Share Name Share Symbol Market Type Share ISIN Share Description
DP Poland LSE:DPP London Ordinary Share GB00B3Q74M51 ORD 0.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.75p +1.75% 43.50p 43.00p 44.00p 43.50p 42.75p 42.75p 99,323 14:00:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 7.6 -2.5 -1.9 - 65.00

DP Poland Share Discussion Threads

Showing 776 to 797 of 800 messages
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LBO, early days for DPEUR and not looking too good at the moment, be interesting to see how it pans out. DPP is doing nothing wrong at the moment and is looking an exceptional long term investment. Big emphasis from them on 'critical mass' lets see how things go when they begin tv advertising. Some directors have put their money where their mouth is here, very re-assuring.
Very quiet board. Looks like on plan .interesting that an ex manager has decided to purchase 2 units. having worked on the inside he would have the best idea of if a franchise was a viable proposition. Hopefully it will get back to previous highs in time.. By now the company should have refined the menu to suit polish tastes. Have they introduced a vodka flavour ? At a stock spirits presentation they stated poles like a vodka on the way to work. I checked this out with a few polish friends and they confirmed it was true. If a vodka topped pizza appears I want a royalty on each one. Royalty is not a topping !
Bigboyo like a bad smell, you're back, thought you weren't coming back until March!!! Thank you for your wisdom but it won't bring the price down, you've missed out so go and deramp another share. Bye
Thanks Maiken, Updated table for half 1 2017 and this shows cash outflow of £2.7 million in 6 months and will probably be greater than £5 million for the full year to 31 December 2017. In effect the cash raise of £5 million this June will disappear in one year, and the cash figure at 31 December 2017 will probably be around £6 million only (i.e. less than the start figure for the year despite the £ 5million cash raise). I expect a substantial cash raising exercise in early 2018. 2017* is half year only Year to dec ...........2011 -2012 -2013 2014 2015 2016 2017* start cash ............5059 --873 10929 7297 4466 6987 6308 end cash ...............873 10929 -7297 4466 6987 6308 8816 cash raised ..............0 13161 ----0 ---0 5205 3055 5260 Spent cash ............4186 -3105 -3632 2831 2684 3734 2698 Stores open .............12 ---15 ---17 --18 --24 --39 --44 Loss per store ........ 349 --207 --214 -157 -112 --96 --61
From the results I noted the follow statement: We are on track to finish the year with 50+ stores and we have our commissaries and supply chain in place to service c.150 stores, comfortably more than our intermediate target of 100 stores by YE 2020. In the longer term we believe that the Polish market could support at least 300 Domino's pizza stores, with the continued expansion of the Polish economy.
I found your post useful Bigboyo.Thanks
Thanks bigboyo. See you in March!!
Year to dec ...........2011 ---2012 -- 2013 2014 2015 2016 2017 start cash ............5059 ----873 --10929 7297 4466 6987 6308 end cash ...............873 --10929 ---7297 4466 6987 6308 cash raised ..............0 --13161 ------0 ---0 5205 3055 Spent cash ............4186 -- 3105 ---3632 2831 2684 3734 Stores open .............12 -----15 -----17 --18 --24 --39 Loss per store ........ 349 ----207 ----214 -157 -112 --96 Stark data showing losses (all in GB Pounds * thousand .. i.e. 5059 is £ 5,059,000 , 873 is £ 873,000 and all data from annual reports 2011.2012,2013,2014,2015,2016) Spent cash each year despite headline data showing growth. Growth only matters if it generates cash, here cash is being burnt at an astonishing rate and with increased openings together with high losses to bear from openings in 2016 (first 3 years of store opening consume huge cash ) the company will have to come back to the market. Each time, there will be probably be a dilution but to what extent ?? And even the merest sign of a slowdown in Polish economy (and thus reduction in spending power) will lead to share price collapse in my opinion. Await news and will review once full year results out in March 2018. Risk Reward not favourable at present. Declaration, no current position in DPP but have held previous position which was sold.
Results out on Monday week I believe the share price has been impacted as a result of the poor performance of the english restaurant sector. I have been buying this week. I expect the results again to be excellent
Few more capital raises on the cards still IMO but, like you say, once they can confidently say no further dilution, will put a nice 50p floor on the price.
Next thing to happen here is the interims due in early September. They will (virtually certainly) bring more good news The best good news of course will come when they can say that they not need to raise more capital
Sure, but (without wanting to state the obvious) investing in IPOs is riddled with unforeseen risks, some go well, others not so. An offering memorandum is not much more than one giant disclaimer. Sometimes you get lucky - I put a few quid into CHT (Constellation Healthcare Technologies) that IPO'd in 2015 and it got bought out at over double the price it launched in less than 24 months, so that was good. Another IPO I was heavily invested in but lost a lot in was MPL (Mercantile Ports and Logistics) - but this I believe is due to yet-to-be-discovered fraudulent activity. Possibly my worst investment decision to date. Very painful indeed. Re DPP, assuming one got in and out, you could have made a tidy profit selling (or averaging down) when it was turning south. I bought at 12p, 19p, 33p, 56p, 87p, so views and time horizons change all the time - I guess it depends on one's investing style and confidence in a stock.
Well all good. If you would have invested £10000 at the placing at 60p share, it would be worth £8600 today. Not much of an investment! Why would one do such a thing. The top management manages to lose money big time. This is not investing. Just a thought!
@a1samu I don't disagree with the facts and have pointed out the dilution risks in several previous posts. In retrospect, it's very clear that DPP didn't raise enough funds at IPO and it became apparent early on that dilution/rights issues etc would be on the cards, hence why it fell to 8p or so. I think Dominos (or a another company who owned rights) previously tried to launch in Poland some years back but failed. DPP has come a long way since IPO and there is clearly traction now. I do still see further dilution risk, some tail risks for the Polish economy/political landscape, but on balance, I am still long on this share - the company is doing all the right things and has top mgmt.
a1samu,don't forget the big one ! 70million shares placed at 15p in Nov 2012 which the placing document stated was intended to see the company through to break-even ebitda. That one diluted existing shareholders by 73.4% ! The CEO peter Shaw subscribed for a massive £4950 worth.
28.7.2010 Dpp came to market with a price of 50p/share. 23.12.2011 Placed 2.75M shares at a price of 60p. 16.6.2015 Placed 36.5M shares at a price of 17.375p. 2.10.2016 Placed 6.7M shares at a price of 48p. 6.6.2017 Placed 12.2M shares at a price of 43p. Long term vision on 16.6.2015 200-300 stores, later 200 by 2020. Make what you like of this, with the continuous dilution, is this progress inspiring? Under 20M shares on admission on the 28.7.2010, now shares in issue are 150M.
@a1samu Many companies don't make money/breakeven yet the share price grows because of the exponential growth potential in the future (think tech companies, i.e. cyber security ones). Remember that many companies are valued at their discounted fair value - taking into account (1) discount rate, (2) growth rate, (3) terminal growth rate, etc If lots of positives baked into (2) and (3), then accumulated losses are not particularly relevant, since growth potential (and profitability) in future far exceeds short term losses. HOWEVER - what is relevant is further dilution between now and the breakeven/profitability of the stores. A big positive for me is DPP's BoD. Very capable indeed.
I was just about to order one, too hot to cook ha ha
No one wants to eat pizza in weather like this
Plan by Directors is to have 100 stores by year ended 31.12.2020, that is in four years time inc. 2017. Accumulated losses to year ended 31.12.2016 are £16.116M. It is unclear as to from what point losses will stop and accumulated losses commence to be reduced by earnings. It is likely that even the current year will result in losses, to be added to the above accumulated losses . At what stage will the accumulated losses be turned into earnings, to enable the dividends to start to be paid. Even with 100 stores opened, by 2020, it is likely that it will still take some years to achieve to convert the losses to earnings from which dividends can be paid. So it would appear that this share needs at least another 5 years to become an earnings driven enterprise and to be paying dividends. At the moment, all this company is achieving is accumulating larger and larger losses and tapping shareholders for more and more cash, with directors paying themselves hefty wages! I wonder what the justification is on approaching shareholders for more and more cash?, for on existing and current prospects this is not worth 43p/share. 75p is many years away yet! 30p is more likely until the next cash call!
good luck I will keep my eye on them
Sorry portside1 been a bit busy HaHa... For what its worth .... DPP seem to have got their act together now and are building the busness. Not in profit yet, but are increasing the franchised side of the business nicely. IMO they are worth a punt. I bought a while ago, so my average is 27p currently and i'm folding till they get to 75p ... maybe a while yet.
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