GENK - A Korean BBQ restaurant chain expanding in the USA Message Board

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Microcap & Penny Stocks : GENK - A Korean BBQ restaurant chain expanding in the USA

GENK 3.050

-0.7%

2:58 PM EDT

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From: Elroy	5/13/2025 7:54:46 PM
	of 16

I listened to the conference call. They believe Q4 2025 sales will approach $75m, without explaining what "approach" means. Sales in Q1 were $57m, $58m is "approaching" $75m! They are opening three stores in south Korea rather than two (in the previous call). Big negatives were Q1 2025 EBITDA margin was about 15.5%, they said March - April and the start of May had declining same store sales (after a strong Jan + Feb) due to the macro conditions (tariff nonsense). Positive - they think they'll deliver full year 2025 store level EBITDA around 17%-18%, so profitability and cash flows are supposed to increase from here out. They couldn't really explain why, but they said in 2024 Q1 was the worst quarter for EBITDA margin, so ..... maybe 2025 is the same! Ok. If they are on a $300m run rate with a 17% EBITDA margin, that could make 2026 look pretty nice in terms of cash flows. I don't know what to make of this result, lots of weak areas so the main items the stock has is a low valuation. I'm going to hold on for all of 2025 and see if things pick up. I do like their food.

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