BioLargo shares are selling at less than $.50 and are a strong buy considering that their AOS Filter Technology uses Biotechnology to solve one of the world’s biggest problems of water shortages.
BioLargo (BLGO) and Lockheed have proven and game changing technologies to desalinate seawater cheaply and create abundant water for everyone. BioLargo’s AOS Filter is close to commercialization while Lockheed’s Graphene Filter is about 3 to 5 years away. To read report, copy and paste and google: Desalination Industry Screams for Cost Cutting Innovation: Lockheed And BioLargo Hold Key Technologies. Seeking Alpha
BioLargo's AOS Filter is going to have a big impact on the entire $350 billion water industry.
BioLargo 12-month Price Target is $3.00
BioLargo 24 month Price Target is $8.00
BioLargo 36 month Price Target is $20.00
Sentiment: Strong Buy
And it very well might (continue going up). I am just giving my opinion on maybe why it has halted for the time being. I think we both agree that this is a great company we just maybe disagree on what type of expectations are embedded in its current valuation, which is what makes markets. I owned this for years with a cost basis of approximately $5-$7 (different lots) and sold a while ago. I just think it has gotten ahead of itself in a semi-frothy market but I guess time will tell. Good luck! :)
I appreciate your analysis, and I see some valid points within. However, I disagree, respectfully on one point. I agree with your statement about the models having built out 5 to 10 years. The difference with DXCM, which from what I've see is something of an exception, is that it continues to outperform rather than building up, becoming stilted and then missing horribly on its numbers. To the contrary, they've done exceptionally well and brought it to profitability without sacrificing other areas of their business model. Therefore, I believe it will continue to go up from here.
You ever hear the saying buy on the rumor, sell on the news? This is not exactly that, but close. This stock has doubled approximately in less than a year. It is up 10-12X from its lows during the financial crises. Those are huge returns! That is the problem with bubbly markets, everyone begins to expect the extraordinary returns that are not warranted. Why do you think the stock doubled in the last year? Because all sorts of good news was built into the financial models of Wall Street analysts. They have models built out 5 and 10 years. So all these things that you think they should get credit for are already being accounted for. And when the company does not have a massive beat but instead makes cautionary comments about the first half of the year and competition this is exactly what is going to happen. People are going to SELL.
DXCM beat 4th quarter estimates by 5 cents.
Revenue up quarter to quarter 3/13 $47 mill, 6/14 $58.8 mill, 9/14 $ 69 mill, 12/14 $84.3 mill.
I shake my head investors but then again when Apple announced the I-Phone Apple was $23.00
If you would have told me 2 years ago that the result of the first positive earnings release from this company would be met with a 5+ point sell off I would have said you're crazy. Especially given the only less than positive comment during the cc was that the first quarter is routinely slower due to customers purchasing more at the end of the year. To those who are taking profits, congratulations. Ready for the next ride up.
Sometimes, investors cash in when a company reaches a milestone. Dexcom just became profitable and that might have been what some had been targeting. I hope you are correct about DXCM not remaining independent in 2015.
I was also thinking that the positive earnings was kept hush hush, even from the street, according to the conference call. Might be the MMs got caught off guard and are walking the price down to get in.
The recent run up in price probably discounted the good report. Classic buy on rumor, sell on news. As analysts start raising their numbers to reflect the positive earnings and if the market hangs together, the stock should keep working. I really doubt this will remain an independent company by the end of 2015.
Sentiment: Strong Buy
I'm pretty surprised tbh. I honestly didn't think there'd be a giant move considering Kevin had telegraphed things at the JPM conference but down 1.30 as I type this? Crazy.
Sentiment: Strong Buy
Agreed. Typical aftermarket gamesmanship'. Strong results and a bright future make for continued strong price performance.