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EPA Proposes Rule to Limit Forever Chemicals in Drinking Water BioLargo DD $BLGO - is Clean Water!! Clean Air, Cleaner Earth, and Much More. #PFAS
Everything you need to know about: Ammo, Inc (NASDAQ: $POWW)
(NASDAQ: $POWW) Ammo, Inc - Leader in law enforcement, military, sports shooting, and self defence
This little penny stock could be trading at several dollars
DD Biolargo $BLGO - The best CLEAN WATER solutions for some of the biggest contamination problems (PFAS, Micropollutants)
Introduction to Clean Tech BioLargo - Already UP 40% in the past month. $BLGO will get discovered.
BioLargo DD 2022 $BLGO - is Clean Water!! Clean Air, Cleaner Earth, and Much More.
Where to find the earnings of a company?
Put BLGO on your watchlist to feel the regret of not buying.
BioLargo $BLGO Science will (finally) translate to $$$
$BLGO ; Stopping PFAS (forever chemicals), producing Pooph, and extracting minerals from industrial waste. Shout out to their engineers!
BioLargo ($BLGO) is turning the corner, Deals getting done as well as partnership announcements today. This .18cent penny play is generating revenue and virtually Debt free, one of the few pennystocks in such a great position.
1/2 BioLargo Follow Up Post - $168 BILLION Water Bill just Passed - BioLargo DD $BLGO - is Clean Water!! Clean Air, Cleaner Earth, and Much More.
$168 BILLION Water Bill just Passed - BioLargo DD $BLGO - is Clean Water!! Clean Air, Cleaner Earth, and Much More.
BioLargo DD $BLGO - Clean Water, Clean Air, Cleaner Earth, and Much More.
Help me people. I’m new here. What do you think of AOS?
Plummeting sperm counts, shrinking penises: toxic chemicals threaten humanity - Stop That and make the Big Bucks with Biolargo $BLGO ;)
Mentions
$AOS Q4 Non-GAAP EPS of $0.97 beats by $0.01 Revenue of $988.1M (+5.6% Y/Y) beats by $2.64M. Strong operating cash flow and free cash flow of $670 million and $598 million, respectively, and free cash flow conversion of 107% 2024 Outlook: Sales increase of 3% to 5% EPS of between $3.90 and $4.15
Dumped AOS and CVCO to raise cash. I think there's better opportunities than housing out there now as rates will be high enough on mortgages to slow construction. I have a few targets to replace them in my portfolio, but haven't bought anything just yet.
I posted about BRC the other day. https://www.reddit.com/r/stocks/comments/16qqvhm/brc_brady_corporation_company_overview_and/ The more I read the more I like the company. Decent valuation, no debt, upping their R&D spend, and trying to turn into a fast growing company. Plus, they have secular tailwinds of automation, security, and onshoring helping them. I'm thinking of swapping out my AOS position for them.
Hold on.... From my portfolio alone.... AGM +38% YTD AMR +66% YTD AOS +14% YTD CLH +45% YTD COKE +27% YTD I got tired after the C's.....you get the point.
I own CP, CLH, NSSC, and AOS (thinking of dropping the last one). Watching CPRT, CSWI, GWW, AIT, ITW, ROK. Plus others. It's a very diverse sector and some names can be lumped in different places.
CWCO is one I've bought and held for quite some time. I think my cost basis is just over $10/share, and it is looking to break $30 currently. I used to sell covered calls on it and while I was willing to have my shares called away at a $25 strike price, it closed at $24.99 on exp day. I'm not risking these shares for a bit. Danaher and AOS are others that have diverse business models but also focus on water treatment/purification, storage, and desalination, etc.. I currently hold all of these companies with no intention to sell. I have sold Nestle because I would sooner invest in Raytheon. That says something.
The price had already gone up a ton, it had already almost doubled. Also, construction spending is generally about 18 months behind the economy, so I was thinking we're in "peak construction" right about now. Been a bit off on that so far. I have other plays too. CVCO and AOS on the residential side. CLH for industrial.
Heat pumps are awesome, but as of right now I don't see much of a moat there yet. I own AOS because water heaters are basically a duopoly. Heat pumps seem to be basically electric and thus can easily be made by a number of manufacturers. They can also be shipped relatively cheaply so asian manufacturers could take market share. I like the overall market, I just think it's hard to pick a winner. I also like to find odd sources. Most names I'm interested in aren't the big ones, so there's not a ton of coverage (also better value because everyone hasn't bid up the prices yet). I like that there's people in here that follow some random names too!
AOS earnings Sales of $961 million, a decrease of 1% Net earnings of $157.0 million resulted in record EPS of $1.04, an increase of 28% Adjusted earnings of $152.5 million exclude non-cash after-tax income of $4.5 million related to the finalization of our pension settlement, resulting in record adjusted EPS of $1.01 Strong operating cash flow and free cash flow of $260.2 million and $236.0 million respectively, driven by higher earnings and working capital management. Also raised guidance.
AOS earnings Sales of $961 million, a decrease of 1% Net earnings of $157.0 million resulted in record EPS of $1.04, an increase of 28% Adjusted earnings of $152.5 million exclude non-cash after-tax income of $4.5 million related to the finalization of our pension settlement, resulting in record adjusted EPS of $1.01 Strong operating cash flow and free cash flow of $260.2 million and $236.0 million respectively, driven by higher earnings and working capital management. Also raised guidance.
You forgot VRTX....and AOS....and TXN... Oh, I see what you did there!
Everything homebuilding has been great lately. AOS and CVCO doing some heavy lifting for me.
I haven't looked too much into them, but they always pop when I'm doing research around companies. I always find a stock I dig and the compare it to their peers, so I see AOS a ton.
AOS has been low key cruising for me this year too.
I own Carr & TT with a 3:1 ratio, both for long-term holds. Both great companies, well-run, loyal technical staff, well-established heat-pump & HR-Chiller products for the long-term electrification trends. Im heavier weighted to Carr because it’s ~30% PE cheaper than TT and is making huge recent acquisitions to dominate and compete in the VRF heat pump category in Asia & EU. Also own some AOS for Hot Water Heat Pump (HWHP) exposure in the resi & Multifamily building category, distribution through Lowes is a bonus. I’d love some JCI for Digital Twin exposure but it is too expensive for my taste right now… hopefully will get an opportunity this year.
I own TXN, APD, AOS, BLK that all pay decent dividends and have a history of growth. All are a bit expensive now, except maybe TXN. Like I said, I like the company with a 2% dividend that grows it constantly, but also has growth as a company.
There were several industrial names with great earnings today. GGG and GWW were excellent. AOS, AIT also had solid results, but not excellent. Industrials are a weird sector.
AOS earnings EPS $0.94 beats $0.78 estimate Revenue $966 million vs $922 million estimate.
TXN. One of the few companies that makes enough money to pay a huge dividend and still invest in their business. Dividend champion. AOS. Again, mints money so they can pay dividends and invest to grow. Dividend aristocrat. VGR. They sell discount tobacco. Normally I'm wary of huge dividends, but cigarettes are a special case. There's virtually nothing they can do to really grow the company so they just pay dividends. I like this name because they sell discount smokes and they have some growth due to people trading down. APD. Industrial gas companies are incredible. They fill a small, yet crucial, role to industrial names. So they get long term contracts to supply everyone. Also a nice play on hydrogen fueling. Dividend aristocrat. I don't think any of these are great buys right now, for what it's worth.
MS is coming off a massive bubble in M&A, ipos, and SPACs. Homebuilders have been telling investors for a long time their profits will go down because they knew we were in a covid bubble. 3M is just kinda crap right now. Then you have GM, AOS, CP, GGG...all doing pretty well. I'm not saying all is well, but recession is not cataclysm. I'm totally anticipating a 2001 type recession, but cataclysm would be 2008.
AOS also with a beat and raise. Dividend aristocrat trading at reasonable multiples.
Good stuff, enough for me to bail on IBM and AOS. I’m up about %12 on each, so I can be happy with that. I think investing in management is fundamental, so greed and incompetence are always red flags to cut and run. Any thoughts on AFL and AIG. Timing probably questionable but I like both for diversification and some cover to economic turbulence. Wondering if owning both is appropriate or is there too much overlap in their markets? Also just started a small position in NRP. Any energy companies you’re invested in? Thanks for taking the time
Thanks, appreciate the comments. I would say IBM and MCD are there because they held up last year. I think there is the fundamental analysis and then there is the actual price performance, and mcd and ibm are the latter. Not that this is a good reason to hold a stock, but I’d say in their defense that no one will be able to beat mcd on price and they will lead the way with tech (leveraging their app and robotics). I understand the IBM hate, however I’d argue that they may be gaining access to some prime data sets in hospital partnerships that could be extremely valuable when discussing AI development, but I agree that I’m not actively buying them and wouldn’t be recommending them given the fundamentals. I’m a big believer in letting the winners ride (if they are established blue chips) and that’s probably how IBM is still in there. AOS feels like a pseudo monopoly but I wasn’t aware of the china stuff and will have to look into that. GIS is strictly more of a diversification play and a safe dividend that you can toss money at when everything else is on fire. Same idea with ADM. I think the stocks you dislike the most are those that have been performing the best recently (past year), and make the most sense in the context of a decent recession. So I would agree that these are probably overpriced atm, but in the larger scope of a balanced portfolio I think they might make more sense (at least gis and adm) long term. They will help to smooth the volatility. I think if I were trying to predict the stocks that will perform best in 2023 I’d bet msft, aapl, txn, c…but I’m also trying to set it and forget it at some point and just let it drip until retirement. Again thanks for the response
Most of it is from Pooph - please read the write up I linked at the bottom. There are Some POOPH insights. I expect a minimum of $10- 18 Million from Pooph alone plus the engineering revenue, AEC, AOS - ETC. It could get really exciting… A fellow Bull made a great post that can be found on our BioLargo sub..
I have been a bear for over a year... that being said, I would only be buying energy and defensive dividend paying stocks right now. If there is any tech that I would buy, it would be GOOG! I am not overly concerned with new ideas.They need to do a better job of monetizing MAPS.. AOS will be here a very long time, they should be focusing on building revenues!
Look up dividend champion or aristocrats. There are lists all over the internet. They Are companies that have raised their dividends for 25+ consecutive years. Otherwise, you just have to do some research to find companies that are more recent Dividend growers. Be careful chasing a high yield. It's much better to have a growing dividend over the long term. TXN, APD, AOS, BLK are some I own, but there much more promising investments. Especially with higher bond yields.
Maybe some of them. But think of companies like AOS that sells water heaters. Most of their market is in replacement. As bad as the economy gets most Americans are not going to save money by taking cold showers. Also there are many defense companies in the industrial sector and they are somewhat recession proof as their contracts with the government are long term.
Water? Literally can't live without it. AOS, WTS, FELE, BMI and more.
Portfolio: Celestica $CLS, down 0.4% Livent Corp $LTHM, up 68.4% Micron $MU, up 1.6% Regions Financial Corp $RF, up 10.3% Consumer Staples SPDR $XLP, up 0.2% AO Smith Corp $AOS, up 1.0% TECK Resources $TECK, up 27.6% Vanguard Total Intl $VXUS, up 0.3% Vanguard $VTI, up 0.8% West Fraser Timber Co $WFG, up 3.9%
AOS, WTS in my portfolio. FELE, BMI on the watchlist.
Not quite. CPG is a diff ballgame than B2B. Diff freq, AOS, demo etc. Superbowl ads probably make the most sense for CPG in my opinion.
I wouldn’t go for AOS. I bought some about a year ago and I had bailed after a few weeks.
LEU- the only American processor of nuclear fuel. Key to nuclear power. AOS- 90% of their revenue is replacement water heaters, and if you've had a water heater break, you don't wait to replace it. However it's being beaten down like the housing market will crater. Homebuilders. I bought DFH, but there are lots. We have a housing shortage and a good chunk of current homeowners are rate locked into their current house, so there won't be a lot of used homes on the market. Queue the homebuilders. They all know prices will go down, and have planned for it. Instead of making $$$$, they'll make $$$, which is still more than they're being priced for. THG- the only one on this list i don't own yet, but will around $125. Insurance companies make a lot more money when interest rates are higher. This one is expanding into a lot of new markets. WTS- great company in the $120s. Water use an conservation will be a big issue, and this company works with that.
I hold $JPM, $TGT, $SBUX..... if you like dividend stocks check out $AOS
Dividend growth stocks like AOS and DOV. Their P/E's are down close to 15 and both are dividend aristocrats with low payout ratios. I have DOW and a portfolio of other higher yielding dividend stocks but I have been waiting to add some more exposure to the blend type stocks but until recently they have been very expensive.
Some people may just have a list of stocks they want to buy at a certain price. If you think something is undervalued now and you want to own the stock then you may just purchase it and hold it for the long term not worrying if it drops more. Or you buy a half position and if it drops more then you can buy more. I bought a half position of AOS yesterday and if it drops down more I will add to it.
AOS and SCL on my list trying to find some support. Today.
**From the AMA July 14, 2022:** “There are a number of questions about the AEC and its role in the PFAS market. We're going to try to summarize our answers to those questions here. **1. Status of commercial efforts in industrial PFAS treatment** We were introduced to an industrial client opportunity by a group of engineers with a long-standing relationship with the client. The client has already installed a carbon filtration system to help remove PFAS from a very large body of water. In this case, the client quickly realized that the carbon system would not be adequate for the challenge, and that the disposal costs associated with the spent carbon is unacceptable. We believe this will become one of the first projects in which we can use our PFAS tech, the AEC, to help a client achieve their goals and save money. In addition, we believe the channel partner in this case can be instrumental in developing a substantial pipeline of customers. This is a very large project, and we're working to finalize contracts for it now. **2. Status of efforts in municipal treatment** Historically, the municipal market requires substantial evidence of scalability through commercial trials and/or historical commercial deployments before they'll adopt. So, we believe the work in the industrial sector will be a capital-preserving and compelling strategy to help clients in the municipal sector say "YES" to our solution. So, we want to enter the municipal market when we already have good evidence that the system will work for them. Our work with Orange County Water District is continuing in the sense that they are supportive in working with us for a commercial trials, as are a number of the other prospects identified through our initial marketing. **3. Channel partners - why and how do they come to be?** Interest in our solution continues to expand with customers and channel partners. The biggest hurdle is to demonstrate commercial scalability and successful commercial deployments. This is our number one mission right now in the PFAS business. Channel partners typically have long-standing existing relationships with customers that need a PFAS solution. In most cases, the channel partners are also highly technical. We believe channel partners that fit these two criteria create the most rapid selling and adoption cycle in the market once we get through the starting gate. Since then, the company has signed on one of the channel partners that was in negotiation and that also brought in the first commercial project for AEC which is in the industrial space. There is often liability associated with the client's remediation efforts, so confidentiality is pretty common with this type of work. Details are not likely to be super super available, but they've indicated quite a bit that points to both a national distribution partner, as well as this project having double digit million revenue potential as well as be a springboard to much more work with that partner. What it also does is provides a real world installation for other potential clients to look towards to soothe the "new tech concerns" that someone may have. ​ In general with the AMA, I would have loved some more color, but also recognize that even with it called "Ask Me Anything", the point is outreach and connection more than disclosure of specific detailed information. My questions were quite specific and direct because I've spent too many hours digging and care a lot about what is going on. I didn't really expect all of them to be answered fully, but also valued the opportunity to share with Dennis what some investors may be thinking or wondering. Communication goes 2 ways, and I feel like I have to do my part to share my perspective to him as an investor. He will and does communicate well IMO and I think his choice to let some questions rest is pretty reasonable considering what I see as very open communication from the company historically. I think the concerns about being spread thin are reasonable. I personally believe that the status of their technology is very advanced compared to what their financial performance look like and that the depth of validation is particularly impressive with a company like BioLargo. The fact that I can read peer-reviewed science literature about their technologies is something I love, because I can really get under the hood about what I've put my money behind. Often times their work seems very spread apart... but it actually is fairly related conceptually and the overlap is pretty cool to watch. The ONM division has long relationships with the waste industry due to CupriDyne's adoption in the waste handling sector. The BLEST division has incineration and waste to energy conversion expertise. The ONM division opened the door for BLEST to provide design for what is slated to be the largest Waste to Energy facility in the entire world. BLEST has the technical capabilities, while ONM has the relationships to bring them there (BLEST also has a reputation themselves). That example isn't really the only one, but I won't drone on and on about that type of thing. Both the odor/VOC product, medical products, and AOS water technology rely on iodine, overlapping some of the technical function of the portfolio as well. Once you get under the hood, it's a little more connected than it seems from the surface, but even with that said... 30+ people are tackling a TON of stuff right now. Their partnerships help spread the load and lets them focus on development and execution rather than some of the more standard growth tasks at this time... but yes... it's a lot for them right now.
Sell puts on DOV and AOS if they are down.
Slightly off their lows, but my favorites in my portfolio: APD, BLK, CVS, WSM Looking to add if they drop again: TXN, AOS, SCL. I love dividend growth stocks.
AOS, AO Smith, water heater and equipment company. Great buy at these levels. 2% div yield and trading below intrinsic. I told y’all to buy Bristol Myers last year, check my posts. AOS is a steal here and has very little downside.
Dividend aristocrats have proven stability. Plus, compounding dividend returns really mount up over 20 years. AOS, TROW, APD are particularly appealing right now, imo. LANC as an also ran.
Just added VGR, discount tobacco can take market share as cigarettes get more expensive. Great dividend. Looking at: AOS- makes hot water heaters. Great dividend history and wide moat. MDC- homebuilders have tanked. I think they will do better than expected next year. Another great dividend play. ARCH/AMR- two coal plays. If they pull back nicely, the valuation looks solid.
AOS- $50 ROK-$150 FCX- might buy some today CCJ- same ZBRA-$250 SD-$20
AOS. They and Rheem control 80%+ of the water heater/boiler market.
AOS. Boring as the hot water heaters they make.
$AOS looks like a long term play
Everyone is saying Google and I agree but here’s some others. AOS, ZBRA, AMAT, TTD, ABNB, CRTO, MA.
AOS still 19% above its prepandemic price
Good for them. Let them sell, I will keep buying. I bought around 200k this week alone in STOR, SWKS, AOS, SBUX, VICI, JPM just to name a few. They keep going down, I keep picking them up.
ROK, Rockwell automation. I feel on shoring will create a huge surge for their products. CCJ- cameco Canadian uranium miner. GGG-graco Wide moat industrial company that makes paint spray machines. BLDR- builders first It's of pessimism around home builders right now, but long term there's a huge need for new housing and lots of people wanting to move to areas that have land to build on. AOS- A.O Smith Makes hot water heaters and boilers and is half of a duopoly. Replacement water heaters are a huge market, and they always break, even in a recession.
AOS, AO Smith corporation. They make water heaters and all things water equipment. This country and the world in general needs more houses badly and more will be built. Plus millennials buying homes will need new water heaters. Their moat is impenetrable and they’re just now expanding into Asia fully. Take advantage of the dip in “housing” stocks and buy this baby. It won’t 10x in a year but it will be a very reliable investment (pays a better dividend than SPY/VOO, 1.8% ish). As supply chains improve and prices of steel, lumber etc moderate over the months and year this company will continue growing margins even more. They’ve been in business since the civil war essentially (1870) and are going to a nice pull forward in demand as housing becomes more of a pressing issue this decade.
>Note: NOT talking about the last 3 or whatever years you've been investing.. are you beating the market THIS year? [Yes.](https://imgur.com/a/aa7xjyC) As far as what stocks, a range of them though I've recently taken profit in some as I'm tired of doing DD to the extent I've been, so I'm cutting out positions slowly. $ABBV, $AOS, $DG, $AFL, and $ATO are just a few I'm currently either invested in or recently sold. I don't chase after quick ROI in volatile swingers but invest in already established companies that pay out dividends and grow said dividends over time. It's a strategy that fits me perfectly.
$AMT, $AOS, $UL, $AVGO, and $AMP are my poorest current performers YTD. I still think they are all excellent picks that I will continue to DCA into however, taking advantage of my long investing timeframe and dividend compounding strategy. 10%-15% downturns like this are not only inevitable but a welcome way to reduce cost basis.
Dropped my car off at the mechanic to have the bumper taken off to get the leaves out of the radiators and replace the AOS. Still don't have it back in 2 days, wtf man. I need itttt.
AOS - AO Smith... They are part of the freshwater / drinking water sticks...
In the long run, it’s never a bad time to get in as long as you buy something good and don’t panic sell. I bought AOS in 2017 at an all time high and it fell right after. Took until last year to come back but I’m up on it now and reinvested dividends the whole time. On the other hand. I bought Costco at an all time high at $412 a few months ago thinking it would come down and I’d buy more. It hasn’t gone below that price yet. As long as you’re buying a good stock, don’t try to time it.
I think you've raised fair concerns about not having the caliber of AEC data and validation that you are looking for. They have applied for patent protection and I expect they will start writing about AEC in the scientific literature in the same way that they have with AOS (other portfolio item that they have). AOS has a couple of patents and has been published about in 2 peer-reviewed, scientific journals (with 2 more underway). They haven't gotten AEC to my preferred level of literature-based validation, though I am a believer in what I have seen thus far. In general, they have been transparent and public with this type of validation and verification in my opinion, but only after protection of that portfolio item is secured. I've linked some of the literature/PR about the literature for AOS if you're curious. Happy to link some patents if interested. [http://biolargo.blogspot.com/2021/01/peer-reviewed-paper-confirms-biolargos.html](http://biolargo.blogspot.com/2021/01/peer-reviewed-paper-confirms-biolargos.html) [https://pubs.acs.org/doi/10.1021/acsestwater.1c00149](https://pubs.acs.org/doi/10.1021/acsestwater.1c00149)
Cupridyne + Pooph, AOS, AEC, Clyra Medical are wrapping R&D and transitioning to commercial. CEO said live yesterday that phones are ringing, not the other way around. Good chance there’s no more dilution due to increased engineering consulting sales and Pooph. Have no idea what you are talking about it being a bad company. Super bullish.
Buy Nvidia (NVDA) and a solid value/dividend stock like AO Smith (AOS), they make 50% of boilers and water heaters and America needs more house badly. Plus the average age in the US is about 30. Aka home buying years. Just buy those, fuck off and outperform.
This one’s my diamond in the rough as well. PFAS “Forever Chemical” remediation projects should start in early 2022. Pooph pet odor spray is being sold and is going to get a huge “after Christmas” advertising push from the people behind Snuggie and other blockbusters. Sales beginning for AOS (micropollutant destruction and water disinfection tech) and a product made for Garratt-Callahan for industrial discharges. There’s about a half dozen things reaching commercialization in 2022. All have transformative potential.
yes but already been in Trex, BLDR... just started a position in MAS and looking at AOS.
Homebuilders remain constructive Weekly charts of ITB, the iShares US Home Construction ETF, have outperformed sharply in the last month and are pushing back to new all-time high territory. This group is technically attractive to own during this seasonally bullish time and has largely avoided much of the technical damage being seen in other areas of the market. Longs remain preferred Technically and BLDR, TREX, DHIH, AOS, LEN, are preferred within this space, while LOW and HD also are quite attractive as intermediate—term longs to favor and to buy dips if given the chance in the weeks to come.
Sept 30 Letter to Shareholders: https://irdirect.net/prviewer/release\_only/id/4881064 Q3 10-Q: [https://sec.gov/ix?doc=/Archives/edgar/data/880242/000143774921026755/blgo20210930\_10q.htm](https://sec.gov/ix?doc=/Archives/edgar/data/880242/000143774921026755/blgo20210930_10q.htm) November 30 Pooph/Ikigai Update: [http://biolargo.blogspot.com/2021/11/biolargo-strategic-partnership-with.html](http://biolargo.blogspot.com/2021/11/biolargo-strategic-partnership-with.html) EPA PFAS Roadmap for 2021-2024: [https://www.epa.gov/system/files/documents/2021-10/pfas-roadmap\_final-508.pdf](https://www.epa.gov/system/files/documents/2021-10/pfas-roadmap_final-508.pdf) AOS Patents: https://patentimages.storage.googleapis.com/9a/35/04/47bc2afa02833c/US8679515.pdf [https://patents.google.com/patent/US10654731B2/en?oq=10%2c654%2c731](https://patents.google.com/patent/US10654731B2/en?oq=10%2c654%2c731) AOS 3rd-Party, Peer Reviewed Scientific Papers: [http://biolargo.blogspot.com/2021/01/peer-reviewed-paper-confirms-biolargos.html](http://biolargo.blogspot.com/2021/01/peer-reviewed-paper-confirms-biolargos.html) [https://reader.elsevier.com/reader/sd/pii/S0043135421005388?token=310A53AFA41D25EA63FB797A81DAB0865D1CA4032EDC77623B32C9C819F5F7D4933E9A4607221F142094CD5DE60E248D&originRegion=us-east-1&originCreation=20211009213333](https://reader.elsevier.com/reader/sd/pii/S0043135421005388?token=310A53AFA41D25EA63FB797A81DAB0865D1CA4032EDC77623B32C9C819F5F7D4933E9A4607221F142094CD5DE60E248D&originRegion=us-east-1&originCreation=20211009213333) [https://pubs.acs.org/doi/10.1021/acsestwater.1c00149](https://pubs.acs.org/doi/10.1021/acsestwater.1c00149) WEFTEC Interview: [https://www.wateronline.com/doc/opportunity-meets-preparation-0001](https://www.wateronline.com/doc/opportunity-meets-preparation-0001)
I think there's some areas of appliances where there's not that much moat/more selection. I'd try to focus more on 'household infrastructure' - things like CARR (and wso has done well over the years), AOS, HD/LOW. Something like CARR is not going to be a home run over time - although it's certainly done well since being spun off - but I see that as an example of a consistent performer and with rising temps around the world and some degree of WFH continuing in the future, units are going to be used more and likely shorten replacement cycle over time.
Ticketmaster and Viagogo aren't publicly traded... Like what you expect them to do. Stubhub got bought for 25x EBITDA. Revised guidance and this thing gets bought for $20+ in a couple years. 20x multiple FV given FCF conversion profile, 5% yield. Crazy upside to projections given current market share trends and AOS growth. Love the setup. Can't own enough warrants at this price
This was great news for shareholders today. BioLargo has a really impressive portfolio of technology and it sounds like they are about to turn the page and start collecting large sums of revenue. When you read through this PR, it sounds like AOS and CupriDyne each have the potential for $100M annual revenue in a few short years. It’s hard to conceptualize, but if these partnerships go according to how they have been portrayed, earning the entire current market cap (around $40M) in an entire year is very reasonable. The products are best in field, and a large complaint from shareholders has been “how do you have such a good portfolio of products but aren’t selling them more?” Unless these partnerships prove to be a total bust, sales from CupriDyne appear sept to explode in the coming months and years compared to past totals. I have personally been quite bullish on BioLargo for several months, but today was EXACTLY the type of news I was hoping for. The company has fantastic tools, but needs to commercialize them. It looks like they’ve picked spectacular partners with demonstrated success in the consumer disinfectant/household cleaning products sector. Would be hard to feel better about BLGO than I do today :) Thanks for sharing
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Sell and buy a dividend paying solid stock with good outlook e.g. AOS SSD maybe wait a dip before you buy
Fortunately for BioLargo, but unfortunately for the people of the Earth, PFAS is a problem all over. I try to keep focused on facts and strong assumptions and remain patient. This is a problem. It appears BioLargo will be able to capitalize on providing solutions. I'm glad to hear that Europe is considering regulations soon. Honestly I have remained focused on the United States as that is my home and I know how things work here a little better. I know the world will also be a market. Dennis speaks about Europe being a better market for AOS at the moment, since Europe is a little ahead of the United States with pharma chemical cleanup etc. Hope you keep seeking out info about the company. The more you know, the better you can make decisions :)
Something I am thinking about as I re-read your first part of the comment. "But why aren't some other revenue streams kicking in to help jump start this along?" I don't think that revenue helps AEC and AOS right now. I think those projects are limited by a science timeline, rather than a resource shortage situation. Validation of function isn't something that happens in an instant. They are determining the best way to operate the units. They are determining what some of the common hiccups might be. AEC has been successfully removing PFAS for a long time, but that doesn't make it a fine-tuned commercial product yet. I don't think AEC needs to be jump started. I think it needs to be done correctly so that capturing a portion of the market can be done smoothly and reliably. I personally believe Dennis and the team have proper and sound execution prioritized over a timeline. That is good news in my book. Revenue can help the overall situation. Revenue never hurts. If the revenues for 2021 resemble what Dennis speaks to, the company will be profitable. If you look into the new contracts that have been signed and do some math about what it likely means for the bottom line, I expect revenue to be less and less of a concern moving forward as the operation gains steam.
Thanks for the response pginge. I think you are processing things correctly personally. It WOULD be ridiculous for a company of this size to dominate the market.... but... is it? There is a patent pending for AEC. I have not found a reason that I expect it to not be granted. I don't find comrable The company speaks confidently to it being granted. Obviously no guarantees. Michael Regan (EPA) will not drag his feet on PFAS cleanup. His background is in PFAS cleanup in North Carolina and he has a history of working with industry to seek out environmental solutions. BioLargo was acknowledged by the EPA a few years ago closer to the origins of AEC and I am fairly confident that EPA and BioLargo will be or perhaps have been working together at very least to validate and understand regulations etc. I think that investor timelines and science timelines can be a frustrating mismatch. I agree with your sentiment. These tests should be quick and then we can move on to the next step. After the in-house validation, the company will seek to do pilot projects like they are doing for AOS presently. When they seek commercial sales after this, they will be in the position to say "we did it for (insert agency or municipality), we can absolutely do it for you". The other option is saying "we think it will work, do you want to try it". I personally think both are viable, but am happy that BioLargo appears to be focusing first on the science and the product so that the marketplace doesn't deliver a blow that can't be recovered from. In doing so, they have kept costs trim and have been able to build a diverse portfolio with many pathways to victory. I think it always takes longer than we want, but the company speaks eagerly about commercial sales in more of a months than years timeline. Happy to discuss more if you have other thoughts :)
They are in hard negotiations. There is a property with some tailings that are either a liability of millions OR with the BLEST developed process it will generate more than $1 billion worth of Pharma grade magnesium. Being a project manager, small partner, engineer, and building out the pilot facility of a $1 billion+ project sounds pretty lucrative to me. And by what DC said, it seems this one will come to fruition sooner than the AEC and AOS. And BtW- They are working on a lithium extraction process as well.
2/2 There are many other projects happening but this Opportunity is certainly the largest. [All Opportunities will be explained in detail in the Deep Dive.](https://preview.redd.it/yp6qle61ei971.png?width=2184&format=png&auto=webp&s=a78f366f377cdc12b7cab7e000eb8030c7085810) ​ * **AEC - PFAS treatment technology** Multi-Billion market opportunity. PFAS is big business and all over the news in the US. * **AOS micropollutants treatment technology** Multi-Billion market opportunity. Micropollutants a hot topic currently in particular in Europe. * **Mineral extraction project** Clean Earth - They are in hard negotiations for this opportunity. It reminds me of mining projects, the only difference is that you cannot mine without BioLargo’s technology and you will have a liability to get rid of the waste properly instead. In my opinion, the Net Present Value of the extraction project is likely multiples of the current market cap. The project is expected to generate over $1 Billion in revenues. I think If just a single of the many opportunities succeeds we will do exceptionally well - more than one and we will be Stock picking Rockstars - but it is actually looking good that most if not all will be successes = Clean Tech Jackpot Very hard not to get excited about this opportunity.. When people will realize that ALL of BLGO (4 subsidiaries, 20 patents, plus Asia joint venture) is currently worth only $48 Million but likely will provide THE “green” go-to solution for one of the global contamination problems, (the US government alone is likely to invest more than 150 Billion into clean water) and has the potential to jump multiple Xs on great trials news, paired with the MASSIVE de risk of this investment as they are almost debt-free now- We should see a lot more investors discovering this company and many more leaving the sidelines to join the ride or add to their positions. **Price Target** I got the most comments and messages asking about my price prediction/ price target. It is hard to predict where we will be in a few months - definitely higher - but I prefer to look a little further. My minimum prediction for **End Of The Year 2022 is 4X - 8X higher** \- potentially even a lot higher on Great AEC, AOS, and Minerals Extraction news. While it is a long and windy road ahead of us, but as of now, I would not know why this won’t become a Nasdaq traded multi-billion dollar company in the long run. Looking forward to following the story as it continuously progresses. Momentum is building and I think we are going to see great volume and much higher levels soon. I am very excited about Tuesday and the future with BioLargo. Please dive into BLGO and let me know what you think and if you have any questions! Go BioLargo! “The Big Money is not in the buying and selling but in the waiting” Charlie Munger.
Follow up post 2/2 That debt is almost entirely gone now - so IMHO the next leg up will be much more sustainable. I do expect a lot of volume and much higher prices very soon. Many catalysts are coming up. And I could not think of anything better place to invest than Clean Air, Clean Water, and a Cleaner Earth (and disruptive wound care). Just a reminder: the CFO is SOLELY getting Paid in OPTIONS only, 25000 a month which are exercisable at .174. The CEO opted to get paid more In stock at these levels as well. And our Odin Joint venture Partners in Korea paid .20 per share. In the comments of my post, many asked about the competition for BLGO: There are plenty of competitors in every field that BLGO is targeting BUT it appears - even though we are a tiny company - that we have the better solutions! It is certainly the case for Cupridyne Clean. Odor elimination. Cheaper and better. For the AOS as well- the best micropollutants killer out there. Regarding PFAS - it is obviously big business and all over the news. BioLargo has the most effective and cost-efficient PFAS treatment solution - AEC- and first commercial Pilot Projects about to start. Below is a very recent interview with CEO Dennis Calvert and its engineering subsidiary CEO Randall Moore that talk about the several new contract awards worth more than $1.2 million in revenue, most of which will be earned over the next six months and The AEC - PFAS solution. It is a great way to get a "better feel" of the key players!! **BioLargo highlights its engineering division's recent contract wins** (link in comments) The Air Force, which for decades used PFAS-based firefighting foams, has lots of PFAS cleanup obligations. BioLargo already has business relationships with the US army… **“Cost of tackling PFAS pollution on US military bases expected to reach $2.1bn”** (link in comments) \- 28 June 2021 This is a must-read article as it is BioLargo that "Appears To Have Formidable Competitive Advantages." in comparison to some global players. Trials at huge municipal wastewater sites are already scheduled: **Five Top Contenders Competing For Multi-Billion-Dollar PFAS Removal Race - One Appears To Have Formidable Competitive Advantages** (link in comments) (this was blocked by a Reddit spam filter - that is why I am linking it now to the StockTwits post that has the right link) The opportunity is that big ($1 TRiLLION) that even the smallest market share would catapult us Into the stratosphere and for now, there is no better solution- and Randy (Blest president and lead engineer) said at the shareholder meeting (talking about the pending patent) that nothing performs better AND that there is really nothing even close to it out there. The CEO about how they’ll target the PFAS problem globally: “I suspect that we will have many, many partners and we’ll have many, many distributors and it’s going to keep us busy for the next 20 years. “ There are many other projects happening but this Opportunity is certainly the largest. [All Opportunities will be explained in detail in the Deep Dive.](https://preview.redd.it/qwm697pdri971.png?width=2184&format=png&auto=webp&s=dcad1fb4960f8829d295d6d75ba4d53dafa98bd4) * **AEC - PFAS treatment technology** Multi-Billion market opportunity. PFAS is big business and all over the news in the US. * **AOS micropollutants treatment technology** Multi-Billion market opportunity. Micropollutants a hot topic currently in particular in Europe. * **Mineral extraction project** Clean Earth - They are in hard negotiations for this opportunity. It reminds me of mining projects, the only difference is that you cannot mine without BioLargo’s technology and you will have a liability to get rid of the waste properly instead. In my opinion, the Net Present Value of the extraction project is likely multiples of the current market cap. The project is expected to generate over $1B in revenues. I think If just a single of the many opportunities succeeds we will do exceptionally well - more than one and we will be Stock picking Rockstars - but it is actually looking good that most if not all will be successes = Clean Tech Jackpot Very hard not to get excited about this opportunity.. When people will realize that ALL of BLGO (4 subsidiaries, 20 patents, plus Asia joint venture) is currently worth only $48 Million but likely will provide THE “green” go-to solution for one of the global contamination problems, (the US government alone is likely to invest more than 150 Billion into clean water) and has the potential to jump multiple Xs on great trials news, paired with the MASSIVE de risk of this investment as they are almost debt-free now- We should see a lot more investors discovering this company and many more leaving the sidelines to join the ride or add to their positions. **Price Target** I got the most comments and messages asking about my price prediction/ price target. It is hard to predict where we will be in a few months - definitely higher - but I prefer to look a little further. My minimum prediction for **End Of the Year 2022 is 4X - 8X higher** \- potentially even a lot higher on Great AEC, AOS, and Minerals Extraction news. While it is a long and windy road ahead of us, but as of now, I would not know why this won’t become a Nasdaq traded multi-billion dollar company in the long run. Looking forward to following the story as it continuously progresses. Momentum is building and I think we are going to see great volume and much higher levels soon. I am very excited about Tuesday and the future with BioLargo. Please dive into BLGO and let me know what you think and if you have any questions! Go BioLargo! “The Big Money is not in the buying and selling but in the waiting” Charlie Munger.
lol. There is everything wrong with your post. $900k revenue in Q4 alone. The management is mainly getting paid in stock and the CFO opted to get a monthly pay of options for 25000 shares at .174 as his sole payment. More and more people are hearing about BioLargo and it is just a question of time (and Good News) until a big wave of new investors and money will come join this Clean Water, Clean Air, Cleaner Earth investing opportunity. BioLargo paid off almost $7.6 Million in debt in the last years = we are already deep into the BLGO paradigm shift. The progress is accelerating: the partnerships/ California engineering office opened/ record growth/ record revenues/ amazing study results/ team ups/ biggest contracts yet/ AOS commercial units built/ promising acquisition happened/ AEC improved/ new patents filed/ trials at municipalities scheduled/ almost debt free / Asia joint venture showing First adaptions/ Cupridyne/ Cannabusters starting to take over Cannabis Odor Control space/ big minerals contract expected next Q/ new studies released/ more studies coming/ 2000 new shareholders in past months/ cash flow positive on the horizon / 1.2 Millions in contracts signed within weeks/ working on Lithium extraction/ 10 Billion Dollars for PFAS solutions from administration announced etc. etc.. This clean tech / Cannabis/ wound care/minerals / water play seems to be the perfect place to be invested in. Some might have been early But At around $45 Million Market cap this makes for an incredible investing opportunity. Do your own DD and invest accordingly!
For the ones that want to dig way deeper into BioLargo over the weekend this is the link to the recent (June) shareholder meeting. 100min of facts about BLGO- here are my takeaways from that: Some thoughts on shareholder meeting + Five Top Contenders Competing For “Multi-Billion-Dollar PFAS Removal Race - One Appears To Have Formidable Competitive Advantages” and the one is .. BIOLARGO It is happening on all fronts. Great presentation. It makes for one of the best investing opportunities out there. Dennis won’t be surprised by $10million in early revenue from the GC collaboration (early ‘22) Put Odin, already $2 Million Blest backlog, ONM environmental (that is winning biggest projects and will have Cupridyne implemented in 200 (!) cannabis grow facilities through new sub distributor), AOS, AEC on top- and it becomes obvious that we are following the early commercialization of a massive future clean tech company. Many contracts/partnerships are in the making. Patience remains key but it seems very obvious that more and more people will want to invest in this. A purposeful company that is an almost certain multibagger. "Making life better" with a very realistic possibility to get 20X returns. I highly recommend listening to the replay of the meeting. I am a proud shareholder and I am looking forward to continuously follow the story unfold. Strong "screaming out the window" Buy! There are plenty of competitors in every field that BLGO is targeting BUT it appears - even though we are a tiny company - that we have the better solutions 😉 It is certainly the case for Cupridyne Clean. Odor elimination. Cheaper and better. AOS as well. Best micropollutants killer. Regarding Pfas- read this Five Top Contenders Competing For “Multi-Billion-Dollar PFAS Removal Race - One Appears To Have Formidable Competitive Advantages” and the one is .. BIOLARGO Just a tiny fraction of that trillion dollar opportunity would make us all rich. And for now there is no better solution- and Randy (Blest president and lead engineer) said yesterday (talking about the pending patent) that nothing performs better AND there is really nothing even close to it out there.. Randy is the man. He is 100% a no BS guy. If he is excited about something (like he is with the AEC) he is on to something ;) I liked the „move the needle“ slide as well. if just a single of the opportunities succeeds we will do very well - more than one and we will be Stock picking Rockstars - but it is actually looking good that most if not all will be successes = Jackpot 😉 Very hard not to get excited about this opportunity. Most of my family/friends are already invested but it seems that they should join me in the “all in” ;) W.B. “Opportunities come infrequently - when it rains gold use the bucket and not the thimble”. https://stocktwits.com/julianjakobi/message/307887237 Link to shareholder meeting (easy sign up) https://www.issuerdirect.com/company/investor-relations
The commercial unit of the AOS was presented. The company used the momentum to pay off their last bids of convertible debt. They preferred to have a cap on the price so they are now we’ll set up for maximum future growth. There is almost no debt left so any moves higher will be much more sustainable. GLTY!
AOS: [https://smartwatermagazine.com/news/biolargo/biolargo-completes-commercial-scale-aos-unit-municipal-wastewater-treatment-plant](https://smartwatermagazine.com/news/biolargo/biolargo-completes-commercial-scale-aos-unit-municipal-wastewater-treatment-plant) [http://biolargo.blogspot.com/2021/01/peer-reviewed-paper-confirms-biolargos.html](http://biolargo.blogspot.com/2021/01/peer-reviewed-paper-confirms-biolargos.html) ​ AEC: https://www.accesswire.com/626022/BioLargos-AEC-Removal-of-Forever-Chemicals-PFAS-is-Confirmed-99995-Effective-in-Lab-Analysis-Performed-at-the-University-of-Tennessee
Somebody have been watching AOS
Yeah man. Every house the build needs HVAC. Same with AOS.
AOS going to the moon, hop on before it’s too late
RKT, weed, AOS, UWMC .. so many of them. I guess with the influx of million people who joined for GME but have since sold, there are plenty of people to just take advantage of chasing the next big thing. I feel bad for em
AOS calls are going to print after earnings next week. I can feel it in my balls.
AOS has earnings on the 29th. They supply water heaters and I think thats about it. But I have 2 close friends who are plumbers and they've been talking about AOS water heaters flying in price over the last year. That plus the shit ton of new buildings going up should make them smash earnings. The best/worst part is that they are pretty low volume. IV is only 30% but you'll have to play around the b/a spread while getting in and out.