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Bloom Energy Corporation (BE)

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17,23+2,68 (+18,42%)
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  • D
    David
    Feel for the weak hands that sold. When you see an immediate, sharp drop as we saw here with no news - it’s a total nonstarter. Usually a hedge fund/institutional manipulation to take out stops and accumulate more shares at a discount.
    Likely will end up finishing near green today - despite being due for a pullback. Strong fundamentals for APPS.

    I’d also advise snapping up some Bloom Energy $BE shares. It’s posies to make a nice run up.
  • B
    BO$$BABY
    $TSLA conversation
    https://secure.outsiderclub.com/o/web/273278 $nkla $plug $be $fcel $nllsf $afgyf $dphc $spaq $ayro $gmhi $hcac $nio
    “The Tesla Killer” Is Here
    secure.outsiderclub.com
  • L
    LEAKED-NEWS
    $GNUS conversation
    $GNUS is exploding! Revenues incoming!! NEWS COMING! Huge bids!!! 🚀 🚀 🚀

    $BE $JNJ $TEVA $IBM $MARA $ABEV $UBER $LYFT $ROKU $BA $KO $ORCL $PEIX
  • D
    David
    FuelCell Energy, Inc.
    I keep saying this, and I will say it again FCEL is an INDUSTRIAL play. $PLUG $BLRD $BE $CPST anyone manufacturing sub-megawatt products, those are *commercial enterprises. Industrial activities take time develop because of geopolitics and the regulatory environment, like, as in, multiple election cycles. Ultimately, FCEL, is going to be part of the American H2 economy, either directly as a producer of clean ("Blue") hydrogen, or indirectly as part of the Industrial CO2 mitigation space (or both, haha). 5-10 years from now the cost of water is going to be a HUGE factor in all of this. Electrolysers are getting a lot of attention because they're "here and now," but, ultimately, fuelcell companies are going to have the last laugh, as electrolysers eventually produce hazardous waste, as do renewable energy sources. 97% of FCEL's product is recyclable, and it doesn't use any water to produce hydrogen. Eventually I see oil pipelines being repurposed for either water transmission or hydrogen gas transmission. $MRO is already making inroads on that front, a company whose board is attended by none other than - Jason Few. If you can afford to hold, give this company some time. The silence, the price movements, they are being designed to shake out the weak hands. FCEL also needs time to either build out additional manufacturing space or find a partner(s) that will help them streamline their business and allow them to take on more customers. Presently, (if you read any of the actual SEC reporting, you will find that) FCEL does *NOT currently have manufacturing capacity to meet the needs of anymore customers. Sadly, they are booked. But! The future lies in Nat Gas and Hydrogen, and FCEL has a very nice seat at the intersection of those roads, as well as at the intersection of Production, Generation, and CCU/CCS. The relationship dynamics between all the production, generation, and transmission companies are quite staggering, and very competitive, not to memtion the investment banks.
  • J
    Julia
    $FRII.TO conversation
    #Be Alert For Franchisees : Your cost will get higher because of Flipp.
    Keep in mind: who is going to pay for this. Game rule: who gain and who loss?
    Today, Freshii Inc. , self called the health and wellness brand and Flipp, a retail technology, announced their partnership to offer Canadians value and savings content on the Flipp app.
  • B
    BO$$BABY
    $AFGYF conversation
    With planning underway for the Gen 3 Formula E cars, it has been announced that the charging infrastructure will be provided by long-time series partner ABB. Together with engineers from motorsport governing body the FIA and Formula E, ABB said its e
    With planning underway for the Gen 3 Formula E cars, it has been announced that the charging infrastructure will be provided by long-time series partner ABB. Together with engineers from motorsport governing body the FIA and Formula E, ABB said its e
    www.pmw-magazine.com
  • L
    LEAKED-NEWS
    $GNUS conversation
    $GNUS huge bids coming in on LEAKED NEWS! Don’t miss out before Monday! 🚀 🚀

    $U $SAVA $BE $KODK $FLDM $GAXY $BBRW $OZSC $WPRT $PIC $ZM $ZNGA $MGM $WYNN $LVS $UAVS $IZEA $MVIS $SPAQ
  • G
    G S M
    $BE conversation
    Nice to see $BE b/o from the Feb highs, been accumulating since the low 8s. Just like most IPOs $BE still has a while to reach the previous opening highs of $38 from Sept 2018, once we b/o from that then the fireworks spectacular shall begin.

    Pullbacks to the high $14s-15s may be a good entry point for the long term journey to triple digits++ (yes potentially the stock of the decade)!
  • u
    universe
    $BE conversation
    $BE I see some discussion boards talking about insider sales on Feb 18. Here are some facts to provide some relevance:
    CTO sold ~6k shares, out of 632k shares that he still owns (sold less than 1% of his ownership)
    COO sold ~3k shares out of 132k shares that she still owns (sold less than 2% of her ownership)
    CFO sold ~8k shares out of 304k shares that he still owns (sold less than 3% of his ownership)
    GC sold ~3k shares out of 311k shares that she still owns (sold less than 1% of her ownership)
    These are minor transactions, and seem to be on automatic disposition schedules. The company management, as a major part of their compensation package, is issued employee stock options and other performance related stocks vesting. And these are set on auto sales schedules.
    Interestingly, Founder & CEO has not sold any of his positions, and has been accumulating since late last year.
    All in all, I see management fully vested in $BE's success...Stock will touch $20 level soon!
  • u
    universe
    $BE conversation
    $BE Great day today..decisively crossing the key $7.5 benchmark ..now Shorts are fully cornered and they are going to feel the pain of interest losses and margin calls..
    Shorts didn’t see the sentiment shift coming on Fuel Cell energy / clean energy sub-sector in general, and $BE company in particular .
    They underestimated the loyalty of $BE long term investors.
    While this is far from celebration, we applaud $BE mgt and board to stay focused..and look forward to a spectacular quarter for the upcoming Feb earnings report .
    The stock will now rise to double digits - of course with daily ups and downs - but trend is positive and momentum too strong for shorts to come in the way!
    Thanks my friends here who believed in $BE stock and happy new year!
  • u
    universe
    $BE conversation
    Why the next qtrly call for $BE may bring us some additional positive upside..(and why your feedback here is important!!!)

    The next qtrly earnings will be Jeff Immelt's first one after joining the Bloom Energy's board..I expect a lot of fireworks as this is Jeff's moment to show to the world that he still has it...he is still relevant as a brilliant ,visionary exec..we all know after GE's stock a hit during and post Jeff's tenure as the CEO, Jeff's reputation did take take a hit too...
    I expect a huge $BE positive surprise and some change/momentum in their upcoming earnings call (see my other posts on mega-trends propelling $BE product demand) ...now it is up to BE's management to execute properly. With Jeff's steady hands in the background and with his expertise and trusted relationships in energy sector and past clients and partners relationships - there should be a plenty of upside for $BE's revenue for 2020 guidance and beyond...
    If $BE management is reading this blog, we (the share-holders ) expect you - the Bloom Energy management to take full advantage of the great board that KR has put together, and that your PR/marketing team needs to get out there behind Jeff and other stars in the company speaking about your brand, your client use cases, and how it is positively impacting the wold..you can't be sitting silent in your silo when actively under attack from Shorts and their media machine!
    PS: To all my friends here on the Yahoo posts (you are all shareholders) - please like this post or provide comments so BE's management takes notice and get your feedback. I am sure someone from BE will be reading your comments over a cup of hot tea or coffee :)
    PS: In the last 60 seconds of the trading session today (Dec 10), someone bought 100,000 shares and that moved the stock from $5.13 to close at $5.18 (5 basis point movement in 60 seconds alone) in spite of all the shorts pressure and overall negative sentiments in the markets today..that may indicate how much of an upside there is in the $BE stock...the daily volume is >$2M.. a little spark can (and soon will) create a huge rally...shorts will panic creating a feedback loop..I am expecting the spark moment to be in the week of Dec 15 , unless US-China deal news or some $BE significant order press release spooks the shorts sooner!
  • u
    universe
    $BE conversation
    $BE tested all sort of bad news ans short attacks at the company level and now at the overall market sentiment level, and it is still standing strong at $11+ , shows its resiliency and upside. Added $BE long positions to my portfolio, expecting price jump post earning statements as the fear of bad news is bigger than any bad news (on the contrary expecting good news in terms of PG&E and management guidance, as Qtr1 -2020 is almost there..) !
  • u
    universe
    $BE conversation
    $BE downward pressure seems to be based on the fact that their insider management (COO, CTO and GC) sold their stocks on Jan 28 through Jan 29. Although it is normal for company execs to sell their vested stocks on regular intervals because that is a major part of salary - the CTO (Venkataraman Swaminathan) seems to have sold more shares than his usual. Of course the short sellers are magnifying this news and dumping to push the pricing down on Friday (with Corona virus fear that has nothing to do with clean energy demand or use)
    What folks are failing to take a note is that the CEO, CFO and the Board Members who probably have the best knowledge of the company revenues and profitability outlook did not sell any shares. In fact, they seem to be adding or holding on to their stocks. $BE earnings and guidance are just a few days away - this may be a good opportunity to BUY on the dip and add to your positions!
  • u
    universe
    $BE conversation
    Today was another strong day today for $BE .. 2.8M shares about 30% higher than average daily volume while pushing the stock up by more than 9%...at one point the stock touched $6.83..Shorts threw everything to stop the march..at around 3:15pm they dumped 200,000 shares within a few minutes, but no one panicked..the stock was resilient and stock came back up in no time. Shorts are trapped and soon their short squeeze will start pushing the stock to where it should be in double digits..what a change within 3 days..wall street is now taking the notice, soon everyone sitting on the sideline would want to join the party.. and it is just a beginning for a great ride ahead. Well done Bulls..you outsmarted shorts, and got them where they should be..and long term investors stand behind you..and our planet need this clean energy technology to be everywhere,..what a great fun, doing well while doing good for the planet:)
  • u
    universe
    $BE conversation
    $BE has 50% plus upside at this point..BUY, I loaded up on dips!
    => Today we saw the buyers coming in the large caps (DJI, S&P 500, Nasdaq 100)...now the rally should heavily move to the US Small Caps over the next few days especially the sectors that got crushed and had nothing to do with COVID 19 sensitive areas (travel, hotels, etc.).
    => With $BE traded heavily as a part of iShares Russell 2000 ETF (IWM) and even more so under WilderHill Clean Energy ETF (PBW) -we should see higher momentum in the next few days. PBW started gaining steam around 3:15pm today. So there should be extra wind behind $BE's rise over the next few days...!!
    I also noticed that $BE came under constant attack from short especially around 2:20pm and continuing until the end of the session. Which is a good news, shares are on Sales! Remember, Shorts still have to buy back their positions ($BE is heavily shorted). In conclusion, $BE price target is $15+ (50% plus inherent value).
    I strongly recommend BUY.
    Note: I will be covering the stock more closely over the next few days until we fend off our Shorty Short friends !!
  • u
    universe
    $BE conversation
    $BE stock showed great resilience today in-spite of the major selloff across the board on China flu pandemic fears (which by the way has nothing to do with clean energy demand trends -- but who said the markets were rational). Shorts have done us a favor by suppressing the stock and testing it so many times to only make it stronger. With SEC going after the so-called ESG funds (largest fund growing category) who pretend to invest in clean technologies and companies improving our planet but they have not been - to really make sure that they do what they say they do -- there will be increasing fund flows pushing $BE stock prices higher. Shorts have underestimated the clean energy awareness and mandates from corporate CEOs and government leaders (who by the way returned from Davos fresh with the climate change top agenda)....I thought this would be a perfect window for Shorts to get out , but as usual they are pushing their luck hoping China flu situation will provide some wind to their failing sails. Now that China has finally put its foot down on controlling the situation, and healthcare systems and people around the world are better prepared than before -- this fear of the world coming to an end should be over in the next few days. I just bought more $BE stocks today when it on sale at $9 level. There were a flood of buy orders at $9 that shorts could not pierce through and the stock bounced back so fast that shorts will have a sleepless weekend for sure. At any rate - wishing you all happy weekend and a bullish week ahead!
  • u
    universe
    $BE conversation
    $BE...this is just the beginning. Thanks to Shorts, $BE stock has been depressed for so long.... Time to reclaim its $20+ mark. As soon as $15 mark is reached which should be soon, more institutions will invest and it will be a virtuous cycle to continue..and shorts are probably thinking what new phony story or frivolous lawsuit they can come up with now, but the smarter shorts will get out today..and the last Short standing in this case will be holding the bag, a big one in this case...well done $BE mgt team, board and smart Bulls...our great journey is just beginning !
  • u
    universe
    $BE conversation
    $BE revenue recognition mistake though careless, is not material to affect 20% dip.
    Use this dip to BUY, there reasons WHY.

    Here is why:

    1. MSA revenue which is one of the three financing options - will be spread over the client contract duration, rather than upfront. This accounting change will affect less than 10% of the revenues. And even though the revenue recognition may decrease one qtr, it will add to the subsequent qtrs - so eventually it should even out over the 12-month period (e.g if qtr1 , 2018 revenue recognition is now decreased, the remainder of the revenue will now add to the next qtrs thereby increasing qtr2, 2018 to qtr4, 2018 revenues). In nutshell, under worse case scenario 10% of the recent revenue in Q1 - Q4 2019 duration will now be under some "unrealized revenue" category - but it is "real cash" that the company received and still in its cash flow. I would argue that since these are capital projects and long-term by nature - no client just cancels their contract on the fly (this is not some try-buy type product) , so this accounting change is not material. But I do agree, the company should have been more careful and some heads need to roll (they need to bring in new auditors and accountants).

    2. Now let's focus on the real performance for q4. The company achieved

    => Q4, 2019 number of acceptances was 286 (beat the highest end of their Q3 guidance of 355-385)

    => FY 2019 closed with a backlog of 1,983 systems. 45% increase over FY 2018. Basically, the company has $2.2 Billion of revenue lined up (50% products , 50% services), plus additional $2.1 Billion of service revenues coming from the servers already sold

    => Company has $377 Million cash on hand, $19 Million increase from Q3. Which means, the company is already cashflow pisitive.

    3. In conclusion, the company delivered a great qtr, and the outlook for FY 2020 is fantastic with $4.5 Billion of revenue in pipeline. Please note that $BE revenue is multiples ahead of $BLDP or any other fuel cell company on this planet. This accounting error bad news will fade quick in the light of great Q4, 2019 and FY 2020 outlook. Shorts will try to cover, and smart investors will BUY on this dip. Stock will recover quickly.

    I am typing this quick - so my apologies for the errors etc. But I wanted to get it out there for my friends here to BUY on the dip!
  • u
    universe
    $BE conversation
    $BE pull back was mostly sector related along with Raymond James downgrade rating...but unlike other companies $BE is heavily shorted. Therefore, the big drop and (it still continues after-hours ) is further pushed by short sellers. That is also an upside because at some point shorts are going to blink or their bank is going to whichever comes first ....
    The big institutional buyers like JPM, MS, Credit Suisse who are upgrading the stock, and many other smart funds including ESG funds and investors are not done buying...they are waiting for the speculators to shake out and pick up the stock ..moving forward, I also expect a lot of price movement after hours and lesser movements during the day session because they would not want too many day traders fooling around with the stock price..!!!!
  • u
    universe
    $BE conversation
    $BE just got awarded an important US patent on a rare element - reducing their fuel cell cost $ per kWH and handing them an important advantage

    Patent: Method of refining of scandium oxide from concentrates using solvent extraction

    https://patents.justia.com/patent/10494697

    Background: Scandium is among the most expensive elements. Price for pure scandium fluctuates between 4,000 and 20,000 US dollars per kilogram. Meanwhile, the limited market generates a variety of prices at any given time... The world production of scandium is in the order of 15 tonnes per year, in the form of scandium oxide. The demand is about 50% higher, and both the production and demand keep increasing. (source: https://en.wikipedia.org/wiki/Scandium )

    Scandium’s applications are in solid oxide fuel cells (SOFCs) (produced by $BE ). SOFCs are a major application of Scandium. These fuel cells can produce energy very cheaply and efficiently through continuous heat-producing internal reactions. SOFCs (Bloom Energy fuel cell servers can use multiple inputs) can be powered with cheap natural gas, hydrogen or methane produced from organic waste, and electricity from these cells costs only cents for each kilowatt hour..on par or cheaper with large Utilities (Utilities have a growing transmission and upkeep costs such as evidenced by California wild fires, and resiliency issue - another topic to talk about later on ).

    With $BE's hold on this efficient Scandium's chemical extraction process - it just added a tremendous technology and cost advantage to its Fuel Cell clean and cheap electricity production.. And that is going to reflect in their coming earnings reports and help increasing gross margins $ as they move forward in 2020 (pushing Earnings and stock price). Also look at other patents that $BE won in the last few months alone: https://patents.justia.com/assignee/bloom-energy-corporation (Bloom has tens of patents around fuel cell technology and remote maintenance).

    My personal opinion, Fuel Cell Power Generation Technology is going to create long-term huge upswing in the $BE enterprise value (which will eventually show up in the current stock price*), as the Battery Energy Storage IP did to push Tesla $TSLA enterprise value..

    Would love to hear your comments...!!!

    PS: My personal opinion (disclosure: I am a small (tech) investor and I do my own due diligence.. I am long on $BE) I look forward to the upswings in the stock soon (see my notes on the Short Sellers activity and their false rumors that did damage the stock...but their activity is now coming to an end and their misinformation campaign is over - you can see my other blog on the inevitable Short Squeeze coming soon..)

    PS: My personal thanks to a good Samaritan who alerted me to the recent patent approval by USPTO..
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