Domino's Pizza Share Discussion Threads

[philanderer] 28/3/2017 08:57

But at the moment it`s a dog ;-)

[philanderer] 27/3/2017 20:40

cj , no worries for DOM long term agreed :-)



FWIW here's the 'experts' ;-)

24th march Berenberg buy tp 400p
24th march Barclays equal weight tp 350p
13th march Citigroup neutral tp 350p
10th march Canaccord buy tp 400p
9th march Numis buy tp 482p
9th march Cenkos sell -
9th march Peel Hunt hold tp 400p
9th march N+1 Singer hold tp 390p
9th march Credit Suisse outperform tp 455p


9th march ++++++ Results +++++

[cjones123] 27/3/2017 18:35

Hahaha.... you guys crack me up. Have we put a short here?

IMO triggering article 50 would not have any significant impact on DOM or other shares for that matter, as when brexit actually happened, it was a huge shock to everyone as nobody had expected it to happen. Where as article 50 trigger has been talked about for the last 6 months now. Everyone knew that it was going to happen before end of March and that's what Theresa is going to do on Wed. I don't see why this would come as a shock to anyone unless they have been living under a rock for the last year. It might actually even bounce on Wed as after triggering article 50 we will know where we stand with this whole bexit situation and start working towards strengthening our own economy on our own terms. Thats just my logical view on this. If it wasn't for trump slump we will be trading well about 325-330 mark today, after mega buy on Friday and two promising ratings of 350 and 400 by the brokers. GLA!

[philanderer] 26/3/2017 23:11

Yep, Brexit and 'Trump trade' unwinding ... markets off tomorrow

[rimmy2000] 26/3/2017 18:18

personally see this retreating to 300p before rebounding. Article 50 triggered this week, so expecting markets to be shaky.

rgds,

[philanderer] 25/3/2017 10:39

Morning cj ,

a trade of that size is allowed to be reported much later in the day than when the actual transaction took place. The time stamp is irrelevant. There were several other smaller NT trades reported after the close which came from earlier in the day as well.

That huge one though was almost certainly the first trade of the morning which set the tone for the day . Buyers and sellers more or less matched up after that.

May even get an RNS in the next few days to see the seller of the 721,040 if it has caused a threshold to be crossed

[cjones123] 25/3/2017 08:53

Hi Phil,

Just double check this, agreed on the £1.3M one being UT but the bigger £2.3M trade was 100% a MEGA BUY at 16:58 (checked on 3 different sites). Also, why would such a massive buy cause a drop?? As a matter of fact the effect would be totally opposite. More the demand more the share price goes up. If it happened at the time you say it happened i.e. just after 8:00 we would have seen a massive increase in the share price .... never mind its coming on Monday :). This BUY along with the 2 new broker rating of 350 & 400 yesterday means, DOM will definitely open UP on Monday and rise swiftly. Way over sold at the moment. This is a solid profitable business with good divi.

[philanderer] 24/3/2017 23:38

cj ,

the 43,4108 is the 'UT' uncrossing trade which happens at the close each day matching buyers with sellers.

the 721,040 trade is a delayed reported sale from just after 8am this morning which caused the big drop in the shareprice after the market opened.

[cjones123] 24/3/2017 22:08

2 Mega Buys after 16:30, totalling £3.6M


Perfect time to top-up & pick up a bargain! This is way oversold at the moment. DOM is a profitable growing business with good divi, its going to head north any day now. See latest broker ratings below:

24-Mar-17 Berenberg Buy 400.00 Reiteration
24-Mar-17 Barclays Equal-weight 350.00 Reiteration

+

2 mega buys after 16:30

16:58 - 24/03 Buy 721040 319.38p £2,302,886.39
16:35 - 24/03 Buy 434108 318.30p £1,381,765.76

[cjones123] 24/3/2017 16:01

This drop is not specific to DOM, have you had a look at the global markets performance over the last 2 days. All markets are currently going through what they are calling a 'trump slump'. If he wins the health care vote today, all stocks will return to normal prices including DOM. Keep the faith mate :).

[skinny] 24/3/2017 09:49

Barclays Capital Equal weight 317.50 - 350.00 Retains

[philanderer] 24/3/2017 09:41

24th march Berenberg buy tp 400p cut from 425p


The bank cut its price target on Domino's Pizza to 400p from 425p, keeping the recommendation at 'buy' as it reduces its earnings per share estimates slightly to account for the purchase of a loss-making business in Norway.

[philanderer] 22/3/2017 14:17

DOM seem to be blitzing Talksport radio with adverts/promotions this week :-)

[bighairyspider] 22/3/2017 00:39

The part that got me in the telegraph report was; " ... after the company reported like-for-like sales growth in the UK for the first nine weeks of its 2017 financial year was 3.9pc, down from 4.8pc in the final quarter of the 2016 financial year.

This was partly down to the “disappointing” performance of its Winter Survival meal deal, which proved less popular with customers after the company removed a cookie, which formed the dessert part of the deal, from the offering."

The share price drops 40p on the back of the Q1 figures, That's taking the biscuit.

I don't mind saying I bought in at £3.20 after the drop. I'll be out at £3.50. Happy to claim the dividend in the meantime, and I too think the share price will regain a bit of ground fairly quickly, but struggle a bit more over the year.

[cjones123] 21/3/2017 22:32

This will bounce back over the next few days :). Market manipulation + overreaction = unexpected/senseless drop today. This is still a profitable and expanding business, great BUY in my book. Good time to top-up I say :).

[philanderer] 21/3/2017 20:49

'Extra toppings for Domino's chief as pay more than trebles'

[philanderer] 20/3/2017 09:50

Interesting holdIng taken by MFS .

[philanderer] 19/3/2017 17:24

Yes, good management in place here .


'Here’s how you can get yourself a FREE Domino’s pizza tonight'

[aa29] 17/3/2017 14:43

Thanks P, an interesting read as the journalist seems to have done some homework first.

[philanderer] 17/3/2017 13:45

And a good one too in the London Evening Standard today...

'David Wild: The Domino's Pizza boss battling new competition as sales fears mount'

Retail veteran fending off new online rivals and customers tightening belts

article:

[andrewbaker] 17/3/2017 12:11

An interesting article from the SeekingAlpha website:

'Domino's Pizza is seeing its big bet on digital pay off, with 60% of its sales now coming through digital channels. Almost two-thirds of that revenue arrives through mobile devices, CEO Patrick Doyle told CNBC, saying the next big thing will be voice assistance. Domino's (NYSE:DPZ) recently announced customers can place orders through Amazon's (NASDAQ:AMZN) Alexa, as well as through Google Home (GOOG, GOOGL).'

Maybe growth will be slower going forward, but still a good share to hold, IMHO.
(And I'm likely to add more at the current low price level.)

[philanderer] 16/3/2017 10:58

Going ok today .

Taking into account the 4.5p dividend stripped out we're actually +6p so far :-)

[huttonr] 16/3/2017 10:00

AA29

In general, I think that I agree with your views - the splits will be a drag initially but should come good after say 9/12 months. I see a problem in how the market will view the change in reporting from primarily UK quarterly figures to the mixture of rapidly(?) growing German plus not so rapidly growing UK figures. Probably adversely, I guess.

So, I don't think I see the share price moving much higher than the current - perhaps a small bounce back from the drop - but perhaps then a more gentle rise?

[aa29] 15/3/2017 18:52

I think DP going forward is still a growth company but at a lower rate than we've been used to. If 66% of openings this year and last are splits then that's well over 100 stores that have been split to be a drag on like for likes.

I can't see that DP has huge potential in its European markets. The two big potential markets seem to be France and Germany and DP Enterprises have France and 66% (at the moment) of Germany.

[huttonr] 15/3/2017 17:11

AA29

I hadn't forgotten, but I saw the DPE 'rescue' as a big plus with, hopefully, good dividends to come from the JV and, as you say, a good return in 2022 if they are bought out.

The question mark is, if Germany is bought out, will there be enough "lebensraum" for the future development of UK & Scandinavia or what else needs to happen?