FuelCell Energy - going green Message Board

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Technology Stocks : FuelCell Energy - going green

FCEL 8.950

+15.8%

Oct 31 9:30 AM EDT

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To: Art Bechhoefer who wrote (209)	9/11/2023 7:07:42 PM
From: robert b furman	Read Replies (1) of 211

Hi Art, Well we get what we pay for. Let's face it, the worst loss we're fearing is less than $1.50. I have had a position in XOM for several years. XOM has a very unique skill in very large projects and have recently made big acquisitions and agreements with carbon capture, specifically in the Louisiana and Texas Gulf of Mexico coast line. With the extension till March of 2024, they'll have a FID by then I'm thinking. The size of just the Linde project will give FCEL a huge boost in backlog if their carbon capture equipment is utilized by XOM. My guess is the carbon capture attached to the refining towers and flare towers If XOM chose to upgrade all of their global foot print of just the refining towers could double FCEL quarterly revenue. That would be for just existing projects. Keep in mind this is a new division of XOM's. They have it along with two other divisions, so it could be huge very quickly. Their future estimates out in time are in the trillions. The tri gen sounds cool but carbon capture is a very central theme within XOM. It could well be pivotal for FCEL in the carbon capture device. Bob

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