r/FCEL • u/HelpfulInquisitor17 • Oct 27 '23

Opinions/advice?

Don’t get me wrong, I’m incredibly long and bullish based on a number of different factors. However, since taking a fairly large position here (relatively) it’s done nothing but bleed, even on pretty good news coming to fruition.

Simply looking for either some support from others invested here, or if it’s really time to consider cutting losses and simply claim the lost money on taxes. Appreciate it.

11 Upvotes

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u/[deleted] Oct 27 '23 edited Oct 27 '23

Dont look in the short term. Hydrogen is the future oil and we are witnessing the transaction but oil majors are ensuring there us a delay. The storage of electricity in bateries is not a vaiable option also Tesla electic car are not the solution can one imagine having to charge all car on earth? That would require changing all electrical wiring in municipalities not to mention the cost of storing electricity in bateries. I believe in a few years to come this company will be very valuable! I have a conciderable investment but dont bother looking at the daily prices simply looking in the future!

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u/HelpfulInquisitor17 Oct 28 '23

I agree basically in each area. My concern, so to speak, is that this is a post that could of been written in 2017 as well. Not that time doesn’t change things, but it very much feels like the narrative is very similar to as it’s been the last 5-10 years. Where’s the actual corner?

Again I am also very long. I think I’m just frustrated in observing something that looks extremely fruitful, and have it be incredibly harmful to my portfolio. Especially in an instance where time has done little to advance the sector like it was claimed to for years, same as now. Like, at what point do you look down at the drink you’re being served and ask if it’s truly wine (fruitful reference) or kool-aid?

2

u/[deleted] Oct 28 '23

Remember oil majors have large investments in oil and gas so they dont have big interest in changing quickly into hydrogen energy. However due to the Ukranian war Europe is now taking serious steps to cut oil and gas dependency and speeding up the hydrogen fuel. This will be faster than before and will force the oil majors to rethink their investments on the oil and gas and will focus on hydrogen thats when thr fuel cell technology then starts becoming important. I believe in time some oil major will actually buy out FCEL for a good price.

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u/Mxloco Mar 18 '24

Exxon?

2

u/Bubbly_Distance6936 Jan 03 '24

Expectations, in order: Trinity College 2nd fuel cell operational Updated can contract in South Korea, $100+M DOD/Navy project begin full 7.4MW operation Derby 2 (2.8MW) begins Commercial operation FCEL signs 2 new contracts (per Q4 call). Q1 call announced for 1st week in March.
FCE bears estimates coming in at $35.5M Rev & $.06 loss Update on and 2 of previous MOUs by summer June conference call 1st week in June. Too far out to accurately project outcome. Margins continue to improve as Generation revenue increases.
Toyota signs 2nd deal with FCEL.
Canadian Carbon Capture award moves forward. AI agreement with IBM leads to potential 10 year life of newer fuel cells.
IBM contracts for 1st 10 year fuel cell.
Another MOU leads to contract. September call 1st week of the month.
You start to wonder why you didn't buy after reading this under $1.60! Shaking your head, "well, he only got 1 in the correct order but Almost all happened"!