Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SALT.L
STRONG SELLREMOVEMicroSalt plc · Consumer Defensive · United Kingdom · $30M · Avg Vol: $36K/d
MicroSalt is a micro-cap consumer defensive play with a very weak quality score (Q-score of 12). It lacks the scale, distribution power, and reinvestment runway required to be a quality compounder under the Terry Smith lens.
COMPANY DESCRIPTION
MicroSalt plc manufactures and distributes a patented, low-sodium salt alternative that delivers full salt flavor with 50% less sodium. The company's proprietary micronization technology creates microscopic salt crystals that dissolve rapidly on the tongue, providing a competitive moat in the rapidly growing health-conscious food sector. It operates as a high-growth B2B ingredient supplier and B2C brand owner targeting global food manufacturers seeking to meet strict sodium reduction targets.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 44,303 | 856,525 | 770,604 | 1M | 183.3% |
| EPS | -0.03 | -0.06 | -0.11 | -0.18 | — |
| Shares | 43M | 43M | 43M | 48M | +11.8% |
| Debt | 1M | 228,228 | 3M | 4M | 47.3% |
| Equity | -1M | 83,236 | -3M | -2M | — |
| Op CF | -2M | -3M | -3M | -8M | — |
| Inv CF | -12,083 | -155,732 | -253,736 | -535,664 | — |
| Fin CF | 2M | 3M | 4M | 9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of SALT.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SALT.L | MicroSalt plc(you) | $30M | 7 | STRONG SELL |
| PRN.L | Princes Group plc | $1.0B | 25 | SELL |
| HFG.L | Hilton Food Group plc | $628M | 44 | HOLD |
| ART.L | The Artisanal Spirits Company plc | $29M | 11 | STRONG SELL |
| VLE.L | Volvere plc | $80M | 93 | STRONG BUY |
| VINO.L | Virgin Wines UK PLC | $26M | 12 | STRONG SELL |
| ANP.L | Anpario plc | $124M | 88 | STRONG BUY |
| RFG.L | Roebuck Food Group plc | $36M | 23 | SELL |
| CDGP.L | Chapel Down Group Plc | $97M | 22 | SELL |
| APN.L | Applied Nutrition Plc | $826M | 93 | STRONG BUY |
Peer medians: ROE 15.8% · P/E 17.5x · Gross margin 38.7%