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    Nico Sicetti

    Financial Advisor and Certified Financial Planner at RBC Wealth Management

    Nico Sacchetti is a Financial Advisor and Certified Financial Planner at RBC Wealth Management, where he specializes in comprehensive investment management and financial planning solutions. He works with a diverse client base, constructing personalized portfolios built on leading global investment strategies and guided by research from RBC and independent firms. Nico began his career managing a solo practice at RBC Wealth Management's St. Paul office before joining the True North Investment Group in 2017, continuing to deliver client-focused advice and ongoing portfolio reviews. His professional credentials include the Certified Financial Planner (CFP) designation, reflecting a commitment to fiduciary standards and expertise in a broad range of investment and financial planning disciplines.

    Nico Sicetti's questions to DUOS TECHNOLOGIES GROUP (DUOT) leadership

    Nico Sicetti's questions to DUOS TECHNOLOGIES GROUP (DUOT) leadership • Q2 2025

    Question

    The analyst asked for details on the fully diluted share count, non-cash stock-based compensation, potential for non-GAAP reporting, the company's current cash position, and the status of the ATM. He also inquired extensively about the edge data center (EDC) business, including unit economics (revenue per unit, cost), deployment timeline, long-term revenue potential, capital sufficiency for the buildout, time to cash flow for new units, and the business model, including gross margins.

    Answer

    The company stated the fully diluted share count is 25 million and the current cash balance is just under $40 million, with the ATM terminated. Non-cash compensation is about $1 million per quarter. For the EDCs, each pod costs $1.2M-$1.4M to install and is expected to generate $350k-$500k in annual revenue with a free cash flow of around $300k after year one and gross profit margins in the mid-70s. The plan is 15 EDCs by end of 2025, 65 by end of 2026, and 150 within the following 18 months. Current capital is sufficient through 2026 without further equity raises. It takes about 90 days for manufacturing, two weeks to install, and another month or two to fully commercialize an EDC, which the company owns and leases to customers.

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