Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Thanks for sharing that Feeks!
TradingLad we were discussing whether Microsalt is as goodnas its cracked up to be (or should that be cracked down!? ;-) ). This is from North Carolina State University (Sensory Service Centre):-
A university-controlled study found that MicroSalt® “…achieved 55% reduction of sodium content while achieving taste parity with the flake salt control,” and that “no statistically significant differences were found in perceived saltiness…among 20 judges on three occasions.”
The test was done with an original market leading potato chip brand (control), and unsalted chips which were then salted with MicroSalt®.
The MicroSalt® salted chips were shown to have 55% less sodium than the control, with no perceivable difference in flavor.
Strange to actually finish in the blue for once!
* "....so some of the salt is ingested but not tasted"
Fair comment in general but this one is a simple proposition so not hard to make the leap of faith.
I've done quite a bit of research on the microsalt proposition as it interests me the most. You refer to adhesion but it is not just that factor at work. The smaller size of the granule also means that more salt is actually tasted. .... What happens with the larger granules is that they are swallowed before they can be wholly tasted salt is ingested but not tasted.
Imo micorsalt is a fantastic product and will be a commercial winner in short timeframe.
Make no mistake, I'm heavily invested here but you have to play devil's advocate to avoid confirmation bias. It's one thing saying it will taste exactly the same with less salt (which I assume is actually down to the adhesive nature) but it's always worth thinking about how the taste could be altered once cooked... but if it is as every bit as good as they say then in the words of Wayne Campbell "Game on"
TradingLad - there is no change of taste as it is just salt with a different size granule. You can achieve 50% salt reduction for same taste. In this space the companies with problems are those who have devleoped artificial salt replacement products where change of taste are an issue, as well as regulatory approval of new chemical formulations.
Pepsico were definitely interested in this market in the past and my interpretation is that they missed their chance to develop their early headstart and IP. I am not quite sure why they lapsed but it is easy to see how the market has moved strongly in favour of salt reduction from a regulatory perspectice and a commercial perspective (buyer's preferences). With those factors in play now if you ask me Pepsico and similar brands will be all over this now.
I suppose the only issue with Salarius is how it tastes, big companies like walkers etc. will want to know that their current recipe doesn't have to be massively altered to accommodate it's introduction...
Anything is possible - salarius takeover for a significant sum for us shareholders or a big income generator. Win-win either way.
What would you think about Pepsico buying salarius? they have walkers/lays/dorritos and more. just a thought
Imo Salarius, then Bellascura, then Guident in that order.
Bellascura news - I do think the FDA clearance will happen in June but actual sales and AIM float will take a bit longer.
In time Guident could interest a big tech company but I suspect this won't be immediate. Proof of concept comes first. It would obviously be a big winner if it does come gosod.
Salarius is in pole position because sales are happening now and the take up by major brands will be fast. It is a simple solution to a big worldwide problem and since success is linked to existing popular worldwide brand sales the crucial part of it - route to market - which is normally the toughest part of all - is practically guaranteed.
I am ignoring LucyD too - for me it is just a niche product, and the market will take time to develop fully.
I hope so... getting abit bored of it being so flat week after week
Certainly starting to look good.
Nice 100k buy, I told you theres but orders getting filled
If there is an RNS lodged we'll see it reflectected in the SP. That's why we got the spike last week I reckon but the RNS that dropped was pony ! - Everyone second guessing
I think theres some large buy orders in place, they are still charging premium to buy small amount of 10k shares
Belluscura, Guident and Salarius look like rocket ships about to take off... I cannot say the same for Lucyd no matter how I look at that company I see it as nothing more than a gimmick (please feel free to point out what I'm missing) although as long as it's not loss-making, I'll have a hard time letting that lose me any sleep.
At first the biggest potential income generator would be Belluscura then I changed my prediction to Salarius because of microsalt then now I am not sure - it could be Guident as we move towards automated delivery. It's a nice problem to have, all of them are winners IMHO.