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I talked to Santa Claus and hes bringing me a new Porsche for Christmas.
I was on the phone with Vladimir Putin and he guarantees me that The war will be over in a month.
After my call with jJeths, He assures me I'll be the manager of the 1st US epiphany store and that I can eat all the donuts I want.
Don't you dare call me a liar!
Give us the name and phone number of the manager. I'd be happy to call him. I wonder if he'll tell me the same thing after he knows that we will confirm his information with management.
And if you're talking about confirming the full fledged actual stores. Financial records have confirmed 7 of them. Did your source confirm the other 60 locations as well? Or are all those fake?
Again, Don't care short term!!@ As an experienced trader you should know and understand what happens during these OTC smack Downs That to this extent only happens Every decade or so.
You think you're the only trader on the only stock site that's talking about some form of stock manipulation whether it's from retail traders or the market makers? I'd say there's at least 1 or 2 making these same claims on the majority of OTC stocks media sites right now.
It's manipulation
The catalyst is coming up in 2 weeks it's gonna send this to the moon
It's revealing its new widget app In a week, It's going to sky rocket
It just announced A Mega deal that's going to quadruple its sales....( Maybe in a year or 2 if everything goes perfectly)
This new CEO came from a fortune 500 company, He wouldn't have taken a job here unless he was sure there was Something to their new product ( Or he just sucked as a CEO)
Here's the hard fact that you and anybody seriously looking at any OTC stock should know or needs to know
1) After so many bag holders have sworn off the OTC... It takes either years for a new batch with new money to come in to give any OTC A chance at gains..OR Some freeing up of disposable income or government subsidies ( Inflation covid over.... Don't look for that any time soon)
2) For the Mass majority of OTC stocks, only OTCQX Level has any hope of finding any institutional money. Without that, Even the greatest cult following can only keep a stock going so far.
3) The better OTCQX and "Freshman" NASDAQ stocks Really only Garner serious attention if they have 1 of 2 things.
A) If they haven't quite broken through profitability, They must have A big new proven technology or product With 100 millions of dollars in sales With guaranteed contracts
B) They may not have quite as large total sales, But big money is looking for companies with A reasonable long history, Year over year growth, The ability to show they can expand and adapt, And show they can do this without consistently taking on debt or dilution And show consistent profit margin.
As far as that last one, How many OTC pinks can you list here that have all of those qualities. The real truth, Like every other OTC pink, Is they still have a long way to go. And yes, There are one of many 1000 pitfalls that could come along the way Is to destroy everything overnight.
I think I speak for most Of those holding long term. Doesn't matter if there manufacturing widgets Or feminine products Or the world's best beef jerky...... It's the management's ability to grow and adapt and bring in those with greater experience And growing a conglomerate.... That's what most are betting on.... Not whether currently The majority of sales are coming from stores or "outlets".
As I believe K said, " Don't want to miss out on the next Dunkin' donuts at this stage Of their growth" ( Or do you think they just got their size they are today overnight)
I decided to do my own little investigation about the donut coffee industry this morning. I sat at the little counter inside a Sheetzf or just shy of an hour between 6:15 and 7:15. They of course have their donut display. 12 trays of 12 donuts each And 4 smaller trays with cookies etc. They went through about 2/3 of their donuts and of the more popular ones they replaced 3 trays. Now in this case they have just the cheap self serve $1.50 per cup coffee.... But in that time I counted 53 going through the register. Given that's probably their busiest time of the day.... It's still impressive to add up the sales for just that 1 hour. Now keep in mind that New Zealand donut shop sell theirs for close to twice, And, While they May or may not go through as many Individually made coffees, they cost 3 to 4 times as much.
I don't care if the majority of them are just a donut display..... Doing the math even if that's all they had... Times 70.... Let alone a 100 or 200...... Their sales numbers are by no means unbelievable by any stretch. And yet everybody seems to be focused on just the cafe.... We know the other conglomeratess make money too.... The biggest unknown at this point is the real estate.
Wait, Wasn't it you that were claiming there were no articles about S FIO And try to manipulate Travel sites to show any cafe cafe other than epiphany?
There are no articles..... Now there are...... It was worth 50 million before knowing anything about it..... Now it's worth less than it's book value may be$5M, or 10... It's a great business in an expanding market, Won't make the mistake of not buying Starbucks when it started......... Nobody can make money on a donut franchise it's just milk toast........ All that volume its share dumping..... There's no trading volume which means S FIO must be a dead company
Pease, MAKE UP YOUR MIND!!!!
Do you have a Docket number for this case of S FIO versus _____. Or are you referring to the missteps by Krispy kreme..... That I'm sure every cafe and donut shop in New Zealand is loving to take advantage of. Baaaahhaaaaaaa
Ya, I gave you a chance. The real reason for the accusations about abnormal share dumping is not necessarily because of these fantasy free shares that were given out that have been miraculously regenerating themselves and dumping for 5 to 6 months.
No, The real reason NOW is some believe there are competing groups of investors using various media sites to to play back-and-forth with buying and selling to keep the price under 2 cents. While that's definitely possible and not unheard of in the OTC, It's just another excuse to downplay the fact that the market IS BAD Across-the-board.
That 1 comparison I gave you is just a tiny tip of the iceberg. On any given day you have an OTC stock OUT OF THOUSANDS, run anywhere from 30 to 200%..... And in 99% of the cases they bleed back down close to their original price anywhere from a couple hours to a week later. We have even seen this with SFIO. So yes, There is no mystery here.
And now the claim is back that they have said they have one billion in is real estate portfolio. 1st, I've never seen them disclose any amount and 2nd, Those that claim that can't even tell if it's pesos or dollars.
Most of us have acknowledged they're going towards more partial or affiliate store sales than large stand alone cafes. And yes they've closed a couple down which is not abnormal, they're just trying to figure out what their best markets are. Absolutely nothing a Starbucks or Duncan hasn't done multiple times!!. Personally I think it's good they're going away from standalone stores but that's just me. It might be some combination but as long as they're expanding that's what's important.
As far as claims of having talked to individual store managers.... ONE individual manager. We will believe it when they provide a recorded conversation or a direct cell phone number so the rest of us can talk to them as well.
Now, how about...Reasons given that SFIO is a scam.
They sell donuts nobody can make money selling donuts
They are not all standalone stores so that obviously means the rest of their locations are some guy standing at the corner with a tray of donuts selling them
Most Those other conglomerates are obviously fake. The accounting firm is not legit because we believe they only serve a few farmers and janitors.
Speaking of farmers and janitors, That's what Jeth's was before starting the cafes.... Wait... I meant plumber
We know for sure but have no proof That the price has been down Because of endless dumping of free shares, that after this long must be must be more than a total of all unrestricted shares....noooo, wait... It's really because competing groups in SFIO media groups have been conspiring to keep the price under 2 cents.
They claim to have a billion dollars in real estate assets.... Even though they've never posted any numbers or made any claims officially to these numbers..... And we can't tell you for sure whether that's pesos or dollars.
If it wasn't a scam, then may be this 1 0TC stock, That does not even have "cult" status, ...out of thousands... would for sure break free of its Current price and go to way over 4 cents a share.... Where some are willing to buy 5 million shares.... Of this worthless company of course.
Some obscure student group In a foreign country made, may be 30 seconds worth of claims...On their non English-speaking closet blogcast against serve bank.... way Over a year ago , Led completely by one individual that hasn't been heard of since....must be true!!!
Milk toast, Milk toast. Milk toast!!
So I guess everybody can judge for themselves if those are legitimate reasons.
A couple individually taken videos About or going to an epiphany cafe.... If somebody wants to translate lol
The idea of having a warming Shelf not only unthawing them but Keeping them "straight out of the bakery warm", Would work great, lol.
Looky here, A couple locations they don't have listed. I wonder if they're gonna keep those permanent. I'm guessing venus like this could really turn some profit, Of course I'm guessing that's not on everyday thing.
https://www.skystadium.co.nz/fanzone/news/single/going-to-all-blacks-v-ireland-test-match
Why hasn't Humble version 2.0 been announced yet ? Funny that that 1 is actually now almost getting to the point of being Only slightly overvalued.
I always assumed it was the actual product but it would be interesting to find out for sure. Let us know if they reveal it to you. I vaguely remember something about maybe waiting to put frosting on or something..... I could be crazy too
I will tell you how they could kill 2 birds with one stone.... For the life of me I don't understand why other doughnut outlets don't do the following. Maybe it's just me, But I remember my mother making donuts from scratch. They never tasted better than 3 or 4 minutes after they had partially cooled down but still significantly warm.
I always thought it would be a fairly simple and somewhat inexpensive Set up, To have your donuts sitting on a very low temperature warming plate. This could be used to defrost the donuts and keep them Soft and fresh much longer. It might dry them out after a few hours but in most cases they would be long gone. Somebody pitch that idea to management!!
Touche, Yeah I tend to forget about the other things. The one thing I'd like to get confirmation on Is what extent is there arrangement with metro mart? Is there set up more like a kiosk with both bakery and coffee items? Like the in store partial dunkins at convenience stores.... Or are they more of a Krispy kreme type set up.
Wether breakfast or dessert.... Donuts are definitely in the "comfort food" sector.
I can't wait to see how they set things up in Dubai. My father told me that during the war, Even in auction situations, Certain farm equipment couldn't be sold above a certain price To keep anybody from price gouging. But you could buy a couple chickens for a few $1000 and they throw the tractor in for free!!
In Dubai they could sell one of their donuts for $200,000 and throw in a condotel for free.
But is that the same freezing type technology that S FIO uses or something different.. I've never heard them say they use liquid nitrogen. I've seen a place where they took all the ingredients and made ice cream in 5 seconds using nitrogen.
At least 7 full stores..... keep up (wo)man
Yyaaawwwnnnn!!!!
I created my own "NO" list that in my opinion,, Relate to those investors I feel haven't fully accepted all the Positive aspects of S FIO as a global conglomerate.
No Standard for stock valuation just random Opinion.
No understanding Of growing by volume like Krispy kreme compared toIs high overhead stores.
No understanding of the level of experience one must have to be in control of a family office
No understanding that epiphany is just part of a larger organization with many of the other companies showing profit.
No understanding of the idea that New shares are not magically created every time somebody buys or sells stock
No skin in the games for say, 18 months.+
I have to admit I'm not sure how this freeze process works, But if as I understand it, a donut or whatever Will come to a full fresh Status after sitting at room temperature for a while. If it is as it says, I can see a whole lot of great benefits out of that.
1) Each location can store a backlog of any donut or keep more of those that tend to be more popular. My biggest issue is going to any location after noon and finding they only have 2 or 3 selections left. They could continue to put out fresh ones throughout the day.
2) There's a reason a lot of these places sell their donuts at half price after 4 PM. Granted you probably won't have as many donut sales after noon. But if you can put out fresh ones, I'm sure you can squeeze out a few more sales without compromising A reputation of being stale. Is
If anything, And word got around your donut stayed fresh that far into the day..... Might boost your reputation And therefore sales
You need to stop accusing them of "guilty until proven innocent". We have established most of these are not full fledged storefront operations...what more do you want? Krispy kreme has mostly " affiliated sites"...would you doubt if they added another convenient store chain a or grocer outlet that jumped their locations by 50 or 100 in a short time.
It has been established the full stores alone make SFIO undervaled as far a MC goes. Add the others companies revenue to that and walla... better than 99% OTC that aren't even profitable!!!!!!
You should clarify that those(if correct) are the full fledged storefront locations that are registered as stand alone businesses that we know for pretty sure. Thats about what I found with DnB search. An 8th was temporarily closed and we don't know the long term status. Those 7or 8 stores generate between $9-10M in sales.
Its typical that a few would not make it at any given location. We know Dunkin and Starbucks close stores all the time. We don't know the size or exact "relationship" with the other 57 locations.. sorry, other 62 locations as of recent announcement. Sounds like they are going into more Metromarts as they start and the first few sounded like a "test run" to see if they were compatible.
As far as accusations of no "print recognition" as claimed by one....add to my other rebuttal lists a few more.
Look at this on, another "best of list" this year
https://secretchristchurch.com/best-freakshakes-christchurch/
One of the posts stated Epiphany was not on this site of cafes....yet there it is!!!! (Site can be manipulated to show what you want)
https://wanderlog.com/list/geoCategory/293243/best-coffee-shops-and-best-cafes-in-waikato-region
Here's a few more print articles in mags and papers and we sites...sorry, that don't exist to some!!!
https://www.yumpu.com/en/document/read/66066385/the-star-december-16-2021. (page 46 takes about Epiphany partnership with Metromart)
https://franchiseexecutives.com.au/nz-chain-epiphany-cafe-enters-us-market-ahead-of-asia-pacific-expansion/
https://www.westfield.co.nz/story/74WrperKMf4nV5KoWRCO3h/how-to-throw-an-epic-birthday-at-home
https://www.google.com/amp/s/www.kingofcheatmeals.com/auckland-eats/epiphany-cafe-botany-donuts%3fformat=amp
https://www.temirowoolshed.co.nz/wedding-venue
https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.tetotara.school.nz/newsletters/347-8th-march-2018%3Fdisposition%3Dinline&ved=2ahUKEwjSqNrDoaL6AhX0j4kEHRs4AkI4FBAWegQIDRAB&usg=AOvVaw38pWtWV1ExJjeYPN0Wz-sd. (School serving epiphany donuts)
Ya, ya, under one. Heard that...but why 7 months out...at least predictions are a little more cautious these days. Lol Funny you should mention overpriced, and then "these products"
"should advertise on Pillow Guys ROKU TV networks... HAHAHAHA! Sorry has to be American Made product their Marketing won't Allow Foreign Products."
Don't you remember Giza sheets? Because southern US cotton isn't as good as middle eastern...baahhaaaa.
Why don't you just come clean to everybody else your real concerns for what you see as price fluctuations. We have heard the "operational objections" and most either reject the severity or trust management is adapting as necessary..
Nothing abnormal about SFIO trading that many/most other OTC hasn't been seeing I'll post this comparison again...everybody in same 20-21 bagholder issue...OTC stocks have to much " left behind" stigma to recover soon.
Heres the point Ive been trying to make; AABB showing Annual sales of about 2.77M, at a MC of $150M that gives it a PS of 54(higher is NOT better) Net neg profit
HMBL Sales ~4M, MC 71M, PS 18 still net neg profit
DPLS Sales ~11M, MC 156M PS 11 net neg profit getting better
ILUS Sales ~ 30M (last quarter was huge spike, probably not ongoing) MC 130M, Now, PS down from recently around 10 to 4.5. Barely profitable
Look at our SFIO: Sales ~ 25M (will assume till audit), MC 23M, PS......0.92!!!! and let not forget profitable!!! Positive Book value.
Even if they are fudging the numbers by 50%, they are outperforming these...and 99% of the OTC stocks.
Are they perfect...No!! But I do think some of this new management will sort things out. As Ive asked, until OTC becomes credible again....what better bet you got?!!!!
How many times do I have to disprove this till you stop posting it. And the ones below aren't even the articles about being the best franchise of 2018. There a few more than I posted. The "stuff.com" is a site that tracks NZ major newspapers. Go to their site and type in donuts. You get a few articles about a handful of "donut shops or cafes". Usually those stores I'd classify as marketing themselves as "gormet". There are literally thousands of donuts and cafes in NZ. 95% have NO print or magazine articles about them!! A few very unflattering ones about about Dunkin and Krispy. BTW way, only 15 Dunkins and something like 7 Krispy creme stores in NZ.
I think we have established that they are going the direction of partial stores, kiosks or affiliate stores like metromart. That may be the best way. KK survived that way in the U.S. and in an article about their history they said worldwide expansion is what saved them from extinction. I'm sure the world new nothing about KK....but they used their model of small affiliate locations are made a come back in unknown areas.
I also showed the DnB info that the 7-8 provable " Cafes" have annual sales avg around $1.45M....that $10M+ of SFIO revenue alone. DnB also shows Gorgous and Ardent having close to another $5M and Accord almost $1M. We also know Big Lous went away from stores and looking at more wholesale and has contracts for Millions. Making SFIO STILL way undervalued. (Sorry to those that just make up any unsubstantiated number)
https://www.stuff.co.nz/life-style/food-wine/reviews/103642529/quick-eats-and-treats-that-shine-in-the-waikato
https://www.stuff.co.nz/waikato-times/news/hauraki-herald/100210291/whangamatas-blackies-caf-at-the-beach-wins-peoples-choice
https://www.stuff.co.nz/business/102250780/donut-specialty-cafe-from-hamilton-looks-to-expand-into-asian-market
https://secretchristchurch.com/best-donuts-christchurch/
https://mainhall.com.au/doughnut-shop/
(You will notice on this one, 3 Epiphany stores are listed)
https://www.westfield.co.nz/story/zAg6GIYjYAdCbup01aj9K/catch-up-on-convo-to-get-you-socialising
https://www.google.co.nz/amp/s/www.angsarap.net/2019/04/18/epiphany-donuts-north-shore-city-new-zealand/amp/
I sure hope they don't have a brand name recognition like Mr. My "I sell" Anything. That would be a disaster for S FIO. These days the success of any product or brand as you say, Really doesn't matter a whole lot of the quality of what's being sold..... It's how well you're marketing The productAnd what expense you'll go to to sell overpriced items. My pillow is a perfect example. $69 For a pillow with essentially torn up foam stuffing inside of it..... Yeah right!
Not the quality doesn't help, But the clue is being smart about your marketing and and where you're doing it and and the audience you are shooting for. Lindell blew up at least half of his market By coming out as a coock. That's why he almost have to give stuff away at this point.
And some here talk about marketing a foreign product From a place like New Zealand. If anything Americans love a good foreign product...often more than US BMW, Nestle Netscape, Danone, Sprite, Any of the Unilever brands, few dozen European perfume or wash product, about half the bottled water products,etc.
Ultimately its in the distribution and marketing. If this freeze thing increases efficient and longevity...might be the different to succeed.
Inexperienced? How many people run "family offices" . BTW, "family offices" in the US avg. $800M .
Reverse split after you (all by yourself) convinced them not to...which is it?
Overpriced? You didn't think so before sold. $50M I believe..not even knowing their sales at that point. What you base your valuation again?
The only issue with the price is the same with 99.9% OTC...nothing abnormal. Here is the same comparison listed last week. SFIO is actually better than most.
I should have clarified, "All the shares" was sarcasm for the implication by one that it is a share selling scheme...which kind of needs a neverending supply. If this "retail" manipulation is happening, which some where saying on telegram before I was cut off..and is becoming more accused of now.....those involved would be worst than payday lender that charge 25% and $50 to cash a check.
If you had to guess, how much of unrestricted shares are held by longs?
While I dont think it good to unnecesarily slam a company to bring about a desired action...I do agree they need to stop dragging on the info about an audit. Not sure it would help alot in the current OTC environment to spike price, but it would at least take away a lot of the doubting aspect of any future they have. Ive strongly requested this on thier twitter. But it may be time for a conserted emailing to management about the concern of its continued delays...and its effects on the price and long term trust
CALLED IT!!!!! They responded to a question on the twitter about the Moraya site and stategy. Many of us have the larget concern in that RE may end up being the deciding factor on SFIO success in the mid term. Yes, RE in dumps but does tend to turn around quickly. Plus, I doubted these "resorts" were something for the lower or even middle class Filipino!!! They basically confirmed that,... "we're setting up our Dubai office for our partners and agents who'll do preselling and marketing". Always thought setting up Cafe couldnt be the real reason for an office in the one place with the world highest per capita income...and where taxi are Porsche and Lamborgini?
Luyton is small stuff I realize but could see it turning into something..neat to watch. Physical vrs affiliate. Sales recorded? Good questions? Its obvious that they have regrouped and gone towards a direction of smaller footprint. If so, there expansion may look impressive based on simple numbers of locations. Krispy kreme went this way. How do they service so many "Jiffy card tables" as someone put it. Central bakeries and delivery strategy?. I dont like the idea of NASDAQ billboards but I think they are concentrating on name recognision.
I dont know if the "freeze" thing is as good as described..but if it does work, I can see these smaller setups able to hold onto inventory much longer...less delivery, etc.
They DO need to work harder to ensure quality and customer relations at the larger stores..which again, is probably why going to situations were they dont have such feedback.
Ecouraging, seriously!! lol So total number of shares traded every..7.6 years!!! Doesnt that mean that a large number of shares are held by long term holders? Only the flippers and growing impatient trading? Oh,oh wait..what about all the shares they are selling ALL THE TIME apparently.
BTW, gota love the MM. 700 share sell for $0.0126 this morning
Still not seeing any post of better OTC plays rght now. Could stick in worse ones like BTD* or FRZ*. But I couldnt compehend following or sticking with such crap like those for a year or more.
Now I do understand where milk toast comes from, WAWAS only in the New England area..and I think they might actually offer Milk toast. They did get a jump on the ressession though...been overprice for YEARS.
Stil claiming share selling. Can ANYBODY show me or prove to me they had added tons of shares lately...oh, ya, reduced them!!
Still like some these sentiments better: Thought the Rev estimate was funny.
There is actually a decent biz model here. in an little explored market tooo. would like to see fins. I had since .006 and glad I forgot about this. Almost sold Monday, and didn't so I began researching. Hated Starbucks when it was this small and was proven wrong. Never again.
If the Company continues to show Sustainable earnings I will swoop up Much More than I currently own and ride the patience train.
Each location will have Annual Gross Revenue of between $100 and $500k at best. With a Net Proceeds of Maybe 15%. ---- oops, wrong!!
Whoever Guesses Closest to the Quarterly Gross Revenue, wil?l be Master of the Penny Stocks. What is your Prediction of the Next quarterly Gross Revenue? Here is mine...$321,273.00.......OOPS
This aint going nowhere. Pure crap..cant get anything going. Its a Milk toast company built of hope that someday it will get tractions...Forget Milk toast....its not even the milk
FOUND MORE!!!
The NZ tax register has more companies under just Epiphany and a couple are registered under "Epiphany donuts" With these new ones, that puts Annual sales to around $10.5M for 7-8 stores. As far as the other smaller 56 locations...we dont know. Takes a little investigation due to these aliases and some addresses are residence/office and not actual stores. Of the larer stores, it looks like we are looking at sales around $1.4?M
This is the Retail 10, Kmart Trade Central, 1490 Amohau Street, Rotorua
Listed under ALL STAR NEW ZEALAND LIMITED Annual sales $1.36M
https://www.dnb.com/business-directory/company-information.accommodation_and_food_services.nz.na.rotorua.html?page=7
EPIPHANY DONUTS NEWTOWN LIMITED. on Google says Tempoarily closed so who knows if they are redoing or whatever, This is a Store front operation. To many food places in Wellington, couldnt get to the sales numbers but still showing as registered on not closed or removed.
Epiphany Donuts Waikanae Annual sales of 380K Stall at open shop
Are you implying they have revenue in the US...Great, where? Did YOU actually call them?
May be you didnt read #90296. Of your "tax bureau" names, only one had the address of any actual Epiphany location. If the others are "stores", that doesnt mean there arent more just not registered. Smaller kiosk and partial stores would likely not be. If they ARE stores, 6 show up on DnB database with combined annual revenue of $8.93M. Imagine if the other 59 smaller, or partial locations are generating only 20% of those (another $17M) GC and Ardent another $5M.
Curious, If the Statement "holding long" still applies?
Chaos is refering to the requirements for OTCQB or OTCQX, the next tier up. They must have audits before moving up. In the case of NASDAQ, normally 2 years are required but RM have exeption that requires an audited statement only a year out. Foreign has nothing to do with it, There is an exemption for "International reporting companies" but they must be and have majority shares traded on an acceptable foreign exchange. Idea being most of those also require enough that the US will expect them.
Yes, Yes we know they need an audit to move up. Other than Nasdaq time requirement, they dont need to move up till they ARE more realistically able to move to Nasdaq. Sorry to shoot expectation, but Nasdaq is probably a good 1 1/2 - 2 years out no matter what (that would put about 6 month to get audit done). About the only thing uplisting would do right now....Is a "catalyst" price spike...that in todays OTC, would bleed back down to the price close to where it began.
For the billionth time. until OTC has some recovery and the '20-21 BAGHOLDER stigma has been forgotten......this is a long term hold!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
There are accusations that certain "supporter" groups are manipulating or even coordinating attacks on the price to stay within a certain range (the kind that cant make money investing on fundamentals and need to live off newbies or take advantage of the flippers they know tend to come out near quarterlies or catlyst). SFIO is not by far the only OTC with these shinangians and in the long term it dont matter (unless one succomes to selling do to impatience).
I'm betting on the history, expansion, the new management, profitability and lack of toxic debt and constant dilution you see with most OTC. Mistakes, taken advantage by Hatadi, reevaluating and adjusting distribution strategies....yes, yes, we know, we know!!!
Approximately 60% of restaurants fail within the first year of operation and 80% fail within the first five years. Less than 5% of those go on to start a second store. Since 2019, chains have been decreasing (see below), they are expanding(even if adapting type). How many go onto establish multiple "chains". How many of those expand to other industries that compliment each other and form an actual congomorate? Hell, I kind of wish Jeths was a plumber...that would make this growth even more impressive and prove it was do to perserverence.
Read "The Outliers" and you will know what I'm talking about (Gladwell unveils studies and similarities that point to opportunity, timing and 10,000 hours of practice as keys to success rather than sheer talent.)
Dunkin’ experienced a year-over-year decline in stores in the city for the first time since we began tracking chain stores thirteen years ago. Although Dunkin’ still has far more store locations in the city than any other national retailer, it has 18 fewer than this time last year. The city’s other big coffee chain, Starbucks, closed even more stores (49). Metro PCS, the city’s second-largest chain retailer, shuttered 135 stores over the past year—a bigger decline than we’ve recorded in any borough since this study began.
Interesting that the group of new found supports that showed up a few weeks ago...and again within the last week...have found other things to do. Might be back to the few regulars.. Hope more stick around.
Yawwwnnnn, ya, ya, Food industry bad, franchise bad, no this, no that. Value less than entire book value...Anybody else heard these claims before.
All I ask is for PROOF that there is ongoing.dilution. Every time you hear they are "selling paper". Can somebody show me where they have ADDED more shares lately..beyond the Reg A offering that they made up for by canceling orhers.?
Even that Reg A was a small percentage.
I look forward to these and other updates...for another 18 months!!
Unfortunately market is still a c*** and we probably won't see anything Till next year, Time to accumulate.
I found that Luyten 3D company. Being relatively new, kind of surprised its doing about half Million a year. They are only partnered, but that Nuerosky has about 1.5M in sales. Of course not sure how current either of these are. A couple of the Tech companies are listed. But almost all companies in their specialized categories show not sales numbers.
FOUND IT!!!! Actually thanks to Chaos!!! GREAT NEWS
OK, When looking under Dunn & Bradstreet NZ, I couldn't ever find Epiphany, searches came up with different Businesses but none that said Epiphany! Thanks to Chaos and the NZ business info, it finally occurred to me that these were listed under other Aliases. So now knowing these company searches were coming up with "some" connection to the word "Epiphany", and with that list...was able to weed to the few.
Below are the links to the lists of registered businesses under "food places" in New Zealand. Of the ones (aliases of Epiphany) listed below, only one has an address of an actual Epiphany location. The rest of these may be stores or they may be accounting for other aspects of Epiphany . Some had "names of contact", as current officers, others, names I did not recognize. But Im willing to accept they may all be stores
Now heres the thing, Unless you have a paid DnB acount, all you can find is basic info...rarely any sales numbers under their profile. However, if you look at a list of businesses under their catagory (restaurants)...and you can break it down to the town(otherwise your searching 17,000 businesses, 20 at a time).....whalla....Annual Sales numbers!!!!!
Now, keep in mind, DnB is notorious for showing numbers from up to a year or 3 back, unless you pay for current info. But heres the news that may set at ease. The lowest of these sales is $1.41M. The only one we know for sure is an Epiphany location, has $1.46M. If these are all full fledge stores (there could be more not registered)....That makes these 6 (in THEIR database) producing ....$8.93M annually. So now add all the other 59 "smaller locations", Think they could add up to that much together?? OR More???
Oh,oh, it turns out I was wrong about Gorgeous coffee..its actually $2.53M AND
Ardent Barkers $2.33M
https://www.dnb.com/business-directory/company-information.wholesale_trade.nz.na.hamilton.html?page=13
Even Accord brings in $0.95M
https://www.dnb.com/business-directory/company-information.wholesale_trade.nz.na.hamilton.html?page=1
That comes to $14.74M !!! for those companies we have numbers for. Sorry, could find or get to the others but they might be under aliases of some kind too or buried in the searches(only allows 20 pages).
This Dun & Bradstreet is probably the premier database and analytics company in the world, around for decades and "their" sales are in the Billions. Institutions use them to check on companies for credit reports, history etc. Most don't take the chance to submit false or highly inflated financials.
Hope this helps...again, thanks Chaos
Warning: often these links dont work on a phone, only desktop.
https://www.dnb.com/business-directory/company-information.restaurants_and_other_eating_places.nz.na.rotorua.html?page=3 Brightstar DJ Limited $1.46M
https://www.dnb.com/business-directory/company-information.restaurants_and_other_eating_places.nz.na.hamilton.html?page=7 GOLDEN ISLAND LIMITED $1.56M
https://www.dnb.com/business-directory/company-information.restaurants_and_other_eating_places.nz.na.hamilton.html?page=8 AVB GROUP LIMITED $1.46M
https://www.dnb.com/business-directory/company-information.restaurants_and_other_eating_places.nz.na.hamilton.html?page=9 4SWEET IDEAS NZ LIMITED $1.46M
https://www.dnb.com/business-directory/company-information.restaurants_and_other_eating_places.nz.na.hamilton.html?page=7 ENZ COMMERCIAL LIMITED $1.58M
https://www.dnb.com/business-directory/company-information.restaurants_and_other_eating_places.nz.waikato.cambridge.html?page=2 WHOLE LATTE LOVE LIMITED $1.41M
Good question,may be thats part of a learning curve. Funny you should say that, found this while researching
https://topfranchise.com/articles/best-food-truck-franchise-opportunities-in-usa/
BTW, anyone heard what a fair or carnival truck makes on a good day? $2-4,0000
Recognision is the key..and looks like that what they are focusing on...good or bad
BTW, appreciated the reduction in "tone" here today...hope it continues.
That varies from just a rack of donuts like most KK convenient drops, to partial stores that sell multiple products(donuts,trets, coffee) to full fledge brick and morter. as little as $100K to$1.6M. Often coffee outcosts donuts by alot. (how can something with "costs" of pennies per cup, Cost $5, is it just me but are people crazy?) Epiphany is some combo of this. Big Lous looks to be morer of a wholesale operation. Keep in mind also that like Canada, Donuts,coffee etc, even after conversion, sell for probably 50% more.
Of course name recognision can make a huge difference. More outlets, the farther the word gets. KK built this way
Whether big or small, its expansion ability is the question for me. Heres a few articles
https://franchisebusinessreview.com/post/dunkin-donuts-franchise/
https://www.vettedbiz.com/scooters-coffee-franchise/
http://www.lilorbits.com/startyourownbusiness/mini-donut-profit-margins-lil-orbits-roi.php
https://www.profitableventure.com/income-donut-shops-make-margin/
Everybody needs to keep in mind, while a good chunk, Epiphany is not all the income. I would like to see how the Ardent bakery breaks down...how much to Epiphany, how much to other retail....inon Epiphany sales.
Most probably blow it off, but what about AG Arcitrectual firm. They may not be the contractors, but Depending on the involvement they garner 4 to 8% of a commercial construction over $3 million. For that Swiss-Belsuites Hotel your talking $10M easy. That $500K for that one alone. Firm that good probably does a number of small projcts per year
Lets not foget the Accounting firm moving to new building. I dont care if they are working for CEOs or a janitor, the customer base seems quite large and growing.
Also be nice to see the other congomerates. Of course the big unknown are the Real eatate projects. i hop construction was not begun without some serious presales!!
Im frustraded that they have been dragging their feet on auditing...it is not required but practically necessary. They have to be done at least a year before Nasdaq uplist. If they are having logistics trouble then spell it out, but dont keep promising. on that Ch and I can agree.
Spoke with US coffe distributer. They sound frustrated by the shipping delays(worldwide problem) and customs issues with one ingredient that held things up. Cra** happens..just keep us informed.
Even revelations of possible limited retail price manipulation from "supporting groups", not at all unique to SFIO, but just another potential hurdle that may soon be investigated and dealt with!!! Hope we dont get to noticed by PnD "packs"
NOW, given all this and all other "concerns" about the companies directions, thought it might help to put together this comparison.
This is a chart of price action since the beginning of the year. As comparison with SFIO, I added 4 other stocks that have either a "cultist" history or known or active on media tracking sites. AABB, DPLS, HMBL, ILUS. You will notice SFIO has lost the least and most all are down over 75% from highs
Heres the point Ive been trying to make; AABB showing Annual sales of about 2.77M, at a MC of $150M that gives it a PS of 54(higher is NOT better) Net neg profit
HMBL Sales ~4M, MC 71M, PS 18 still net neg profit
DPLS Sales ~11M, MC 156M PS 11 net neg profit getting better
ILUS Sales ~ 30M (last quarter was huge spike, probably not ongoing) MC 130M, Now, PS down from recently around 10 to 4.5. Barely profitable
Look at our SFIO: Sales ~ 25M (will assume till audit), MC 23M, PS......0.92!!!! and let not forget profitable!!! Positive Book value.
Even if they are fudging the numbers by 50%, they are outperforming these...and 99% of the OTC stocks.
Are they perfect...No!! But I do think some of this new management will sort things out. As Ive asked, until OTC becomes credible again....what better bet you got?!!!!
Give it time, George will screw it up somehow. All those happy Canadians.
I have from the beginning been most vocal about concern for this expansion. I understand the concerns about the markets in the Philipenes and they should be taken seriously, but the recent posted assessment DID have a glimmer of hope for them coming out of it better and faster than most.
I also think that since part of the plan is looking at more "retreat" type developments, normal real estate/housing issue would not be as pertinent. I honestly think the Dubai expansion is for a foothold to get in with and market to the stupid wealthy there (they dont care about "housing" construction or vancancy levels..as long as THEY dont have to be near or see it!!!)
This is an area I would like to see more detail. I suspect, some or that has been pushed back...which doesnt bother me at all. What Id like to know more about is the Luyton 3D printing. Their videos seem to concentrate on building these very simple, small, but nice and efficient homes. Print aspect of concrete allows them to form strange shapes and walls that are easier to put together in these compact "huts". I think that COULD be a big money maker if we get past recession.
desctruction as predicted,LOL Thats fine to wait for audited..Id like to see that too..but if anybody in business is honest, things like that do take time and they even admtted multiple locations has proved more difficult. Its obvious, as you have pointed out, they are gearing towards smaller, in store setups. Keep the good core stores and expand volume outlets (not as noticable in the short term, but low overhead and less chance for bad reviews). Metromart is expanding and taking Epiphany with it (most dont expect the same level of quality in a store opperation). Personnally glad to see the direction, worked well for KK. Look at the post I just did in response to K
Big lous also went away from more store to new contracts with convienet stores and grocers...which I dont think is coincidense for buying them out!!
Just my opinion, but if manipulation is going on, better to not feed fire to promote reactions that cause price swings. When,if, they get there feet, and OTC comes back, they will either be there or not...everyone knows the risk. If some swing traders or day traders get stuck, not that concerned about them...they get stuck chasing all the time,lol.
Creating doubt while waiting just make it harder when/if they get audit. I make my frustrations known on their twitter...and often they respond, honestly, how many companies do that?!! As I said, just the evidence they are NOT constantly diluting means they are doing better than most in the OTC...thats been my most convinincing reason to stay.
I glad there's more serious discussions forming finally,, back and forth is fun,, but Actual pertinent aspects have been lacking.
If they WERE heavily diluting(selling shares as you claim) on a regular basis, like MANY other OTC that you don't seem to have the same concern for, then we would be more likely to believe the assessment.
I do believe in general the management is trying to put together a successful conglomerate and connections, like the new President, is apparent to that purpose (average "Family office", of which he runs, manages $800M in assets)
It is obvious that they are working towards less storefronts and more in store setups like Krispy Kreme. Which has a lot of good lessons Given they were close to demise, twice
These are from an article about their growth:
"They grew faster than they were being efficient." He did, however, foresee a brighter future for the company under new management, and this proved to be the case "
"While he said they made some fundamental changes such as implementing cost-cutting measures and improving communications, one of the keys to the chain's financial turnaround lay in international expansion. In light of the SEC investigation, the chain couldn't add any more domestic franchises until they cleaned up their finances, but they were permitted to abroad."
Efficiency and broadening reach. Sounds like what's going on.
Reverse split Would be a death blow until they had everything in place to uplist. Doubt new management is looking at that soon.
Ultimately, they are obviously Making it for the most part on the profits they generate. The proof is EXACTELY that they are NOT constantly diluting. Anybody DDing MOST OTC stocks, Especially the cult ones, Knows their adding shares every few months. SFIO is A c*** shoot like 99.99% of the OTC. BUT. ..trying to imply they are worst than most...facts just don't support that theory.
Chaos, glad the real reason has come out. You can post your "info" and evidence.....or I can!!!! Not buying it on the surface due to post veracity, but this needs to be let go no matter what manipulation is going on. Full truth exposed!! Tends to stop shinanigans. Telegram be damned if is the case.