FuelCell Energy Inc (FCEL) Share Price

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

It would actually be $850+ at 30 X. However, I have explained my new targets and clearly stated it is not investing advice. $30 should be an easy target, without resistance industry related, since that would only be $600M market cap and we have $300M cash with $1.2B backlog, and that would be equal to just over $1 per share pre-split. By End of year is possible, and by June 2025 at the latest. I believe new 52 week highs are very rational given any favorable final rules for 45V and or any significant company update, earnings or guidance. And I believe we may get all 3. That's opens the opportunity to get to $50 relatively easily if it becomes clear Trump Administration is not going to or won't be able to destroy policy & monetary benefits for our technologies. Longs understand we have Canadian, UK and Asian markets working with us which we will continue to do well with. We also have California and Connecticut which will continue to push forward with our tech albeit less ambitious than if we had federal support. $100 by spring is very feasible either way. I firmly believe $200-$300 is likely by end of 25 or worst case so e time in 26.

Stock follow the same pattern as stocks do following with R/S's.
!st- there's a bounce
2nd- return to trend and down.
Wouldn't you know it. FCEL has done it before and they, like others, will do it again.
Notice the tepid volume. That's not indicative of a big continuous move.

Just curious if you have thought of a new price target post split? For arguments sake if we took the high of $29.00 pre split, which I know was a pie in the sky number, I believe the share price post split would now have to reach $650.00/$700.00 to match that same $29.00.

$650.00/$700.00 is not going to happen, but I wonder where this lands in the near future. Even if the valuations are equal, optically it's much easier to get to $29.00 then $650.00/$700.00.

Up over 30% on 4.4M shares, equivalent of 132M pre-split. Still vastly undervalued at under $180M market cap with $300M cash. $8 = to less than $.30 a share pre-split. $300M market cap would be about $10 per share. $1.2B backlog. Just cut 15% spending for 2025, which should bring EBIDTA+ or close to it.

Thomas88 cones through again. "Already Funded"
Check out @camfield7 message on Stocktwits http://stocktwits.com/camfield7/message/593025932

$.30 pre-split is $9, $1 is $30, $9 is under $200M market cap and we had $300M cash end of fiscal year 10/31/24! $300M would be almost $15. We have over $1.2B backlog. Q4 and Q1 now have over $1M on severance for employees, but should still be decent quarters. Q2 has the most service contract revenue and should be at least close to EBIDTA+!!!
$1 pre-split is $30 and is well under 52 week high. $30 by Q2 earnings report is very realistic and conservative in my opinion. My actual hope and belief is $50 by Q2 call early June! Please do your diligence and don't invest based on my input, but feel free to fact check!! With favorable V45 and continuation of IRA which we benefit from could easily push $100 or higher, which is only $2B market cap. We have $1.2B backlog. Especially if we secure $800M more in backlog by spring, it makes perfect sense.

Average daily volume pre-split, before going under $1 and creating a short/day trade frenzy with algos etc, was 15M give or take for quite some time. Then it increased to 40-50M a day, at an average of maybe $.40. Let's guess $20M a day. 2.2M right now, around $7 a share is about $15M, just 1 hour & 45 minutes into the day. Average is 3.3M shares and that's only because Thursday/Friday was massive trading. We could surpass 3.3 easily today, which would be equivalent to 100M pre-split and a broad range or $19.5M-$23M depending Average price from $6.50-$7.50 or higher. Go back 1 year at $1, $15M a day at 15M shares. Now over $20M (33% increase) a day on 3.3+M shares a day. We are up 24% at the time I started this post.

I bought today at $6.60.

This stock is not about charts. It is about politics. I have followed the politics for many years and I have never ever felt nearly as good about this company as I do today.

The selection of Doug Burgum as energy star is huge. He will be in charge of everything to do with energy including the department of energy and to some extent treasury and transportation will be reporting to him. And in fact he will perhaps be our next president. Burgum is not just about oil and gas but he is about Innovation specifically carbon capture and hydrogen. And also he is about AI enabling. The fact that he was in South Korea for one week in October discussing hydrogen and fuel cells is extremely telling. There is no way he did that just for the state of North Dakota. No he did that at Trump's direction to specifically lay the groundwork for hydrogen and fuel cell trade with International clients which will be highly encouraged to buy USA products.

The AI angle itself has potential to be huge. Bloom is now valued at 40 times the market cap of FCEL. That alone means there is a huge upside. It's not that normal gas power plants or nuclear plants are going to supply the electrical power for these data centers. It's going to be a direct feed of natural gas into a fuel cell which will do this. Very very few people in the media for financial markets even understand this.

Regardless of what anyone thinks about Trump, his entire agenda is going to be about energy. It is not going to be anything to do with solar and wind. He specifically said in capital letters INNOVATION. If anybody understands what this means, they know that it specifically refers to carbon capture and hydrogen. And in fact Trump in his first term would refer to clean coal often.

There are many other indicators, such as the head of Saudi Arabia oil named Aramco being at the UFC event. That may seem trivial but it is not because Saudi Arabia is going to move huge into hydrogen and there is no way that it is going to be green hydrogen based on solar panels and water which they don't have. No way. This is going to be blue hydrogen all the way and the fact that this guy was sitting next to Trump at the UFC event is also another huge tell.

There is so much going on. The Democrats will not need to be consulted on anything because this is going to be pushed through in the form of reconciliation, which means they will only need 50% of this senators, not 60 percent. Basically the upside here is entirely huge.

The Dems purposefully hijacked 45V tax credit but now regardless of egg at they do, it will be undone and redone by Burgum. And for sure it will ignore those preposterous three pillars of nonsense that were killing this industry.

Pavlov! Conditioning, with a dog or a mouse. That's exactly what the day traders, swingers, etc are or are doing. They are taking profit at 5%, 10%, or maybe even 15%, then insist they will buy back at the same price they bought in. Bravo and congrats, but if there's higher highs or even just higher lows, they miss the buy back. Then sit on the sidelines and preach it's going all the way back where it came from. That might actually be the case. But, at some point it will run, long and hard, no pun intended. DEC-FEB 29-21 was such case. 1,400+% in less than 3 months. Took over 3 years to get back where it started, then actually did go lower, over 3 years later. $30 = $1, Don't forget that. Last time it ran to $29.44, call it $30 for easy math, or $900! $30 is an easy target, $100 is rational, but $200+ would be a great run. Do not invest based on my input. Do your diligence! Recent support was much higher than 1st support after split, they missed!

Your unflagging dedication to this board is the primary source of solace for longs.

Surely you realize this.

😅

Ask the King Bull pusher to explain this!

https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=fcel&insttype=&freq=2&show=&time=11

And you clearly have NO CLUE as to what fundamentals are, research is, thorough Due Diligence means and how to interpret technicals and understand company reports.
Hogwash ; you've been completely absent for 4 years. The results of your pushy efforts show it.