Moreld,
A good reminder on investing pitfalls. (look out for the warts) But i will correct you on your assertion that CFU's product cannot load follow.
But firstly load following within the premises is counterproductive. If you have MCHP product in your premises you may as well have it running at peak output or peak efficiency to generate FIT revenue.
However with respect to load following if CFU's gennex module is operating at 1500W it can be ramped up and down to meet grid demand over a period of minutes. It is for this reasons that utilities seem to be the most interested in CFU's products. They will be able to embed the products in the grid and meet the fluctuating demand by controlling the output from the units.
Refer to a document by GDF Suez previously refereed to here on HC by Trevally90.
http://www.fuelcellseminar.com/media/5180/dem41-2_hody.pdf
They put a unit through a pretty brutal testing regime which included load following and their conclusion was that
"the degradation rate of the stack (less than 1%/1000h after stabilization) allows to consider moving forward to field tests for a small scale demonstration program."
and
"such a system can play a important role within Smart Grid applications, thanks to the large power modulation range"
The report is a must read.
Cheers
Simonmag
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