​Recently a fellow Investor recommended to put this "We Make Life Better" company on your watchlist. here are some more info.

ViaCLYR moved into full commercial-launch mode in August and two new distribution partners have recently signed on.

https://preview.redd.it/4llvf2y6glth1.png?width=2052&format=png&auto=webp&s=a9a150739a646bf781be7c946eece28ad389e8d8

The distribution setup now covers:

• Advanced Solutions: U.S. commercial channel, including wound-care clinics, physicians and health systems.

• Al-Hikma: exclusive international distribution across the Middle East, North Africa and adjacent markets—an 18-country opportunity.

• Spartan Medical: U.S. government-healthcare access through DLA ECAT, including VA, DoD and other federal buyers.

Stocking orders from each are expected within the next months.

ViaCLYR Tech Video in comments.

BioClynse, the surgical-irrigation product based on the same Clyrasept platform, is next - it will be launched co branded by a top 4 global medical leader ($100 billion plus market cap)

ViaCLYR clinical/technical facts:

https://preview.redd.it/2iu41y8zglth1.png?width=1798&format=png&auto=webp&s=9856ca21af5b41f8659551f235bcfae083178b4f

• FDA 510(k)-cleared

• Copper-iodine complex technology

• Non-cytotoxic and tissue-safe

• No rinse required

• Company testing: 99.9999% kill of 18 pathogens in one minute

• Includes MRSA, VRE and C. auris

• Reported 72-hour antimicrobial activity

BioClynse - the surgical-irrigation product built on the same platform - is getting closer.

​Clyra has prepared for potential capacity ramp-up to 2 × 1 million units annually, reportedly a requirement before the national distribution arrangement was signed.

The alignment is notable: BioLargo CEO Dennis Calvert invested ~ $250K directly into Clyra, while Clyra CEO Steve Harrison also put in a significant personal amount.

Pre launch value of Clyra ~$100 million 

Post successful launch value expected ~ $500 million - $1B

The approximately $100M Clyra valuation was based on actual cash investments by outside investors, not simply an internal mark.

BioLargo Owns 48% of Clyra Medical PLUS BioLargo is entitled to a 6% worldwide royalty on Clyra’s gross sales

With BLGO’s market cap below $30 million, its 48% stake in Clyra Medical alone - based on Clyra’s roughly $100 million valuation- appears to be worth more than BioLargo’s entire market cap, before royalties.

​But there is much more to come at BioLargo:

https://preview.redd.it/ruw5yawdglth1.png?width=2088&format=png&auto=webp&s=467d5226fd1891495abbe7bf058ffba3c2b4b248

​Here a quote I've found by Dr. Marcus Gitterle, Regional Medical Director for Wound Care and Hyperbaric Oxygen Therapy, Christus Santa Rosa Hospital System; Co-founder and Chief Medical Officer, Wound Centrix LLC

"My experience with CICS in more than 50 patients has convinced me that this is a disruptive innovation. Effect duration is likely key to the effects I’m seeing, and which I reported on at The Boswick Symposium. Hypochlorous has a half-life measured in seconds, while available data already underscores durable CICS effects at 72 hours, and as evidence accumulates, I predict that this will become the preferred wound cleanser. I’ve not seen the granulation quality improvements, sinus tract volume reduction, and favorable edge effects, with hypochlorous that I see regularly with CICS. Frankly, the differences are stark."

Don't believe me!

Ask surgeons, wound-care clinicians and infection-control contacts: if these results translate into routine use, could ViaCLYR/BioClynse be a surgical workflow game changer- and could a global distribution leader be the vehicle to bring BioClynse to market at real scale?

BLGO is sitting near all-time lows yet they are getting closer and closer to mayor revaluation events that could come by surprise.

If BioLargo executes on even a few of these opportunities, I think the upside from these levels is fascinating. If it fails to execute, the downside and dilution risk remain very real.

Read the filings. Read the bull case. Read the bear case. Check every number. Then decide for yourself. Certainly worth to add to your watchlist.

Not financial advice. I own BLGO shares and recently added $45,000.



https://preview.redd.it/4cvl6gdpglth1.png?width=680&format=png&auto=webp&s=b7b7e37a6fb1ab96bd9857a55c14cf5e6bf7b30b

Why Clyra Medical Technologies Could Change Wound Care

I believe the future of wound care is getting a lot clearer. And it's called ViaCLYR.

Let me be upfront: this is not your typical penny-stock post. No rocket emojis. No "100x by Friday." This is a deep dive into a medical technology I've followed for years, and one I think every wound-care nurse, surgeon, infection-prevention team and serious investor should know about.

Here's the thing nobody really talks about.

Wound care still forces clinicians into a compromise. Every single day. You want to kill pathogens. You want to break biofilm. You want to lower infection risk. But you also need to protect healthy tissue, avoid feeding antimicrobial resistance, and keep the procedure fast and simple.

Most products do one or two of those things well. Almost none do all of them.

Clyra Medical Technologies thinks it has cracked that problem. The answer is Clyrasept, a patented copper-iodine antimicrobial platform, and its first product, the FDA 510(k)-cleared wound irrigant ViaCLYR.

And this isn't a slide-deck dream anymore.

The product is on the market. Distribution is expanding. First revenue is booked. And a second product, the surgical irrigant BioClynse, is lined up for launch with a national partner that management says is one of the top four medical-technology companies in the world.[^(3][2])

Yes, it's early. But if this technology performs in the real world the way its profile suggests, I think we are watching the very beginning of a real shift in wound care.

TL;DR

• ViaCLYR is launched and FDA 510(k)-cleared for wound irrigation.
• It runs on Clyrasept, Clyra's patented copper-iodine chemistry.
• Clyra reports >99.9999% antimicrobial reduction, activity for up to three days, and action against biofilm.
• It's non-cytotoxic, non-irritating, tissue compatible and no-rinse.[^(2][1])
• Three distribution channels are live: U.S. commercial, international, and U.S. government healthcare.
• The next six to nine months should show whether those channels turn into real purchase orders.
• BioClynse, the surgical product on the same chemistry, is set to launch with a top-four med-tech partner.
• If clinicians adopt it, this becomes a platform story across wound care, surgery, burns, chronic wounds and infection prevention.

The Problem Nobody Solved

Walk into any wound-care supply room. There's no shortage of products.

What's missing is a clear winner. One product that brings antimicrobial strength, persistence, biofilm action, tissue safety and a simple workflow together.

Ask anyone who works in wound care or the OR what makes this so hard:

• Pathogens have to be controlled fast.
• Biofilm turns chronic wounds into long, frustrating battles.
• Damaged tissue slows healing.
• Antibiotic stewardship matters more every year.
• Rinse-out steps cost time in the operating room.
• Hospital protocols don't change unless a new product is clearly better.

That's the world Clyra is stepping into.

And Clyra is not selling "just another cleanser." It's going after a gap that has existed for decades: strong antimicrobial action without damaging healthy tissue and without making the workflow more complicated.

What Is Clyrasept?

https://preview.redd.it/x3uj5m34eorh1.png?width=1798&format=png&auto=webp&s=7dc3a0be67820f5651d92e89f6d5fc3aa93410c7

Clyrasept is a patented copper-iodine complex developed by Clyra Medical. Its first commercial product, ViaCLYR, is a wound-irrigation solution for cleansing, irrigating and debriding acute and chronic wounds and burns.

The big idea is simple: it keeps working.

Most antiseptics deliver a short hit, and then they're done. ViaCLYR is designed to stay active after application.

Clyra describes it as a regenerative iodine system, one that keeps its antimicrobial activity even when the wound gets re-contaminated. It's clear, odorless, pH-balanced, tissue compatible, and it stays in the wound throughout the procedure. No rinse-out needed.

That's the science. The real question for us as investors: will clinicians like it enough to order it again? And again?

Why It Could Matter

What makes Clyrasept so interesting is that it hits several hard problems at once.

• Broad antimicrobial power: Clyra reports >99.9999% kill (more than a six-log reduction) against common wound microbes.
• It keeps protecting: Antimicrobial activity for up to 72 hours, even after re-contamination.
• Biofilm action: Activity against mature biofilm, one of the biggest headaches in chronic wounds.
• No rinse-out: It stays in the wound. One less step.
• Gentle on tissue: Non-cytotoxic, non-irritating, non-sensitizing.
• No antibiotic: Copper-iodine chemistry instead of a traditional antibiotic. In a world worried about resistance, that matters.
• Many uses: Acute wounds, chronic wounds, burns, pressure ulcers, diabetic ulcers, surgical wounds.

In plain words: strong enough to go after microbes and biofilm, gentle enough to stay in the wound, and persistent enough to keep working after the procedure.

That's why I think this platform deserves far more attention than it gets.

The Comparison That Matters

Let's be fair. Hypochlorous acid plays an important role in wound care. It's widely used, well tolerated and effective in many protocols.

But ViaCLYR isn't trying to be another hypochlorous acid.

The difference is persistence plus tissue compatibility. Many irrigants act fast, but the effect fades quickly, and protocols often call for reapplication or a rinse-out. ViaCLYR is designed to stay in the wound, cover it for up to three days, and do it without harming the tissue that needs to heal.

Question	Typical wound irrigation approach	ViaCLYR / Clyrasept
Does it kill pathogens?	Often yes, depending on product and protocol	Clyra reports >99.9999% reduction against common wound microbes.
Does it require rinse-out?	Product-dependent; some protocols do	No-rinse solution.
Does it persist after use?	Often short-lived; may need reapplication	Activity reported for up to 72 hours.
Does it address biofilm?	Varies a lot by product	Activity against mature biofilm reported.
Is it tissue compatible?	Varies with chemistry and concentration	Non-cytotoxic, tissue-compatible profile.
Is it antibiotic based?	Some infection strategies rely on antibiotics	No. Copper-iodine platform.

Image generated with AI

To be clear: there are no large, independent head-to-head outcome trials yet. I'm not claiming Clyrasept has beaten everything on the shelf.

What I am saying is this: on paper, it looks like the much superior technology. Broad kill, persistence, no rinse, biofilm action and tissue safety. All in one bottle.

That alone is a strong reason for clinicians and hospitals to take a closer look.

Why Nurses and Surgeons Matter

Here's the truth. Technology doesn't win because investors find it elegant. It wins when clinicians say, "This makes my job better."

For nurses, the questions might be:

• Does it make dressing changes or wound-bed prep easier?
• Does it help with chronic-wound biofilm?
• Does it protect viable tissue?
• Does it cut out annoying workflow steps?
• Does it work across diabetic ulcers, pressure ulcers, burns and tough wounds?

For surgeons and OR teams:

• Does no-rinse irrigation save time?
• Can longer antimicrobial coverage lower infection risk?
• Does it work with tissue, grafts and surgical workflows?
• Does it fit existing protocols without friction?
• Can it improve outcomes or lower the total cost of care?

That's why I want this post challenged. Seriously. I don't want an echo chamber. Nurses, physicians, wound specialists, surgeons, procurement people, infection-prevention teams: tell me where this thesis is strong, and where it falls apart.

ViaCLYR Is Already Commercial

This is not a science project.

ViaCLYR is FDA 510(k)-cleared and on the market. Clyra has built the team, contracted manufacturing at scale with an FDA-compliant manufacturer, and raised $3.4 million inside Clyra to fund the rollout.

Revenue has started too. Clyra booked its first ViaCLYR sales in the first half of 2026, including the first stocking order through its U.S. distributor.

The distribution network today:

• Advanced Solution for U.S. commercial distribution.
• Al-Hikma FZCO for the GCC, Levant, North Africa and nearby markets.
• Spartan Medical for U.S. government healthcare and federal facilities.

Clyra has moved from "can we make it?" to "will they reorder it?"

That's the step that matters most.

The Next Six to Nine Months

The September 2026 shareholder presentation was refreshingly clear about what to watch.

• Advanced Solutions Starting to Re-Order
• Al-Hikma and Spartan turning agreements into purchase orders
• New distributors signing on
• The major Clyra partner being named, once allowed
• BioClynse getting launch-ready
• A visible Clyra sales line proving the network turns into revenue

That's exactly how you should judge an early medical company. Not by hype. By proof points.

Orders. Reorders. More users. More settings. More revenue.

BioClynse: The Surgical Catalyst

ViaCLYR opens the door. BioClynse could change the size of the whole story.

BioClynse is a surgical wound-irrigation solution built on the same Clyrasept chemistry. Clyra has already prepared manufacturing and staffing for two products, not one.

And here's the part that gets me excited: BioClynse will launch Co-Branded with a national partner, and that partner is one of the top four medical-technology companies.

Think about what that means. This isn't just another distributor.

It brings:

• Hospital access at a massive scale
• Sales reps surgeons and OR staff already trust
• Deep relationships in orthopedics and surgery
• Procurement and value-analysis muscle
• A co-branded launch that puts Clyrasept on the map overnight

The partner controls the timing, so no date is guaranteed. But management has said it hopes for a launch very early next year, once final authorization and readiness steps are done.

That's why BioClynse could be the big one.

https://preview.redd.it/ibp8r4q2iorh1.png?width=2292&format=png&auto=webp&s=42a79fe23eff070941101a6aead3c28de249872d

The Commercial Checklist

Before anyone gets carried away, here's what I'm tracking:

• ISO 13485 certification and quality systems
• Manufacturing readiness and reliable supply
• Purchase orders from Al-Hikma and Spartan
• New distribution wins
• Partner launch authorization
• BioClynse launch timing and partner reveal
• First orders and, more importantly, reorders
• Real clinical feedback
• Revenue growth that shows adoption, not just stocking

Clyra has already checked off the early boxes. Now comes the hardest part: turning a great platform into a repeatable business.

The Bull Case

The bull case is simple.

If Clyrasept becomes a go-to wound-irrigation platform, Clyra can play in a lot of large markets:

• Chronic wound care
• Acute wound management
• Burns
• Diabetic ulcers
• Pressure ulcers
• Surgery
• Orthopedics
• Government healthcare
• International wound-care markets

ViaCLYR is the beachhead. BioClynse is the surgical expansion. Clyrasept is what ties it all together.

One investor I respect believes that after a successful surgical/orthopedic launch, Clyra Medical alone could be worth well north of $500 million. That's his bullish view, not company guidance and not today's value. But it shows what's possible if the technology gets validated and adopted at scale.

And why is that even a conversation? Because the need is enormous. Wound infections, slow healing, chronic wounds, surgical-site infections, antimicrobial resistance, biofilm. These aren't niche problems.

They're global problems.

The Bear Case

I'd be doing you a disservice if I skipped this part.

• Adoption can be slow. Hospitals have fixed protocols, formularies, committees and tight budgets.
• FDA clearance isn't clinical dominance. Big, independent comparative studies would make the case much stronger.
• Distribution deals aren't revenue. Purchase orders and reorders are what count.
• The top-four partner is still confidential. Until it's named and the terms are public, the market can't fully price it.
• Competition is real. Big players have sales forces, brands, hospital contracts and deep pockets.
• Small-company risk is real. Manufacturing, training, reimbursement, supply chain and capital needs can all slow things down.
• Private valuations aren't guarantees. A private financing price doesn't promise liquidity or an exit at that level.

None of this kills the thesis. It just tells us what has to go right.

Why I'm Watching This So Closely

I've seen enough early tech stories to know most never become leaders. A clever product isn't enough. You need clearance, manufacturing, the right people, distribution, clinical trust, and customers who come back.

Clyra has already cleared a lot of those hurdles:

• FDA 510(k)-cleared product
• Patented platform
• Manufacturing ready to scale
• First revenue
• Multiple distribution channels
• A second product ready to go
• A major strategic surgical launch ahead

The question is no longer "does it work?"

The question now is the one that builds real companies:

>"Can we make clinicians want to use it again and again?"

That's where medical-device companies are made.

How to Invest

Clyra Medical is private. Right now, the only way to get public-market exposure is BioLargo, Inc. ($BLGO).

BioLargo owns 48.1% of Clyra Medical, holds Clyra notes, and has a royalty interest tied to Clyra's sales.

The September 2026 BioLargo presentation puts a reference value of about $35.6 million to $41.0 million on its Clyra stake, based on public filings and outside-investor transactions. Currently, BioLargo's entire market cap is around $30 million.

Read that again.

The company itself notes that private-transaction values are not a market quote and may not be realizable. Fair enough. But it raises a pretty obvious question.

If the Clyra stake alone is worth a lot more than the whole company, what is the market paying for:

• The royalty stream?
• BioLargo's water-treatment business?
• Its engineering business?
• Its odor-control technology?
• Its energy-storage platform?
• Future Clyra growth from ViaCLYR and BioClynse?

Right now: less than nothing.

And if that $500 million scenario plays out? 48.1% of $500 million is roughly $240 million. Before the royalty. Before everything else BioLargo does.

You can do the math.

Maybe the market is right to discount it this hard. Or maybe it's missing a subsidiary whose value is only now starting to show. That's the asymmetry I see.

My Bottom Line

I'm not saying Clyrasept has already replaced the standard of care.

I'm saying the product profile is unusually strong: persistent antimicrobial activity, biofilm action, tissue compatibility, no rinse-out, and a non-antibiotic copper-iodine mechanism. All in one FDA-cleared irrigant.

I'm saying Clyra is no longer a concept. It has a product on the market, growing distribution, first revenue, manufacturing ready, and a potentially game-changing surgical launch ahead.

And I'm saying the next six to nine months will give us real answers. If the distributors order, if ViaCLYR gets reordered, if BioClynse launches with the top-four partner, and if clinicians like what they see, this becomes a much bigger story than the market currently thinks.

Now I want to hear from the people who know this field better than I do.

Nurses, surgeons, wound-care specialists, infection-prevention teams, procurement managers: What am I missing? What would it take for you to try ViaCLYR? And does a no-rinse, tissue-friendly, long-lasting antimicrobial irrigant solve a problem you deal with every day?

Sources and Further Reading

• Clyra Medical and ViaCLYR materials
• BioLargo September 2026 shareholder presentation
• BioLargo SEC filings and investor-relations materials
• FDA 510(k) information for Clyra wound-irrigation solution
• Prior long-form Clyra due-diligence discussion

Disclosure

I'm a long-term shareholder of BioLargo, Inc. ($BLGO), so I have a financial interest in Clyra Medical's success through BioLargo's ownership stake and economic interests. I have not been paid, compensated or directed by BioLargo, Clyra Medical or anyone else to write this. This is my personal research and opinion, not medical advice, investment advice, or a solicitation to buy or sell any security. Please check every claim, read the filings, and do your own due diligence.

😡

$BLGO from the company:
BioLargo subsidiary Clyra Medical Technologies has unveiled a newly redesigned website that reflects the company’s expanding commercial momentum and growing presence in the advanced wound care market. The new site puts a stronger spotlight on Clyra’s FDA-cleared ViaCLYR™ technology, its differentiated wound care platform, and the expanding network of distribution and commercial opportunities supporting its growth.

Click Here to Visit Clyra's New Website!
https://www.clyramedical.com

We encourage you all to explore the new site, learn more about the opportunity ahead, and follow Clyra’s progress as it works to translate its technology and commercial strategy into meaningful long-term value for BioLargo shareholders.

OP DISCLOSURE:

I announced the BioLargo shareholder town hall and previously disclosed that I am currently bagholding materially more than 1.25% of BioLargo ($BLGO). My average is roughly 40% above today’s price.

I want to be fully transparent: I am significantly underwater on a very large position. However, I recently added approximately $40,000 worth of stock during this dip and have freed up another $10,000 to add.

That is not because I think this is risk-free or because I am ignoring the ugly chart. It is because I believe this is the type of depressed micro-cap situation where the biggest money can be made, if the company converts its pipeline into real contracts, recurring revenue, and better financing terms.

My earlier post introducing the town hall received around 50,000 views:

[https://www.reddit.com/r/pennystocks/comments/1wbkz38/blgo\_why\_im\_still\_buying\_holding\_at\_alltime\_lows/\](https://www.reddit.com/r/pennystocks/comments/1wbkz38/blgo\_why\_im\_still\_buying\_holding\_at\_alltime\_lows/)

A lot of investors are understandably on the sidelines. I get it. The Pooph loss, Clyra delays, cash burn, dilution risk, and execution concerns are all real.

But I believe the current valuation is putting almost no value on several potentially major assets, subsidiaries, technologies, distributor relationships, and projects.

This is not financial advice. This is my opinion and my position. Please read the filings, listen to the town hall, understand the financing structure, and do your own due diligence.

--------------------------------------------------

THE BIG PICTURE

All of the following sits inside a company with an approximately $30 million market cap at the time of writing.

That does not automatically mean the stock is cheap. Micro-caps trade at low valuations for reasons. They can be undercapitalized, over-dilutive, difficult to value, poorly understood, and vulnerable to long commercialization timelines.

But $BLGO is not just one early-stage product or one binary technology.

BioLargo has exposure to:

- A core engineering business that management says is effectively self-sustaining/profitable before BioLargo R&D.
- Clyra Medical, including the FDA-cleared ViaCLYR antimicrobial product line.
- PFAS treatment and broader industrial-water opportunities.
- A partnership/alliance with Aquatech for water-treatment opportunities.
- A potential minerals-facility project that could progress from roughly $1.1 million to approximately $10 million and potentially around $40 million at commercial scale.
- Tu Nipi Water Solutions and Canadian industrial-water opportunities.
- A planned company-owned consumer-products relaunch.
- Cellinity Battery, BioLargo’s long-duration energy-storage subsidiary.
- Several other subsidiaries and potential licensing, JV, financing, or asset-realization opportunities.

The market is clearly skeptical. It should be. But I think the current valuation reflects an assumption that almost all of these businesses fail, stall indefinitely, or create little value for existing shareholders.

I do not think that is the most likely outcome.

--------------------------------------------------

CEO ALIGNMENT: DENNIS CALVERT HAS THE SAME LOCK-UP STRUCTURE

This point needs to be stated precisely.

Dennis Calvert has historically had a disclosed base salary under his employment agreement. It would be inaccurate to claim that he receives no compensation whatsoever.

However, in 2026, Calvert accepted BioLargo shares in exchange for reducing amounts the company owed him for salary and unreimbursed business expenses.

Those shares are subject to the same performance and valuation-based lock-up agreement as Kenneth Reay Code’s shares.

Neither Calvert nor Code can sell those locked shares unless one of the following conditions occurs:

1. BioLargo reports at least $40 million in consolidated gross revenue for any reported quarter or annual period.

2. BioLargo’s market capitalization exceeds $300 million.

3. A change-of-control event occurs.

This matters to me.

At an approximately $30 million market cap, the $300 million threshold is roughly a 10x higher market-cap milestone. The $40 million revenue milestone also represents a dramatically larger operating scale than the company currently reports.

It does not mean those milestones are guaranteed. They are not.

But it does mean that when Calvert and Code accepted shares instead of amounts owed in cash, the shares came with a restriction that keeps them from selling until BioLargo becomes a substantially larger revenue or market-value company.

That is real alignment in my view. They are not able to simply collect shares and immediately sell them into the market. They only monetize those shares if the company reaches much more meaningful milestones.

--------------------------------------------------

WHY I THINK THE MARKET IS MISSING CLYRA

Clyra Medical may be the single most overlooked component of BioLargo.

Clyra is commercializing ViaCLYR, an FDA-cleared antimicrobial product line based on its Clyrasept technology. Management has discussed active distribution relationships with:

- Advanced Solutions
- Al-Hikma
- Spartan Medical

Management said these distributors could collectively reach more than 70% of Clyra’s target market.

Advanced Solutions reportedly placed an initial order and carries inventory. Management said it has a sales organization of roughly 350–400 people working across physician offices, wound-care clinics, clinical staff, and healthcare systems.

Spartan Medical has access to military, VA, and GSA channels and has listed multiple ViaCLYR SKUs in its catalog.

Al-Hikma is pursuing regulatory approvals and commercial access in parts of the Middle East.

Clyra has also discussed a possible major national-distribution relationship. Management suggested that setup could take another three to six months once product, operational, and administrative work is complete, with a potential 2027 launch window.

The crucial caveat: distributor agreements are not revenue. Initial orders are not proof of repeat demand. Real validation will come from sell-through, recurring orders, customer adoption, gross margin, and a funding path that does not crush shareholders with additional dilution.

But the valuation disconnect is worth understanding.

Management has cited a Clyra valuation of roughly $100 million, and BioLargo owns approximately 48%. On paper, that implies an approximately $48 million value for BioLargo’s stake before discounts for illiquidity, future financing, dilution, Clyra’s ongoing losses, and the fact that private valuations are not liquid cash.

The point is not that Clyra is definitely worth $100 million today.

The point is that a $30 million parent-company market cap appears to be placing very little value on BioLargo’s ownership in Clyra, plus its engineering business, PFAS systems, consumer-products relaunch, Cellinity position, industrial-water projects, and other subsidiaries.

--------------------------------------------------

CELLINITY: BIG UPSIDE, VERY HIGH RISK

Cellinity is BioLargo’s long-duration battery subsidiary.

Management’s thesis is that Cellinity can provide a grid-scale, liquid-sodium energy-storage technology using abundant materials rather than rare-earth inputs. The company has discussed a model centered on technology, engineering, factory design, and project-level capital, instead of BioLargo personally funding and operating battery factories itself.

Management has cited a previous financing valuation of approximately $33–34 million for Cellinity.

A typical factory has been estimated at around $170 million, with total capital needs around $250 million.

This is absolutely the most speculative section of the BioLargo story.

The risks are obvious:

- No formal factory agreement has been executed.
- The business had not generated revenue in the latest reported period.
- Large battery projects require massive capital and flawless execution.
- Battery competition is brutal.
- Lab results or engineering concepts are not the same thing as a financeable commercial plant.

I do not value Cellinity as if success is guaranteed.

I view it as free or very cheap optionality at the parent company’s current valuation. If it secures a credible investor, project partner, manufacturing agreement, offtake, or factory-development deal, sentiment could change quickly.

Until then, it is a high-upside possibility, not an established revenue source.

--------------------------------------------------

PFAS AND INDUSTRIAL WATER: THE CONTRACT-CONVERSION STORY

BioLargo’s PFAS and industrial-water business is where I think the market could be surprised if even one larger project converts.

Management has discussed:

- Roughly 20 PFAS trials.
- A first commercial installation serving as a reference site.
- Approximately $1.7 million in cumulative water-related revenue since inception.
- An alliance with Aquatech, a global water-treatment company operating across 32 countries and producing roughly $2 billion in annual revenue.
- Potential bid opportunities in the roughly $5–10 million range, with some cited opportunities from $20 million to more than $40 million.

The company believes its technology can reduce certain PFAS-treatment operating costs by around 80% compared with some incumbent systems. That needs commercial validation, of course.

The only question that truly matters is whether these trials, discussions, and bids turn into signed revenue contracts.

PFAS is a massive opportunity, but it is also vulnerable to long municipal and industrial sales cycles, regulatory uncertainty, capital budgets, policy delays, procurement hurdles, and customer hesitation.

That is why I am not buying based on PFAS TAM.

I am buying because I think one legitimate large contract would be disproportionately meaningful for a company at a roughly $30 million market cap.

--------------------------------------------------

MINERALS PROJECT AND TU NIPI

The minerals-facility opportunity is another one I do not think gets enough attention.

Management said the existing approximately $1.1 million minerals-facility contract could progress to a Phase 2 design-build engagement worth approximately $10 million.

If that work performs successfully, management sees a possible commercial-scale project of around $40 million.

Those are not booked numbers. They are potential next stages. But even partial conversion would matter massively at BLGO’s present size.

BioLargo has also formed Tu Nipi Water Solutions to pursue water-treatment opportunities in the Canadian oil-sands and industrial-water market.

The milestones that matter are simple:

- Named customers, where disclosure permits.
- Paid pilot work.
- Signed design contracts.
- Equipment orders.
- Commissioned systems.
- Recurring treatment revenue.
- Revenue recognition and margins.

Until those arrive, this stays a potential opportunity. If they arrive, this can become one of the most meaningful pieces of the valuation story.

--------------------------------------------------

THE POOPH LOSS AND CONSUMER-PRODUCTS RELAUNCH

Let’s not sugarcoat it: losing the Pooph relationship was a major setback.

Management said the situation removed roughly $1.6 million of expected Q2 2025 revenue and contributed to an approximately $4 million write-down.

That is part of why the stock has been punished, and it is completely fair for investors to question whether BioLargo can rebuild consumer-products revenue without the former relationship.

The company now plans to launch company-owned consumer products through channels such as Amazon, Shopify, TikTok, social media, and direct-to-consumer marketing. Management has stated that the relaunch is expected in October.

Management’s conservative target is roughly half of Pooph’s prior performance, potentially more than $15 million in revenue over the first 12–18 months after ramping. It also stated that Pooph had generated approximately $125 million in lifetime gross sales and roughly $60 million at peak run rate.

That is a management goal, not a current result.

I will be watching:

- Whether the launch happens on schedule.
- Which products and channels go live.
- Amazon rankings, reviews, and reorder behavior.
- Product pricing and gross margins.
- Advertising spend and customer-acquisition costs.
- Repeat sales versus launch-period promotional sales.
- Whether the company can build an owned consumer-products platform that does not depend on one partner.

If the relaunch works, it may create revenue faster than the longer-cycle PFAS and industrial-water businesses. If it does not, it will reinforce the concern that Pooph was the company’s main near-term commercial engine.

--------------------------------------------------

WHY I THINK THIS IS MISPRICED

Management has cited roughly $100 million for Clyra and approximately $33–34 million for Cellinity based on past capital raises.

Taken at face value, those two subsidiary valuations are already larger than BioLargo’s entire current market capitalization.

But investors should discount those figures heavily:

- BioLargo does not own 100% of Clyra.
- Private financing valuations can be illiquid and difficult to realize.
- Subsidiaries may need more capital.
- Future funding could dilute BioLargo’s ownership.
- Private-company marks do not equal cash in the parent company’s bank account.
- The parent has overhead, operating losses, debt/financing needs, and project-execution risk.

Even after applying those discounts, I think there is a real value disconnect.

You have a roughly $30 million market-cap parent company with a meaningful ownership stake in a medical subsidiary that management says was valued around $100 million, a battery subsidiary previously valued around $33–34 million, an engineering operation, PFAS technology, industrial-water projects, a consumer relaunch, and multiple other technologies and subsidiaries.

That does not mean the stock must go up.

It means the valuation is fragile to positive execution. A few real wins, not just announcements, could force investors to revisit what the company is worth.

--------------------------------------------------

MILESTONES I’M WATCHING: NEXT 6–9 MONTHS

1. Clyra commercial traction

- Distributor sell-through and repeat orders.
- Revenue growth rather than just new distribution announcements.
- Evidence that ViaCLYR is reaching and being adopted by healthcare users.
- Progress toward a national-distribution launch.
- Clear disclosure around Clyra financing needs and path toward reduced losses.

2. Consumer-products launch

- Confirmation of the October launch.
- Products appearing on Amazon, Shopify, TikTok, and other channels.
- Actual sales, product reviews, rankings, and reorder data.
- Gross-margin and marketing-efficiency updates.
- Evidence of a repeatable company-owned consumer platform.

3. PFAS and water contracts

- Trial-to-contract conversion.
- New commercial/reference installations.
- Aquatech-related project wins.
- Signed projects in the $5–10 million range or larger.
- Proof that customers are moving from testing toward procurement.

4. Minerals-facility progression

- Movement from the existing approximately $1.1 million project toward Phase 2.
- Confirmation of a roughly $10 million design-build award.
- Further clarity on the potential commercial-scale opportunity around $40 million.

5. Cellinity validation

- A credible financing partner, factory-development partner, customer, investor, or offtake agreement.
- Evidence that the project is moving beyond talks and conceptual planning.
- A clear explanation of what project capital funds, what BioLargo contributes, and how shareholders participate economically.

6. Capital structure

- Quarterly share-count changes.
- Equity-line usage and financing terms.
- New warrants, conversions, debt, or other dilutive instruments.
- Whether management can use subsidiary-level funding, project financing, strategic partners, licensing, or non-dilutive capital rather than repeatedly issuing parent-company equity.
- Cash runway, quarterly burn, and cash generation from the engineering operation.

This is arguably the most important section. Even a strong business opportunity can become a weak investment if the capital structure gets destroyed.

--------------------------------------------------

THE BEAR CASE

The bear case is completely legitimate:

- The Pooph separation may be permanently damaging.
- The consumer-products relaunch may not gain traction.
- Clyra may continue spending cash faster than it can generate revenue.
- Distributors may not produce meaningful sales.
- PFAS trials and bids may fail to become actual contracts.
- Water and industrial projects may take much longer than investors expect.
- Cellinity may never achieve commercial-scale funding or validation.
- Ongoing dilution could overwhelm operational progress.
- The company may be trying to execute too many initiatives at once.
- Management timelines could slip repeatedly.

This is why $BLGO is not a “throw money at it and forget it” ticker.

It requires active monitoring and a genuine understanding that this is a very high-risk micro-cap.

--------------------------------------------------

WHY I’M ADDING ANYWAY

I am not adding because the price is down.

I am adding because I believe the market is currently pricing a near-total failure scenario while several near- and medium-term milestones have the potential to materially change the revenue and valuation conversation.

I am adding because I see a meaningful alignment mechanism in the locked insider shares. Dennis Calvert and Kenneth Reay Code accepted shares subject to the same lock-up, preventing them from selling until the company reaches $40 million in consolidated gross revenue, exceeds a $300 million market cap, or undergoes a change of control.

I am adding because one or two real commercial wins—Clyra sales traction, a PFAS contract, a minerals Phase 2 award, a successful consumer-products launch, or a credible Cellinity deal—could be disproportionately meaningful for a company valued around $30 million.

I am adding because I believe the upside is much larger than the market currently credits.

I could be wrong. The company can miss timelines. It can raise more dilutive capital. Its subsidiaries can fail to convert opportunity into revenue. The stock can absolutely go lower.

But this is where I believe asymmetric outcomes can be found: when sentiment is poor, the chart looks terrible, the investor base is exhausted, and the market is not yet pricing in a successful execution path.

--------------------------------------------------

BOTTOM LINE

$BLGO is a high-risk, execution-dependent micro-cap.

It is not a guaranteed turnaround. It is not a safe investment. It is not a stock anyone should buy because an internet poster has a large position.

But I believe the company is materially undervalued relative to its collection of subsidiaries, projects, technologies, and possible commercial catalysts.

At roughly a $30 million market cap, I think the market is assigning very little value to the possibility that Clyra commercializes, PFAS projects convert, the minerals facility advances, the consumer relaunch works, or Cellinity secures credible development capital.

I am bagholding more than 1.25% of the company at an average roughly 40% above current levels.

I recently added approximately $40,000 on this dip.

I have freed up another $10,000 to add.

That is my conviction level.

Not financial advice. Do your own due diligence.

Agreement With Spartan Medical Accelerates Commercial Rollout of ViaClyr Groundbreaking Wound Irrigation Solution.

A groundbreaking infection-fighting wound care product has been added to the medical arsenals of Federal healthcare facilities, including those operated by Veterans Affairs and the Department of Defense.

Clyra Medical Technology LLC, a subsidiary of BioLargo Inc. (OTCQX: BLGO) has announced an exclusive purchasing agreement with Spartan Medical Inc., to resell Clyra’s ViaCLYR advanced wound irrigation solution to government healthcare facilities worldwide.

The new agreement brings Clyra’s breakthrough Clyrasept Copper-Iodine Complex Solution Complex (CICS) to healthcare facilities in which wound care is a critical clinical priority.

Spartan Medical is a veteran-owned-and-operated government contractor for the U.S. Department of Veterans Affairs, the U.S. Department of Defense, and other local, state, and federal agencies.

ViaCLYR, powered by Clyrasept, is the first-ever, broad-spectrum antimicrobial optimized for speed, efficacy, persistence and biocompatibility. In clinical tests, ViaCLYR killed 99.9999% of 18 pathogens within one minute of application, and is proven effective against MRSA, VRE, and Candida auris.

“This third reseller agreement for Clyra’s ViaClyr opens a direct path for federal government purchasing and distribution,” said BioLargo CEO Dennis Calvert. “Together with its existing U.S. distributor Advanced Solutions, and an international distribution agreement with Al Hikma covering 18 countries, Spartan Medical’s government healthcare channel strengthens Clyra’s commercial rollout and supports revenue growth as it scales manufacturing ahead of the anticipated national launch of its surgical product next year.”

ViaCLYR provides persistent 72-hour antimicrobial management without reapplication; and because it is non-cytotoxic it does not require rinsing. While standard wound care solutions also have fast kill times, they persist for 60-seconds or less and require regular, repeated reapplication and wound dressing changes.

“Our groundbreaking technology was developed to address the four critical dimensions of wound care and infection control without compromise or tradeoffs,” said Steve Harrison, Chief Executive Officer of Clyra Medical Technologies. “We are proud to partner with the Spartan team to bring better care to those who have bravely and proudly served our country. We are confident that ViaCLYR will quickly become the standard of care across the VA, Military and Government healthcare continuum.”

ViaCLYR is FDA 510(k)-cleared for cleansing, irrigating, and debriding a wide range of wound types, including first- and second-degree burns, Stage I-IV pressure ulcers, diabetic and stasis ulcers, post-surgical wounds, and abrasions, as well as for moistening and lubricating absorbent wound dressings.

“Adding ViaCLYR to our product portfolio brings a game-changing solution to a persistent challenge faced by every facility we serve,” said Vince Proffitt, President of Spartan Medical. “By offering parity pricing for a clearly superior product, Clyra is demonstrating a commitment to improving the care and long-term wellbeing of countless veterans, service members, and individuals treated in our government healthcare facilities.”

ViaCLYR has now been added to the Defense Logistics Agency Electronic Catalog (ECAT) and is available for resale to Government healthcare facilities, including VA/DoD-operated or -managed facilities, Federal Bureau of Prisons facilities, Indian Health Service facilities, and other federal agency healthcare facilities, as well as certain civilian hospitals operating under VA Community Care/VA-funded contracts.

Clyra Medical Technologies, Inc., a subsidiary of BioLargo, Inc., focuses on infection control and advanced wound care. Founded in 2012, the company develops and commercializes wound care solutions based on its proprietary Copper-Iodine Complex Technology, with FDA-cleared products delivered through strategic distribution partnerships. For more details see www.ClyraMedical.com.

Spartan Medical maintains its vanguard position by providing medical facilities with A-to-Z solutions that improve patient care and outcomes, especially for America’s military and veteran communities. For ordering, specification, or further information, please contact the Customer Service team at cs@spartanmedical.com or call 888-240-8091.

https://calbizjournal.com/breaking-news-biolargos-subsidiary-clyra-medical-adds-third-distribution-channel/

BioLargo will review Q2 2026 financial results, recent milestones, and hold an extended public Q&A.
🗓️ Thursday, Sept. 10
⏰ 1:00 PM PT / 4:00 PM ET
🎥 Webcast: webcaster5.com/Webcast/Page...
Join a few minutes early to register and make sure the webcast is working. Looking forward to hearing the update and the answers to the questions from shareholders.

Partnership backed by a conditional grant commitment from Emissions Reduction Alberta to in support of $4.6 CAD million project, with commercial trials already underway in northern Alberta

https://preview.redd.it/4p8psdqe0poh1.png?width=1906&format=png&auto=webp&s=67b13ea2aab32afecc37debacb505bd3d9ea0e68

WESTMINSTER, CA / ACCESS Newswire / September 10, 2026 / BioLargo, Inc. (OTCQX:BLGO) today announced that it and its subsidiary BioLargo Canada have entered into a strategic partnership with Fort McKay Oil Services, a registered First-Nation company, combining the resources and leadership of the companies to deliver treatment solutions for oil sands process water (OSPW), wastewater and industrial solutions in the Athabasca region of northern Alberta utilizing BioLargo's advanced water treatment and industrial technologies. The new venture, Tũ Nipi Water Solutions Ltd., is a First Nation led company in which BioLargo now holds a minority stake.

The timing reflects a shift in how Canada is approaching the OSPW challenge. Alberta's Oil Sands Mine Water Steering Committee reported that the province's tailings ponds hold more than 1.4 billion cubic meters of fluid tailings, and the Government of Alberta has accepted the committee's recommendations to develop and pilot treatment technologies and to establish science-based standards for treated water. At the federal level, Bill C-37, the First Nations Clean Water Act, was introduced in Parliament in June 2026 to set national standards for water services on First Nation lands and to support source water protection. Together, these developments have moved a long-standing challenge from study toward action.

Emissions Reduction Alberta has conditionally approved Tũ Nipi's first grant application to support commercial trials of BioLargo technologies for use in OSPW supporting a project budget of CAD $4.6 million. BioLargo Canada will be primarily responsible for the technology development and expects this to be the first of several funding opportunities associated with the venture.

Aside from the OSPW related work, Tũ Nipi and BioLargo Canada have identified potential clients and an initial wastewater project for which BioLargo's PFAS and odor control technologies are in development.

"Clean water is the top priority of every Canadian Indigenous community and the regulatory environment is finally catching up to that," said Ron Quintal, Tũ Nipi's Chief Executive Officer. "Fort McKay has learned to balance energy while prioritizing the environment. This partnership is about bringing solutions to problems that our people have been asking about for a generation."

BioLargo's work on oil sands tailing water dates to 2011, when it became a founding industrial partner in the NSERC Industrial Research Chair in Oil Sands Tailings Water Treatment at the University of Alberta, alongside major oil sands producers, EPCOR, COSIA, Alberta Innovates, and Alberta Environment. That initial research program assessed a wide range of treatment approaches for persistent organic contaminants in process-affected water (OSPW). Now that the regulatory framework in Canada has shifted towards implementation of solutions, BioLargo Canada, with support from the BioLargo family of companies, as well as strategic relationships already in place through BioLargo, brings an entire suite of advanced water treatment technologies designed to be combined into treatment trains for complex water, from oil sands process water to municipal and industrial wastewater. More on that history is available https://www.biolargowater.com/oil-sands-water

https://www.biolargowater.com/tu-nipi

"This is a venture led by First Nations people, in a community that has made embracing future generations its purpose, and we are honored to serve in it," said Dennis Calvert, President and CEO of BioLargo, Inc. "Our company's roots in this work are Canadian, and this is a return home. What we have today is a government pulling technology-based solutions like ours forward, a partner with real standing in the region, and a market that is ready to act."

The partners are planning a formal launch event in Fort McMurray this coming October with community, government, and industry participants. Additional details will be announced as Tu Nipi Water Solutions' projects advance.

About Tu Nipi Water Solutions

Tu Nipi Water Solutions is an Indigenous-owned venture combining Indigenous leadership from Fort McKay Oil Services with advanced water treatment technology and science from BioLargo Canada. Based in the Fort McKay First Nation at the confluence of the Athabasca and MacKay Rivers, Tu Nipi brings community-controlled, solution-focused water treatment to the oil sands region.

About BioLargo Canada

BioLargo Canada is the wholly-owned Canadian subsidiary of BioLargo, Inc., headquartered in Edmonton, Alberta. BioLargo Canada develops and deploys advanced water treatment technologies for industrial, municipal, and remediation applications, drawing on the company's research heritage at the University of Alberta.

About BioLargo, Inc.

BioLargo, Inc. (OTCQX:BLGO) is a cleantech and life sciences innovator and engineering services solution provider. Our core products address PFAS contamination, achieve advanced water and wastewater treatment, control odor and VOCs, improve air quality, enable energy-efficiency and safe on-site energy storage, and control infections and infectious disease. Our approach is to invent or acquire novel technologies, develop them into product offerings, and extend their commercial reach through licensing and channel partnerships to maximize their impact. See our website at www.BioLargo.com.

SOURCE: https://www.accessnewswire.com/newsroom/en/chemicals/biolargo-canada-and-tu-nipi-form-indigenous-led-partnership-to-treat-oil-sands-process-wa-1219094

Partnership backed by a conditional grant commitment from Emissions Reduction Alberta to in support of $4.6 CAD million project, with commercial trials already underway in northern Alberta

EDMONTON, AB, Sept. 9, 2026 /CNW/ -- BioLargo Canada Inc. announced that it has entered into a strategic partnership with Fort McKay Oil Services, a registered First-Nation company, combining the resources and leadership of the two companies to deliver treatment solutions for oil sands process water (OSPW), wastewater and industrial solutions in the Athabasca region of northern Alberta utilizing BioLargo's advanced water treatment and industrial technologies.
The new venture, Tũ Nipi Water Solutions Ltd., is a First Nation led company in which BioLargo Canada now holds a minority stake.

The timing reflects a shift in how Canada is approaching the OSPW challenge. Alberta's Oil Sands Mine Water Steering Committee reported that the province's tailings ponds hold more than 1.4 billion cubic meters of fluid tailings, and the Government of Alberta has accepted the committee's recommendations to develop and pilot treatment technologies and to establish science-based standards for treated water. At the federal level, Bill C-37, the First Nations Clean Water Act, was introduced in Parliament in June 2026 to set national standards for water services on First Nation lands and to support source water protection. Together, these developments have moved a long-standing challenge from study toward action.

Emissions Reduction Alberta has conditionally approved Tũ Nipi's first grant application to support commercial trials of BioLargo technologies for use in OSPW supporting a project budget of CAD $4.6 million. BioLargo Canada will be primarily responsible for the technology development and expects this to be the first of several funding opportunities associated with the venture.

Aside from the OSPW related work, Tũ Nipi and BioLargo Canada have identified potential clients and an initial wastewater project for which BioLargo's PFAS and odor control technologies are in development.

"Clean water is the top priority of every Canadian Indigenous community and the regulatory environment is finally catching up to that," said Ron Quintal, Tũ Nipi's Chief Executive Officer. "Fort McKay has learned to balance energy while prioritizing the environment. This partnership is about bringing solutions to problems that our people have been asking about for a generation."

BioLargo's work on oil sands tailing water dates to 2011, when it became a founding industrial partner in the NSERC Industrial Research Chair in Oil Sands Tailings Water Treatment at the University of Alberta, alongside major oil sands producers, EPCOR, COSIA, Alberta Innovates, and Alberta Environment. That initial research program assessed a wide range of treatment approaches for persistent organic contaminants in process-affected water (OSPW). Now that the regulatory framework in Canada has shifted towards implementation of solutions, BioLargo Canada, with support from the BioLargo family of companies, as well as strategic relationships already in place through BioLargo, brings an entire suite of advanced water treatment technologies designed to be combined into treatment trains for complex water, from oil sands process water to municipal and industrial wastewater.

More on that history is available https://www.biolargowater.com/oil-sands-water
https://www.biolargowater.com/tu-nipi

"This is a venture led by First Nations people, in a community that has made embracing future generations its purpose, and we are honored to serve in it," said Dennis Calvert, President and CEO of BioLargo, Inc. "Our company's roots in this work are Canadian, and this is a return home. What we have today is a government pulling technology-based solutions like ours forward, a partner with real standing in the region, and a market that is ready to act."

The partners are planning a formal launch event in Fort McMurray this coming October with community, government, and industry participants. Additional details will be announced as Tu Nipi Water Solutions' projects advance.

About Tu Nipi Water Solutions
Tu Nipi Water Solutions is an Indigenous-owned venture combining Indigenous leadership from Fort McKay Oil Services with advanced water treatment technology and science from BioLargo Canada. Based in the Fort McKay First Nation at the confluence of the Athabasca and MacKay Rivers, Tu Nipi brings community-controlled, solution-focused water treatment to the oil sands region.

About BioLargo Canada
BioLargo Canada is the wholly-owned Canadian subsidiary of BioLargo, Inc., headquartered in Edmonton, Alberta. BioLargo Canada develops and deploys advanced water treatment technologies for industrial, municipal, and remediation applications, drawing on the company's research heritage at the University of Alberta.

About BioLargo, Inc.
BioLargo, Inc. (OTCQX: BLGO) is a cleantech and life sciences innovator and engineering services solution provider. Our core products address PFAS contamination, achieve advanced water and wastewater treatment, control odor and VOCs, improve air quality, enable energy-efficiency and safe on-site energy storage, and control infections and infectious disease. Our approach is to invent or acquire novel technologies, develop them into product offerings, and extend their commercial reach through licensing and channel partnerships to maximize their impact. See our website at www.BioLargo.com.

Partnership backed by a conditional grant commitment from Emissions Reduction Alberta to in support of $4.6 CAD million project, with commercial trials already underway in northern Alberta

EDMONTON, AB, Sept. 9, 2026 /CNW/ -- BioLargo Canada Inc. announced that it has entered into a strategic partnership with Fort McKay Oil Services, a registered First-Nation company, combining the resources and leadership of the two companies to deliver treatment solutions for oil sands process water (OSPW), wastewater and industrial solutions in the Athabasca region of northern Alberta utilizing BioLargo's advanced water treatment and industrial technologies. The new venture, Tũ Nipi Water Solutions Ltd., is a First Nation led company in which BioLargo Canada now holds a minority stake.

The timing reflects a shift in how Canada is approaching the OSPW challenge. Alberta's Oil Sands Mine Water Steering Committee reported that the province's tailings ponds hold more than 1.4 billion cubic meters of fluid tailings, and the Government of Alberta has accepted the committee's recommendations to develop and pilot treatment technologies and to establish science-based standards for treated water. At the federal level, Bill C-37, the First Nations Clean Water Act, was introduced in Parliament in June 2026 to set national standards for water services on First Nation lands and to support source water protection. Together, these developments have moved a long-standing challenge from study toward action.

Emissions Reduction Alberta has conditionally approved Tũ Nipi's first grant application to support commercial trials of BioLargo technologies for use in OSPW supporting a project budget of CAD $4.6 million. BioLargo Canada will be primarily responsible for the technology development and expects this to be the first of several funding opportunities associated with the venture.

Aside from the OSPW related work, Tũ Nipi and BioLargo Canada have identified potential clients and an initial wastewater project for which BioLargo's PFAS and odor control technologies are in development.

"Clean water is the top priority of every Canadian Indigenous community and the regulatory environment is finally catching up to that," said Ron Quintal, Tũ Nipi's Chief Executive Officer. "Fort McKay has learned to balance energy while prioritizing the environment. This partnership is about bringing solutions to problems that our people have been asking about for a generation."

BioLargo's work on oil sands tailing water dates to 2011, when it became a founding industrial partner in the NSERC Industrial Research Chair in Oil Sands Tailings Water Treatment at the University of Alberta, alongside major oil sands producers, EPCOR, COSIA, Alberta Innovates, and Alberta Environment. That initial research program assessed a wide range of treatment approaches for persistent organic contaminants in process-affected water (OSPW). Now that the regulatory framework in Canada has shifted towards implementation of solutions, BioLargo Canada, with support from the BioLargo family of companies, as well as strategic relationships already in place through BioLargo, brings an entire suite of advanced water treatment technologies designed to be combined into treatment trains for complex water, from oil sands process water to municipal and industrial wastewater. More on that history is available https://www.biolargowater.com/oil-sands-water
https://www.biolargowater.com/tu-nipi

"This is a venture led by First Nations people, in a community that has made embracing future generations its purpose, and we are honored to serve in it," said Dennis Calvert, President and CEO of BioLargo, Inc. "Our company's roots in this work are Canadian, and this is a return home. What we have today is a government pulling technology-based solutions like ours forward, a partner with real standing in the region, and a market that is ready to act."

The partners are planning a formal launch event in Fort McMurray this coming October with community, government, and industry participants. Additional details will be announced as Tu Nipi Water Solutions' projects advance.

About Tu Nipi Water Solutions

Tu Nipi Water Solutions is an Indigenous-owned venture combining Indigenous leadership from Fort McKay Oil Services with advanced water treatment technology and science from BioLargo Canada. Based in the Fort McKay First Nation at the confluence of the Athabasca and MacKay Rivers, Tu Nipi brings community-controlled, solution-focused water treatment to the oil sands region.

About BioLargo Canada

BioLargo Canada is the wholly-owned Canadian subsidiary of BioLargo, Inc., headquartered in Edmonton, Alberta. BioLargo Canada develops and deploys advanced water treatment technologies for industrial, municipal, and remediation applications, drawing on the company's research heritage at the University of Alberta.

About BioLargo, Inc.

BioLargo, Inc. (OTCQX: BLGO) is a cleantech and life sciences innovator and engineering services solution provider. Our core products address PFAS contamination, achieve advanced water and wastewater treatment, control odor and VOCs, improve air quality, enable energy-efficiency and safe on-site energy storage, and control infections and infectious disease. Our approach is to invent or acquire novel technologies, develop them into product offerings, and extend their commercial reach through licensing and channel partnerships to maximize their impact. See our website at www.BioLargo.com.

NEWS PROVIDED BY

Tũ Nipi Water Solutions Ltd.

SOURCE:

https://www.newswire.ca/news-releases/biolargo-canada-and-tu-nipi-form-indigenous-led-partnership-to-treat-oil-sands-process-water-and-more-884603211.html

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

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. ;)

BioLargo Townhall and Q2 2026 Earnings Results Webcast and Conference Call on Thursday, September 10th, 2026 – 4:00 PM Eastern Time

Westminster, CA – September 9th, 2026– BioLargo, Inc. (OTCQX:BLGO), a developer of sustainable technologies and full-service environmental engineering company, announced it will host a townhall and investor webcast and conference call on Thursday, September 10th, 2026, at 1:00 pm Pacific / 4:00 pm Eastern.

The event, which will be open to the public, will be held for an extended questions and answers session and to review the company’s financial results for the three months ending June 30th, 2026, and discuss recent milestones.

To listen to a live broadcast, go to the site linked below at least 15 minutes prior to the scheduled start time to register and download any necessary audio/video software.

To participate in the live webcast and teleconference:

Webcast Link: https://www.webcaster5.com/Webcast/Page/2448/54527

Teleconference Domestic: 888-506-0062

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Hey r/batteries,

I posted a redacted comparison of a “liquid sodium” battery concept more than a year ago and received a lot of useful technical feedback. This is updated material, and I removed the company and product names again so the discussion stays focused on the technology and claims—not the brand.

This updated comparison is for a “liquid sodium” battery, not conventional sodium-ion.

Core performance claims independently evaluated by U.S. BESS Corporation (June 2025).

The 9,000-cycle result is completed company test data—not an extrapolated projection: no measurable degradation through 5,000 cycles and cumulative degradation under 4% through 9,000 completed cycles.

The stated cell-level profile is:

• Specific energy: 552 Wh/kg

• Open-circuit voltage: 4.2 V

• Cycle life: 9,000 completed cycles with under 4% cumulative degradation

• Operating temperature: 120–250 °C

• Self-discharge: 0% measured electrochemical self-discharge

The company’s broader thesis rests on four connected ideas:

1. Data centers / constrained loads: Storage located close to major loads where usable power, siting, and interconnection are constraints.
2. National interest / domestic manufacturing: A storage platform intended to avoid lithium, cobalt, and nickel, using materials represented as earth-abundant and domestically sourceable.
3. Degradation: A long-lived storage asset that could potentially be easier to finance if the performance translates from cell tests into deployed systems.
4. “Sell factories, not batteries”: License the production technology to local manufacturing ventures instead of having the technology owner finance and own every factory.

What is your overall technical and commercial read on this?

I’m interested in anything the community thinks is promising, missing, misleading, unusually difficult, or worth validating next—from the cell claims themselves through to the proposed manufacturing and deployment model. Please feel free to challenge any assumption in the chart or in the four-part thesis.

The point of removing the branding again is to get candid feedback from people who understand batteries, grid storage, manufacturing, and real-world deployment.

OP
$BLGO 🚨 Clyra Medical is 48% owned by BioLargo and it’s valued above $100 million - while all of BioLargo is around $30 Million 🤷🏼‍♂️.

Some bears believe BioLargo won’t ever make revenues.
Some Bulls believe that after full on Launch mode with the co-branded product with an above $100 Billion industry leader next year Clyra Medical alone will be worth north of $500 Million - some even think it will become a (multi) Billion Dollar Brand within a couple of years.

It seems that at a $30 million market cap for all of BioLargo- including their 48% owned medical subsidiary, their best in Class odor elimination, best in class battery tech, best in class PFAS collection tech and a profitable engineering subsidiary and many new revenue streams and market entries evolving - the price - value difference makes for an amazing investment opportunity at these lows.

$BLGO step by step ;)

✅ AEC PFAS system operating at Lake Stockholm, NJ: 2M+ gallons treated and reported \>99% PFAS removal
✅ Clyra/ViaCLYR: first U.S. commercial stocking order and early revenue now underway
✅ Clyra signed an 18-country MENA distribution agreement covering Gulf, Levant, North Africa + adjacent markets
✅ New VA/DoD government-healthcare purchasing route through Spartan Medical — procurement access is a major box checked
✅ BioLargo Engineering: $1.2M remediation contract + $1.4M Air Force work renewal
✅ Core trend improving: Q2 revenue up sequentially and gross margin reached 54%

PFAS + engineering + Clyra wound care + energy storage + odor control. Multiple platforms moving from development toward commercial validation.

Still execution risk, but the milestones are stacking.
And at these levels the upside potential clearly beats the risk.
Not financial advice.

Note - you read this at a below .10 price per share.

Do your own DD.

ViaCLYR™ has now been added to the Defense Logistics Agency Electronic Catalog (ECAT) and is available for resale to Government healthcare facilities, including VA/DoD-operated or -managed facilities, Federal Bureau of Prisons facilities, Indian Health Service facilities, and other federal agency healthcare facilities, as well as certain civilian hospitals operating under VA Community Care/VA-funded contracts.

BioLargo CEO Dennis Calvert commented, "This third reseller agreement for Clyra's ViaClyr opens a direct path for federal government purchasing and distribution. Together with its existing U.S. distributor Advanced Solutions, and an international distribution agreement with Al Hikma covering 18 countries, Spartan Medical's government healthcare channel strengthens Clyra's commercial rollout and supports revenue growth as it scales manufacturing ahead of the anticipated national launch of its surgical product next year."

ViaCLYR, powered by Clyrasept, is the first-ever, broad-spectrum antimicrobial optimized for speed, efficacy, persistence and biocompatibility. In clinical tests, ViaCLYR™ killed 99.9999% of 18 pathogens within one minute of application, and is proven effective against MRSA, VRE, and Candida auris. ViaCLYR provides persistent 72-hour antimicrobial management without reapplication; and because it is non-cytotoxic it does not require rinsing. While standard wound care solutions also have fast kill times, they persist for 60-seconds or less and require regular, repeated reapplication and wound dressing changes.

“Our groundbreaking technology was developed to address the four critical dimensions of wound care and infection control without compromise or tradeoffs,” said Steve Harrison, Chief Executive Officer of Clyra Medical Technologies. “We are proud to partner with the Spartan team to bring better care to those who have bravely and proudly served our country. We are confident that ViaCLYR will quickly become the standard of care across the VA, Military and Government healthcare continuum.”

ViaCLYR™ is FDA 510(k)-cleared for cleansing, irrigating, and debriding a wide range of wound types, including first- and second-degree burns, Stage I–IV pressure ulcers, diabetic and stasis ulcers, post-surgical wounds, and abrasions, as well as for moistening and lubricating absorbent wound dressings.

“Adding ViaCLYR™ to our product portfolio brings a game-changing solution to a persistent challenge faced by every facility we serve,” said Vince Proffitt, President of Spartan Medical. “By offering parity pricing for a clearly superior product, Clyra is demonstrating a commitment to improving the care and long-term wellbeing of countless veterans, service members, and individuals treated in our government healthcare facilities.”