Domino's Pizza Share Discussion Threads

[lennonsalive] 26/9/2012 08:24

Wow, this gapped down this morning. Good results, but is somebody selling on them?

With increased sales of 3.7% in the last 3 months.

[philanderer] 21/9/2012 20:42

Thanks robin.

Tricky keeping up with events too closely , out here in Naxos for a few weeks with not the best wi-fi.

Not complaining though ;-)

[robinnicolson] 21/9/2012 20:26

A nice end to the week. The share price has not been at this level since January 2011. IMS next week.

[robinnicolson] 16/9/2012 15:33

For anyone looking for a degree of geographical diversification, Domino's Pizza Enterprises Limited in Australia look a very interesting proposition. They recently announced good results, with strong earnings growth and a healthy balance sheet. Like their British counterpart, they are expanding in Europe, with stores opened in France, Holland and Belgium. Unfortunately they are usually trading at a premium to the market but are worth keeping an eye on.

Here is some recent commentary on the company:



Here is a link to the investor relations page on their website:

[philanderer] 10/9/2012 11:18

10th sept Credit Suisse neutral TP 525p

reiterates.

[philanderer] 31/8/2012 21:10

Luck with those Jon - good weekend :-)

[jon827] 31/8/2012 15:04

Oh go on then :) lets have a punt

[philanderer] 31/8/2012 11:30

Away we go, did you get in Jon ?

[philanderer] 31/8/2012 08:56

IMS will be 26th september , confirmed today.

[philanderer] 30/8/2012 23:52

Next trading update will be the IMS , last week in september in 2011.

[jon827] 30/8/2012 20:54

tell u wot, im thinking this could be all you get! 540-536 with a target of 632p.... a stop in the low 520's in case its not

:)

[jon827] 30/8/2012 20:13

Need to have a look at the old crystal ball eh phil, it nailed it last time ;)

its going to make a new high FACT cus its just the best company in the world but from where....

[philanderer] 30/8/2012 00:01

Evening Jon , $64k question :-)

29th august Barclays Capital 'equal weight' TP = 552p

reiteration

[jon827] 29/8/2012 16:39

Domino's Switzerland eh!, sounds interesting... Whats a good price to get back in then? :)

[philanderer] 29/8/2012 13:07

robin, what a surprise from Panmure !! :-D

reiterations this morning...

29th august Canaccord buy TP 590p
29th august Peel Hunt hold TP 480p
29th august Numis buy TP 600p

[robinnicolson] 29/8/2012 12:54

Some analyst reaction to the acquisition:

[philanderer] 29/8/2012 08:17

Acquisition of the business of Domino's Pizza Switzerland AG

Market Expansion

Domino's Pizza Group plc ("Domino's" or "the Company"), the leading pizza delivery company with stores in the UK, the Republic of Ireland and Germany, today announces it has reached an agreement to acquire the business of Domino's Pizza Switzerland AG("Domino's Switzerland") (the "Proposed Transaction"), including the master franchise agreement (the "MFA"), which provides the Company with the exclusive right to operate and franchise Domino's stores in Switzerland, Liechtenstein and Luxembourg as well as an option to acquire the Master Franchise Agreement for Austria.

Opportunity

The Company believes that the Swiss market represents an exciting opportunity for the expansion of the Company's business in central Europe. Domino's Switzerland currently operates 12 corporate stores generating annualised sales of CHF 12million (GBP8million)* in 2011. Four of the stores are in Zurich, four are in Geneva and the remainder are located in other large towns and cities. The Company's target is to open at least 25 further stores over the next five years and Domino's believes that the market could ultimately accommodate around 65 stores in total.

[philanderer] 23/8/2012 09:20

Barclays Capital initiates coverage with 'equal weight' and 552p target

[philanderer] 14/8/2012 11:06

Goldmans downgrades from 'buy' to 'neutral' - target unchanged at 690p

[philanderer] 09/8/2012 13:01

And nearly 1 million shares traded already.

Heavy volume this week.

[philanderer] 08/8/2012 16:41

1.2m traded again today.

[philanderer] 07/8/2012 22:58

Telegraph market report......

Back on the FTSE 250, Domino's Pizza had a good day, serving up an increase of 24½ to 543½p. Some traders speculated the takeway chain was benefiting as people placed orders while watching Team GB's triumphs at the Olympics.

[robinnicolson] 07/8/2012 16:50

Yes, the continuation of the unsettled summer weather will be favouring DOM. Heavy volume traded today... the most since early June.

[philanderer] 07/8/2012 16:50

1 million+ traded

549p - 551p