Member Info for baf3

Looks like Guident are potentially expanding the route at Mizner Park which will lead to more income and is also a model site for others to see and replicate.

It won't need many more contract to see Guident into profit. The scale for the company is huge and legislation removing the person on board will bring significantly more opportunity

Https://www.youtube.com/watch?v=JjcjR1ZuhDA

Increase in passenger take up is good news. If this rolls out across the US it is truly huge in my opinion

Https://eu.palmbeachpost.com/story/news/local/boca/2026/06/03/boca-raton-self-driving-shuttle-mizner-park/90311932007/

At 30p this would still yield over 9% and 8% at 35p. Looks cheap in my opinion given their dividend record.

Anyone reading the accounts and accepting the valuations will see massive upside. I understand some will want to promote a discount to NAV but when you look at the portfolio it is equally appropriate to argue a premium given some large near term milestones. In my opinion

Revenue for 26 is forecast at 7m 3x 25 revenue

2027 forecast at 15m over 7 time 25 revenue

I am very relaxed too

What are you lot on about Microsalt are doing very well

Microsalt

2024 turnover $750k

2025 turnover $2.1m

2026 turnover $7.0m projected

2027 turnover $15.0m projected

In my opinion

12 January 2026

MicroSalt Plc

("MicroSalt" or the "Company")

Trading Update

MicroSalt (AIM: SALT), a leading manufacturer of full-flavour natural salt with approximately 50% less sodium, is pleased to provide the following trading update and continuing advancement of its B2B bulk business for the financial year ended 31 December 2025 ("FY25").

The Group is delighted to announce that unaudited sales for FY25 exceeded the Board's original revenue expectations of $2.0 million, increasing by 287% year-on-year to $2.14 million (2024: $745k).

The Company continues to project 2026 sales to total $7.0 million based on in-hand volume estimations and its current customer base, rising to more than $15.0 million in 2027.

As outlined in the Company's Trading Update on 14 November 2025, MicroSalt has witnessed increased North America volume projections throughout 2025 from Customer 3, one of the world's largest food, soft drink and snack manufacturers. The increased volume projections included a new product that is due to commence in Q2 2026. The Company's first bulk order for this product has been delivered for a specific end retailer of Customer 3; in addition, further similar orders have been received on a broadly monthly basis since, in line with management expectations.

Rick Guiney, CEO of MicroSalt, commented:

"We are immensely proud to have exceeded Board expectations in 2025, delivering revenue growth of 287% compared to 2024. This performance is a clear testament to the strength of our offering, the versatility of MicroSalt's applications, and the successful execution of our strategy to build a sustainable and profitable organisation. Importantly, it reinforces our commitment to delivering healthier food alternatives globally while driving revenue growth and long-term value for our shareholders. Our final 2025 healthy servings totalled 830,735,462, providing clear evidence that MicroSalt is successfully delivering on its mission of enabling healthier foods by helping to reduce excess sodium consumption.

"We look forward to continuing our close collaboration with existing partners as we deepen relationships and expand our global reach. At the same time, we remain focused on establishing new partnerships that will support our next phase of growth. As we look ahead, we are confident in our ability to build on this momentum and continue strengthening the business for the benefit of both our customers and shareholders."

Desparate post Badterman.

The groovy gang has the fantasy of Guident not floating on the Nasdaq.

In my opinion

Its only a week ago that the rabble were spouting ipo wasn't going to happen. All untrue we are about to find out about Guident.

In my opinion

More garbage number of shares in issue multiplied by 2 price did not halve

I expect Guident to hit the market at $4. Of course you do Aspers

"The original attempt at IPO" what on earth are you on about it hasn't floated due to the SEC.

Please show everyone where it says the IPO was underfunded. You are either making this up or you have information that isn't in the public domain. You need to tread careful with this kind of posting.

In my opinion

Yes over 10% yield very boring lol

Halved the price and doubled the shares?

Guident is floating on Nasdaq which give it access to capital and this will have a huge impact on the companies profile. They have incredible potential it isn't about a $50m market cap on listing, more about where they can take this in the future. Many multiple of this figure are possible

In my opinion

Plenty were pumping that IPO wasn't going to happen so tactics will have to switch to some other form of negativity now. This will likely to be untrue as well.

Folk can Hokey Cokey in and out its a traders world rather than investors, they just have to be very careful to not miss out as it can move quick

Https://ukinvestormagazine.co.uk/tekcapital-portfolio-company-guident-sec-filing-signals-ipo-progress/

Guident hasnt ipo due to the SEC nothing more nothong less. In my opinion

The desperate's are out in force once again. Guident is still the same company as it was 4 months ago although further along its journey. In my opinion