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Qanghoo Supreme	11-Nov-2015 16:14        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Brother, got 1.52 meh?  Means bak hu bunds all flying off the shelves already? ahsammy      ( Date: 11-Nov-2015 16:09) Posted: Still stuck at 1.52. When can go up . Sianzzz.
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ahsammy Member	11-Nov-2015 16:09        ahsammy About Contact  Quote this Post!   Yells: "i don't trust Sharejunction. Be more cautious of it."
x 0   x 0  Alert Admin	Still stuck at 1.52. When can go up . Sianzzz.
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Qanghoo Supreme	11-Nov-2015 10:29        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Soon to gostan like Courts did over the last 2 yrs?  Deadtalk. jazzietan      ( Date: 11-Nov-2015 10:26) Posted: share price holding up well though bearing in mind profits down 60% which is massive jazzietan      ( Date: 11-Nov-2015 10:19) Posted: din tai fung at nex long q but lousy taste. Breadtalk expand to thai, viet, cambodia indochina also cnnot make it. thais are not bread preferred country, vietnam and cambodia has richer higher standard taste as former french colonials
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jazzietan Veteran	11-Nov-2015 10:26        jazzietan About Contact  Quote this Post!
x 0   x 0  Alert Admin	share price holding up well though bearing in mind profits down 60% which is massive jazzietan      ( Date: 11-Nov-2015 10:19) Posted: din tai fung at nex long q but lousy taste. Breadtalk expand to thai, viet, cambodia indochina also cnnot make it. thais are not bread preferred country, vietnam and cambodia has richer higher standard taste as former french colonials tchoonw      ( Date: 11-Nov-2015 09:47) Posted: u go baker talent, you can get a similiar bread for almost half the price! why pay so much for their hypes and rentals? if u notice, here the breads & buns biz have been on a downtrend for past 2 years...
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jazzietan Veteran	11-Nov-2015 10:19        jazzietan About Contact  Quote this Post!
x 0   x 0  Alert Admin	din tai fung at nex long q but lousy taste. Breadtalk expand to thai, viet, cambodia indochina also cnnot make it. thais are not bread preferred country, vietnam and cambodia has richer higher standard taste as former french colonials tchoonw      ( Date: 11-Nov-2015 09:47) Posted: u go baker talent, you can get a similiar bread for almost half the price! why pay so much for their hypes and rentals? if u notice, here the breads & buns biz have been on a downtrend for past 2 years... tonylim      ( Date: 11-Nov-2015 08:54) Posted: Four Leaves bread - taste much better because I believe it is free of preservatives.   Prices are reasonable
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tchoonw Master	11-Nov-2015 09:47        tchoonw About Contact  Quote this Post!
x 0   x 0  Alert Admin	u go baker talent, you can get a similiar bread for almost half the price! why pay so much for their hypes and rentals? if u notice, here the breads & buns biz have been on a downtrend for past 2 years... tonylim      ( Date: 11-Nov-2015 08:54) Posted: Four Leaves bread - taste much better because I believe it is free of preservatives.   Prices are reasonable bishan22      ( Date: 10-Nov-2015 19:25) Posted: CFD houses might close gate for short....
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Qanghoo Supreme	11-Nov-2015 09:18        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	WHO reported that processed meat cld be carcinogenic.  People might cut down on food with processed meats, including sausage n pork floss bunds?
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tonylim Master	11-Nov-2015 08:54        tonylim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Four Leaves bread - taste much better because I believe it is free of preservatives.   Prices are reasonable bishan22      ( Date: 10-Nov-2015 19:25) Posted: CFD houses might close gate for short....  tchoonw      ( Date: 10-Nov-2015 18:56) Posted: http://sbr.com.sg/food-beverage/more-news/breadtalks-net-profit-crashed-60-16m-in-q
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bishan22 Supreme	10-Nov-2015 19:25        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	CFD houses might close gate for short....  tchoonw      ( Date: 10-Nov-2015 18:56) Posted: http://sbr.com.sg/food-beverage/more-news/breadtalks-net-profit-crashed-60-16m-in-q3 jazzietan      ( Date: 10-Nov-2015 08:38) Posted: Profit down 60%. Honestly i dont patronise as personally i think breads over-rated
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tchoonw Master	10-Nov-2015 18:56        tchoonw About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://sbr.com.sg/food-beverage/more-news/breadtalks-net-profit-crashed-60-16m-in-q3 jazzietan      ( Date: 10-Nov-2015 08:38) Posted: Profit down 60%. Honestly i dont patronise as personally i think breads over-rated
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jazzietan Veteran	10-Nov-2015 08:38        jazzietan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Profit down 60%. Honestly i dont patronise as personally i think breads over-rated
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KiLrOy Elite	14-Oct-2015 16:19        KiLrOy About Contact  Quote this Post! Style: Combined   Mood: Yells: "I buy only what I can see."
x 0   x 0  Alert Admin	in Shanghai, the bread @ Breadtalk seems to be doing well.   The pork floss bun is abt 3 SGD a piece there.   However ToastBox on the other hand is not doing well with its beverages simply because the coffee takeup by the Chinese is very slow.   Esp since its SG local kopi, that' s even harder.   Only now there a small community of yonger folks real coffee drinker and they hang out in Starbucks if not Pacific Coffee.
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ahbutthen Member	12-Oct-2015 13:21        ahbutthen About Contact  Quote this Post!
x 0   x 0  Alert Admin	The truth is that I was a Breadtalk (bought in at $0.41 per share in 2009) and Super Group (bought in at $0.705 in 2011) but sold off in August this year because I can' t figure out the profit model.   Not the best of my investments but not the worst either.   In general, I found that my worst investment is when I listen to others paddling them, best is when I did my own analysis.     justinlin1952      ( Date: 30-Sep-2015 20:49) Posted:   You are very very sharp indeed. From my knowledge of the bread aka confectionery industry,  the gross profit margin is at least 300% markup , that is if unit cost is 30 cts, they sell at at least 90 cts. The unit costs of a bun or bread is very easy to gauge , maybe around 40 cts at most. They are selling at around $1.50.  I see brisk sales in their Shanghai outlet. It was rumored that their daily sales turnover is at least rmb 50 000 , generating a gross profit of more than sgd 200 k a month or sgd 2.4 mil a year . This is just for that Shanghai good location outlet.  When things were selling like hot cakes a few years back, when bread talk was very popular, I was surprised that their net profit is not as fantastic as I expected.  So, with rentals up, competition up, breadtalk hype not as hot cakes as before, well, if they can produce better results, then they must be super genius in 1234567890 ?  ahbutthen      ( Date: 19-Aug-2015 18:29) Posted: Breadtalk has been under the spot light lately in Singapore and China, but those are simply noises, which are irrelevant to the company' s long term performance. The following statistics are rather disturbing. (a) Between 2009 and 2014, the company spent $361 million in property, plant and equipment (majority of which are in electrical works, renovations, furniture and fittings, i.e., sunk cost) (b) Between 2009 and 2014, the company increased its revenue by $343 million (c) Total operating cash flow was $326 million between 2009 and 2014 (d) Total dividends paid to shareholders were $22 million (e) Total debt increased from $6 million in 2009 to $228 million as of the latest quarter (June 2015). So, the company has spent essentially all its operating cash flows plus borrowings in capital expenditures, and every $1 of capital expenditure will only generates $1 of revenue and $0.02 of profit.
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justinlin1952 Veteran	30-Sep-2015 21:03        justinlin1952 About Contact  Quote this Post!   Yells: "Raffles Institution Boys to Men"
x 0   x 0  Alert Admin	If I were them, I will use the $ 361 mil to buy up 300 shop units or use the $ 361 mil to build a big shopping mall with 200 shop units. Can right ? $ 361 mil enough right ? ahbutthen      ( Date: 19-Aug-2015 18:29) Posted: Breadtalk has been under the spot light lately in Singapore and China, but those are simply noises, which are irrelevant to the company' s long term performance. The following statistics are rather disturbing. (a) Between 2009 and 2014, the company spent $361 million in property, plant and equipment (majority of which are in electrical works, renovations, furniture and fittings, i.e., sunk cost) (b) Between 2009 and 2014, the company increased its revenue by $343 million (c) Total operating cash flow was $326 million between 2009 and 2014 (d) Total dividends paid to shareholders were $22 million (e) Total debt increased from $6 million in 2009 to $228 million as of the latest quarter (June 2015). So, the company has spent essentially all its operating cash flows plus borrowings in capital expenditures, and every $1 of capital expenditure will only generates $1 of revenue and $0.02 of profit.
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justinlin1952 Veteran	30-Sep-2015 20:49        justinlin1952 About Contact  Quote this Post!   Yells: "Raffles Institution Boys to Men"
x 0   x 0  Alert Admin	You are very very sharp indeed. From my knowledge of the bread aka confectionery industry,  the gross profit margin is at least 300% markup , that is if unit cost is 30 cts, they sell at at least 90 cts. The unit costs of a bun or bread is very easy to gauge , maybe around 40 cts at most. They are selling at around $1.50.  I see brisk sales in their Shanghai outlet. It was rumored that their daily sales turnover is at least rmb 50 000 , generating a gross profit of more than sgd 200 k a month or sgd 2.4 mil a year . This is just for that Shanghai good location outlet.  When things were selling like hot cakes a few years back, when bread talk was very popular, I was surprised that their net profit is not as fantastic as I expected.  So, with rentals up, competition up, breadtalk hype not as hot cakes as before, well, if they can produce better results, then they must be super genius in 1234567890 ?  ahbutthen      ( Date: 19-Aug-2015 18:29) Posted: Breadtalk has been under the spot light lately in Singapore and China, but those are simply noises, which are irrelevant to the company' s long term performance. The following statistics are rather disturbing. (a) Between 2009 and 2014, the company spent $361 million in property, plant and equipment (majority of which are in electrical works, renovations, furniture and fittings, i.e., sunk cost) (b) Between 2009 and 2014, the company increased its revenue by $343 million (c) Total operating cash flow was $326 million between 2009 and 2014 (d) Total dividends paid to shareholders were $22 million (e) Total debt increased from $6 million in 2009 to $228 million as of the latest quarter (June 2015). So, the company has spent essentially all its operating cash flows plus borrowings in capital expenditures, and every $1 of capital expenditure will only generates $1 of revenue and $0.02 of profit.
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erhaier Senior	30-Sep-2015 15:33        erhaier About Contact  Quote this Post!
x 0   x 0  Alert Admin	no transactions for the last 6.5 hrs??? BT is facing a lot of competition from the similar style Loti shops that have sprung out everywhere in the heartland neighbourhoods... feels a bit like the bubble tea phenonmenon.
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n3wbie Elite	19-Aug-2015 22:23        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	agreed, thanks so much for the analysis and the breakdown. similarly, have always stayed on the side as I was never too convicted about the company. then again, it is definitely not an easy business to run given that it is labour intensive and too many moving parts to monitor. Qanghoo      ( Date: 19-Aug-2015 19:22) Posted: Thx a lot for sharing, brother.  We need friends like u to put us in perspective.  A lot of times we just blindly chiong in after reading research reports  - a lot of which turn out to be bias n some, I suspect, even in bed with chng kays.  In the end we get ourselves burnt.  I am not vested in BT, have never been, but have often regretted not doing so when I see the shares rocketing skyhigh.  Now I have a bettr picture.  ahbutthen      ( Date: 19-Aug-2015 18:29) Posted: Breadtalk has been under the spot light lately in Singapore and China, but those are simply noises, which are irrelevant to the company' s long term performance. The following statistics are rather disturbing. (a) Between 2009 and 2014, the company spent $361 million in property, plant and equipment (majority of which are in electrical works, renovations, furniture and fittings, i.e., sunk cost) (b) Between 2009 and 2014, the company increased its revenue by $343 million (c) Total operating cash flow was $326 million between 2009 and 2014 (d) Total dividends paid to shareholders were $22 million (e) Total debt increased from $6 million in 2009 to $228 million as of the latest quarter (June 2015). So, the company has spent essentially all its operating cash flows plus borrowings in capital expenditures, and every $1 of capital expenditure will only generates $1 of revenue and $0.02 of profit.
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treetops Elite	19-Aug-2015 21:50        treetops About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Moments Today, Memories Tomorrow!"
x 0   x 0  Alert Admin	Price go back up due to share buy back today! lol
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Qanghoo Supreme	19-Aug-2015 19:22        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thx a lot for sharing, brother.  We need friends like u to put us in perspective.  A lot of times we just blindly chiong in after reading research reports  - a lot of which turn out to be bias n some, I suspect, even in bed with chng kays.  In the end we get ourselves burnt.  I am not vested in BT, have never been, but have often regretted not doing so when I see the shares rocketing skyhigh.  Now I have a bettr picture.  ahbutthen      ( Date: 19-Aug-2015 18:29) Posted: Breadtalk has been under the spot light lately in Singapore and China, but those are simply noises, which are irrelevant to the company' s long term performance. The following statistics are rather disturbing. (a) Between 2009 and 2014, the company spent $361 million in property, plant and equipment (majority of which are in electrical works, renovations, furniture and fittings, i.e., sunk cost) (b) Between 2009 and 2014, the company increased its revenue by $343 million (c) Total operating cash flow was $326 million between 2009 and 2014 (d) Total dividends paid to shareholders were $22 million (e) Total debt increased from $6 million in 2009 to $228 million as of the latest quarter (June 2015). So, the company has spent essentially all its operating cash flows plus borrowings in capital expenditures, and every $1 of capital expenditure will only generates $1 of revenue and $0.02 of profit.
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ahbutthen Member	19-Aug-2015 18:29        ahbutthen About Contact  Quote this Post!
x 0   x 0  Alert Admin	Breadtalk has been under the spot light lately in Singapore and China, but those are simply noises, which are irrelevant to the company' s long term performance. The following statistics are rather disturbing. (a) Between 2009 and 2014, the company spent $361 million in property, plant and equipment (majority of which are in electrical works, renovations, furniture and fittings, i.e., sunk cost) (b) Between 2009 and 2014, the company increased its revenue by $343 million (c) Total operating cash flow was $326 million between 2009 and 2014 (d) Total dividends paid to shareholders were $22 million (e) Total debt increased from $6 million in 2009 to $228 million as of the latest quarter (June 2015). So, the company has spent essentially all its operating cash flows plus borrowings in capital expenditures, and every $1 of capital expenditure will only generates $1 of revenue and $0.02 of profit.
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