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MichaelSchenker Master	03-Nov-2016 15:11        MichaelSchenker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any chance to privatise?  Prices have not been great lately. Surely would have attracted some buyers. Just a wild guess.
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bishan22 Supreme	07-Aug-2016 12:26        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	80 is all right...... samudra      ( Date: 07-Aug-2016 10:47) Posted: at current price of 1.065 is overvalued ?.
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samudra Veteran	07-Aug-2016 10:47        samudra About Contact  Quote this Post!
x 0   x 0  Alert Admin	at current price of 1.065 is overvalued ?.
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OXDEVIL Member	08-Jun-2016 12:16        OXDEVIL About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	stock market just the same as casinos in many ways. the house (major shareholders/management) always has the edge while the small shareholders are just born suckers for the bread crumps. not just singapore but any businessman with a gram of greed would maximize one' s interests without any regards to the sucker-investors.
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lifeisgood Supreme	07-Jun-2016 14:10        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	I heard the boss rejected an unofficial offer a few years ago, as he was looking at a much higher price.
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jeremyow Master	07-Jun-2016 13:31        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	Haha. Hope it will not be a case like many other Singapore homegrown companies which are delisted eventually at a low unattractive offer price to their shareholders after their share price dropped substantially from their historical highs due to lack of or slowdown in future expansion and growth of their businesses. The owners (major shareholders) can then sell to an acquirer later at a higher valuation than their delisting offer price. This would be making use of cheaper public equity to fund their intial growth stage of their businesses and their shareholders may not gain anything much or even lose out eventually (in terms of capital gain and total dividends collected) when these companies are delisted at an unattractive offer price.
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lifeisgood Supreme	07-Jun-2016 09:19        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Different shareholders, different objectives. George Quek apparently is building this business up for sale.
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OXDEVIL Member	07-Jun-2016 00:23        OXDEVIL About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	for the shareholders, what is more important, $1 EPS with 500 outlets or $0.1 EPS with 5000 outlets ?   for the highly paid management with bonuses and perks, 5000 outlets big sales means more opportunity to skim off more cream before shareholders get a sip. whatever happened to the idea of shareholders' profit come first ? what is the point of rapid (over ) expansion that erode profit instead of increasing profit ?
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lifeisgood Supreme	06-Jun-2016 22:45        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	George Quek is building up BreadTalk and its restaurant chains branding and network. There is a of of intangible value that a potential acquirer will treasure. Money buys time. It takes a lot of time to build a network like this. A potential acquirer will be thinking of how to make use of this branding and F& B outlets to make more money.  Its share price is cheap in the eyes of the acquirer. We shall see.
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spore1 Supreme	06-Jun-2016 19:59        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	value investing PPL may not look at this counter.low netprofit margin,low ROI,EPS about 3.48 cents PE 33x .seems exp. jeremyow      ( Date: 06-Jun-2016 18:38) Posted: Breaktalk' s gross margins (%) is around 52 to 55% range. Yet its net margins (%) has been decreasing over the past 7 years from around 4.5 % to 1.22% as of latest FY2015 financial report. This shows that the group makes reasonably good gross profits after deducting the cost of raw materials to produce the goods (mainly bread, confectionery items and their food from operating food outlets and restaurants). However, the kill is in the other operational costs (overheads, staff salaries, distribution and selling expenses and so on) such that its net margins (%) has decreased over the past 7 years to a low 1.22% as of FY2015. As as result, their return on equity (ROE) has also decreased over the past few years. It seems that the group is facing difficulty to control their operational costs resulting in the decreasing net margins (%). Thus, the group does not make so much net profits even if their scale of number of operating outlets seems large.     OXDEVIL      ( Date: 06-Jun-2016 15:08) Posted: nearly 1000 outlets the group operate. if you are a good businessman and you operate 1 outlet, by right you should generate at least $5000 per month of next profit, otherwise you cannot consider yourself a good businessman. i mean a food court operator can clear $2000 per month of net profit after expenses. 1000 outlets managed by the brilliant management team at IHQ with all the savvy know how and economy of scale and bank loans, breadtalk should easily show 1000 outlets x $5000 x 12 = $60millions of net profit every year just to match the direct sum total. yet with all those high paid brains and fancy IHQ, the profit is $16millions ( equivalent to $1350 profit per outlet per month ). imagine that.. with so much resources invested in each outlet, it merely generate $1350 per month in profit per outlet.
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jeremyow Master	06-Jun-2016 18:38        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 0  Alert Admin	Breaktalk' s gross margins (%) is around 52 to 55% range. Yet its net margins (%) has been decreasing over the past 7 years from around 4.5 % to 1.22% as of latest FY2015 financial report. This shows that the group makes reasonably good gross profits after deducting the cost of raw materials to produce the goods (mainly bread, confectionery items and their food from operating food outlets and restaurants). However, the kill is in the other operational costs (overheads, staff salaries, distribution and selling expenses and so on) such that its net margins (%) has decreased over the past 7 years to a low 1.22% as of FY2015. As as result, their return on equity (ROE) has also decreased over the past few years. It seems that the group is facing difficulty to control their operational costs resulting in the decreasing net margins (%). Thus, the group does not make so much net profits even if their scale of number of operating outlets seems large.     OXDEVIL      ( Date: 06-Jun-2016 15:08) Posted: nearly 1000 outlets the group operate. if you are a good businessman and you operate 1 outlet, by right you should generate at least $5000 per month of next profit, otherwise you cannot consider yourself a good businessman. i mean a food court operator can clear $2000 per month of net profit after expenses. 1000 outlets managed by the brilliant management team at IHQ with all the savvy know how and economy of scale and bank loans, breadtalk should easily show 1000 outlets x $5000 x 12 = $60millions of net profit every year just to match the direct sum total. yet with all those high paid brains and fancy IHQ, the profit is $16millions ( equivalent to $1350 profit per outlet per month ). imagine that.. with so much resources invested in each outlet, it merely generate $1350 per month in profit per outlet.
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OXDEVIL Member	06-Jun-2016 15:08        OXDEVIL About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	nearly 1000 outlets the group operate. if you are a good businessman and you operate 1 outlet, by right you should generate at least $5000 per month of next profit, otherwise you cannot consider yourself a good businessman. i mean a food court operator can clear $2000 per month of net profit after expenses. 1000 outlets managed by the brilliant management team at IHQ with all the savvy know how and economy of scale and bank loans, breadtalk should easily show 1000 outlets x $5000 x 12 = $60millions of net profit every year just to match the direct sum total. yet with all those high paid brains and fancy IHQ, the profit is $16millions ( equivalent to $1350 profit per outlet per month ). imagine that.. with so much resources invested in each outlet, it merely generate $1350 per month in profit per outlet.
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chinastar Veteran	17-May-2016 17:31        chinastar About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Enjoy eating the banana cake:) spore1      ( Date: 03-May-2016 16:30) Posted: Cont to trend higher spore1      ( Date: 02-May-2016 17:06) Posted: This coming week may see the prices heading further North. http://   spore   share .   blog     spot .   sg/2016/05/breadtalk.html
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ecekca Elite	07-May-2016 21:09        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	bro, i thought you have have exclusive access..haha was wondering whether can share share..LOL   Qanghoo      ( Date: 04-May-2016 07:09) Posted: Brother, if I had that privilege, I' d probably b a ' spy' in this forum already.  Sorry, not trying to be sarcastic, but just sharing some thought.  ecekca      ( Date: 04-May-2016 07:07) Posted: did you bot before the news came out?
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tl_master Member	04-May-2016 23:18        tl_master About Contact  Quote this Post!
x 0   x 0  Alert Admin	Final push tomolo....cheong cheong cheong
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Qanghoo Supreme	04-May-2016 07:09        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Brother, if I had that privilege, I' d probably b a ' spy' in this forum already.  Sorry, not trying to be sarcastic, but just sharing some thought.  ecekca      ( Date: 04-May-2016 07:07) Posted: did you bot before the news came out?   Qanghoo      ( Date: 04-May-2016 06:36) Posted: Already chiong abt 8% in 3 days prior to announcement.  My sense is toke profit n quit if can.  Don' t end up picking up the crumbs or be left with the crumbs.    DYODD though.
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ecekca Elite	04-May-2016 07:07        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	did you bot before the news came out?   Qanghoo      ( Date: 04-May-2016 06:36) Posted: Already chiong abt 8% in 3 days prior to announcement.  My sense is toke profit n quit if can.  Don' t end up picking up the crumbs or be left with the crumbs.    DYODD though.  tl_master      ( Date: 04-May-2016 01:19) Posted: Cheong qgain today
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Qanghoo Supreme	04-May-2016 06:36        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Already chiong abt 8% in 3 days prior to announcement.  My sense is toke profit n quit if can.  Don' t end up picking up the crumbs or be left with the crumbs.    DYODD though.  tl_master      ( Date: 04-May-2016 01:19) Posted: Cheong qgain today
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tl_master Member	04-May-2016 01:19        tl_master About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cheong qgain today
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ecekca Elite	03-May-2016 22:19        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	again insider trading. it started to rise on 26april , annoucement on 3rd May OMG!!! spore1      ( Date: 03-May-2016 19:50) Posted: Good news no wonder price went up . spore1      ( Date: 03-May-2016 16:30) Posted: Cont to trend highe
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