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ERROR: type should be string, got "https://preview.redd.it/asrx0z1sluna1.png?width=2024&format=png&auto=webp&s=471e46a42b01267f2b10f03c7732334ee8196f0e\n\nOP:\n\nyou might have already heard about BioLargo or seen the post \n\nUSA Today: BioLargo technology tackles water crisis caused by ‘forever chemicals’ or others about BioLargo on this board that got some attention. (more about the OP at the end of this DD post.)\n\nI want to use the opportunity to share some more information as IMHO BioLargo is one of the best investing opportunities out there - the perfect combination - investing in the “clean” future while going for the big bucks. \n\n**Especially as we had Groundbreaking News today in #PFAS - (BioLargo Twitter):**\n\n>**Big news today in #PFAS, the White House has proposed the first-ever national standards for PFAS levels in drinking water.** \n> \n>**BioLargo's AEC has been proven to reduce those six PFAS below their detection limits without creating vast amounts of solid waste.**\n\n​\n\n**EPA sets ‘groundbreaking’ limits on toxic ‘forever chemicals’ in drinking water**\n\n**Extraordinary new limits introduced to require municipal utilities to remove six PFAS compounds from drinking water”**\n\n​\n\nThe US Environmental Protection Agency has taken the extraordinary step of setting legal drinking water limits for six of the most studied and toxic PFAS compounds, known commonly as “forever chemicals”, that are at the center of an ongoing environmental crisis.\n\nThe new limits mark the first time in 26 years that the EPA has set legal limits for a contaminant in drinking water. Municipal utilities will be required to remove the compounds from drinking water, which could set off a wave of lawsuits directed at PFAS polluters, including the US MIlitary and chemical producers like 3M, DuPont and Chemours.\n\n*“More than 200 million Americans could have PFAS in their tap water. Americans have been drinking contaminated water for decades. This proposal is a critical step toward getting these toxic poisons out of our water.”*\n\n**As of today, BioLargo has the most effective and most efficient targeted PFAS Collecting Tech in this $60 Billion/Year market**\n\n[Must Watch Video of THE AEC PFAS SOLUTION](https://reddit.com/link/11rpffs/video/vnqj7hmmjuna1/player)\n\nThe recent EPA action paired with the big engineering contracts and Pooph breaking all sales records make for a very attractive investment.\n\n​\n\nIf you have not seen the POOPH product or POOPH commercial yet - you will. They are taking over the giant Pet Odor Market by storm and since my post POOPH made it on top of a few more AMAZON best seller lists AND the WALMART test launch Exceeded all expectations so it is coming to all stores soon. \n\n​\n\nWhere do you have another PENNYSTOCK that IMHO is 100% derisked because of the massive success of a Product - that you all have heard about - POOPH and you have the possibility to win the CleanTECH JACKPOT with their Gold Standard PFAS Collecting TECH - as it is an $60 Billion /Year Market for the next decades.\n\n​\n\nThe share price is very low as BioLargo paid off almost $7.6 Million in debt in the last years and some of the projects were delayed - but it is all happening now = we are already deep into the BLGO paradigm shift.\n\n​\n\nIt is all happening.. $BLGO all the Pooph sales numbers on all platforms indicate that explosive growth is happening. \n\n​\n\n[RED CURVE is what is actually happening right now that is not reflected in the shareprice at all. with all numbers we are tracking Q1 2023 will come in above $ 3.5 Million in revenue. Higher than the entire 2nd half of 2022 with the record breaking Qs. ](https://preview.redd.it/pcgodsk4ouna1.png?width=2384&format=png&auto=webp&s=e300714476c23f62db18ab54704a3a660626def8)\n\nFull-year 2021 = $2.5 Million revenue \n\nFirst half of 2022 = $ 2.3 Million revenue \n\nSecond half of 2022 = $ 3,45 Million in revenue. \n\nConsidering Q4 was almost $2 Million and Walmart and Chewy were just added where it became an instant bestseller- \n\nwe should see Q1 2023 revenues above $ 3.5 million. \n\n​\n\nIt’s the perfect time to discover this purposeful company - just before it will be visible that they hit positive cash flow and before it will get a lot of attention. \n\n​\n\n**BIOLARGO :**\n\n**General:**\n\n* A purposeful company with the motto “We make life better”\n* Dedicated to Clean Air, Clean Water and a Cleaner Earth\n\n​\n\n* world class own engineering Devision- BioLargo Engineering Science and Technologies - BLEST\n* world class own Water Company - BioLargo Water \n* world class own Odor/environmental tech company - ONM Environmental \n* World Class own Medical Company (above 55% ownership) - Clyra Medical\n\n​\n\n* exceptional growth potential in multiple Billion dollar markets\n* IP owner of many gold-standard solutions for the biggest environmental challenges\n* most diversified business opportunities of any OTC company we know\n* future Global Clean Tech Powerhouse at the very early stages of commercialization\n* after many years of R&D finally hitting rapid growth in commercialization\n* \\#PFAS becoming a hot topic and needs many solutions and BLGO has the most efficient and effective targeted Collecting Tech - The AEC\n* BioLargo owns the IP for the best Odor elimination platform technology\n* already supplies the 4 biggest waste handling companies with their industrial odor elimination\n\n​\n\nhttps://preview.redd.it/4u3ocsgwruna1.png?width=724&format=png&auto=webp&s=516bdbf3d30ee3577854295b3a0d2a97b39a6e91\n\n​\n\n**POOPH/ ONM**\n\n* POOPH - PET Odor elimination is a blockbuster success itis BioLargo tech licensed and brought to market by marketing geniuses IKIGAI\n* (Snuggie, Oxiclean etc.) \n* POOPH success is proof of the channel partners business model - that when you pair BioLargo tech with Top notch marketing you can become the bestseller.\n* Channel Partner model allows to scale up without having to be able to do everything in house\n* POOPH is a constantly a TOP 40 bestseller of all the 4 million Pet Products on Amazon \n* BEST SELLER ON CHEWY\n* POOPH has had 5000 Commercial airings in the past 30 days - on partners cost. \n* POOPH - On track to be in 25K retail locations in 2023\n* Disruptive odor control CupriDyne Clean being adopted by the biggest waste management companies in the world\n\n​\n\n[Highest POOPH RANKING ON AMAZON #5 Bestseller of ALL pet supply products](https://preview.redd.it/vwciq3y2runa1.jpg?width=1242&format=pjpg&auto=webp&s=20e2c80faca6714de4b051a38cc4194f66c04153)\n\n​\n\n​\n\n**WATER / PFAS Collection**\n\n* Projects / partnership with the biggest privately held water company\n* The AEC generates 1/1000th of the PFAS laden waste of competing technologies.\n* first multimillion PFAS client on board with signed contract\n* AOS broad spectrum water treatment system is low-cost, high-impact, and is being delivered to large users for pilot projects that could lead to extraordinary revenues\n* THE AOS is the best known micropollutants killer known\n* EPA Announces $2 Billion in Funding to Address Emerging Contaminants like PFAS in Drinking Water\n* AEC can perform PFAS collection below detectable levels\n* AEC - does not filter - it is a targeted PFAS collecting tech.\n* highly skilled engineers even working on mini nuclear power projects \n* National network of partners ( Channel & or Manufacturers Representative) for PFAS and Water Tech Business is being finalized with \n* 9 signed Channel partner agreements covering most of USA and CAN.\n\nhttps://preview.redd.it/jabzl79imuna1.png?width=1414&format=png&auto=webp&s=c3a8c473f1ef013c8c5181fd7f15fc82055e6c5c\n\n​\n\n**Clyra Medical** \n\n* Clyra Medical has the FDA cleared new gold standard in wound wash/dressing - BioClynse\n* BioLargo Subsidiary Clyra Medical Technologies Adds Two Medical Industry Veterans to its Board of Directors\n* Clyra Medical just announced commercialization is starting with a salesforce of 150 folks by summer\n* W2E experts in various stages of development for massive projects\n* regulations are playing in BioLargo’s hands - already $2 Billion dedicated for PFAS cleanup\n\nhttps://preview.redd.it/hc4pm8mjquna1.png?width=2322&format=png&auto=webp&s=303be18bde15925d29ebd875ad2d2cdf87a5e855\n\nhttps://preview.redd.it/5dze4wuiquna1.png?width=2280&format=png&auto=webp&s=57f26f53dc7a1f2c521d23fd41ba78760c4f1d34\n\n​\n\n**Finances:**\n\n* with a Market Cap of $55 million, it is exceptionally undervalued\n* the CEO has done an amazing job at setting everything up for maximum future growth • low overhead\n* Dilution coming to a stop because of free cash flow\n* 2 out of 4 subsidiaries are already profitable\n* Our commercial success validates our business model and growth will continue in 2023 with our focus on a) PFAS b) Pooph c) major engineering projects.\n* record growth (135% YoY) \n* record revenue\n* all management often takes shares as payments and no shares were ever sold\n* Hypergrowth initiated\n* successful elimination of any meaningful Debt executed\n* net loss reduction brings BioLargo very close to positive cash flow\n* CFO solely gets paid in Options - currently with an execution price a lot above the current open market share price\n* big potential to reach NASDAQ up list requirements without an RS\n* First Analyst coverage with a conservative .29 price target (50% above todays’s levels)\n\nhttps://preview.redd.it/sjqg6sa3ouna1.png?width=2306&format=png&auto=webp&s=248142c905b895d0b203e9785e95e7d84a4a95b3\n\n​\n\n**Catalysts:**\n\n* Cash Flow Positive latest in Q2\n* POOPH breaking all sales records and becoming a household favorite \n* BioLargo will get $ 50-120 Million in the targeted POOPH Brand sale (within a couple of years) -\n* first PFAS project revenues showing up in balance sheets -\n* First Sales / revenues of Minimal Liquid Discharge system through Garratt Callahan partnership\n* reveal of more and bigger channel partners\n* 2 nd stages (multi-million $) of Engineering projects like W2E\n* BioClynse partnerships\n* BioClynse revenue Hypergrowth\n* potential new tech reveal\n* National attention for best PFAS remediation tech - BioLargo’s AEC\n\n​\n\nhttps://preview.redd.it/ct4tplfdmuna1.png?width=846&format=png&auto=webp&s=f86dee866152e5fc31d41dc2c2d021be94e7c107\n\n​\n\n**BioLargo Aqueous Electrostatic Concentrator (AEC)**\n\nThe gold standard in PFAS removal\n\nBioLargo Aqueous Electrostatic Concentrator (AEC) is designed to provide rapid, effective, and affordable concentration of per- and polyfluoroalkyl substances (PFAS) in water. It works by separating PFAS compounds in an electrostatic field and forcing them through a proprietary membrane system.\n\nThe result – the AEC removes >99% PFAS from water in a continuous flow, at energy costs as low as 30 cents per 1,000 gallons.\n\n​\n\nAdvantages over other technologies:\n\n\\* More energy-efficient\n\n\\* More affordable on per-gallon basis\n\n\\* Much less PFAS-laden waste produced\n\n\\* Less activated carbon required in PFAS life cycle\n\n\\* Higher purity of final water\n\n\\* Compact; small footprint\n\n​\n\nBioLargo invented and manufactures the Aqueous Electrostatic Concentrator (AEC), a water treatment device which has been proven to remove over 99% of PFAS chemicals from water. PFAS (sometimes called “forever chemicals”) are a class of man-made chemical contaminants that are bio-accumulative and associated with several serious health problems such as cancer, liver damage, decreased fertility, and thyroid disease, according to the Harvard School of Public Health. \n\nThe AEC, which was developed with funding support from the US EPA, represents a sustainable, low-operating cost, low-waste solution for PFAS treatment, as compared with competing solutions. \n\nThe ICS group believes that municipalities will look to lower cost alternatives such as the AEC to remedy PFAS contamination.\n\n​\n\nPFAS contamination affects drinking water supplies all around the world\n\nPer- and polyfluoroalkyl substances (PFAS) are an expansive group of man-made chemicals found in countless manufactured goods including electronics, non-stick cookware, food packaging, and more. Overwhelming evidence links them to health effects including cancer, developmental disorders, and thyroid dysfunction.\n\n​\n\nPFAS are now known to contaminate thousands of drinking water supplies in the U.S. and around the world. PFAS also contaminate lakes, rivers, and other surface water. They have been detected in the polar ice caps. \n\nBioLargo offers the best treatment solutions to remove these \"forever chemicals\" from water.\n\nThe water we use and drink every day plays a significant role in our collective livelihood.\n\nWhile we often consume public drinking water without much thought, the truth is that it may contain long-lasting artificial, bioaccumulative chemicals that can cause harm to our long-term health. These “forever chemicals” are known as per- and polyfluoroalkyl substances (PFAS).\n\nhttps://preview.redd.it/oo3zp0pymuna1.png?width=1058&format=png&auto=webp&s=7572bfa9fe51925798f649e42c82a8763ba88dd2\n\nUnfortunately, PFAS contaminants have been detected in over 60% of public wells in the US, affecting all 50 states. Exposure to these harmful chemicals has been associated with cancer, thyroid problems, reproductive problems, and a host of other health problems, according to Dennis P. Calvert, the CEO of BioLargo, Inc.\n\nBioLargo is a cleantech company that’s dedicated to creating innovative solutions for the toughest environmental problems through innovative platform technologies. One of the pressing issues they solve is PFAS contamination in water.\n\nPFAS is a hot topic right now. In fact, the US Environmental Protection Agency (EPA) recently announced new public drinking water health advisories for four PFAS compounds in an effort to reduce citizens’ exposure to PFAS and pressure municipalities to take steps to remove PFAS from their water.\n\nBased on the guidelines of the new advisories (one of which works out to what would be only a few drops of PFAS chemicals in a stadium full of water), it is clear that the EPA recognizes the crucial need for technologies that can remove PFAS from the country’s water.\n\nThat’s where BioLargo comes in.\n\nThis eco-conscious company has engineered an effective, sustainable technology that can help cities around the globe protect their citizens from PFAS while keeping environmental impact of treatment to a minimum.\n\nThe technology, called the BioLargo Aqueous Electrostatic Concentrator (AEC) removes more than 99% of PFAS from water while generating less than 1/1000 the solid waste that other PFAS treatment technologies create.\n\n**Thus, the AEC empowers municipalities to meet the updated EPA guidelines without creating a mountain of waste that needs disposal, and it features an ability to dial in the system to achieve the desired target removal rate, which was proven in trials that achieved results below a level that is detectible by current testing technologies.**\n\nWhile many new PFAS destruction approaches recently made headlines. They all would require some sort of concentration /filtering to make more sense. They actually could become really powerful when used in combination with the AEC.\n\nhttps://preview.redd.it/q3sobkk2nuna1.png?width=1062&format=png&auto=webp&s=46425206911a48fedf73977be4b55ab9697ddef9\n\nSUMMARY:A large municipality in California needed a treatment process to remove per- and polyfluoroalkyl substances from their water. BioLargo’s Aqueous Electrostatic Concentrator (AEC) was tested and found to remove all ten PFAS compounds from their water to below non-detect levels. Unlike carbon filtration or ion exchange, the AEC generates little PFAS-laden waste and is highly tolerant of varying water quality.\n\nTHE PROBLEM:The municipality’s drinking water wells were contaminated with ten different per- or polyfluoroalkyl substances (PFAS), water pollutants of rapidly escalating regulatory concern. Traditional decontamination technologies like carbon filtration and ion exchange are expensive, inefficient and not well suited to treating water of this quality, generating large amounts of PFAS-contaminated solid waste. In this case the municipality set a very high target to reduce the PFAS to non-detect levels, which is difficult to achieve and maintain with traditional treatment processes.\n\nhttps://preview.redd.it/0c7ukr74nuna1.png?width=1528&format=png&auto=webp&s=20d82e326534bf3b9eadf08e25a73aedc5d9df8c\n\n**RESULTS OF THE CASE STUDY:**\n\nOf the ten different PFAS compounds identified in the municipality’s water, the AEC reduced five of them to below the limits of quantification (“non-detect”) in a single pass, with the other five being reduced to non-detect after the third pass. No PFAS compounds tested required five passes to reduce to non-detect levels. \n\nElectrical usage of the unit remained steady in the first stage and droppedsignificantly in the additional stages when used in series, meaning increases to operating costs of the system resulting from additional passes are marginal. System cleaning was initiated after 300 hours to reduce the impact of scaling. Its efficacy, low operating costs, and feasible operating parameters prove the technology is commercially viable for use at this water district.\n\n​\n\n**That is the beauty of the concept - take the PFAS out in the cheapest, best way possible and then destruct them in the best way that will be available at each point in time.**\n\nCarbon filtration causes 1000 times more PFAS laden waste than the AEC. That the EPA now has classified as Hazardous substances.\n\nA HUGE step forward to bringing the AEC to the center of attention.\n\nA must read of detailed description of the BioLargo tech:\n\nBioLargo’s Breakthrough PFAS Removal Technology Offers Hope For Clean Water Across The U.S.\n\n​\n\n**BIOLARGO JUST LAUNCHED THEIR NEW WEBSITE:**\n\n[**WWW.BESTPFASTREATMENT.COM**](https://WWW.BESTPFASTREATMENT.COM)\n\n​\n\nAlso don't underestimate that BIOLARGO's Director of Strategic Marketing and Business Development TONYA CHANDLER is one of THE well-connected experts in the field who is invited to educate the water world.\n\n​\n\nTHEY ALSO LAUNCHED A TESTING PROGRAM\n\nhttps://preview.redd.it/u42x44hdnuna1.png?width=1056&format=png&auto=webp&s=1f877ff491c1f07df13050ab7254c517a1dd455b\n\nBioLargo already signed the first contract for a BIG PFAS remediation project.\n\nThe first 8 AEC channel partners are also on board that are preparing the national launch of the AEC technology, and regulatory is playing into our hands as well.\n\nIt seems like every water system could benefit from the AEC - that is why it was recently named:\n\n\"The Catalytic Converter of PFAS Remediation\"\n\nAll the while we will face record growth and record revenues for many Qs to come through other engineering projects and Pooph that is getting more and more sales and attention.\n\n​\n\nhttps://preview.redd.it/djxf8umoouna1.png?width=2834&format=png&auto=webp&s=0196c20654ea9429a307a3bf2a1337dc4845fc95\n\n**POOPH:**\n\nYou certainly will have already seen or are going to see the TV commercial for BioLargo's white label Pet Odor Elimination Product POOPH - that works magic and is just starting to take over the Amazon Best Seller lists and is becoming a Blockbuster Product.\n\nWhen you are going to see the commercial please remember reading this post when BioLargo was trading around .20s\n\nPooph is the Pet Odor eliminator that is based on BioLargo’s Cupridyne Clean Tech and brought to market by the marketing geniuses of Ikigai.\n\nPOOPH is breaking all records.\n\nThe commercial aired 5000 times in the past 30 days- and every American will learn about this amazing brand.\n\nGet yourself a spray - It is the cheapest way to do hands on DD - It works magic.\n\nWhen I tested Cupridyne clean a few years ago I knew that if the rest of the BioLargo Tech just almost works as amazing as their Odor elimination/clean air product - I will be Golden.\n\n​\n\n​\n\nThis is an insider Video that gives you fantastic insights into the POOPH product and helps you understand what a Massive opportunity this is.\n\nThe current run rate is already $36 million. \n\n​\n\n[Th emarketing genius behind POOPH - Zero cost for BioLargo.](https://preview.redd.it/tjui6w9lnuna1.png?width=1064&format=png&auto=webp&s=824394f7fa3f05b3dc9bcfae3ef3014de30df741)\n\n\\[Yes we have BioLargo's Cupridyne Clean indirectly featured on national TV - at no cost \\] The whole purpose of the POOPH brand is to grow it fast (to around $100 million in revenue) and to sell it to a giant like P&G They expect to be able to sell the brand at 3-7 times revenue.\n\nAt the target revenue of $100 million /year that 3-7 X is expected to bring in a $300-700 Million brand sale price. BioLargo will get 20% of that exit.\n\nHence we are talking about a fascinating $ 60-140 million cash infusion that will occur in the next couple of years years.\n\nBioLargo is already breaking all revenue records and that is to be expected to continue. Until the brand sale, we will get a 6% licensing fee and a manufacturer's margin.\n\n​\n\nhttps://preview.redd.it/7o3nawgknuna1.png?width=1212&format=png&auto=webp&s=97dd1130a88370fc160a84bf009de6df0ce48ff9\n\nNote:\n\nPOOPH is on the market for 15 months and is breaking all records and outperforming all projections. Their current run rate already is at $36 Million- So very likely they will hit their targeted 100 million earlier than in their 4-year goal. Pooph will bring a lot more clients, attention, cash, and new investors to BioLargo, and most importantly it proves the business model of CHANNEL PARTNERS.\n\n​\n\nIt is proven now that when you pair BioLargo Tech with the best Marketing folks or best big Engineering companies -\n\nthere will be massive successes!!\n\nIt is just a question of time (and Good News) until a big wave of new investors and money will come to join this Clean Water, Clean Air, Cleaner Earth (and wound care) investing opportunity.\n\n​\n\n**BioLargo Water’s AOS: Sustainable Water Disinfection and Micropollutant Removal**\n\nhttps://preview.redd.it/z9p5xvfapuna1.png?width=1056&format=png&auto=webp&s=adbea6f88eaff45e6fbee6967f82e234d344edbf\n\nBioLargo’s Advanced Oxidation System (AOS) offers high-performance water treatment for the\n\ndecontamination and disinfection of water and wastewater.\n\nPairing an iodine-based electrochemical advanced oxidative process with proprietary carbon-\n\nbased substrates, the AOS delivers the highest performance standards with industry-leading\n\nenergy efficiency. Highly effective against bacteria and viruses, the AOS is also well-suited for the decontamination of hard-to-treat organic contaminants such as pharmaceuticals and other micropollutants\n\nThe AOS can be configured to deliver optimized performance for most water or wastewater\n\ntreatment applications.\n\n​\n\nDr. Richard Smith, President of BioLargo Water, commented, \n\n>\"The AOS is a truly remarkable water treatment technology on the cutting edge of micropollutant treatment. \n> \n>While their regulatory status in the US and Canada is still in the early stages, micropollutants are garnering the attention of regulators in Europe due to their potential to cause environmental damage and affect human health. Many of the leading companies in the water industry have identified micropollutants as a driver for future growth. \n> \n>We intend for the AOS to be ahead of the curve as an effective, energy-efficient option for micropollutant treatment as this market develops globally.\"\n\n​\n\n>He continued, \"If all the AOS could do was remove pharmaceuticals from wastewater, it would have a bright commercial future as governments around the world adopt new regulations. But the AOS does much more than that - it is also a highly effective, affordable, and energy-efficient water disinfection device that rivals UV - making it deliver exceptional value to wastewater treatment operators seeking to future-proof their operations.\"\n\n​\n\n​\n\n**Financials:**\n\nWe already know that ONM generated $ 400k profit in Q3 and the net loss of all of BLGO was just $500k. \n\nWe also know that Q4 brought in almost 2Million in revenues and that will almost double in Q1 because of the amazing POOPH sales. So it seems logical that we will have a positive Cash flow Already in Q1.\n\n​\n\n**STOCK PRICE .20 ?!? (translates to a 60 Million Market cap- A JOKE.**\n\nYou will say BUT the stock price ain’t moving at all (and if you bought in already you might be very disappointed by the price action) \n\nThe share price is very low as BioLargo paid off almost $7.6 Million in debt in the last years and some of the projects were delayed - but it is all happening now = we are already deep into the BLGO paradigm shift but the market has not yet reacted.\n\n[Almost NO net loss left AND Q1 will be above $3.5 Million revenue - will be profitable this Q or next. ](https://preview.redd.it/8ruqs3t0puna1.png?width=1310&format=png&auto=webp&s=137d6f235f47a204ca0eb658acb8511d11e34705)\n\n​\n\nFor example, we touched .32 in September - 60% above today's levels. Let me explain why the next sunup should be a lot more sustainable as the financing deal - $10 Million With Lincoln Park Capital should have no big impact anymore as profitability is happening.:\n\nThe LPC financing deal is basically a guaranteed $10 million debit card - \n\nBLGO can get cash for giving/printing shares to LPC. \n\nThe number of shares they have to give for the money they take out is strongly connected to the market price. So obviously the higher the share price the better the terms - the less dilution. \n\nLPC seems to put the shares on the market almost right away. In the past BioLargo needed to fund operations and reduce its debt- as revenues were minimal) so it was a wise move to always use run ups in share price to get the most money for the shares they printed. (And even I was really disappointed to see that again and again over the past few years - as soon as we had great price movement - we dropped back within a short amount of time- and some traders took advantage of this pattern and amplified the effect. \n\nAs It was really predictable). \n\nNow It will be an entirely different situation. \n\nThe next time we will see a big move up (Sept we touched .32 ) we should have already gotten to positive cash flow (this Q or latest next). \n\nAny move up will be much more sustainable because the company does not need to do that anymore. I could not be more excited about that positive cash flow happening!! \n\nWe are exceptionally undervalued and when this will get more attention because of the paradigm shift in their finances (explosive growth, record revenues, positive cash flow) it is going to get really exciting here - as that above pattern that we are so used to here is over now.\n\n​\n\nA like-minded investor strongly believes In a bright future for $BLGO as well. I like his post “**WHY BLGO MAY NOT REMAIN UNDERVALUED AND UNDISCOVERED MUCH LONGER”** and also Pennyqueen’s **3 Products Behind The Rise of This Clean-Water Tech Co.**\n\n**She made Biolargo one of her top picks:**\n\n>**“Every once in a great while, I find a company that is grossly undervalued, aligned with my principles, and has commercial-ready technology. BioLargo has passed my test with flying colors, and I truly believe we are witnessing the birth of a giant”**\n\n​\n\nIt is also good to know that investors close to the company just invested about a couple of million dollars directly into the company.\n\nI honestly believe there is no better way to place the money than putting it into a purposeful company that will have a positive impact on the world, will „Make Life Better“, and also looks like a certain multi-bagger.\n\nPlease dive into $BLGO, join the various fast-growing platforms like Stocktwits, The BioLargo Subreddit, and the BioLargo Discord and let me know if you have any questions!\n\n​\n\nhttps://preview.redd.it/olwdqtqkvuna1.png?width=2462&format=png&auto=webp&s=c28f067160424c38fdb49e7f2861572b0016d956\n\nDo your own DD and invest accordingly!\n\nIt is still the perfect time to discover this as BioLargo will keep breaking revenue records for many Qs to come and they are destined to become a Global Clean Tech Powerhouse and those trade normally in the hundreds of millions - IF not Billions - but certainly NOT at $60 million ;)\n\n**Dennis Calvert CEO BioLargo:**\n\n>**\"The commercial side of our business is probably far greater than any single investor ever imagined.\"**\n\nThis won't stay this undervalued forever and we would not know a single reason why this will not be valued much higher in the near future.\n\nIt certainly will when all that we know of will become more visible to the general investor.\n\n**In our opinion BioLargo is the best investing opportunity out there - the perfect combination - of investing in the “clean” future while going for the big bucks.**\n\n**We highly recommend taking a deep look at the tech and the company!!**\n\n**It is just a question of time (and Good News) until a big wave of new investors and money will come to join this Clean Water, Clean Air, Cleaner Earth (and wound care) investing opportunity.**\n\n​\n\nI am sure you will love what you will find.\n\nHappy to answer any questions!\n\n​\n\n[General Corporate Introduction Video](https://reddit.com/link/11rpffs/video/6iec626xpuna1/player)\n\n**About the OP**:\n\nI am a purpose-driven filmmaker and investor that has made amazing returns on my Exact Sciences investment -my core position was up between 1600% and 2650 % when I sold most and placed it into BioLargo - where I expect even higher returns.\n\nDon't judge me that I made a lot of money with **POOP** in a box - Cologuard cancer screening and I am about to make much more with **POOPH Pet odor elimination.**\n\n**I swear it is by coincidence ;)**\n\nFor many years I was sharing all the info I could find about EXAS and paired it with my thoughts on the Yahoo message board.\n\nI promised myself that whenever I’ll feel 100% confident again that I found a \"guaranteed\" multi-bagger - I will bet the farm.\n\nI am very happy that I was able to accumulate almost 1% ownership of Biolargo over the past few years.\n\nI attended the last 6 BLGO shareholder meetings, do almost daily DD, had conversations with all the key management people, and did a few 1000 posts on various message boards. I am constantly reassessing my Biolargo investing strategy- so my DD is mainly for myself but might give interesting information to others as well. On the latest dip I invested $40 K more that actually was dedicated to renovations - but I am pretty sure that we will have a much higher renovation budget pretty soon ;) \n\nI am not a financial advisor, this post is made for educational purposes only. Literally. Don’t take my word for anything that is presented in this post, do your own research, and invest solely based on the thesis that you create for yourself. Don’t get influenced by anyone."

ERROR: type should be string, got "https://aikya.co.uk/investment-update-summer-2021/\n\nEmperor’s foie gras\n‘Most Chinese billionaires are like geese – they get fat on their political connections and close to party leaders, but at some point the Emperor decides he wants to eat foie gras’1\nIntroduction\nChina offers one of the most compelling investment opportunities of our time. The country is experiencing the fastest expansion of consumer spending power the world has ever seen, and by 2027, almost 1.2 billion Chinese will be in the middle class, making up a quarter of the world’s middle class.2 Chinese consumers have followed the path of their Western counterparts, with economic growth driving investments in home ownership, vehicle purchases, as well as stimulating demand for high quality discretionary products. At the same time though, Chinese consumers have set their own trends through rapid adoption of e-commerce and digital finance. Moreover, China is not just the ‘consumption epicentre’ of the world, it is also home to an excellent entrepreneurial culture with a vibrant stock market. There are close to 5,000 publicly listed firms in the country, which in terms of its breadth and depth is matched by only a few other nations such as the United States.\nHowever, the history of capitalism is relatively short in China. The government still runs large parts of the economy and retains considerable influence across a wide range of industries. As investors in Emerging Market countries, crony capitalism and state influence are not foreign to us, but what makes China unique is the way state or crony influence subtly blends into the private sector. Ownership is blurred between private sector and state influenced actors, and the real shareholders are hidden to such an extent that it is often difficult to determine what is genuinely private. This vagueness is compounded by a lack of free media, as well as the absence of an independent court system and respect for private property rights, which many Western investors usually take for granted.\nFat Geese businessmen\nWu Xiaohui started out as a low-level bureaucrat in Wenzhou, a city known for its entrepreneurialism. In 1996, he got a dealership license for SAIC, a large state-owned automobile company which manufactured Volkswagen and General Motors cars in China. During this time, he also cultivated a close relationship with Zhuo Ran, the granddaughter of China’s former paramount leader, Deng Xiaoping. He eventually married her and used the Deng family’s considerable political clout, to obtain licenses to sell auto-insurance and other financial services. He also forged a close relationship with Chen Xiaolu, who was a prominent princeling3, as the son of Marshal Chen Yi (one of the eight leading Generals in Mao’s revolutionary army).\nBy 2010, Wu’s flagship company Anbang Insurance was sufficiently large enough to bid for large prestigious property plots in major Chinese cities such as Beijing and Shanghai. In 2014, Anbang bought New York’s Waldorf Astoria hotel for USD 1.9 billion, which was the highest amount ever paid for a single property. In 2016, it tried to acquire Starwood Hotels (owner of Sheraton, Westin and W brands) for USD 14 billion. By 2017, Anbang emerged as one of the largest insurance companies in the country by asset size (USD 300 billion). Even with this size, its shareholder structure and the exact source of its funds was never entirely clear. Anbang’s takeover of Fidelity and Guaranty Life, an insurer operating in Iowa and New York was blocked by local regulators in 2016, as Anbang failed to provide information on its opaque shareholder structure.\nThe Chinese government decided to put the brakes on these big-ticket deals to acquire trophy Western assets in early 2017, and around the same time, Wu seemed to have lost political backing in Beijing. Soon, the Chinese insurance regulator stopped Anbang from selling new insurance products, and it seemed that Anbang had lost the support of large Chinese banks. The government eventually seized control of the company in early 2018 and Wu ended up with 18 years jail sentence for fraud and embezzlement.\nThere is a long list of such ‘fat geese’ billionaires, at the top of China’s corporate food chain; Chen Feng (HNA group, linked to Wang Qishan, Xi Jinping’s trusted aide), Wang Jianlin (Dalian Wanda group, linked to Xi Jinping’s sister), Xiao Jianhua (Tomorrow Holdings, close to Jiang Zemin, China’s supreme leader from 1989-2002), Guo Guangchang (Fosun International, close ties with Ling Jinhua, a former top aide of Hu Jintao, President of China from 2003-2013), and Jack Ma (Alibaba, closely linked to the Shanghai faction of the Party, chronicled in our Winter 2020 investor letter).\nWhile the prominent ‘fat geese’ billionaires are well documented by media, information on smaller corrupt and politically connected businessmen is not as readily available. Yet, the culture of cronyism, corruption and favouritism goes all the way down to small/mid-size companies. Many prominent private equity funds in the country are populated with princelings who help the investee companies win government favours through their connections. For example, a major medical diagnostics chain we evaluated for a potential investment had multiple minority investors in various labs they ran across the country; and most of these minority investors were relatives of locally influential party officials. This chain also had an equity investment from a powerful national conglomerate controlled by one of the ‘fat geese’ billionaire, which helped them with appropriate connections in Beijing.\n“What is wrong with backing these ‘fat geese’ businessmen?”, you might ask. Being connected to the right people in power, could even be the most important short-term competitive advantage in a place like China. The problem for a long-term investor is that if we buy shares in this medical diagnostic chain, how do we know whether their success is linked to the way they run their operations, or to their links with local party bosses? What if those local party bosses lose power? If we do not even know what makes them successful, how can then we be sure about the resilience of the business, or how can we value the company for the long-term?\nMore importantly, expropriation is a risk always present in those Emerging Markets that have fragile institutions and low respect for property rights. If a business is built on cronyism and political connections, it is much easier for governments (and political opponents) to bend circumstances to their objectives and go after these businesses. That said, investing alongside corrupt businessmen is not the only way to invite the Emperor’s wrath; the other way is to back companies which lack social purpose.\nProfit at all costs\nThe market for private tuition in China grew at 11% CAGR between 2015-2020, with leading players such as New Oriental (EDU) and TAL Education (TAL) experiencing 25-30% top line growth during this period. These companies appeared to have fantastic business models, earning high gross profit margins (55-60%) and high returns on equity (30%+), with their shares very highly rated (PEs of 60x). For someone analysing these companies with the lens of a traditional investment analyst, these were great compounding-type businesses to be held for the long-term.\nBut were these companies serving a social purpose? Were they solving a problem for the community around them or creating a problem themselves? The fantastic profit margins they reported were perhaps the other side of the significant costs they imposed on the parents and students, which went unaccounted for in traditional financial models.\nIn China, millions of students compete every year for just a few thousand seats in prestigious top colleges. This success is based on a single entrance exam, meaning parents and students are naturally very anxious to do their best preparing for this exam. After-school private tuition companies, through aggressive marketing, succeeded in turning this anxiety into a nationwide ‘Fear of Missing Out’, where parents felt compelled to enrol their children to their programs, even though they could barely afford the fees. As per some estimates, Chinese urban households spend close to 25% of their income on private education services4; and almost 75% of children in urban China are enrolled into private tutoring of some kind. There is very little evidence that these courses raised the education level for children, as they are often run by mediocre tutors and focused on making students cram for exams. These companies not only raised the cost of parenting for everyone in urban China, without any material benefit; they also imposed more pressure on an entire generation of Chinese children.\nIn this context, it should not come as a surprise that the Chinese government decided to act against the entire sector. Companies that pursue profit at the expense of the local community risk losing their social licence to operate. When they do, the results are disastrous for the business and shareholder returns. Especially in an autocratic state such as China, the rulers are extra sensitive to any potential criticism from powerful interest groups such as the urban middle class. Serving a social purpose and creating goodwill in the local community becomes critical to the long-term survival of the business.\nAikya’s Investment Approach\nChina usually evokes extreme behaviour from investors. One set of investors, who are overly focused on near term financial metrics, tend to ignore some of the risks highlighted above and are happy to buy Chinese companies regardless of who owns them or whether they serve a social purpose. Another set of investors usually get put off by governance risks, a general lack of Western-style institutions, and the lack of easy access to trustworthy information; they simply stay away from investing in the country.\nWe believe that a more nuanced approach is needed. The team at Aikya has spent the last 20 years researching China and have collectively analysed close to 1,000 Chinese companies. We are highly sensitive to some of the risks highlighted above and therefore very selective in the companies we choose to back. We have rejected almost 97 companies out of every 100 companies that we have analysed in China. But we equally appreciate the entrepreneurialism and breadth of the market and hence have been able to select 26 Chinese companies to our investable Quality List. These 26 companies are run by some of the best stewards of capital in the world and are well positioned to benefit from the unprecedented consumption growth China is currently undergoing.\nSo, what type of companies do we like?\nWe like companies with strong principal owners. These are the people with ‘soul-in-the-game’ who are emotionally invested in their companies. A permanent owner-mindset enables these entrepreneurs to make decisions which are likely to strengthen the business in the long-run, without falling for either short termism or not caring about returns on capital at all, which is so common with companies with state-owned or ownerless corporations.\nWe avoid ‘fat geese’ businessmen. Our starting point is to understand the original source of wealth of the entrepreneur or business family that we are investigating alongside. How did they get their initial success? Is it a clean story, or did they need the help of government or politicians at any point? We always explore the inner mechanisms of a business model to try to understand if there is any government influence either through positive regulations or favourable operating licenses. We then assess if these regulations are transparent and fair, or if they favour a certain set of players?\nWe usually avoid companies where the government or government-owned entities are the primary customers and look at how much of the goods and services produced by a business are directly sold to the government, or at least sold through a government tender. Because of these reasons, we have hardly any companies on our Quality List which operate in Financials, Real Estate, Utilities, Telecom, Materials and Energy sectors in China, as these sectors see high levels of government involvement.\nIn a country, where media is not free and information is not easy to obtain, uncovering political linkages and the real shareholder structures of small relatively less known Chinese companies is not easy. It requires patient due diligence, a contextual understanding of how things work in China, and a strong set of trusted relationships on the ground.\nAll the companies on Aikya’s Quality List display high levels of social stewardship, which essentially means they pay fair taxes, do not cut corners in the way they treat employees, and generally behave well towards the community they operate within. Such exemplary behaviour gives little opportunity for politicians to start interfering with a business.\nOur purpose is to generate healthy long-term returns with strong downside protection. Years of experience investing in Emerging Markets have taught us that ensuring ‘return of capital’ is almost as important as pursuing ‘return on capital’. As a result, our investment approach has evolved to mitigate the risks which could result in our investee companies ending up as Emperor’s foie gras."