Microsalt Share Discussion Threads

[purchaseatthetop] 25/3/2024 18:39

purchaseatthetop28 Feb '24 - 17:33 - 72 of 94 Edit
0 0 1
TEK which owns 85% of SALT is now valued after today’s crash at less than the theoretical value of their SALT holding. That gives you 99% confidence that SALT is going to fall.

[davethechef] 25/3/2024 18:06

Must admit to having sold some sometime ago on highscbut have rebought some end of day.
Rather think some sells are end-of-tax-year selling.
Keeping the faith, thank you Mr.oz for links

[abrahe00] 25/3/2024 15:08

I reckon some of the sell off could be PIs taking a profit and writing off against losses just before the tax year end.

[mr.oz] 25/3/2024 09:15

There's 81% in sticky hands
The rest of the limited free float will likely be PIs and traders who have seen this double in short time.
The next two quarters are going to be pivotal but even that period of time is too long for some

[tsaxburke1] 25/3/2024 07:45

Lots of talk on here about the dips which is interesting, is there any real views on why the latest dip has occurred given the good news re patents earlier in the month

[oliversanvil] 22/3/2024 08:27

Salt cellar!

[mcpaulas] 22/3/2024 08:24

This will do what every new ipo does climb through the roof and end up in the cellar before climbing back up slowly. I am waiting for the cellar.

[purchaseatthetop] 09/3/2024 10:00

It’s just not exciting. The message being put out now is just a repeat of the same message since 2016

10/23:
“Food technology has come a long way in the past half-century, but when it comes to sodium reduction there’s been a serious lack of innovation – until now. Learn how MicroSalt®️ is revolutionizing the world of low-salt snacking.”



3/20:

“Salarius has just signed an agreement with iLevel Brands Inc as part of its North American launch of its new innovative SaltMe!® snack line. iLevel Brands is one of the leading manufacturer sales partners in the natural/organic/specialty food space.
This agreement represents an important milestone for our new SaltMe!® snack line, and believe it will brand awareness and accelerate retail brand placements across the entire East Coast, Midwest and Southwest geographic areas of the United States.
“We are very excited about our alliance with iLevel Brands which will enable us to present our new innovative brand SaltMe!® full flavor- low sodium snacks to numerous distributors and retailers in an accelerated time frame.” says Victor Hugo Manzanilla, CEO of Salarius.”



This has been trying to be pushed since 2016 with no success but good luck.

[kiplig] 08/3/2024 09:39

What people are missing here, in their speculation over patent age, status and other technicalities, is that Customer A has approx 9000 stores. And the SALT product is ALREADY in 800 of those stores accriss multiple product lines. What does this mean?1. customer A is clearly a giant (to have 9000 stores), so the SALT product has clearly passed validation. Customers that large have stringent quality control don't take gambles.2. Why is the product in only 800 of the 9000 stores? Clearly this can only be because it is a staged approach. If this is phase 1, what happens at stage 2 - how many stores will this rollout to?

[ellipses] 06/3/2024 13:12

Confirmation of Granted Patent

[btgman] 06/3/2024 07:27

Patent to 2039 is a hugely significant even for Microsalt.

AIMHO
GLA
BTG

[mr.oz] 06/3/2024 07:20

RNS will extend patent life, for production, to 2039

[purchaseatthetop] 05/3/2024 13:57

Mr.oz. Don’t get too excited. They have been saying the same thing for years….

[mr.oz] 04/3/2024 21:21

Next 3-4mnth period going to be pivotal imv

In this time, Customer A likely going to be known. Their Microsalted own brand nut snacks in over 800 stores, will be extended to all 9000 stores, aswell as bilateral roll-out of salt shakers.
Linked Customers B/C expansion on the first 29t order to be cemented by both ramping up their development paths with further/first POs
Customer D's is expected to raise first PO by mid year for inclusion in their Tortilla snack
Customer E also coming on stream around Summer for their Frozen foods items

What'll hopefully be very evident by then, will be the truly exponential range of use to which Microsalt can be deployed

[trustedinvestor] 04/3/2024 13:35

Clueless - you need to do some homework. Filtered

[halfpenny] 04/3/2024 10:30

Too Risky at these levels expect further falls down to earth.

Some say 40p or even less.

Alternative solutions are already available. !!

[pdt] 02/3/2024 14:59

I rewatched the LSE presentation. I had missed the bit where they talked about one of the world's largest QSR chains testing microsalt in their buns and were very excited about the results. They could make them quicker due to microsalt's reaction with yeast as well as the benefit of Sodium reduction.

McDonald's for example is one of the largest chains selling 18 billion buns per year. And if one chain adopts it and claims they are the healthiest it will likely force the others to adopt. That's some 50 billion buns a year for the top 3. Normally they have about 0.6g salt per bun so I assume that Microsalt would be selling 0.3g of salt per bun.

Although I assume the wider bread market itself is a bigger market the marketing spend is likely to bigger by a fast food chain.

Interesting times. Hopefully some announcements over the next 3 or 4 months.

[mr.oz] 01/3/2024 13:27

Another good introduction to MicroSalt from Rick.

[master rsi] 28/2/2024 23:31

93.50p +3.50p (3.89%)
The bounce is on for Microsalt

[mr.oz] 28/2/2024 17:42

Or.. (people think) ...Guident and TEK need money.

[purchaseatthetop] 28/2/2024 17:33

TEK which owns 85% of SALT is now valued after today’s crash at less than the theoretical value of their SALT holding. That gives you 99% confidence that SALT is going to fall.

[davethechef] 28/2/2024 15:25

Interesting Master RS1, thank you for explanation. Hopefully 90p is the floor & set for recovery.
Get a feeling more positive news isn't too far down the line..