Domino's Pizza Share Discussion Threads

[jamesjoel] 08/1/2008 22:27

Get the Mrs to do it while you are at the local pub with the lads !!!!!!!!!

From CityWire:

AAA rated Nimmo finds Domino's trading update 'exhilarating' Published: 11:15 Tuesday 08 January 2008
By Matthew Goodburn, Investment Correspondent

Standard Life Investments (SLI) star small cap investor Harry Nimmo is delighted by the upbeat trading update from Domino's Pizza for the six weeks to 30 December.

Citywire AAA-rated Nimmo is a long term holder of the stock which is a core holding in his £422 million SLI UK Smaller Companies fund, while SLI as a whole currently owns around 4.8% of the chain.

Nimmo told Citywire: 'We are extremely happy. The like for likes are exhilarating, the new store programme is on track and the online business is now 15% and growing.'

Nimmo has a £7.5 million stake in the group or 2% of the fund.

The pizza chain surprised the market by delivering a 17.6% like for like sales growth for the six week period to the end of 2007 compared to a 13.1% rise for the same six weeks a year ago.

Nimmo believes the company has been unfairly marked down in the recent volatility which ignores the company's position as market leader in home delivery.

He said: 'We find it deeply annoying when we see good companies like this trading off.'

'We have held it in the fund for three or four years and have made around three times our money. Dominos is a clear market leader and one of those small cap companies that you can just sit with long term.'

He added: 'Our view in small caps is that you can just buy into great businesses that can make it into large caps and Dominos is such a company. We bought in at around 72p although it has been up as high as £3.'

'At the start of the year Numis raised its numbers by 4%and by year end by 19%. Our smaller companies fund manager Ken Nicholson calls Dominos the Tesco of home delivery because it is a very difficult area to get right and they have a good and growing online business. Pizza Hut has struggled with it this year.'

Dominos chief financial officer Lee Ginsburg said the group's national advertising fund had helped to drive the 'incredible' sales growth.

He told Citywire: 'All our franchises contribute to a national advertising fund which has had a huge impact. It will grow by £4 million to £18 million in 2008 because we see an immediate correlation between adverts and a spike in sales.'

'This is a virtuous circle; the more on line sales we make the more it generates for the fund.'

Ginsburg added that the group was on target with its 50 store per year.

He said: 'We are on target for another ten years of growth.'

Broker Dresdner Kleinwort upgraded the company to buy from add while rival Panmure Gordon upgraded earnings forecasts and maintained its buy position. END

[indieman] 08/1/2008 22:14

Jazza,
We very rarely eat Pizza, I've too much respect for my stomach. On those rare occasions, say once a year, when we buy one for the freezer, the Chicago Town ones are pretty good. Most of the others are poor but probably no worse than takeaway.

james,
How is it easier to stay at home and order in when you need to go to the supermarket for the beer anyway?

[jamesjoel] 08/1/2008 20:47

Easier to stay at home and order on the net !!!!!!!!!!

As the increased sales show !!!!!!!!!!

[jazza] 08/1/2008 16:51

what supermarket are we talking about here?

I've had pizzas from Asda/Tesco before but they taste 'orrible!!

[indieman] 08/1/2008 16:48

Or, on the other hand, why not buy the pizza from the supermarket when you buy your booze? It's quicker, a lot cheaper and will taste better because it's freshly cooked.

[jazza] 08/1/2008 15:52

Can't say I'm surprised.....


Want a pizza and a few drinks but feeling the pinch?

Why pay top dollar at Pizza Express.....just get pizza from Domino's and drinks from supermarket!

It's hardly rocket science?!

Of course, peeps aint buying leather sofas or diamond rings, so they obviously don't want take-away pizza.

It's not that hard to differentiate.....is it?!

[jamie101] 08/1/2008 12:30

is out it yet? Not much of an increase for the statement out today?

[cambium] 08/1/2008 09:00

Domino's Pizza UK & IRL PLC said its
like-for-like sales during the Christmas period, or in the six weeks to Dec 30,
increased 17.6 pct, compared with a 13.1 pct rise in the corresponding year-ago
period.
The company said it is now confident that its full-year 2007 profits will be
ahead of current City expectations.
Domino's Pizza's like-for-like sales in the 52 weeks to Dec 30 increased by
14.7 pct, up from 9.7 pct last year.

[spob] 08/1/2008 07:21

Domino's Pizza UK & IRL PLC
08 January 2008



Issue date: 8 January 2008

Domino's Pizza UK & IRL plc

Announcement of Christmas Trading Update


Domino's Pizza UK & IRL plc ('Domino's Pizza' or 'the Company' or 'the Group')
today announces total like-for-like sales growth of 17.6% for the six weeks to
30 December 2007 (2006: 13.1%).


In the 52 weeks ended 30 December 2007, like-for-like sales increased by 14.7%
(2006: 9.7%).


Domino's achieved its target of 50 new store openings (2006: 46 store openings)
and passed the 500th store milestone, ending 2007 with a total of 501 stores
(2006: 451 stores). During the year no stores were closed (2006: two).


E-commerce platforms made a significant contribution to sales growth with total
e-commerce sales in the UK and Ireland up 102% for the six week period to 30
December 2007 (2006: 43.1%).


Total online sales for the 52 weeks ended 30 December 2007 were 60.5% up on the
prior year and reached £32.2million (2006: £20.1million).


Chris Moore, who became Chief Executive on 31 December 2007, said, 'Last year
was a tremendous year for Domino's Pizza in the UK and Ireland. Our strong sales
performance was fuelled by the strong marketing of truly innovative new
products, continual improvement in customer service times which we know directly
impact on propensity to re-order and the superior quality of our product'.


'I'm excited by the prospect of leading this business forward towards our goal
of 1,000 stores and to maintaining the momentum of the business into 2008 and
beyond'.


'The Board is confident that your Company will deliver full year 2007 profits
ahead of current City expectations and will update the market further on 19
February 2008 with the publication of the Company's preliminary results for the
52 weeks ended 30 December 2007'.



For further information, please contact:

Domino's Pizza:
Lee Ginsberg - Chief Financial Officer 01908 580611
Numis Securities Limited 020 7260 1000
David Poutney, James Serjeant
Hogarth Partnership Limited:
Fiona Noblet, Anthony Arthur 020 7357 9477


Notes to editors:


Domino's Pizza UK & IRL plc holds the exclusive master franchise to own, operate
and franchise Domino's Pizza stores in the UK and Ireland. The Group is the
leading player in the UK and Ireland's fast-growing pizza delivery market. The
first UK store opened in 1985 and the first Irish store opened in 1991.


As at 30 December 2007, there were 501 stores in the UK and Ireland. Of these,
398 stores are in England, 38 are in Scotland, 19 are in Wales, 12 are in
Northern Ireland and 34 are in the Republic of Ireland.


Founded in 1960, Domino's Pizza is the recognised world leader in pizza
delivery. Through its primarily franchised system, Domino's Pizza operates a
global network of more than 8,000 stores in over 50 countries.


For photography visit www.dominos.uk.com/media or contact Hogarth on 00 44 20
7357 9477.

[spob] 08/1/2008 07:21

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1 Year






All Data

[hybrasil] 07/1/2008 17:09

trading statement out tomorrow

[lob2] 18/12/2007 12:47

Providing that there are no dreadful days in the market (which there might be), I would expect Dom to stengthen in the lead-up to the pre-close trading statement on 8th January. I think the company was hinting that it will be a positive statement. I am not sure they had to give an update given that they did one in November. They announced the January statement at a time when the share price was weakening. It almost looked like a response. Therefore, my sense is that the update will be positive. As a long-term holder it would be good to feel that any rise in the price will be sustained. However, in these times, the market sees strength as a selling opportunity. Only if the market feels that the Dom share price is some way short of reflecting its performance and prospects will we see a sustained rally in the share price. In the medium term, however, I am very confident the price will recover, as the market realises Dom's continued growth prospects and strong balance sheet.

[vassily] 17/12/2007 22:38

Oops. DOM slices are getting cheaper.

[vassily] 14/12/2007 22:42

Nice bounce that deflated. Let's hope for better next week.

[silverfern] 14/12/2007 08:59

Er, no, and I never have been! Nice bounce today for DOM

[cambium] 13/12/2007 21:05

I agree I took my money off the table when my margerita was at 2.24, I am tempted to get back in, just better else where.

O/T I was a bit disappointed over at SID yesterday. Are you still in?

[silverfern] 13/12/2007 20:02

Hello, I'm chipper thanks, and I hope you are too.

I confess to dipping out of DOM when I was a bit up last week - the current market is making day traders of us. It's been daft all year. I think DOM's is proven and at these prices a steal. But MHO doesn't control the markets as I know too well!

[cambium] 13/12/2007 18:26

good evening silverfern, long time no speak are you well?

[jamesjoel] 13/12/2007 16:21

They certainly are another cheap share

[dontyo] 13/12/2007 16:17

these look stupidly cheap, the markets gone mad!!

[bluenose851] 12/12/2007 17:00

no. I live in Spain anywya and it does depend on the developer remaining solvent but they are big players. www.puntaperla.com

[pedro45] 12/12/2007 16:53

Hi bluenose851.
Yes there are investors here .One thing for certain - its not an investment recommended by anyone Authorised and Regulated by the Financial Services Authority!
The location does not matter - no one can guarantee a Capital Gain and as the old saying goes 'if it looks too good to believe - then it is!!'