Dp Eurasia N.v Share Discussion Threads

[cantrememberthis2] 10/9/2018 09:45

MSIL shorting are you? IMO
Level 2 shows the fat controller.

[cantrememberthis2] 10/9/2018 09:37

MSIL and others might be wise to close out your shorts.
Not long for positive sentiments.

[cantrememberthis2] 10/9/2018 08:30

Buy Interims Tomorrow
I can see this up 20% on growth alone.
Turkish central bank likely to raise rates this week.
Lira will go up.
Expansion and growth key and likely to outstrip issues with currency.
Russian Debt ZERO currency risk now that it is in RUB.

DYOR ALL IMO

Game on.

[cantrememberthis2] 07/9/2018 14:28

Turkish Lira up a few % today.
If Pastor is free and politics sorted whoosh...
1 trading day left for results...

[cantrememberthis2] 06/9/2018 21:04

Haha Reloaded Today

Tranche 1 in DP Eurasia

CEO has tackled many crises.

Also note Prosecutor changed on the US Pastor Case today.

Merkel (Germany) is in their interest to not see Turkey down the pan aka 3m of their peeps have Turkish roots.

Game on.

2 more trading days left!

[ny boy] 03/9/2018 10:38

Way too many economic problems brewing quite rapidly in Turkey, far too esrlybtobuy these, they could easily half again, catch a falling knife jobbie imho

[trytotakeiteasy] 03/9/2018 10:31

IC sell is usually a good buy signal.... it is when they put a buy on something that you want to be worried.

[cantrememberthis2] 24/8/2018 10:09

Investors chronicle added fuel to fire.
I've bought shed loads and will continue.
I've had emails from CEO and happy to add

[shard of glass] 24/8/2018 09:46

A relatively good days trading yesterday and it ended slightly up.

Today about 15k total of AT trade shares has been utilised to sink this share price back about 5% and if I were to be honest it is in ridiculously oversold territory for the company and sales growth delivered in the last update.

Whilst it has to be said the Turkish Lira is 15% higher than its lows and seems now to be stabilising in at the £1 = 7.85 tl level on the spot market (give or take a bit).

Same company behind the scenes and still making on a daily basis decent margin quality food that you can depend on and still growing with it regardless.

Buy in in tranches or go long if you have sufficient margin and wait for algorithm that is manipulating this share price to turn the other way. The market capitalisation and P/E for the size and growth potential of DPEU must be looking silly presently.

If the Turks raise interest rates or DT in the USA gets impeached it should rocket. Furthermore a really sound business is being delivered into any predators hands who wishes it and at a fraction of its true value.

dyor and atb

[its the oxman] 24/8/2018 08:55

Continuous falls. Not sure what will change things here.

[cantrememberthis2] 23/8/2018 07:14

No change in guidance from the looks of it.
People still need to eat and what better way to drown sorrows than a cheap pizza.
Way oversold, once seller cleared whoosh.
Strong buy IMO.

[cantrememberthis2] 22/8/2018 18:20

Look at all those shorts... How dodgy MMs didn't show their trades till close of play...
Way oversold regardless. H1 unchanged... H2 mmmm I've bought more

[maiken] 17/8/2018 18:42

Shard,Obviously I'm not suggesting cheese and tomatoes are flown over from USA [although I buy fresh fruit at my local supermarket that comes from Spain,Chile and South Africa to name just a few,and you can bet turkish supermarkets and restaurants sell fresh produce that has been imported,contrary to your post 36].
Your assertion that ingredients must be locally sourced to be 'supposedly fresh' is clearly a nonsense.
Cheese centrally purchased in huge quantity by DPEU most certainly is influenced price-wise by international pricing,supply and demand.
I agree there may be regional variations and that's why i said "essentially" the same,not exactly the same.Dominos will be seeking to keep those regional variations within limits but that's not really the point here.

DP Poland,whether you missed it or not,have referred to the impact of rising cheese prices on margins to my certain knowledge.Hence I was wondering the same about DPEU.They may,for example,import mozzarella from a nearby country with a euro based currency.It may simply come a couple of hundred miles by lorry.
I did not "liken buying pizza and link it to cheese..." as you say.I linked the margin on selling pizza to the [potentially rising] input cost of ingredients.Nothing nonsensical about that! i don't hold ,although I'm looking at it, so I'll leave you to ponder your losses.Good luck all holders.

[shard of glass] 17/8/2018 16:49

maiken

I think you will probably find I'm not wrong at all and previously followed DP Poland also. Given the parent company of Domino's Pizza is in the US do you really think that cheese and tomatoes will be flown over and imported from the USA or the UK to ensure consistency. What is important is consistency for the country in which the franchise is. To liken buying pizza and link it to cheese as a commodity as you would do say the gold price or a barrel of oil is a nonsense. Better to liken it to say Coffee as a commodity and say Nescafe where it is an acknowledged fact that there are regional variations.

I agree moreso with the previous but one poster in that there are probably short games being played off the back of the weakness in turkish lira but these normally in the first instance get overexaggerated and secondly they turn it on a sixpence when they like. The fact the share price never strengthened when the Lira did I think is the other clue.

I am not complaining for I will be adding at specific retrace intervals.

Never ever also rule out 2 further things. 1. The fact that the parent company could spy buyout potential 2. Share buybacks.

dyor

[maiken] 16/8/2018 13:18

thanks for response shard but I'm confident you are mistaken.Ingredients will be centrally sourced to ensure consistency of product.i.e. your pizza will look and taste essentially the same whether you buy it in Ankara,Moscow or New York.
Dominos Poland,for example,see margin fluctuations depending on underlying cheese prices on the European market.

[cantrememberthis2] 16/8/2018 11:21

Shard- its being shorted and carefully controlled IMO.

The Lira and QATAR support means shorts are probably trying to rinse it down a few more times.

With QATAR offering a $15bn loan you would have that shorts would close...

94p to 90p on the back of a rising LIRA = SHORTED IMO

[shard of glass] 16/8/2018 11:18

I expect all ingredients will be locally sourced and therefore will be paid for in Turkish Lira as you have to do at all supermarkets, restaurants and bars in Turkey.
I think it highly unlikely that ingredients that would be supposedly fresh? would be imported.

As pointed out in a few posts earlier the Turkish Lira a few days back was at one point £1 = 9 TL.

Its now improved about 20% to £1 = 7.38 TL.

That's a circa 20% improvement and although the share porice has followed it down it hasn't yet followed it back up. The share price therefore has a lot of catching up to do..

The last update from DPEU I thought read brilliantly for a growth company.

Investment made and happy to add a few more batches as and when.

dyor

[maiken] 16/8/2018 09:52

can anyone tell me what costs are euro [or $ ]denominated ? I'm guessing ingredients like cheese etc.
The prospectus said they don't hedge commodities but that's all I could see.
I rang Buchanan,their financial PR,but both people who act for DPEU are on holiday and no-one is covering for them !!! Pretty disgraceful given what's going on in both Turkey and the share price...

[cantrememberthis2] 16/8/2018 08:58

Bought in for a trade only.
Lira stabilising...

[shard of glass] 15/8/2018 09:04

Interesting company this one that has just caught my eye and is increasing both sales and the number of outlets. The Turkish lira currency knocks in the last few days has dented the share price with at one point the pound worth nearly 9 Turkish Lira. that's dented the share price also.

However the Turkish Lira exchange rate has been improving over the last two days and is now about £1 to 7.68 Tl as I type on the spot market.

The share price therefore should recover well as things improve and further improve.

I spied some inherent value and bought myself a good slice of this Domino's Pizza enterprise.

Easy takeover target also if things stay the same for any similar companies with stronger currency in $, £ or Euros

Dyor

[blueflex2] 13/8/2018 08:31

Broke down thru 100p barrier. Going south.

[blueflex2] 10/8/2018 15:11

Sold my holding now with loss

[suetballs] 08/8/2018 20:52

tttie - yep I didn't look at the Turkey risk and only saw another dom in the making.
Ah well we can't get it right all the time.
Suet

[costax1654x] 08/8/2018 20:29

Is a new listed company BigDISH,next JustEat,small mcap,huge customer expansion in Asia coming to UK.Ex JustEat Ceo,Ex play.com Ceo,app is on AIS and google,offering discounts at restaurants up to 70%.Brilliant story.It will be a few baggers soon