FuelCell Energy Inc (FCEL) Options

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

Everyday that goes by without news the market will chip away FCE stock until it hits an all time low …. IMO

1) Yes; Mexico is placing troops on its border to help prevent drugs, criminal, guns and illegal entries into the U S. 30 day pause.
They also said they'd stop guns from the US entering into Mexico. There's been plenty of that but you don;t here it from Trump.
2) All this while China expands its trade with countries that don't trust US and get better prices . Europe for example is now looking at China for some of its products it bought in the US.

Canada is shoring up their border with personnel and planes . The checks of entries into the United States from Canada is mainly a US responsibility on the US side . Documentation is shown to US when entering. Instead of blaming Canada, the US needs to secure its border better and send them back to Canada like we're doing with Mexico.
China is picking up where we left off. They're now aggressively negotiating deals on trade with countries that we've alienated and now are looking elsewhere for products.
He talks crazily about a military invasion of Greenland. Does he not know that Greenland ( Denmark ) is a NATO country as we are. So you have the aggressor ( USA ) a Nato country invading another NATO country. The other NATO ciuntries must respond to the aggressor ( us). Now we're at war with NATO.


As far as Trump goes , he's a narcissist, bully, liar and criminal. He's alienated just about every country in the world and has made us an adversary where once we were allies. His business acumen is laughable. He's bankrupted six of his companies . He's freed hardened criminals who tried to overthrow the gov't on Jan6th and were encouraged to do so.
Watch how he backtracks from this tariff mess as he gets some small concessions and then declares he delivered.
Nothing but nothing is going to benefit the poor and middle class here. All of will hurt. Even Trum said, " they'll be some pain"
His billionaire friends that he surrounds himself with don't give a damn what the price off bread, gasoline, fruits, vegetables etc are.They're insulated by their filthy wealth.
Trump is all for power and money.
I could go on but I'm sure it would do no good.
Soon his devoted followers will find out who they really voted for. I've spoken to many and found they just don't look beyond the rhetoric and the surface.

Status of collaboration or MOU?? Everyone interested can dug in and search.
KEPCO 50MW CHP from 2022
June 2022 TuNur
https://investor.fce.com/press-releases/press-release-details/2022/FuelCell-Energy-to-Collaborate-with-TuNur-Ltd/default.aspx
Feb 2023 MHB
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-to-Collaborate-with-MHB-to-Deliver-Solid-Oxide-Electrolyzers-for-Large-Scale-Green-Hydrogen-Production/default.aspx
May 2023 Chart Industries
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-and-Chart-Industries-to-Collaborate-on-Decarbonization-and-Hydrogen-Technologies/default.aspx
Oct 2023 Oando S Africa, large scale hydrogen
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy--Oando-Sign-MOU-for-Large-Scale-Green-Hydrogen-and-Low-Carbon-Energy-Production-in-Africa/default.aspx
Oct 2023 Kinectrics and Bruce Power, low carbon hydrogen
https://investor.fce.com/press-releases/press-release-details/2023/FuelCell-Energy-Low-Carbon-Hydrogen-Project-with-Kinectrics-and-Bruce-Power-Awarded-IESO-Hydrogen-Innovation-Fund-to-Further-Technologies-and-Grid-Flexibility/default.aspx
Oct 2023 Nuclear/hydrogen study
https://investor.fce.com/press-releases/default.aspx
IBM using AI to extend cell life Nov 2023
https://investor.fce.com/press-releases/press-release-details/2023/IBM-FuelCell-Energy-to-Use-AI-in-Effort-to-Forge-Longer-Life-Fuel-Cell-Systems/default.aspx
Aug 2024 Brewing, sustainably creating C02
https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-to-Show-Industry-How-to-Sustainably-Create-CO2-at-World-Brewing-Congress/default.aspx
Oct 2024 KNHP
https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-and-KHNP-to-Pursue-Clean-Hydrogen-Production-Projects-in-Korea/default.aspx
Canada major clean fuel fund
https://investor.fce.com/press-releases/press-release-details/2024/FuelCell-Energy-Announces-Major-Clean-Fuel-Fund-Support-for-eFuel-Projects-in-Canada/default.aspx

Trump imposed the tariffs because neither Canada nor Mexico were doing enough to police their borders in order to keep terrorists, criminals and fentanyl from crossing into the US…

Mexico called Trump and said they would send 10,000 troops to the border to address his concerns…Trump, in turn, stated he would pause the tariffs for one month to see how Mexico does…

To my knowledge, Trump has not paused the tariff on Canada…

Trump is not acting like an isolationist…he is acting strongly to protect the nation…as he should…and as all Americans should want…

Tariffs will effect all industrials including FCEL. Material costs will rise globally offering hesitation or delays in the purchase of mfg goods. Autos and the materials used in its mfg will be hit hard.
China is knocking on the door of the usual US customers. They see an opening to expand their growrh.
Lumber, Oil, Electronics are most hardest hit as is steel
Delays in purchases of FCEL Cells are coming.

The 30 day pause in imposing the tariffs suggests to me that TRUMP is beginning to see the errors of his ways. He's just about alienated the whole world and appears to have turned toward isolationism. Maybe , just maybe he's buying time to declare victory if he gets a little concession. Then the narcissist can claim victory. In the meanwhile, the poor and middle income feel the pain ...... not his oligarchy billion airs. They care less what the price of food is.

Chart definitely different today. Plug and Bloom pattern almost identical and both are looking to close nicely in green. FCEL and Ballard performed similarly which is unusual and are paring loses but likely to close red,. BLDP volume gas far surpassed daily volume and obviously related to being Canadian. FCEL has a subsidiary in Canada but very little product projected to be sold in or to the US in the next 6-12 months. Again seems to be a knee jerk overreaction. Or they have sold some ATM, since volume is going to be up slightly.

Where would you be if you raced to BUY those options you were talking about Friday.?
By now you should realize that your efforts to pump this stock has become a king size laugh.
You've avoided the basic causes of a stocks performance. In doing so, readers take your efforts with a grain of salt.
BTW- What happened to your followers. We the Market has disappeared. Johnny Hydrogen is not to be heard from. Several others have abandoned the post.
Guess you're talking to yourself.

Currently at 150 million market cap $7.16 and I expect another 40% haircut which will put the market cap around 90 million with the PPS around $4.90 in the near future. IMO

FCE stock bouncing back ? The only thing that will be bouncing here is your check book .$7.16 and tanking !

Yea,..kinda makes this comment look pretty stupid, doesn’t it?…

“Bloom getting pounded pre-market and Plug isn't doing much better. FCEL is following in sympathy”

That happens when you desperately try to blame every drop on anything else than where it belongs…

right on fcel’s shoulders…

plug and Bloom bounced back Nice from being down over 3% going into the open. Fuelcell was down far less and is now down over 4%. But the most recent news was a $160M contract in their home state of CT. Volume has been averaging under 1M shares a day, except 1 day when it was above average. That said being down is algos and manipulation. "If" they have sold any ATM it couldn't possibly be more than a couple million and that many would have had to been spread out throughout the entire 2nd half of January I'm guessing 21-22M shares, worst case. We currently sit at a $160-$164M market cap at these levels.
$300+M cash and Equivalents
$1.2+B backlog. And per Plugs recent $30M from the IRA, the $ is flowing despite Trump.

No deals means the stock will continue to tank based on the current situation with FCE and their recent restructure and it may not even workout as you see the only contract FCE has recently gotten in their home state .

plus, the Exxonmobil web site has the wording as 1,500MW total energy from the Nat gas with carbon capture. I expect the Nat gas plant operational bin 27 and CCUS in 28 with approximately 1,000-1,200MW Nat gas, then 300-500 CCUS. Every other CCUS is parasitic so the Nat gas plant would need to be 1,700+MW if providing 1,500 total output!!!

Bloom getting pounded pre-market and Plug isn't doing much better. FCEL is following in sympathy

Pre-market down 3% and end of day -15% - -20% . $ 6’s are almost here ! IMO

depends on when Canada and Mexico retaliate and by how much...the market will take a hit but not everyone will feel the pain...there are plenty of stocks that will not be affected by the tariffs...not all companies are directly or indirectly affected that much...many will feel an inconvenience...but thats about it...

Canada and Mexico will feel far more pain than the US...

"We've got another HOGWASH THERE."

camfield IS hedgehog..

Tariffs will rock the markets tomorrow. Wouldn't be surprised to see FCEL below $6.00. Tariffs effect everything directly and indirectly. No sacred cows. And the weak get weaker.

See nopumpers reply to Camfield and Gentlemanofleisure on STOCKWITS.
We've got another HOGWASH THERE.

https://stocktwits.com/camfield7/message/602487603

“FCEL Stock Returns Lower Than its Industry

FuelCell Energy’s trailing 12-month return on equity (ROE) is -18.58%, much lower than the industry average of 8.27%. ROE is a financial ratio that measures how well a company uses its shareholders’ equity to generate profits.

THE STOCK IS GOING LOWER . $5 WILL BE HERE SOON ! IMO

Chevron and Exxonmobil both recently committed to rapidly advancing Carbon Capture with Data Centers.
Check out @camfield7 message on Stocktwits http://stocktwits.com/camfield7/message/602487603

Check out @camfield7 message on Stocktwits http://stocktwits.com/camfield7/message/602487603

https://fortune.com/2025/02/01/exxon-ceo-darren-woods-decarbonized-power-plants-ai-data-centers-chevron-ceo-mike-wirth/

Nice find Max
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=175744074

https://fuelcellsworks.com/2025/01/31/energy-policy/pennsylvania-governor-rolls-out-plan-to-fast-track-and-subsidize-power-plants-hydrogen-projects

Zacks saysLosses to continue aleast through 2026 albeit less than 2025. Restructering costs are a main factor along with expenses to service new and old contracts.continuing to eat into any chance of achieving a profit.
Waddeling Zacks has a Buy on 1-2 months ago and the stock droped another 40% from there.
Zacks has never beenknown for their analysis as they change from month to month.
Fact is- Technicals are weak. Fundamentals are negative and nothing is expected tochange.

https://www.zacks.com/stock/news/2407742/fuelcell-is-trading-below-50-and-200-day-sma-how-to-play-the-stock

https://www.zacks.com/stock/news/2407742/fuelcell-is-trading-below-50-and-200-day-sma-how-to-play-the-stock

https://www.linkedin.com/posts/activity-7284926891868704769-mZ7-?utm_source=share&utm_medium=member_android

The market is relentless in selling this stock.All the links relating to Hydrogen have had no effect to convince the market that FCEL will benefit. Analysts see nothing in them to change their opinion.
The signals are clear and have been for years. Guessing on bottoms is only an idiots bet. It's failed and failed again.
Options are even worse a bet as their value dissipates with time. Only those who are deaf,dumb and blind will play them. Nimble traders are the exception.

California cities launch nation’s first public hydrogen utility
January 30, 2025

Good read. Short article.

https://www.utilitydive.com/news/california-lancaster-public-hydrogen-utility-45v/738568/

I wanted to buy some options a few days ago but I had no money. The March 21 $11 calls were $.63 And if they were still under a dollar I was buying today. Way up. At least the call options going up substantially is a good sign.

The ONLY way this stock will go up from here is that FCE can come up with a new contract that offers them one billion or more for a 20 year contract . These deals they have in place like the last one for 160 million just does not cut it. Until then ….. back to $5

PORTHOS in progress
https://www.linkedin.com/posts/carbon-capture-storage-europe_makeccshappen-ugcPost-7290758005971640321-XUOd?utm_source=share&utm_medium=member_android

PORTHOS AI on Molten Carbonate fuel cell
https://www.google.com/search?q=porthos+molten+carbonate+fuel+cell&oq=porth&gs_lcrp=EgZjaHJvbWUqCAgAEEUYJxg7MggIABBFGCcYOzIGCAEQRRg5MgwIAhAjGCcYgAQYigUyDwgDEC4YQxixAxiABBiKBTIMCAQQLhhDGIAEGIoFMg0IBRAuGK8BGMcBGIAEMgoIBhAAGLEDGIAEMgwIBxAAGEMYgAQYigUyBwgIEAAYgAQyDAgJEC4YQxiABBiKBTIJCAoQLhgKGIAEMg0ICxAuGK8BGMcBGIAEMhAIDBAuGK8BGMcBGIAEGI4FMg0IDRAuGK8BGMcBGIAEMgcIDhAAGIAE0gEIMjkxOWowajmoAg6wAgE&client=ms-android-verizon-us-rvc3&sourceid=chrome-mobile&ie=UTF-8

Yea…so high profile that the stock is worth 25 cents pre split…

What a joke…

Nothing changed ! A small Bounce was due. Not much coming. Trend remains solidly down.
Expect more drops over time to lower lows.
Shorts and Sellers come in every time the stock pops. Wouldn't rule out the company selling into them as well.
The short , intermediate and long term prospects for fundamental improvement are not recognizable by the market , analysts and technicals.
All the information on H2O2 including that which comes from Exxon has been falling on deaf ears.
Don't fall prey to it.

Exxonmobil update on website from Jan 9, 2025. CCUS is happening, they know current & near term incentives. Read very carefully. Will use to decarbonize their own business, then carefully read the most recent JDA with FCE, after 10+ years collaboration perfecting this Tech, finally!
https://exxonmobil.co/3Pt6g2s

All Hydrogen moving swiftly across the globe and Trump is going to look brilliant or like the biggest fool to set foot on the planet in 5 years. Because in 5 years, the hydrogen economy will grow 20+% CAGR globally while we have a political pissing match.
https://www.google.com/url?rct=j&sa=t&url=https://fuelcellsworks.com/2025/01/29/green-hydrogen/spanish-prime-minister-announces-1-3-billion-initiative-for-green-hydrogen-hubs&ct=ga&cd=CAEYACoTMjA1ODE3NDQ5NzczNzc3NTk2NzIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw3ZqpmprABdNM5C3BCcXNDE

https://www.google.com/url?rct=j&sa=t&url=https://fuelcellsworks.com/2025/01/29/hydrogen-economy/penspen-secures-120m-in-new-contracts-expanding-hydrogen-projects-in-2024&ct=ga&cd=CAEYASoTMjA1ODE3NDQ5NzczNzc3NTk2NzIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw1k-oBUDWZDpNpMDiMtXIvE

https://www.google.com/url?rct=j&sa=t&url=https://fuelcellsworks.com/2025/01/29/fuel-cells/ge-vernova-inc-announces-160-million-investment-in-greenville-sc-to-enhance-testing-capabilities-with-hydrogen-fuel&ct=ga&cd=CAEYAioTMjA1ODE3NDQ5NzczNzc3NTk2NzIaM2Y2YzEyOGYyMzM0YTgyODpjb206ZW46VVM&usg=AOvVaw0E5LGugVxgi-zlH3aip712

I’m not buying anything that Exxon says about Carbon Capture since they own most of tech and have already paid FCE and any royalties will not amount to much . If it was so the market would have given FCE a market cap of over one billion or maybe even half a billion market but even one quarter of a billion market cap which 250 million market cap . Exxon and FCE has been milking shareholders and has been a carrot in front of a donkey

High profile, just doesn't get any better. When you talk the largest Auto manufacturer in the world (Toyota), the US DOD and Questionably the most powerful company in the world (Exxonmobil)!
65 companies and over 150 presenters/posters.
Hydrogen & Fuel cell seminar 2025 at POLB big picture of all standing in front of the Toyota & Fuelcell Energy Tri-Gen project!!!!