FuelCell Energy ! (Seite 10)
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08.03.24 · wallstreetONLINE Redaktion |
20.12.23 · Roland Jegen Anzeige |
20.12.23 · Der Finanzinvestor |
18.12.23 · Der Aktionär TV  |
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| 0,5620 | -5,70 | |
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Antwort auf Beitrag Nr.: 74.499.090 von sam2004 am 18.09.23 15:47:21Dein Wort und Versprechen in Gottes Ohr?
Spätestens Freitag geht's unter 1 $
Antwort auf Beitrag Nr.: 74.498.919 von mueppel am 18.09.23 15:16:32Mit so viel Cash und auftragsbestand geht man nicht von heute auf morgen in Insolvenz... Schwachsinn hoch drei wieder mal!
Da wird einfach nur Geld raus genommen.
Zum Schluss dann Chapter 11...
Hier geht nichts mehr...
Zum Schluss dann Chapter 11...
Hier geht nichts mehr...
Antwort auf Beitrag Nr.: 74.488.800 von sam2004 am 15.09.23 16:36:27
Ja heute wieder neues 52 wochentief, es kann jederzeit wieder hochgezockt werden, eine gute positive Nachricht über h2 und es könnte wie im cannabis Sektor explodieren, hoffen wir das es bald soweit ist
Zitat von sam2004: So wie das aussieht geht's hier in den nächsten Wochen runter auf 1 Dollar , unheimlicher Druck nach unten obwohl H2 in aller Munde ist,schon merkwürdig
Ja heute wieder neues 52 wochentief, es kann jederzeit wieder hochgezockt werden, eine gute positive Nachricht über h2 und es könnte wie im cannabis Sektor explodieren, hoffen wir das es bald soweit ist
Trading Spotlight
So wie das aussieht geht's hier in den nächsten Wochen runter auf 1 Dollar , unheimlicher Druck nach unten obwohl H2 in aller Munde ist,schon merkwürdig
https://www.insidermonkey.com/blog/fuelcell-energy-inc-nasda…
....On the bottom right of the slide you will see that we finished the quarter with backlog at approximately $1 billion, a decrease of 17% compared to backlog as of July 31, 2022. The reduction in backlog is a result of a reduction in generating backlog due to the decision not to move forward with certain generation projects during the fourth quarter of fiscal year 2022, given their economic profiles, and also due in part to the timing of revenue recognition under product, generation and service agreements since July 31, 2022. This decline was partially offset by an increase in service backlog related to a new service agreement with Noeul Green Energy entered into during the third quarter of fiscal year 2023, which has a contract value of approximately $73 million.
On Slide 8 is an update on our liquidity and our ongoing investment in project assets. As of July 31, 2023, we had total cash, cash equivalents, and short-term investments of $413.9 million. This total includes $303.7 million of unrestricted cash and cash equivalents, represented by the darker blue bar on the chart in the center of the slide, $32.7 million of restricted cash and cash equivalents represented by the purple bar and $77.4 million of short-term investments represented by the lighter blue bar. The short-term investments represent the amortized cost of U.S. Treasury Securities outstanding as of July 31 2023, which were purchased by the Company during fiscal year ’23 as part of the Company’s past management optimization efforts, and all of which are expected to be held to maturity.
Looking at the right hand side of the slide, there is a chart illustrating our total project assets, which make up our company-owned generation portfolio. As of July 31, 2023, our gross project assets totaled $289.4 million, which excludes accumulated depreciation. As detailed on Slide 20 in the appendix of the presentation, our generation portfolio totaled 63.1 megawatts of assets, as of July 31, 2023. This includes 43.7 megawatts of operating assets and 19.4 megawatts of projects and process. As projects and process begin commercial operations, they are expected to contribute to higher generation revenue. In closing, I am pleased with our continued progress this past quarter. From a financial perspective, we believe that we remain well positioned to execute on our near, medium and long-term powerhouse business strategy.
.....
To enable our growth, we’re expanding our Calgary manufacturing operations with the goal of increasing the capacity of the facility from 4 megawatts to 40 megawatts per year of solid oxide electrolysis sale production. In addition, we see the potential to further increase our annual production capacity to up to 80 megawatts by leasing additional space and investing in various process optimizations and send it to increase throughput and yield. We have hired and trained additional staff for a three shift production operation to support the initial planned expansion to 40 megawatts, and we need to add additional staff as required in the future to realize the potential 80 megawatts of annualized solid oxide electrolysis production capacity. Please turn to Slide 13.
In terms of delivering hydrogen to our customers, we offer two solutions. Our Tri-gen platform, which has just been completed for Toyota at the Port of Long Beach in California, as well as our solid oxide based electrolysis platform. First, with regard to our Tri-gen solution, we deploy our innovative net 2.3 megawatt Tri-generation platform to produce emission free hydrogen electricity and water every day. In the Toyota example, the hydrogen produced will be used to fuel Toyota vehicles, while the electricity produced will be sufficient to power the Toyota Logistics Service Center, with additional electricity being sold into the grid, and the water that is generated will be used for car washing. Given the use of carbon negative renewable natural gas for this project, this installation demonstrates our ability to generate renewable hydrogen at the point of consumption, avoiding the cost and emissions associated with delivery of hydrogen to remote users.
We see tremendous potential to apply our Tri-gen technology and other locations utilizing its faith that is the equivalent of three NBA basketball courts, providing energy that is distributed at the point of consumption and avoiding most, if not all, of the permissions and permitting required for centralized production and distribution infrastructure, and we look forward to pursuing those future opportunities. Turning to our solid oxide electrolysis platform, we believe solid oxide presents one of the best opportunities to minimize overall costs, while maximizing efficiency and that our platform will give more organizations the option to implement a flexible energy strategy. We will touch more on our design attributes and differences in a moment.
While our Tri-gen platform benefits from reducing the cost of hydrogen through the cell of electricity, solid oxide electrolysis this is an ideal solution for geographies that have low to no cost power and hydro, strong wind, and or sun covered because most of the cost of hydrogen produced by electrolysis is related to the cost of input power. Efficiency is one of the most effective ways to lower hydrogen costs, and we believe FuelCell Energy’s solid oxide platform is among the most efficient electrolysis technology available. Our platform can generate 600 kilograms a day of hydrogen without any incremental heat source, only using a 1.1 megawatt power and adding a heat source just increases the benefits of our platform efficiency. As an example, process heat from a nuclear power plant further increases platform efficiency, lowering the required power to produce the 600 kilograms a day of hydrogen to 1 megawatt.
A low temperature electrolyzer would require about 35% more power to produce the same amount of hydrogen. Turning to Slide 14. I would like to emphasize how FuelCell Energy solutions are highly differentiated versus other solid oxide technologies. Our first generation high-efficiency solid oxide product comes in two different configurations, one is our 250 kilowatt power generation platform, and the second is our electrolysis platform capable of producing 600 kilograms of hydrogen per day. FuelCell Energy solutions for a number of key performance advantages. Our platform is compact and light weight. Our design keep cost low and avoid supply issues with minimal needs for rare earth minerals and no use of platinum group metals. Our integrated packaged product provides complete solutions for our customers.
Our electrolysis platform is fed with water, not steam. Steam is generated on board using internal heat and electric power. Our power generation platform is capable of combining our operations at up to 80% efficiency. And our power generation platform is flexible in its ability to operate on various fuel hydrogen, biogas, fuel blend or natural gas. All of these different traders give us confidence in our ability to grow in the solid oxide market. Our thin cell architecture leads to a very low stack weight per kilowatt of power rating, which translates directly to lower material costs, and which also provides benefits in faster heat up in recent time. As we increase our solid oxide production capacity, we see significant market opportunities in significant hydrogen generation applications, particularly given the cost advantage of distributed production.
We also see market opportunities in power generation as low carbon solutions increasingly displaced gas and diesel generator. In addition, renewable energy and nuclear power represent CN markets where solid oxide electrolyzer cells can be operated in tandem with power generation yielding high efficiency hydrogen and increasing overall efficiency and flexibility. Before moving to Q&A, we’ll conclude with takeaways from slide 15. I’m excited about how over the last four years our company has navigated our journey. We are commercializing technology and advancing new technologies toward commercialization. We believe that our technologies will have a positive impact on our world. We are demonstrating the commercial value of our technology with our Tri-gen platform operating for Toyota and Long Beach we are delivering commercial results for our customers and for the planet.
We are succeeding in our international growth efforts, most notably in Korea during the third quarter. We are making progress in developing advanced applications for our platforms specifically through our collaboration with EMTEC on carbon capture technology. We are making progress on large projects, including the Derby, Connecticut project, which we expect to achieve commercial operation during calendar year 2023. In addition, we’re making progress an increasing manufacturing capacity for our high efficiency, solid oxide power generation and electrolysis platform, which we believe will give us a differentiated position in the market. We have remained focused on discipline capital allocation and have increased our liquidity through both debt and equity financing.
We believe we are positioned for growth. We believe FuelCell Energy is well positioned to capture market opportunities over the coming years and deliver enhanced shareholder returns over the long run. I will now turn it over to the operator to begin Q&A.
See also 10 AI Tools to Land Your Dream Job and 15 Worst Performing Growth Stocks in 2023.
....On the bottom right of the slide you will see that we finished the quarter with backlog at approximately $1 billion, a decrease of 17% compared to backlog as of July 31, 2022. The reduction in backlog is a result of a reduction in generating backlog due to the decision not to move forward with certain generation projects during the fourth quarter of fiscal year 2022, given their economic profiles, and also due in part to the timing of revenue recognition under product, generation and service agreements since July 31, 2022. This decline was partially offset by an increase in service backlog related to a new service agreement with Noeul Green Energy entered into during the third quarter of fiscal year 2023, which has a contract value of approximately $73 million.
On Slide 8 is an update on our liquidity and our ongoing investment in project assets. As of July 31, 2023, we had total cash, cash equivalents, and short-term investments of $413.9 million. This total includes $303.7 million of unrestricted cash and cash equivalents, represented by the darker blue bar on the chart in the center of the slide, $32.7 million of restricted cash and cash equivalents represented by the purple bar and $77.4 million of short-term investments represented by the lighter blue bar. The short-term investments represent the amortized cost of U.S. Treasury Securities outstanding as of July 31 2023, which were purchased by the Company during fiscal year ’23 as part of the Company’s past management optimization efforts, and all of which are expected to be held to maturity.
Looking at the right hand side of the slide, there is a chart illustrating our total project assets, which make up our company-owned generation portfolio. As of July 31, 2023, our gross project assets totaled $289.4 million, which excludes accumulated depreciation. As detailed on Slide 20 in the appendix of the presentation, our generation portfolio totaled 63.1 megawatts of assets, as of July 31, 2023. This includes 43.7 megawatts of operating assets and 19.4 megawatts of projects and process. As projects and process begin commercial operations, they are expected to contribute to higher generation revenue. In closing, I am pleased with our continued progress this past quarter. From a financial perspective, we believe that we remain well positioned to execute on our near, medium and long-term powerhouse business strategy.
.....
To enable our growth, we’re expanding our Calgary manufacturing operations with the goal of increasing the capacity of the facility from 4 megawatts to 40 megawatts per year of solid oxide electrolysis sale production. In addition, we see the potential to further increase our annual production capacity to up to 80 megawatts by leasing additional space and investing in various process optimizations and send it to increase throughput and yield. We have hired and trained additional staff for a three shift production operation to support the initial planned expansion to 40 megawatts, and we need to add additional staff as required in the future to realize the potential 80 megawatts of annualized solid oxide electrolysis production capacity. Please turn to Slide 13.
In terms of delivering hydrogen to our customers, we offer two solutions. Our Tri-gen platform, which has just been completed for Toyota at the Port of Long Beach in California, as well as our solid oxide based electrolysis platform. First, with regard to our Tri-gen solution, we deploy our innovative net 2.3 megawatt Tri-generation platform to produce emission free hydrogen electricity and water every day. In the Toyota example, the hydrogen produced will be used to fuel Toyota vehicles, while the electricity produced will be sufficient to power the Toyota Logistics Service Center, with additional electricity being sold into the grid, and the water that is generated will be used for car washing. Given the use of carbon negative renewable natural gas for this project, this installation demonstrates our ability to generate renewable hydrogen at the point of consumption, avoiding the cost and emissions associated with delivery of hydrogen to remote users.
We see tremendous potential to apply our Tri-gen technology and other locations utilizing its faith that is the equivalent of three NBA basketball courts, providing energy that is distributed at the point of consumption and avoiding most, if not all, of the permissions and permitting required for centralized production and distribution infrastructure, and we look forward to pursuing those future opportunities. Turning to our solid oxide electrolysis platform, we believe solid oxide presents one of the best opportunities to minimize overall costs, while maximizing efficiency and that our platform will give more organizations the option to implement a flexible energy strategy. We will touch more on our design attributes and differences in a moment.
While our Tri-gen platform benefits from reducing the cost of hydrogen through the cell of electricity, solid oxide electrolysis this is an ideal solution for geographies that have low to no cost power and hydro, strong wind, and or sun covered because most of the cost of hydrogen produced by electrolysis is related to the cost of input power. Efficiency is one of the most effective ways to lower hydrogen costs, and we believe FuelCell Energy’s solid oxide platform is among the most efficient electrolysis technology available. Our platform can generate 600 kilograms a day of hydrogen without any incremental heat source, only using a 1.1 megawatt power and adding a heat source just increases the benefits of our platform efficiency. As an example, process heat from a nuclear power plant further increases platform efficiency, lowering the required power to produce the 600 kilograms a day of hydrogen to 1 megawatt.
A low temperature electrolyzer would require about 35% more power to produce the same amount of hydrogen. Turning to Slide 14. I would like to emphasize how FuelCell Energy solutions are highly differentiated versus other solid oxide technologies. Our first generation high-efficiency solid oxide product comes in two different configurations, one is our 250 kilowatt power generation platform, and the second is our electrolysis platform capable of producing 600 kilograms of hydrogen per day. FuelCell Energy solutions for a number of key performance advantages. Our platform is compact and light weight. Our design keep cost low and avoid supply issues with minimal needs for rare earth minerals and no use of platinum group metals. Our integrated packaged product provides complete solutions for our customers.
Our electrolysis platform is fed with water, not steam. Steam is generated on board using internal heat and electric power. Our power generation platform is capable of combining our operations at up to 80% efficiency. And our power generation platform is flexible in its ability to operate on various fuel hydrogen, biogas, fuel blend or natural gas. All of these different traders give us confidence in our ability to grow in the solid oxide market. Our thin cell architecture leads to a very low stack weight per kilowatt of power rating, which translates directly to lower material costs, and which also provides benefits in faster heat up in recent time. As we increase our solid oxide production capacity, we see significant market opportunities in significant hydrogen generation applications, particularly given the cost advantage of distributed production.
We also see market opportunities in power generation as low carbon solutions increasingly displaced gas and diesel generator. In addition, renewable energy and nuclear power represent CN markets where solid oxide electrolyzer cells can be operated in tandem with power generation yielding high efficiency hydrogen and increasing overall efficiency and flexibility. Before moving to Q&A, we’ll conclude with takeaways from slide 15. I’m excited about how over the last four years our company has navigated our journey. We are commercializing technology and advancing new technologies toward commercialization. We believe that our technologies will have a positive impact on our world. We are demonstrating the commercial value of our technology with our Tri-gen platform operating for Toyota and Long Beach we are delivering commercial results for our customers and for the planet.
We are succeeding in our international growth efforts, most notably in Korea during the third quarter. We are making progress in developing advanced applications for our platforms specifically through our collaboration with EMTEC on carbon capture technology. We are making progress on large projects, including the Derby, Connecticut project, which we expect to achieve commercial operation during calendar year 2023. In addition, we’re making progress an increasing manufacturing capacity for our high efficiency, solid oxide power generation and electrolysis platform, which we believe will give us a differentiated position in the market. We have remained focused on discipline capital allocation and have increased our liquidity through both debt and equity financing.
We believe we are positioned for growth. We believe FuelCell Energy is well positioned to capture market opportunities over the coming years and deliver enhanced shareholder returns over the long run. I will now turn it over to the operator to begin Q&A.
See also 10 AI Tools to Land Your Dream Job and 15 Worst Performing Growth Stocks in 2023.
Sind jetzt keine Knallerzahlen, aber auch nicht so mies, dass man nicht mit einer kleinen Posi jetzt mal rein kann…
I made it
I made it
Warum sollte FC auch anders laufen als alle anderen H2-Werte?
Lagen schon im pre bei über 9% plus
Naja lagen - nun
Naja lagen - nun
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| Zeit | Titel |
|---|---|
| 11.11.23 |