Sadot Group Inc (SDOT)

[hgfish]

Go to there web site an look at there menu and see what you think.

[hgfish]

Go to there web site an look at there menu and see what you think.

[hgfish]

This is in the same group as chipotle and it is over 2000 dollars a share.

[hgfish]

59 million a month and no buyers . What's wrong here.

[hgfish]

Hello is anyone out there?

[hgfish]

A stock that goes from 10 milliom a year to almost 60 million a month and nobody wants it . Go figure.

[hgfish]

just out 58.9 million for april.

[nudie]

Think they will do this week indeed. Might be good opportunity to add a few more just before.

[Mktman2024]

GRIL usually prints the monthly revs etc mid month nice recovery today hmmmmm....... 1.11 to 1.25

[Mktman2024]

getting rid of the day traders all hoping it would soar real value buyers moving in

[hgfish]

Yes someone worked hard in ,pre market an after hours, to kill any kind of run here. Maybe they should release news at the open at least any higher priced share sales would show.

[nudie]

Lot of manipulation going on here. Big investors trying to get in by scaring small investors.

[Mktman2024]

Everyone seems to regard Sadot as static....Sadot /Aggia can spin off restaurants . Since they have no debt they can issue more stock grow the business...and in 2 years + plus sell this cash flow operation to many potential buyers for far more than 3-5 a share ....they seem to be in the drivers seat ...This is a no brainer

[nudie]

Q1 out after close. AH now $ 1.90

[nudie]

Muscle Maker Inc. Announces First Quarter 2023 Conference Call.

Tomorrow q1 will be released

[nudie]

What you can read in the report they will try 2 more years to ramp it up with Pokomoto brand. That one saw a huge increase in net sales on only 15 franchise open. With another 45 signed not yet open it might as well becomee a profitable part of the company.

But true the real cash cow is Sadot!!

[Mktman2024]

Get the restaurants on a ramp to break even ASAP ...spin them off and ride the gravy train...
perhaps SADOT might be a nice cash flow acquisition = BIG payday

[nudie]

Thanks for sharing. Saw the report was uploaded yesterday.

Price target $ 4,50. Would mean a 250% roi on current sp of $ 1,34. Nice!
Waiting for the Q1 in 2 weeks, if they can hit a nice profit, word will spread.

[hgfish]

They have a Goldman small cap research report on yahoo finance maybe that will bring in a few buyers.

[sprtcrdlui]

$GRIL Muscle Maker Video over 50 Locations 1000 employees
Thats not counting Pokemoto Franchise. Then Superfit made to meals.
Then add Sadot.
iMuscle Maker Advertisement

[nudie]

The restaurant business is now just a small contributor of total sales. Nevertheless company needs to make sure this business is becoming profitable as soon as possible. Maybe the still to open franchise restaurants (33 in total) will produce the necesary extra revenues.

[sprtcrdlui]

$GRIL Pokemoto Locxations, Growing

[sprtcrdlui]

$GRIL Muscle Maker Grill $35,000 Fee and Ongoing Fees
So owning a $GRIL Muscle Maker Franhise, Must pay a $35,000 Franchise Fee. Also ongoing additional Fees. So i can see $GRIL losing money on all the locations.

[sprtcrdlui]

$GRIL franchise,their Food Busines $162,500 - $337,400
Pokemoto

Then i am sure there is a Royalty Fee. Also buying the food prodcts from $GRIL

[nudie]

So Q1 has around 210M revs. A 3% margin from Sadot means 6.2M net revenues or .20 a share. Lets deduct same loss from restaurant side of sqly and we have a .13 profit per share. Would be a great start of the year.

[nudie]

Q1 23 due out in less then 3 weeks should be interesting. Q1 last year showed loss of .07 ps. I think this year should show a profit of .07 till .10 ps.

[nudie]

With the shares for Sadot, they come out around 40M OS, so probably they wanted to build in some reserve.

But with all cash come in from Sadot, not worried at all they will raise the OS.

[sprtcrdlui]

I think it's great $GRIL buyback of 2 million shares. But $GRIL increased the A/S from 50 million to 150 million.
Not seeing the benefit.

[nudie]

$GRIL 1,40 Muscle Maker, Inc. (Nasdaq: GRIL), today announced that it has achieved top line revenue of over $93.8 million for the month of March 2023.

That is a serious amount, much higher then previous months. If this is the new monthly average Sadot will bring in over 1B sales in 2023 or gross profit between 30 and 40M. That is $1 net profit a share.

[nudie]

Nice!! Share buyback!

On April 13, 2023, Muscle Maker, Inc. (the “Company”) issued a press release announcing that its Board of Directors has approved a share repurchase program as of April 13, 2023.

[nudie]

From pr today!
As of March 31, 2023, Sadot has generated in excess of $6.6 million in net income.

Nice result in 4,5 months. It this continues year net income of sadot alone would be between 17-18M or almost .50 per share based on future 40M outstanding shares.

This has lots of room on the upside, woud not be surprised to see it above $3 soon.

[nudie]

They started buying again, next leg up?

Didnt expect it would go up that quick again, missed the dip below 1$.

[PURA VIDA]

Thank you very much for the response.

You are perceiving it exactly as I am.

It presently looks like we are going to see a drop back until such time as the
Sadot subsidiary brings in more 50+ million dollar months. With time a 3%
margin may grow larger and on that dollar amount may help us get well into the GREEN.

Best of success !

[nudie]

I did expected a less smaller loss, it is still minus .28 per share. Especially labor costs did go up sharply for the restaurant business.

On the other hand Sadot brings in nice extra net profits. If they can continue that it would offset the loss in the restaurant business.

No idea what sp will do, after hours doesnt look good

[PURA VIDA]

Muscle Maker, Inc. Announces 2022 Full Year and Q4 Results

https://seekingalpha.com/pr/19219010-muscle-maker-inc-announces-2022-full-year-and-q4-results?hasComeFromMpArticle=false

After hours not looking upbeat.......

THOUGHTS ?

[nudie]

I totally agree.

Do you think the 2 filed Initial Statement of Beneficial Ownership (3) are the 2 new directors appointed?

If so that would mean in less then 4 months Sadot generated 6.6M net profits or .25 p/s.

[hgfish]

Would that not be a over a 150 million a quarter.

[makinezmoney]

$GRIL: Wow.... Feb2023 revs of $58Milly ????

https://www.accesswire.com/743330/Muscle-Maker-Inc-Reports-Top-Line-Revenue-Over-58-Million-for-February-2023

Mannnnnnnnnnn oh man.......... and only at $1.25 ?

And the market cap on this is onl $38Mill ?????

SADOT division is driving all these Top Line sales right now..............

http://www.sadot-i.com/

Seeemssssssssss way undervalued on Share Price with revenues like that.

This appears to be doing over $50Mill every quarter and could be on track to do $600Milly this year at this rate.

WOW................ and float only $25Milly.

This should be over $6 share from where I see it.

“Our first undertaking for Sadot is focused on agricultural commodity shipping and trading,” said Mike Roper, CEO of Muscle Maker, Inc. “We hired AGGIA to run the day-to-day operations of Sadot. AGGIA’s experience and relationships in the agricultural industry have proven critical in the performance of Sadot to date. As part of our agreement with AGGIA and its key performance metrics, AGGIA earned the right to nominate 2 additional members to the Muscle Maker board of directors. Just last week, the company announced the addition of Hannah Oh and Ray Shankar to the Muscle Maker board of directors effective March 1, 2023. We are very excited to bring on key members with knowledge and experience in international and agricultural businesses.”

Sadot signed a service and operating agreement with AGGIA (“AGGIA agreements”) on November 18, 2022. As part of the AGGIA agreements, based on key performance metrics and subject to shareholder approval, AGGIA can earn the right to nominate up to 8 additional members to the Muscle Maker board of directors. As per the AGGIA agreements, AGGIA can nominate 2 new members upon Sadot achieving $3.3 million in net income, 2 more members upon Sadot achieving $6.6 million in net income and a final 3 new members upon Sadot achieving $9.9 million in net income. AGGIA also will earn shares of Muscle Maker common stock, based on net income generated, at $1.5625 per share.

GO $GRIL

[hgfish]

Go to yahoo finance put in ,gril,click on summary scroll down it i second from top.

[nudie]

Which article?

[hgfish]

Yahoo news 7 days ago said that the company had regained compliance with 1 dollar rule on the Nasdaq.

[nudie]

I wont complain if it hits 95 dollar. Would be a 63 bagger from here

[hgfish]

Yes if it had the same value as chipotle it would be around 95 dollars per share. If it hits 800 million in sales.

[nudie]

So you mean the company has a P/BV of 0,075?
(800m divided by OS of 40M)
OS currently is still 28M but will increase to deal with Aggia.

About the P/BV i can find this:
Many investors believe that a P/BV of less than 1 indicates the stock may be a bargain.

[hgfish]

That multiplier would be of the gross not the net and that could be more then 800 million for the year.

[nudie]

They did at least 3.3M net profit on feb 2, when 2 new board members were appointed. Could we say they will do 13,2M net profit for shipping business alone? With OS then close to 40M it would mean 0,33 profit per share. So even with a conservative multiplier of 10 it would mean a pps of $ 3,30.

Think I now why people are buying here

[nudie]

Where does the buying come from today. Huge buys came in. Did the get approved a continued Nasdaq listing?

[PURA VIDA]

I just sent this to IR

If the company would release some information about any MARGINS on the revenue being created by Sadot llc subsidiary - and, if it was good - we would see the stock price rocket upward and we would stay well above the $1.00 minimum to remain listed - how about posting something for we the shareholder's that has some meat instead of just saying $200 million in sales thus far.

[hgfish]

Yes it it don't make since just a few dollars in buying at the end of the day could have made a difference.

[nudie]

Thats what makes it difficult, if the numbers are correct it is interesting to buy, but the risk ona sell off on delisting news is also just around the corner.

I really dont understand why they let it close below a dollar in January after closing 8 days above. They were just 2 days off to get rid off the delisting notofication.