Biolargo (OTC: BLGO)

BioLargo, Inc. (OTCQX: BLGO) is a science and engineering driven innovation platform focused on commercializing advanced technologies across clean water, medical infection control, industrial odor control, mineral recovery, and long duration energy storage. The company’s strategy centers on using a shared core competency in electrochemistry, chemical engineering, intellectual property development, and applied commercialization to create multiple subsidiary level value paths from a single parent platform. BioLargo’s portfolio includes Clyra Medical, which is commercializing FDA cleared antimicrobial wound care products through distribution partners; BEST, which is deploying PFAS remediation technology through its Aqueous Electrostatic Concentrator system; CupriDyne, which provides industrial odor and VOC control solutions; BLEST, its profitable engineering services business and IP commercialization arm; and Cellinity, its pre commercial liquid sodium battery platform for grid scale and critical infrastructure energy storage. BioLargo’s near term investment thesis is built around a perceived disconnect between the company’s approximate $50 million parent market capitalization and the implied value of its subsidiaries, particularly Clyra Medical, where BioLargo holds approximately 48% equity plus a 6% royalty on gross sales, with Clyra having raised outside capital at an implied $100 million subsidiary valuation. The company is also advancing several potential catalysts, including a major distributor launch for Clyra, first commercial wins and partner driven scale up for BEST’s PFAS platform, a $1.2 million BLEST minerals recovery design contract that could lead to pilot and full production phases, new CupriDyne commercial partnerships and litigation recovery potential, and project level financing or equity sponsorship for Cellinity. Through its capital efficient platform model, recurring revenue opportunities, subsidiary level validation, and exposure to large markets including wound care, PFAS remediation, industrial odor control, mineral recovery, and energy storage, BioLargo offers investors exposure to multiple commercialization paths within a single operating innovation engine.

BioLargo, Inc. (OTCQX: BLGO)

A science driven innovation platform focused on developing and commercializing advanced technologies across clean water, medical infection control, industrial odor control, mineral recovery, and long duration energy storage. The company’s strategy is centered on leveraging a unified core competency in electrochemistry, chemical engineering, and intellectual property development to create multiple high value commercial pathways through a portfolio of subsidiaries rather than relying on a single product or market.

Market Focus

BioLargo operates across several large and rapidly evolving global markets including PFAS water treatment, wound care and infection control, industrial environmental solutions, mineral recovery, and grid scale energy storage. These markets are being driven by structural tailwinds such as tightening environmental regulations, increasing antimicrobial resistance, growing demand for sustainable resource recovery, and the expansion of energy infrastructure tied to AI and electrification. The company is positioned to benefit from regulatory mandates, infrastructure spending, and industry shifts toward more efficient and scalable technology solutions.

Platform and Strategy

BioLargo’s operating model is built on three core pillars.

• Develop differentiated technologies rooted in electrochemical and materials science innovation.

• Deploy a centralized innovation engine that supports multiple subsidiaries with shared scientific, engineering, and IP resources.

• Commercialize through a mix of partnerships, licensing, direct sales, and subsidiary level capitalization to maximize flexibility and capital efficiency.

Asset Base and Development

• Clyra Medical focused on FDA cleared antimicrobial wound care solutions with growing distribution partnerships.

• BEST platform deploying Aqueous Electrostatic Concentrator technology for PFAS removal and destruction with initial commercial installations and regulatory alignment.

• CupriDyne providing industrial odor and VOC control solutions with a recurring revenue chemical sales model.

• BLEST engineering services acting as the commercial front door for IP development and monetization while generating revenue and supporting R&D.

• Cellinity developing a liquid sodium battery platform for long duration energy storage targeting grid infrastructure and critical applications.

Operational Advancement

• Transition from research and development to commercialization across multiple subsidiaries.

• Initial commercial deployments including PFAS treatment installations and expanding distributor relationships in wound care.

• Profitable engineering services business supporting internal innovation and external client projects.

• Ongoing repositioning and partnership development within industrial product lines.

Exploration and Growth Pipeline

• Expansion of PFAS remediation deployments driven by regulatory compliance requirements and settlement funding.

• Scaling of wound care distribution with the potential to establish a new standard of care in antimicrobial treatment.

• Advancement of mineral recovery projects converting legacy waste into high value materials with long term participation economics.

• Continued development of Cellinity with potential project level financing and strategic partnerships to unlock large scale energy storage applications.

• Optionality from new commercial partnerships and potential litigation recovery within CupriDyne.

Partnerships and Strategic Positioning

BioLargo collaborates with strategic partners, distributors, regulatory bodies, and commercial clients to accelerate adoption and scalability. The company’s model emphasizes subsidiary level partnerships that can bring capital, manufacturing capabilities, and market access, particularly in PFAS remediation and medical distribution. Its positioning across multiple industries allows it to capture value from both direct commercialization and partner driven scale.

Leadership and Capital Strategy

The company operates with a capital efficient structure, having deployed approximately $50 million to build its multi platform portfolio while also attracting outside capital at the subsidiary level. Its strategy includes leveraging third party funding, joint ventures, and project level financing to scale technologies without excessive parent level dilution, while maintaining equity stakes and royalty streams that provide long term upside.

Near Term Catalysts

• Major distributor scale up for Clyra Medical wound care products.

• Conversion of PFAS remediation pipeline into commercial contract wins and expanded installations.

• Advancement of BLEST mineral recovery project from design phase to pilot and full production.

• New commercial partnerships and potential litigation outcomes for CupriDyne.

• Securing equity sponsorship or strategic partnerships for Cellinity energy storage platform.

Conclusion

BioLargo is executing a differentiated multi platform strategy built around a centralized innovation engine that enables the development and commercialization of advanced technologies across several high value markets. With exposure to regulatory driven demand, recurring revenue opportunities, and multiple subsidiary level catalysts, the company offers investors participation in a capital efficient model designed to unlock value across environmental, medical, industrial, and energy sectors while addressing critical global challenges.

Jimmy Lederer

Vice President

Trinity Financing Investments Corporation

Phone: 347-514-0000

Email: jimmy@trinityfinancinginvestments.com

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