FCEL vor Gewinnschwelle 2013

hat mich ja selbst mal interessiert... !

vielleicht kennt einer der Experten hier den Wirkungsgrad der einzelnen Anlagenkomponenten bzw. deren Funktionsabläufe und kann uns diesbezüglich weiterhelfen?!  

Es gibt auch so ein Belohnungssystem an der Börse. Das heißt ganz einfach Wissens und Informationsvorsprung.
Die Punkte die jetzt in der Diskussion erarbeitet wurden werden sich in der nächsten Zeit in Form von kursrelevanten und positiven Nachrichten wiederspiegeln.  Da der jetzige Kurs diese Zugewinne noch lange nicht eingepreist hat sind hier auch langfristig entsprechende Gewinne zu erwarten. Mit ein wenig Börsenerfahrung dürfte sich dann dies auch durch enorme Gewinne bezahlt machen.  Ich kann es nicht oft genug sagen. Die konstruktive Zusammenarbeit macht mir riesig Spaß  

branche braucht einen Eisbrecher welcher endlich schwarze Zahlen liefert.

Das Unternehmen dass am ersten den Eintritt in die Gewinnzone verkündet wird vermutlich den Branchen- Turnaround einleiten.

Ich tippe mal darauf dass es ein Kopf an Kopf- Rennen zwischen Plug, Hydrogenics und FuelCell geben wird.

Bin gespannt wie sich die strategische Partnerschaft von FCEL mit dem südkoreanischen Stahlproduzenten Posco auswirkt.

Dass neben dem bekannten Samcheok- Projekt in Süd- Korea nun ein zweites LNG-Projekt aufgezogen werden soll (Pyeongtaek) ist überaus erfreulich.
FCEL dürfte hier vermutlich schon einen Fuß in der Türe haben.

Ebenfalls erfreulich... der Auftrag bzgl. Samcheok war wohl erheblich größer als bisher bekannt...
 

da mir auch der Automobilfaktor sehr Interessant erscheint, frage ich mich in welcher Form FC daran Teilhaben könnte ( Entwicklung,Vermarktung von Anlagen für PKW"s,zusammenarbeit mit Herstellern??)

Hat da jemand eine Idee?  

wenn dann nur in richtung wasserstoffherstellung... hier die pilotanlage  

Japan to give subsidy to fuel cell car buyers
Biz / Tech Aug. 25, 2014 - Updated 07:20 UTC+2
Japan's industry ministry plans to give a subsidy of at least two million yen, or about 19,000 dollars, to people who buy new fuel cell cars.

Fuel cell vehicles run on electricity generated by a chemical reaction of hydrogen and oxygen. They produce no carbon dioxide.

But the cars are pricey. Toyota executives say a model set to go on sale by March will cost about 67,000 dollars. Honda and Nissan plan to release similar vehicles.

Ministry officials say they will ask for funding for the subsidy in the draft budget for fiscal 2015, which starts next April.

They plan to ask for additional subsidy funding of about 100 million dollars to operate hydrogen filling stations.

They also intend to request money for testing the viability of producing hydrogen from cheap coal overseas and shipping the gas to Japan.  

Erts kürzlich wurde folgender Artikel zu dieser Thematik veröffentlicht.

Hydrogen Refueling Station Infrastructure Market Opportunity For FuelCell Energy
Aug. 14, 2014 3:42 AM ET  

Summary

Onsite distributed hydrogen production systems could potentially accelerate the mass rollout of hydrogen refueling stations for hydrogen-powered fuel cell vehicles (FCV).
Tri-generation technology is the key for station operators to survive the initial lean years by capitalizing on multiple revenue streams to improve overall economics while FCV sales ramp up.
Flexibility with regards to fuel type inputs and variable product outputs allows operators to maximize value in their specific market demographics.
Most of the current revenue and media emphasis on FuelCell Energy (NASDAQ:FCEL) is attributed to their utility-scale fuel cell power plants that are measured in output of megawatts. Fuel cells were created with the goal of supplying emissions free power and never intended to produce purified hydrogen, which is the input requirement for a traditional hydrogen based fuel cell. One unique attribute of FCEL Direct FuelCell (DFC) technology is the ability to internally reform a fuel source without requiring an external reformer. In other words, a wide variety of fuels such as natural gas or propane can be provided directly into the fuel cell which gets converted into hydrogen before it is transformed into power. FCEL has developed a process to produce extra hydrogen over and above the amount required for generating electricity, which then gets purified and compressed for later usage.

This discovery might not mean anything to some people but the implications could dramatically solve one of the biggest hurdles preventing the mass adoption of hydrogen-powered fuel cell vehicles and that is lack of a nationwide hydrogen fueling station infrastructure. Presently, several regions with either high environmental legislation or densely populated have spearheaded the construction of a network of hydrogen fuel stations. There were 85 hydrogen refueling stations in USA in 2010 with the majority of them centered in California. Some of these stations utilize another technology known as electrolysis that takes electricity to extract the hydrogen out of water.

What is interesting about FCEL's DFC technology are the features known as co-generation and tri-generation. An example of co-generation in their bread and butter power plants is the creation of both usable electricity and heat. In the context of this article, co-generation would focus on producing electricity and hydrogen, and tri-generation would also include the third element of heat. Each of these outputs provide a valuable revenue stream and could also be used to power the electrical and heating requirements of the facility housing the plant.

Presently, Hyundai is the first car manufacturer to offer an FCV for sale in California in 2014. Toyota and Honda recently announced firm plans to begin selling an FCV in 2015. And it is inevitable other companies will follow in their footsteps in subsequent years.

Despite government subsidies and incentives to encourage businesses to construct a hydrogen fueling station, the economics of running the operation would realistically be quite dismal especially if there might be only several thousands of FCVs in use during the first several years. Thus, the stations utilizing electrolysis to generate only hydrogen from electricity would likely incur heavy losses with infrequent and limited fueling transactions. However, the stations that have tri-generation technology will immediately have a means to recoup capital investment beyond fill ups by FCV. Tri-generation stations can produce electricity, heat, and hydrogen and sell power to the grid or heat for industrial usage. This is critical to enabling a station operator to financially survive the initial lean years while FCV sales ramp up materially.

As mentioned earlier, DFC technology can utilize a variety of fuel inputs including the pursuit of completely green technology applications such as biogas or landfill waste gas. FCEL has been operating a 250 kW pilot plant for about three years in Fountain Valley, California that runs off biogas that is the byproduct of the Orange County Wastewater Treatment Plant. Normally, this unwanted "waste" gas is flared off by burning it up but now there exists a means of using the biogas to create power, heat, and about 100 Kg of hydrogen daily.

In April 2014 construction started on a new $7.5M 300 kW pilot plant based near the Vancouver, B.C. (Canada) area that will utilize a nearby landfill waste gas to create four valuable outputs of power, heat, hydrogen, and carbon dioxide (i.e. Quad-generation). The heat and carbon dioxide gets used to help grow crops for the greenhouse operation of Village Farms and excess electricity and hydrogen will be sold for commercial use. Landfill waste methane gas contains some impurities such as sulphur and it requires biogas clean-up technology offered by Quadrogen, one of the JV-partners in this green initiative, before it can be used as fuel input for the FCEL plant. This quad-generation plant is scheduled to be commissioned in early Q2-2015 and is considered to be a game changer in the existing arena for the renewable landfill gas market.

A value added feature is the flexibility to control the quantity of each product output. If for example, the local utility has reached capacity at peak hours of operation, then one could maximize the generation of electricity to sell to the grid at optimal prices, then later scale down the generation of power and ramp up heat output during the cold nights, and/or switch back to hydrogen production. This allows each operator to maximize the supply-demand of each commodity to the strength of their local markets.

FCEL had received a $2.8M grant in spring 2014 to develop a DFC-H2 tri-generation plant outfitted for natural gas fuel input at its Torrington, Connecticut manufacturing facility. It is scheduled to be operational by the end of 2014 and is capable of producing 135 Kg of hydrogen daily. This plant will showcase the technology to interested industry parties. The potential market for DFC-H2 tri-generation power plants is estimated to be $1.6 billion in the USA alone.

Conclusion

FCEL DFC technology operates independent of hydrogen due to its ability to use a wide variety of fuel inputs. It can create multiple product and revenue streams including hydrogen to eliminate costly and inefficient conventional transportation processes. Variable output process flexibility allows operators to improve overall economics of running a hydrogen refueling station by capitalizing on downtime. The many listed benefits along with satisfactory results from the long-term pilot plant to date create a compelling case for FCEL to potentially capture significant market share in the infrastructure build out of a nation-wide hydrogen refueling network. California alone will develop up to 46 hydrogen refueling stations in the state over the next four years.  

ja , dass ist ein bedeutender Aspekt, der Fantasie in die Aktie bringt.

Das scheint eine Alternative zu sein zur energieineffizienten Elektrolyse und könnte ein Beitrag sein, um beschleunigt eine Wasserstoffinfrastruktur aufzubauen.

Ein wirklich guter Artikel  

für den Artikel, wenn es mal soweit ist wird FC wahrscheinlich auch noch Tankstellenbetreiber :-)  

jetzt warten wir erstmal auf die Zahlen die den Kurs hoffentlich Beflügeln, Feierabend:-)  

zusätzlich zur Tri-Generation (Kraft-Wärme-Kälte) hat FuelCell Energy die Kompetenz die sauerstoffarme Kathodenabluft von Brennstoffzellensystemen zum präventiven Brandschutz zu verwenden und als weitere Einnahmequelle zu nutzen  (Rechenzentren, Tiefkühllager etc...)...

Imbesonderen soll die südkoreanische Firma Posco in dieser Sparte tätig sein ;-)
 

Der US-amerikanische Markt ist eher optimistisch, was FCE angeht, wenn man sich das Open Interest verschiedener Optionsscheine anschaut:

http://data.cnbc.com/quotes/FCEL/tab/1.2

 

würde es ausgeglichen nennen: call put open int. für 2,0$ :  384.0 zu 389.00 und für open int. 2,50$ : 3,032.00 zu 2,911.00  

Diese Optionsscheine bekommt man nicht über flatex, oder? Ich hab bisher leider noch garkeine von Fuel Cell oder Ballard gefunden, die man über flatex bekommt.

 

FuelCell Energy's Cost Effective and Efficient Carbon Capture Progresses Under U.S. Department of Energy Program
By GlobeNewswire,  August 28, 2014, 08:30:00 AM EDT
Vote up AAA



DANBURY, Conn., Aug. 28, 2014 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (Nasdaq:FCEL), a global leader in the design, manufacture, operation and service of ultra-clean, efficient and reliable fuel cell power plants, announced the progression into stage three of a carbon capture development project supported by a previously announced award from the U.S. Department of Energy Office of Fossil Energy's Carbon Capture Program (DOE), and implemented by the National Energy Technology Laboratory. The project focuses on using Direct FuelCell® (DFC®) technology to efficiently and cost effectively separate carbon dioxide (CO2) from the emissions of coal-fired power plants. After achieving the project design and financial goals established for phases one and two, FuelCell Energy has received $1.2 million to continue into phase three of the project including the validation of the CO2 capture process using a DFC fuel cell stack.

"This project is making measurable progress for providing an efficient and cost effective carbon concentration and capture solution for coal-fired power plants, which has compelling market applicability," said Chip Bottone, Chief Executive Officer at FuelCell Energy. "This next phase of the project advances the solution to demonstrate a commercial fuel cell stack, which is a significant step towards commercialization."

Analysis already undertaken illustrates that the DFC CO2 capture systems have advantages over existing commercial technologies, due to their ability to capture CO2 from fossil based power plants while also producing additional power. The results have indicated that the DFC carbon capture plants have the potential of meeting the DOE's carbon capture cost goal of $40/ton for commercial applications.

The project began in late 2011 and consists of system design, cost analysis, and long-term testing of a Direct FuelCell® (DFC®) stack. Funding for the project is awarded in stages as certain progress milestones are reached. The final $1.2 million DOE award of the total $3 million project is now authorized to further advance the carbon capture system. This funding authorization follows favorable results achieved from the technology and economic analysis conducted in the prior stages of research and development. This third stage includes validation of the DFC technology capabilities by using a fuel cell stack to separate 90% of CO2 from a simulated coal gas plant exhaust. This test will be the final stage of the validation for the technology before field trials using a DFC power plant.

FuelCell Energy's DFC technology separates and concentrates CO2 as a side reaction during the power generation process. In this application of the technology, the exhaust of a coal fired plant is directed to the air intake of a DFC power plant, which separates and concentrates the CO2 in the exhaust for commercial use or sequestration. Another side reaction that occurs when the fuel cell is used in this application is the destruction of 60 to 70 percent of smog-producing nitrogen oxide (NOx) emissions in coal plant streams as the exhaust passes through the fuel cell. This reduces the cost of NOx removal equipment for coal-fired power plant operators while benefiting the environment. Since DFC power plants produce power efficiently and with virtually zero emissions, the net result is a very attractive solution to prevent the release of green-house gases by coal-fired power plants while simultaneously increasing the net efficiency and power output of the plant. Additional benefits include reduction of the operating cost related to removal of NOx and reduction in water usage as existing carbon capture technologies are water intensive.

About FuelCell Energy

Direct FuelCell® power plants are generating ultra-clean, efficient and reliable power at more than 50 locations worldwide. With more than 300 megawatts of power generation capacity installed or in backlog, FuelCell Energy is a global leader in providing ultra-clean baseload distributed generation to utilities, industrial operations, universities, municipal water treatment facilities, government installations and other customers around the world. The Company's power plants have generated more than 2.7 billion kilowatt hours of ultra-clean power using a variety of fuels including renewable biogas from wastewater treatment and food processing, as well as clean natural gas. For more information, please visit www.fuelcellenergy.com

See us on YouTube

Direct FuelCell, DFC, DFC/T, DFC-H2 and FuelCell Energy, Inc. are all registered trademarks of FuelCell Energy, Inc. DFC-ERG is a registered trademark jointly owned by Enbridge, Inc. and FuelCell Energy, Inc.

CONTACT: FuelCell Energy, Inc.Kurt Goddard, Vice President Investor Relations
        203-830-7494
        ir@fce.com


Read more: http://www.nasdaq.com/press-release/...f-20140828-00322#ixzz3BgqphTcQ  

Analysis already undertaken illustrates that the DFC CO2 capture systems have advantages over existing commercial technologies, due to their ability to capture CO2 from fossil based power plants while also producing additional power. The results have indicated that the DFC carbon capture plants have the potential of meeting the DOE's carbon capture cost goal of $40/ton for commercial applications.  

Versuchs mal über ne Auslandsbörse (NASDAQ) bei Flatex, allerdings sind die TAK (Transaktionskosten) höher.

 

Für im Oktober auslaufende Scheine sieht es recht bullish aus, zumindest bei einem Strike von 3$, 4$, 5$ und sogar 6$.

(Drop-Down-Menü => "Expiring in Oct 14" => Button "View Options")  

http://www.streetinsider.com/Corporate+News/...e+Program/9789933.html
 

weil es Heute so ruhig ist mal was zum lesen.
Betriftt zwar nicht unbedingt FCEL aber trotzdem interessant.

http://www.latimes.com/business/autos/...es-davis-20140814-story.html



Bin seit kurzen auf folgende Firma gestoßen.
"MVTG"
Hört sich ganz gut an.
Was meinen die Experten??
 

...niemand schreibt was zum Eintritt in Phase 3 des Carbon Caputuring Programs? Die Aktie reagiert auch nicht wirklich....Bin ich der Einzige, der diese Meldung super gut findet?

Immerhin ist das ein super Fortschritt, FCE bekommt weitere 1,2 Mio.$ für dieses Projekt und genießt das Vertrauen der Regierung.

Darüber hinaus werden über diese Technologie Konkurrenten von FCE (Kohlekraftwerkbetreiber := "KKB") zu Kooperationspartnern und es gibt eine Win-Win-Situation. Auch die Lobbyisten/Interessenverbände der KKB hält man sich so vom Hals.

Und das wirtschaftliche Potential, was da dran hängt...unglaublich. Es gibt noch haufenweise Kohlekraftwerke (fast) überall auf der Welt.

Also ich bin extrem froh über diese Meldung :-)

 

Ich bin auch froh über die Erfolge und Meldungen.
Nur warum beeinflussen diese den Kurs nicht in die richtige Richtung?  

Meine Vermutung: weil es nicht das Kerngeschäft von fcel ist sondern "nur" einen "Nebenverdienst" darstellt.  

Montag ist die Börse in den USA zu!!
Feiertag!  

Hatte ich tatsächlich übersehen. Offtopic, kennt jemand eine gute Kalenderapp, die einem jeweils anzeigt, wenn irgendwo auf der Welt ein bankholiday ist, ergo die Börsen zu?