Microsalt Share Discussion Threads

[bountyhunter] 08/2/2024 12:42

Yes Yorek you get it re "when it dissolves" having been included in a food product which was the question I was asking earlier. Surely it's dissolved when used as a cooking ingredient? There must be something I'm missing re ready meals, maybe it's sprinkled on the surface?

Dave, no need to subscribe for that as you can just capitalise the leading H of https to post a link...

[yorek] 08/2/2024 09:41

I don't get the hype. It's 60% sodium chloride with the remainder being maltodextrin, so no wonder it's got 40% less sodium. I get the application as a topical seasoning, on crisps etc., but I don't see a use as a cooking ingredient, where it dissolves...but am happy to be proved wrong.Ultimately the price is what stuns me, until they upscale. It's available on Amazon at £7.95 for 170g. That's over £46 per kilo. Compared to table salt, on Tesco at £1.27 per kilo.

[weaverbeever] 08/2/2024 09:39

Seems to be liquidised. Then sprayed in a chamber and air dried. Apparently a very common production technique in food production. Hence why they can contract out manufacturing. Thus virtually no capital investment needed. And can be made all around the world. But SALT hold the magic IP for salt.

[mr.oz] 08/2/2024 09:25

It's not ground. It's shrunken

[kiplig] 08/2/2024 08:43

Bounty, let me explain my understanding. Firstly, the product is real salt, just ground finer with a small small amount of maltodextrin (safe, neutral taste etc) added to prevent clumping. Other low salt products have all kinds of nasties added, and have an aftertaste and sometimes negative health benefits. We all know this.The salt is ground extra fine, like talcum powder, meaning that it dissolves faster in the tongue giving the same saltiness for a lower dosage. That's it. No different to regular salt it can be dusted on top, used in a coating, or simply included in the actual recipe itself. It works on all 3 applications. It has application in almost all food products - including sweet ones surprisingly - so the opportunity is quite enormous.

[the cronk] 08/2/2024 08:36

Interesting new IPO.

The obvious health benefits should keep investors interested here as they develop, on the watchlist for now.

[davethechef] 08/2/2024 08:29

Ironically, weaverbeever, I only recently cancelled subscription to the oat bloke as got bombarded with daily emails shortly after subscribing. But agreed, interesting articles; looking positive.
And still so under the radar, as so tightly held moves fast on few trades

[weaverbeever] 08/2/2024 08:20

Below. The oak bloke substack information is very good. The grocer peace is pretty much same as RNS. Thanks for sharing the info. I recommend reading the oakbloke articles as they are very good. You can still read it above or below the pop up. Good analysis and very boolish

[davethechef] 07/2/2024 22:09

Will need to subscribe, unless anyone can copy, & paste please

[davethechef] 07/2/2024 21:45

hxxps://www.thegrocer.co.uk/technology-and-supply-chain/micron-sized-salt-tech-company-microsalt-lists/687993.article

Grocery article, today. Thorough & positive review

[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?