GREEN PLANET MICROCAPS
ESG MICROCAP SPECIALISTS
Our treasure chest is filled with inspiring young companies that have innovative solutions to address a clean, low-carbon environment and to provide disruptive technologies to make life better
TOMORROW'S WINNERS TODAY
THIS UNDISCOVERED GEM IS READY FOR
SWEEPING REVALUATION
BioLargo, Inc: A Hidden Gem
Overview
BioLargo, Inc. (OTCQX: BLGO) is a micro-cap company flying under Wall Street’s radar. BioLargo possesses one of the most compelling diverse portfolios of proprietary, best-in-class technologies in environmental engineering, healthcare, water treatment, odor control, and long-duration energy storage. With multiple high-impact verticals entering commercialization, the company is approaching a major inflection point.
A Portfolio Built to Scale Rapidly
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BioLargo invented and developed a bestselling pet odor control product called Pooph™, and partnered with Ikigai Marketing Works to roll Pooph™ out nationally. Pooph™ is a revolutionary pet odor control product proven to eliminate odors rather than mask them. Pooph™ sales have driven dramatic revenue growth at the company – which is up 600% since 2021.
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BioLargo’s AEC (Aqueous Electrostatic Concentrator) water treatment technology is moving into commercial deployment, with a pipeline of incoming projects and increasing industry recognition. The technology removes PFAS (per- and polyfluoroalkyl substances), a group of persistent chemicals which have been linked to cancer and birth defects, and which have recently come under regulatory enforcement in drinking water in the US. BioLargo’s AEC PFAS treatment tech has the competitive advantage of being capable of removing all types of these normally stubborn chemicals from water while boasting much lower operating and maintenance costs related to waste generation and replacement of filtration materials.
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BioLargo’s subsidiary Clyra Medical Technologies’ FDA-cleared products are used to help manage surgery-related infections and improve wound care, a massive global market. The company has invested heavily over the past year to prepare for its product roll out with a large industry partner, yet to be named. As discussed in a recent Benzinga interview, BioLargo management predicts success as they recently completed a manufacturing review to confirm production capacity.
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BioLargo Energy Technologies, Inc., BioLargo’s battery subsidiary, is nearing a key milestone – third-party technical validation of its lithium-free long-duration energy storage technology called Cellinity. This validation work, expected in the coming weeks, could be a tipping point for a number of interested parties to take action with investment and/or projects around the world. The Cellinity battery has no runaway fire risk like lithium, is more affordable, uses no rare earth elements, has greater energy density, lasts longer, and has a myriad of other advantages for use in the Long Duration Energy Storage (LDES) market, which an Economist article noted could be worth $1-3 trillion by 2040.
At a current market cap of ~$70 million, BioLargo presents a rare opportunity to be involved before broader market recognition and before institutional capital flows in. Management suggests that if it succeeds in executing with its various business segments, its valuation could grow to exceed $4.5 billion - more than 60x higher than today’s market price - based on the sum-of-the-parts and the scale of its commercial opportunities. See the company’s recent earnings call for a more detailed explanation.
1. Pooph™: Scalable Licensing Model
Pooph™, BioLargo’s private-label pet odor control product, is one of the hottest new products in the pet products category. It works by breaking down odor-causing molecules on contact without masking agents, and is “safe for pets, people, and the planet.”
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Distribution: Available in an estimated 40,000 retail locations, including Walmart, Target, Amazon, and Chewy. Expansion plans target 80,000+ stores.
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Business Model: BioLargo earns 6% of gross revenue under a long-term licensing agreement, plus a profit margin on product manufacturing and supply.
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Valuation Upside: BioLargo is entitled to 20% of the exit value if Pooph is acquired.
Clyra Medical Technologies: Breakthrough in Infection Control and Wound Care
BioLargo’s 52%-owned subsidiary, Clyra Medical Technologies, is entering the $22B global wound care market with a powerful, FDA-cleared wound irrigation solution.
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Commercial Readiness: Manufacturing equipment is now built and ready to begin operations at a sizeable pharmaceutical manufacturer, and production capacity is now ready to scale to meet required demand; the company has indicated a potential capacity of one million units per year
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Strategic Partner: A major distribution agreement is expected to be announced soon, as covered in the company’s recent earnings call.
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Ownership Upside: BioLargo could increase its stake in Clyra with continued investment as the company grows and the structure is well-suited for a spin-out when the time is right.
1. AEC: Industry-Leading PFAS Remediation Solution
PFAS (per- and polyfluoroalkyl substances), often called "forever chemicals," are a group of synthetic compounds that resist breaking down in the environment and the human body. Found in products like non-stick cookware, waterproof clothing, carpeting, food packaging, contact lenses, computer chips, firefighting foam, and many other products, PFAS have contaminated water, soil, and food supplies worldwide. Long-term exposure has been linked to serious health issues, including cancer, hormone disruption, immune system damage, and developmental delays in children. Their persistence and ability to accumulate in ecosystems make PFAS a global environmental and public health concern.
BioLargo’s Aqueous Electrostatic Collector (AEC) was developed to be a transformative approach to water treatment for PFAS contamination—one of the most urgent environmental crises.
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Performance: Achieves non-detect PFAS removal at low cost.
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Market Size: The market is still emerging because regulatory enforcement began relatively recently, but ChemSec, a Swedish NGO, has estimated the total societal cost of PFAS contamination across the global economy to be $17.5 trillion annually.
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Momentum: Commercial interest and partners coming on board are growing rapidly.
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The company’s innovation in PFAS treatment led to its CEO being appointed to the Environmental Technology Trade Advisory Committee to the US Secretary of Commerce and the CEO being appointed as the Chairman of the Enabling Environmental Technology Subcommittee, with the opportunity to expand make an positive impact for its industry and the country.
Cellinity™ Battery: Long-Duration Energy Storage Revolution
The Cellinity battery—based on a novel battery chemistry called “liquid sodium”—solves the limitations and problematic issues of lithium-ion, including fire risk, degradation, and high cost, and significant geopolitical and supply chain risks.
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Benefits: High energy density, higher voltage than lithium, with no runaway fire risks, lithium-free, 20+ year cycle life, zero internal degradation, and cost-effective.
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No rare earth elements such as lithium, cobalt, and nickel.
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The company’s capital conserving strategy includes a “franchise model” whereby partners would own and operate factories that produce Cellinity batteries, a model which can enable rapid scaled production capacity.
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A potential multi-billion business model and opportunity based, assuming the company can execute.
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Market Opportunity: Grid-scale energy storage projected to reach $1-3 trillion by 2040.
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Catalyst: Third-party technical validation expected within weeks.
Financial & Strategic Highlights per most recent annual report
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2024 Revenue: $17.78M (+45% YoY)
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Cash: $3.55M
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Working Capital: $4.49M
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Shareholder Equity: $6.06M
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Capital Structure: No toxic debt; minimal recent dilution
CEO Dennis Calvert’s appointment to the U.S. Department of Commerce’s Environmental Technologies Trade Advisory Committee (ETTAC) further reinforces BioLargo’s growing leadership in clean tech.
Conclusion: High Conviction, Deep Value, Great Timing
See their most recent earnings call: https://www.biolargo.com/quarterly-webcasts
With multiple verticals addressing billion-dollar markets, and the company being poised for timely commercialization of high-leverage technologies, BioLargo offers an asymmetric upside opportunity rarely seen in the small-cap space.
Its patent-rich, asset-light business model allows for high scalability while conserving capital. As catalysts line up, strategic partnerships, regulatory tailwinds, and product launches, BioLargo shares are primed for a radical revaluation.
BioLargo’s management has been diligent to point out that its business model often depends on the work and follow through by partners and has inherent barriers to entry and operating risks that should be considered carefully. For the description of those risks, review the company’s most recent Annual Report on Form 10-K that includes Forward Looking Statements and the various Risk Factors beginning on page 9 that should be considered before making investment decisions.
For investors seeking early exposure to a company solving major global challenges with transformative tech, and at what by all accounts appears to be a major inflection point in time, BioLargo stands out as a high-conviction bet with high-performing potential.
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