Replies to post #58968 on FuelCell Energy Inc (FCEL)

[King James 1]

Wholeheartedly agree. And most FCEL projects with at least 15 years more life, more with more efficient module replacements.
There is no doubt we are being buffeted by market forces but there is a fundamental value lost in "professional analysts" predictions. Across the sectors there seems to be the the attitude that "such and such a company missed analysts predictions " but I have never seen an article that states "analysts really misjudged the value of the stock" when there is a sudden unexpected gain.

[Go Hawks13]

unbelievable! Just look at their earnings fool. Actually just look at the continual loses!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

[Maximilliano]

HH7 I agree on the valuation of FCEL being low, all things considered, however IMHO FCEL seems stuck in a pattern where representations are made and then not realized. This perception seems shared in the marketplace and is reflected in the share price.

What is the Director of Sales doing? Why can't the Sales Department get a new project? FCEL did projects that are reflected in the now-established generation revenue without all this current policy support. Many new MOU's. Where are the follow-up contracts? Few appears foolish when he continues to proclaim the "powerhouse" yet we haven't heard of any new projects to "execute" that will bring meaningful revenue... for a long time.

Without wanting to seem negative and focusing on SK, Few said in August 2023 we should hear something soon from SK. We haven't. Where is the follow-on MW contract with KOSPO that was suggested? They went with Bloom in December 2023. Two days ago another large project was announced that encompasses everything FCEL is about. They weren't included.

As King James 1 noted in a post today Item 4. Executive Compensation failed. Unfortunately, wouldn't you agree this demonstrates what I suggested above?

Please don't misunderstand me, I am not asking you to answer for the company. I appreciate all you bring to the board.

https://esgnews.com/bloom-energy-and-sk-ecoplant-to-power-south-koreas-green-hydrogen-initiative-with-kospo/

https://www.offshore-energy.biz/deal-signed-for-new-hydrogen-industry-cluster-in-south-korea/