Member Info for cm22

Is there an alternative to TMT?

AConceptIsABRick, Why wouldn't you want to hold BELL after 2024?

Don't really get it to be honest. If they are messing BELL around others should be knocking down the door to partner with BELL given their market leading technology and pipeline.

Https://theoakbloke.substack.com/p/introducing-guident-part-of-tek-capital

Interesting piece shedding light on what is to me at least largely a Guident black box. While i think some of the projections are somewhat optimistic the potential is nonetheless enormous.

Https://ukinvestormagazine.co.uk/tekcapital-signals-microsalt-ipo-could-be-imminent-with-debt-funding/

Tekcapital valued MicroSalt at around £20m last year, and the floatation may make Tekcapital shares look tremendously good value, with their MicroSalt stake likely to be worth more than their entire current market cap on listing. Tekcapital has three other portfolio companies.

I think that is true Dogface49. It is my experience also that the holes are too large. Quite a few reviews have mentioned this and i think they will work on it.

It does seem to me though that when measured in grams it is actually not that much out coming out. It looks more visible because of the powdery texture.

Looks like conditions for IPO really improving...

https://www.proactiveinvestors.co.uk/companies/news/1038221/does-news-of-two-floats-mean-a-london-ipo-recovery-is-on-the-way-1038221.html

Should get a much better price than if they tried last October.

Mid Feb would be my guess now.

The main takeaway i think is that the IPO is finally happening. Would expect within 60 days at the latest.

I don't think this is important. There is quite a large market for salt from the cheapest products that you stated to around £8 where Microsalt is. Obviously some will be price sensitive but like in all products, orange juice, eggs, olive oil etc there are many who will go for the premium choice. The other thing is it is only around a £4 difference and it lasts for >6 months. Hardly much of a cost when your health is at risk.

Hi Badsterman, your link doesn't work.

Https://theoakbloke.substack.com/p/microsalt-what-happens-next

I have to say that this site is doing a terrible job reporting the actual share price of the stock. The bid ask spread is never accurate and the closing price seems to change the next day. It said it closed at 7.50 yesterday, and yet today it is saying that at 7.50 it is down 6.72%.

I will let others comment on the relative price to TMTA, but BELL is around 70-80% below what a typical valuation model would give, so seems natural that it will go up over time.

Well indeed TopCatz. More than anything i just don't understand why they are wasting their lives on this message board talking nonsense about a company they obviously have no interest in.

To set the record straight from those aiming to undermine the company:

"MicroSalt received an initial 60,000 lb commercial volume purchase order with one of the world's largest beverage/snack food companies and is expecting continued, recurring orders going forward."

Pwa2477, obviously Pepsi have told them not to make the deal public. That is pretty common with a lot of contracts.

Hi LordMakealot, i think most people don't think about valuation and are greatly affected by past moves. I think 6p is a great price to buy and if it falls to 4p then all the better. You can buy even more.

Better not to buy all at once. Average in gradually over time and always have a proportion ready to take advantage of opportunities.

Pretty pleased with this update. Things seem pretty much on track for 2024. Good that the unit price of the new product is $3000. Didn't realise it was so high.

The main news i am waiting for before the end of the year is the BELL end of year update. Expecting around 29th December.