Domino's Pizza Share Discussion Threads

[scrabble1975] 03/8/2013 12:48

Ok, thanks for that. Will take a bit more of a look into it.

[aa29] 03/8/2013 12:25

Not really, these have been regular sales following results announcements

[scrabble1975] 03/8/2013 12:06

Hmmm, strange that they'd sell at that dip where some firm of support seems to be...

[aa29] 03/8/2013 12:03

Executive management doesn't have a great record of being committed shareholders.

This seems to be good news in being the last of the major sales by Wray following results announcements.

Wray and Hemsley have been selling over past few years - this latest sale takes Wray from 2.99% to nil and Hemsley down to 600k.

[scrabble1975] 03/8/2013 11:48

Agreed, and I'm not a holder of this (yet) nor a shorter of this (yet), but a quick glance at the 1 and 3 year charts would seem to suggest that similar large disposal/sells were followed by a rise in the share price, and the long term trend still seems to be upwards...Hmmm. Anyone got any thoughts on which way this might go? Regards to all.

[jak1] 03/8/2013 09:06

Does not show much faith in the near future does it !!!

[spacecake] 02/8/2013 19:05

Oh dear.....

2 August 2013

For immediate release

Director/PDMR Dealings

Domino's Pizza Group plc (the "Company") today announces that on 2 August 2013 it was informed of the following transactions in respect of ordinary shares of 1.5625 pence each in the capital of the Company ("Ordinary Shares").

Stephen Hemsley, the Non-Executive Chairman of the Company, (and trusts of which Stephen Hemsley and his family are potential beneficiaries) on 2 August 2013 disposed of 500,000 Ordinary Shares at a price of 570 pence per Ordinary Share.

Nigel Wray, a Non-Executive Director of the Company, (through companies which are wholly owned by Nigel Wray and trusts which are beneficially owned by the family of Nigel Wray) on 2 August 2013 disposed of 4,910,179 Ordinary Shares at a price of 570 pence per Ordinary Share.

[robinnicolson] 31/7/2013 14:31

The interim results webcast is well worth watching, especially the Q&A session.

[bulltradept] 31/7/2013 10:46

One has to ask what kind of mgt puts out two sets of statements one showing with Germany and without in their statement yesterday?

I mean is DOM's share price split or something?

This is going under £5.00 in the next couple of quarters it's got to it's not a growth story now is it?

[philanderer] 31/7/2013 08:51

Good trading Skinny :-)


Peel Hunt view...

German setback hits Domino's Pizza

Domino's Pizza (DOM.L) remains a 'buy' for Peel Hunt even though setting up shop in Germany has proved more difficult than expected.

The first-half results were generally positive, UK sales rising 6.4% and e-commerce now accounting for 63.3% of delivered sales.

However, Germany was a sore spot, the group warning that it won't be able to turn a profit from operations in the country until 2016, a year later than expected, with the unit having lost £3.2 million in the past six months.

Analyst Nick Batram said the bad news doesn't detract from the group's core appeal, although he is reducing his forecasts by about 5% to take into account the German setback. 'It is fairly common that building a Domino's business in a new market takes longer and costs more than originally anticipated,' he said.

'The problem for Domino's is that the rating didn't allow for any bad news. Despite this the core business remains attractive.'

[skinny] 31/7/2013 08:05

Thanks Phil, more by luck than judgement and I wish it was shares and not SB - looking to close this morning.

On edit :- just closed @576.

[hybrasil] 31/7/2013 06:40

In any company where the cfo sells over half his shareholding for whatever his reason you want to think twice about staying.

[salpara111] 30/7/2013 17:26

The house broker is your mum, she always has to cheer you on regardless of how well you are doing.

[jak1] 30/7/2013 16:32

They wouldn't be biased would they Ha Ha...



philanderer 30 Jul'13 - 12:48 - 2002 of 2004 0 0

Housebroker.

30th july Numis 'add' tp 700p

retains.

[philanderer] 30/7/2013 16:32

Skinny, that was a top call :-)

[skinny] 30/7/2013 14:28

Bounce @540 or not?

[bulltradept] 30/7/2013 14:15

Ah yes the house broker, they might as well have said £7.50 in 2017.

[philanderer] 30/7/2013 12:48

Housebroker.

30th july Numis 'add' tp 700p

retains.

[skinny] 30/7/2013 12:29

Didn't he do well!

Lee Ginsberg, the Chief Financial Officer of the Company disposed of a total of 70,000 Ordinary Shares on 30 July 2013 at an average price of 578 pence per Ordinary Share.

[anusol] 30/7/2013 12:26

this article from 2010 couldn't be more appropriate right now....!

hxxp://www.dw.de/dominos-pizza-returns-to-germany/a-5560404-1

[m1das_touch] 30/7/2013 12:15

I don't disagree with your analysis Salpara111 and can certainly see the share price drifting down towards 500p and then sideways for a while.

I think an individual's view on this stock will ultimately depend on their time horizons. Having watched the investor webcast this morning, I'm as confident as ever that the board will replicate UK & Ireland success in both Switzerland (already progress) and Germany. Yes, expansion will undoubtedly hold back profitability for a few years, but long-term DOM is very much still a growth stock in my view, with decent dividends along the way.

Although I trade in and out on the price swings, I've topped up my long-term SIPP holding this morning and will buy more if it hits 500p or lower.

[skinny] 30/7/2013 12:11

Phil - posts crossed!

[salpara111] 30/7/2013 12:08

Still reckon that it is a decent business but equally I imagine that the share price will trade sideways for a few years until the German situation becomes clearer.

[philanderer] 30/7/2013 12:07

30th july N+1 Singer hold tp 611p

retains