News Focus
News Focus
icon url

uksausage

03/11/25 5:01 PM

#63082 RE: Hoghead7 #63079

how on earth do you get any numbers for FCEL in the next year that even approach one quarter of Blooms revenues.

there are 36 modules for Korea and then only 10 more for the whole of 2025, 2026 and 2027

at $300k per module that isn't much revenue from "Service" (lets round up to $15m over 3 years!)

generation isnt going. to have any major new plant come online AFAIK they are all now up and running at $11m per quarter

The CCU and Anything from his consortium that can find flat land in West Virginia or data centers that haven't already signed deals for on site electricity generation are unlikely to deliver any revenue until 2027 or beyond. Exxon roll out if achieved will start orders in 2027 may be

Bloom is running at $300m / qtr at least
icon url

uksausage

03/11/25 5:01 PM

#63083 RE: Hoghead7 #63079

how on earth do you get any numbers for FCEL in the next year that even approach one quarter of Blooms revenues.

there are 36 modules for Korea and then only 10 more for the whole of 2025, 2026 and 2027

at $300k per module that isn't much revenue from "Service" (lets round up to $15m over 3 years!)

generation isnt going. to have any major new plant come online AFAIK they are all now up and running at $11m per quarter

The CCU and Anything from his consortium that can find flat land in West Virginia or data centers that haven't already signed deals for on site electricity generation are unlikely to deliver any revenue until 2027 or beyond. Exxon roll out if achieved will start orders in 2027 may be

Bloom is running at $300m / qtr at least