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How We’re Like a Major Beer Company

From: Riggs Eckelberry
Los Angeles, September 5, 2016

Good Afternoon!

If you’re in the US, I hope you’ve been having a relaxing Labor Day weekend…

How are we like a major beer company?

That answer, in a moment. First, this:

The Water Revolution

“I think there is a world market for maybe five computers.” Thomas Watson, president of IBM, 1943.

Old Tom was wrong. Today we have millions of small computers!

That’s what’s happening in water.

Instead of a few huge water treatment plants, we’re seeing tens of thousands of small ones, right where the water is used.

That means a lot of business for the companies we are working to acquire.

Here’s the new landscape, from a webinar by Lux Research:

Closing the Loop - The Future of Decentralized Water

That’s a pretty exciting landscape! We believe the explosion in water treatment plants will benefit us greatly.

OK, so how are we like a major beer company?

Tried a craft beer lately? You’re not alone. Micro-breweries are eating the lunch of the majors.

So the big beer guys are buying them.

But a craft beer is small, individual, special. Merging it into the big beer world would destroy its value.

So, when a big beer company buys a small brewer these days, they mostly leave them alone.

Here’s a recent example:

“As in all other craft beer deals that MillerCoors has made, the management and employees that currently work at [craft brewer] Revolver will continue to brew, package and sell that brand’s portfolio.”
Fortune Magazine

That’s our philosophy. When we acquire a company, we let it continue its great work. And we see how we can help them — without changing them.

It’s what is making us popular in the acquisition game!

Telling the OriginClear story

It’s rare that I get a chance to really lay out our whole business – where we’ve been and where we’re going.

The Water Network gave me that chance. Here’s an excerpt:

We think a billion-dollar company could be built by acquiring progressively larger companies that themselves grow very fast.

Water is home to big public companies that grew through acquisition: American Water Works ($13B market cap) and Veolia, ($11B market cap) are just a few.

Here’s the article. Sit back and enjoy!

Here’s to a great fall ahead for all of us…

 

Riggs and Team

Riggs Eckelberry
President & CEO
OriginClear, Inc. (OCLN)

Safe Harbor Statement:

Matters discussed in this update contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. When used in this update, the words "anticipate," "believe," "estimate," "may," "intend," "expect" and similar expressions identify such forward-looking statements. Actual results, performance or achievements could differ materially from those contemplated, expressed or implied by the forward-looking statements contained herein, and while expected, there is no guarantee that we will attain the aforementioned anticipated developmental milestones. These forward-looking statements are based largely on the expectations of the Company and are subject to a number of risks and uncertainties. These include, but are not limited to, risks and uncertainties associated with: the impact of economic, competitive and other factors affecting the Company and its operations, markets, product, and distributor performance, the impact on the national and local economies resulting from terrorist actions, and U.S. actions subsequently; and other factors detailed in reports filed by the Company.

 
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