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SALT Microsalt Plc

84.00
0.00 (0.00%)
Share Name Share Symbol Market Type Share ISIN Share Description
Microsalt Plc LSE:SALT London Ordinary Share GB00BQB6FF85 ORD GBP0.001625
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 84.00 83.00 85.00 84.00 84.00 84.00 47,989 08:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Business Services, Nec 574k -3.48M -0.0738 -11.38 39.6M
Microsalt Plc is listed in the Business Services sector of the London Stock Exchange with ticker SALT. The last closing price for Microsalt was 84p. Over the last year, Microsalt shares have traded in a share price range of 31.50p to 102.50p.

Microsalt currently has 47,147,401 shares in issue. The market capitalisation of Microsalt is £39.60 million. Microsalt has a price to earnings ratio (PE ratio) of -11.38.

Microsalt Share Discussion Threads

Showing 701 to 723 of 725 messages
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older
DateSubjectAuthorDiscuss
16/6/2025
14:57:04
Looks like a good day. I hope it's at and above these levels the day they RNS a game changing order or take over offer...
trying2trade
14/6/2025
18:01:09
Nice bit of publicity in the Grocer I had not spotted .https://www.thegrocer.co.uk/news/microsalt-hails-transformational-year-as-fmcg-giant-signs-up/705232.article
segaris
10/6/2025
09:21:26
Great webinar. I'm really happy. Addressed all the right questions with solid answers; strength of IP, supply chain considerations (yes, they have plenty of capacity and this has been vetted by the global snack food company) margin growth (35-40% gross margin target), lack of competitors (competitors are using other products to mimic the taste of salt, so they have a different taste profile), success in attracting customers etc.This is unlike anything I see in the market right now. Newsflow will be random, so people may get bored in the gaps, but my takeaway is that this business is poised!!!I was also extremely impressed with that spider diagram showing that the taste profile almost identically matched that of the leading US salt brand, Morton
kiplig
04/6/2025
09:12:49
Not much resistance in the 80's I expect the 90' and a push to the £1.00 plus
sirmark
03/6/2025
20:58:12
How that guy is even still posting is insane !!! False call after false call.... In 25+years on ADVFN I can't remember him getting one right loAnyway cracking move today undoubtedly over due.... But a great entry point for those looking in so much on the calendar to get investors excited those looking at the previous years financials and using that as a beromiter will beMaking the wrong call and missing what's actually happening writhing the business... Setting up these trials costs a fortune and has to be cleaned and sorted for food hygiene etc but anyway the trials have been done and it's now production and scale up phase
sirmark
03/6/2025
11:36:37
They last raised money at 70p, so we're only back at those levels as it drifted lower on tiny volume. The stock is incredibly tight / which is both a positive and a negative.
kiplig
03/6/2025
11:33:15
Investor Chronicle

Investors Chronicle comments following yesterday’s results. I’ve had a quick read through them - loss is as expected - startup, IPO costs, establishment of supply chains, R&D and Intellectual Property costs. What is far more important is progress in securing key deals.

To my mind they have 3 main products:

1. Traditional Microsalt - the ingredient being retrofired into existing product lines (initially snack foods, but it is relevant to most manufactured products in teh supermarket shelves) to deliver lower sodium levels for the same taste. The commentary appears very positive on this one with repeat orders across existing product lines in Mexico, Canada and USA for one of the largest snack food companies (still unnamed) in the world. Should they be able to secure a high profile order with this company, it will demonstrate size, scale and importantly, validation. They appear to be very excited about growth here both across product lines, regions and also volumes. Keen to hear more at AGM late June.

2. Micosalt Premium - a confusing name because it is no more premium that traditional MicroSalt; rather has a larger granule size akin to table salt, They are initially targeting teh French Fry market and appear to be making great traction, but have yet to sign a contract. There in discussions with some major companies, and apparently the product has passed all tests in terms of performance compared to tradition French fry salt. A huge opportunity here if they can convert into contracts.

3. Table salt shakers - similar to (2) above, but for domestic retail use. Traditional low salt shakers sold in supermarkets use Potassium Chloride as a substitute. Thes products do lower sodium (a good thing), but instead introduce Potassium which ha sits own issued - a metallic taste, and negative health side effects for those suffering from certain pre-existing health conditions. So it seems like a no-braoner - keen to hear more eon this one at the AGM.

Net, net, I’m delighted with the progress being made which should will translate into orders, revenues and market expansion.

This small-cap is gaining real traction

Simon Thompson: Bulk orders and entry into a new market could be a game-changer

This small-cap is gaining real traction

Published on June 2, 2025

by Simon Thompson

• Full-year revenue up 30 per cent to $0.8mn

• Operating loss widened from $3.3mn to $5.8mn

• Post-year-end oversubscribed equity raise

• Bulk orders growing strongly

Aim-traded MicroSalt (SALT:65.5p) is potentially a major disrupter in the food market. The company is commercialising a patented technology that produces full-flavour low-sodium salt to reduce excess sodium consumption. Its micron-sized particles deliver the same sense of saltiness to a wide range of foods, but use around 50 per cent less sodium.

Operational since 2018, MicroSalt’s solution meets the rising demand for healthier alternativ

sirmark
03/6/2025
11:32:16
Just added

11:30:46 75.40 9,736 7,341 O
11:30:16 75.40 7,949 5,994 O

Showing as sells

sirmark
03/6/2025
11:27:35
well done all those that took the plunge, but with such small sales forecast for this year and next, not sure I want to chase this one. Missed the boat me thinks. GLA!
qs99
03/6/2025
10:28:53
LLOL, It is true that many new products fail when launching a new product into an established market with dominant incumbent market shares. But these new 'disrupters' can also have great success, in this new world we live in.Who would have thought that anyone could encroach on Nike and Adidas's dominant, almost monopoly like grip on the sportswear markets. Now look at OnRinning - a pesky upstart from Switzerland. Roger Federw took a free 5% stake in exchange for wearing their (relatively unknown gear) and now he sold out making more from that equity position than from his entire tennis career, as it is now a multi billion dollar company. Ditto Tesla. The list goes on. The proof will be in pudding. Can Microsalt find a Federer to give it validation. They're hinting at it with talks of "one of the largest snack food companies in the world" and globally recognised fast food chains etc. let's see - I'm a believer - measuring margin from a startup position is not how we should be measuring - the question is whether they can get quality contracts as economies of scale will drive efficiencies and margin expansion. That's my thesis anyway.I'll tune in attentively to the Investor Meet webinar next week and ask the questions
kiplig
03/6/2025
10:28:27
IC yesterday:-

This small-cap is gaining real traction
Simon Thompson: Bulk orders and entry into a new market could be a game-changer
This small-cap is gaining real traction
Published on June 2, 2025
by Simon Thompson


• Full-year revenue up 30 per cent to $0.8mn

• Operating loss widened from $3.3mn to $5.8mn

• Post-year-end oversubscribed equity raise

• Bulk orders growing strongly

Aim-traded MicroSalt (SALT:65.5p) is potentially a major disrupter in the food market. The company is commercialising a patented technology that produces full-flavour low-sodium salt to reduce excess sodium consumption. Its micron-sized particles deliver the same sense of saltiness to a wide range of foods, but use around 50 per cent less sodium.

Operational since 2018, MicroSalt’s solution meets the rising demand for healthier alternatives to traditional salt. The company has a US patent and 14 patent applications pending in other jurisdictions globally, creating high barriers to entry within the reduced-sodium salt market.

Maiden results revealed a widening annual loss, but that reflects major expenditure that can be considered one-off:

• $1.3mn (£1mn) cost of an Aim initial public offering (IPO), which raised £3.1mn, at 43p.

• Research and development costs associated with the launch of a new patented premium product designed for the food service industry.

• Preparation for the launch of its first two major food manufacturing customers within its business-to-business segment.

MicroSalt’s premium product line launched in January 2025 and is targeting the quick-service and fast-service restaurant (QSR/FSR) market, with a focus on French fries. The solution has been “very well received” and is already in final consideration for rollout with a top international brand in the third quarter of this year. This demonstrates the expanding footprint of MicroSalt’s functionality beyond just topical applications and into new markets such as cheese, peanut butter, chicken breading and coatings.

The premium solution not only provides entry into the food service segment, including restaurants, hotels, hospitals, healthcare and single-serve packaging, but provides a foothold into the entire lower-sodium efforts associated with the fast-food channel. In the US, more than 4.5bn pounds of French fries are consumed each year, including 2bn orders from just the fast-food industry. MicroSalt’s product has the potential to gain real traction in a captive market.

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Bulk orders increasing
Moreover, the company reported record bulk sales of 98mn tonnes in the first quarter of 2025, the third consecutive quarter of sales growth, representing 142 per cent of total bulk revenue in 2024. This includes shipments to existing markets (Canada, the US and Mexico) and new markets (the UK and Belgium). The directors report a “robust pipeline of bulk orders” to support current-year revenue guidance of $2.5mn without factoring in any orders from the QSR and FSR segments.

Importantly, as the sales mix becomes more reliant on bulk sales at the expense of lower-margin consumer sales, which accounted for almost all of 2024 revenue, it will materially improve gross margin and profitability.

MicroSalt is attracting a wider investor following, too, as the company raised £2.3mn at 70p a share in an oversubscribed fundraising after the period end. The new funds are being used to build inventory to support growth in orders from leading snack manufacturers, for sales and marketing efforts relating to the newly launched QSR product, and for general working capital purposes.

True, shares in the £34mn market capitalisation company are volatile due to the majority shareholding of Aim investment company Tekcapital (TEK:9p), which reduces the free float. Also, expect further equity raises to support sales growth in due course. However, as sales gain traction and operating losses narrow, I can see the company attracting predatory interest at a substantial premium to the current share price.

So, having viewed the investment case favourably at the 43p IPO price (‘MicroSalt IPO highlights the value in Tekcapital’, IC, 1 February 2024), I rate the shares a buy.

paleje
03/6/2025
10:04:17
jaknife - I doubt you're TW .... but whatever.

In terms of the margin issue, I guess it depends how they calculated cost of sales. There may have been some one-off costs incurred in B2C products which were expensed rather than capitalised.

Either way, it's clear they're now focusing on bulk sales and that these are higher margin. Presumably a decent positive GM% at that.

I still think Salt will struggle to become hugely profitable though. Not so much because of the margins achievable. More based on Tate & Lyle's failed attempt to commercialise a similar product (Soda-Lo) years ago, despite their comparatively huge expertise & resources:

www.tateandlyle.com/sites/default/files/2017-08/SODA-LO%C2%AE%20Salt%20Microspheres-Sell%20Sheet%20EMEA-112216_A4_EN-GB%20(1).pdf

lord loads of lolly
Chat Pages: 29  28  27  26  25  24  23  22  21  20  19  18  Older

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