u/julian_jakobi

Author, owning over 1.25% of BioLargo, argues the $30M market cap prices the company as if none of its commercialization will work, while Clyra Medical's FDA-cleared ViaCLYR wound irrigation is now commercial with three distribution channels and BioClynse is preparing a launch with a confidential national distribution partner. BLEST engineering is profitable and growing, PFAS/AEC work is moving toward larger commercial opportunities, and the CupriDyne odor technology behind Pooph is being relaunched under a company-owned model. Main risks are weak current financials (Q2 2026 revenue $1.25M), dilution history, execution risk and the OTC microcap nature; the Sept 10 town hall is the near-term catalyst. Author discloses a large position and added $40K on the dip.