Domino's Pizza Share Discussion Threads

[blueflex2] 07/8/2017 14:13

Over 4-5 million shares traded just now.

[bigboots] 07/8/2017 13:41

Something is 100% up

[philanderer] 07/8/2017 13:27

But resistance at 280p

[philanderer] 07/8/2017 11:38

Up on nice volume ... 1.5 million traded so far today

[philanderer] 04/8/2017 15:12

Maybe the word 'takeover' in that Moneyweek paragraph getting DOM moving today ?

[philanderer] 04/8/2017 11:31

'If you’d invested in: Fenner and Domino’s Pizza'

[philanderer] 02/8/2017 17:24

xd tomorrow morning for the 3.75p interim dividend

[philanderer] 02/8/2017 17:24

xd tomorrow morning for the 3.75p interim dividend

[philanderer] 02/8/2017 12:01

2nd aug Berenberg 'hold' tp 290p cut from 325p

[philanderer] 02/8/2017 08:28

And here they are again.

[philanderer] 02/8/2017 00:22

Short interest up to 2.39%

[philanderer] 01/8/2017 13:30

Domino's Pizza: Investec reiterates Sell with a target price of 242p.

[philanderer] 01/8/2017 12:35

Thanks robin


Domino’s is giving away 10,000 free personal pizzas today

Read more:

[robinnicolson] 01/8/2017 11:23

In the 31/7/2017 'Mad Money' with Jim Cramer podcast, Cramer speaks to the CEO of Domino's Pizza USA (DPZ), Paddy Doyle. The shares in DPZ fell 10% on their latest results due to weakness internationally, specifically in the UK. The DPZ CEO said the problem in the UK is 'fixable'...
Worth a listen. The segment commences at the 21:30 point in the podcast.

[trytotakeiteasy] 01/8/2017 11:19

five months left of the financial year. Shares the lowest they have been in years and cheapest against earnings for a long-time. Come on Domino's buy back the shares!!!! What are you waiting for? They said in the results they will start buying back "shortly". Net debt to EBITDA at 0.6X versus 1.25X target.

[philanderer] 01/8/2017 09:03

yesterday's note..........


Domino’s Pizza: Peel Hunt still wants a slice of the action


Half year results from takeaway chain Domino’s Pizza (DOM) has given the bears enough to worry about but Peel Hunt said it would rather focus on the positives.

Analyst Douglas Jack retained his ‘buy’ recommendation and target price of 400p on the stock following interim results. The shares edged a penny lower to 266.4p yesterday.

‘In our view, the interim results had something for everyone,’ he said. ‘The bears can dwell on the second quarter’s weak like-for-like sales, the first half’s lack of margin growth…and the lower profits/store for franchisees. The bulls can highlight the first half’s perfect storm, the potential for new initiatives, the business’ cashflow and franchisees choosing to accelerate expansion even though Domino’s has cut incentives. We are with the franchisees and would prefer to look forward.’

He added that the UK business was ‘capable of recovering to c.5% like-for-like sales, which should trigger a rerating’.

[philanderer] 31/7/2017 17:25

Funny old day :-)

[philanderer] 31/7/2017 12:24

I'd like to see the directors showing a sign of faith and buying a decent quantity , not feasible of course if there's any sign of an imminent approach.

edit:

JE. also getting hit down by about the same percentage today.

[trytotakeiteasy] 31/7/2017 12:24

cashandcard - yes buybacks trigger a big debate. But unlike dividend income you don't pay tax on them. Domino's is set to go ex-dividend on the interim payment of 3.75p on 3 August. After that occurs the forecast P/E for 2018 is 16.5X. Is this cheap or not? Depends on the outlook for the UK business. If Domino's is confident they should buy back the stock!!!

[cashandcard] 31/7/2017 12:11

In my experience, share buybacks are a waste of money and I would rather see funds returned direct as divi's. When you see companies buying back at high prices, then failing to do so at lower levels, it just smacks of flawed strategy or gentlemen's agreement so the chosen few can exit at good prices, on the back of their shares being bought out. Return the cash direct or nothing in my book.


Cash

[trytotakeiteasy] 31/7/2017 12:06

Last time they bought back stock was 21 February. I.e. just over five months ago. Net debt to EBITDA was 0.6X at June 2017 versus a medium-term target of 1.25X.

I would be very frustrated if they don't use the share price weakness to buy back a meaningful amount of shares. In the first half they bought back £20m. Current market cap is about £1.3bn. I think they should at least be able to buy back 2% of the shares in the second half.

The trouble is that companies seem to buy back shares only when things are going well and so they do so at high prices.

[trytotakeiteasy] 31/7/2017 10:50

philanderer - No obvious other acquirers. Private equity is possible but they would want a lower price. With sterling weak I can see Domino's a target. Certainly Domino's could have much more leverage than they do now. So private equity could fund a takeover with debt.

[philanderer] 31/7/2017 10:34

I've only seen Dominos Australia mentioned as a predator . Any others spoken about ?

[trytotakeiteasy] 31/7/2017 09:52

They should get on with starting the share buy backs that they said would start "shortly".....I think if this goes down say 20% more it could be subject to a takeover.... these are tough times but Domino's should make it through..

[philanderer] 31/7/2017 09:45

Oh dear , looks as though this is the new shorters target ..... 500k printed already.