Member Info for cm22

New BELL numbers due in 8 days. Much anticipated.

It is good to see Microsalt so busy even in the final week before Christmas. Should be more similar news before now and the IPO.

Hi Giancotti, if i thought you were a deramper then i would have filtered you. So, i don't think you are.

Hi Giancotti, I think your view on the IPOs is perhaps too jaundiced. I would say the BELL IPO added quite a bit to the SP. LUCY has struggled a lot, although i think this is more general market sentiment than the IPO (Still waiting to make my mind up about LUCY).

Hi TopCatz, I don't see how the Microsalt IPO will happen in time to be included in the report for the year 2022?

Hi Agricore,
This is where traditional valuation models aren't that useful. There is enormous potential , but also so much uncertainty. Market sentiment has been poor and so the focus is more on the uncertainty.
I really looking forward to the roadshow so we can get a better feel for the company projections. And of course a big contract would change the picture completely.

Hi TC and Seaman,

I agree. I think those heeding the comments of the derampers and selling out here at 16p will seriously regret it.

I think we all know salt consumption is too high...

Hi TC, Are you thinking of Simon Thompson?

Hi TC, Unless it comes tomorrow, i think that will be it for the year. Stuff doesn't tend to get done in the final week...

Could be a perfect storm. If the numbers meet guidance and on the back of increasing disinflation and the end of zero covid in China. Hoping for a Santa Claus rally.

Am i right in thinking the Belluscura 2022 yearly report is due for release on 31st December?

I think a lot of it has to do with the steep fall in LUCY. Must have taken a few million off the market cap.

Also, perhaps some may have expected the big bulk orders to already have come in for Microsalt.

On the bright side, LUCY probably has more cash now than equity so there isn't much room to fall further. Can potentially go up a lot if they post good numbers, but difficult to find much info on what might happen there.

On Microsalt they haven't brought in the fortune 500 companies just yet but have nonetheless made good progress this year and with such a low valuation it doesn't take much to exceed expectations. The Microsalt IPO should provide a lot of potential upside as you say.

A falling interest rate environment will put both in a better light.

They are there on Amazon but not available:

https://www.amazon.com/SaltMe-Non-GMO-Original-Barbecue-Cheddar/dp/B08MBBR15W?ref_=ast_sto_dp&th=1&psc=1

Same with Kroger:

https://www.kroger.com/p/salt-me-original-potato-chip/0085000821600

It may be that there is a reason why you can't pick them up in store, and you can other similar products but i am not sure what it is. In any case i thought his answer was fine, in that he would have known if there was a serious issue there.

It did sound like new microsalt contracts in the UK were in the works. He had to bite his lip on that one.

I think Guidant is in a good place. I expect more contracts to come in for the RMCC in the coming months.

Hi Maximus,

I don't think that it is because of our region. Other similar items on the website are available for the instore pick up. Also, i use a US VPN and it shows the same thing.

https://www.kroger.com/p/salt-me-original-potato-chip/0085000821600

Perhaps someone should ask Cliff in the Q&A when they will be back in stock? Couldn't find on amazon either. My guess is their current production has all been sold out...

BELL up 15% now on the day. Has anything happened over there that i have missed?

Good point on the marketing effect of having a successful product out there Seaman.

I would too. But those salt bottles last for ages! All good for the bottom line anyway.