Chee SIong Lau's comment on SDS. All Comments

Chee SIong Lau
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Will all wheat raw materials price goes up????
Mr bulldog
Can check ‘wheat futures’. I see current price is far lower than that during covid. Current selldown probably due to high capex (land100m n london tora) n the drop in net profit compared to 2023 highs.
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Chee SIong Lau
Boss, crazy liao... Land's loan interest will increase then profit down...
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Mr bulldog
Assume 5% loan interest. A 100m loan = 5m interest per year. Equal to 1.25m per quarter. Compare this to the quarter net profit of 7m. (Quite significant). However, there is no choice, need to expand ma bussiness. So is a long term game. Btw, if we assume 7m minus 1.25m, then net profit drops by 18%. Compare to the drop recently. From 0.8 to 0.53 (34% drop)
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Choon Yang
ya, assuming the company uses full loan to purchase land, no any improvement on sales and cost savings after this investment for long term
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Jaredgwee
Company keep share buy back, price also can't sustain, retail stock all downtrend is either cut loss or keep avg down
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Chee SIong Lau
Wait at 0.40
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Mr bulldog
Choon yang: yeah, this is the worst case scenario. By right, the london biscuit tora and increased capacity shud increase sales (albeit not immediately)
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