Domino's Pizza Share Discussion Threads

[contrarian2investor] 06/10/2010 16:19

philanderer,

Welcome back.
I am looking forward to a DOM year end above £5.

c2i

[philanderer] 05/10/2010 17:07

And...

Domino's Pizza Pontyclun Celebrates its New Store Opening With a Buy One Get One Free Offer on all Pizza Collections (medium & large only)

PONTYCLUN, Wales, October 4, 2010 /PRNewswire/ -- Domino's Pizza Pontyclun ( is set to open its doors today for the very first time today and to celebrate the occasion, the pizza store is offering a range of exclusive offers and discounts for customers in the South Wales area.

The brand new Domino's Pizza outlet is preparing to launch in style with International rugby star and captain of the Wales rugby team, Ryan Jones, set to make a personal appearance at the grand opening. The rugby ace will try his hand at pizza making under the expert guidance of the pizza makers in the Pontyclun store, and will even be delivering a pizza to one lucky Pontyclun resident in the one-of-a-kind Domino's Ferrari.

article:

[philanderer] 05/10/2010 16:46

Just back from holiday ....this from the DTelegraph last week:

"Questor share tip: Hold on to your slice of Domino's Pizza"

The high rating on Domino's Pizza makes the shares a hold, says Questor

[flojo] 29/9/2010 08:16

Have a look at GBR ,same thing .

[contrarian2investor] 22/9/2010 17:32

FromTheBlue,

One as to trade to their own judgement.

However if you look back historically as to how many shares the directors have had and have sold periodically. You will notice that DOM share price as always appreciated back above the share price of the previous share sales share price within a month or so. I remain comfortable that the share price will be above £5 very shortly. As a further counter to your point of discussion if the update next week is poor then the DOM director would not bring attention to himself by selling a week beforehand. Additionally DOM have always been open and straight with investors since coming to market, so I would not expect any negative surprises next week and only positive share price enhancing news.
----------------

Domino's Pizza share sale delivers Nigel Wray £9m
A round-up of the biggest director deals today so far.
22 Sep 2010 - 16:34
Nigel Wray, the entrepreneur who sits on the board of Domino's Pizza, has sold more than £9m in shares in the pizza delivery company.

He offloaded 2m shares at 470p a time, benefitting from a strong rise in the share price since his last big sale of shares. Back in June he pocketed nearly £17m as he sold 4.7m shares at 360p a go.

Domino's has proved to be one of the most recession-proof stocks on the market, benefitting from people's tendency to seek small comforts as they cut back on more expensive luxuries.

In July the company posted a 30% rise in half-year profits to £17m as revenues soared.

Domino's has been rewarding its senior staff for the strong performance. It announced today that it has allocated more than 1.1m shares among chief executive Chris Moore, chief financial officer Lee Ginsberg and Gareth Franks, a director of the company's main operating subsidiary.

Domino's Pizza is a spin-off of the US company of the same name. It operates about 550 stores in Britain and Ireland.

Wray still has about 18.3m shares in Domino's, about 11.35% of the company. He also has stakes in several other companies, and is the chairman of Saracens Rugby Club.

c2i

[fromtheblue] 22/9/2010 15:43

Hardly impressive stock disposals by the directors just before an update. Reduced my holding just in case.

[philanderer] 19/9/2010 08:41

"Domino's in Manchester offers hot and scrumptious breakfast in bed"

A hot and scrumptious breakfast in bed is fantasy of many. This dream will now come true for the citizens of Central Manchester as Domino's is all set to deliver delicious sausages, sweetcured back bacons, egg subs, piping hot Lavazza coffee and also everyone's favorite pizzas at your doorstep! The store will be open 24 hours, 7 days a week and you can get a breakfast sub and coffee just for £7.99 or £14.00

According to Steve Cubittt, the store manager (who is also the current Domino's International Manager of the Year), there was a huge demand for the tempting Domino's breakfast. So the store which was already open till 5 am extended their opening hours to include the very appealing 'breakfast in bed' service. He added that all the citizens and office workers in Central Manchester can now order breakfast (pizzas too!) and it will be delivered to them.

[philanderer] 15/9/2010 16:30

At least a two year view c2i :-)

mr_rush , have DP Poland actually got any outlets open ?

[mr_rush] 14/9/2010 23:12

Hello chaps, what do you think of DP Poland?

[contrarian2investor] 13/9/2010 19:20

Hi philanderer,

Thanks.

Agreed, I'm sure they will have some involvement and many promotions during the 2012 games. However by then I would expect DOM to be nearer (conservatively)to £8.00p. There is nothing wrong with taking a profit or top-slicing, albeit that few have been able to buy back in cheaper since Jan 2009. Those smart and shrewd enough have profitted handsomely.

Are you planning to hold out for the long-term?
I am hoping to hold out for the 20th anniversary.

c2i

[philanderer] 13/9/2010 17:13

475p - 477.7p closing ATH on around 500k traded.

[philanderer] 13/9/2010 13:44

Hi c2i, very well done on your holding. Might be a few bouts of profit taking on the way but surely DOM will get involved in The Olympic Games - several years of holding to be done here I think :-)

[contrarian2investor] 10/9/2010 18:20

philanderer,

It is good to see that your are still holding the fort, I have not been blogging much of late. DOM 30 bagged (ipo price 50p divided by share split 3.2 =15.625p) for me yesterday at £4.6875p. Since then some people have taken at little bit of profit. I await the next update and a push towards the glass ceiling of £5, which should be achieved prior to Xmas. Especially with the students back in dorms, ordering on-line and by phone.

I don't believe that DOM is a takeover target, however given the PE's that Burger King and Carluccio's (both significantly weaker companies I might add)are being offered to be taken over. It was inevitable that DOM would be looked at, on much more favourable terms. Would the DOM board consider a quick 50% premium like Carluccio's? Everyone has their price.

All the best c2i

[philanderer] 08/9/2010 17:22

Daily Mail this morning on yesterday`s rise...

"...Buying ahead of the interim management statement on September 29 helped Domino's Pizza climb 19.1p to a year's high of 465.6p."

Read more:

[philanderer] 07/9/2010 20:08

FTSE 250 - Risers

Micro Focus International Plc (MCRO) 334.50p +5.55%
Domino's Pizza UK & IRL (DOM) 466.00p +4.37%
Stobart Group Ltd. (STOB) 145.60p +3.63%
Sports Direct International (SPD) 117.00p +3.08%
Weir Group (WEIR) 1,319.00p +2.81%
Tate & Lyle (TATE) 450.80p +2.81%
UK Commercial Property Trust (UKCM) 81.25p +2.46%
Redrow (RDW) 126.60p +2.26%
Fidessa (FDSA) 1,410.00p +2.17%
Soco International (SIA) 453.10p +2.16%

[turnerpa51] 07/9/2010 11:43

Not heard a thing, but surely Dom has to be a tko target?, if not its got a good business model, and a pretty good product [seem slightly pricey for what they are to me as an old boy...]and so far all the p&l has been going in the right direction, a week ago I was hoping for £5, having sold 600 a few weeks ago and buying other things that went up don't feel too badly, but I need to reduce a very large holding, cgt and all that.

[philanderer] 07/9/2010 10:27

Impressive share price considering the weak markets.

ATH at present 451 - 453

[philanderer] 03/9/2010 20:46

Profit taking today..

FTSE 250 - Fallers

Connaught (CNT) 16.60p -12.26%
Soco International (SIA) 436.60p -8.39%
Yell Group (YELL) 16.75p -5.85%
SDL International (SDL) 557.00p -3.13%
Xchanging (XCH) 135.10p -2.74%
Dunelm Group (DNLM) 386.30p -2.57%
Domino's Pizza UK & IRL (DOM) 439.50p -2.40%
IG Group Holdings (IGG) 511.00p -2.29%
Hunting (HTG) 624.00p -2.04%
Rank Group (RNK) 112.20p -2.01%

[gj2] 02/9/2010 19:25

As well as the Burger King situation, it appears that Carluchios have been the subject of a bid today .....

[philanderer] 02/9/2010 18:35

Can`t win `em all ;-)

[jon827] 02/9/2010 17:15

yep out of stob as well... with a haircut!

[philanderer] 02/9/2010 17:12

Afternoon Jon.

Did you bail out of STOB ok ?

[jon827] 02/9/2010 16:42

lol that was a stealth rally at the end there, and here's me thinking I will get back in soon! Lol

[philanderer] 02/9/2010 16:37

That is definitely a closing all time high... 448.7p - 450.3p , 600k traded.