FuelCell Energy Inc (FCEL) 옵션

Two 5star analysts ( JP Morgan and Wells Fargo) on 3/11 and 3/14 issued SELL RATINGS on FCEL.
Reason- Shortfall on Revenuesvs expectations and questionable growth Outlook.
Stock continues to slide to support at $5. If it doesn't hold above, there nothing to prevent a drop to $4-or lower.

Where's those Institutions now?

At least 4 contracts worth approximately $400M since December 2023! $400M with about 1/2 of that recognized within the next 6 quarters! That's just from those new contracts, not including Generation revenue or other S&L revenue, worth at least another$100M. I expect over $300M revenue in the next 6 quarters.
3/10/25 2 key facts regarding this development!
1) Rapid deployment, less than 2 years! 3 companies combined cover all necessities to make it happen, including financial!
https://investor.fce.com/press-releases/press-release-details/2025/Diversified-Energy-FuelCell-Energy-and-TESIAC-Collaborate-to-Form-an-Acquisition-and-Development-Company-to-Leverage-Coal-Mine-Methane-and-Natural-Gas-for-Off-GridData-Center-Power-Projects/default.aspx

3/6/25 previous MOU develops into JDA with $ award in place
https://investor.fce.com/press-releases/press-release-details/2025/FuelCell-Energy-and-Malaysia-Marine-and-Heavy-Engineering-Sdn-Bhd-Collaborate-under-a-Joint-Development-Agreement-for-Detailed-Feasibility-Study-Award-for-Low-Carbon-Fuel-Production-Facility-in-Malaysia/default.aspx

2/6/25 INL testing underway
https://investor.fce.com/press-releases/press-release-details/2025/Idaho-National-Laboratory-Testing-of-FuelCell-Energys-Electrolyzer-to-Show-Further-Commercialization-Opportunity-for-Nuclear-Power-Plants/default.aspx
1/22/25
CONTRACT $160M in home state of CT
https://investor.fce.com/press-releases/press-release-details/2025/FuelCell-Energy-Announces-160-Million-Contract-to-Support-Hartford-Area-Grid/default.aspx

CIP in place for all aspects of business, particularly finances
https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-Secures-Project-Financing-from-Export-Import-Bank-for-Fuel-Cell-Projects-with-Gyeonggi-Green-Energy/default.aspx

10/22/24 MOU with KNHP, SK is moving swiftly and is cash flow
https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-and-KHNP-to-Pursue-Clean-Hydrogen-Production-Projects-in-Korea/default.aspx
8/22/24 Canadian project funding 2 projects
https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-Announces-Major-Clean-Fuel-Fund-Support-for-eFuel-Projects-in-Canada/default.aspx
7/11/24 Big SK event after some recent developments and prior to others we are now aware of with more to follow this year!
https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-Marks-a-Significant-Milestone-in-Korean-Market-Expansion/default.aspx
5/28/24 $160M contract in SK
https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-and-Gyeonggi-Green-Energy-Announce-Agreement-for-Purchase-of-Fuel-Cell-Modules-and-Service-Agreement-for-Worlds-Largest-Fuel-Cell-Power-Platform/default.aspx
5/2/24 Toyota launch
https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-and-Toyota-Motor-North-America-Celebrate-Launch-of-Worlds-First-Tri-gen-Production-System-at-the-Port-of-Long-Beach/default.aspx
Again, Continuous improvement process addressing financial
https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-Announces-Debt-Financing-for-Derby-Power-Projects/default.aspx4/8/24 REALLY NEED TO READ CLOSELY, Exxonmobil JDA now through 12/31/26worth more than $10M a year, but more importantly $100s of billions likely within the next 5 years beyond
https://investor.fce.com/press-releases/press-release-details/2024/Recently-Updated-and-Extended-Joint-Development-Agreement-between-ExxonMobil-Technology-and-Engineering-Company-and-FuelCell-Energy-Aimed-at-Accelerating-Access-to-Carbonate-Fuel-Cell-Technology-for-Carbon-Capture/default.aspx
2 front December 2023 because 1 is the first commercial project with Exxonmobil running ahead of schedule, 2nd is continuous management of lean finances once again
https://investor.fce.com/press-releases/press-release-details/2023/ExxonMobil-to-Build-CCS-Pilot-Plant-with-FuelCell-EnergyUsing-Carbonate-Fuel-Cell-Technology/default.aspx

https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-Closes-Tax-Equity-Financings-with-Group-1001-and-Franklin-Park-forTri-gen-Project-and-Derby-Connecticut-Fuel-Cell-Park/default.aspx

Must read
Check out @camfield7 message on Stocktwits http://stocktwits.com/camfield7/message/608920857

Like I said he is either a delusional person or he gets paid for posting. Take your pick .

“without Few we would be non existent.”

Oh yea right…because who else could have taken fcel from $29 per share to 17 cents per share?…all while pocketing millions of dollars…

It’s not real hard to drop the pps down 99%….I think there are tens of millions of people who can do that…

SMGDH

Read carefully, without Few we would be non existent.
https://investor.fce.com/Corporate-Governance/Management/default.aspx

toyota is shifting its focus away from fcev because of "infrastructure challenges"?....lol

so first, toyota came up with the brilliant idea to make and sell fcev's even though there was no place to refuel...realizing that was a problem, they decided to offer $12k worth of free fuel...but then they found that didnt work because there was STILL NO PLACE to refuel!...

so apparently they finally came to the conclusion that making and trying to sell fuel cell electric vehicles when there is no where for them to refuel is a rather stupid idea...

whew!...how many years did that take!...

so now we should be on the edge of our seat trying to hear what they have planned next for fcev's?....

wonderful...

https://www.coachesdatabase.com/toyota-rethinking-its-hydrogen-dream/

Eventually with no money from the government or tax credits hydrogen will be doomed all of the carbon capture projects will be cancelled as well and then you can expect more reverse splits to survive . It will not be a sudden death but just look at the last 4 years FCE stock has gone from $30 to $.17 pre -split or $900 to $5.00 post split however you put it it’s a 99% loss in the past 4 years. Trump is the President but he is first a businessman and no one is going to convince him to keep the hydrogen subsidy.IMO

i frankly never understood how anyone thought hydrogen was the way to go...especially green hydrogen...spending a $1000 dollars to make hydrogen that you can sell for 30 bucks isnt a great plan...oh sure you can beg the gov to kick in subsidies, tax breaks and all sorts of wefare money, and hope you can grow the product and bring down the price, but its always going to be a loser...especially when after the gov spends hundreds of millions to support your losing business plan, they will then be expected to come up with trillions of dollars to get the infrastructure built...

who thought this was a really good idea??..

i always said fcel needed to just do what they knew how to do...fcell cells...and forget all the fancy crap...but on the other hand, that doesnt seem to be working for them either...at least not anymore....they made an embarrassing mess of the toyota facility and the Groton facility was even worse...spending money like drunken sailors and laying off hundreds of workers and having to r/s their stock and then watch it drop like a rock thereafter...im not surprised many companies are hesitant to work with them...after all, they are not the only fuel cell company around...theres plenty to choose from...

Once again he stock is O/S and another bounce is possible. It can be more O/S before it occurs but if it comes below $5 on closing basis, it still a bounce only. Until trend reverse, investors much treat it as such.
Unless there's some unanticipated bad new the market is suspecting, $5 should give traders a reason to lightly dip i.

but FCEL isnt really a hydrogen company only the Toyota system produces hydrogen none of their energy customers use it - their FCells are all nat gas or methane

They dream of being one though with the SOFC/electrolyser that. no one has seen - only artists impressions and may be inside a lab

I believe that soon the stock will be in the low $4’s but how this gets there 5% to 3% loss the next 10 days or a quick fall to $4 ? Take your bets here since they still have a strong sell I believe.

Maybe he is rewriting his contract ? When taking into account Yahoo and Stocktwits board you wonder how many aliases he might have that is a full time job posting BS just to make a living and not knowing the consequences.

Where's Hogwash. Did he move to another board where the water is more friendly. Or was he terminated by his pumper employer for lack of effectiveness.

This is the 7th consecutive down day for the stock. It is now 85.5% lower than its April '24 high of 35.7following the consistent poor fuundamentals, techicals and professional Analyst research.
Ignoring these have proven costly. Following that which contradicted them was extremely costly.

$5.00 is the line in the sand. Falling below it on a closing basis, a vacun exists which could take the stock to unprecedented lows.

That is actually fundamental analysis…

Here is a good read I found on Hydrogen:

Challenges:
High Production Costs:
Producing hydrogen, especially "green" hydrogen from renewable sources, remains expensive compared to traditional fossil fuels.
Infrastructure Gaps:
A lack of infrastructure for hydrogen production, storage, and distribution is a major obstacle.
Energy Efficiency:
The process of producing, storing, and transporting hydrogen can be energy-intensive, potentially leading to a net loss of energy.
Storage and Transportation:
Hydrogen is a challenging fuel to store and transport due to its low energy density and the need for specialized, often cryogenic, infrastructure.
Safety Concerns:
Hydrogen is a highly flammable gas, raising safety concerns related to storage, transportation, and potential leaks.
Water Consumption:
Producing hydrogen, particularly through electrolysis, can require significant amounts of water, a concern in water-scarce regions.
Hydrogen is an energy carrier, not a source:
Hydrogen itself doesn't generate energy, it simply carries energy that must be produced from another source, according to the Mackinac Center.

Oops another new 52 week low $5.02 ….. $4’s are almost here ! And NO insiders buying . I wonder why ?

Technical Analysis:
Some technical analysis suggests a "strong sell" for FCEL, with a prevailing sell trend.

Financial Performance and Key Metrics:
Revenue:
FCEL's Q4 2024 revenue rose 13.8% year-on-year to $19 million, but fell short of market expectations.
Earnings:
FCEL reported a GAAP loss of $1.42 per share in Q4 2024, which was 7.1% above analysts' consensus estimates.
Backlog:
FuelCell Energy's backlog came in at $1.16 billion in the latest quarter, with year-on-year declines over the last two years.

I got this information from Google !

There is absolutely no catalyst to move this stock
Forward. No sales and the same partners can’t get them more than 19 million a qtr in revenue . How long before another reverse split two years ? I can see the market cap heading under 100 million . $4’s are coming soon . IMO

Fuel Cell energy will survive with reverse splits and offerings and it seems the only way for now. It will be a long time before this sees a market cap of half a billion. Which is the old $1.00 mark . The tech is getting old compared to Bloom energy.

Maybe Ukraine will use these at nuclear power stations

FCE at INL today
https://www.linkedin.com/posts/activity-7308633801423802368-2guB?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

There will be companies that may do some business in the hydrogen sector, but it won’t be companies worth 17 Pennies per share…

Generally speaking, the hydrogen sector is one big turd…and all these articles and links to conventions and speaking engagements are just an attempt to shine the turd…

At some point, ccus will be seen for the stupidity that it is…so will hydrogen…

The pps will bounce around a bit but the trend will be down…

Where do you all think the PPS is headed in the next 30 days ?

hydrogen fuel cell vehicles is heating up. https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175951325 $FCEL

The day HOGGIE comes out from under his desk is the day the stock is up $.03. We'll then be subject to the usual barrage of links trying desperately to convince his remaining followers to hold on as better days are just around the corner.
Seen it to many times not to recognize his escape hatch when it rains on his parade. The desk provides shelter from the storm.

A few other bag holders have been googling for articles with the word “hydrogen” in them and are posting them here, all day long…they’ve left nothing for the hedgehog to do…except to make ridiculous claims about the imminent and stupendous rise in the pps of course…but he’s been doing that for years to no avail…so I guess he decided to take a few days off realizing he won’t be missed…

Where are those brilliant institutions that HOGWASH was counting on to do the right thing. Ever time they added the stock went lower.
Could it be they've had enough pain and some are baling out.?
I've always said, institutions are a poor indicator to go by.
BTW- Where is HOGWASH? It's been 2 days now and not a link.

All of those CC projects by other companies as I read in Stocktwits there is at least 20 projects. All this may get cancelled and if this happens you could see a 30% drop in PPS .

This is where the $3’s could play out here !
Trade at your own risk .
All in my humble opinion.

Oh wait a second ! FCE is loosing money every qtr with Toytota but don’t take my word for it . Just look it up .

What is the revenue here close to 2 million a year with Toyota ?

There is no bottom on a stock when there is poor performance and no new contracts that will bring in revenue. The downtrend will continue and $4’s are imminent. No insiders here are buying the stock .The carbon capture is another carrot in front of the donkey. The CEO here is a failure and has no clue how to bring this company profitable. It really is a scam when you think about it for the past 20 years . I bet another round of layoffs will happen here followed by an offering.

Recall recentl when i said that blip was no more then a bounce and it would return to its trend . Hogwash though thought is was something and out came th exaggerated px projections.
Now though with this somber day, down a whopping $.55/sh or 10%, Where' HOGWASH.??? What; No Links!

Unprecedented slide continues. $5.00 in play.
No l pumper can save ir. The market , negative fundamentals, technicals are aligned. Thorough , unbiased Analyst research should have been followed. One sided pumper advice should have been totally ignored.
Longs are forced to hold now. They're stuck and can only hope for anything that stops the collapse.
If this breaks below $5.00, there's nothing to prevent $4-$3 or even $2.00
What then" Another R/S"
There's something out there that investors don't know. If so, brace yourself Longs.

Toyota and FuelCell Energy Tri-gen at Hydrogen Seminar

"An example shared at the event was how Toyota’s largest port vehicle processing center in the U.S., located at the Port of Long Beach, which processes upward of 200,000 vehicles per year, has applied the technology. With FuelCell Energy, Toyota built the first-of-its-kind Tri-gen system at the Port."

https://fuelcellsworks.com/2025/03/17/fuel-cells/toyota-provides-technology-roadmap-at-the-2025-hydrogen-and-fuel-cell-seminar

Carbon capture industry tweaks message for the Trump era

https://techxplore.com/news/2025-03-carbon-capture-industry-tweaks-message.html

BEAUTIFUL CLEAN COAL is trending.

Let's see what this may mean for IRA re-write and 45Q Coal Mine Methane tax credits.

p.s. Trump started January 20, so 60 day window is March 21.

It seems like Trump has already changed all of Biden's executive orders that he wants to. But who knows, he may do a mass change before March 21st.

The downtrend seems to be continuing here and $5’s are almost here maybe tomorrow? FCE last PR was another research and partnership but how many times have you heard this . FCE tech is laking compered to Bloom energy. If this continues like last qtr with 19 million revenue you bet $3 and $4 will eventually print .

maintaining plugs non existent "momentum" is not something anyone should want..

https://www.linkedin.com/posts/plug-power_plug-stands-to-maintain-strong-momentum-thanks-activity-7305677334588661760-V3qv?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

"My post was presenting articles that are in alignment...that there was a window to derail 45V and 45Q and that action was not undertaken."

with respect to presidential action...not congressional action...

JH not sure we are in disagreement on keeping 45V and 45Q.

My post was presenting articles that are in alignment...that there was a window to derail 45V and 45Q and that action was not undertaken.

As I understand it, any Biden actions in the final days of his administration has to be dealt with in the first 60 days of the new administration or they remain in tact.

Yes to your post.

" The time to challenge has passed".
Trump will find a way around it. Watch as it develops.

Looks like the Keystone pipeline has come back to life. Trump supports oil . Not so much for Tax credits or other incentives for hydrogen . He likes nuclear and coal.
Unfortunately , the environmental opposition will take a back seat and in effect have little influence as they once had.
Oil, Nat gas will be where he'll stimulate production through incentives as he clearly has stated he wants to eliminate dependence from foreign oil.
At least the market as its reflected in where the stock has gone, thinks so.Analysts agree!

We should all know the nitty gritty details fairly soon - hopefully before July, whenever the new bill becomes law.

Let's hope they keep 45V and 45Q and sweeten the deal by adding Coal Mine Methane and also increasing the $$ amounts.

Republicans in general don't want rule changes! 21 wrote a letter to the administration and a couple more expressed agreement after the fact.

Max, I disagree. The laws and rules can and will be changed.

The IRA law was passed by Congress. Just like any law, it can be amended or re-written by another act of Congress. And that is exactly what's going to happen with the big reconciliation bill. The changes may be very small or they may be large but they will be totally legal and law as part of the new congress.

Also, the last Treasury Department under Janet Yellen took it upon themselves to invent "guidance" which basically added a ton of new regulations like the "three pillars". That was nowhere in the actual law passed by congress. One reason I know that is that Senator Manchin in a very public hearing with Yellen told her specifically that and actually told yelling that he was planning to sue the Treasury Department because it added all these pillars. So the point is that the new Treasury Department will also be able to change the guidance. Most likely, they will offer no new guidance but will follow the new reconciliation law that will be established by Congress.