Fuelcell Energy Inc Q1 2022 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Leo Paul Mariani - KeyBanc Capital Markets Inc., Research Division - Analyst : I was hoping if you could provide a little bit more information about the nature of the delays at the Toyota plant here. And then kind of what's your best guess as to when you might be able to get this up and running. And then I guess do you also have like an annualized revenue number for what you might see when that plant comes online?

Question: Leo Paul Mariani - KeyBanc Capital Markets Inc., Research Division - Analyst : Okay. No, that's helpful for sure. And I guess, just wanted to jump over to your 14-megawatt Derby, Connecticut project that seems obviously very sizable in the portfolio. Do you guys have a better sense of what roughly the in-service plan is there in terms of date when that might come online?

Question: Leo Paul Mariani - KeyBanc Capital Markets Inc., Research Division - Analyst : Okay. So some kind of 2023 start-up. Okay. That's helpful. And then just on your Exxon JV, correct me if I'm wrong, but I think that was maybe scheduled to expire sometime in April. Obviously, you hit a milestone recently. Is that in process of like being extended or re-upped here, can you tell us about that?

Question: Leo Paul Mariani - KeyBanc Capital Markets Inc., Research Division - Analyst : That's helpful color. And then just lastly, we did talk about expectations for other revenues outside of POSCO in South Korea. Would you expect those to be significant here in fiscal year '22? Or do you think that's more of a fiscal year '23?