FuelCell Energy Inc (FCEL) 뉴스

Last couple of days action tells me the stock is building further resistance at slightly higher levels each time it tries to penetrate. Failure to penetrate will convince trades at least to exit their trade. That and any shorts seeing the opportunity to short WILL
Facts- Thestock has problems getting through layers of resistance created over a 4 year period.
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From WeTheMarket on IHub, really should read! Strongly supports the consensus under Trump presidency regarding hubs and 45V!
Hydrogen Under a Trump Presidency: Implications for 45V and H2Hubs
Written By Jason Munster - Nov 21
https://www.cleanepic.io/blog/h2-trump

Ty WTM, supports everything else I've heard

All facts, undisputable facts. All in the past 11 months. More good news than any previous 2 years combined, if not 3. And that's no even everything. Just significant bullet points
December, PORTHOS and Exxonmobil
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=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&ved=2ahUKEwjA_s7Zku-JAxVZD1kFHcDiO0cQFnoECB0QAQ&usg=AOvVaw2Nq5N5wOdO5AHcR24baVWS

April, Sacramento, another CA project
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-Technology-to-be-Used-in-Sacramento-Wastewater-Biofuel-Clean-Energy-Project/default.aspx&ved=2ahUKEwjukfyaku-JAxVjFlkFHfJ7GsUQFnoECBkQAQ&usg=AOvVaw29plAwSg2EsZHcefcXTSX-

Toyota ribbon cutting
https://polb.com/port-info/news-and-press/renewable-energy-project-powers-port-with-hydrogen-05-02-2024/

April Exxonmobil
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=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&ved=2ahUKEwjinbiBku-JAxXOFVkFHeSII-MQFnoECCAQAQ&usg=AOvVaw3ufaqODto-r2wZFwqZM054

UConn
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-to-Help-Power-UConns-Innovation-Drive-Towards-2030-Carbon-Neutrality-with-Solid-Oxide-Fuel-Cells-on-Storrs-Campus/default.aspx&ved=2ahUKEwi32tvnke-JAxWPEGIAHZHKDXQQFnoECBgQAQ&usg=AOvVaw3H2oul6X80xAq95EluOs6H
South Korea will be installing it 200-300MW of fuel cells per year through 2036!! FCE is getting something else annually!
https://www.sciencedirect.com/science/article/abs/pii/S0360319924015738

May, South Korea, $160M
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://finance.yahoo.com/news/fuelcell-energy-gyeonggi-green-energy-164600595.html&ved=2ahUKEwj21cn2ku-JAxUPKVkFHWGvOrUQjjh6BAgqEAE&usg=AOvVaw2q0ZUzv4_X2oL9jYG6SHp5

July South Korea
https://s21.q4cdn.com/256256048/files/doc_news/FuelCell-Energy-Marks-a-Significant-Milestone-in-Korean-Market-Expansion-2024.pdf

How does PR like this not add up to moving the needle?
October, South Korea
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-and-KHNP-to-Pursue-Clean-Hydrogen-Production-Projects-in-Korea/default.aspx&ved=2ahUKEwj21cn2ku-JAxUPKVkFHWGvOrUQFnoECB0QAQ&usg=AOvVaw27MHa60ZRQ5XuI834ht9QF

August 2 projects in Canada
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://finance.yahoo.com/news/fuelcell-energy-announces-major-clean-132000881.html&ved=2ahUKEwj_wOWAkO-JAxVWMlkFHfpiLTwQjjh6BAhdEAE&usg=AOvVaw2HlKShKM_cVQ1yeLQHmdHO

October, US Navy Ribbon cutting
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.navy.mil/Press-Office/News-Stories/Article/3946004/subase-holds-ceremonial-ribbon-cutting-establishing-a-micro-grid-on-the-base/&ved=2ahUKEwia9quAle-JAxXfMlkFHR7fHtUQFnoECB4QAQ&usg=AOvVaw0eLspZnExuxlmLP3qEpLUa

Okay so today was a little bit disappointing as it would have been nice to close over $8 and even nicer to remain above yesterday's close throughout the day. However we are of substantially this week and we regain compliance tomorrow. With the uncertainty of the reverse split and the non-compliance issue gone, two less reasons to validate the share price not going higher. Of course there are still other uncertainties but there's always some sort of uncertainties with almost every company. The good thing is four consecutive trading days in a row we've set higher lows. And the stock price went up on heavy volume and is going down I'm very low volume.

The media is currently clueless about fuel cells. But Energy Czar Doug Burgum most definitely is not.

https://www.washingtonpost.com/climate-environment/2024/11/19/ai-cop29-climate-data-centers/

But Trump only favors Solar and Nuclear. and "Drill Baby Drill" is his favorite.
That's where the incentives will be.
Bloom doesn't need any. So they'll be the Hydrogen winner.

"Regain compliance at 4pm tomorrow. Get statement Monday likely. $12 by end of next week"

SMH.....seriously?...lol

when you are a 34 cent stock and you do a 1-30 r/s, compliance is assured the day of the r/s...thus its no longer an issue at all...

notice, you are the only one who seems to care?...

DOGE: Musk and Vivek are going to wipe out tons of regulations.

Major Green Light for energy projects.

Compliance is old news. It's not a stock mover anyway .It's been discounted .
$3.00 by year end .

Hydrogen Under a Trump Presidency: Implications for 45V and H2Hubs
Written By Jason Munster - Nov 21
https://www.cleanepic.io/blog/h2-trump

Bloom is in the forefront of nat gas data centers. You must have misses their $1 bilionl contract recently signed with American Electric power.
No room in the garbage for charts. The Dempster Dumpster is filled with FCEL stock.

Regain compliance at 4pm tomorrow. Get statement Monday likely. $12 by end of next week

AI data centers powered by Nat Gas fuel cells are going to be what rocks this stock in very near term. Throw the charts in the garbage.

https://fuelcellsworks.com/2024/11/20/energy-policy/acer-s-hydrogen-monitoring-report-foresees-that-europe-is-likely-to-miss-its-2030-renewable-hydrogen-targets

https://fuelcellsworks.com/2024/11/19/clean-hydrogen/how-motorsport-can-accelerate-hydrogen-technologies

Looking good premarket even though it's stuck at 630 shares after I bought 48. Only had $400 clear but since I believe it's an easy 300% gain by spring why not. $8.30+ from pre-market through after hours would be a very good sign, but let's at least just have higher lows and higher highs closing over $8.30. My 5% goal would be $8.68. Need $10 to break pre-split announcement price and over $11 for 1 month high. Don't forget, market cap is currently around $166M with $300M cash and $1.2B backlog, while Ballard in a rough spot is over $350M. $350M MC for FCEL would be around $17. $11 is under $225M MC, very realistic and easily attainable.

3 weeks ago
https://www.linkedin.com/posts/ammpower_cleanenergy-greenammonia-sustainableagriculture-activity-7255212693324775424-eYPV?utm_source=share&utm_medium=member_android

Global Fuel Cell Market Projected to Reach USD 8.13 Billion by 2030
https://www.linkedin.com/pulse/global-fuel-cell-market-projected-reach-usd-813-billion-vijay-masih-jwftc?utm_source=share&utm_medium=member_android&utm_campaign=share_via

3 weeks ago, Exxonmobil
https://www.linkedin.com/posts/exxonmobil_technology-energytransition-carboncapture-activity-7257013315418136577-Pbee?utm_source=share&utm_medium=member_android

https://www.linkedin.com/posts/exxonmobil_technology-energytransition-carboncapture-activity-7257013315418136577-Pbee?utm_source=share&utm_medium=member_android

Nice, thanks Max

HH7
Further to your earlier post stating Fuelcell Energy was named partner in the Gulf hub:

https://content.govdelivery.com/accounts/USDOEOCED/bulletins/3c2f952

Gulf Coast Hydrogen Hub $1.2 Billion

In the link below Exxon is listed as a Industry-owned Hub Sponsor / Fuelcell Energy listed as a Supporting Partner

https://www.hyvelocityhub.com/partners/

****************
If you have time could you repost the above on Stocktwits....I am kicked off

Final rules to expand access to clean energy tax credits.
https://home.treasury.gov/news/press-releases/jy2718
$2.2B from DOE for 2 hubs, 1 (Gulf Hub) which FCEL was a named partner.
https://content.govdelivery.com/accounts/USDOEOCED/bulletins/3c2f952
Currently $8.26 or $169M market cap. $300M cash $1.2B backlog and cash burn was $33M in Q3 but will reduce to under $20M moving forward!

Per WeTheMatket on IHub!
DOE Announces Awards for up to $2.2 Billion for Two Regional Clean Hydrogen Hubs
DOE Office of Clean Energy Demonstrations sent this bulletin at 11/20/2024
https://content.govdelivery.com/accounts/USDOEOCED/bulletins/3c2f952
We had very nice close, with approximately 13% of shares traded on the day in the last 9 minutes, surging from $8.19ish, to $8.30 then settling at $8.26. Green tomorrow with a higher support level would be a very good sign. Hoping to hold $8, but with the persistent volatility I'll settle for support over $7.75, clearly moving higher daily. 1 day soon, looking for support over the previous days close with another 5-10% gain on the day.

Nice! We were a named partner in the Gulf hub.

After what we have been through, obviously green is good. However, I'm looking at support over $8 moving forward, and closing strong, over $8.20 on 1M shares would be a very nice close. Especially since we've been under $8.20 almost the entire day and we've only traded 847k shares as of 3.50pm.

DOE Announces Awards for up to $2.2 Billion for Two Regional Clean Hydrogen Hubs
DOE Office of Clean Energy Demonstrations sent this bulletin at 11/20/2024
https://content.govdelivery.com/accounts/USDOEOCED/bulletins/3c2f952

713k shares traded at 2.39pm. Seems as though shorts and day traders may have concluded they can no longer knock this below established support. We'll find out by Friday if we hold over $7.50 and volume doesn't pick up or we close over $9 on heavier volume, then hold at a higher support level, like $8

Current (today) support level is just over 40% above the 52 week low (base support) set less than 5 trading days ago. 8% a day average move up. I'll take 5% for the remainder of 2024!

Rapidly changing . Last px shows down $.03,sh post R/S. This was/is on time px.

Wow, watching volume closely this morning. Pre-split volume was around 279,000 pre-market, And that 4 minutes in, volume spiked, The share price jumped from $8.11 to $8.22, And at 9:35 a.m., The volume was at 57,000, and went 60,000 within seconds after turning 9:35. That's the equivalent of 1.8 million shares pre split. Looking for similar activity to the 1,400% run from almost 4 years ago. The best part of that run was that the share price stayed over the closing price without ever going below it on many days. Given how undervalued the company is, I can easily see similar activity. I'm not talking a 1400% run in less than 12 weeks, But I am talking very realistically about a 2 to 300% run before end of year. And if you gauge that from the bottom, That's a very easy and realistic target. Although I believe $30 is also very realistic by end of year especially since that's only equal to $1 pre-split and just over $600 million market cap.

$9.55 is close to $200M market cap, so I see no reason for long term or true resistance until beyond that. Don't forget, BLDP $395M market cap and lost $204M net in Q3 on $14.8M revenue and only has a little over $600M cash left. FCEL has $300M cash, posted $23.7M revenue and only lost $33M net in Q3. $395M market cap would be about $19 a share. Clean, swift run up between $10-$20 in my opinion, with minimal delays in between. We ran 1,400+% in less than 12 weeks before. This could be similar.

He won't because there is no comparison.

Current, $8 at 7am on 700 shares premarket. That's approximately $168M market cap (was 20.4M shares after RS so I used 21M). Ballard (closest comp regarding earnings) is $1.32 or about $395M. BLDP lost $204M net in the September Quarterly report on $14.8M revenue. FCEL lost $33.6M on over $23.7M revenue in their most recent report. Ballard had $635M cash/equivalent and FCEL has $300M. FCE has over 2.5 years operational $ while Ballard has to issue a going concern due to less than 1 year cash for operations. $395M market cap for FCE would be approximately $19 or $.64 pre split! Undervalued is an understatement!

the only comparison you should be doing is with Bloom as they are a direct competitor in the natural gas energy production business.

Ballard have no products that compete with FCEL

Current, $8 at 7am on 700 shares premarket. That's approximately $168M market cap (was 20.4M shares after RS so I used 21M). Ballard (closest comp regarding earnings) is $1.32 or about $395M. BLDP lost $204M net in the September Quarterly report on $14.8M revenue. FCEL lost $33.6M on over $23.7M revenue in their most recent report. Ballard had $635M cash/equivalent and FCEL has $300M. FCE has over 2.5 years operational $ while Ballard has to issue a going concern due to less than 1 year cash for operations. $395M market cap for FCE would be approximately $19 or $.64 pre split! Undervalued is an understatement!

New contracts which are actually signed and in progress will be a costly Expense which when factored in to the bottom line will produce losses. Much of the announced agreements are not finalized and signed however. Even if they were it would take years before completion .... all while costing increases in Expenses. Add to that the severance packages for the 17% reduction in the labor force and you know why Analysts of worth are reducing their price targets

On the technical side, there's a mountain of resistance at almost every level that the stock must get through before a change in the 4 year downtrend. Stocks don't blow through resistance like that as if they weren't there.
Best Hope- Years and Years of sideways going nowhere.
Worst case- It falls down to a $3.00 level following the 4 year downtrend.

S Korea is going to be huge!
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.sciencedirect.com/science/article/abs/pii/S0360319924015738&ved=2ahUKEwjsjKyzjeqJAxVjD1kFHenVH5AQFnoECDcQAQ&usg=AOvVaw0BKEnFwZLoUaYc5sAV7vbv

Look at #s! Gross loss $20M down substantially Y/Y. That's with $23M revenue! They are going to add approximately $18+M per Q revenue And they cut Spending 15% for 2025. They also have 30 modules being delivered to SK in 2025 and 5.6MW replacement modules from Q4, Q1 & Q2, with $10M a year increase in Advanced technologies related to just the XOM JDA! We are talking very close to EBIDTA+ for 2025! Q4 does have a severance package expense as does Q1. However, Q2, as I've suggested previously, should be EBIDTA+! They are providing 2.8MW S&L, 6 1.4MW in SK and hopefully $5+M Advanced tech and $13M generation. Q2 call early June, hence my $50 target by end of June. $300M cash $1.2B backlog, $160M market cap
Presentation
https://s21.q4cdn.com/256256048/files/doc_financials/2024/q3/FCEL-Q3-2024-Financial-Results-Presentation-FINAL.pdf
Earnings Q3
https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-Reports-Third-Quarter-of-Fiscal-2024-Results/default.aspx

$8.04 After Hours, c'mon green Wednesday!

Volume still very low and Share price showing upward pressure, with higher high at 2.30 than earlier. Let's hope support shows same in the last hour and we break through $8 into the close. Maybe we even get 1M shares traded the last hour, and match the entire rest of the day. Have a good weekend longs. Keep in mind $300M cash, $1.2B backlog, market cap only $160M

It is down 83% this year alone!!!!!!! My god!!! You can’t be this stupid. Well yes you are.

Yesterdays anemic volume was a " tell" of todays drop. If there had been any signifcance to that 1 up day, the stock would have followed through. No conviction was shown!! Thus no follow through.
To confirm todays drop, I repeat what I said earlier. It is usual for a stock to have a good day or 2 after a R/S/ But then it returns to trend and follow the downward path.
IMO- FCEL itself sold into it taking advantage of the higher price and raised needed cash.

Fee to short is almost 30%, can you say SQEEEEZE!
Check out @cleanhydro message on Stocktwits http://stocktwits.com/cleanhydro/message/593187188

$8.15 on 3M shares would be like a sharp stick in the eye for shorts. Squeeze potential Monday if we close green today. I believe a fair % covered in the pop last week and repositioned short after hitting $8.50 or $9, but their historical luck has run out. The math can't be justified! $300M cash, $1.2B backlog, $160M market cap! We have approximately $200M revenue in 2025 already guaranteed!

currently down 4% after being up over 24% yesterday. Volume is not only significantly lower than yesterday but also well below average. Seems to me as though the shorts have no leverage or ammunition, especially since the facts continued to be reiterated about the company being significantly undervalued. Current market cap is now well under $160M but we still have $300M cash with $1.2B in backlog. There is also $2T+ of incentives and monetary support for our technologies GLOBALLY! Note, we have MOUs, collaboration, awards, and contracts in Canada, the UK, Asia, and the US. California and CT are with us regardless federal support, but GLOBAL is the key.

Hogwash continues to avoid talking fundamentals and instead rationalizes extravagant price targets. No one investment professional of any repute has made such unjustified assumptions.

current market cap is only $160M with $300M cash and $1.2B backlog

Anyone ever seen this stock go down 24% in 1 day or over 43% in less than 1 week? I saw it drop 24% in a day but never 43% in a week. Dropped 25% on false article from Night vision short and rebounded within 48 hours because the company rebutted the article, gained everything back in 1 day. Always goes up much faster than down and will again. Unfortunately the RS is going to skew the price appearance and $100 is going to be more difficult to breach than $3.34. But that's reality. Keep in mind, $100 ($3.34) is only $2B market cap. Or $50 is only $1B market cap. We have $300M cash with $1.2B backlog

Here comes the wild projections again starting with exaggerated targets with no back up to support it.
Seen it 4 years ago and all the way down to $30 cents .
IT BREEDS FROM ADISMISSAL OF FACTUAL FUNDAMENTALS< POOR INTERPRETATION OF TECHNICALS< AND A COMPLETE IGNORANCE OF PROFESSIONAL REASEARCH>
i STRESS- 1 OR 2 DAYS DOES NOT CHANGE TRENDS.

I was way off now thinking I could buy in the low $4’s and missed my target so now my sell target is over $50

It will be at $3.00 by the end of the year with current continuous losses and performance levels