FCEL - Fuel Cell Company Similar to Bloom Energy

Today’s chart.

Will be keeping an eye on this one moving forward. Let me know if anyone had a position in this prior to this thread.

Unsure of entry price / need to do more extensive research but if it’s truly as similar to $BE as I think, this could be interesting.

I owned about $1000 of this 20 years ago. It didn't move for years, so I sold it after about 5 years

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I owned about $1000 of this 20 years ago. It didn't move for years, so I sold it after about 5 years

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Today has been a time traveling day for sure on this board. Doesn't mean it is a bad thing but this is the past decades greatest pumps being rolled out.

This is the same space as BLDP.
I caught wind of this today as well and thought about splitting my fuel cell investment.

I haven’t yet.

I may sell BLDP calls to scale into FCEL, but I haven’t done the research yet.

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I may sell BLDP calls to scale into FCEL, but I haven’t done the research yet.

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I am watching the 50 min deep dive now and hope to be able to provide an investment thesis when I’m done.

Go check the volume candle I posted in OUST thread - I am smelling more positive momentum tomorrow.

So assuming this is legit in terms of what was found - yeah this is a pretty big deal and I would think much more significant than Ballard (unless again I am misreading Ballard where its product with Vertiv is simply a KW level backup they hope to get into Mw). That is not providing the main power source for anything.

This suggests actual generation of a material amount (ie like a Bloom).

God it is hard to chase these names though - but I definitely want to look more at this

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This suggests actual generation of a material amount (ie like a Bloom).

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Wouldn’t be surprised to see regulatory requirements for fuel cell power for data centers due to the noise complaints related to gas turbines.

From the 50 min deep dive video:
- Gas turbines (alternative power source to fuel cells) sold out through 2030, so strong demand is there for fuel cells.

- In a hotbed area (Virginia - see datacenter heat map posted earlier)

- Hyperscalers want to get to 40 GW of power within USA for datacenters. Current energy infrastructure has legitimately no chance of supporting that, plus it puts an undue economic burden on local residents. Fuel cells generate power from within.

- Think of it like this: the local residents invite you to a drinking party but the ticket to get in is BYOP (bring-your-own-power)

- This limits the noise complaints and water requirements, a true win-win for big business & residents simultaneously.

- Otherwise, local residents have a much larger case for opposing new datacenters in their areas - specifically those planned to be powered by gas turbines.



Last note: According to 50 min deep dive video, this is the only other public ticker specializing in fuel cell production besides Bloom Energy ($BE) that has a verifiable datacenter contract. Bloom is a $80B market cap, and this stock is a $1.4B market cap as of last closing price.

I sold 6 puts in BLDP today.
I’ll probably load FCEL LEAPS tomorrow after buying back.

That’s bullish.
I’d opt for much more conservative options.
$30 October maybe.
$40 2028s