Member Info for katstrangler

Since april, it looks to me like ii's have pushed the price up, with very few new retail buyers and they've move the price up15% but the next forward guidance hasn't materialised, nor new contracts.

if you're still in it, great but not sure a forced rise isn't an obstacle to new money coming in.

It diminishes the health vitrues of reduced salt as fat jabs reduce the salt intake generally, through not eating as much. look it up... reduced salt doesn't mean much if everyone is reducing their food intake anyway...

not a microsalt killer but it contributes to the slide and lack of further contracts. and, if they can't make micrsalt sinificantly cheaper than ordinary salt then companies wont bother... same arguments for sugar intake and the fact that alternatives just aren't as cheap as aspartame, even though it's potentially cancerous.

watch the spread widen as mm's make their money one way or t'other. 10%?

Half expect it's to deliberately drop the price so BoD can also subscribe at trashed price. but that assumes that the company has an actual future!

Oh, dear, Tibbs. no, i'm not. i'm just explaining the lack of buys after the rush last week. fully expecting to be able to buy at 48 but even that might be too high if there's nothing else coming out of the company pr wise, to keep the sp propped up.

(but that's the kind of attitude that i refer to... without new buyers you don' get your riase in sp. and, even when you do, what happens the day after? market's training holders to sell post news.

It's the same argument for investors generally... don't put all your eggs in the one basket. here, it's the mexican branch of a tier1 producer and there isn't another good contract out there.

there's a placing coming, to cover the difference in 20206 outlook. sub 40? and what will that do for the company, beyond keeping it going?

Not always the 33p holders. don't imagine for one moment that a good few of those bragging 10p average holders aren't also selling. why wouldn't you, if you have 500% profit just sitting there!

said it before, will say it again... at this level, all the risk is on new buyers so they need news that increases the odds that they won't end up in the red immediately... the opinion of those who bought at well over 50p even last week and certainly from last october in the 70s are always discounted as being troublemakers but if you can't acknowledge that risk is greater for new holders then you'll always be surprised at drops.

Fat jabs have undercut the health benefits of reduced salt and all the rumours about whether it's pepsico or not hasn't seen 'microsalt' added to any list of packet ingredients.

the truth is the forward guidance hasn't changed in months and the prediction for 2027 can only come true if there's proof of a growing production in 2o26.

it was amazing that the sp bounced off low 40s for so long on anticipation of Pepsico link and now it's back down there, nearly. if there' nothing to prove up the future then i can see another placing hovering on 40p. but all that will do is be a breathing space for a convincing new contract.

Nm

Nm

And they might get it as confusing set up...

gla.

Don't be surprised to see it below 3p...

No company ever has a good day when they post that they're looking for a fundraise to survive! and they still haven't said how it continues and starts making a profit!

You can't 'reaffirm 2027 projections' or, rather, you can... but i don't see any repeat orders and certainly no evidence of growth beyond the same 'forward guidance'. it needs proof of growing revenue and profit otherwise the only real revenue will be more placings.

Fewer shareholder obligations, continued salaries and benefit from eventual selling off of ip /the company.

only ones screwed are shareholders... unless you want to ally yourselves to their mast and risk being a hostage to their workings. the only upside seems to be, just as the end comes, there's a flurry of buying from those remaining wanting a bigger stake in the prive company. but it's risky as there are no guarantees.

That's all true but their premiums will go through the roof and the company's reputation HAS taken a hit. PLU, calif law states civil lawsuits cannot be covered by insurance, similarly for OSHA and EPA fines.

plus there will be an immediate payment of anything from $1-10million in self insured retentions.

there'll be an impact beyond the short term volatility. suggests it'll be tradable but... in what kind of range, am clueless.

Rns spike to 480.... and guess it'll be back at 465 in the next hour...

That said, still say it's now just irrational panic as this just hasn't altered the company's trajectory. and these stories take years to unfold. can't honestly say what kind of brake this has on the sp beyond this month but these things are soon forgotten until the headlines resurface in the future. makes it tradable, i guess...

Well, hit 469... so now have to consider whether US headlines push the sp further down... out now and will stay out until 460 hit... if it doesn't then relief for holders, if it does then i become another nervous holder!

Sorry, but haven't seen a contract announced with an actual number since forever. if it wasn't for the 52p placing... and the jv hasn't had an update since. 'next year' talk is what TEK specialises in but none of the companies they launch do well until TEK have sold their stake...

and GLP1 has put serious hole in the health advantages of SALT. if it wasn't for a bit of manipulation to keep it in the upper 50s this year it would have plummeted.

What on earth happened to #SALT? absolutely silent on the Tier1 deals... suspect another placing as can't see how else it keeps going and noone's printing 'Microsalt' on their list of ingredients...