Member Info for cm22

I don't care about Elon.

Someone should come in and buy out the company and give Cliff the boot. It has some attractive assets at discounted value. Cliff only owns 9% of the shares so shouldn't be that difficult. Could hold the assets with far reduced overheads, access to financing on reasonable terms, and other possible synergies.

I will hold as i think there are some catalysts coming in 2025 potentially and it is undervalued. However, i no longer see TEK as a long term hold. I find Cliff too grubby and want to avoid dealing with him.

Even without any news you would expect the discount to narrow as we get closer to the end of the Microsalt lockup period in 5 months. A couple of decent sized orders today.

Best not to read too much into day to day moves in such illiquid stocks though.

I hope you are right Lokiloo.

For what its worth i don't think it will make that much difference to Microsalt's progress.

Is the fall today because Trump will impede efforts to address excess sodium consumption?

MSU is a Guident customer apparently...

https://www.youtube.com/watch?v=twfNhfrxr2U

Ok, so for those interested the relevant part pertaining to pricing is the couple of minutes starting from about minute 27.

I calculated it as something north of that £15 million number but whatever it is, it is considerably higher than the £5 million that i had previously had penciled in.

The beautiful thing about Microsalt is the sky is the limit. Once it breaks through with one or two big brands i think it will break through with a lot more. It has no real competitors and is protected by patent. No real R&D or excessive production costs either. Can set up production facilities anywhere.

Caspion, can you please provide a link to this video please?

Well, proofing time but yes.

TheTrotsky, i take the contrary view. Though the initial orders will be lower margin, the margin will be higher than the commoditised suppliers given the enhanced market power.

There are other benefits to the product as well including improved adhesion qualities and reduced baking time for bread.

Don't forget that you only need to use half the salt to get the same taste.

Not all about weak governance Couerdelion. A similar discount applies to most of these investment funds in the UK, to various degrees, and appeared after inflation/interest rates started to rise.

The lower they can execute the buybacks the better for shareholders.

1 risk event out the way. The big 1 still to come next Tuesday...

They obviously can't release the revenue because they need to keep negotiated pricing agreements confidential.

The lower SP they can buyback then the more accretive it is.

You might think that with all the attention on preventative healthcare in the UK currently, this would be fertile ground for microsalt and the push for reduced sodium.

I don't see much difference in what Cliff said in the podcast and what Microsalt said in the last trading update. Both expect signing of big new clients in q4 or shortly afterwards as well as expansion onto more lines and in bulk with existing clients.

Cliff is just the hype machine.