Domino's Pizza Share Discussion Threads

[contrarian2investor] 21/5/2010 19:45

SAS,

Have a good weekend and enjoy the sunshine.

c2i

[slowandsteady] 21/5/2010 19:09

I'm actually very pleased with that considering how some of my other investments have gone this week.

Happy weekends.

S

[contrarian2investor] 21/5/2010 18:33

Hi all,

A week close of £3.50p is pretty resilient given the volatilty of the markets. We are now a week closer to the World Cup promotions.

c2i

[royalt] 21/5/2010 13:47

I have unfortunately sold out and given up hope than Dom will be able to hold its own regardless of the general market getting hammered.

Will be looking for a re-entry...Dont think the momentum of this breakout will be able to be sustained under current market conditions.

Suspect we will head down towards 320 again to test that region..

[contrarian2investor] 19/5/2010 20:25

Hi all,

Yes DOM met some resistance @£3.65p and got punished. Here's hoping support remains intact @£3.40p. However with everyone including Fundies/Institutions getting extremely jittery and worried. We could face some more headwinds and downwards pressure. Therefore even strong holders of DOM will be considering trimming holdings.

My long and strong strategy/stance remains steadfast.

c2i

[jon827] 19/5/2010 15:49

DOM sure picked a fine day to try a break out :-)

[mitzis] 18/5/2010 14:01

No I'm not a holder but have been in the past..gl.

[contrarian2investor] 18/5/2010 13:51

mitzis,

Here's hoping Questor is right on this occasion. It couldn't happen to a better run UK listed employer.

If/when DOM reaches £10 I will be retiring early as they are my largest shareholding.

Are you a shareholder? If so for how long?

c2i

[mitzis] 18/5/2010 13:19

I remember reading Questor in the Telegraph about 3 years ago and they said they would be worth £10 a share in 5 years... so just 2 years to go.

[contrarian2investor] 18/5/2010 13:16

mitzis,

What is your analysis that leads to that view?

c2i

[mitzis] 18/5/2010 13:02

Long term £10 a share.

[contrarian2investor] 18/5/2010 12:55

trendfloor,

Thanks for the update, very much appreciated.

c2i

[trendfloor] 18/5/2010 12:34

The BUY broker following for this stock is very bullish. I reckon geography expansion will lead to greater growth....

Domino's Pizza UK & IRL PLC

FORECASTS 2010 2011
Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Brewin Dolphin Investment Banking
14-05-10 BUY 33.70 15.43 9.16 38.57 17.97 11.34
KBC Peel Hunt Ltd
12-05-10 BUY 33.29 14.96 9.07 37.13 16.68 10.42
W H Ireland Ltd
07-05-10 OUTP 33.50 15.40 9.50 37.80 17.40 11.40
Eden Group
06-05-10 BUY
Charles Stanley Securities
06-05-10 BUY 33.70 15.29 8.10 37.30 16.90 9.20
Seymour Pierce
03-05-10 BUY 34.60 15.60 8.10 38.60 17.40 8.80
Numis Securities Ltd
15-04-10 BUY 33.50 15.10 9.30 37.00 16.50 10.70
Altium Securities
12-04-10 BUY 33.50 15.00 9.10 36.90 16.60 10.40
Execution Noble
06-04-10 BUY 34.10 15.60 9.00 37.50 17.10 9.90
Investec Securities
26-03-10 BUY 32.35 14.91 8.28 35.65 16.78 9.32
Fyshe Horton Finney Ltd
13-11-09 BUY 30.70 14.10 8.36

2010 2011
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus 33.59 15.24 9.16 37.35 17.05 10.43
1 Month Change -0.00 0.04 0.00 0.01 0.00 0.01
3 Month Change 0.09 0.14 -0.04 0.40 0.30 -0.12

Notes to forecasts
KBC Peel Hunt & Altium's turnover figures is system sales instead of statutory sale


GROWTH
2009 (A) 2010 (E) 2011 (E)

Norm. EPS 15.88% 19.58% 11.88%
DPS 28.85% 36.72% 13.86%

INVESTMENT RATIOS
2009 (A) 2010 (E) 2011 (E)

EBITDA £30.14m £36.80m £41.18m
EBIT £28.13m £34.90m £38.31m
Dividend Yield 1.86% 2.54% 2.90%
Dividend Cover 1.90x 1.66x 1.64x
PER 28.25x 23.62x 21.11x
PEG 1.78f 1.21f 1.78f
Net Asset Value PS 12.30p 19.53p 25.97p

[slowandsteady] 18/5/2010 09:02

c2i,

The way the share price is going first thing this morning, we'll be there by lunch time.
Things are definately looking up.

S

[contrarian2investor] 17/5/2010 21:23

SAS,

Another volatile day and DOM shines through the gloom.

The next significant threshold is a mkt cap at or above £600m which is only 5% away (£3.78p). Which IMHO should be achieved prior to the World Cup. Following which the post World Cup update should see DOM @ >£4.00p. Unless of course the markets completely implode.

c2i

[slowandsteady] 17/5/2010 19:43

Nice to see a few bounces off 360 today and a close around that mark too.
Maybe 360 will be a new support level.
It needs a few more tests first though.

With the football World Cup around the corner, things are looking up for DOM.

S

[contrarian2investor] 14/5/2010 19:35

SAS,

I am happy with that. It is FA Cup Weekend and the weather looks like it will be okay. Plus all the various promotional offers that DOM are running. So they should have a really good run into the World Cup. Once again they have out-performed the general market.

Have a good weekend.

c2i

[slowandsteady] 14/5/2010 17:58

So, we didn't quite get what I was hoping for - we're down for the day, but we're still up there pushing 360 which isn't bad considering what the world markets are doing.

Looking forward to next week.

S

[slowandsteady] 13/5/2010 19:35

Yes, philanderer can go on holiday more often if this always happens the day afterwards!

Tomorrow will be very interesting. If we can make more positive ground on good volume then I think we can say good bye to the likes of 340.

However I'll be happy if we can stay above today's closing price and set a new support.

We'll see.

S

[contrarian2investor] 13/5/2010 18:41

SAS,

Yes that is a nice start to our temporary role , phil will be pleased. I could not find any news so I guess we'll find out in the next few days. Tomorrow could lead to our first weekly close above £3.60p.

c2i

[slowandsteady] 13/5/2010 13:51

Well, that's more like it. Hopefully this will hold up until close.

S

[slowandsteady] 12/5/2010 19:46

Yes, it does seem to just be a few of us here.

I'm used to the DGO board which is very busy, so it seems very quiet here.

We're getting some good volume at the moment though (as philanderer has been telling us) so there must be a lot of people invested.

S

[contrarian2investor] 12/5/2010 19:17

SAS,

We'll have to hold the fort between us whilst he's away. Is that okay with you?

c2i

[slowandsteady] 12/5/2010 19:03

Yes, philanderer, have a great time. Enjoy the sunshine.

I'm hoping that now we seem to be politically sorted out, things will start picking up - we'll see.

S

[contrarian2investor] 12/5/2010 18:38

philanderer,

Have nice a holiday and take care. DOM will hopefully be above this level or at least holding £3.40p on your return.

c2i