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FuelCell Energy Inc. Message Board

chi_town_oracle 36 posts  |  Last Activity: Jul 10, 2014 2:51 PM Member since: Apr 2, 1999
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  • chi_town_oracle by chi_town_oracle Jul 10, 2014 2:51 PM Flag

    OK, you know Lympho "lights up" cancer, why can't it deliver a DOSE onto Cancer? It can.

    You look at what IMMU and CYTR are doing, which is fantastic...but Lympho beats them all at finding/binding to said CANCER...why not make it the box that delivers the drugs?

    And the entire mano-platform is a gold mine the company is standing on while they dilute their energies on OTHER radio-tracers...which is great and good, until you realize the MANO gold is easier to tap, in greater quantity and PROVEN SAFE via current FDA approvals.

    Sometimes the "brains" behind a company are one dimensional...meaning, they understand science really well, they just can't sell anything or really evaluate anything in terms of bringing it to market.

    To my thinking, its an outrage to have the best radio-onco-binder in the world AND not the dominent market share. You target the steps needed to make it so, and walk up those steps.

    Now, NAVB gets a mulligan in Europe...don't make the same mistake twice--- go to surgeons first with a comparative presentation loaded with real testimonials and start the switch to lympho TODAY--chi

  • chi_town_oracle chi_town_oracle Jul 9, 2014 7:48 PM Flag

    Shorts are working with the tide, which says: NAVB will cash raise until Lympo. starts to generate enough sales to underpin the operational costs of the company.

    Of course, mgt. missing the initial NDA date and somehow streteching EURO approval out until it hurts while spending money on other tracks says to shorts-- don't worry, they will run out of cash before they are approved in Europe.

    The company treats its short problem like an invisable pink elephant-- everyone talks about it and they know its there, but they have no plans on how to shove it out the door.

    PPS moves up when investors commit, that happens when they sense a series of good events will stabilize the company. This company doesn't seem to understand that.

    But it does have a pipeline that is beginning to maybe they can line up a deep news flow coupled with key approvals and growing revenue--chi

  • chi_town_oracle chi_town_oracle Jul 8, 2014 6:19 PM Flag

    well pup, this bad boy is loaded for bear...plenty of instis like bios with overflowing pipelines as it keeps the news flow a flowin...and this one has a cup about to runeth over.

    Downside, lack of revs and the most clueless mgt. in the market ( see them blow the first NDA and whatever they are doing in Europe is still a mystery)...but those things were back then, tomorrow is what we are looking at and the day after. At $2 this would be a steal...but a buck forty? OMG! When the instis get the pipeline picture, well, you know what happens to shorty jr.-- chi

  • chi_town_oracle by chi_town_oracle Jun 25, 2014 5:00 PM Flag

    Since start of year, shorts have said they don't see positives building for FCEL, they played the year to date on one angle, new shares added to the float. Sorry shorts but we have about $48/share upside while shorts have about $2.37 upside/down-chi
    date short ave vl. dys2cvr
    6/13/2014 32,415,667 5,901,509 5.492776
    5/30/2014 33,402,251 5,658,043 5.903499
    5/15/2014 35,481,869 5,658,803 6.270207
    4/30/2014 36,723,526 9,122,930 4.025409
    4/15/2014 37,266,468 14,803,772 2.517363
    3/31/2014 29,848,540 28,645,129 1.042011
    3/14/2014 23,993,025 84,513,801 1.000000
    2/28/2014 20,659,092 7,617,029 2.712224
    2/14/2014 20,231,303 4,211,620 4.803687
    1/31/2014 18,605,578 6,718,344 2.769370
    1/15/2014 19,703,904 8,692,242 2.266838
    12/31/2013 19,803,448 6,165,099 3.212187

    Read more:

    Sentiment: Strong Buy

  • Reply to

    FCEL PR Flow

    by chi_town_oracle Jun 22, 2014 9:06 PM
    chi_town_oracle chi_town_oracle Jun 23, 2014 4:01 PM Flag

    pp-- fuel at the dealership is minimal approach...that will crimp sales of H2 vehicles IF they catch on...but which came first, the H2 car or the H2 Fueling Network---not a trivial question...and only DOE can cut thru the process in lightning time, IMO.-chi

    Sentiment: Strong Buy

  • chi_town_oracle by chi_town_oracle Jun 22, 2014 9:06 PM Flag

    FCEL has stated: we PR when a deal is signed, thus a Friday PR for a small sized deal in terms of MW, but a more telling deal in terms of trends in aware regions of the country. It will be rare to hear a project like this for Texas because they would rather burn a dirty oily rag than something that does not pollute the air.

    But a trend may be forming as plenty of semi-autonmous entities like colleges, hospitals, server farms, large industries AND the US military need power that is NOT grid dependent. And they all don't want to pour dirt into the air.

    The PR flow, IF FCEL is to meet their stated goals of 50-60M$/qtr, they need to push up slightly on production past the 18MW/qtr rate...for Chip to have confidence in pushing up output, he needs large contracts for late next year production dates. My sense, we are about to hear a biggie in EURO land. And a hugie in NRG's domain.

    It will be interesting to hear if DOE can cut the knot, bring together local govs., FCEL, car companies to create a CA H2 FUELING NETWORK. They have to do something and fast. Also DHS has a position in this as huge bubbles of methane from waste dumps present soft targets-- I think we hear plenty of new projects and very soon. Stay thirsty my friends, very thirsty--chi

    Sentiment: Strong Buy

  • Reply to

    fcel chart wow

    by on_pphire Jun 19, 2014 12:38 AM
    chi_town_oracle chi_town_oracle Jun 19, 2014 1:46 PM Flag

    opp--- indeed, with a good "driving" reason behind the in-FLOW.

    SOCAL needs 50- H2 refueling stations pronto...only way to easily do that is place them near waste dumps, utilize FCEL's tri-gen process to turn waste gas to heat-power and H2.

    Here's a kicker--- DOE knows that waste dumps are actually dangerous for "other" reasons, which I won't speak of. So mitigating risk is secondary to building access to cleaner auto fuels but its part of it.

    In other news, EURO mkt. is about to release big news IMO...and its leaking out in advance--chi

    Sentiment: Strong Buy

  • FCEL will use the money to propose waste to power-heat-H2 for SOCAL ( IMO, WAG).

    Next year, there will be at least 5-8 H2 vehicles on SOCAL's roads...they all can't fill up at the dealership at midnight.

    So the idea is to turn waste into power and fuel on its site, store or pump H2 to nearby distribution site.

    My second sense, and its only that, is that the DOE will cut thru a wad of red tape to get this done faster than later. The auto industry wants this to succeed badly as they face steep MPG Fleet requirements in 5-8 years--chi

    Sentiment: Strong Buy

  • chi_town_oracle chi_town_oracle Jun 16, 2014 1:31 PM Flag

    sorry quants, but partnership is the only way they get a mano test to market...and it should be partnered...if it is, they can return to investing in other clinical tracks--chi

  • My sense is that we hear about a partnership of manocept platform dev. for RA after June 19th, currently there are NO known early detections test for RA and the bio-tech sector is looking for answers...NAVB is the answer. IMO, the stock is grossly undervalued due to an overplay by the short side. Look at what happened to ILMN, it traded in range from 65 to 75 for a very long period of time and then ran to 150-170 almost in 2 months...why, the shorts went to sleep on their position and stopped paying attention to new corp. developments. Same here. Getting rid of Pykett was a very smart corp. development while pushing manocept right NOW is even smarter. The return to real valuation is about to happen, IMO-- chi

  • Reply to

    Biggs: The CC aftermath

    by donniebigs_420 Jun 5, 2014 11:31 AM
    chi_town_oracle chi_town_oracle Jun 5, 2014 5:07 PM Flag

    long-- not to be arguementative, but my arguement goes like this; 50-60M$/qtr for the next 2 QTRs...where is that rev. coming from?

    Hope you took a clue from Chip yesterday--chi

    Sentiment: Strong Buy

  • Reply to

    Bloomberg has the story!

    by chi_town_oracle Jun 4, 2014 4:04 PM
    chi_town_oracle chi_town_oracle Jun 5, 2014 3:22 PM Flag

    Amel-- its gives the company the clout but far larger flexibility when looking at how to bring a project to market. A little deal like a university building a 2-5MW project has to be financed...but once its built, its much easier to sell to an owner, if NOT the university.

    Chip is a smart guy who sees a boulder in the road, and either moves it, goes around it or blasts it out of the way. FCEL has a long way to run, IMO-- chi

    PS, Hi Jonas, hows the head wound? I sure hope you get to be an FCEL LONG one day soon--chi

    Sentiment: Strong Buy

  • chi_town_oracle by chi_town_oracle Jun 4, 2014 4:04 PM Flag

    from Bloomberg's report on the CC today:

    FuelCell Energy Inc., (FCEL) a manufacturer of fuel-cell power plants, said new and existing orders will boost revenue to more than $100 million in the second half after an unexpected sales decline in the last quarter.

    Sales in the next two quarters will average $50 million to $60 million each, exceeding the $38.3 million in the second quarter, according to Chief Executive Officer Chip Bottone.

    “Our second quarter was not as high in revenue as we would have liked,” Bottone said today on a conference call. His team is negotiating for sales contracts that could lead to orders of 300 megawatts of power plants in the U.S. and Europe. “We are actively bidding on multimegawatt utility projects that we were not in a position to pursue in the past.”

    With new orders of higher-margin power plant sales and service agreements, the company expects to reach a break-even level this year for earnings before interest, taxes, depreciation and amortization, Bottone said.

    FuelCell is currently producing 70 megawatts of fuel cells annually at its factory in Torrington, Connecticut, and said it will be able to report its first net income when that volume increases to more than 80 megawatts.

    Sentiment: Strong Buy

  • chi_town_oracle by chi_town_oracle Jun 4, 2014 11:36 AM Flag

    OK, this Q report is way behind us and its time to look forward, to say the QTR we are currently in.

    -- company stands by 70MW / yr run rate but constantly points to 100 MW-yr. capability...reason: they want to be able to deliver on the volume they expect, in this year.

    -- company announces 50M-60M/ qtr in next two Qtrs...vs. this Q's report of 39M...THAT changes everything, IMO.

    -- cost of stainless steel comment...Chip referred to POSCO as largest stainless steel maker in the world AND that stainless steel is a significant cost in a fuel cell kit. And that the market can connect the dots there...meaning FCEL's raw material cost is set to drop.

    One undertone throughout the CC was confidence in near term and long while the stock may see selling today, its NOT the smart move, IMO, as the qtr. we are currently in may deliver significant rev. increases AND new business news--chi

    Sentiment: Strong Buy

  • Reply to

    Are Shorts Planning To Cover Before FDA?

    by rootbound43 Jun 2, 2014 9:47 AM
    chi_town_oracle chi_town_oracle Jun 2, 2014 11:56 AM Flag

    If you trace the short pattern, last FDA the stock went from 2.70s to 3.50 in about an hour, then the shorts pounded into submission and it closed LOWER on FDA approval day. Since then, the short position has increased. At 8-10 days to cover, I think shorts are standing on a much thinner limb at a much higher spot.

    They've pegged their whole thesis on; LOW REVS FROM LYM-SEEK= MORE DILUTION= SAFE SHORT.

    Past mgt. seemed to help them by fumbling FDA approval, going way too slow for Euro approval, dragging their feet on follow Lymp approvals and doing little or nothing on the Manocept opportunity.

    NAVB signs one big pharma partner-deal on manocept and the short position is going to take it below the waterline, imo- chi

    Sentiment: Hold

  • chi_town_oracle chi_town_oracle May 29, 2014 2:43 PM Flag

    Total LIE-- FCEL's tri-gen. process which generates H2 from waste gas is already being used in SOCAL. So do some DD and stop lying--chi

    Sentiment: Strong Buy

  • chi_town_oracle by chi_town_oracle May 29, 2014 2:41 PM Flag

    Plenty of discussion over the auto industry jumping into H2 powered cars...the answer is YES,IN A BIG WAY.

    Why? Simply-- E-cars take too long to charge, require power to generated and batteries are trouble. Now, Elon may solve a few of these issues, but you still have to generate electricity--at NIGHT. ( Elon's solar skill set is incredible, but he has yet to generate electricity from reflected sunlight )

    Here's the connection-- FCEL has a feature set they refer to as TriGen...waste gas- filtered- into THEIR fuel cell-- out come power ( very clean), heat which is also turned into power and H2 which is tapped off and directed to storage or transport or funneled into a nearby dispensing station.

    Here's the big winning application: waste gas...public dumps giving off methane and other gases is vented but really, its a giant bomb...a security threat...add a FCEL tri gen process next to a dump, you get power-heat-H2 and mitigation of a threat.

    Next year in CA, 4-5 major auto-makers will roll out H2 powered vehicles. I think PLUG wants a position in the Auto end of all of this...and I know FCEL will be there. GLTAL in PLUG!--chi

  • chi_town_oracle chi_town_oracle May 28, 2014 2:03 PM Flag

    Dingus Chumby-- go yell at a cloud. Come back here when the cloud speaks back--chi

    Sentiment: Strong Buy

  • chi_town_oracle by chi_town_oracle May 27, 2014 11:15 AM Flag

    Exec. order will command the EPA to resolve coal-oil burning polluters. Wonder who gets helped by that?
    ---Clean conv. of nat. gas to power!-- is who!

    This might generate an even bigger wave for FCEL as China will NOT really act until we REALLY REALLY ACT...the Chinese will be studying POTUS's order...and then they might think about how they generate power from the NEW, EXPANDED FLOW of nat. gas into China.

    Only the dumbest-selfish countries / parties like the Commies in Russia are against the fact that adding green house gases into the atmosphere raises global temperatures, which causes greater oscillations in weather bringing stronger storms, bigger disparities in rain fall and causing huge financial losses due to increased damages from storms.

    Tomorrow could be a pivot point for FCEL and even stronger should they also develop that new project they have been hinting--chi

    Sentiment: Strong Buy

  • Reply to

    below grid pricing installed or being built

    by on_pphire May 21, 2014 10:09 PM
    chi_town_oracle chi_town_oracle May 22, 2014 5:12 PM Flag

    Thanks Gumbs, coming from your drug-addled brain, that's an off-base accusation, which could mean that I am onto something, but NOT on something, which clearly YOU are- Can't we all get along?--chi

    Sentiment: Strong Buy

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