$Soup Holdings(5KI.SI)$ The Clock is Ticking!
Let's do a hypothetical scenario here. Soup has about $5.3 million cash flow. It's lost 1H26 $0.67 million. Likely no dividends for 2027. 🤭🤭🤭That means that $300k is not earning any interest, effectively rotting away, evaporated 🤭
5.3/0.67= 8 half quarters or approximately 4 years. If the loses continues Before it ran out of cash.
Soup Head Wind:
1. Rental pressures : rent gonna cost more and not less.🔴
2. Manpower crunch. Tight labour markets and foreign workers quota <-- James should go and work as a waiter there and serve me Chinese tea, then I will consider patronising Soup🤭🔴
3. Increase ingredients cost: raw food getting more expensive, squeezing the margin 🔴
4. Razor thin margins : Change in foothold likely to turn a small profit into loses. -> Hougang mall branch renovations, VivoCity swapping Houseflies during meal times. 🔴
5. Micro cap Market constraint :
Thin market float liquidity causes lack of easy access to cheap secondary equity. 🔴🔴
Recents news of Crystal Jade under receivership--> bad news for F&B.
James Song Bo?
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