Guys,
I can say 1 thing.
Management is very confident about growth and they are over delivering their guidance till now.
I am very much impressed the way management guide investors and explains in detail.
They are coming with new products every year which is giving them incremental revenue in addition to the blooms revenue. They have nuclear and space segments which are going to contribute good amount over the next few years to downgrade clean energy segment revenue share.
As far as bloom is concerned, management will share advance information if they lost Bloom energy, then we can take a call.
Energy storage system is going to be a next big vertical for them, if they can add few customers in pipeline then game will begin and domestic demand is also going to pickup in couple of years in this segment.
electrolyzer can be one more big product like SOFC boxes, once they ramp up production it can double the bloom revenue share.
Regarding valuations, I don’t think any more de rating is going to happen as 30-40% growth for 4-5 years is evident for all investors.
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