• Paulo Santos
    Just took a flyer on the FCEL dog. Sure, negative gross margins are always scary.
    11/5/12
    Reply (13)
    • dieuwer: FCEL is trading pretty close to all-time lows. So either FCEL goes the way of the Dodo or you have a 10-bagger.
      11/5/12
    • dieuwer: I'm looking at an ultra-long chart by the way (since 1992 interception).
      11/5/12
    • Paulo Santos: Nah, I'll be long gone before either.
      11/5/12
    • Paulo Santos: But the developments seem to warrant some speculative activity. 2 things against: still rather large market cap; the negative gross margins.
      11/5/12
    • dieuwer: Let's say you get in at $1.00 and sell 50% at $2.00. The rest is "free money" to ride higher.
      11/5/12
    • dieuwer: In fact, FCEL almost trades like an option...
      11/5/12
    • Paulo Santos: I think the market cap is a bit too large for that at $200 million. It would work like that if it were like $50 million or so.
      11/5/12
    • Paulo Santos: At this level one can't wait for multi-baggers unless things go incredibly right, which is hard.
      11/5/12
    • Paulo Santos: It doesn't seem to be catching, too much urgency to sell, too many people seeing it an opportunity to lighten up.
      11/5/12
    • Paulo Santos: That's what large market caps do on speculative stocks. One can never be certain if the thing isn't filled with people dying to sell.
      11/5/12
    • Paulo Santos: The thing needs to climb above $1.08 ...
      11/5/12
    • Paulo Santos: Dropped it for a 1% net gain, it was not moving enough, not enough volume and too much eagerness to sell.
      11/5/12
    • Modernist: moving
      12/10/12