I HAVE ASKED THE ANALYSTS WHO FOLLOW BLOOM TO ASK THE CEO A SIMPLE SINGLE QUESTION.
WHAT FRACTION OF BLOOM ENERGY'S PRODUCTION CAPACITY IS USED FOR REPLACEMENT OF OLD STACKS?
BLOOM HAS 1,500 MEGAWATTS OF FUEL CELLS INSTALLED. IF THE STACKS ONLY LAST 2 YEARS AS REAL DATA FROM NYSERDA SUGGEST THEY NEED 750 MEGAWATTS PER YEAR OF STACK REPLACMENT.
BLOOM GAS PRODUCTION CAPACITY OF 1,000 MEGAWATTS PER YEAR. ON THIS BASIS THREE QUARTERS OF BLOOM'S CAPACITY TO PRODUCE FUEL CELLS IS USED UP BY REPLACING OLD STACKS THAT STOPPED FUNCTIONING BECAUSE OF ORDINARY DEGREDATION.
IF THIS FRACTION IS THE REAL FRACTION THEN BLOOM INVESTORS WILL LOSE MONEY ON BUYING AN OVERHYPED AI STOCK.
LET'S SEE IF THE WALL STREET ANALYSTS HAVE THE BALLS TO ASK THIS SIM[PLE QUESTION AT THE NEXT EARNINGS CALL?
GREEN LIES MATTER