FuelCell Energy Inc (FCEL) Options

https://www.nrel.gov/hydrogen/stationary-fuel-cell-analysis
Political environment is turning + for us, the primary reason we struggled
https://www.linkedin.com/posts/carbon-capture-storage-europe_makeccshappen-ugcPost-7290758005971640321-XUOd?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o
Political acknowledgement from the US February 15, 2025
Feb 15 post from Jigar, must read!
Directly related to Data centers growth and energy for such. I particularly like the $30B investment and the dates of 2026 with more by 2028, in the same time frame Exxonmobil is suggesting.
Clean Energy: A 21st Century “America First” Agenda
https://www.linkedin.com/pulse/clean-energy-21st-century-america-first-agenda-jigar-shah-ksque?utm_source=share&utm_medium=member_android&utm_campaign=share_via
Exxonmobil
https://exxonmobil.co/3G9LwZn
This relationship began a long time ago, and culminated in most recent agreement through Dec 31, 2026, after the PORTHOS project expected operational date!
https://exxonmobil.co/3G9LwZn
Heck, here's the whole thing
https://corporate.exxonmobil.com/what-we-do/delivering-industrial-solutions/carbon-capture-and-storage/advanced-carbonate-fuel-cell-technology-in-carbon-capture-and-storage#Nextstepsinfuelcelltechnologydevelopment
Exxonmobil is pushing aggressively with CCS
https://exxonmobil.co/3Pt6g2s

True

FCEL has nothing to do with hydrogen at the moment

Shame Bloom is dominating the datacenter on site power solutions including CCU.

FCEL may get one very big system with Exxon but really need deals with electricity suppliers/generators not oil companies

By last count its 12,576 posts. Times $2.95 per pump tally's to $37,099. Not a bad take. But oh those results surely didn't produce the desired effect.
I too noticed that many of the hydrogen links shown are understandably a plus for hydrogen fuel cells. But as you say, there's no mention that FCEL is the beneficiary. Those that are come from the company . And you know what those got them.
The leader in the group is Bloom. There you'll find huge contracts being signed . The market recognizes it and that's why the analyst have several BUY ratings on it. Pumper not needed there!

So $2.95 a post huh , This is what the pumper gets paid ? All this and have no integrity wow

And still not one BUY among the professionals.
Notice the estimated loss/sh for the coming quarter. They have it at $1.50+/sh. Given the shares in the float ( approx 16 million ) that equates to a $24,000,000 loss for the quarter.
Expenses must be eating them up alive. The new and existing contracts aren't helping either.
My guess is they'll be another offering of new shares coming soon. MORE DILUTION!

The thing about all these post about Hydrogen in the UK, Korea, Europe is that it’s has nothing whatsoever to do with Fuel Cell Energy stock. The people that you should read and listen to are the professionals analysts who went to colleges and Universities. Again when you listen to the dumb ass who has no clue and ignores the fundamentals and ignores the real facts you will get caught in a conundrum.

https://www.hydrogenfuelnews.com/fuelcell-energy-electrolyzer/8569602/
Anyone happen to see the large investment of over 1,1M shares in the UK?
https://www.linkedin.com/posts/carbon-capture-storage-europe_makeccshappen-ugcPost-7290758005971640321-XUOd?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

Feb 15 post from Jigar, must read!
Directly related to Data centers growth and energy for such. I particularly like the $30B investment and the dates of 2026 with more by 2028, in the same time frame Exxonmobil is suggesting.
Clean Energy: A 21st Century “America First” Agenda
https://www.linkedin.com/pulse/clean-energy-21st-century-america-first-agenda-jigar-shah-ksque?utm_source=share&utm_medium=member_android&utm_campaign=share_via

Not ONE wall street analyst has a buy rating on Fuel Cell Energy stock forecast but I do see a couple of sells here and some holds and that is about it for now . So why listen to the dumb ass ?

The pumper here has a forecast of $30 minimum by the end of June. ( if this happens I will completely stop posting here ) Some people are delusional . He must be eating Ramen noodles because he is laking nutrients to his brain !

Tip Ranks has a 12 month target of $9.57!

https://www.tipranks.com/stocks/fcel/forecast

CNN has a forecast of 1 out of 10 and has FCE as UNDERPERFORMING!

https://www.cnn.com/markets/stocks/FCEL

Here is the latest Fuel Cell Energy stock forecast analysts from Wallstreet

Forecast sources
Zacks: Based on short-term price targets from seven analysts
Fintel.io: Projects a stock price of $10.22 by January 29, 2026
TipRanks: Based on 12-month price targets from seven Wall Street analysts
Stock Analysis: Based on 12-month price targets from six analysts
Long Forecast: Predicts stock prices for February, March, and April 2025
CNN: Predicts that FCEL will underperform the market over the next 12 months

I'm watching the price of oil and gas and eggs, since they spent lots of $ advertising the hardship those prices were creating during the election. Looking at inflation and interest rates also. Since that was another large focus ran on. Rates were on a steady decline along with inflation over the past year. That's halted and become a topic of concern again with the tariff language coming up or changing every few days. Hopefully we have answers and clarity in a good way by spring. Credit where/when it's due, blame the same

Interesting read though. Chart is using their Carbon Capture with Blooms C02 purity!

its a few red states that stood to get billions of dollars as hydrogen hubs...there are 47 other states that dont really care...but it makes for ammo if you pretend theres tons of republicans against doing away with all that wasteful hydrogen spending...

Trump is laying off thousands of federal workers...but i bet reporters will want to interview only republican workers who are pissed about being laid off...then posters here can point to those articles as if they speak for the 36 million registered republicans...

smh

Bloom leads. Always has.

I'm not saying that your last comment isn't so, just stating the facet that I have many friends that are conservative and I haven't heard one complaint about Trump. Just the opposite and even some of my die hard liberal friends. What I'm hearing is "Trump is saving our country".

Scratch one MOU

https://www.bloomenergy.com/news/bloom-energy-and-chart-industries-announce-groundbreaking-carbon-capture-partnership/

Wait awhile and you will.

Like I said I understand to you it's fake news. Heard it again and again. There's boatloads of documentation over the past few months of Republicans advocating to retain most of the IRA that was my point. Their constituents are benefiting significantly from the revenue and the jobs it will support. With lots of money already committed to such.

Well the stock had to bounce after all . So now the downtrend will continue. IMO

So I just decided to do a little comparison checking out the market cap of plug. First realization is that plug has a market cap of $1.6B. And if you're strictly looking at the revenue discrepancy makes sense it would be substantially higher than fuel cell but I don't know about 10x. Since FCEL MC is under $150M. Plu Rev was $175M I believe (Q3 or most recent) and FCEL was $49M, So let's say over 25% of Plug, well over. Plug reported a loss $211M with only $93M cash and equivalence. FCEL reported a net loss of $39M with cash and Equivalents of $318M. I know Plug has some big contracts band high expectations, but not even enough cash for 1 quarter of operations!!!! FCEL net loss was higher than usual related to several issues no longer existing, including the restructuring cutting 15%. Loss will be well under $35M moving forward. That means over 8 quarters cash!!!!

The deep state always judge shop for Liberal judges. Wait till it hits Supreme Court.

You must just be listening to Fox News which makes sense. Did you read the article?

I don't know any Republicans that are upset with Trump and I know a lot of them. In fact it's just the opposite.

Seems Trump's words and actions might be unjust and upsetting a majority of Republicans.
Other stories about the energy transition to take note of this week:

Trump’s Funding Freeze Gets Rejected in Court, Again: A federal judge in Rhode Island found on Monday that the Trump administration was not following a previous court order to unfreeze funding for many federal grant programs, as Lindsay Whitehurst reports for the Associated Press. This continues a back-and-forth between the administration, which has paused funding almost across the board, and the courts, which have said the administration is exceeding its authority. The actions affect many programs that deal with renewable energy, energy efficiency and environmental justice and are stuck in a state of limbo while they seek assurance about funding that is in existing law.

Red States Have the Most to Lose From Trump’s Funding Freeze: The Trump administration’s freeze of federal money is hitting Republican-voting states especially hard, calling into question funding for new factories and other initiatives, as Lisa Friedman, Brad Plumer and Harry Stevens report for The New York Times. About 80 percent of manufacturing investments from the Inflation Reduction Act are going to Congressional districts represented by Republicans. Those lawmakers now will need to answer questions about potential layoffs and cancellations of factory investments.

Solar and Energy Storage Led Texas Capacity Additions by a Lot: It’s not surprising that solar and battery energy storage were the resources that grew the most last year in Texas, but the scale of that growth was impressive, as my colleague Arcelia Martin reports. The state also added a lot of natural gas power plants, but the total in megawatts trailed solar and storage. Solar and storage are relatively inexpensive and they work well in Texas’ local electricity market, in which power plants compete on price, as opposed to fully regulated markets that don’t have this level of competition.

Mayors Defend Renewable Energy Tax Credits Against Potential Repeal: A letter signed by mayors from across the country urges Congress to resist attempts to repeal tax credits that help state and local governments pay for renewable energy projects and programs, as my colleague Wyatt Myskow reports. The Biden administration legislation that provides the funding is under scrutiny as Congress looks to pay for other priorities.

Flexibility Can Go a Long Way to Help the Grid Handle Data Centers: A new report from Duke University calculates how existing resources in regional grids can handle much of the demand from proposed data centers if those data centers have the ability to ramp down at times of highest demand, as I wrote for ICN. The underlying concept is “demand response,” a system that works with power users to reduce demand at certain times. The use of demand response could help to avoid the need to build many new power plants to serve data centers.

We should have a better feel mid next week. I bought $1.50 calls for Ballard when Share price was $1.37 after it already had a nice move on heavy volume for a couple days. Checked out why, Blackrock! So I picked up a few calls on Plug and FCEL too. C'mon $9 by end of month. Calls for end of March, after earnings, should have date announcement by Feb 28th. Any good news about the industry or policies for such would definitely do it. Still hopeful for $30-$50 by end of June but the political BS needs to swing in our favor for that.

The pumper you refer to is now desperate to get back his audience after his abysmal 4 year record of those kind of statements making exaggerated price projections.
That type usually ignores all research from trusted professionals and will only refer his following to statements made that fit into his playbook.
BTW I've noted that his following has just about disappeared and what's left is ignoring his promotions. That's due to his record.
At $2.95 per pump and over 12,000 posts one can see why it continues.

It’s amazing how some investors continue to ignore the professional analysts from Walt street . These people are professionals just like when you get sick you see a Doctor, or when you need a lawyer who studies the law in detail or it could be an engineer that you want to help you built a house. Well you know the consequences when you try to solve a problem without a lawyer and you end up in jail or have to pay a fine the same with a Doctor who is fake or an engineer that you hired to build your house. You see my point here why analysts are important ? And especially when you have a lunatic saying that FCE will hit $500 a share before 2026 ? All i have to say by that is “WOW “! And also this lunatic delusional has been wrong in the last 3 -4 years just go and look at his record post

Canada Project 1821
https://www.geos.ed.ac.uk/sccs/project-info/1821

Project 2561
https://www.geos.ed.ac.uk/sccs/project-info/2561

Canada project 2041
https://www.geos.ed.ac.uk/sccs/project-info/2041

Drax, project 2261 & further project after 2021
https://www.geos.ed.ac.uk/sccs/project-info/2261

Plant Berry
https://www.geos.ed.ac.uk/sccs/project-info/2002

One blind Bull sees not the causes of the collapse in the stock as the true reasons why it collapsed over a continuing 4 year period.
By ignoring basic principals of investing and instead only seeing what is "hoped" for tomorrow his losses continue to mount.
Suffice to say, his record reflects his acumen. Shabby as it is, he continue to lead himself into losses not recognizing the cause.
Sad as it may be it demonstrates what unintelligent investing comes to.

Bears have nothing, absolutely zero fact to support the share price or market cap, except losing money, which is obviously a good one. But, the old statements no longer apply and are FACTUALLY INACCURATE! Projects are no longer delayed and are being completed in estimated time frames. All old fees for such delays are no longer, beginning to result in improved margins and earnings, to be proven moving forward.
No contracts, we have 5 signed in the last year, for over $350M, which exceeds the last 3 years revenue.
Cash, They have more than enough cash for operations for over 2 years, and the proven, undisputable means by which to get more cash as needed for operations or growth. Whether that be through there many lending partners or shares at the market. Absolutely no fear of bankruptcy in the foreseeable future.
I expect Q1 and Q2 earnings March and June, to show progress towards reaching EBIDTA positive, At least narrowing loss is significantly through Q2.

FCEL was $1.50-$2.50 the majority of 2020 with 310,000-340,000 shares, roughly ranging from $450M-$850M Market Cap resulting in being rated a small Cap. This afternoon narrowly escaping bankruptcy before hiring a restructuring company and Jason Few in 2019. Run Nov 2020-Feb 2021 of 1,400+% resulted in $10B market cap @ $29.44 with about 345M shares, hence a Large Cap. Shorting & manipulation ensued for 4 years while the company made progress in every aspect of business and fundamentals except increasing shares then doing a reverse split to combat manipulation. We currently sit at $7 basically, with about 21M shares and a Market Cap of about $147M-$150M, classified as a Micro Cap! After escaping the jaws of Bankruptcy, ranging steady for 6-9 months, an unparalleled run of over 1,400% and making remarkable progress in many arenas and with questionably 3 of the most powerful partners in the world. Exxonmobil, Toyota and the US Dept of Defense have all entrusted FCEL for their reliable sustainable, secure tech for the foreseeable future. DOD has made several statements regarding plans to install microgrids (similar to Groton Nuclear Sub Base) at "Every Base"! That was from the US Army while the Navy made a similar statement. Carbon Capture is stated by many authorities as a necessity! Exxonmobil has referenced our MCFC Carbon Capture as "Game Changing" on more than 1 occasion. Trump & his new Energy Czar support "Clean Coal" and Fossil fuels with Carbon Capture. Exxonmobil and Fuelcell Energy are ahead of schedule on the PORTHOS project and Exxonmobil announced in December, potential plans to build a 1,500MW total power output. That project has progressed from considering to planned, with land secured and Data Centers committed to purchasing the power and will include Carbon Capture capturing 90% of the CO2 which is the exact # quoted from Exxonmobil regarding our Novel MCFC technology. That tech is "The only Carbon Capture which is NOT parasitic and actually creates more power"! Note, Exxonmobil Never states they are building a 1,500MW Natural gas power plant, it's stated as Natural Gas with Carbon Capture having a total output of 1,500MW!
Toyota Mark Yamauchi stared in an interview with Paul Fukamoto from FCE nearing the end of construction at the Port of Long Beach, the 2 companies are already in discussions for future projects, even specifying CHP or combined Heat and Power which wasn't needed in California.
SK we implanted an in country executive to build the business, resulting in $160M contract in 2024 and certain to lead to more.
Connecticut, our home state, we recently secured another $160M contract, on top of already having several other functional projects from 1 year to 15 years old.
California is our best customer and has their own policies supporting our tech. We have 2-3 repeat customers already and a recent contract nearing completion right now. California also stream lined the process specifically for FCE, related to our multiple California certifications but have also implemented more policies to continue making the process smoother and quicker.
We have a great number of MOUs expected to lead to some big business over the next few years. We have awards with Canada and the Navajo Nation as well as the Department of Energy. We are working with the Translational Energy Research Center and Drax testing our MCFC with Biomass. Much of this stuff, including Nuclear CHP and hydrogen production testing with INL, TERC & Drax, Exxonmobil have already been tested and improved for years and are undergoing final stages to commercialization, much like phase 3 drug trials but actually better.
Tick tock!!!!!!

Read this one written Sept 12th 2022 andthen see what happened for the next 2+years.
The writer claims to be a rational opinion. See the last full paragraph. It's the 1st of many misleading pumps that went the other way.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=169931326

When FCE stocks hits around $4.00 and it will then you can thank me . For now don’t buy this rubbish! look at what the analyst have to say . This is getting a lot worse and what I mean by that the market cap is going under 100 million soon or sooner that you think.

This to be tested and that to be tested by FCE and in the end all they do is test and no significant revenue. You should all know by now that this stock is not moving higher unless they can come up with new contracts . Exxon has been a failure and so has been Toyota . History has proved this for the last 20 years . Look at Bloom Energy or compare it FCE .

The ultimate exaggeration- $500/sh in 2026.
Hogwash has gone nuts. Desperation to draw buyers in like this demonstrates how off the wall he is.

Thanks Max, ya, I saw that but didn't copy. I said getting Asia/SK access after winning litigation with Posco was going to be huge. And it will be/is the biggest short term impact funding much of operations for almost 2 years. But in the long run (Thinking like 5 years) this application will catch up quickly. In my opinion. SK will end up being about $1B in revenue from the initial settlement through 2030. And by 2030/31 I thing Nuclear with Fuel cell will end up the same. And Carbon Capture should also be similar if not greater. CCUS will probably be the greatest monetary amount of contracts signed by 2030! In my opinion!

FCE Largest and first fully integrated electrolyzer to be tested at Idaho National Laboratory. Testing to validate 100% electrical efficiency.

https://www.energytech.com/energy-efficiency/article/55266834/fuelcell-energy-idaho-national-lab-studying-hydrogen-generation-from-nuclear-power

********************************
From AI

Testing at Idaho National Laboratory enhances FuelCell Energy’s credibility and demonstrates the scalability and efficiency of its solid oxide electrolyzer technology.

Achieving 100% electrical efficiency with nuclear integration could significantly reduce the cost of clean hydrogen production by up to 30%, increasing market competitiveness.

The project positions FuelCell Energy to play a key role in diversifying nuclear power’s revenue streams and enhancing the profitability of nuclear plants.

The electrolyzer's modular design allows for easy replication and scaling, making it adaptable to various customer needs in the energy market.

2018 post from Exxonmobil! And they are 7 years advanced now, with JDA through December 31, 2026, projected to culminate in commercial installations at Exxonmobil facilities! That's less than 22 months. $140M market cap with $300M cash and $1.2B backlog. 2021 Hi market cap was $10B at $29.44 pre-split or almost $500 per share post split. $500 very likely no later than December 2026, but I'm thinking much sooner.

Standing on a soapbox selling snake oil as an elixir that cures every ailment imaginable…

What a clown…

https://www.hydrogenfuelnews.com/fuelcell-energy-electrolyzer/8569602/?awt_a=1jpsU&awt_l=NIGEt&awt_m=iheMzivxuu5DlsU
This is very big, potentially! And there's no potential baked into the current share price, even at $20! Just like there's no potential baked in for the JDA with Exxonmobil, our numerous MOUs, Long standing and repeat business in California or S. Korea, Toyota or US Navy (US DOD)! Trump supports "Clean Coal"! You think that means washed, rinsed, filtered, etc. Lol! Exxonmobil project at PORTHOS ahead of schedule, And moving forward with Nat Gas/CCUS project in the US expeditiously! $300+M cash, $1.2B in backlog, $140M Market Cap! UNREAL!

There's an announcement coming soon. It's being anticipated in the market. Could be a secondary issuance of shares. Otherwise , why the continuous downdraft day after day.
Despite baiting investors by announcing a new contract here and there, little enthusiasm is given to the stock. New contracts does not mean instant money in the pocket and expenses eat into any chance for a profit . Furthermore many of these are not expected to start or be completed near term.
Projections are the company will continue to show losses quarter after quarter, year after year.
Due to the small float, 16.8 million shares, dollar losses convert into huge losses/share making the picture quite ugly.

In all, both fundamentals and technicals are poor. So there's no logical reasons to hold or buy shares in this company now.
This despite what some might say.

Very anxiously awaiting A1 conference call. Can't wait to see how many shares outstanding. As it stands, we are around 20,500 shares and under $150M market cap with around $300M cash & $1.2B backlog with about 6 MOUs and 3 JDAs or collaborations. PORTHOS CCUS with Exxonmobil still on schedule to be operational in 1st 1/2 2026, a little over 1 year. INL testing under way for Nuclear application to prove 100% efficiency. Does Trump really believe there's "Clean Coal"! Did he misspeak/misunderstand yet again or is he referring to CCUS? FCEL slide show pictures a CCUS on 550MW coal plant!

https://cm.h2-view.com/t/t-l-shujrly-tlttwkidr-d/

Well Plug may just drag FCE along as many would say here that they seem to have the same pattern. PLUG just broke a new ATL today which shows a bearish pattern. IMO

Something else is being anticipated by the market. It could be a secondary offering to raise cash again. Just a guess. But for this kind of collapse it takes a piece of unanticipated news.
the 6's are almost her and $5.00 is possible thereafter.
All the promotions have fallen on deaf ears.
Hogwash is done. Credibility is zip!

There is just not enough hydrogen trucks out there to support the Tri-gen with Toyota. Nikola iis looking to avoid BK after being a 30 Billion market cap now under 50 million market cap.

https://www.forbes.com/sites/jamesmorris/2025/02/08/hydrogen-has-failed-in-cars-and-it-wont-be-powering-trucks-either/

I believe today is the day FCE goes under $6 ….. $4’s coming IMO NO new contracts as the stock will continue to slide.

2/8/25
Check out @cleanhydro message on Stocktwits http://stocktwits.com/cleanhydro/message/603492011