Company coverage
Research snapshot 2026-08-31
Research activity
BE 11 trade records · 7 option records · 2025-02-03 → 2026-07-16Moat
Moderate1,043 global patents (516 granted), but solid oxide fuel cell (SOFC) technology is mature and well-established — not fundamentally novel. The real moat derives from engineering expertise and the world's largest scandium consumption (scandium oxide i…
Physical assets
ModerateManufacturing facilities expanding to 2 GW capacity. These are conventional manufacturing plants — not uniquely scarce. The defensibility lies more in materials supply chain (scandium sourcing) and engineering know-how than in the physical plants th…
Software / hardware
Software20%
Hardware80%
Growth. SOFC manufacturing ramp to 2GW captures Fortune 500 on-site power demand as AI data centers seek 24/7 baseload alternatives to grid dependency. Primary assets. 1,043 patents (516 granted), SOFC manufacturing (expanding to 2GW), fuel cell ins…
- manual · sw-hw
Growth. SOFC manufacturing ramp to 2GW captures Fortune 500 on-site power demand as AI data centers seek 24/7 baseload alternatives to grid dependency. Primary assets. 1,043 patents (516 granted), SOFC manufacturing (expanding to…
- manual · physical-assets
Manufacturing facilities expanding to 2 GW capacity. These are conventional manufacturing plants — not uniquely scarce. The defensibility lies more in materials supply chain (scandium sourcing) and engineering know-how than in th…
- manual · moat
1,043 global patents (516 granted), but solid oxide fuel cell (SOFC) technology is mature and well-established — not fundamentally novel. The real moat derives from engineering expertise and the world's largest scandium consumpti…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-16 | SELL | Equity | +66% |
| 2026-07-16 | SELL | Equity | +26% |
| 2026-07-16 | SELL | Equity | +26% |
| 2026-07-06 | SELL | Equity | +19% |
| 2025-08-14 | SELL | CALL option | +81% |
| 2025-08-07 | BUY | CALL option | +46% |
| 2025-08-07 | SELL | CALL option | +100% |
| 2025-07-25 | SELL | CALL option | +68% |
| 2025-07-25 | BUY | CALL option | +64% |
| 2025-02-05 | BUY | CALL option | +24% |
| 2025-02-03 | BUY | CALL option | 0% |
Notes
Full portfolio moat / asset analysis
1,043 global patents (516 granted), but solid oxide fuel cell (SOFC) technology is mature and well-established — not fundamentally novel. The real moat derives from engineering expertise and the world's largest scandium consumption (scandium oxide in electrolyte material for superior conductivity). Decades of field experience optimizing fuel cell performanc…
Full portfolio moat / asset analysis
Manufacturing facilities expanding to 2 GW capacity. These are conventional manufacturing plants — not uniquely scarce. The defensibility lies more in materials supply chain (scandium sourcing) and engineering know-how than in the physical plants themselves.
Open the working company page.
Authenticated sessions unlock the live watchlist controls, expanded market-data views, add-note workflow, and full internal timeline.