FuelCell Energy Inc (FCEL) 옵션

The stock has gone from a recent high of $13.98 to now $8.10 in just a few weeks . How about those people that bought in the $13, 12,11, 10, 9 and now $8.10. Some will come up saying that $8.10 is bottom. Bring up this post in a few weeks to see where the PPS will be . Under $8.00 for sure ! IMO

$7’s today ! Where is the paid pumper ?

The paid pumper has to feed his Family and dog. And come up with x amount of post per week no matter the consequences . I believe his own words must be that you have to do what you have to do to feed your family.

I'm curious. What did any Long expect after the announcement that they'll R/S.
I posted that what usually follows a R/S by a company losing money is an initial Bounce followed by a continuation of the downtrend.
FCEL followed that and now that marine and some of the Longs here are sitting with a $.22 cent pre R/S stock. What's to bellyache about ? They got what was coming. It should be no surprise.
The paid pumper led them there hasn't stopped misleading the weak sisters who follow.
FEW should go along with the entire BOD.

Interesting post from a US Marine Corp (LinkedIn )

Bass Hoyler • 3rd+
2mon (edited) ...
Region Service Manager-USMC Veteran
Okay Jason Few. You did the reverse split, saved your job and now what? Continued silence. I owned 22K
shares, now down to 733 at a ridiculously high price.
Do something. Say something that will move this company forward. Or just quit and let the company bring in a performance based pay CEO.

Interesting read, says 13MW, $140M
https://www.ameresco.com/ameresco-begins-construction-of-biogas-cogeneration-project-in-sacramento-california/

Example of current partners and alliances, like Toyota and Exxonmobil
https://www.ameresco.com/ameresco-wins-silver-in-large-company-of-the-year-category-at-the-2024-best-in-biz-awards/

1/22/25 update on Ameresco Biogas project at Sacramento water treatment but it says 13.4MW operational early 2026. Our project is 2.8MW and I believe is operational within the next couple months.
https://agendanet.saccounty.gov/SacSewer/Documents/DownloadFile/01_BDL_BioGeneration_Facility_Project_Update.docx?documentType=1&meetingId=9035&itemId=439777&publishId=1463717&isSection=False&isAttachment=True

Okay so it is the 2.8MW FC but with other power sources combined, with future Tri-Gen capabilities. Fuel cell was shipped in December and likely undergoing hookups. Not sure when the fuel cell will be considered COD but the entire project expected operational early 2026. Funds from IRA for entire project expected 2027.
https://agendanet.saccounty.gov/SacSewer/Documents/DownloadFile/Item_4_-_PPT_BioGen_IRA_and_Construction_Update.pptx?documentType=1&meetingId=9035&itemId=439777&publishId=1463718&isSection=False&isAttachment=True

Very insightful input on Plug …. … I am watching closely but it’s hard to ketch a falling knife like FCE. Not much going on for FCE and I believe the only hope is that if they can prove with Exxon in the CC technology this is the only hope for them at the moment. IMO

I just found an interesting article..
he Stock Version of “Fight Song” Karaoke: Fuel Cell Energy (FCEL)
You’re going to fight climate change with massive government subsidies while burning through investor cash. Turn on this song, and watch your money evaporate Fuel Cell Energy.
Fuel Cell Energy is a company that cannot compete with other names in the alternative energy business. However, it also chose the wrong form of energy, as people are turning to nuclear energy instead.
The company is building hydrogen power plants that use investor cash instead of fuel, while its stock is burning through support levels faster than its technology proves viable. But if you read financial media, there’s no shortage of articles asking, “What is the business model?”
I don’t worry about that. The F score: 0. There is no positive metric on the stock. The Z score is negative, at -1.85. It’s burning out. Don’t let it burn your money.
https://talkmarkets.com/content/stocks--equities/avoid-these-three-stocks-over-4-and-these-karaoke-songs-too?post=479205

The $2.00 doesn't impress me as much as the formation of a nice base which tells me the bottom is in.
As respects BE, its a quality name among the group and has shown much interest from investors. Unlike FCEL, Shorts are afraid of it. They're not afraid to short FCEL.
Both Plug and BE are watchers for different reasons but my choice would be BE.
Plug however has risk surrounding it especially with Trump pulling the " plug" on government loans and tax credits.

If plug gets to keep that $1.2 bil loan guarantee from the DOE, it’s stil a risky proposition…but if trump cancels that loan guarantee, you will lose a lot of your money…

If I was going to buy between BE and Plug I choose Plug at $2 now seems to be a good entry point.

Check your 4 year record against there's and you'll quickly see whose the moron.

The separation of performance between BE,PLUG, &BLDP as they differentiate from FCEL is clear.
IT all goes toward expectations of the former group to the later.
It's a clear cut example of separating the WEAK from the CHAFF.
Surely any level headed investor can see the shorts and the absence of Buying support goes against FCEL. That wouldn't be the case unless the prospects for future results were different.
Who has been right? Shorts, Sellers , the Market, the analysts or the Promoters? I think you know the answer to that.

So, I've been thinking, as always, and my original thought was these morons shorting are really committed, especially with Plug, Bloom and Ballard doing well. Volume was well below average, but, they could have done some ATM, as they have in the past nearing quarter end to solidify cash for the earnings report. We may in fact find out they are at 21-22M shares during the Q1 call

Possible if $8.00 doesn't HOLD . There's little support under $8.00 so it'll be swift
BTW- $8.00 is the equivalent of $.22 cents before the R/S.

THE ONLY reason this stock went up after the RS was pure speculation on the 45V credits but notice after the recent call FCE said that it the new presidency or the 45v credits did not impact their business is a positive way ( at least Few is being honest here ) . I am very surprised for the recent high on $14.00 and now I keep my buy under $4.00 a share for now.

bldp is up 5%....be is up 6%....plug is up 1%...fcel is down 5%...

so much for the idea that fcel simply follows the others and it has nothing to do with fcel itself...

$5.00 a share may come next week ! IMO

yup...and i agree...a really sloppy article...

I think they used the pre R/S info, which they should have checked before releasing the article. The 12,014,243 shares valued at $4,567,000 comes out to $038/share.... so definitely pre R/S. In fact, all the share counts and $ listed for the other companies in the "Hedge Funds" section in that article are pre R/S. Sloppy!

The only contract that FCE has gotten recently is in Connecticut their home state . This tells me that FCE really does not have a real business out of their state and I wonder how many strings were pulled to get this new 8 million dollar deal for 20 years. It sounds better than 160 million contract and 1.3 billion back log . Most people don’t understand that this 1.3 billion backlog comes out to be about 65 million a year for 20 years and this is how it should be interpreted as some here make it a big deal which is not .

12,510 posts. Negative results.

Thanks to ThomasK88 which I watched live but didn't have the evidence. Link that with the Exxonmobil link from their web site, the JDA FCEL and XOM have running through 2026 and FCEL most recent business update.
319MW for 550 coal has to equal at least 500MW for 1,000 Nat Gas. On site, for data centers, at lightening speed (or whatever he said). JDA has expansion allowing us to work with others.
Check out @Thomask88 message on Stocktwits http://stocktwits.com/Thomask88/message/601247641

FCEL January business update
https://s21.q4cdn.com/256256048/files/doc_presentations/2025/FCEL-Corporate-Presentation-Jan-2025-FINAL.pdf

Updated and extended JDA
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

Positive results, if any are not short term. If Bulls believe things will change in 2025, they will once again be disappointed.

The links you're reading here are nothing more than a desperate effort to convince investors that all is set to break loose. It's all promotional .
He's being paid to pump. $2.95 per pup.

31/2 years old article LOL

Trump speaking now stated giving executive authority skipping regulatory approval for power generation on site fir AI. Going to happen very fast. My guess, Exxonmobil project fully operational by 2029 or possibly even end of 28! We may get FID for that 1,500MW Nat gas and CCUS total output project. Thinking and hoping by year end, when just 30 minutes ago I was hoping for 2026..

CEO and board of directors have set their own milestones so they can pay themselves yearly bonuses while the stock has declined significantly. I have personally emailed Jason Few twice asking him to resign his position as CEO. He is a useless CEO that does not know how to run a company and just collect a paycheck. I encourage the same here . Forget about being nice on your emails because they will not respond.

https://www.fool.com/investing/2021/07/24/better-fuel-cell-stock-plug-power-or-ballard-power/#:~:text=Plug%20Power's%20revenue%20is%20roughly,two%2C%20Plug%20Power%20looks%20better. $FCEL

$8.00/sh is about to be served up. It better hold or the next stop is $5.00

It's been a shorts and traders delight for 4 years. All in an obvious downtrend.
Ask why ? Check the ongoing quarterly losses with no end in sight. All confirned by the technicals.

It's unimpressive because it'll take 20 years to get the full am't. Thats $8mil/yr.
Market sees it as an ongoing added expense to complete it.
You're reaching for air.

I get a Fuel Cell email daily. Today there were 10 articles. All we're about the new$160M contract. So tell me it's not important.
https://www.google.com/url?rct=j&sa=t&url=https://finance.yahoo.com/news/fuelcell-energy-announces-160-million-123000060.html&ct=ga&cd=CAEYACoUMTYwNDc0MDQ4NzczNTU0MzE3MzkyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw2SbywOALr4R1vUC0Yi98PP

https://www.google.com/url?rct=j&sa=t&url=https://finance.yahoo.com/news/fuelcell-energy-announces-160-million-123000060.html&ct=ga&cd=CAEYACoUMTYwNDc0MDQ4NzczNTU0MzE3MzkyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw2SbywOALr4R1vUC0Yi98PP

https://www.hartfordbusiness.com/article/fuelcell-energy-signs-160m-contract-for-74-mw-hartford-power-plant

https://hydrogeneurope.eu/fuelcell-energy-announces-160-million-contract-to-support-hartford-area-grid/

https://www.google.com/url?rct=j&sa=t&url=https://www.investing.com/news/stock-market-news/fuelcell-energy-stock-jumps-on-160-million-grid-support-contract-93CH-3824311&ct=ga&cd=CAEYBCoUMTYwNDc0MDQ4NzczNTU0MzE3MzkyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw04X0QwYrvK9Jj99oPcuncG

https://www.google.com/url?rct=j&sa=t&url=https://www.marketwatch.com/story/fuelcell-energy-receives-160m-electricity-contract-9e72a0d2&ct=ga&cd=CAEYBSoUMTYwNDc0MDQ4NzczNTU0MzE3MzkyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw0WQocHS5flXRQiTOMoDXAg

https://www.google.com/url?rct=j&sa=t&url=https://www.benzinga.com/news/contracts/25/01/43128169/why-fuelcell-energy-stock-is-moving-higher-wednesday&ct=ga&cd=CAEYBioUMTYwNDc0MDQ4NzczNTU0MzE3MzkyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw2g8SgipF4Uj9zVRtR0v2AW

https://www.google.com/url?rct=j&sa=t&url=https://markets.businessinsider.com/news/stocks/fuelcell-reveals-160-mln-contract-for-7-4mw-power-plant-in-hartford-stock-up-1034254422&ct=ga&cd=CAEYByoUMTYwNDc0MDQ4NzczNTU0MzE3MzkyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw0JBJCMbIUwdkojr5jA9R01

https://www.google.com/url?rct=j&sa=t&url=https://www.rttnews.com/3505077/fuelcell-reveals-160-mln-contract-for-7-4mw-power-plant-in-hartford-stock-up.aspx&ct=ga&cd=CAEYCCoUMTYwNDc0MDQ4NzczNTU0MzE3MzkyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw2Fv9ElTaWe7tRyUCahgjcW

https://www.google.com/url?rct=j&sa=t&url=https://seekingalpha.com/news/4397248-fuelcell-energy-scores-160m-contract-to-support-hartford-area-grid&ct=ga&cd=CAEYCSoUMTYwNDc0MDQ4NzczNTU0MzE3MzkyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw2SYmHE-9VgM7RvPaR3zR-G

Got in under the wire (1/17/25)
https://www.h2-view.com/story/us-doe-awards-initial-funding-to-final-two-hydrogen-hubs-totalling-38-8m/2120025.article/?

https://www.energy.gov/oced/regional-clean-hydrogen-hubs-selections-award-negotiations

$8.95 or $.298 /sh pre R/S.
Gotta feel good about that!!

Q4 2024 annual revenue was down to $112M from $123M (a 9% decline, but Q4 was a massive increase based on revenue from SK $160M deal, most of which will be recognized over the next 5 quarters resulting in around $200M revenue for 2025! So 9% decrease in 24 followed by about a 75-80% increase Y/Y in 25 and they just signed another contract for $160M, = to about 143% of revenue in 2024! $300M cash and over $1.3B backlog and Market Cap at $9 is around $184M???? Make sense? LOL!
https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-Reports-Fourth-Quarter-and-Full-Fiscal-Year-2024-Results/default.aspx

Today $160M contract (again 143% on 2024 annual revenue).
2025 should be $190-$200M (or about 75-80% increase from 24!
https://investor.fce.com/press-releases/press-release-details/2025/FuelCell-Energy-Announces-160-Million-Contract-to-Support-Hartford-Area-Grid/default.aspx

Do you have any idea how much of the $300M will be used in building this new contract?
What is the total cost of building a 7.4MW system? That is needed ahead of getting any revenues from the PPA

Never more confident than no. Exxon Mobil is moving full steam ahead on carbon capture. I am definitely not giving investment advice but strongly suggesting doing your own diligence. Time is running out at these levels in my opinion
January 16
https://energy.media/industry-hubs/exxonmobil-to-build-power-plant-in-texas-for-data-centers/
Finally, Jan 9, from Exxonmobil web site. Current JDA with FCE runs through 2026 (12/31/26) specifying identify locations to deploy technology at commercial scale and deploy at Exxonmobil owned locations
https://corporate.exxonmobil.com/news/viewpoints/a-breakout-year-for-our-carbon-capture-and-storage-business#Exploremore

" Geode Capital Management LLC now owns 12,014,243 shares of the energy company's stock "

if fcel has 20.5 mil o/s then that means that geode, by itself, owns almost 60% of the shares...

something dont sound right...

Seems as though plenty of money understand this should not be going down but shorts and traders are committed. 1st off the company is vastly undervalued with $300M cash and Equivalents, and now over $1.3B backlog. Market Cap at $9 is right around $184M. Regardless what the Trump administration does, that doesn't change. We also have the majority of our work, other than California and CT, outside the United States. The globe is already committed to CCUS and Hydrogen, although there are likely to be some delays to hydrogen $$ distribution. PORTHOS is ahead of schedule, expected operational early part of 2026! FID on Exxonmobil new 1,500MW Nat Gas & CCUS plant should be no later than 2026, projected operational prior to 2030!

Institutions increaed their holdings on balance. Several analysts reduced their ratings and their price targets however. I wonder why!

Institutions are not and never have been the go to reason for buying the shares. They've been holding shares and buying them as the stock fell from its all time high right down to the all time low. Following them has only resulted in huge losses.
Stick with the professionals. They've been right. None have ever put a buy rating on the stock.

Hogwash is desperately fishing for something to say. So he pulls up any non-convincing piece of nothing.

Tutes increased holdings
https://www.marketbeat.com/instant-alerts/fuelcell-energy-inc-nasdaqfcel-sees-large-growth-in-short-interest-2025-01-19/
Before the time of this business update.
https://s21.q4cdn.com/256256048/files/doc_presentations/2025/FCEL-Corporate-Presentation-Jan-2025-FINAL.pdf
And today's release of new $160M contract being added to $1.2B backlog, not over $1.3B
https://s21.q4cdn.com/256256048/files/doc_news/FuelCell-Energy-Announces-160-Million-Contract-to-Support-Hartford-Area-Grid-2025.pdf

As you see these are the kinds of contract FCE gets that gets investors excited is a 160 million dollar deal divided by 20 years is about 8 million dollars a year .

Are we there yet ?

$160M seems to be the common theme. SK and CT. Now all ranting about no contracts can pause at least until Q2 call.
https://u29265312.ct.sendgrid.net/ls/click?upn=u001.AGVir0q-2FyZWbZ5ev3cZBUkEleMvRVzeSDmm68mD8cr13GDagsfw6w1sfhJ8dxDUGVZH0yIbpjC3dMDbQG5Y1IbpvK5eX1NeeWGtkw-2FtAhx1gM1iMXbsauq5464pEVQhyeS8OZhdeXa61TayqvziNCQZF3HQFPFDEynfXDuFICLZ7WgEtbCxFkjfea-2F8acqihRtSNX2VdoS7UK566jP0J9f1A-2BwvX84txxMyePltQwCg-3D6yYX_FLPzT2gB4L4-2BGAeomRFoIkV8JLL6vIhz-2FCbDV-2BLOv-2FBGaGJCPvB-2Fqu8tNctOSA6PcdyqIcWisY6kkpNN1CTW-2BdQYb3lx9Lv96x3oKAqeGZPfrJxIF0mUAzmUd-2BONrBLuClohFJxZ3KwdHfjuzdWGThdo-2FFy-2FJ1iuIcP6Yalgf6vHrX4SDZkR0z5AD22SnS28bOatL8oHzCvsQy7d8kuEeGXB2ssruCaseHQhmdbkdT59Qe-2B1AulL-2B4A-2Bu8vd5F9ZU8gPM4MwJHYw0Jjc7Sycz6PKK4JbPA6nspK9VrBXjBjK5LqU-2B-2BgxdUHrGDcw0TcJ9Chn3gwWtAmSmnnQqUTrqMpOwj6p3bNWVSy7zvweIvNgMXum1U2p5m6L1R5yXm2FnvhEVe7M0flJWZ-2Be-2FHxBfg-3D-3D

Finally starting off a morning with some GOOD news!! Hopefully more to follow over the coming months!

FuelCell Energy Announces $160 Million Contract to Support Hartford Area Grid
Jan 22, 2025
https://investor.fce.com/press-releases/press-release-details/2025/FuelCell-Energy-Announces-160-Million-Contract-to-Support-Hartford-Area-Grid/default.aspx

On the other hand if the stock happens to pop a bit today you may see this paid pumper for sure !

300 million on cash and 1.2 billion backlog …. Sounds familiar

LMAO.
Then seen hiding under his desk with hands protecting his head from incoming!

LMAO.
Then seen hiding under his desk with hands protecting his head from incoming!

LMAO.
Then seen hiding under his desk with hands protecting his head from incoming!

Someone said they saw him walking in circles mumbling over and over something that sounded like “$300 mil cash” and “$1.2 bil backlog”…