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$BLGO — Why I’m Still Buying / Holding at All-Time Lows, and Why Tomorrow’s Town Hall Could Matter
Hey r/pennystocks,
I’m Julian Jakobi. Some of you may have seen me posting a lot about BioLargo ($BLGO) before. It is my biggest investment by far - I am following for many years and I currently own more than 1.25% of the company.
Yes, I know what you are thinking. “Another penny-stock bag holder trying to convince people his bags are treasure.” Fair enough. BLGO is sitting around all-time lows and I am very aware how that looks. I am holding a lot of bags at the moment 😅
But I am not worried at all - even though my position was worth $1.25M more not that long ago. As I also think this is exactly where the opportunity can be the biggest, if the next phase of commercialization starts showing up in revenues - that's why I added $40K worth of stock on this dip.
I am not telling anyone to buy. Do your own DD, read the filings, look at the dilution history, cash position, execution risk and the fact this is an OTC microcap. There are many reasons why this can go wrong.
Still, here is why I remain very bullish and why I think people interested in real asymmetric small-cap opportunities should at least listen to the town hall tomorrow.
# Recent progress I am watching - All of this happens at a $30 Million Market Cap Company:
* **Clyra Medical is now commercial.** ViaCLYR, its FDA-cleared advanced wound-irrigation solution, is no longer just an R&D story. Clyra now has **three distribution channels/partners** for ViaCLYR, including an exclusive U.S. distributor, a government-facilities channel, and international distribution arrangements. This is still very early, but it is moving from product development into the real world of getting placed, reordered and sold.
* **I think ViaCLYR could become one of the biggest game changers in wound care in a long time.** The product is FDA-cleared, uses Clyra’s copper-iodine technology, is designed to kill a broad range of pathogens, can continue working for up to 72 hours, and is intended to be non-cytotoxic and non-irritating to healthy tissue. The real question now is not whether the science works—it is whether the distribution channels can turn that into real adoption and recurring sales.
* **BioClynse could be the much bigger Clyra opportunity.** BioLargo has said it is preparing a second surgical product launch with a confidential national distribution partner. My understanding is that BioClynse will be co-branded with one of the four largest medical/orthopedic companies. The company has not publicly named the partner, so treat that as unconfirmed until management can disclose it. But if that relationship is what it appears to be, this is a potentially huge validation and commercial channel for the technology.
* **Manufacturing capacity has been built.** BioLargo has said Clyra invested in FDA-compliant, at-scale contract manufacturing capacity for BioClynse ahead of the planned launch. We still do not know pricing, the partner, order commitments or unit volumes, so nobody should pretend those numbers are confirmed. But it is a very different setup from a tiny company with a product and no ability to supply it.
* **The commercial logic could be meaningful.** If the partner is genuinely large and actively sells BioClynse through established orthopedic or surgical channels, even modest penetration of relevant procedures could mean tens of millions in recurring consumables sales over time. That is a scenario, not a forecast.
* **The profitable engineering subsidiary is quietly becoming important.** BioLargo Engineering, Science & Technologies (“BLEST”) is the company’s full-service environmental engineering arm. It has been profitable, its revenue has been growing, and it gives BioLargo an in-house team that can design, engineer, permit, install and support real-world water, PFAS and wastewater projects. This is meaningful because it gives the company a source of revenue today while potentially helping convert BioLargo technologies into actual commercial projects tomorrow.
* **PFAS is moving toward larger commercial opportunities.** BioLargo continues to position its AEC technology through the Aquatech relationship, targeting the growing need for PFAS removal and destruction. The company’s challenge is no longer simply proving that it has technologies—it is converting those technologies into contracts, installations, and revenue.
* **The Pooph technology is coming home.** The underlying CupriDyne odor-control technology that powered Pooph—reported to have generated more than $125M in retail sales—is being relaunched by BioLargo under its own company-owned consumer-products model. The prior Pooph relationship had major execution and partner issues, but it also proved that BioLargo technology can become a real consumer blockbuster when marketed and distributed properly.
* **The company is diversified.** BLGO is not only Clyra. It has water/PFAS treatment, engineering services, odor-control products, energy-storage technology, and consumer products. That can also be a negative if management spreads itself too thin, but I see several independent shots on goal.
* **The current financials are still weak.** Revenue was $1.25M in Q2 2026, and the company remains in a build-out phase. That is the bear case in one sentence: promising technology is not the same as profitable commercial execution.
# Why I am posting now
BioLargo is hosting a public shareholder town hall tomorrow, **Thursday, September 10 at 1:00 p.m. Pacific / 4:00 p.m. Eastern**. Management says there will be extended Q&A and discussion of the Q2 results and recent milestones.
If you are interested in $BLGO, I think it is worth listening before forming an opinion. Ask hard questions. I will be listening for real details around Clyra, ViaCLYR, BioClynse launch timing, manufacturing, partner economics, PFAS contracts, cash runway, dilution, BLEST growth, and what management believes will move revenue in the next 12–24 months.
**Webcast registration:**
[https://www.webcaster5.com/Webcast/Page/2448/54527](https://www.webcaster5.com/Webcast/Page/2448/54527)
**U.S. dial-in:** 888-506-0062
**International:** \+1-973-528-0011
**Access code:** 543643
There is also a shareholder D iscor d where questions can be submitted before the event.
I am obviously biased. I own a lot of shares, I have continued to build the position, and I believe the market is pricing BLGO as if none of its commercialization efforts will work.
Maybe I am simply the world’s most committed bag holder. Or maybe this is one of those moments where a company with real, validated technology is being valued like it has no path to revenue.
Either way, listen to the town hall, do your own work, and do not buy because someone on Reddit owns 1.25% of an OTC company. ;)