Dp Eurasia N.v Share Discussion Threads

[hybrasil] 11/12/2019 21:21

Just go onto dpeurasia.com and read the annual report

[groundedkiwi] 11/12/2019 16:04

Not sure what you mean by wrong share? The FT has Fundsmith holding 5% of the shares (in their Emerging Markets Trust). Who are fides?

[hybrasil] 06/12/2019 20:49

I think it will be good fun when it turns

[jammydodger1] 04/12/2019 20:09

Tonight you people need to research ALGWBIG PLANS 100,000,000 million. Credit facility about to be approved and signed by a leading UK asset managerMcap of this company is only 5m nowWill be multiples And way past 20pDnt be left out in the cold

[galeforce1] 04/12/2019 17:42

It looks interesting at this level, I think, and I'm tempted. But if there is a big institution selling I might wait for a bit.
Turkey's economy and currency seem to have stabilised. So has Russia's.
Revenue is growing quite fast, although they seem to be doing better in Turkey than in Russia. It's a very strong brand.
It's a pity that they report in Turkish lira. You have to adjust for 15% inflation. It would be better to report in US$ I think.

[hybrasil] 04/12/2019 17:02

And still it falls.

[hybrasil] 26/11/2019 09:26

Grounded kiwi
I think you have the wrong share
I think the problem here is that fides who are the largest shareholder with 32% want to sell

[hybrasil] 25/11/2019 15:19

What is up here
It seems to be dirt cheap?

[groundedkiwi] 11/11/2019 13:26

Three reasons for the continued fall:

- That's what Mr Market does - transition from exuberance to despair
- The recent results were heavily impacted by fx and debt
- The British master franchise announced it is pulling out of Sweden, Switzerland, Iceland and Norway

My view:

- This is an outstanding brand which made outstanding returns in many markets. The operational performance from this franchise has been as expected, including 31% per annum revenue growth
- The biggest shareholder is Fundsmith at 4.3% and Schroders - both of whom operate an investment process that I respect (and you can attend the Fundsmith Emerging Markets AGM at Barbican in May each year to get their view from the analysts direct)
- Morningstar estimate fair value to be 84p and their '5 star price is 45p...so good value but not yet a cracker.

I am watching and buying tranches at material price improvements until I am fully invested (which for me is about 3-4% of my portfolio...

[hybrasil] 06/11/2019 18:38

why is this tumbling?

[hybrasil] 15/7/2019 07:38

Nothing wrong with that trading update

[lukmanpatel] 10/6/2019 06:20

Another troll by the username lsehotdealz haha, share price is stagnant and there’s talks of fundraise at 10p on that board lol desperation has lead to going round posting on different board to prevent share price from dropping, usually ud stay quiet and average down and accumulate if you see huge potential lmaoo he’s spamming all the boards

[gfrae] 15/4/2019 19:57

Been in Russia for 2 weeks and yet to see a Dominos Pizza. Eaten quit a few nice cheesey bready things for Less than a quid though.

[rndm355] 05/4/2019 11:59

Article- "lots of adj. EBITDA, still waiting on big profits"

[suetballs] 27/2/2019 18:33

Sold out this pm at a big loss - invested proceeds into mks.
Am I crazy? Probably!
Suet

[gfrae] 07/2/2019 14:48

DP poland not happy. Is there any connection with this one ?

[trytotakeiteasy] 01/2/2019 12:08

Bloody hell.. Turkey probably about to blow up again....that someone wants to dump at 105p speaks volumes...

[gfrae] 01/2/2019 11:04

Large placing at 105.

[hybrasil] 01/2/2019 10:08

Why the fall this am??

[suetballs] 14/11/2018 15:41

Shard
Your mentor was spot on.
Suet

[shard of glass] 19/10/2018 17:36

Those that pop through the £1 pound level normally get to £1.20 quickly as my mentor keeps telling me. Not far off now.

[shard of glass] 17/10/2018 19:42

DPEU now has two major things going for it that it never had a few days back.

The diplomatic frictions that had previously existed between President Trump and Mssr Erdogan over the internment of the American pastor Andrew Brunson have now passed since his release. In fact President Trump and Mssr Erdogan now seem to be best buddies.

Secondly the run that had been occurring on the Turkish Lira and had impacted over adversely on the share has passed and the Turkish Lira is now 20% better off against the pound for instance and will probably improve further.

For an expanding and delivering company that was oversold it is looking good for rerate back upwards.

[cantrememberthis2] 10/9/2018 09:50

Tiny incremental raise of bid to close out your shorts = WASTE of TIME.
ALL TIME LOWS
World Cup of revenue for 2 weeks in Jul 18 helps with the FX adjustments.
Also FX hit only counts when returning funds to shareholders i.e. divi etc IMO
All the more - GAME ON.
Handful of hours left chaps,
GLA