FuelCell Energy Inc (FCEL) News

The downfall will continue and $5 seems unavoidable. My question is that $3 could be very possible once this hits $5.00 . Reason being is that the restructuring will cost more than anticipated with this current management. IMO

The stock continues in collapse mode on its way to $6.00 ; possibly lower.
This, despite a flood of promotional posts desperately trying to buck the market, the analysts, the technicals, fundamentals and logical thought.
The unconvincing plethora of posts flooding the board here and elsewhere has fallen on deaf ears. All for the right reasons.

CCUS is a must Now, not in 2030. Good read regarding upcoming presentation
https://www.linkedin.com/posts/earl-goetheer-20982b7_carbon-capture-utilisation-storage-expedition-activity-7293182341970067456-YR95?utm_source=share&utm_medium=member_android

Interesting, very interesting! Several connections to FCE with INL and Engine #1 through board of Exxonmobil. And referencing need for more power for Data Centers with Nat gas and SMR with the later not being built until the 2030s. If Chump wants to push nuclear, SMRs will be a go before 2030! NuScale already jumped through hurdles for getting theirs approved at time of initial announcement with Fuelcell.
https://endeavor.omeclk.com/portal/wts/ug%5Ec%7C9ehAg-qe%7CB04qjDfvzv2%7CkbzB%5ERbe83aF0CnngneesjPcEF2PPyPqr%7CCqkBEOtr9ra

Nice ! Good for you and thanks .

I was just reminding you that FCEL is not the only stock in town. Just made a ton from QNTM.

https://www.stocktitan.net/news/PLUG/plug-launches-industry-s-first-spot-pricing-for-green-iho2pkv2kivx.html $FCEL

FuelCell Energy, Inc. $FCEL recently did a reverse split

Exxon Mobil’s post will do nothing to FCE stock.If Exxon could see an opportunity with FCE with the current market of under 180 million they can offer 500 million but I don’t see Exxon buying them out . At least not this year. IMO

Exxonmobil post 6 hours ago!!!
https://www.linkedin.com/posts/exxonmobilbenelux_innovationfund-exxonmobil-exxonmobilrotterdam-activity-7293546758003970050-_Aak?utm_source=share&utm_medium=member_android

It has nothing to do with FCE … it’s a Cannabis company and I saw that it surge 181% in one day. It’s not happening here anytime soon . IMO

The restructuring of FCE may or may not be successful and with the new administration the hydrogen sector is not looking good . Nikola may go BK , PLUG was just downgraded….. I smell a rotten egg here . Time is running out for FCE if they don’t show new contracts of valuable income then watch very closely. IMO

PORTHOS update
https://www.linkedin.com/posts/porthos-co2_carbonaatbrandstofcel-klaar-voor-rotterdamse-activity-7293291424446361600--Gjn?utm_source=share&utm_medium=member_android

https://www.linkedin.com/posts/porthos-co2_carbonaatbrandstofcel-klaar-voor-rotterdamse-activity-7293291424446361600--Gjn?utm_source=share&utm_medium=member_android

FCE better get some NEW contracts soon because the Nikola effect may rub off here .Look at PLUG has some analysts at $1.00 PPS . FCE has some analyst at $5.00 as well. Be patient and don’t buy now . IMO

Well NKLA NICOLA looks like it may file bankruptcy protection and this is just a reminder how the hydrogen industry is doing after having a market cap in the billions . I’m not saying that FCE will do the same but they are still not out of the woods .

Trading at less than 25% book value!!!!
It's a steel under $30
https://www.investing.com/news/company-news/fuelcell-energy-begins-hydrogen-efficiency-test-at-idaho-lab-93CH-3853788

What are small modular reactors and why does UK want to build them? https://www.theguardian.com/environment/2025/feb/06/what-are-small-modular-reactors-and-why-does-uk-want-to-build-them?CMP=share_btn_url

Did anyone see what happened to QNTM the past couple days?

Did anyone see what happened to QNTM the past couple days?

Please read closely from Jason Few's intro where he suggests looking at the next slide, slide 4! He referenced preparing to ship to INL during the call, they did so, it's now installed and undergoing testing. The restructuring and focus is parallel to Randy MacEwen statements regarding restructuring to adjust to a challenging environment. The focus is on growing the current commercially available tech and profitability putting growth of other tech 2ndary until growth is ready to go. Seeking the right partners for such. "Profitability" focus, with progress towards such would be HUGE! Again, read from that slide 4 statement! This paragraph is key. Cash is NOT an issue!
The path to growth is not always direct or linear. We are proactively taking action to respond to what has been a challenging environment for our industry. We are reducing spending, hyper-focusing on tangible commercial opportunities and progressing toward profitability. While the restructuring was a difficult decision, we believe it is the right decision to protect our competitive position and put us in the best position to close market opportunities.

Please read closely from Jason Few's intro where he suggests looking at the next slide, slide 4! He referenced preparing to ship to INL during the call, they did so, it's now installed and undergoing testing. The restructuring and focus is parallel to Randy MacEwen statements regarding restructuring to adjust to a challenging environment. The focus is on growing the current commercially available tech and profitability putting growth of other tech 2ndary until growth is ready to go. Seeking the right partners for such. "Profitability" focus, with progress towards such would be HUGE! Again, read from that slide 4 statement! This paragraph is key. Cash is NOT an issue!
The path to growth is not always direct or linear. We are proactively taking action to respond to what has been a challenging environment for our industry. We are reducing spending, hyper-focusing on tangible commercial opportunities and progressing toward profitability. While the restructuring was a difficult decision, we believe it is the right decision to protect our competitive position and put us in the best position to close market opportunities.
FuelCell Energy, Inc. (FCEL) Q4 2024 Earnings Call Transcript https://seekingalpha.com/article/4745380?gt=6545cde1713c7d3f

On a final note, We may not get any revenue from Sacramento in Q1 or Q2, as I'm not sure how much we are getting or at what stages. We recognized $7.7M in Q4 from that project. I'm guessing the remaining might be the same, and paid after commissioning? But that may in fact be all the cash received if on a 20 yr PPA.

Canada on Carbon Capture
https://www.ualberta.ca/en/news/news-releases-and-statements/announcements/2025/january-2025/energy-systems-expert-receives-nearly-2m-to-help-canada-reach-net-zero-emissions.html

When you have news like today with No real significance behind it and what I mean by that is NO contract with the mention of $$$ this is how the market reacts with a 2-3% surge which most likely will be erased in the coming days. IMO

No! Many unhappy investors are more than dissatisfied with the performance of this company over the years. They've lost a ton of money believing better times were coming.
They placed their faith in permoters and pumpers who never told of the company's fundamentls,and the thorough analyst research. Instead they were given false information on technicals, price expectations, Instead they dismissed the message of the market and instead blamed shorts and manipulation.
Suffice to say those who provide this kind of information has proven a worthles source of information as shown by their results.
I think we know who in particular fit that description.

you might want to read Randy MacEwen message I posted this morning, this is not a Jason Few or sales issue. Many unhappy investors are quick to point fingers projecting blame and anger making factually inaccurate claims because of market issues with this sector related to national and global politics and bureaucracy.

you might want to read Randy MacEwen message I posted this morning, this is not a Jason Few or sales issue. Many unhappy investors are quick to point fingers projecting blame and anger making factually inaccurate claims because of market issues with this sector related to national and global politics and bureaucracy.

Awesome WTM reposting
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

Randy MacEwen from Ballard with a very thorough and insightful overview of Hydrogen and fuel cells 24, 25 and moving forward.
Very highly advised reading. Keep in mind, this is related to FCE restructuring with focus on currently marketable products with more near term impact on moving towards EBIDTA+. Although the future looks bright for some (I believe Ballard included) not all will succeed and some will obviously be more successful and sooner (FCEL). I believe MacEwen is a very good CEO, but not quite on the level of Few.
https://blog.ballard.com/2024-challenges-silver-linings-and-the-road-ahead

In May 2021 blackrocks fcel holdings were worth $300 mil…. They are now worth $10 mil…

“Yeah, I doubt Blackrock has a clue what they're doing, right???”

Sounds right to me…

Idaho National Laboratory Testing of FuelCell Energy’s Electrolyzer to Show Further Commercialization Opportunity for Nuclear Power Plants
Feb 06, 2025
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

RIGHT!

All the Institutions so lauded in having huge interests in FCEL are down huge.. Turns out Blackrock is the HOGWASH of the group.

Yeah, I doubt Blackrock has a clue what they're doing, right???

“Blackrock bought 15+M shares end of December for $1.66”

And already they are down $4.4 mil…

“Low risk, very high reward.”

Yea…that’s what blackrock thought…

Lol

Down again. Up days vs Down days has a ratio of 1 to 12 confirming the trend for 4 years.
The Buying support just isn't there. NO WONDER! ANSWER is FOUND IN THE 3 F's. Financials, Fundamentals and FEW.

Ballard moving nicely on heavy volume. So I checked it out. Blackrock bought 15+M shares end of December for $1.66. just bought some $1.50 call options for end of March at $1.37 a share for $.12. Low risk, very high reward.

PLUG has ingenuity as opposed to the Lazy ass ( donkey ) CEO Jason Few.

https://www.ir.plugpower.com/press-releases/news-details/2025/Plug-Launches-Industrys-First-Spot-Pricing-for-Green-Hydrogen/default.aspx

The military has previously stated they are all going to load up with microgrids or nano grids. The Army's 1st, quoted as such. Fuel cells are 24/7 quieter and much cleaner than diesel. FCE has worked with military dating back to 2001, most recently in Groton at the Nuclear Sub Base for a 7.4MW power plant! MILITARY has practically endless funds, a larger budget than most countries.
https://www.microgridknowledge.com/military-microgrids/news/55265167/us-army-unveils-its-first-hydrogen-powered-nanogrid

Barron's
https://www.barrons.com/articles/exxon-gas-power-nuclear-52ebd242

https://www.microgridknowledge.com/military-microgrids/news/55265167/us-army-unveils-its-first-hydrogen-powered-nanogrid

Well one Green Day out of the last 10 is expected and nothing to be alarming about . I expect the downfall to continue in the near future. IMO

Oops

Very light volume translates into a lack of buying interest or strength. Sellers took a day off.
There's nothing to be made of this day except to say all trends continue down.

508k shares at 2.45pm. I get this vibe we end at 900k and at or close to $7.80.

Wow! Hogwash writes a book on the performance of FCEL. Says its going to $100 by 2026. Last time he did that it was $29.30 when it promptly fell for 4 years and never looked back.
The pump is in. But ask him to explain why no one buys his story.
His credibility is gone due to failed calls.
The payment for such a rant is $2.95 per pump. He's made a tidy sum over the years with these kind of posts. But everone else lost big.
Do your own diligence on his record.

Facts: please, fact check, do your own diligence before making investment decisions!
2019 there were minimal incentives for fuel cells. The industry was still in its infancy.
Fuelcell Energy was losing millions per Q with insignificant revenue.
Backlog was only future revenue expected from projects in progress.
There was a going concern issued indicating a realistic potential for bankruptcy.
They hired a reputable restructuring company and ultimately hired Jason Few as CEO. He was a board member at the time with a remarkable resume to say the least.
Since the: 5 year plan, paid off toxic debt, warrants etc. maintained ,$300M cash & equivalents
Hired people with proven track records in key rolls, including financial management.
Beefed up board with accomplished diversity.
Connected politically
Executed backlog on several high profile projects and more than DOUBLED RECURRING REVENUE from generation
Received monetary & policy support nationally and globally for our advanced patented technologies.
Continued receiving patents for our tech.
Extended long standing JDA with Exxonmobil
Expanded JDA allowing FCE to work with others to help expedite commercialization of tech.
Signed first commercial CCUS project with XOM
Signed 7 MOUs to develop and commercialize
Signed a handful of new contracts
Vastly improved financial strength through Continuous monitoring and improvement process, Tax equity financing, and recent restructuring
2 contracts in less than 12 months total over $320M
Substantial business is expected for total addressable market of over $1T!
OPINION combined with Fact!
South Korea, California, Connecticut, Canada, and Europe (Diversity) expected to bring in new and/or repeat customers in 2025 and moving forward.
MARKET CAP in 2019 bottomed around or just under $100M! CURRENT had a low of $5.44 post split with recent support just over $7. $5.44 & $7 (that's $111 and $147M assuming 21M shares of recent) are both tremendously undervalued with over $300M cash, $1.2B backlog and $BILLIONS of short term opportunities! NO THREAT of BK in the foreseeable future, even if things don't improve over the next year. But they will, GLOBALLY! MARKET CAP should minimally exceed cash and Equivalents, worst case scenario, which would be over $14 assuming 21M shares. But more realistically should be 2-3x that, which reinforces my suggestions since the RS! $30-$50 is still my target no later than June. High end, given political support in the US and any other significant developments could easily result in $100+ in 2025, and even as soon as June.
And if my time frames are off, or there are delays due to politics or the economy, this will still break $100 by end of 2026! From these levels, that's over 1,300% in less than 2 years! We gained over 1,400% in less than 3 months on our epic run December 2020-February 2021!

Expected increase in Data Centers. Few has referenced opportunity in Data Centers for 3-4 quarters I believe. I'll have to go back and look at the transcripts. Fuelcell Energy should be announcing a Data Center deal soon. Hopefully no later than Q2 call (early June) when I expect a massive change in FCEL outlook!
https://www.nextplatform.com/2025/02/03/the-gigabucks-going-into-datacenter-gigawatts/

https://www.energylivenews.com/?p=348588

https://www.google.com/url?rct=j&sa=t&url=https://fuelcellsworks.com/2025/02/03/energy-policy/eu-chile-interim-trade-agreement-enters-into-force&ct=ga&cd=CAEYAioTODg0OTY2ODYzODAwOTA4NjI0NDIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw1S374EIetpwolNhLVwZQTh

https://www.google.com/url?rct=j&sa=t&url=https://fuelcellsworks.com/2025/02/03/hydrogen/h2-global-energy-finalizes-initial-studies-for-green-hydrogen-and-ammonia-plant-in-morocco&ct=ga&cd=CAEYAyoTODg0OTY2ODYzODAwOTA4NjI0NDIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw3WP4eyLVqQqblwmAGrP_qo

https://www.google.com/url?rct=j&sa=t&url=https://fuelcellsworks.com/2025/02/03/green-hydrogen/top-end-energy-acquires-serpentine-energy-advances-natural-hydrogen-project-in-kansas&ct=ga&cd=CAEYBCoTODg0OTY2ODYzODAwOTA4NjI0NDIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw0J6lD-cXPnpNvbC0BsuV7o
Related to Exxonmobil goals with hard to decarbonize industries
https://www.google.com/url?rct=j&sa=t&url=https://fuelcellsworks.com/2025/02/03/green-investment/blastr-green-steel-secures-funding-to-pioneer-hydrogen-powered-low-co-steelmaking&ct=ga&cd=CAEYBSoTODg0OTY2ODYzODAwOTA4NjI0NDIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw0YTh3iX_q9B67unbcJKzXR

Important, read closely
https://www.stocktitan.net/news/FCEL/fuel-cell-energy-technology-to-be-used-in-sacramento-wastewater-7bwpbsniljc7.html

I like this resume which is definitely related to recent restructuring with focus on EBIDTA
https://www.linkedin.com/in/guenther-brandstetter-96a80b135?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app