Dp Eurasia N.v Share Discussion Threads

[hybrasil] 22/1/2021 15:56

AH AH AT LAST someone other than I has bought

[hybrasil] 22/1/2021 11:27

I love talking to myself . Might be in terrible trouble. All these trades are me!

[hybrasil] 21/1/2021 09:22

Someone bought 100k shares yesterday but again tiny trades. I bought 10k this morning

[hybrasil] 20/1/2021 13:11

This is really odd. Virtually no trades. Updated trading statement due due next tuesday I think and based on what they have been saying it has to be good

[hybrasil] 19/1/2021 13:55

Seems to be totally unloved - no trade at all really

[hybrasil] 18/1/2021 16:37

A £60 million market cap and my trades are the only ones today. Maybe I am very stupid?

[hybrasil] 18/1/2021 13:34

Quite weird. My trade is the only one so far today

[hybrasil] 18/1/2021 11:04

Have been trying to buy some for days. Eventually had to pay the offer price this am

[hybrasil] 14/1/2021 14:50

The TRY to GB pound rate is staying pretty static now which is good news

[m_kerr] 21/12/2020 16:37

the 4 million shares are an option, so it's a one way risk free bet. not the same as stumping up his own cash. their core turkish business is market leading and very profitable, and will grow steadily, especially as their competition has been hit very hard from covid. they dominate the market. the problem is the russian business losing money and the turkish lira. my gut feeling, from my experience investing in DOM, is that they will pull out of the russian market (not before losing a shed load of money). what most people forget in turkey, is that double digit inflation means you need to grow by 10% just to stand still.

[hybrasil] 15/12/2020 09:32

Doing the numbers here working on the basis that 1 try = .095p this company is really undervalued by the markets. No wonder they are off to get a Turkish quote. I bought some a few weeks ago at .38 and they fell. The really interesting thing is that the strike price of the guy they took on from dominos Australia on his option over 4 million shares is £1.05 I feel you’ll see a really big jump but then I started investing here when they were first listed have followed my money down and my average is about .75p

[hybrasil] 01/12/2020 17:52

Will they buy Poland. Ie DPP ?

[m_kerr] 27/10/2020 19:35

turkish lira continues to tank. they're boxing with one hand tied behind their back. it's also clear they acquired the russia franchise to sell as a growth story to promote the shares in the IPO. i'm wary about domino's franchises that struggle to make the model work in foreign countries as it has the potential to be a money pit that gets worse and worse. another holding i have is domino's pizza group in the UK, and they wasted maybe £100m in sweden, norway and other markets, making a pigs ear out of exporting the model. it requires local expertise and a tailored approach. in some markets sometimes it's just not viable. we wait and see if they can sort it out.

[hybrasil] 03/6/2020 06:32

a very positive update

[the ghost who walks] 27/3/2020 10:19

Decent results

[galeforce1] 27/3/2020 07:36

This is less dire than I expected, to be honest. It's good news that the Turkish online pizza delivery business is not interrupted, It's continuing as normal and doing very well. "robust like-for-like growth in Turkey experienced in Q4'2019 has continued into the current year." And "in the year to date, the pandemic has had a relatively small impact on the business with the exception of a reduction in dine in business in our Turkish restaurants (although our delivery and take out operations continue as normal). So they are selling alot of pizzas to locked-down families. There are problems in Russia, where they are sacking the management and building a new team.

[galeforce1] 26/3/2020 15:01

SO it's Friday for final results here. Hopefully there will be no surprises in the 2019 figures, but any statement about the ongoing situation is likely to be pretty dire. Turkey is in a strict lockdown. I doubt that the Dominos outlets are able to operate at the moment. But I may be wrong. The situation in Russia may be similar. Trying to be positive, it could be that Turkey's very strict lockdown policy will mean that the country returns to normality reasonably quickly, say within 2 or 3 months on the Chinese model. Ditto Russia. To give an idea of how strict Turkey's lockdown is, a friend emailed me from Antalya saying that over 65's can only leave the house if accompanied by a policeman (they ring the local station and ask for one if they have something essential to do outside the house).

[hybrasil] 30/1/2020 09:20

What a difference a few days make. Since my post 99 the value of the company has increased by £15 million

[hybrasil] 28/1/2020 23:24

I was impressed by the calibre of the people that they are recruiting

[m_kerr] 28/1/2020 17:30

inflation at the moment in turkey is 11% the LFL of 13.1% is just ahead of that, and actually more like 2% growth once you strip out inflation. there weren't any real nasty surprises there, and there hasn't been anything to suggest there would be.

[hybrasil] 28/1/2020 10:44

£70m divided by 800 gives £87500 per store This share could I hope be a multi bagger

[galeforce1] 28/1/2020 09:07

Update looks pretty good. Definitely doing well in Turkey. Russia progress not so rapid, but skewed by a currency effect perhaps? Still zero interest in the shares. I have added a few.

[m_kerr] 25/1/2020 20:01

ah the old 'the share price has fallen so there must be a reason'.

[hybrasil] 23/1/2020 09:05

5 days to a trading update There must be something scary out there to justify this sustained ongoing fall

[m_kerr] 21/1/2020 21:55

'Is a fund raising coming?' the beauty of the domino's model is the very limited capex requirements while expanding, when lots of franchise stores are opened. most of the stores opened in the last couple of years have been franchises. each non franchise store costs about $100k to open, so even corporate stores aren't that expensive to open, with the added benefit of corporate store profit when that route is taken. so with this in mind, the business model at the moment is to use the predictable cashflows from turkey, to fund significant and rapid expansion in russia with a mix or corporate and franchise. i very much doubt there will be a fund raising. where did you get this idea from?