aa60409d62966435d062835ddb2ef5ba9e2ca325

Звуци

• Speaker 1 1:27
• Speaker 2 2:47
• Speaker 3 0:00
• Speaker 4 0:29
• Speaker 5 1:27
• Speaker 6 1:25

1. 0:00

   Поглавје 1: All right, we're here with Caden. 84s · Speaker 3

   All right, we're here with Caden. I'll give some context for the listeners and people interested in potentially investing in fuel cell energy. Long story short is I've been looking for the next plume energy for a couple of months and very, …

2. 1:25

   Поглавје 2: It is, it is, it is. 71s · Speaker 6

   It is, it is, it is. Yeah, fuel cell yesterday, there was a government, there was a government filing actually hidden about a week ago in the Fairfax County government website. And that T5 had submitted this filing, and it's a 60 megawatt f…

3. 2:36

   Поглавје 3: So I've never heard of T5, to be honest. 299s · Speaker 3

   So I've never heard of T5, to be honest. The four gigawatts, they have deployed that much capacity. Yes, they're operating four gigawatts of data center capacity. Okay. I'm going to be super annoying. I want to verify every single step here…

4. 7:38

   Поглавје 4: okay gotcha and yesterday when I shared your post but only with subscribers and then I told them verify for yourself, I haven't checked it yet, if it's true or not. 300s · Speaker 2

   okay gotcha and yesterday when I shared your post but only with subscribers and then I told them verify for yourself, I haven't checked it yet, if it's true or not. And a couple people were like, oh, I put it into Gemini, I put it into JGBT…

5. 12:39

   Поглавје 5: okay, again, this is for inference. 298s · Speaker 1

   okay, again, this is for inference. This is not for training. This is not just for inference. And for inference, proximity to your end user is quite important. I think, Caden, are you pro or anti -nuclear in general? I'm pro -nuclear, for s…

6. 17:40

   Поглавје 6: Fuel cells are that much more efficient in space, right? 300s · Speaker 2

   Fuel cells are that much more efficient in space, right? It's unbelievable. So I think we can agree that all of these things have their place when it comes to taking pressure from the grid. The grid itself, of course, should be expanded. Nu…

7. 22:40

   Поглавје 7: And so there was never this urgency, this time to power urgency, right? 129s · Speaker 1

   And so there was never this urgency, this time to power urgency, right? There was never this bottleneck of sold out companies across the board and power generation. And so we have this just inflecting dynamic that there was never before. Ob…

8. 24:49

   Поглавје 8: is their current monthly burn like 25 ish million dollars of cash so so so okay i want to kind of summarize this you have so much knowledge this company but I want to kind of summarize it for the audience that basically the business historically has been shit because long story short fuel cells they didn't have a use case there was no use case where fuel cells are the best solution now because getting a ton of power on site you need to have it on site fast with minimal or no water usage which by the way they also check no pollution which means no air permit And fuel cells are perfect now. 102s · Speaker 2

   is their current monthly burn like 25 ish million dollars of cash so so so okay i want to kind of summarize this you have so much knowledge this company but I want to kind of summarize it for the audience that basically the business histori…

9. 26:32

   Поглавје 9: 10 -bagger. 301s · Speaker 3

   10 -bagger. This actually could be a 10 -bagger. I think it's a multi -bagger opportunity and I've believed that since the beginning of my investment. And I'll lay out a few reasons why I think that this can be a 10x investment or a great i…

10. 31:34

    Поглавје 10: I've never seen volume increase from. 300s · Speaker 2

    I've never seen volume increase from... What is this? It's nuts. Only more than doubled. Nearly 20 million shares a day with those big volume spikes are 20 million shares a day, which is like 40 % of the shares outstanding a day. And there'…

11. 36:35

    Поглавје 11: They're not going to do these expansions unless it's demand -driven, but possibly you get to 350 megawatts by. 58s · Speaker 1

    They're not going to do these expansions unless it's demand -driven, but possibly you get to 350 megawatts by... by the middle, early, middle next year, right? If they have demand -driven ability to expand capacity, again, their plan is to …

12. 37:36

    Поглавје 12: 350 megawatts is the annual capacity potential they will have by end of next year. 302s · Speaker 2

    350 megawatts is the annual capacity potential they will have by end of next year. So how much do you, how do you think the market will value the company based on capacity production potential, based on backlog, based on what do you think i…

13. 42:38

    Поглавје 13: I think what people need to understand is like the market we're in is basically, I would describe it as beggars can't be choosers. 150s · Speaker 2

    I think what people need to understand is like the market we're in is basically, I would describe it as beggars can't be choosers. It doesn't matter if Loom's solution is better. They're sold out. It's not available. So it's like you take f…

14. 45:08

    Поглавје 14: Yes, it would be. 295s · Speaker 5

    Yes, it would be. Exactly. And what's funny is also Bloom Energy's 2027. They're 2027. Price to sales multiples in 18x. So we just put it, what? We made it 25 % of Bloom's multiple when we talk about this, right? Yeah. It's unbelievable. Ba…

15. 50:04

    Поглавје 15: I was like, that's it. 30s · Speaker 6

    I was like, that's it. That's the only publicly listed company that goes into the same market like Bloom, has really potential, could be a 2, 3, 4, 5, 10x and is not already trading at like 20x forward sales. It's only Fuelcell and Bloom, i…