May. 7 at 1:11 PM
$FTEK I’ll be honest, Q1 itself was not a great quarter. Revenue missed, loss widened, and FUEL CHEM was lighter than I expected.
But my respect for Vince went up 1000% after listening to that call.
An investor challenged the sales team on the
$10M APC win and Vince backed his people hard. He made it clear a public bid is only the start. The team still had to prove Fuel Tech could execute.
That matters.
And the GE Vernova turbine angle is big. This win gives
$FTEK real credibility on the same type of turbine platform being used for power generation tied to data center demand.
Bad quarter on the surface. Better story underneath. But they still need to close on a DC deal.
