Recently heard about Clear Blue Technologies International ($CBLU.V $CBUTF) and wanted to share my DD for any other newcomers to the stock!
Clear Blue ($CBLU.V $CBUTF) is the Smart Off-Grid company focusing on meeting the global need for reliable, low-cost, off-grid power for lighting, telecom, security, Internet of Things devices, and other critical systems.
$CBLU's Smart Off-Grid system includes our solar or solar-hybrid controller, a built-in communications network, and Illumience, their cloud application. With thousands of systems internationally across 37 countries including the US and Canada, $CBLU has major partnerships with companies such as Parallel Wireless, NURAN and Facebook Research.
Investment highlights:
- 139% year-over-year revenue growth in Q3 2021
- Building $450M sales funnel
- Multiple multi-year telecom rollouts underway
- Early Q1 2022 large order could double Q3 bookings of $2.9M (you'll want to get in before this hits for good gains)
- FTM revenue expected to be over $9M
- Near term gross margin 30% to 35%, long term is 33% to 38%
- Adjusted EBITDA set to break-even at annual revenue of $15-20M
$CBLU is clearly profitable as a business with strong, high-margin and recurring revenue. Plus, they're situated in a large and growing market as a leader for wireless power. (Global market for telecom tower power systems was US$4.47 billion in 2021 & is expected to grow at a 3.25% CAGR to US$5.25 billion in 2026)
Trading at $0.28 with a $18.75M MC, $CBLU is giving solid indications for a strong start to 2022 IMO.
https://www.clearbluetechnologies.com/investors
Fact Sheet: https://cdn.locomotive.works/sites/6128fce261c40200a6dbaa4c/assets/61ae3b9ecb7d31007ca34a2a/Investors_Fact_Sheet_Nov_25__2021.pdf
Investor Presentation: https://cdn.locomotive.works/sites/6128fce261c40200a6dbaa4c/assets/61ae3b9ecb7d31007ca34a29/Clear_Blue_2021_Investor_Presentation_Q4.pdf