FuelCell Energy Inc (FCEL) Options

Looks like PPS was around $90 (split adjusted of course) when this post was written. 
Under $4 currently. 
😂 

Doosan cancels 3 hydrogen contracts worth $560 million

https://fuelcellsworks.com/2025/04/02/fuel-cells/doosan-fuel-cell-terminates-major-hydrogen-fuel-cell-agreements-worth-419-1-billion-313-million

92.5 radio show, talking clean coal. Apparently, Trump signed orders prohibiting states from interfering with clean coal and for advanced technologies to be used to make it cleaner.

When he can't admit to the unabated drop in FCEl, he goes to BLDP,Plug, Bloom.
Thid s is the only avenue he has to give him some temporary relief.
Simply put, he doesn't recognize the reasons for the collapse, so he deflects to something else.

Ballard came back to reality, but Bloom is up over 6% and all fuel cell stocks are green

Ballard up 21% pre-market, glitch or news. Did we lower tariffs on Canada?
Look at the 3 positions listed in Texas right now. They added 1 recently.
https://careers.fuelcellenergy.com/search/

"Speed is Going to win" Mark Feasel
https://www.linkedin.com/posts/fuelcell-energy_speed-is-going-to-win-mark-feasel-fuelcell-activity-7305647424423817216-SoCO?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

https://www.linkedin.com/posts/abbytodd_fuelcell-energy-modular-solid-oxide-electrolysis-activity-7309938346691018754-FGfa?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

If this, then that!
" If all fuel cell stocks are green tomorrow we can hope for Wednesday to be a repeat".
HOPE is a bad investment policy.
You're reaching while all along ignoring fundamental truths.
Explain you're record.

Look at the 3 positions listed in Texas right now. They added 1 recently.
https://careers.fuelcellenergy.com/search/

1 day, Ballard,Bloom and Plug up 2%, 4% and 2% while fuel cell was down slightly. I'll take it in this insane environment.. Now if all fuelcell stocks are green tomorrow we can hope for Wednesday to be a repeat.

And the beat goes on. This market will taking no prisoners. The weak will pay a bigger price.
$2-3/sh becoming more likely.

HOW THE EXPERIENCE OF INVESTING IN FCEL HAS BEEN SO FAR

Bloom has a lock on Data Centers. Witness their recent multi-billion dollar award with a major utility.

https://www.google.com/url?rct=j&sa=t&url=https://fuelcellsworks.com/2025/04/04/clean-energy/spain-unleashes-1-5bn-hydrogen-and-green-tech-blitz-to-cement-clean-energy-leadership&ct=ga&cd=CAEYACoTMjM4OTA1NzEzMTU4MjUxNzkzNjIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw0OAopkffEuI6TPCkEjX0Or

Hydrogen hubs most recent update.
https://fuelcellsworks.com/2025/04/04/energy-policy/senators-slam-hydrogen-hub-cuts-call-doe-plan-unlawful-and-destructive

Construction planned to start in 2025!

This is theoretically perfect fit for FCEL.

Thanks for your wealth of knowledge, you are brilliant

More important than your endless nonsense for sure. Pointing out crazy people is important. 

Seems to be too common these days. The anonymity of social media I guess. No guilt in acting like an idiot. 

Nothing in your post has anything to do with FCEL's stock collapse.
As I said the stock has been trending down for 4 years. The last few days of market collapsing only hastened the ultimate downward direction.
Wake up!

That abou sums it up.
Amazing how he carry's on being so wrong and showing no shame.
Total Embarrassment

Thoughts from earlier remain unchanged. Decline today was largely related to Bloom. I think the market has decided they gained too much value and are overvalued. I believe they were over $25 within the last couple weeks, and dropped over 35%. A large portion of that in the past couple days, including 14+% today on heavy volume. Plug and Ballard were near flat today, slightly green. FCEL was up yesterday and seemingly down (7.47%) today in sympathy with Bloom on above average volume. Major markets have had the worst 2 days I have ever witnessed, although historically there have been worse on several occasions but I never saw it. Let's get some Duct Tape on Trump's mouth and hands for a week or so and see what happens.

Thanks for your feedback I'll file it under level of importance.

U get paid by the word or something? Keyboard diarrhea from a clown who has been so frikking wrong for so frikking long lol

Obviously anytime I'm in the red it's not a good thing. However relatively speaking there's plenty to have some optimism about. First off the majority of the time the market is down We are down as much or more. Yesterday the major index is were down huge, And we closed green. Today at one point, I haven't checked recently, The markets were down more today than yesterday. We were down 11% at that time. We were still down a lesser percentage combining today and yesterday Then what the major indexes were down. Bears and market fears are just causing total chaos and basically a bloodbath. So what I'm saying is it could easily be worse. I know for a fact people are sitting with money waiting to pile in right now. Based on our market cap of well under 100 million, backlog of over 1.3 billion, The current status of the global Energy shift/transition, And how we seem to be trying to establish support recently, I'm as confident as ever, There's far greater near term upside potential and long-term outside potential than any possible downside. If market cap simply reaches this year's expected revenue, $180-$200M That means the share price goes up 100%. And anyone being honest and paying attention knows this goes up and will go up much faster than it went down.

It was on its downward trajectory anyway. This market hastened it. That' all.
No LONGS should be surprised.
Thank Trump! One Long still doesn't respect trends,research or company fundamentals. No wonder his results are what they are.

Very concerning, down 10+% on above average volume, but more concerning BE is down over 15.5% on heavy volume after being pounded yesterday. Seems to be an in sympathy drop for us even though Plug and Ballard are only down 2-3% right now. Valuation adjustment on Bloom after doing so well the past few months??

Pre-market sees it as a non-event for FCEL

DOE Identifies 16 Federal Sites Across the Country for Data Center and AI Infrastructure Development

https://www.energy.gov/articles/doe-identifies-16-federal-sites-across-country-data-center-and-ai-infrastructure

Sounds real good.

FCEL up well over 2% on low volume
BLDP down 3.5% in heavy volume, presumably associated with tariffs & Canada unless someone has a different reason
BE down over 8% on low volume
PLUG down over 9% on very low volume
Russel down over 6%
S&P down over 4%
NASDAQ down well over 5%
Dow down well over 3%
Concern about the industry but optimistic about FCEL, it may be related to Market cap bottom under $100M. With $270M cash and $1.3B backlog

the only thing you need to wrap your head around is that pre-split, fcel is down to 15 cents from 29 bucks....or if you prefer, $870 to $4.60...

and none of your silly pondering can change that fact...

This activity is insane. FCEL down 2% on low volume, Ballard down slightly less. Bloom down over 8% (most concerning) and Plug down over 6%. NASDAQ is rebounding a little bit still down well over 4%. Crazy to think if the NASDAQ ends the day down only 3% FCEL might end green. Green on a day like today would be an eye opener for all

https://www.linkedin.com/posts/carbon-capture-storage-europe_were-pleased-to-see-that-ccs-has-been-included-activity-7313585876259786753-ccFF?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

Amazing! I'm sure there are other choice words people could use. NASDAQ down 5.6% and dial down 3.7% in one day. On a day like today with our history I guess I'll be satisfied being down 2.8% on relatively low volume. Although that is kind of odd almost seems like it's a standard obligatory a small daily decline by algorithms. Volume is declining as we move along. I can't wait to see what the volume looks like when we jump over 30% in less than a month.

Has anyone ever seen the NASDAQ down over 4% At the open.

Institutions lauded as the metric to own a stock has been so wrong over many years. Fact is, id investors did the opposite, ie sold or shorted those investors would be sitting pretty now. The company sold shares in the last quarter further diluting shareholder value.
Funning how one Bull keep saying they're flush with cash, while the company dilutes to raise it.
With the market selling off, expect the weak to get weaker.
All that followed the basic underwriting principals on this stock would not have felt the enormous losses they incurred.

These company updates, by themselves, should be more than sufficient to minimally have established support at a higher market cap than 2025 revenue, especially with 2025 50% higher than 24 and 2026 expected higher
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=2ahUKEwiihfqr4buMAxUcrokEHUxRADIQFnoECCgQAQ&sqi=2&usg=AOvVaw3ufaqODto-r2wZFwqZM054
Exxonmobil
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://corporate.exxonmobil.com/locations/european-region/european-newsroom/carbon-capture-technology-field-testing-rotterdam&ved=2ahUKEwiihfqr4buMAxUcrokEHUxRADIQFnoECCAQAQ&sqi=2&usg=AOvVaw3JqyzQLaX7liBo5FZB-_-c
South Korea
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.globenewswire.com/news-release/2024/10/22/2966912/8041/en/FuelCell-Energy-and-KHNP-to-Pursue-Clean-Hydrogen-Production-Projects-in-Korea.html&ved=2ahUKEwj2m6KJ4ruMAxW6rYkEHW5pHxwQFnoECEUQAQ&usg=AOvVaw3bcZlubjPn0K-3bHLjsXmt
South Korea
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://fuelcellsworks.com/news/fuelcell-energy-strengthens-presence-in-korean-market-and-supports-existing-installed-customer-base&ved=2ahUKEwj2m6KJ4ruMAxW6rYkEHW5pHxwQFnoECEcQAQ&usg=AOvVaw08I_NI1XtBrZBBT7rVGn-Z
South Korea
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.hartfordbusiness.com/article/danburys-fuelcell-energy-sells-fuel-cell-modules-to-south-korean-company-in-160m-deal%23:~:text%3Dfor%2520use%2520on%2520the%2520world%27s,servicing%2520the%2520fuel%2520cell%2520modules.&ved=2ahUKEwi5rbj04ruMAxV6l4kEHeY2JSMQFnoECBcQBQ&usg=AOvVaw0pu606UgPAlgAY4tRETXex

CT $160M contract
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://fuelcellsworks.com/2025/01/22/hydrogen-economy/fuelcell-energy-announces-160-million-contract-to-support-hartford-area-grid&ved=2ahUKEwi-0PTb4ruMAxVKlIkEHfssKQQQFnoECCgQAQ&usg=AOvVaw3gH73QwzKOrnQ_dvZXkSm3

Toyota site
https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.toyota.com/usa/environmentalsustainability/carbon/toyota-port-facility-completes-worlds-first-tri-gen-system&ved=2ahUKEwjpp5Da4LuMAxW_C3kGHb7zCZUQFnoECGwQAQ&usg=AOvVaw2FbfdK1u7Vv1fPYPiYzAZl

Odd/interesting day. BE, PLUG & FCEL all had very low volume. Maybe I'm wrong but in my opinion that could be reason for shorts to avoid. Squeeze they might not be able to get out? BLDP had heavy volume and was flat. Bloom down fractionally while fuelcell and plug or up fractionally. I thought we might end up down a Penny. Then to my delight, 15 minutes after the close it was up to $4.84 AH Although briefly. Must be nothing traumatic happened with Congress and tariffs. Shareholders meeting is tomorrow I believe? What's the chances of closing out the week three green days in a row?

there is nothing positive about that article...some of those institutions are desperately trying to average down...but all of them own shares that cost them over 11 bucks per share...even after averaging down...

New York Mellon just gave up and sold, taking an enormous loss...

There it is again, another negative heading on a relatively + article. They always do that. This company sold shares, but the rest of the list is Tutes buying.
https://www.marketbeat.com/instant-alerts/fuelcell-energy-inc-nasdaqfcel-shares-sold-by-bank-of-new-york-mellon-corp-2025-03-29/

A bit concerning seeing Bloom down over 20% from its recent high in less than 2 weeks. Hopefully it's kicking in profits or people shifting some into the other fuel cell stocks. We need green like 3-4 days in a row followed by no consecutive red days at some point in the near future.

so how much revenue (%age wise) do you think FCEL will have from hydrogen in say 2030?

currently it must be less than 5%.

Their SOEC is 2 years late to commercialization but could be on time for some of the projects you link to IF they have sales presence. It seems to me they are hanging their hats on one or two deals brokered via the gov't tied to nuclear plants in Ukraine and may be North America

As previous poster tried to liken FECL to PLUG - it is from a financial disaster point of view but from a market/product mix it is definitely more aligned to Bloom but has had terrible sales and product marketing for the last decade.

The third link you posted (Energy vault) is a PLUG customer.

Hydrogen links,$ kicking in
https://www.google.com/url?rct=j&sa=t&url=https://fuelcellsworks.com/2025/04/01/h2/uk-government-calls-on-industry-to-step-up-with-rapid-hydrogen-power-projects-by-2030&ct=ga&cd=CAEYASoUMTA0MzkyNDg5NDk5MTA2NzA1MTgyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw3SY_gDK4af9aLc7cl2udj3

https://www.google.com/url?rct=j&sa=t&url=https://fuelcellsworks.com/2025/04/01/clean-energy/spain-commits-46-million-to-strengthen-green-hydrogen-manufacturing-capabilities&ct=ga&cd=CAEYACoUMTA0MzkyNDg5NDk5MTA2NzA1MTgyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw2QEZOFpyeJshsprsQCI7B2

https://www.google.com/url?rct=j&sa=t&url=https://fuelcellsworks.com/2025/04/01/energy-innovation/energy-vault-secures-28m-for-world-s-first-green-hydrogen-microgrid-for-pg-and-e&ct=ga&cd=CAEYAyoUMTA0MzkyNDg5NDk5MTA2NzA1MTgyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw3ABpc_BvBkEue4Pvz3sZbg

https://www.google.com/url?rct=j&sa=t&url=https://www.microgridknowledge.com/generation-fuels/article/55278859/will-hydrogen-microgrids-really-go-green-and-become-the-next-big-thing&ct=ga&cd=CAEYCCoUMTA0MzkyNDg5NDk5MTA2NzA1MTgyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw2nOMPYvjXDRn47yBU9Ddr2

FCE is no comparison to Bloom. Bloom is a multi billion dollar company compared with Fuel cell energy there is not really a good comparison. Plug is a better match

Interesting, Bloom is up over 7% seemingly based on news about a contract with ConAgra, for a 15-year power purchase agreement. Two separate locations. I'm certain that's not worth $160M which is the value of FCE most recent PPA in CT. I'll take the sympathy bump. Better than red, but we definitely aren't getting recognition for progress. $400M in contracts over the past year along with other collaborations, MOUs and JDAs, with significant potential. Yet we sit under $100M market cap with $270M cash & $1.3+B In backlog.

The market reflects the realistic expectations of he performance of FCEL. Analysts provide anobjective and thorough analysis of where the company has been past, present and future prospects.
They are not biased as have been seen from some bulls.
Don't be mislead by forward looking statement of expectation. The record will how how unfulfilling they've been.They are promotional in nature mostly based on opinion and as much non-factual. They come with timelines which sounds great. When the expected date is reached and the prediction isn't fulfilled, they just push the date further back,
And so it goes; round and round.
There is not one single professional analyst with a Buy rating on the stock for four years. Yet there are 2 SELLS.
Check the records of the Bull compared to these Analysts.
Get the picture?

the numbers in the next 2 quarters are influenced by the replacement modules contract in SK. That wont happen again for another 7-10 years.

the 10K listed the modules for replacement world wide by quarter and there is a huge drop off for rest of 2025 and 2026. hence the stock price. Need SOEC deliveries (not just research labs) and some data center or other off grid contracts like the one Bloom just got

Exxon of course would be a game changer but the market seems to think it will never happen or at least not under #47.

fundamentals will be crystal clear over the next 2 quarters. If by then we don't see a path to profit, then the fear/concern becomes real

Don't let any bears try to act neutral and throw in factually inaccurate statements to scare you. This company is currently solid, and the numbers and fundamentals will be crystal clear over the next 2 quarters. If by then we don't see a path to profit, then the fear/concern becomes real. June and September!! $270M cash and $1.3B+ backlog. $33M loss last Q but we will see trending + with much less than $30M loss in Q2, if not close to EBIDTA+! Figure $25M loss average for easy math is 8 quarters before there would even be a going concern. PORTHOS is operational by Summer 26, as is the new CT project (cash flow +) which is 5 Q out.
2 contracts added $320M to backlog. Other smaller contracts bring the total to about $400M in the past year alone. I expect at least another $200M this calendar year, total $600M.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176001954 $FCEL

$10.03 Analysts Ave price target
https://www.google.com/url?rct=j&sa=t&url=https://www.marketbeat.com/instant-alerts/fuelcell-energy-inc-nasdaqfcel-given-consensus-recommendation-of-reduce-by-analysts-2025-03-30/&ct=ga&cd=CAEYAioUMTIxNDI1MzYwNjc2NTQyNTYyODMyGjNmNmMxMjhmMjMzNGE4Mjg6Y29tOmVuOlVT&usg=AOvVaw0SVOIUGGvmF2IobvxK6pLK

FCE new low and going under $4 soon !

Going down slowly to $3