Investment Thesis for Ozop Energy Solutions: $OZSC
Summary
- In 2019, the global energy storage systems market demand was 194,320.5 MW and is expected to grow at an annual growth rate of 7.9% from 2020 to 2027
- Falling costs and new deployment incentives are fueling record investments in energy storage
- Costs have declined 74% since 2013 and are projected to continue a steady 8% per year
- Over the next two decades, these investments are projected to soar by $620 billion, with China, the U.S. and seven other nations leading the race
- Between 2017 and 2022, the Environmental Defense Fund projects 9X market growth
- American President-elect Joe Biden plans to invest $400 billion over ten years, as one part of a broad mobilization of public investment, in clean energy and innovation
- According to the United Nations, more than 110 countries have pledged carbon neutrality by 2050 and net-zero goals are accelerating; Biden plans to rejoin the Paris Climate Agreement upon inauguration
OZSC
- Ozop Energy Solutions invents, designs, develops, manufactures, and distributes ultra-high power chargers, inverters, and power supplies for a wide variety of applications
- OZSC serves as a provider of assets and infrastructure needed for clean energy
- OZSC is aiming to be a global leader of supply chain solutions within the renewable energy market as its consumers are using more watts than ever before
- On June 29, 2020, OZSC acquired Power Conversion Technologies (PCTI) and changed its name from Ozop Surgical Corp to Ozop Energy Solutions, Inc. in order to reflect the pivot and strategic change from innovative surgical technologies to enter the exploding energy storage market
- For the past 29 years, PCTI, or Power Conversion Technologies, has specialized in power semiconductor analysis and application, digital signal processor control, and thermal exchange – necessary innovations for the renewable energy market
- On January 7, 2021, Ozop announced the formation of a new subsidiary, Ozop Energy Systems, Inc.
- Ozop Energy Systems will address customer project demand streams through an online catalogue portal (ozopenergy.com) or directly with procurement specialists by working with suppliers around the world
- The website is currently under construction, but is rapidly approaching completion as they entered a seller agreement with WESCO (see below)
- Whether it be an EV station or an entire municipal storage grid, Ozop will be a key resource of top-quality products via the network of premier manufacturing partners
- Ozop Energy Systems will address customer project demand streams through an online catalogue portal (ozopenergy.com) or directly with procurement specialists by working with suppliers around the world
- On January 12, 2021, Ozop announced a Master Supply Agreement with WESCO International, Inc. (NYSE: WCC), a Fortune 500 (379) company generating $8.4 billion in 2019 with 30,000 suppliers and 70,000 customers worldwide
- This agreement allows Ozop, via Ozop Energy Systems, to access premier manufacturers as a key source of top-quality products and solutions
- Over the past few months, WESCO has compiled their renewable manufacturers and all of the products they sell into one catalogue for Ozop to sell via the online portal
Customers
- US Army, Navy, Air Force, Marines: Converters, Battery Chargers, Power Supply, Inverters, Circuitry
- Eaton, Exelon, Georgia Power, Mitsubishi: Circuit Breaker Testing Equipment
- Ford, Caterpillar: Overhead Cranes
- General Motors: Coating Systems
- NASA: Ground Power for Space Shuttle Payloads
- More detail at PCTI's customer page
Closing Thoughts
- 2020 was a transformative year for OZSC as it (1) completed the acquisition of PCTI, (2) resolved nearly all its legacy debt, and (3) executed a complete overhaul of the company’s management
- Now, as an officially classified energy company, the team is excited to move forward with additional acquisitions, new products, strategic partnerships, and new corporate and e-commerce websites
- More news is to follow in the coming weeks (as of the January 5, 2021 announcement)
- Despite concerns with dilution in the past, an equity investor meeting with OZSC has been accelerated at the request of the investor because they see the company’s value rising exponentially
- This dilution in the past allowed OZSC to resolve a significant amount of its debt, so there are no short-medium term concerns with dilution
- Given the fact that this is a penny stock, it will be really important to invest money that you can set and forget for a long time
- Stocks like ABML which have recently trended past $1.00 had been sitting at mere pennies for a long time prior to the run-up on the clean energy hype
- Patient investors will be rewarded in the long-run, and I am willing to be patient with OZSC
Miscellaneous
- Although I posted this on this subreddit as an image yesterday, I thought this text would be much easier to consume and follow. Hope you guys enjoyed my consolidation of publicly available information and learned a thing or two. These are just the facts.
- Price Target: $1.00 by Q3 2021. Not selling a single penny until then. Will be loading up on dips.
Sources
- https://www.edf.org/energy/energy-storage
- https://joebiden.com/9-key-elements-of-joe-bidens-plan-for-a-clean-energy-revolution/
- https://seekingalpha.com/news/3650721-ozop-energy-announces-supply-deal-wesco-international
- https://www.globenewswire.com/news-release/2021/01/07/2155029/0/en/Ozop-Energy-Solutions-Announces-New-Subsidiary.html
- https://www.globenewswire.com/news-release/2021/01/05/2153601/0/en/Ozop-Energy-Solutions-Finalizes-Name-Change.html
Submitted January 14, 2021 at 08:36PM by kaizenn7 https://ift.tt/3oMmd4W
