Microsalt Share Discussion Threads

[bountyhunter] 07/2/2024 17:20

Thanks Mr Oz!

[mr.oz] 07/2/2024 17:15

mr.oz5 Feb '24 - 18:58 - 31 of 44 Edit


PRESENTATION

[bountyhunter] 07/2/2024 16:52

The video in the header has no talking just music. Which video are you talking about? I did ask earlier if that is the video you meant?

[mr.oz] 07/2/2024 16:46

Been some great research on SALT from The Oakbloke


Here he explains (prior to the IPO), who he thinks the customers A,B,C,etc are




And here, post IPO, about the technology and manufacturing

[weaverbeever] 07/2/2024 16:37

Listen to the bit where he talks about slurry.

[bountyhunter] 07/2/2024 14:21

If you mean that short video in the header Wb I've watched that and don't see the answer to my question. My understanding is that the extra saltiness is due to the smaller particle size so less salt is required, so how does that work if the particles have dissolved before they hit the tongue? Are they sprinkled on the ready meals rather than dissolved within? It's a serious question as I am considering investing here but haven't made up my mind yet.

[abrahe00] 07/2/2024 10:11

Thanks kiplig. Much appreciated.

[weaverbeever] 06/2/2024 15:20

Nope. Watch through video. Explains how used in ready meals etc....

[bountyhunter] 06/2/2024 15:08

Presumably it only works when sprinkled on food as once dissolved the surface area advantage over regular salt would be lost?

[kiplig] 06/2/2024 09:35

The competitors are selling a salt substitute - but they have an aftertaste. This does g have an aftertaste because it is actually salt, so tastes like salt! The key IP protects how they grind it up so fine, a bit like talcum powder. This it dissolves faster on the tongue giving a more rapid salt hit, hence allowing less to be used. It's quite ingenious. The key is how scalable it is - only time will tell, but they appear to be doing everything right so far. Look at the validation from globally recognised customers (who cannot afford supply chain issues). Also look at the board!

[abrahe00] 06/2/2024 08:44

The key for me is the high barrier to entry. Does anyone know of any competitors?

[weaverbeever] 06/2/2024 08:18

Salt potential market cap? 1 year. 2 year?

[babbler] 06/2/2024 07:57

I fancy a burger king this morning...or might go for McDonald's not sure....

[mr.oz] 06/2/2024 07:05

MicroSalt PLC Strategy Objectives includes UK plan.

MicroSalt is in early-stage discussions with three of the largest UK supermarkets to use MicroSalt technology in their own-label products, as well as suppliers of ready-meals and a fast food burger company

[kiplig] 05/2/2024 22:24

I can't find fault in this story. Sure, it's early stage in terms of commercialisation, but they already have the validation from some of the most reputable firms in the world. Once they can prove they can provide the product at scale, the world is the oyster. It tastes like salt because it is salt! Can't argue with that. And in a world that needs less salt, I see predict the squeeze of all squeezes here. Look at lithium a years or two ago, or uranium today. When the world decides something is hot, stocks can go crazy. One step at a time, but every step builds credibility and validation. Why can't this be a 10 bagger or more?

[mr.oz] 05/2/2024 18:58

PRESENTATION

[davethechef] 05/2/2024 18:18

Much appreciated for your insight PDT; very encouraging. As the CEO has said, "infinite" potential.
The scramble for the reasonably limited shares available will be quite something to behold!
Towards the end of the day, even trying to purchase a small amount of shares, was straight to Negotiated Order

[mr.oz] 05/2/2024 17:33

Very clearly targeting and being successful in, the general salt market as opposed to specifically the low-salt market

And it's easy for the manufacturers to change.

[pdt] 05/2/2024 17:12

Very good InvestorMeet presentation today.

Some new information that I had not heard before. They hope to be supplying one of the world's largest bakery companies. Possibly news in the Summer. 500kg of Microsalt per hour per line. And hope to do a deal to supply one of the largest meat and poultry suppliers in the US. They supply US schools which are keen to reduce sodium.

Looks like there will be good newsflow on B2B customers over the next 12 months.

Seems they are in the right place at the right time with their product.

Microsalt does cost more that regular salt adding 1p or 2p to the cost of a bag of crisps but the health benefits seem to be outweighing the cost increase. I assume costs/margins will improve further once they get to the size of manufacturing themselves rather than using 3rd parties.

Good to hear that is was low capital intensive so most of the fundraise can go to servicing working capital needs of expected large future orders.

They hope to take a significant proportion of the $5 billion low sodium salt market. And also replace some of the regular salt market which is a multiple times bigger.

They felt patent protection of 6 years should be sufficient to establish first mover advantage into major manufactuers.

All seemed very positive. Looking for negatives I guess they are going to need to raise more funds at some point if do grow very rapidly. However, a nice problem to have.

[mr.oz] 05/2/2024 16:56

The Board is a different class

[oilinvestoral] 05/2/2024 16:34

It was £18m market cap at listing. It's now closer to £30 market cap! Surprised TEK hasn't been pulled with it !

[888icb] 05/2/2024 16:19

SALT going like a rocket into the close now Up 24.t5% and 70p currently being paid

[kiplig] 05/2/2024 08:47

This looks phenomenal to me. £18m market cap including £3m cash, and what looks to be an extremely tight share register, with a fantastic product that is not pre-revenue like most. It's actually generating revenue from some of the top brands in the world - so the validation box is ticked. All we need now is some news flow and contracts and PR so that the investment community knows about the company. I stumbled upon it quite by accident, but it looks to me like a completely asymmetric bet - one of the best risk/rewards I've seen in the market.

[davethechef] 05/2/2024 08:07

Took a few on opening. Looks very interesting, unique & should have an exciting future, re what I've read so far.
GLA

[mr.oz] 04/2/2024 22:01

But potassium tastes bad

Nobody in this industry wants their product to taste bad, hence there's been no interest ...until now.