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What does Judith Batchelar know.
I'll go with a unknown clown droning on, on a BB thanks. Don't come on here posting comments made by someone highly respected within the business for decades.
What an earth are you thinking of !
Yes agreed Sea. He should have taken the successful SALT float to drive the SP Northwards with a decent Guident update. So much going on with them that it's hard to believe that there's not something that can be put out there to at least highlight how much it could be worth.
Still. I am of the opinion of CM that the SPs will align at some point. Unfortunately the SP was so trashed before the float that the rise was to fast to maintain.
As you say. So much potential but has to be realised soon
Why would a company do a shelf offering?
The primary advantage of a shelf offering is its flexibility. Companies can register their securities and hold them in reserve for an extended period, typically up to three years in the United States. This approach allows them to respond swiftly to market opportunities or changes in their financial situation.
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Not sure if it's related BADS. Looks more like a mechanism for a quick raise if necessary to me. Up to 3 years. Housekeeping more or less so they have the option if need be. Say demand is outstripping supply and they need to scale up quickly. I wouldn't read to much into that myself but not dismissing the potential delisting thing.
They're not behaving as though this is an issue but it's all a bit foggy with LUCYD.
We ll just have to see I guess Gian - I'm encouraged by the pipeline business and let's face it, a bit of inflation and food prices have been jacked up like there's no tomorrow.
With the pressure of imminent government pressure on the industry the cost of salt even at 2/3/4 x the cost will be very small per unit imho, especially when factoring in, no risk to existing customer bases or disruption to the manufacturing process.
I would expect some major contracts to be announced on Microsalt over the coming weeks/months. Price is holding up nicely and I expect it to advance.
TEK now valued lower than it's holding in Microsalt, but it's had a steep rise. I'd expect and hope the SP kicks on again soon.
Probably worth pointing out again (because it s often overlooked) that you only need half the amount of salt to produce the same taste. Therefore you've got a 50% discount when manufacturing by default. I know it's obviously but any negative slant refuse to take this into account, when in reality it really needs to be factored in.
Then you get the application process (this applies to snacks (coverings only). One application due it's sticky consistency is enough whereas this process is generally repeated twice. That's another 50% discount right there so the cost of Microsalt to manufacturing starts off with an immediate 75% saving. Not sounding so expensive now is it
It's all in the presentations which loads of waffle refuses to watch/listen too for some unknown reason, in spite of maintaining the pretence that he's invested here.
Very informative Pikeman and thanks for trying, but you won't get anything through his skull. It's about 12 inches thick all round. He's been beating this drum for as long as anyone can remember
B) How many large scale companies will feel a price premium is justified versus cheaper potassium chloride containing alternatives from Saxa and the like?
Errrr. Everyone who needs to reduce salt in their well established products in order to meet government guidelines without changing the taste.
How many times do we have to do this
& the market cap still lagging behind Microsalts by 2 or 3 million -
Lucyd, Bell, Guident free. 20p by the end of the week at this rate and that angle note needs to be rewritten. I reckon it's more like 30p with the double upside (macros)
GLA