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ahberngh Elite	16-Jun-2021 14:30        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, that is the safest way, can get dividends and good returns if choose the right GLC. But my investment style is different. I mostly never invest in GLC. You will never get a two or multibagger in GLCs. In my investments, I look for at least about 30% returns in a reasonable time. Certtain times, if one is lucky, one can get 100% or more (of course, certain times one can also lose 100% of your capital if unlucky), but never with GLCs. Anyway, lately GLCs have been going through a horrible time (poor manabement? please don' t take umbrage ). Anyway, your approach is the more popular one but it is not for me . RichardTeo      ( Date: 16-Jun-2021 14:21) Posted: --- Post Removed by User ---
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Luzern Supreme	16-Jun-2021 13:03        Luzern About Contact  Quote this Post!   Yells: "9"
x 0   x 0  Alert Admin	Was anyone formally charged or fined?
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nitrodrops Member	16-Jun-2021 12:44        nitrodrops About Contact  Quote this Post!
x 0   x 0  Alert Admin	initially i am also very skeptical with Kimly after the ASC drama. But i noticed Kimly bosses started buying aggressively 4m + 2m shares at $0.26.
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ahberngh Elite	16-Jun-2021 12:38        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for the info, I was not aware of this. Googled it and got the ASC story. Will monitor this carefully and see if this will have any effect on the growth and performance of Kimly. Yes, I agree, it is important for the management of a company to be upright and trustworthy. For the moment, I will give them the benefit of doubt but monitor my investment closely. If I feel things are not right, I will quickly exit, even if it is a loss . RichardTeo      ( Date: 16-Jun-2021 12:05) Posted: --- Post Removed by User ---
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ahberngh Elite	16-Jun-2021 10:52        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Growing. Possibly another Union Gas??? Just bought in last week. Wait and see. Just info, please dyodd.
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niteowl68 Elite	15-Jun-2021 09:51        niteowl68 About Contact  Quote this Post!   Yells: "God Bleess You"
x 0   x 0  Alert Admin	Slow and steady.. up 1c now. Great progress to me if can go up 1 bid a day... haha    ahberngh      ( Date: 14-Jun-2021 15:27) Posted: I like it, better to have a quiet thread like this, where it can slowly and steadily rise, just like Union Gas. Those counters which are populated with speculators (Rex, Medtecs, etc) difficult to sustain rises because too many players taking profit at 1 or 2 pips rises. niteowl68      ( Date: 14-Jun-2021 15:07) Posted: Quiet thread.. up more than 4% ... 0.375c now..
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ahberngh Elite	14-Jun-2021 15:27        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	I like it, better to have a quiet thread like this, where it can slowly and steadily rise, just like Union Gas. Those counters which are populated with speculators (Rex, Medtecs, etc) difficult to sustain rises because too many players taking profit at 1 or 2 pips rises. niteowl68      ( Date: 14-Jun-2021 15:07) Posted: Quiet thread.. up more than 4% ... 0.375c now..
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niteowl68 Elite	14-Jun-2021 15:07        niteowl68 About Contact  Quote this Post!   Yells: "God Bleess You"
x 0   x 0  Alert Admin	Quiet thread.. up more than 4% ... 0.375c now..
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niteowl68 Elite	14-Jun-2021 10:54        niteowl68 About Contact  Quote this Post!   Yells: "God Bleess You"
x 0   x 0  Alert Admin	Stirring to life? Covid fears and restrictions easing??
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SamWong Senior	18-May-2021 00:56        SamWong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Then last year news. (Straits Times) QUOTE Pokka and ex-CEO Alain Ong settle lawsuit over alleged conspiracy that caused $10m loss UNQUOTE SamWong      ( Date: 18-May-2021 00:53) Posted: Yes. Dont rush in 1st. See whether Kimly furnish more details about Tenderfresh ' s NTA and audited P & L for past 3 years. Kimly was "hot in the news" few years ago. Recap : Quote (Singapore Investment Research) (3 years ago) Last night, Kimly announced that it had acquired the entire share capital of a company ? Asian Story Corporation Pte Ltd (?ASC?) for a consideration of S$16 mil. Consideration was fully paid in cash. Below is some information on Asia Story Corporation: Incorporated on 15th December 2009 Mr Wang Chia Ye held the entire share capital of the company prior to the transaction Involves in the manufacturing and distribution of beverages under its ?Asian Story? brand Paid-up share capital of S$20,000 divided into 20,000 shares NTA as at 31st March 2018 was S$448,000 Profit before tax, minority interests and extraordinary items for the financial year ended 31 Dec 2017 was S$1,145,000 Profit before tax, minority interests and extraordinary items for 3 months ended 31 Mar 2018 was S$546,000 Valuation of the company by BDO was in the range of S$23.5 mil to S$26.2 mil As part of the transaction, Mr Wang Chia Ye is entitled to an earn-out payment depending on the level of the profit before tax for the period from 1 Jan 2018 to 31 Dec 2018. In the event that PBT exceeds S$2 mil, Mr Wang will be entitled to an earn-out payment of S$8 mil. If the PBT falls below S$2 mil, the earn-out payment will be pro-rated. UNQUOTE crystalbee      ( Date: 17-May-2021 18:25) Posted: Profitability from Tenderfresh acquisition not mentioned and private share issue at $0.3124 but retail investors seem ok with it. Surprising. I am not buying...just watch how.
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SamWong Senior	18-May-2021 00:53        SamWong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes. Dont rush in 1st. See whether Kimly furnish more details about Tenderfresh ' s NTA and audited P & L for past 3 years. Kimly was "hot in the news" few years ago. Recap : Quote (Singapore Investment Research) (3 years ago) Last night, Kimly announced that it had acquired the entire share capital of a company ? Asian Story Corporation Pte Ltd (?ASC?) for a consideration of S$16 mil. Consideration was fully paid in cash. Below is some information on Asia Story Corporation: Incorporated on 15th December 2009 Mr Wang Chia Ye held the entire share capital of the company prior to the transaction Involves in the manufacturing and distribution of beverages under its ?Asian Story? brand Paid-up share capital of S$20,000 divided into 20,000 shares NTA as at 31st March 2018 was S$448,000 Profit before tax, minority interests and extraordinary items for the financial year ended 31 Dec 2017 was S$1,145,000 Profit before tax, minority interests and extraordinary items for 3 months ended 31 Mar 2018 was S$546,000 Valuation of the company by BDO was in the range of S$23.5 mil to S$26.2 mil As part of the transaction, Mr Wang Chia Ye is entitled to an earn-out payment depending on the level of the profit before tax for the period from 1 Jan 2018 to 31 Dec 2018. In the event that PBT exceeds S$2 mil, Mr Wang will be entitled to an earn-out payment of S$8 mil. If the PBT falls below S$2 mil, the earn-out payment will be pro-rated. UNQUOTE crystalbee      ( Date: 17-May-2021 18:25) Posted: Profitability from Tenderfresh acquisition not mentioned and private share issue at $0.3124 but retail investors seem ok with it. Surprising. I am not buying...just watch how.  SamWong      ( Date: 17-May-2021 11:05) Posted: Kimly should at least inform its shareholders : 1. The NTA of tenderfresh 2. The P & L of tenderfresh 2020 Then we will know if kimly have a nice deal or ate they paying too much a price for tenderfresh. Assuming, If NTA of tenderfresh only $10 mil, and profit only $2 mil in 2020, dp u think is nice deal ? Kimly paid tenderfresh more than $50 mil for 75% , valuing tenderfresh at $72 mil. Of cors if tenderfresh nta $100 mil, profit $2 mil, then nice deal for. But issue is kimly did not disclose the Deal NTA P & L of tenderfresh
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Lugi71 Veteran	17-May-2021 18:44        Lugi71 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The unaudited profit before income tax, non-controlling interests and extraordinary items of Tenderfresh Business (a consolidation of various business entities) for a common 12-month period ended on 31 December 2020 (" 2020 PBT" ), after taking into account the government grants income of S$3.2 million, was S$11.8 million.
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crystalbee Veteran	17-May-2021 18:25        crystalbee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Profitability from Tenderfresh acquisition not mentioned and private share issue at $0.3124 but retail investors seem ok with it. Surprising. I am not buying...just watch how.  SamWong      ( Date: 17-May-2021 11:05) Posted: Kimly should at least inform its shareholders : 1. The NTA of tenderfresh 2. The P & L of tenderfresh 2020 Then we will know if kimly have a nice deal or ate they paying too much a price for tenderfresh. Assuming, If NTA of tenderfresh only $10 mil, and profit only $2 mil in 2020, dp u think is nice deal ? Kimly paid tenderfresh more than $50 mil for 75% , valuing tenderfresh at $72 mil. Of cors if tenderfresh nta $100 mil, profit $2 mil, then nice deal for. But issue is kimly did not disclose the Deal NTA P & L of tenderfresh. SamWong      ( Date: 17-May-2021 10:56) Posted: IMHO, I dont think it is a nice deal. Valuing tenderfresh at $72 mil , kimly is actually absorbing the leases of the current rentals of tenderfresh outlets. These are risky costs. And at this timing of Covid when F & B not as packed as pre covid with all those social distancing and capacity limit of 5 pax ? Questions shareholders need to ask kimly : 1. Why is tenderfresh owners selling ? 2 what are tenderfresh P & L figures like for 2020 ? 3. What is the audited NTA of tenderfresh ? Is it worth $5 mil ? $10 mil ? $50 mil ? If questions are unanswered, we can only assume kimly may be paying too high a buying price for tenderfresh , especially when F & B are currently affected by covid. If tenderfresh so good, why owners sell ? Correct or not ? : )
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bigbrother33 Senior	17-May-2021 18:19        bigbrother33 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "what can't kill you will make you stronger!"
x 0   x 0  Alert Admin	The way i look at it, when you buy a Tenderfresh brand, you are buying the brand of the food, which is very famous for generations. The second thing is the halal food license that comes with it in terms of central kitchen and work-know-how, without needing to create by oneself. So if you do a projection, all the current western food stalls at the existing Kimly coffee shops can be taken over ownself by Kimly, it definitely will be boosting its Food Retail' s revenue and profit margins. That for me is positive.
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Lugi71 Veteran	17-May-2021 17:45        Lugi71 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' m not sure that they have switched focus into venturing into malls but if you are alluding to Tenderfresh and Kedai, then yes. As a shareholder, I still hope that the focus are on the coffeeshops in matured estates. In times like these where there are movement controls, quickly going to the coffeeshop to dabao makes sense.
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SamWong Senior	17-May-2021 17:19        SamWong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Like to have sensible forum participants. I agree on your comments. Buy coffeeshops better. Tenancy in malls v expensive. And dont know why tenderfresh owners sell. NTA of tenderfresh how much ? Now kimly buy look at all the mall cafes biz. Cannot dine in. DYODD Lugi71      ( Date: 17-May-2021 16:16) Posted: --- Post Removed by User ---
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SamWong Senior	17-May-2021 14:00        SamWong About Contact  Quote this Post!
x 0   x 0  Alert Admin	After this tenderfresh acquisition, not pure coffeeshop play anymore . Mall Cafe , restaurant play.
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SamWong Senior	17-May-2021 11:05        SamWong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Kimly should at least inform its shareholders : 1. The NTA of tenderfresh 2. The P & L of tenderfresh 2020 Then we will know if kimly have a nice deal or ate they paying too much a price for tenderfresh. Assuming, If NTA of tenderfresh only $10 mil, and profit only $2 mil in 2020, dp u think is nice deal ? Kimly paid tenderfresh more than $50 mil for 75% , valuing tenderfresh at $72 mil. Of cors if tenderfresh nta $100 mil, profit $2 mil, then nice deal for. But issue is kimly did not disclose the Deal NTA P & L of tenderfresh. SamWong      ( Date: 17-May-2021 10:56) Posted: IMHO, I dont think it is a nice deal. Valuing tenderfresh at $72 mil , kimly is actually absorbing the leases of the current rentals of tenderfresh outlets. These are risky costs. And at this timing of Covid when F & B not as packed as pre covid with all those social distancing and capacity limit of 5 pax ? Questions shareholders need to ask kimly : 1. Why is tenderfresh owners selling ? 2 what are tenderfresh P & L figures like for 2020 ? 3. What is the audited NTA of tenderfresh ? Is it worth $5 mil ? $10 mil ? $50 mil ? If questions are unanswered, we can only assume kimly may be paying too high a buying price for tenderfresh , especially when F & B are currently affected by covid. If tenderfresh so good, why owners sell ? Correct or not ? : )
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SamWong Senior	17-May-2021 10:56        SamWong About Contact  Quote this Post!
x 0   x 0  Alert Admin	IMHO, I dont think it is a nice deal. Valuing tenderfresh at $72 mil , kimly is actually absorbing the leases of the current rentals of tenderfresh outlets. These are risky costs. And at this timing of Covid when F & B not as packed as pre covid with all those social distancing and capacity limit of 5 pax ? Questions shareholders need to ask kimly : 1. Why is tenderfresh owners selling ? 2 what are tenderfresh P & L figures like for 2020 ? 3. What is the audited NTA of tenderfresh ? Is it worth $5 mil ? $10 mil ? $50 mil ? If questions are unanswered, we can only assume kimly may be paying too high a buying price for tenderfresh , especially when F & B are currently affected by covid. If tenderfresh so good, why owners sell ? Correct or not ? : )
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crystalbee Veteran	17-May-2021 10:20        crystalbee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Work from home so maybe more home cooking? Yesterday news reported hawker stalls biz drop so same with coffeeshops? Can' t be sure coffeeshops biz sure go up. Just offer another view.
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