Find Your Broker
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
  -1.75p -12.96% 11.75p 11.50p 12.00p 13.25p 11.75p 13.25p 1,031,623 11:28:54
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 10.4 -2.6 -1.9 - 17.96

DP Poland Share Discussion Threads

Showing 951 to 974 of 975 messages
Chat Pages: 39  38  37  36  35  34  33  32  31  30  29  28  Older
DateSubjectAuthorDiscuss
12/12/2018
21:08
Track record important. Without one no credibility,
the ghost who walks
12/12/2018
20:00
Value creation still evident it looks after reading the trading update
the ghost who walks
12/12/2018
16:14
No sign of the ghost who walks!? Maybe he should now be called the Ghost who ran away!!! The pumping on this share has been shameful and now the chickens are coming home to roost. Will the burned AIM investors even stomach another fundraising which will have to be at a very deep and painful discount? If not as I said the only buyer left is then Dominos themselves and I doubt they will place any equity value on the business as it is for the beleaguered AIM holders as they can just wait and step in when it eventually runs out of cash and goes under and they can get it for free anyway.
lbo
12/12/2018
15:59
I hate to say I told you so, but look at my post 872 about slowing sales momentum. Facts do not lie. The real question now is when the next rights issue is going to be and at what price. Probably better its sooner rather than later otherwise all bargaining chips are with underwriters who WILL screw the existing shareholders.
bigboyo
12/12/2018
11:31
Looks like this one is heading for the knackers yard! Management have lost all credibility. Probably the best outcome is for DPP to be taken over by another company.
trytotakeiteasy
12/12/2018
09:52
They are in a lot of small caps that are coming under serious pressure. Not sure they can afford to take the long road in them all as the markets could remain depressed much longer then they can remain liquid if they have to average in and support all those falling share prices
lbo
12/12/2018
09:48
Pageant take the long road
hybrasil
12/12/2018
09:33
If Pageant cut their losses then the share price has a lot further to fall and it's the end of DPP. Perhaps the only thing they can do now is try support the share price but it looks grim and they will need also to support a rights issues very soon too
lbo
12/12/2018
07:44
Unfortunately lbo today's rns shows your pessimism to have been fully justified
hybrasil
10/12/2018
12:38
You are missing the point. When all the heavy lifting has been done and AIM investors monies burned setting it up in Poland they will of course step in. As has been seen before on AIM the MFA will be worth next to nothing in those negotiations as the buyer will ultimately control the destiny of the MFA.
lbo
10/12/2018
12:14
bigboyo - I can't disagree that director remuneration here has been questionable. Also the shares issued since the listing. Shares options issued to directors in 2017 were significant. A year in which the group made a £2.7m loss! What was the reward for? Also the exercise price of 0.5p is hardly demanding. LBO - Of course in theory you are right. In practice there is little incentive from the US company to terminate the MFA. If the main company started terminating master franchise agreements then they wouldn't be able to attract new master franchisees. DPP has done what the main US company wants. Open lots of stores to generate more royalty revenue for them. I just don't consider this to be a major risk for a company that is growing the Domino's store footprint. If you consider it to be a major risk why is that?
trytotakeiteasy
08/12/2018
16:57
There a lot more conditions then just quality and expansion targets that would enable them to terminate the MFA. (b) Termination by DPOF. DPOF may terminate the MFA earlier than the expiry of the above-mentioned term if the total number of stores opened in Poland at 31 December in each year is less than the development quota of stores specified in the MFA. It may also terminate the MFA in a number of other circumstances, including failure to comply in a timely fashion with DPOF's requirements for the submission of sales reports and other financial data or the payment when due of the royalty fee or advertising fee payable under the MFA. Termination may also be due to a failure by DPOF or its sub-franchisees to observe other provisions of the MFA dealing with the protection of the Domino's Pizza trademarks and/or the covenants by which DPP SA agrees to keep confidential information disclosed to it relating to the Domino's Pizza system and not to carry on or become interested in any similar business in Poland
lbo
06/12/2018
15:28
Th reason that the Master Franchise Holders decided to float on aim was to get suckers to pay for the losses of the new openings ... the initial investors are sitting at a loss, will be for the foreseeable future and have yet to see ANY sign of future profitability. As an investment proposition, its been a TOTAL dog and nothing from the figures to date changes that. 20/7/2010 --- shares issued at 50p 6/12/2018 --- share value 24p (return of -52% or around -70% if money in bank) 20/7/2020 --- share value ??? In meantime look at the how much the directors have rewarded themselves : Year to dec ...........|2011 | 2012 | 2013 |2014 | 2015 | 2016 | 2017 |2018 start cash (000).......|5059 | .873 |10929 |7297 | 4466 | 6987 | 6308 |4505 end cash (000).........| 873 |10929 |.7297 |4466 | 6987 | 6308 | 4505 | cash raised (000)......| ..0 |13161 |... 0 |...0 | 5205 | 3055 | 5260 | Spent cash (000).......|4186 |.3105 |.3632 |2831 | 2684 | 3734 | 6831 | tot £27m Directors Pay (000)....| 185 |..194 |..283 |.328 | .351 | .352 | .325 | tot £2m ShareBasedPayment(000) | 113 |..127 |..127 |..73 | .214 | .352 | .253 | tot £1.3m Stores open ...........|..12 |...15 |...17 |..18 | ..24 | ..39 | ..54 | Loss per store (000)...|.349 |..207 |..214 |.157 | .112 | ..96 | .126 | Weighted shares (mill) |..17 |...28 |...92 |..92 | .109 | .129 | .142 | Grp EBIDTA LOSS (mill) |1.76 |2.673 |2.844 |2.40 |1.645 |1.580 |1.780 |
bigboyo
29/11/2018
10:34
LBO - My understanding is that the franchise agreement would only have to be handed back if there are quality issues or if they didn't expand. The master company in the US doesn't care as long as there are more stores. More stores means that the master company gets more revenue. The reality is that we should be close to profits in 2021 or shortly afterwards. If they can deliver on their promise.
trytotakeiteasy
29/11/2018
10:33
They have had over 8 years to build it to scale and are still making losses. The clock is ticking on the franchise agreement having to be handed back
lbo
29/11/2018
09:07
aDrunkenMarcus - Good point. They listed with no stores in 2010 and opened the first store in 2011. So they listed only with the Polish Domino's Pizza master franchise agreement i.e. just with a piece of paper. It is unusual for companies to list like that. Investors are really providing high risk venture capital funding. Most listed businesses at least have revenue although lots on AIM don't. Generally I agree. They should have listed when they were more stable. The result of listing so early on has been successive equity issues. Number of shares from 20m to 153m and counting.
trytotakeiteasy
29/11/2018
09:01
An interesting summary - thanks for sharing. It takes time to build a business to scale and I sometimes wonder if DPP would have been better developing somewhat as a private company before floating publicly.
adrunkenmarcus
28/11/2018
18:18
They have a huge amount of share options. CEO has I think over 3 million vested options (i.e. allowable for excise) at 0.5 pence. Why would he buy shares at 25p when he can vest options and buy them at 0.5p. See the annual report.
trytotakeiteasy
28/11/2018
15:53
Why aren't the Directors buying?Gold Investors Target Executives With Less Skin in the Game https://www.bloomberg.com/news/articles/2018-11-27/coalition-of-gold-investors-says-exec-ownership-key-to-returns
lbo
27/11/2018
18:32
cube.investments/dp-poland-dpp-the-bull-and-bear-case/
trytotakeiteasy
26/11/2018
16:08
That was quite a large buy today. Has someone called the bottom or do they have great confidence in this company.
sabre6
20/11/2018
12:05
After being down almost 5% today to 26p, this is still heading towards 20-22p or lower. There is no cash or value in this share!(see my comments number 875 & 878.)
a1samu
24/9/2018
17:41
Interested in any feedback from this. Thanks
the ghost who walks
23/9/2018
00:37
The full line up for Mello in the City on Tuesday at 11am will be PTSG, Dominos Poland, Nichols, Fulham Shore and Judges Scientific all presenting for 40 minutes with lunch and drinks included. I have six places left so reserve a place via Http://www.freesharedata.com/mello
davidosh
Chat Pages: 39  38  37  36  35  34  33  32  31  30  29  28  Older
Your Recent History
LSE
DPP
DP Poland
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20181214 15:22:44