800 Super

min1xyz
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9 years 6 months ago - 8 years 2 months ago #21104 by min1xyz

800 Super was created by min1xyz

Someone wishes to share casual pictures of 800 Super's AGM *(24 Oct 2014) in Senoko.

-- About 20 shareholders attended. It's the 4th AGM and the biggest since IPO, according to CEO. There used to be only 1 attendee.

CEO Lee Cheng Chye -- explained a lot about the business to shareholders (many are first-time shareholders of 800 Super perhaps).

Yummy food still available after everyone had makan. More food available at adjacent table. Generous of management to provide a big spread.

Last edit: 8 years 2 months ago by min1xyz.

The following user(s) said Thank You: Mel

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Big Fish
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9 years 5 months ago #21192 by Big Fish

Replied by Big Fish on topic 800 Super

Jumped to 53.5 cents just now. TP of S$0.670, based on 8.0x FY15F P/E.

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Big Fish
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9 years 4 months ago #21372 by Big Fish

Replied by Big Fish on topic 800 Super

800 Super is going to enjoy lots of cost savings from cheaper fuel. It's a sweet surprise.

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Big Fish
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9 years 2 months ago - 9 years 2 months ago #21711 by Big Fish

Replied by Big Fish on topic 800 Super

24% increase in revenue for 1HFY2015; 95% jump in net earnings.
Means profit margin soared.

infopub.sgx.com/FileOpen/800%20Super%20H...cement&FileID=334392

The 2HFY2015 will see the start of contributions fr 3 new contracts. Prepare for another jump in earnings!

Last edit: 9 years 2 months ago by Big Fish.

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Dongdaemun
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9 years 2 months ago #21716 by Dongdaemun

Replied by Dongdaemun on topic 800 Super

Competitor Veoila in the news :
THE National Environment Agency (NEA) is taking action against a public waste collection company found to have mixed items meant for recycling with rubbish for incineration during refuse collection. - See more at: news.asiaone.com/news/singapore/nea-take...sthash.ptG1II0n.dpuf

--This reminds me of a business risk. The on-the-ground workers screw up, company gets fined or whatever. Worst case scenario, contract gets premature termination.

Business model is one thing, day-to-day work by FTs can bring grief.

Having said that, 800Super is on my radar. Hope to buy cheap.

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Big Fish
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9 years 2 months ago #21728 by Big Fish

Replied by Big Fish on topic 800 Super

Big Fish wrote: 800 Super is going to enjoy lots of cost savings from cheaper fuel. It's a sweet surprise.

Unfortunately, no sign of the cost savings from fuel price drop in the latest set of results. Instead, labour costs have gone up faster than expected.

Note that Phillips has cut EPS forecast quite a bit for FY15, from 8.38 cents to 5.3 cents.

Will the fuel cost savings only come through from this quarter onwards?

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