Oct. 18 at 11:38 AM
$FCEL
If Oppenheimer meets with
$FCEL execs Monday and Tuesday this week, that could be the spark.
$PLUG was behind
$BLDP before 2020 until creative financing tied to partner equity deals flipped the story and sent its market cap from under
$1B to over
$25B.
$BE took the natural-gas route early, built 1 GW of yearly capacity, and now sits in the middle of the AI-energy boom.
$FCEL already has real demand, producing around 100 MW a year in Torrington with room to scale to 200, but it needs to reach 500 MW and beyond to handle major AI data-center contracts. Some big tech partners may wait until that capacity is in place before signing large-scale deals. A
$150M AWS partnership at
$10 with performance warrants at
$30 and
$50 would be positive dilution that fuels expansion, attracts institutional backing, and ends the ATM cycle. Getting the share price and, more importantly, the market cap up increases trading volume and liquidity, bringing the big players in — not just retail.
