Domino's Pizza Share Discussion Threads

[philanderer] 03/12/2011 22:25

'Thirty extra jobs for Brackley as Domino's Pizza chain opens new store'

[philanderer] 02/12/2011 12:57

Mainly banks and miners today so far..

Midday:

FTSE 250 - Fallers

SThree (STHR) 223.90p -8.24%
Thomas Cook Group (TCG) 15.77p -5.51%
Michael Page International (MPI) 367.90p -3.16%
Domino's Pizza UK & IRL (DOM) 440.50p -2.35%
Carillion (CLLN) 290.50p -2.32%
Spirent Communications (SPT) 120.60p -2.27%
Exillon Energy (EXI) 269.00p -2.22%
Elementis (ELM) 149.70p -1.84%
Synergy Health (SYR) 850.00p -1.73%
Diploma (DPLM) 340.00p -1.56%

[philanderer] 01/12/2011 22:15

'Isle of Man Domino's Pizza store closed for the day after running out of supplies'

[philanderer] 01/12/2011 19:36

just seen that RNS salonie...

'Global Brands seeks go-ahead to delist from AIM'

------------

Good volume for DOM again today - 400k traded

[salonie] 01/12/2011 09:20

Ignore my previous comments

[philanderer] 30/11/2011 20:00

Final volume of 850k traded

[philanderer] 30/11/2011 16:04

Well that`s made the chart a little better :-)

400k+ traded so far

[philanderer] 29/11/2011 20:33

Numis reiterating their 'buy' for DOM today with 600p target price.

[philanderer] 29/11/2011 15:58

Domino's Scoops Top Training Journal Award - Pizza delivery expert's e-learning programme recognised by Training Journal

[essentialinvestor] 29/11/2011 11:30

c2i if a very good price became available, then maybe.

[philanderer] 29/11/2011 11:24

Germany update looking as though it`s helping the share price today so far.... low volume though.

[philanderer] 28/11/2011 23:04

More from Lance Batchelor interview today...

Collins Stewart analyst Wayne Brown said the German market offered significant growth potential over the long term with 42 million households compared with 29 million in the UK.

"The German take-away/pizza delivery market remains immature when compared to the UK, dominated by independent operators with six recognised branded players. However, the trends seen in the UK, whereby branded eating out and take-away establishments are taking share from the independents, are equally prevalent."

Under German franchise laws, Domino's must open 12 shops which it manages directly before offering shops to potential franchisees.

It plans to open 12 new shops next year and 14 the following year before expanding more aggressively and has factored in losses for its first three years in the country.

"Once the individual stores are hitting profit immediately they open then we have a model we can take to our franchisees, new ones in Germany and maybe a few of the Brits as well. We've got some UK franchisees who have asked if they can join us and 400 Germans who have expressed an interest," Batchelor said.

The average Domino's Pizza franchise earns 100,000 pounds in profit each year and the average franchisee runs five outlets.

Domino's, which has over 700 shops in Britain and Ireland, has performed strongly through the economic downturn, benefiting from cash-strapped customers staying in and ordering takeaways rather than going out to eat.

Batchelor said Domino's was continuing to ramp up expansion in Britain, where it sees opportunities to exceed its long-term target of 1,200 shops.

"There's hundreds more sites out there," Batchelor said. "Experience around the world tells us we're low-balling it in terms of what's the potential. If you talk to the Australians or the Americans they're operating at double the penetration level we are in the UK. If you asked them how many stores we could sustain in the UK they'd probably say 2,000."

[contrarian2investor] 28/11/2011 22:09

EssentialInvestor, when UK acknowledges that it is in recession. DOM should outperform the markets because:
a) Grain/cheese prices have already started falling and will probably continue to do;
b) Because takeaway/or online purchases of pizzas will be seen as a treat;
c) German sales/expansion should adding to the bottom line.

caveat: if markets completely meltdown then DOM will be sold off just like any other quality stock.

Are you considering an investment here?

[philanderer] 28/11/2011 09:44

Collins Stewart initiating coverage on DOM this morning with a 'buy' and 460p target price.

[essentialinvestor] 25/11/2011 11:15

c2i,
would be interested in your view here, does the ROI experience
give a glimpse of what may possibly happen to UK sales as the recession
takes hold?.

[philanderer] 24/11/2011 17:15

Fair point EI.

The interesting one for me is how will the expansion into Germany take off.

Has to be viewed as a medium/long term play imo.

[essentialinvestor] 24/11/2011 13:40

I would guess that unlike a lot of people on this thread I order from
DOM, maybe once a month on average.

It's a good product, however with many UK consumers having little
choice but to cut back, is the future that bright over the next couple of years?.

Is what has hapened to sales growth in the ROI a glimpse into the future
for the UK?, just a thought and only imv.

[philanderer] 24/11/2011 08:45

Here`s Panmure this morning with it`s regular reiteration.

Sell DOM , target 350p ...... actually it`s been a pretty good call for the last few months :-D

[philanderer] 23/11/2011 19:43

Another stormy market day and it doesn`t look much better for tomorrow ......US market will be closed for Thanksgiving.

[philanderer] 22/11/2011 22:26

Evening c2i.

Exactly the same thoughts :-)

Still got my core holding but getting ready to add once these markets calm down.

[contrarian2investor] 22/11/2011 19:21

Looking tempting at these levels, with support nearby at £3.75p. Just need a bit of stability in the general markets and I will hit the buy button. I'll keep you posted philanderer.

[philanderer] 22/11/2011 11:36

Maybe that overhang cleared now after today`s holding RNS ?