year.*

*Hmmm. So it is likely when FCE announced earlier 1 of the 2 Groton systems was operational it may have had out-put of 3.7MW and upon the 2nd system coming online and the introduction of the MEO component is when the power issues started. The MEO is a high temperature component.
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Groton is a SOFC system and the FCE patent below for MEO refers to MCFC.

"0009] A mixer/eductor/oxidizer (MEO) system has been introduced into molten carbonate fuel cells to address both the gas mixing and the pressure differential problems."

"0011] In particular, reduction in the fuel utilization negatively affects the overall system efficiency (power produced/fuel consumed)

https://patents.google.com/patent/US20140093798A1/en
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Note: Yaphank 7.4MW plant became operational without any problems and now we know why Groton has been experiencing delays.