FCEL vor Gewinnschwelle 2013

 in die Öffentlichkeit und wird damit hoffähig werden. Nicht mehr lange, dann geht es richtig los. Insbesondere, dass nun die "Nahrungskette" der verschiedenen Elemente einer Wasserstoffproduktion, Lagerung, Transport, Nutzung und sonstigen Infrastruktur mehr und mehr ineinander greifen.

Der Artikel ist ganz gut und dürfte auch die Ballards und Plugies interessieren...;-)

http://www.welt.de/wissenschaft/article119768924/...rgiespeicher.html

 

danke  

wie verrückt:)  

 den Kurs wieder sauber nach unten gezogen. Das wird denen noch übel aufstossen. Irgendwann ist "judgement day"...;-))

 

FuelCell Energy (FCEL) reported fiscal Q3 results last Wednesday, September 4. At first I was blown away. FCEL reported record revenue of $54 million, record gross profit of $4.5 million, and record gross profit margins. The last 3 running quarters this year has seen the gross profit margin turn from negative, to 5.5% positive, to 8.4% positive. Gross profit in dollars had a $6.8 million positive swing during this period. SG&A expenses have stayed steady around the $9.0 million range, give or take a few hundred thousand. Net loss was still not a small number at $5.8 million, but it's been coming down significantly.

Let's put this another way. Over Q2, FCEL had a $2.21 million gross profit increase on $11.26 million in higher sales while keeping SG&A expenses flat. This comes to around a 20% incremental profit margin on sales increases. Based on 20% profit margins for further increases, the $5.8 million net loss would swing to break-even or profitable with a $29 million increase in sales.

There was a deal announced shortly before the earnings release with NRG Energy (NRG) to provide financing for potential customers. This is great news for the long term, but I have to be honest: FCEL already has an enormous backlog ($380.8 million), so finding more customers is not exactly a worry for me at this time. Production and filling their backlog is my focus, though I wouldn't be surprised if NRG, being such a large and successful company, is able to help FCEL along in other ways as they stand to make some nice coin on the deal. From the PR:

   "The co-marketing agreement announcement with NRG Energy, the largest independent power producer in North America, leverages our resources and is expected to lead to meaningful order flow," said Mr. Bottone. "The agreement includes a power purchase agreement model for customers that prefer a pay-as-you-go option whereby NRG Energy will own the power plant and sell the ultra-clean power and high quality heat to the customer."  

 

U.S. Military Is Going Green
By Travis Hoium
September 8, 2013

The U.S. military has quietly become one of the biggest investors in green energy over the past five years, and it's taking steps to put even more money behind the sun. Last year, the Obama administration set a Department of Defense goal of deploying 3 GW of renewable energy by 2025 in an effort to reach President Bush's goal of getting 25% of its energy from renewable sources by the same date.
The latest move by the military was an announcement of $7 billion in power purchase agreements for solar energy installations. SunPower (NASDAQ: SPWR ) and NRG Energy (NYSE: NRG ) were among the winners in "multiple-vendor, indefinite-delivery/indefinite-quantity, firm-fixed-price, non-option, non-multi-year" solar contracts, or the chance to win contracts. What's important to note for the solar energy industry is that 58% of the new renewable-energy capacity planned by 2017 is solar  

09.09.2013, 08:20 Uhr Meldung drucken | Artikel empfehlen

KW 36/2013: RENIXX gewinnt über fünf Prozent ? Euphorie bei Solaraktien, Solarcity verliert trotzdem

Münster ? Münster ? Der RENIXX kannte in der vergangenen Woche nur eine Richtung: nach oben. Der Aktienindex für die regenerative Energiewirtschaft ließ sich nicht von weltpolitischen Unsicherheiten aus der Spur bringen. Am Ende blieb ein Plus von über fünf Prozent auf 269,26 Punkte. Dafür sorgte die erneut starke Performance der Solarwerte aus Fernost, wo Yingli Green und Ja Solar mit ihren Quartalszahlen den Startschuss für eine fulminante Sektor-Rallye gaben. Einzig Solarcity kam wegen eines negativen Medienberichts unter die Räder.

Ja Solar, Yingli Green Energy: Der Sektor steht vor einer Wende
Mit Ja Solar und Yingli Green Energy hatten die letzten chinesischen Photovoltaikunternehmen ihre Quartalszahlen vorgelegt ? und diese wiesen durchaus Parallelen auf. Deutliches Wachstum bei Umsatz und Absatz, die Verluste deutlich verringert, aber immer noch im unteren zweistelligen Millionenbereich.

Die Bilanzen waren so etwas wie eine Initialzündung für den Einstieg in den nach Ansicht vieler Experten unterbewerteten Sektor, der in diesem Jahr schon veritabel abgeschnitten Hat. Trina Solar, Canadian Solar und Hanergy verbesserten sich ebenfalls zweistellig. Der Schweizer Solar-Zulieferer Meyer Burger machte im Kielwasser seiner Kunden ebenfalls Boden gut.

Medienbericht belastet Solarcity
Schlechter lief es für den US-Installateur Solarcity, der in dieser Woche die rote Laterne hält. Ein negativer Beitrag im renommierten Anlegermagazin ?Barron?s? verschreckte die Aktionäre.

Applaus für Fuelcell Energy
Das Geschäft bei Fuelcell Energy läuft blendend, auch wenn hier ebenfalls keine schwarze Zahlen gemeldet wurden: Der US-amerikanische Hersteller von Brennstoffzellen hat den Verlust im dritten Quartal auf 4,6 Mio. US-Dollar annähernd halbiert. Gleichzeitig legte der Umsatz um 81 Prozent auf 53,7 Mio. Dollar zu, was an den Märkten so nicht erwartet worden war.

Neue Woche: RENIXX gibt leicht nach
Der Auftakt in die neue Woche ist für den RENIXX eher verhalten. Am Montagmorgen gibt der Index 0,35 Prozent auf 268,33 Punkte nach.

Weitere Nachrichten und Informationen
Biogas: KTG Energie AG steigert Gewinn um 83 Prozent
RENIXX World: Kurse und Charts, Börsen-Stammdaten, Historie ab 2002
Aktuelle Termine zum Thema Börse & Finanzen
RENIXX-Newsletter mit Analystenmeinungen, Wirtschafts-News & -Terminen
© IWR, 2013
 

Kann mir mal jemand verraten, warum Plug Power so abhebt und Fuell Cell stagniert???

Merci vielmals!

 

FCEL ist fundamental gesehen zehn mal stärker als PLUG, warum die Börse so verrückt spielt, tja...so ist ist das Leben...  

NASDAQ: FCEL (Fuelcell Energy)

NASDAQ: FCEL (Fuelcell Energy) has closed at $1.36, its traded Volume was 2560.93K shares, FCEL opened the Day at $1.32, it made an intraday Low of $1.31, and an intraday High of $1.36. FCEL (Fuelcell Energy) 52-week High is $1.64, 52-week Low is: $0.83, it has supports at $1.22 and $1.12, resistances at $1.4 and $1.63. FCEL?s earning is $-0.23 per share, Next quarter estimated EPS is $-0.03, current year estimated EPS is $-0.16. Its PE ratio is -6. Overall, this stock is rated BUY today.  

'North American Market for Fuel Cell Technology - Trends and Forecast to 2018' provides a comprehensive analysis of the market by applications (portable, stationary, transport), types (PEMFC, DMFC, PAFC, SOFC, MCFC), fuel (hydrogen, natural gas, methanol, anaerobic digester gas) and geographic region.

Fuel cells convert chemical energy into electrical energy through an electromechanical reaction - like a battery. The only difference is that the fuel is supplied from outside, thereby making the fuel cell feel like an engine converting fuel into electricity without burning it. Fuel cells are of different types such as proton exchange membrane (PEM), solid oxide fuel cell (SOFC), molten carbonate fuel cell (MCFC) and many more differentiated options based on the components used and the type of reaction taking place within the cell. A variety of fuels can be used such as hydrogen, methanol, biogas, natural gas, and hydrocarbons. When working with hydrogen, fuel cells generate water as an outcome and give electricity with zero emission. Fuel cells are gaining importance as the demand for clean energy is increasing and due to the continuous depletion of oil and gas reserves. Furthermore, the focus is shifting towards renewable energy which is backed by governments and companies in North America.

The North American fuel cell market is segmented firstly on the basis of its applications such as portable, transportation and stationary applications. Secondly, it is segmented on the basis of technology such as Polymer/Proton Exchange Membrane (PEM) Fuel Cell, Direct Methanol Fuel Cell, Phosphoric Acid Fuel Cell, Solid Oxide Fuel Cell, Molten Carbonate Fuel Cell and others. The market is also segmented according to primary fuel sources such as Hydrogen, Natural Gas/ Methane, Methanol, and Anaerobic Digester Gas. Lastly, the market is segmented on the basis of countries such U.S. and Canada. Each country has been analyzed with respect to its market trends, growth, and future prospective of the fuel cell market. The data has been analyzed over a period of 2011 to 2018. The quantitative data regarding all the above segmentation is given in value ($million).

The North American fuel cell market revenue is estimated to reach $667.7 million by 2018. Major factors responsible for the growth of the fuel cell market include the ability of fuel cells in stationary, portable and transportation applications as a source of off grid power source, zero emission and clean energy source and continuous depletion of existing oil reserves makes. The key concerns in the industry pertain to the high cost of catalyst, commercialization of fuel cells and establishment of fuel cell infrastructure.

The report classifies and defines the revenue for the fuel cell industry. It covers qualitative data about fuel cell technologies used in various applications. The report also provides a comprehensive review of major market drivers, restraints, opportunities, winning imperatives, and key burning issues in the fuel cell market. Key players in the industry are profiled in detail with their recent developments. Some of these include Ballard (Canada), Plug Power (U.S.), FuelCell Energy (U.S.), Oorja Fuel Cells (U.S.), and Hydrogenics (U.S.) manufacturing fuel cells for various applications.

Scope of the Report

By Country
- U.S.
- Canada
- By Application
- Portable
- Stationary
- Transportation

By Technology
- Polymer/Proton Exchange Membrane (PEM) Fuel Cell
- Direct Methanol Fuel Cell (DMFC)
- Alkaline Fuel Cell (AFC)
- Phosphoric Acid Fuel Cell (PAFC)
- Molten Carbonate Fuel Cells (MCFC)
- Solid Oxide Fuel Cell (SOFC)
- Direct Carbon Fuel Cell (DCFC)
- Zinc Air Fuel Cell (ZAFC)
- Protonic Ceramic Fuel Cell (PCFC)
- Microbial Fuel Cell (MFC)

By Fuel
- Hydrogen
- Natural Gas/ Methane
- Methanol
- Anaerobic Digester Gas  

grün  

Texas Expects More than $12 Billion in Natural Gas
Texas Expects More than $12 Billion in Natural Gas-Fired Turbine Projects to Begin Construction Before 2016, an Industrial Info News Alert
Tuesday, September 10, 2013 6:15 AM

Texas Expects More than $12 Billion in Natural Gas-Fired Turbine Projects to Begin Construction Before 2016, an Industrial Info News Alert
SUGAR LAND, TX--(Marketwired - Sep 10, 2013) - Researched by Industrial Info Resources (Sugar Land, Texas) -- Texas will add billions of dollars in transmission and grid reliability upgrade projects by the end of 2017, along with new generation capacity. But the state still will be hard-pressed to meet growing demand, according to the Electric Reliability Council of Texas (ERCOT) (Austin, Texas). Industrial Info is tracking 27 natural gas-fired combustion turbine projects in Texas, representing almost 14,000 megawatts.

Other companies featured: NRG Energy Incorporated (NYSE:NRG)

For details, view the entire article by subscribing to Industrial Info's Premium Industry News at

Industrial Info Resources (IIR), with global headquarters in Sugar Land, Texas, three offices in North America and nine international offices, is the leading provider of global market intelligence specializing in the industrial process, heavy manufacturing and energy markets. Industrial Info's quality-assurance philosophy, the Living Forward Reporting Principle?, provides up-to-the-minute intelligence on what's happening now, while constantly keeping track of future opportunities. To contact an office in your area, visit the

Contact:
Joe Govreau
713-783-5147 Less  

Kleine Bitte: Kannst Du jeweils die Links/Quellen mit in Deine Posts reinstellen. Danke!!

 

halte ich für realistisch  

jahr erreicht wird, vielleicht sogar mehr  

das geht nicht immer.dort wo es geht sind die links dran.  

 = ..."mit Erdgas befeuerte GASTURBINEN"....

Leider hat DAS nun so rein gar nichts mit Brennstoffzellenkraftwerken zu tun......So sind sie nunmal, die "JR`s"....

 

es zeigt wie groß der Markt ist, alleine in Texas  und der ist nicht alleine mit Gasturbinen zu schaffen.NRG ist in Texas sehr gut aufgestellt die werden raum schaffen für F Cells.  

nicht mit Fuelcell kooperieren.
 

Boston, MA, 09/10/2013 (nysepost) ? The integrated fuel cell company of the FuelCell Energy Inc (NASDAQ:FCEL) has amazed the market by announcing its profit margin on 4th of September, last Wednesday. The company was making a negative quarter but for the last three quarters the situation has not only been changed from loss to sustainable but it is showing gross margin profit turnover. In the last three running quarters it has been seen that the reported revenue for FuelCell Energy Inc is that of $54 million. The revenue turned from the negative to 5.5% positive to 8.4% positive. Apart from that it was reported that the gross profit was that of $6.8 million. That was off course a positive swing for the organization. In other words the loss which the company was facing rise up to break even and then to a good positive profit.

The Financial boom

Before the news released of their financial earnings the FuelCell Energy Inc had undergone a silent dealing. The deal was announced and made with the NRG Energy. The deal was mainly made to provide a platform of financial security to that of the potential or prospective customers of the organization. This news can prove to be a really important and profitable aspect for the company in the long run. The problem however lies somewhere else. The FCEL is already running on a big backlog and unless that is cleared then there is a chance the already large backlog will emerge to be much bigger.

The future Perspective

As a measurative step in the future the organization expects to have expansion in the margins. This is because they exert the combination of the production volume along with that of the favorable sales mix. This implies the fact that the management of the organization is looking at a profit margin which will be continued. Less  

Danke mal wieder für deine postings.
Ob link oder nicht wer lesen will soll lesen ,der rest soll bitte ruhig und dankbar sein.  

 ....wird eisern bei $ 1,38 verteidigt..... Ist das wohl der "Deckelpreis", ab welchem die Shorts zu zittern beginnen ??? Würde mich mal brennend interessieren, ob die Anzahl der zuletzt genannten Shortpositionen von über 16 Mio. Stück ( per 15.08.2013 ) auch noch per heute Bestand haben...... 

 

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