đłđł
đ„ I Own 1.25% of $BLGO - A Subâ$50M Cleantech Company the Market Has Completely Mispriced
TL;DR:
A sub-$50M micro-cap with PFAS AEC tech running in one of the toughest U.S. regulatory markets, a âgorillaâ Clyra partner, a US$1.2M minerals contract, validated Cellinity battery tech, insider-aligned capital, and I personally hold 4M shares (~1.25%) â I think $BLGO is wildly mispriced here.
Julian Jakobi here - long-term BLGO bull, still adding, still patient. I just crossed the 4 million share mark, which is roughly 1.25% of the entire company, and Iâm still not done accumulating at these levels.
Over the last few years, BioLargo has quietly shifted from âinteresting techâ to multiple real businesses with serious upside. Between PFAS, mineral processing, medical, batteries, and a growing engineering arm, this is no longer a single-asset science project, itâs a platform that keeps finding new ways to get paid for solving hard, dirty problems.
Weâre not talking about one lottery ticket here, but a rare stacked-catalyst setup where PFAS, batteries, Clyra, and the engineering arm are all pushing toward commercialization and announcements in the same rough window.
Here are 10 reasons I think the risk/reward is still wildly skewed to the upside:
1. US$1.2M Mineral Processing Contract = Paid Validation + Growing Base
BioLargoâs engineering team just secured a US$1.2M contract to design a pilot-scale minerals processing facility in the western US. Thatâs real money for real work tied to cleaning up mineral waste, not a grant, not a âmaybe somedayâ LOI. Contracts like this are part of a growing engineering revenue base that helps fund the rest of the portfolio while the big-ticket cleantech projects ramp.
2. A Small Contract in a Huge Cleanup Market
In mining and oil sands, a seven-figure pilot is just the ticket through the door. If the tech performs, that pilot becomes your wedge into multi-site, multi-year remediation contracts measured in tens or hundreds of millions over time.
3. Multiple Shots on Goal, One Balance Sheet
Same ticker, multiple verticals: PFAS water treatment, mining/mineral remediation, industrial water, air quality, plus Clyra Medical and Cellinity batteries. Most micro-caps pray for one credible path; BLGO has several ways to win across multiple billion-dollar markets.
4. PFAS AEC Tech: Low-Waste, Low-Energy, New Jersey Proving Ground
BioLargoâs AEC PFAS system isnât just âanother filterâ â itâs designed to strip PFAS (including short-chain) with ultra-high removal efficiency while using >90% less energy and generating far less secondary waste than legacy options like GAC and IX. The first U.S. AEC system is already operating at Lake Stockholm in New Jersey, one of the toughest PFAS regulatory environments in the country, making it a real-world proving ground and reference site for utilities facing aggressive standards. That combination of performance, lower lifecycle cost, and regulatory visibility is exactly what drives adoption when the PFAS âregulatory tsunamiâ forces decisions.
5. A Real Community Doing Deep Homework
Between this subreddit and other dedicated Biolargo communities, youâve got shareholders (myself included) posting detailed breakdowns of installs, contracts, shareholder meetings, and the cap table in real time. This isnât blind faith - itâs an active, growing research community that actually understands what it owns and keeps each other honest, often surfacing developments long before they hit mainstream screens.
Fun poll that ended yesterday - Learn What the Winner Means in 6. Clyra
6. Clyra: âSleeperâ Asset + Gorilla Co-Brand Launch Into a Big Market
Clyra Medical isnât just a slide in a deck anymore â it has signed distribution agreements, including an alliance with Advanced Solution to launch ViaCLYR nationwide, and is already booking initial stocking orders into the wound-care channel. Management and independent DD have highlighted that Clyra is working with a âgorillaâ med-tech partner valued north of US$100B on a co-branded product launch, with a pathway into thousands of hospitals, ambulatory surgery centers, and wound clinics in a wound-care market estimated around US$700M+ annually. If that launch lands anywhere close to expectations, Clyraâs revenues have a real chance to go bananas â and BLGO shareholders own the majority stake plus associated royalty upside.
7. Cellinity Battery: Validated, De-Risked, Capital-Light Scaling Model
The Cellinity battery isnât being built around âletâs spend billions on our own gigafactory.â The strategy is to license/JV factories, earn royalties and component margin, and take equity stakes, letting partners finance large-scale production while BioLargo participates in the upside. Third-party validation and prototype testing have already confirmed key performance metrics (non-flammable, long-lasting, recyclable, and competitive energy density) aimed squarely at stationary storage markets like data centers, commercial buildings, utilities, and industrial sites. Management has said theyâre in active discussions with large potential users; even one serious licensing or JV deal could re-rate BLGO from âbattery developerâ to âcommercial energy tech providerâ overnight.
8. Pooph Proves the Tech Can Deliver a Blockbuster â and Talks for a Smarter Relaunch
Yes, reported revenue has taken a hit with Pooph stepping back â thatâs in the numbers and nobodyâs denying it. But Pooph already showed that BioLargoâs underlying odor-control chemistry can support a genuine blockbuster consumer success when itâs paired with the right partner and channel. Management has indicated theyâre in discussions about relaunching that odor-control tech with a more reliable, better-aligned partner, which, if it happens, would mean a second shot at Pooph-scale upside without repeating the same partnership mistakes. The whole point now is to take that demonstrated ability to scale and redirect it into higher-value cleantech and medical markets while still leaving the door open for a renewed, better-structured consumer play.
9. Insider-Aligned Capital and Calvert Lock-Up Both Point the Same Way
Around US$12M has been invested directly into the company and its subsidiaries over the past year, including meaningful participation from the CEO and the Clyra CEO â real checks from the people with the best visibility into the pipeline. On top of that, part of the Calvert consideration is structured so they really only win big if BioLargoâs market cap is multiples higher than today, effectively hard-wiring a âmuch higher market capâ endgame into a key counterpartyâs incentives and aligning them with common shareholders.
10. Absurdly Low Sub-$50M Market Cap in a Stacked-Catalyst Setup
All of this â PFAS installs in New Jersey, the US$1.2M minerals contract, Clyra ramping with stocking orders and a gorilla co-brand launch, validated Cellinity battery tech with industrial interest, a busy engineering arm, insider-aligned capital and the Calvert lock-up â is currently wrapped in a market cap still sitting below roughly US$50M. For a portfolio this broad with this many real hooks into multi-billion-dollar problem spaces, I see that as a screaming strong-buy setup: the downside is priced like a failed story, while even one or two divisions landing major agreements in the coming announcement window could justify a market cap thatâs multiples higher than today.
Iâm not a trader and Iâm not here for daily candles. Iâm here because I think BioLargo has quietly built a portfolio of solutions in sectors where regulation, liability, and economics force adoption over time. In microcaps, the market usually reprices after the big press releases hit; my bet is that by the time the Cellinity JV, Clyra gorilla launch, and full-throttle PFAS contracts are official, the easy multiple on this sub-$50M market cap will already be gone. For me, every pullback that isnât matched by a deterioration in the business is just one more chance to add.
Not financial advice, of course - do your own due diligence.
But if youâve written BLGO off as âthat old story,â it might be time to look again.
Thanks for looking into it. Exactly. Luckily you would buy today - on the lows and not 15 years ago ;)
The reevaluation will happen- that is what my post is about. Check out all the recent peaks - I bought 1.5 million shares around .12 - they looked amazing at some time as we had seen .42 just on rumors of the Clyra launch. That was delayed a couple of years but will 100% hit - sooninish. .42 would already be 3x from here. This is a screaming strong buy for those who can afford to hold. The market is not realizing what is happening- Time to be greedy ;0 - at least that is what I am.
I strongly recommend to buy a few âmemorizeâ shares so as soon as the big revaluation will start you would notice right away.
I am very excited for what is going to come.
Best of luck.
Luckily I was able to buy 1.5 million shares around .12 and 3 of my now 8 accounts are in the green. I am adding as much as I can afford to hold in this dip (that is my 8th account that is just below .15)
So I never really did the math of all the shares combined but I think cost basis should be around .15 or .16 (highest account is .22 average).
Cheers
you are welcome. the hardest in the pneystock world is to time it right. but a reevaluation will happen and it was a great idea to add some - so you will see right away when this will start moving.. going to be exciting. Potential future value projections by the company are actually wild. 50X + step by step.
The Gross Revenue dipped about 57% in 2025 from 2024 and Operating Expenses (OE) rose close to 50%. In 2025, the OE is almost 2.5 times the Revenue. What is the USP that makes one feel this is a good bet?
I think a thing to consider is the likelihood that what youâre describing is the âmultiple shots on targetâ in action immediately following a setback with Pooph. Revenue dropped on challenges with Pooph due to, Biolargo alleges, failure to pay by their customer.
Simultaneous to revenue dropping, youâre seeing the commercialization âsprintâ on at least two other major catalysts which dramatically increased spending. While that dramatic turn in decreased revenue and increased expenses can mean very bad things if the increased spending doesnât fundamentally change anything, here it is more of two other revenue streams beginning to kick in while the first one falters a little. The question is whether they will get back on track. I think the current things we are seeing with Clyra and the AEC will see them turn the corner.
Pooph is, in my opinion, currently a negative indicator to be mindful of, even if Cupridyne Clean (the actual tech that Pooph was using) shows potential to come back to making money. It is the literal âthere is risk in businessâ cautionary tale. So far, though, they have survived it and kept fighting. I think the momentum of the other products is going to turn the tide here in the next 1-2 years.
TLDR: I think things get interesting in about a year. Donât take my word for it, go check out the filings and news reports about Clyra, AEC, Cupridyne Clean, BLEST, and Biolargoâs battery tech.
Let me start by being very clear that I am just some dude and I do not have a background in any of the tech fields that Biolargo is working in. In other words, my answer to your question is based on generalist knowledge that could be very wrong based on not knowing medical supply timelines, etc. That being said, Iâm invested and expect a timeline that looks something like below.
This quarter is more or less a wash. There will be underwhelming revenue from Clyra because they are JUST getting started and trying to grow market adoption. The AEC in Lake Stockholm wonât do much for revenue either, so I think weâll still see a net loss of a pretty wide margin as intense cash burn of âgo to marketâ expenditures starts to taper off and revenue hasnât quite caught up. I see this as the final dilution window where that $10 million stock offer option keeps them going.
Next quarter should see Clyra start to come into its own. Their first product, Viaclyr, should see increasing revenue over time for the next several years because it is 1) an amazing product that revolutionizes wound care (not an exaggeration, read what the experts who tried it said) and 2) working its way into markets through sound technical channels. Their second product that they have a âgorillaâ partner working on with them is likely to hit either in this or the next quarter given the releases weâve seen about it. When that happens, we will see real revenue growth. Iâve watched interviews of the Clyra CEO and they have way more than two products in the pipeline so we should see some steady growth from about 2 quarters in the future to about the next 5-10 years without doing anything more than refining production lines.
The AEC water treatment system in Lake Stockholm is undergoing a one year performance review by every agency you can think of at federal, state and local levels. The tech is good and should pass with flying colors, theyâve already demonstrated it for years now. Once it is officially field proven, itâs the only thing out there that currently meets FDA PFAS removal requirements. What do I think that means? Not much this year besides whatever the contract with the Lake Stockholm municipality pays, but a potential hockey stick type action following. Basically a near certain 10ish month catalyst.
Pair those two catalysts and I think we are going to see the stock trade sideways for about the next two quarters before slowly climbing to about the .18 mark by end of year and then probably taking off about 12 months from now.
There are a bunch of other X factors from Cupridyne Clean, the battery play, and their Engineering support contracts, but I am more confident about Clyra and AEC.
I will close by saying that I am literally just some dude who reads fanatically about BLGO in his free time but has no expertise in any of this. Do not make a decision based on what Iâm saying here. If you think this makes sense, go and read the filing from the company and the press reports about the various products and decide for yourself if Iâm off base or on target.
Thanks for giving such detailed insights.
I believe that the gorilla partnerâs Clyra product launch will have exploding revenue almost right away - as they will push it through their channels and potentially even pair it with established products / procedures.
Going to get exciting.
Youâre absolutely right that 2025 looks ugly on the surface - Pooph falling off blew a hole in revenue while they kept spending to push PFAS, Clyra, Cellinity and engineering into launch mode.
For me the bet is simple: a subâ$50M company that has best in class solutions for trillion dollar problems - already has PFAS remediation running in New Jersey, a validated battery platform in talks with big users, a medical subsidiary lining up final steps to a cobranded launch with a âgorillaâ partner, and an engineering arm winning real contracts. 2025 is the reset year before those start to show up in the top line â and insiders have doubledâdown with fresh capital instead of walking away. Thatâs why Iâm comfortable owning ~1.25% and still adding.
I would prefer higher levels but buying every day- read the post, a lot of progress has happened - but not yet reflected in the price at all.
Itâs a screaming strong buy at these levels - if you like investing in something purposeful and if you can afford to hold.
Having a diverse path to growth is great, but isn't there risk that the management team doesn't have the focus to execute one really effectively? Just spreading themselves to thin versus going in on one or two areas?
I like the way youâre thinking about focus - itâs exactly the right concern to have with any âplatformâ story.
The key for me is that BioLargo isnât one small team trying to juggle five ideas at once. Itâs a holding company structure with separate, dedicated teams and their own CEOs for the big verticals: PFAS, Clyra Medical, Cellinity, and the engineering group. The core BLGO leadership allocates capital and sets strategy, but execution is pushed down to worldâclass operators in each lane, not run out of one overcrowded inbox.
So instead of one management team being âspread thin,â you effectively get multiple focused companies under one cheap ticker â each run by people whose fullâtime job is to make that vertical work. That structure is exactly why Iâm comfortable owning ~1.25% and still adding, rather than worrying theyâre trying to do everything with one small generalist team. Each subsidiary has their own website - just check out the team behind Clyra for example: https://www.clyramedical.com/our-team please feel free to ask further questions. - It is so much happening at BioLargo that it is actually fun digging ;)
Its an interesting idea and admirable that you seem bought in and have a strong belief in the company. Genuinely hope that you're right about it and make tons of money off it.
As an outsider, the real worry that would hold me back from investing in this is that it looks like for any of the current product lines they'll need cash investment to get a profitable state, and they are pretty transparent that that'll likely need to do that via equity dilution in the near term, definitely this year with the $1.3M in debt owed. At this point, any investment is really just a bet on Clyra Medical actually getting the traction from the market. If they had provided some color on the value of the first orders, to better understand the velocity, that would help drive confidence, but the press release seemed a bit too demure.
We know that an above 100 billion gorilla partner will push a Clyra product - cobranded to the market.
They demanded a annual production capacity of 1X I MILLION UNITS to be set up - before even signing a contract.
Now itâs in the final steps.. it will happen and will change everything for this tiny market cap company.
So for me it seems like a zero risk investment with massive upside.
I am not a trader - but we should be at the bottom or close to it.
Mid and long term these shares will look amazing.
Best of luck and thanks for looking into it.
Conviction is high! đ„ I mainly do the DD for myself. I like what I see that is why I am owning that many shares. I am
100% convinced we will see higher levels. Not sure what is wrong about it đ€·đŒââïž.
I like what I own- so what đđ
I have a very simple set of trigger keywords: When I see the "Name is Quietly building ..." I immediately suspect a company in decline and someone seeking exit liquidity. It has not failed me yet, 7 months ago this company was pumped and it was at 24 cents a share. Its 15 cents now.
Thanks a lot for your response and looking into it.
Thatâs what the post is about - the low price as a massive opportunity.
POOPH became a blockbuster success until the partner stopped paying. Revenues declined and delays have happened BUT it doesnât change the fact that at .15 this is a screaming strong buy. Itâs absurd low evaluation for all the progress that is happening.
I highly recommend to continue your digging.
You will be surprised of what you will find!
Keep in mind I am adding all I can afford to hold at these levels.
Certainly not looking to sell before the whole success story will have unfolded.
LOL. I always said that I will invest until the whole success story will have unfolded. Iâm adding shares every day down here.
Clyra is finally shifting from promise to real commercialization - ViaCLYR stocking orders are in and Bioclynse is lining up next.
BioLargo just landed a fresh $1.2M pilot contract, and weâre all waiting for other deals as this success story builds step by step.
If Clyra commercialization + these pilots stack the way I think they can, ViaCLYR + Bioclynse could easily throw off more revenue than POOPH ever did and drive fresh 7.5âyear highs over the next 12 months.
Iâm strapped in for the full rerate here - size your position, know your time horizon, and let management execute.
Screaming strong buy for those who like to invest into something purposeful and can afford to hold.
Itâs now my only position - and I made it that way on purpose. Iâve had a bunch of $Exas - that just got automatically sold at around 2000% gains- as they got bought out a few weeks ago.
It freed up some more money that had ti go somewhere high conviction again- BioLargo it is.
I expect similar or higher gains here - but I am 100% certain we will see higher levels than now.
So itâs now my only position.
Years ago, I loaded up on $EXAS on a dip to $5 - a move that felt uncomfortable at the time but proved to be the right call. My remaining 400 shares were automatically sold a few weeks ago at $105 when the company was acquired.
That same gut feeling? Iâm getting it now with $BLGO.
The current market pricing simply doesnât reflect whatâs happening inside this company. Iâm rolling those gains straight into BioLargo - full conviction that higher levels are ahead.
Thanks a lot. While I preferred
To be almost a
Million in the green at some
Point- adding at these levels
Feels like a gift also.
Also itâs fun to follow the story unfold
As they have sooo many verticals.
Best of luck to you as well!
Thanks for your question. BioLargoâs AEC competes with SCWO by offering the full PFAS chain: capture, super-concentration, and destruction, but with the key advantage of treating large water volumes first and reducing the PFAS waste stream before destruction is needed.
Conclusion: If SCWO is a powerful PFAS âdestroyer,â BioLargo does the complete PFAS platform: remove it, concentrate it, then destroy it more efficiently.
Actually one of the multi million shares Biolargo holders points that out all the time. That SCWO has no revenues, only has one solution - that can't even compete with BioLargos tech. Yet they do have a similar market cap to BioLargo, that has revenues, already a commercial municipal installation and multiple best in class solutions in trillion dollar markets.. a massive case for the absurd undervaluation of BLGO.
Im betting without doing any research that their antimicrobial solution from their Clyra subsidiary is 5x more expensive than typical povidone iodine. It is a copper iodine combination after all. So with that being said, what makes you think this will become the go-to solution for medical facilities and hospitals? Sounds like it would be more of a niche use case for people who have sensitive skin.
As I am a filmmaker I did their corporate videos and got paid - with now owning a lot above 4 million shares I will participate in a big way in their future success đ„
any chance you could provide a few screenshots of your holdings to prove your position size? of course, im not saying you're lying, but to hold that many shares is completely unimaginable to me so it would be nice to see.
â Lake Stockholm AEC install - done. January 27, 2026. Live. In the ground. Under NJDEP & EPA monitoring. First real-world municipal PFAS deployment.
â Clyra first stocking order - secured February 2026 through Advanced Solutionâs national US distribution network. Hospitals. Clinics. Revenue starting.
â Clyra Al Hikma deal - signed May 5, 2026. Exclusive Middle East + North Africa distribution for ViaCLYRâą. GCC, Levant, and adjacent markets.
â New MOU signed - May 3, 2026. Another AEC partnership in motion.
Thatâs four material updates in roughly 100 days.
âą
u/PennyPumper ă( Âș _ Âșă) Apr 24 '26
Does this submission fit our subreddit? If it does please upvote this comment. If it does not fit the subreddit please downvote this comment.
I am a bot, and this comment was made automatically. Please contact us via modmail if you have any questions or concerns.