Do you know BreadTalk is NOT just Breadtalk?

[Dennis Ng]

personally I'm quite positive about Breadtalk.

it seems to me that George Quek, after years of figuring out the food and beverage industry, has finally got it right (just look at the Strong Operating Cashflow gushing in)......and that accounts for the quick start up and growth of his other business units eg. Food Republic, Din Tai Fung (just look at the queue to get into the restaurants), Toast Box etc, J. Co Donut (the expansion has only just begun.....)

if Breadtalk is only Breadtalk, I'm really not interested.

in my opinion, the food at Food Republic is really good, even though higher price than usual food courts. We must not forget that George Quek was also instrumental in growing Food Junction previously.....

Breadtalk's share price already crashed by over 30% from 70 cents to 48.5 cents.

Many other stocks have similarly crashed 30% to over 70% in price even though STI only dropped by less than 20%.

48.5 cents is definitely a better buy than 70 cents.

By the way, Breadtalk generates over S$20 million of Net Operating Cashflows a year and grew above 20% a year, its Market Capitalisation is only S$111 million or about 4 times its annual Operating Cashflows ...Breadtalk is NO longer about Breadtalk anymore, it has a few other business units all growing healthily...

Please do not treat my comments as a buy/sell/hold recommendation on Breadtalk, just sharing my views/comments on Breadtalk, that's all.