Domino's Pizza Share Discussion Threads

[jon827] 07/1/2010 13:51

Investors may want to chew over the fact that Domino Pizza's shares are still pricey and trade on a price-to-earnings multiple of 21.2 times full-year forecast earnings. Given that, the Independent says it would not expect an explosive 2010 for its shares, but management's track record of delivering the goods – and pizza – during the recession means a slice of Domino's is recommended for long-term investment plans. Buy.

The Telegraph agrees. The shares are yielding 2.7pc, so there's plenty of scope for increase, it says. Buy.

[jon827] 06/1/2010 10:34

Maybe the city boys can't get to their desk's because of the snow. Not very often a company announces this in a recession!

"In 2009, and in particular due to an exceptionally strong final quarter, we have outperformed our predicted like-for-like sales, improved our margins and opened more stores than anticipated. With this in mind, I am delighted to announce that the Company will deliver full year 2009 profits comfortably ahead of current City expectations. We will update the market further on 16 February 2010 with the publication of the Company's preliminary results."

[jon827] 05/1/2010 17:47

HALAL PIZZA.
Domino Pizza, have launched a new Halal meat pizza in Birmingham, where there are close to one million Moslems living.

This is the first accredited Halal pizza, by the Halal Food Authority and the product is being launched in two stores initially to be road tested.

Abdul Mumtal, who operates the franchise of Domino Pizza in Hall Green Birmingham said " I am delighted to be opening the UK's first 100% Halal Domino's Pizza store, which will serve the needs of our local community".

This comes only months after National Halal meats of Birmingham, opened franchise with Tesco and Asda supermarkets, with a Halal meat sales section. The company has plans to open 37 more with the supermarket giants in 2009.

There are close to three million Moslems living in the United Kingdom, and the Halal meat industry is today a multi billion pound industry

[sponges] 05/1/2010 00:00

Found this on a link from Times to Wall Street Journal piece - not subsribed so didnt get all the wite up but it gives you the gist and again scores points for me ! come on the Domino!
---
Pizza Chain Rolls Out Point-of-Sale System in U.S. Stores to Woo Customers, Streamline Online Orders

Steve Helmer doesn't order for pizza by phone anymore because, he says, "they're usually busy and not paying attention and they leave something out."

Instead, Mr. Helmer uses a build-your-own-pizza feature that Domino's Pizza Inc. last year rolled out on its Web site. Customers can watch a simulated photographic version of their pizza as they select a size, choose a sauce and add pepperoni, black olives and other toppings. The image changes as ingredients are added or removed.

The site also allows customers to track orders-with updates on when a pie enters the oven or leaves a store. Mr. Helmer, ...

[sponges] 04/1/2010 23:33

today was more like it !? Steady rise now hopefully
Sponges

[jon827] 02/1/2010 18:51

I think Domino's US has made a mistake dropping their advertising for this MTV show!!! It looks amazing lol



The controversial bit!!!!


Q4 trading update 6th jan :-0

[spob] 15/12/2009 23:52

DOMINO'S Pizza directors and their families have offloaded another slice of their holdings, just a month after selling a £18m tranche. The sale will have yielded them tasty profits - the shares (up 4p at 289.1p) have risen nearly two thirds over the past year. The company said that in its recent tender offer executive chairman Stephen Hemsley sold 153,749 shares at 292p each, chief executive Chris Moore disposed of 95,785 shares, and vice chairman Colin Halpern and his family offloaded 190,453 shares. The biggest chunk, at 950,681 shares, was sold by nonexecutive director Nigel Wray

Read more:

[sponges] 07/12/2009 11:27

Thanks for response GJ2 - will do same and ignore !
Sponges

[jon827] 06/12/2009 17:54

Im holding on to mine and looking forward to finding out how much better than market expectations they have done. Results out in Feb

"As a result of strong trading in the third quarter, the Board believes it is on track to exceed market expectations for the full year."

[gj2] 06/12/2009 17:26

sponges :

Agreed, there seems little point getting the company to buy shares of you at or a bit below the market price - you could sell them on the market and get the same/more !

As mentioned somewhwere above, the tender offer seems a convenient way for directors to offload chunky amounts of shares without alarm bells ringing ( and the share price collapsing).

I seem to remember a similar tender process a few years ago (which I ignored). Looking through the news announcements, there was a tender offer in September 2005 for the equivalent of 98p (allowing for the subsequent 3.2 for 1 shares split). It was well oversubscribed such that all tenders were scaled back to only 16%. A Further tender offer in Nov'06 at 173p (equivalent) was scaled back to 64%.

What was the best thing to do as a shareholder during those tender processes?? - IGNORE. The lower number of shares in circulation means any profit is shared between a small circle of remaining shareholders. Assuming the company continues to do well ( and I am gobsmacked at how the like for like sales have been so consistently positive), I expect the "ignore" option to be the best option again this time around.

[sponges] 06/12/2009 12:18

hi - just read that DOM are a buy in today's Telegraph ! which is all good - just on the tender offer issu - if tender offer of buying back some of your shares at x when you actually have bought a bit higher than the x tender offer then surely this is not a plus to that shareholder ? - so what do you do not accept! how does it work ? thanks anyone
Sponges

[sponges] 05/12/2009 12:26

hi anyone - can anyone explain in layterms what this tender business all means - i have selftrade a/c and got one message saying some tender thing was happening then another saying it is now off - is this potentially good or potentially bad for us shareholders - thanks for any info
cheers
sponges

[hamsterape] 01/12/2009 08:31

New tender offer at 292p

Still below the market price. As AA says, it must be to allow the
founders to sell-out in bulk without collpasing the market price.
No obvious benefit to existing shareholders to be offered average
market price up to a maximum if that maximum is below the existing
price.

A special dividend in cash would be a lot simpler - at least you get
the cash to invest elsewhere. Any other method leaves scope for the
directors to mis-manage the share capital at a later date, eg by
re-isuing the bought-in shares as options.

[jon827] 27/11/2009 17:47

Looks like that idea has been shelved and they are doing something else instead. I say just pay a special Divi.

[aa29] 16/11/2009 15:45

The company has a policy of using surplus cash to buyback shares or return cash to shareholders. The main point of the tender offer is to allow some of the founder shareholders to sell some of their shares. If you or I don't offer to sell our proportion then the founders will take up the slack.

No problem with that as the founders have been selling shares at various intervals over the years - their sales aren't a comment on business performance.

Fewer shares in issue means that our remaining shares are worth a slightly bigger piece of the whole pizza !!

[showmethehoney] 16/11/2009 08:54

yeah why sell blondviking what benifits do shareholders get when they could have sold friday at 317p?

can any one explain why they might be doing this?

is this not a positive thing, reducing shares in issue?

I'm new to investing and dont understand the tender offer?

thanks

[blondviking] 16/11/2009 07:55

Tender offer at £3.17. I am new to these shares and see no real premium in this price so why sell.

Looks good for a long term hold

[contrarian2investor] 10/11/2009 10:25

Hi all fellow long-term holders,

We will have another new all-time high if DOM can hold onto this rise today. Having fallen below to £3 in October, we have now regained over 10%. Which bodes well for a good year end close above its current share price

c2i

[trt] 22/10/2009 07:44

This will be a fab 'short' very soon !!!

[inv] 21/10/2009 15:57

This just continues to go up

[dbrckll] 17/10/2009 08:51

Good article on Domino's here -

[mr hangman] 13/10/2009 10:53

Anyone looking at GBR ?

[contrarian2investor] 13/10/2009 10:22

trt,

I am always looking for good short opportunities. Please post it on here when you find one.

c2i

[jon827] 08/10/2009 17:13

Imo Dominos is a FTSE100 company in the making :-)