FuelCell Energy Inc (FCEL) Options

FCEL is in the process of moving from claims to reality with INL!
https://www.h2-view.com/feature/column-hydrogen-electrolysers-must-move-from-manufacturer-claims-to-measurable-reality/2128026.article/?

UK investing big
https://www.hydrogenfuelnews.com/uk-commits-500-million-to-hydrogen-infrastructure-in-push-for-industrial-decarbonization/8571275/?awt_a=1jpsU&awt_l=NIGEt&awt_m=h_Nk3JFQZu5DlsU

Toyota going big and FCE has been part
https://pressroom.toyota.com/toyota-expands-commitment-to-hydrogen-society-with-fleet-infrastructure-and-next-gen-system-debut/

Toyota Dynamometer 1.2MW stationary fuel cell!!!!! Touting TMNA and FCE Tri-Gen
https://pressroom.toyota.com/toyota-establishes-hydrogen-headquarters-to-accelerate-advancement-of-fuel-cell-technology/

They will figure out what to do with those blades sooner or later…until then, keep making more and more of them…

FCE product is 93 or 94% recyclable. Look at these wind blades
https://www.linkedin.com/posts/activity-7340108420412297217-u35G?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

TuNur, Oando, MHB, IBM, South Korea (KEPCO), Diversified Energy & Tesiac, Ameresco (Sacramento), Hartford, UCONN, All these are Nuclear (Idaho National Labs, KHNP, CNL), US DOE, and Exxonmobil, all currently working with FCE!
$1.3B backlog and $240M cash. Restructuring to cut spending 30%, accelerating time to Profitability.
No way market cap should be less than $200M, currently around $130M. Share price should be over $8 for sure, and should be very shortly. In my opinion, no later than end of July, but with any significant news, could be immediately!

Just look at all the headlines
https://www.qcintel.com/hydrogen/article/brazilian-industry-to-push-for-green-hydrogen-cooperation-with-germany-42819.html

I have continuously discounted the amount of traders and short players that have entered the market over the past 10 years. Obviously there was some massive growth leading up to and after the conference call. Which clearly means there's no reason for the stock to decline other than some brief profit taking People are afraid of losing that profit after a couple of days decline and the ongoing trading and shorting from the players. Seems like we might need to wait until the next big deal or Q3 results whichever comes first. The stage is set and I would be glad to have the opportunity to buy in at this price or lower. So I won't be upset at all if the share price does not go up from here for the next 3 weeks. That said, I still maintain as much confidence as ever about double digits no later than the end of September

I have continuously discounted the amount of traders and short players that have entered the market over the past 10 years. Obviously there was some massive growth leading up to and after the conference call. Which clearly means there's no reason for the stock to decline other than some brief profit taking People are afraid of losing that profit after a couple of days decline and the ongoing trading and shorting from the players. Seems like we might need to wait until the next big deal or Q3 results whichever comes first. The stage is set and I would be glad to have the opportunity to buy in at this price or lower. So I won't be upset at all if the share price does not go up from here for the next 3 weeks. That said, I still maintain as much confidence as ever about double digits no later than the end of September

I have continuously discounted the amount of traders and short players that have entered the market over the past 10 years. Obviously there was some massive growth leading up to and after the conference call. Which clearly means there's no reason for the stock to decline other than some brief profit taking People are afraid of losing that profit after a couple of days decline and the ongoing trading and shorting from the players. Seems like we might need to wait until the next big deal or Q3 results whichever comes first. The stage is set and I would be glad to have the opportunity to buy in at this price or lower. So I won't be upset at all if the share price does not go up from here for the next 3 weeks. That said, I still maintain as much confidence as ever about double digits no later than the end of September

FCEL Rally Consensus Zacks
https://www.zacks.com/stock/news/2494399/wall-street-analysts-believe-fuelcell-energy-fcel-could-rally-3958-heres-is-how-to-trade?cid=CS-STOCKTWITS-HL-tale_of_the_tape|consensus_price_target-2494399&adid=SYND_STOCKTWITS_HEADLINE_TALEOFTHETAPE_551_2494399

45V Hydrogen Production Tax Credits on the table in the Senate

https://www.hydrogeninsight.com/policy/clean-hydrogen-tax-credits-still-on-the-table-in-senate-talks-on-us-budget-bill-report/2-1-1831682

BREAKING
UK Government announces Scottish Acorn carbon capture project funding

"I'm still very confident we have a legitimate shot at $8 this week and even more importantly $10 this month"...

you've been confident during all the hundreds of times you were wrong from $29 all the way down to 11 cents....the fact of the matter is, you have absolutely no clue what is going to happen with fcel at any given time....you just pump it no matter what...

Profit taking was 100% given just a question of whether or not it's going to be one day or two. I'm guessing we see green at the end of the day tomorrow. After being up over 50% from the support level in the last 2 days, In over 110% from the intraday low in the past month, There's no way this was going to keep running without at least one down day. Friday morning all investors would have been perfectly happy had they known it was going to be over $6.50 today. I'm still very confident we have a legitimate shot at $8 this week and even more importantly $10 this month

CCS: Perfect Storm forming in Texas.

EPA proposes giving Texas authority to oversee CO2 injection permits

https://www.reuters.com/sustainability/boards-policy-regulation/us-epa-proposes-giving-texas-authority-oversee-co2-injection-permits-2025-06-09/

as a month ago or somewhere there abouts, average volume was under 1 million shares a day. Now it's up to 2.6 million and we surpass that by far with 10 minutes left in the trading day. We are almost exactly 100% up from the intraday low about a month ago. At the moment, We are easily above a 3-month closing high. I'm extremely confident in September after the Q3 call This will be well into double digits, which could easily happen this month.

Valuation! This is still vastly undervalued. Let's look at some facts. 1) the company is currently discussing moving toward profitability which they never do. They've taken measures to accelerate timetable to profit. 2) increased backlog to $1.3B.
3) expanded on relationship with Exxon Mobil and MHB in the past year and established a couple of new relationships to appear to have a lot of potential. 4) 1st commercial carbon capture projects is progressing on schedule with ExxonMobil. 5) $240M cash and equivalence
Market cap at $10 per share would be approximately $220M market cap. 6) 52 week high is around $25.
7) Market cap reached approximately $10B In early 2021 without any discussion or vision of profitability. 8) SP would have to be almost $11 to equal cash and equivalents. There's no current reason for the stock to be valued at least at cash value, If not a 52 week high.

UK, thank you for the insightful response.

Perfect Storm for FCEL forming, imo.

Doug Burgum discussing energy starts at 4:00 minute mark.

The entire energy landscape has changed in the last few months. All about Nat Gas now. Nuclear in future. Wind and solar are out, unless the can make it without subsidies.

Not sure why hog has me blocked, I try to be factual about their situation.I would wait 7ntil we see someth8ng from their datacenter partnership.  It seems odd to announce without any deal. Bloom did similar but with the first site contracted.  Also West Virginia isn't know for datacenter sites (yet?).Exxon CCS is still waiting but once the first test system is commissioned we should see some data.So waiting for one or the other to happen, the current customer renewals stop this year so need these to get revenues for 2026.

Doubtful. I blocked him many moons ago

amazing...i critiziced for years all the hiring that Few did because he thought he would get so much business and billions of dollars of free Gov money....i asked how in the hell do you hire many hundreds of new employees based on a hope and a prayer...

of course hedgehog and others insisted it was a brilliant move...smh...and now Few finally admits it was utterly stupid and will only hire based on signed contracts and not hopes and dreams...he has been forced to lay off many employees and only has 400 left??....

revenues are up 67% but losses have STILL increased....if let me repeat, revenues went way up but not only did they NOT manage to cut losses, but instead those losses INCREASED!...

Few says he wants to scale back on on all the happy pie in the sky crap hes been trying to promote as well as research on all the fancy bs they have been doing...instead, he now wants to focus on their core tech and do what they do best...THATS WHAT I HAVE BEEN SAYING THEY SHOULD DO FOR YEARS NOW!...

“cessation of the majority of development efforts with respect to our solid oxide technology.”

i thought that was supposed to be the crown jewel...business must really be bad at fcel...

theres only about 5 people that post on this board anymore...maybe less now...and you have half of them on ignore....i wonder how it is possible to moderate a board when you cant see half the posts?....it really doesnt get any dumber than that...

there were only 2 posts yesterday...and neither of them had anything to do with hopester...so no, no one mentioned him yesterday...

SMGDH

is it bashing if you say for years that the stock is in a longterm downtrend and has no where else to go but down...and the stock does fall and fall and fall to the point where it has to be rescued with a 30-1 reverse split...and then still continues to fall?...

you pumped the stock for years and have been proven DEAD WRONG...hopester said the stock would drop and he has been proven ABSOLUTELY CORRECT....

but hes a basher...

LMFAO

hopester hasnt posted in a while and you are desperate to know why...YOU havent posted in while but insist the reason is irrelevant...

smh...why am i not surprised...clearly nothing much has changed with you...lmao

CT Insider FuelCell Energy

https://www.ctinsider.com/business/article/fuel-cell-energy-job-cuts-danbury-torrington-ct-20364962.php

I had him on ignore for quite a while so I didn't notice. But I believe someone else mentioned it yesterday. Their thought aligns with mine, which is that he was a paid basher or involved with shorting and no longer sees any benefit from shorting so has moved on. Or his boss has moved him on to another board.

Hey Hog, haven't posted in a while - matters not why. But I have noticed that our dearly "departed" friend Hopester has stopped bashing (at least for now). Anyone know what happened to Hopester? His posts were, at a minimum, always entertaining . . .

UK, are you warming up to FCEL as a good investment?

Read very closely
https://pressroom.toyota.com/toyota-launches-new-commercially-focused-hydrogen-business-website/
We are definitely getting more work with Toyota
https://www.toyota.com/h2solutions/

https://www.linkedin.com/posts/dr-david-novak-phd-95516220_no-matter-what-color-hydrogen-is-its-coming-activity-7335219293317476352-889p?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

Link to Q2-2025 Financial Results & Business Update Presentation https://s21.q4cdn.com/256256048/files/doc_financials/2025/q2/FCEL-Q2-2025-Financial-Results-Presentation-FINAL.pdf

Perspective and facts.
Intraday lol historically was $3.63 and that was about a month ago. $6.53 would be an 80% increase over that intraday low. We also tested our 3-month high today. I believe we surpassed it but it doesn't look like we're closing over it. I've traded over 11 million shares with about 40 minutes left in the day, we're going to end up about 9 times the normal average volume. Average volume is 1.5M which is up over 50% from what it was a month ago. Backlog is 1.3B. I haven't had time to read the filings from today but I'm relatively confident they are over 225M cash and equivalents. Market cap at $6.50 is approximately 140M. Far less than backlog and cash in equivalent . This company was so badly undervalued before today it's unspeakable. Still vastly undervalued at $6.50. Bears might be able to rationalize a 250 million dollar market cap, But that would still put the share price Well over $11. And that should be the absolute worst case scenario.

really need to learn how to copy real urls..
https://investor.fce.com/press-releases/press-release-details/2025/FuelCell-Energy-Reports-Second-Quarter-of-Fiscal-2025-Results/default.aspx
looks good

https://u29265312.ct.sendgrid.net/ls/click?upn=u001.AGVir0q-2FyZWbZ5ev3cZBUkEleMvRVzeSDmm68mD8cr13GDagsfw6w1sfhJ8dxDUGVZH0yIbpjC3dMDbQG5Y1IbpvK5eX1NeeWGtkw-2FtAhx35Y9ktNVbnoNaZQ7fwn5T47LqTsIjMni9aq0m-2F2sFrKSGpIVDBHGJ14qRrBaDVmQJYBfgQy1nAQfMhNRP-2F6Tu9e-2FSwozqj8mp-2BkRjpbxpF7Q-3D-3D3YJL_FLPzT2gB4L4-2BGAeomRFoIkV8JLL6vIhz-2FCbDV-2BLOv-2FBGaGJCPvB-2Fqu8tNctOSA6PcdyqIcWisY6kkpNN1CTW-2BdQYb3lx9Lv96x3oKAqeGZPfrJxIF0mUAzmUd-2BONrBLuClohFJxZ3KwdHfjuzdWGTptOMdWiEkDAhmS7-2FGTJAeu0w0CTbfIQOmtKcUxIPd2o3IChPKLilyEHLVs2MM769QzCNQrY8NLqkau8OeDJaxiUOdVUwvi7aoTRDIojNu6qUv6teca9dKdrYde3RU5-2BIn-2B3StzNIrrK-2Ff7JbPoN2IJKeqVB8RMBcxBgLWnAudVuL-2Bz5l7bY2Tx376n3ukf0vRqZT4tPNnpYzp-2FlPeMqU7cDrcj49bpyv7BV3gaTfC9S

May 5
https://aistech.secure-platform.com/site/gallery/rounds/82011/details/15243

https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://corporate.exxonmobil.com/-/media/global/files/carbon-capture-and-storage/fuel-cell-infographic_downloadable.pdf&ved=2ahUKEwjrw_Sc-9aNAxXcFmIAHW8mA8AQFnoECDIQAQ&usg=AOvVaw0KaRJjyu2CeTge_lwwyhT6

Well, we held the "ideal support level" I suggested earlier today, prior to the boom. We haven't closed over $6 "YET", but earnings are Friday. And after today, and this past week/month, the share price appears far more likely to hold over $4.86, but certainly over $4.40, & surpass $6 then to fall below support. Chart looks very bullish for 30, and mildly bullish for 90 days. $7 makes the 90 day look extremely bullish. Gotta have decent earnings with + news & + outlook! Can should pop over $7, opening the path to $10 and an impressive chart.

https://www.linkedin.com/posts/fuelcell-energy_fuelcell-energy-product-manager-lukas-pusterhofer-activity-7335789261499117568-P0B4?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o

Although $4.86 support would be ideal right now, support over $4.40 is still progress keeping bullish chart in tact, with new high closing over $6 at some point next week, ideally $7!. $7, makes 3 months look as strong as 1 month and opens the door to $10. $7 is less than $$160M market cap and $10 is under $220M market cap. Current cash & equivalents is over $220M and could be $250M, pending Q2 results and ATM. Shares should still be at 22M or less. KEEP IN MIND, they only had $198M in shares to sell ATM, as of last 10K. That is a + for share dilution which according to the most common complaint is a good thing. However, that limits financial strength. I doubt highly they are selling anything ATM at these levels that aren't absolutely necessary.

So if the pps goes up, it’s a wonderful thing…but if the pps goes down, it’s meaningless?…

LMAO!….no wonder you have lost a fortune on fcel….SMGDH

Irregardless of the days chart and volatility there are several key fundamentals and technicals to be aware of. 1) today's volume is largely based on 2 minutes of trading responsible for about 90% of the volume. So the day is basically meaningless in my opinion. Looks like testing and searching for where support is going to be. Looking at the one month chart we are still in a bullish pattern. The one month will maintain a very bullish pattern if we hold support over $4.40 and clothes over $6 at any point next week. That would also mean earnings were at least respectable and Outlook is at least partly optimistic. If we are fortunate enough to close over $7 the 3-month chart will start to look moderately impressive.

Volswagen making massive investment to make Trump happy.

https://www.theguardian.com/business/2025/may/30/volkswagen-to-make-massive-investment-in-us-to-avoid-tariffs

Hydrogen ???

https://www.motortrend.com/news/volkswagen-hydrogen-fuel-cell-long-range-tech

Good news for FCEL on the 45ZCF-GREET update on the modeling tool to account for new feedstocks and methods of production for natural gas from coal-mine methane...unsure about Exxon's alternative fuels/feedstock plant award cancellation...there wasn't any FCEL news about Exxon receiving the award to replace natural gas burners to run on hydrogen. A FCEL mcfc can still be utilized for carbon capture and create hydrogen and electricity as the plant runs on natural gas.

Exxon Baytown TX $331M Award Cancelled of $3.7B Clean Energy Funding

"According to a list seen by Hydrogen Insight, this award cancellation includes more than $331m that had been awarded to ExxonMobil’s planned replacement of natural gas burners for its olefins plant in Baytown, Texas, with equipment capable of running on H2."

"These burners are currently used in steam cracking furnaces to produce ethylene, a chemical feedstock used in textiles, synthetic rubbers, and plastic resins."

https://www.hydrogeninsight.com/policy/trump-administration-pulls-3-7bn-in-clean-energy-funding-including-more-than-331m-for-exxonmobil-hydrogen-project/2-1-1826779

DOE updates 45ZCF-GREET model for alternative fuels

"The U.S. Department of Energy (DOE) Bioenergy Technologies Office today removed barriers to domestic bioenergy production by updating its 45ZCF-GREET modeling tool to account for new feedstocks and methods of production, including ethanol from corn wet-milling and natural gas from coal-mine methane.

https://www.energy.gov/eere/articles/energy-department-expands-access-thriving-alternative-fuels-market-0

Betty Shaffer liked this on LinkedIn
https://www.linkedin.com/posts/nuclearenergygov_nuscale-powers-uprated-smr-design-approved-ugcPost-7334192953462075394-fJny?utm_source=share&utm_medium=member_android&rcm=ACoAAD0kMAgBCjdlnBi58ae16C413y05wUfF-9o
Collaboration between FCEL and a Nuscale
https://www.nuscalepower.com/press-releases/2022/nuscale-power-signs-research-collaboration-agreement-for-clean-hydrogen-production

https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=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&ved=2ahUKEwjwzJ3UysuNAxU0F1kFHTmjBnAQFnoECB4QAQ&usg=AOvVaw3pNst2M4u30JniskmBsppp

Hot off the presses
https://cm.h2-view.com/t/t-l-gelull-tlttwkidr-d/

Let's not lose track of the facts. $5 is a good win for the week and for the month. $5.50 is a huge win for both. $7 makes the 3 months chart a +! Current market cap is just over $120M but they still have over 2X that in cash & equivalents. Pre-split market cap was $200M and we bounced off an intraday low of $3.63 less than a month ago. Average volume was then around 700k a day and is now over 1.3M a day with at least a couple days over 3M. Someone has been accumulating shares and is a very happy camper.

June 6, 10am conference call! Friday! Hm, that good or bad. Stick shorts through weekend. 1 of 2 things going on. 1 Either buy on rumor, sell on news with $ expecting a great call, or, 2 $$ figured out how severely undervalued the SP is and is accumulating. This doesn't run from $3.63 to $5.78 in short time in no facts!!

I googled 'Musk hydrogen' and this is what Mr. Google wrote:


AI Overview

+10
Elon Musk has a complex and evolving relationship with hydrogen. While he has been a vocal critic of hydrogen fuel cells, particularly for cars, he has also recently expressed interest in hydrogen technology, potentially as a backup or complement to electric vehicles. His views have shifted over time, with early dismissals giving way to a more nuanced perspective on the potential of hydrogen.


Early Criticism:

Musk has repeatedly criticized hydrogen fuel cells, describing them as "extremely silly" and "fool sells".
He argued that hydrogen for cars makes no sense due to the inefficiency of splitting water or cracking hydrocarbons to produce it.
Musk has also pointed out the challenges of hydrogen storage and transportation.


Recent Interest and Potential Shift:

Despite his past criticism, Musk has recently shown interest in hydrogen technology.
He may be exploring hydrogen as a way to diversify Tesla's product offerings and stay competitive in the face of growing competition from other EV manufacturers, especially in China.
The potential for hydrogen to provide a clean energy solution, particularly in areas where electric vehicles are not practical, may also be a factor.
Musk's recent comments suggest a more nuanced view of hydrogen, possibly recognizing its potential as a complement to electric vehicles.


Key Considerations:

The efficiency of hydrogen production and storage is a key issue.
The cost of hydrogen fuel cells is also a factor.
The infrastructure required to support a hydrogen economy is a significant challenge.
The potential for hydrogen to be a clean energy source is appealing, but its practicality remains to be seen.
In conclusion, while Musk's views on hydrogen have evolved, his skepticism remains a factor in his approach. He is likely exploring hydrogen technology as a potential tool for diversifying Tesla's offerings and staying competitive, but he is also aware of the challenges and limitations of the technology.

I'm optimistic about Japan tariff negotiations.

Some articles I have read recently tell me the following:

1) Alaskan LNG pipeline is a major issue. There will be a meeting in Alaska on June 2nd with Japan South Korea and Taiwan all attending.

2) There will also be a summit about Alaska energy from June 3rd to June 5th about sustainability. This Summit will be attended by both Secretary Burgum and Secretary Wright.So it will probably have major energy implications.

3) Trump has stated that he wants a resurgence of shipbuilding in the US. The richest guy in Japan, named Son, has proposed the idea of a US Japan joint shipbuilding sovereign wealth type of fund. This is important for H2 because the article state that the next generation fuel will be ammonia fueled ships. For anyone paying attention, ammonia is based on hydrogen.

4) The 800 pound gorilla is the proposed tariffs on cars. Japan wants those tariffs removed as does South Korea. These two countries are huge into fuel cell cars. Therefore, it is quite possible that there will be talk of an H2 infrastructure and how that might be built using Japanese money and therefore eliminate tariffs on their cars perhaps.

5) All three of these countries are going to be pressed to buy more US LNG. And the natural next step is for them to also open their trade to American fuel cells.

I do not forget that Secretary Burgum attended a two-week meeting strictly about fuel cells in South Korea during October. This was at the height of the election process. So there was no trivial reason for him to have been sent there by Trump. That meeting tells me that there are long-range plans involving hydrogen and fuel cells. I continue to believe that these are important pieces of the negotiations for the tariffs and overall trade relationship.

Also, the G7 countries will meet in Canada the week of June 15th. It has been written in the articles that there may be announcements regarding some of these items that I've written about at that G7 meeting.

I will be watching optimistically.