Domino's Pizza Share Discussion Threads

[philanderer] 26/1/2012 16:42

UT = 151,282 @ 471.9p

[philanderer] 26/1/2012 08:53

Subway announce major expansion (as McDonalds earlier n the week)

[philanderer] 24/1/2012 16:37

Whacked down today on less than 250k traded.

[philanderer] 24/1/2012 13:11

McDonald's to open 1,300 new stores in 2012 as blue chip's quarterly net tops consensus

[philanderer] 23/1/2012 21:55

FTSE 250 - Risers

Cable & Wireless Worldwide (CW.) 23.90p +33.52%
Renishaw (RSW) 1,210.00p +10.81%
Carpetright (CPR) 607.00p +8.30%
Dixons Retail (DXNS) 14.60p +7.91%
Heritage Oil (HOIL) 198.90p +6.25%
Computacenter (CCC) 395.10p +4.17%
Domino's Pizza UK & IRL (DOM) 476.80p +3.65%
Soco International (SIA) 305.10p +3.49%
Galliford Try (GFRD) 491.50p +3.15%
Aberdeen Asset Management (ADN) 240.80p +2.99%

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March set for the Domino effect as pizza delivery company heads into town

[philanderer] 23/1/2012 11:22

Pushing on this morning....hopefully some more volume during the day, or maybe some delayed trades showing later ?

[philanderer] 20/1/2012 11:19

Chart resistance around 460p, consolidation fine around here.

[philanderer] 19/1/2012 16:51

That`s the trade that got us going earlier today:

225k @ 434p

1m+ traded today

[philanderer] 19/1/2012 11:53

Big volume again....almost 900k traded already.

[aa29] 18/1/2012 17:29

Thanks for the reply. I am a bit surprised that no-one has picked up on that quote until now.

I can't see a problem if the fund sold out (presumably at over £5) as the share price had got a bit ahead of itself early last year. It is strange though that he has also lobbed in those doubts about refinancing when Dominos only has bank facilities of £38m and throws off £30m of cash every year.

There is a £25m standby facility due for review in Dec 2012 and a term facility of £13m that is due in Jan 2014. I can't see that the company would have a problem getting new finance at the due time, the only downside being they'll probably have to pay a higher margin than the current 0.5% over LIBOR.

In February 2011, (before the German announcement) they were happy that planned capex until 2017 could be met from cash flow.

As you say, we should have an update soon.

[philanderer] 18/1/2012 16:56

Good volume again today 600k traded

[philanderer] 18/1/2012 13:35

AA , I thought it was a strange reason, seeing as though debt refinancing is going to apply to hundreds of companies. I suppose his thinking is that the new german operation may not have finance projections that soon to see if the hoped for growth there is going to materialise ?

Hopefully some german pointers with the results on february 15th

[aa29] 18/1/2012 12:21

philanderer

Do you have an opinion on the quote from Terry Smith you've posted in #1556 ?

'....The manager has sold out of Domino's, however, after a steep climb in its share price and concerns over its ability to refinance debt, due to take place in 2014, given the market environment.'

[philanderer] 18/1/2012 11:47

Domino's in plan to open new Aberdeen takeaway

[philanderer] 16/1/2012 19:31

January 16, 2012

DOMINO'S CELEBRATES ITS FIRST BIRTHDAY IN BIGGIN HILL

- Domino's Pizza in Biggin Hill treats the local residents to free pizza on its birthday -

[philanderer] 13/1/2012 16:43

Good volume 600k traded

[philanderer] 13/1/2012 12:25

Terry Smith: The keys to equity investing in 2012

13 Jan 2012

Most investors would be better off using index funds than active managers, but high quality corporates can still prosper in 2012, according to Terry Smith.
His Fundsmith Equity fund returned 7.5% in the year to 30 December 2011, according to Morningstar, versus an IMA Global sector average fall of 9.5%.
Smith said the fund's performance had been driven by holdings in Domino's Pizza, Philip Morris, Imperial Tobacco, Colgate Palmolive, and Unilever.

....The manager has sold out of Domino's, however, after a steep climb in its share price and concerns over its ability to refinance debt, due to take place in 2014, given the market environment.

Read more:

[philanderer] 12/1/2012 12:41

According to market research firm Mintel's 2011 report on pizza and pasta restaurants, despite Pizza Hut continuing to lead the pizza outlet market, its closest rival Domino's Pizza is rapidly closing the gap

[philanderer] 10/1/2012 16:30

10th jan Liberum hold TP 464p

reiteration.

[philanderer] 09/1/2012 13:25

'New base and a new topping for pizza company'

Monday 9 January 2012 11:25

A Milton Keynes pizza delivery franchise firm has moved to a new HQ and had a new chief executive appointed.

Domino's Pizza has completed the move into a state-of-the-art headquarters in Thornbury, West Ashland, from a few miles away in Lasborough Road, Kingston.

And at the same time, Lance Batchelor has taken over from Chris Moore as chief executive. He has been with the company for 18 months learning the ropes but before than worked with brands such as Amazon.com, Vodafone and Tesco.

[philanderer] 06/1/2012 19:36

'Domino's UK dabbles in augmented reality marketing'