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DOM Domino's Pizza Group Plc

324.00
4.20 (1.31%)
12 Jul 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Domino's Pizza Group Plc LSE:DOM London Ordinary Share GB00BYN59130 ORD 25/48P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  4.20 1.31% 324.00 323.00 323.40 323.80 318.00 318.00 440,506 16:35:06
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Food Preparations, Nec 679.8M 115M 0.2913 11.09 1.26B
Domino's Pizza Group Plc is listed in the Food Preparations sector of the London Stock Exchange with ticker DOM. The last closing price for Domino's Pizza was 319.80p. Over the last year, Domino's Pizza shares have traded in a share price range of 282.40p to 427.80p.

Domino's Pizza currently has 394,742,427 shares in issue. The market capitalisation of Domino's Pizza is £1.26 billion. Domino's Pizza has a price to earnings ratio (PE ratio) of 11.09.

Domino's Pizza Share Discussion Threads

Showing 4901 to 4924 of 5000 messages
Chat Pages: 200  199  198  197  196  195  194  193  192  191  190  189  Older
DateSubjectAuthorDiscuss
24/8/2022
18:28
one thing to watch - kandola, who owns around 200 franchises, has continued to buy up more stores, increasing his clout. those stores would have a capital value well in excess of £200m.

the background to the franchisee dispute is that along with kandola, there is another group owned by moonpal grewal singh, who also own 200 stores+. gone are the days where stores were opened by small time store managers taking the next step. they are now sufficiently consolidated to stand up against domino's pizza group and negotiate with a degree of power.

but store openings are a win win. franchisees spend roughly £300k to open a store that's then valued at £1.2m+.

m_kerr
02/8/2022
07:45
Half year results published today.
OK full year guidance maintained for 2022 but ......
Were the Sunday Times right - not long to wait.
Suet

suetballs
11/7/2022
09:49
However DB says buy with a tp of 355p.
Who the hell knows anything these days.
Suet

suetballs
11/7/2022
07:48
This weekend's Sunday Times has put up the sell sign.
Suet

suetballs
04/7/2022
13:01
my best estimate is they will generate around £1150m free cash flow in the next 10 years, broadly equal to their current market cap.

my assumptions are 2% like for like sales growth (they have been averaging around 5-6% in recent years), and 40 stores added per year up to a max of 1650, and they have a history of converting profits into cash.

m_kerr
04/7/2022
07:25
Hi m_kerr.

Very good analysis of the company.

The company could pay out more in divis, and of course there is the German option payment early next year, which should be payed out as a special divi.

The share buybacks are not really in the shareholders interest.
Every time a share is bought back it has to be paid for, that cash must come from the company bank account on the balance sheet.
Every share bought back weakens the balance sheet.

When I buy a share, I do a due diligence of the company, this will involve looking at the the companies net cash, or deficit.
I will discount the cash against the shares in issue.
That's why I think share buy backs are a waste of cash.
Except, when the share price is less than the net asset value of the share, then fill your boots.

Santos123

santos123
29/6/2022
16:41
on a market cap basis, if they stopped buying back shares they could distribute about 6.5-7% per annum in dividends. very cheap for what is effectively an annuity like income stream that should rise by mid single digits per annum.

now that they've only got operational responsibility for UK and ireland, it's a relatively straightforward company to run now, meaning that they shouldnt lose any momentum as a result of the CEO leaving.

m_kerr
17/5/2022
12:04
Pretty poor show that the Chairman couldn't be more hospitable to the 2 shareholders that pitched up.
Pure arrogance on his part.
Suet

suetballs
17/5/2022
11:48
Hi Power'D'

Thank you for your reply.

On page 37 of the Annual report and accounts, it says:-

We maintain a constructive dialogue with shareholders and engage with them regularly to understand their perspectives and ensure these are considered in our decision-making.

Fine sentiments, but seem to mean nothing in reality.

That's why I say Bad Governance, see last post.

Brian3777

brian3777
17/5/2022
11:29
Hi AA29

Thank you for your reply.

I see the German business is on the balance sheet as £28.9 million.

The PUT option is believed to be between £70-£100 million.

So if the company sells with the CALL option of circa £125 million.
Then that's circa £96 million above the price on the Group balance sheet.

This years Statutory profit was only £78.3 million.

So you have wonder AA29, why the Chairman would not want to answer questions about the subject to a shareholder, this amounts to bad governance, as in E.S.G.

Also, I can not understand why there is so much shorting of the shares, I think some people are going to get there fingers burnt.

Brian3777

brian3777
16/5/2022
18:28
RE:3494

Thank you - sad that only 2 shareholders turned up. The chairman should have made an effort to engage with the people that did make the effort to go.

powereddrones
16/5/2022
17:25
Strange, I would have expected you could have talked to someone either during or after the meeting.

You should expect DP Enterprises to exercise the call option early in Jan 2023. They value the put option as a potential liability of c£95m currently so the call price should be higher (and reflect an extra year's growth) at say £125m. So perhaps there might be a special dividend from DP plc early next year.

aa29
16/5/2022
13:09
Hi AA29.

I did not gain any insights.

I asked the chairman 2 questions about the German investment, and the 'put' options the company has, this will change at the end of this year, and the options will go to the owners of the German franchising company as a 'call' option.

The Chairman refused to answer my questions.

Seems very strange to me that a shareholders 2 question are ignored in a shareholders meeting, A.G.M.

Most companies use there shareholder meetings to engage with individual shareholders, which has been the case in previous Dominoes pizza A.G.M.s

So AA29, I was not impressed with years A.G.M.

BRIAN3777

brian3777
16/5/2022
12:00
@brian3777 It may have been a waste of cash for them but what insights did you gain?
aa29
15/5/2022
19:40
Hi Powered D.

I went to the meeting.

Must have cost a quite a few quid for the venue, and catering.
2 shareholders attended the meeting.

That's the lowest attended A.G.M. meeting I have been to.

What a waste of cash.

brian3777.

brian3777
15/5/2022
18:58
Anyone go to the AGM? Did they change the location from this notification?

The location is

etc.venues St. Pauls
200 Aldersgate
London
EC1A 4HD

hxxps://www.etcvenues.com/gb/venues/st-pauls

hxxps://investors.dominos.co.uk/system/files/agm/38227-dom-ar21-07-notice-of-meeting-final.pdf See page 1

powereddrones
15/5/2022
18:15
Pizza Hut, I think. Very strange indeed.
ianian4
14/5/2022
11:54
Strange place to hold the A.G.M. this year.
brian3777
06/5/2022
14:31
Interesting
wowtime
05/5/2022
10:05
Trading in line and unloved since the start of the year.
Cost of living must be a major influence here.
Suet

suetballs
12/4/2022
10:31
Peel Hunt: Domino’s moves from defence to attack


Domino’s Pizza Group (DOM) is moving ‘from defence into attack’, according to Peel Hunt, which believes the pizza delivery chain will thrive in a downturn.

Analyst Douglas Jack retained his ‘buy’ recommendation and target price of 475p on the stock, which owns the Domino’s master franchise in the UK and parts of Europe. The shares closed flat on Monday at 385p.

Jack said that now there is a franchisee agreement in place, settling a long-running dispute, Domino’s ‘can strive for a return to faster growth and a higher rating’.

‘More so than other food delivery operators, we believe Domino’s has the business model and opportunities to thrive in a downturn,’ he said.

‘With the franchisee agreement in place, Domino’s can now move on from being defensive about the franchisee relationship and focus on beating the competition.’


citywire.com

philanderer
08/3/2022
14:11
Domino’s Pizza posted FY21 results this morning. The business enjoyed a transformational year, with robust trading, excellent strategic progress, resolution with franchisees and significant returns to shareholders. Group revenue was up 11% to £560.8m, statutory profit after tax rebounded 97% to £78.3m and basic EPS likewise jumped 92% to 17.1p. The company announced a new £46m share buyback, in line with the business’s commitment to distribute surplus capital to shareholders. The business continues to grow solidly and profitably. Operating margin and RoCE are both top decile for the sector. Valuation is average and the share price is currently in a correction, so there is no rush to buy. But the business is a solid, expanding retailer with a 20+ year track record of business and share price growth. Certainly a solid company to monitor....

...from WealthOracleAM

km18
25/1/2022
15:38
JEFFERIES RAISES DOMINO'S PIZZA TARGET TO 360 (260) PENCE - 'UNDERPERFORM'
philanderer
21/12/2021
23:15
i think 45-50 a year is sustainable for the next 5-10 years IMO. eventually they'll run out of space to grow in the UK. but that's fine as long as they don't do a tesco and start chucking money around to try and manufacture growth (although they did of course, hopefully they've learnt their lesson).

the franchisees are large and powerful businesses in their own right. however, domino's is the strongest QSR franchise around, and they are incredibly lucky to have been making windfall profits while many others have been struggling to survive. ultimately this expansion will make them a lot of money as well as strengthen their market positions.

m_kerr
Chat Pages: 200  199  198  197  196  195  194  193  192  191  190  189  Older

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