Let’s open a thread for Clear Blue Technologies International (CBLU, CBLU.V), as it seems there are several investors in the company on the forum. I currently have a relatively small position in it.
Clear Blue is a Canadian company that has developed an intelligent “off-the-grid” solar power system. Off-the-grid means bringing energy/electricity to locations that are not connected to the power grid.
Clear Blue has two main business areas:
Providing solutions primarily to developing countries, especially to Telecom operators (Building and electrifying base stations in locations where there is no power grid).
Electrifying various roads with solar energy in developed countries, in places where it would be particularly difficult or expensive to run power lines. The latest deal in Pennsylvania serves as an example (link later).
In the company’s own words, the business summarized:
Clear Blue is experiencing very good growth, but the company’s operations are still loss-making. However, several recent orders will significantly increase revenue, which will be seen in the Q4 2020 and Q1 2021 results. Here’s a link to the Q3 results presentation:
This Twitter thread also serves as a good introduction to the company. Please note that this was done a few weeks ago, so the market cap, in particular, has moved up from that point:
https://twitter.com/babyrageee/status/1331970481059196928
Clear Blue completed a financing round a while ago. What makes this interesting is that the CEO said in the Q3 earnings call that there was no need for additional funding and that they could operate on cash flow, but he did not directly rule out seeking financing for a large upcoming order, for example. No new announcements have been made since then, but one can expect such. The shift towards a SAAS-based billing model (EaaS) is also significant, as it will ensure steady revenue streams in the future.
Other materials and links:
Latest deal:
CEO’s Q3 earnings call, which also includes an introduction to the company at the beginning:
Has anyone calculated the key figures for the next two or three years yet?
This is indeed a case where one has to have strong faith that the revenue will start to grow. Big deals have been secured recently, so I have good faith. The market is big, market cap is still small, but the operation is equally small and risky 
Oh well, I’m in, I’ll keep my eyes and ears open. This already seemed too good to be true.
I guess if they’re building those telecom masts all over the place!
Everyone can draw their own conclusions, but I read it as 200-300%. The CEO must have surely read and approved this job description, as it seeks an essential subordinate for them.
