Dp Eurasia N.v Share Discussion Threads

[microscope] 01/10/2021 18:06

Incidentally M_kerr, well spotted, that is a stunning differential in EV, and unless I'm much mistaken, this company is now very obviously 'in-play'.Looking to add on any significant weakness. Funds a bit tied up at the moment but this has shot number one on my watchlist.Sometimes unfashionable (and probably under-researched in this case too) stocks, provide the best returns.

[microscope] 01/10/2021 09:34

....And re yesterday's RNS is on its way to up to 49.99 percent via further investment at 95p a share.Subdued market (and nothing on here!) reaction thus far but company very much in play now either to Jubilant or possibly another bidder for the rest.If this were a technology or mining company I suspect we'd be hundreds of posts deep by now!Jubilant have stated they don't intend to consider buying the rest 'for at least six months' unless another bidder emerges. Jubilant even highlight the share price fall from 2018 suggesting it was largely because of a mix of currency and illiquidity, despite 85 per cent growth in the business.

[hybrasil] 24/9/2021 20:57

Jubilant owns circa 32% of dpeu

[m_kerr] 12/9/2021 22:40

what you should look for with domino's franchises is the like for like sales growth, and franchisee openings. both are excellent here. it's clearly a well run business with experienced local management, albeit results are soured by a failing russian business. main issue i've had with DPEU is that it's stuck in turkey, the lira being down 70% in the last 5 years. as an investor are you fairly compensated for that heightened currency risk? jubilant foodworks, the domino's franchisor of india, has an enterprise value of £5.3bn, or £3.8m per outlet, compared to around £0.2m per outlet for DPEU (5% of the value).

[microscope] 07/9/2021 08:11

Launch of new chocolate dessert product the absolute highlight :), those with very long memories, CJ and Reggie Perrin would be so proud! :))

'DPEU didn't get where it is today without launching new sweet products, Reggie!'

'Great.' 'Super.'

But not to deflect from these results. In trying circumstances a brilliant outcome, and chart at new highs as I type.

:)

[lennonsalive] 07/9/2021 07:48

Record levels, excellent

[microscope] 07/9/2021 07:33

Wow, raised guidance for FY and strong results.Could we see three figures today? Turkey expanding at record levels despite pandemic and Russia looking more positive.

[microscope] 06/9/2021 14:02

Looks as though no change to 31st May decree, which inter alia, said:

'Online market and food order companies will be able to work as a home / address service between 07.00 – 24.00 on weekdays and weekends.'



Edit: Struggling to find much info on Russia, this was situation in Moscow following an increase in numbers mid-August.

"Bars and restaurants will be required to stop serving customers at 11 p.m., food courts in shopping malls will be closed, and public playgrounds and athletic grounds will be closed, Mr. Sobyanin said. Most employers will be required to keep workers home — with pay — next week. However, Mr. Sobyanin did not impose new restrictions on indoor dining beyond the 11 p.m. cutoff, reflecting the Kremlin’s prioritization of the economy in its policies during the pandemic."

Scroll down:



Hopefully will allow for a fairly strong outlook, which might be key tomorrow

[dicktrade] 06/9/2021 10:09

interims tomorrow

[thecotswoldtrader] 06/9/2021 09:42

Nice ticks up

[microscope] 03/9/2021 15:42

Chart threatening to break out again.

[lennonsalive] 31/8/2021 18:38

DP Eurasia (DPEU)DP Eurasia is the master franchisee of Domino's in Russia, Turkey, Georgia, and Azerbaijan.It holds an exclusive license here and is the largest pizza delivery company in Turkey.Here's an excerpt from the company's recent trading update:However, these high growth percentages are from weak comparators in the year prior. The shares have also been a disaster from IPO.But looking closer, we can see that towards the end of 2020 the moving averages started to turn up and the price broke out.We can see the price rallied strongly through 45p and hit a closing price high of 84p. I've drawn the resistance level here. The stock is consolidating with low volume and low volatility. That tells me the stock is reaching its equilibrium point, where buyers and sellers decide is the correct price. It also means that the stock will likely have a big move when it does move - although this could also be down as well as up!I'm watching the stock closely here for future updates and to see if the price breaks through 84p.PositivesVolume slowing and volatility contractingConfirmed uptrendNegatives Easy comparators from 2020Operates in areas of increased risk both economically and politically

[dicktrade] 31/8/2021 15:51

Len

I did wonder why.
#
Thanks for that

[lennonsalive] 31/8/2021 14:44

Mentioned on Michael Taylor's newsletter as a possible buy, hence the movement today

[hybrasil] 14/7/2021 13:03

I suspect jubilant networks when they get their feet fully under the table will mop up the rest. It’s still very cheap

[lennonsalive] 14/7/2021 11:24

Just needs IC or a tipster to cover it, then it will move up to the next leg

[hybrasil] 14/7/2021 08:43

How stupid is this market.
Great update and only £15k traded

[lennonsalive] 07/6/2021 15:34

Interims on the 8th, seems to be a sell off today

[lennonsalive] 12/5/2021 12:14

Does this share follow the Turkish exchange rate?

[lennonsalive] 14/4/2021 07:51

Back towards 80p

[hybrasil] 01/4/2021 16:18

Great to see so much trade going through

[lennonsalive] 31/3/2021 13:56

A few ticks up today

[hybrasil] 29/3/2021 12:12

See the RNS today by Dominos UK on the sale of their Iceland operation,

Stores valued at over £500,000 each. I keep telling you this is cheap. One day I will be proven right.

[spectoacc] 23/3/2021 08:22

Growth is great but swimming against the rip tide of the Lira.