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Duos Technologies secures $42M gas turbine management deal

Published 11/20/2024, 09:18 PM
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JACKSONVILLE - Duos Technologies Group, Inc. (NASDAQ:DUOT), a technology solutions company, has entered a two-year Asset Management Agreement (AMA) with affiliates of Fortress Investment Group to deploy and operate a fleet of mobile gas turbines. The turbines, acquired from APR Energy by funds managed by Fortress, have a combined capacity of 850 megawatts. The contract, valued at $42 million, is a strategic move for Duos to diversify its business and is expected to contribute to its profitability goal for FY2025.

The AMA will see Duos managing the deployment of these assets, which are already being considered for immediate-demand power projects, including U.S.-based data center developments. Mobile gas turbines are seen as a valuable option for Behind-the-Meter (BTM) power solutions due to their quick deployment capability, a significant advantage over traditional power generation assets that may require longer manufacturing timelines.

Chuck Ferry, CEO of Duos Technologies Group, expressed enthusiasm for the partnership with Fortress and the opportunity to meet the rising global demand for power generation. The assets are available for immediate deployment, which is crucial for markets with grid constraints and increasing power needs.

Robert Warden, Managing Director at Fortress, also highlighted the ideal suitability of these assets for behind-the-meter power generation. The transaction between Fortress and APR Energy is set to close pending customary closing conditions and regulatory approvals.

Duos Technologies Group's recent establishment of Duos Energy Corporation is a response to the high demand for power solutions, particularly from Data Center Hyper Scalers. The Duos management team boasts over 100 years of combined experience in power project management, having installed and operated more than 1GW of fast-track power globally from 2016 to 2020.

This development is based on a press release statement and is an important step for Duos in its strategy to diversify and achieve profitability by the next fiscal year.

In other recent news, Duos Technologies Group, Inc. has reported significant changes in its equity terms and financial performance. The company recently reported unregistered sales of 344,644 shares of common stock at a reduced exercise price of $2.61 per share, which brought in $899,520.84. Concurrently, the conversion price of Series E Convertible Preferred Stock was adjusted from $3.00 to $2.61, following the consent of the majority of the Series E Preferred Stock holders.

In terms of financial performance, Duos Technologies reported a 15% decline in total revenue to $1.51 million for the second quarter of 2024. However, its recurring services and consulting revenue saw a substantial increase of 38%. The company is expanding its Railcar Inspection Portal and Edge Data Center businesses and has launched Duos Energy Corporation.

At its annual meeting of stockholders, Duos Technologies elected five directors and approved several key proposals. The elected directors will serve a one-year term. In a non-binding advisory vote, the compensation of the company's CEO and CFO was approved. The appointment of Salberg & Company, P.A. as the independent certified public accounting firm for the fiscal year ending December 31, 2024, was ratified.

The company also confirmed that all director nominees were elected and that all proposals were approved during the annual meeting. This information is based on the latest 8-K filing with the SEC. Duos Technologies is diversifying its offerings and exploring new revenue streams, with a backlog of contracts over $19.6 million.

InvestingPro Insights

As Duos Technologies Group (NASDAQ:DUOT) embarks on this significant contract with Fortress Investment Group, investors should consider some key financial metrics and insights from InvestingPro.

According to InvestingPro data, Duos Technologies has a market capitalization of $36.95 million USD, reflecting its small-cap status. This new $42 million contract represents a substantial opportunity relative to the company's size, potentially explaining the recent strong stock performance. InvestingPro data shows a 76.92% price return over the past three and six months.

However, investors should approach with caution. An InvestingPro Tip indicates that Duos is "quickly burning through cash," which could be a concern given the capital-intensive nature of power generation projects. Additionally, the company's revenue for the last twelve months as of Q2 2024 was $5.64 million USD, with a significant revenue decline of -60.77% over the same period.

The company's profitability is also a point of concern. Another InvestingPro Tip notes that analysts do not anticipate the company will be profitable this year. This aligns with the negative operating income of -$12.13 million USD for the last twelve months as of Q2 2024.

Despite these challenges, the new contract could be a turning point for Duos. An InvestingPro Tip suggests that analysts anticipate sales growth in the current year, which may be influenced by this new agreement.

For investors seeking a more comprehensive analysis, InvestingPro offers 14 additional tips for Duos Technologies Group, providing a deeper understanding of the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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