Dp Poland Share Discussion Threads

[m1das_touch] 04/3/2014 13:22

I'll be happy with slow progress - I'm still not convinced though that DPP management have what it takes to implement the business model in Poland. Will be nice to be surprised!

[hybrasil] 04/3/2014 11:51

Results due at the end of march. Interesting to see how it is doing. I suspect slowly.

[hybrasil] 28/2/2014 09:20

Acta-topup

Dont follow?

[hybrasil] 20/2/2014 16:13

Yes
I lost my shirt in switzerland and some of the amazing profit that I made in dom

I am punting but if it works it could be very interesting

[bobjones123] 20/2/2014 15:33

I was going to invest here a while ago but decided to wait.

Im not sure the model will work in Poland, it failed in Switzerland and may do here too.

Figures are very poor from existing stores. Its burning cash and they will need another placing soon when the cash runs out.

The company is poorly managed IMO, the CEO Peter Shaw had very little experience and has never ran a listed company before or has any experience in retail, restaurants ect. He is a marketing man

They are behind on all their targets, including store openings ect.

The company has terrible investor relations, dont expect to get a reply when you email/phone the company for info. Its a warning sign for me when shareholders get treated with contempt

It offers little for investors over the next few years, why invest now when you can buy in cheaper later? Why not wait for the business to prove it can work then buy it when it has been de-risked and actually starts generating profit...

I will be sitting on the bench and watching with interest for the moment

[wylecoyote] 11/2/2014 13:18

bigboyo,

I am not sure what you argument is(yes, I am waiting for an update). This is an AIM company so they are not as obliged as main stock market listings to give an update as often. However, you the read across from Dominoes is positive with respect to Dominoes Pizza. I attached a quote from their trading statement;

'The German market generated system sales in the period of EUR2.9m (2012*: EUR1.4m) and like-for-like sales growth of 4.6% (2012*: 21.7%). For the year, system sales were up 184.2% to EUR10.4m (2012*: EUR3.6m) and like-for-like sales were up 14.7% (2012*: 19.3%). The franchisee stores continue to make good sales progress and at higher sales levels than the corporate stores. A new average weekly unit sales (AWUS) record was achieved by one of our franchisees with an AWUS of EUR46k which demonstrates the potential in this market when the marketing, product and service are all superbly executed.'

In all likelyhood, they are still burning cash since it is a start up. The superior brand suggests that they will start to generate cash eventually and become profitable, if executed properly this could be an exciting investment.

[bigboyo] 11/2/2014 08:48

hybrasil,

I hope it pays off for you. But isn't it the case that you should not need to go to Poland to see how they are doing? Companies have a duty to keep investors informed, after all you, as a shareholder, own part of the company.

The abject lack of information is very telling and in my opinion does not bode well. The Germany update from Dominos (DOM) gives us a clue to how the Europeans like their pizzas.

[hybrasil] 05/2/2014 10:42

I bought another 75k today. I hope in the near future to go to poland and have a look and see how they are doing

[bigboyo] 03/2/2014 08:48

Should we assume that no news is bad news and that cash is still haemorrhaging out of the business ?

[guernseymoney] 25/11/2013 14:28

Special report on Poland in today's FT. Lots of positives.

"Global investors seek to build on nation's repuation for stability"

[guernseymoney] 16/11/2013 20:44

Agreed M1das, I look forward to positive strides.

[m1das_touch] 15/11/2013 09:22

Great to see renewed interest in this company, hopefully the increasing volume marks the beginning of a sustained re-rating.

Should get some good news-flow over the next year or so, as further stores open outside of Warsaw and hopefully they'll be more franchise store openings too.

[hybrasil] 15/11/2013 08:45

Another huge trade last night of 5m shares.

[hybrasil] 14/11/2013 11:23

Another chunky today again - had to buy some

[hybrasil] 13/11/2013 15:54

some chunk changed hands today as well

[m1das_touch] 12/11/2013 22:11

Well that confirms it, Ireland based Pagaent Holdings Ltd have bought 3 million shares, or 3.14% of the company. A canny outfit it would seem, in the habit of taking strategic stakes in various businesses, and Nick Furlong is described in the article below (not related to DPP) as a "corporate raider"

[m1das_touch] 11/11/2013 08:29

Some stake-building going on perhaps? Certainly has that feel about it. I could imagine some small-cap fund managers seeing this as a good entry point.

The good news of the last few weeks hasn't yet been reflected in the share-price. Anyone who understands the Domino business model will recognise that the first franchise store is a really significant event and could well mark a turning point in the share-price.

[sabre6] 08/11/2013 15:22

Something up me thinks. I have been bullish on this share so maybe I am about to be proved right.

[bigboyo] 08/11/2013 15:19

Huge volumes going through yesterday and today ... and no movement in price.
Interesting.

[guernseymoney] 05/11/2013 08:43

I'm with you Midas Touch on those thoughts. The brand is very strong but it's patience here that is the clincher along with, like you say, Management coming in good with a successful and profitable roll out of the business model in Poland.

[m1das_touch] 03/11/2013 15:55

Great to have the first sub-franchise store now open, plus the first store outside of Warsaw. Progress is being made, but as ever patience needed for investors!

If management come good in executing what we already know is a successful business model then over a 5-10 year time-frame, the returns from this level could be significant, just as they were with DOM UK & Irl.

I decided to top up at 16.5p - hope I don't live to regret it! These are held in my SIPP, so happy to wait a good few years for profitability.

[guernseymoney] 03/10/2013 20:13

Currypata - I appreciate that insight, any more information on key competitors and barriers to entry appreciated.

I have faith in the Dominos brand and the Directors of DPP. Topped up today, I am now £5k in - average 19.5p BUY - am keeping patient.

[currypata kai] 03/10/2013 14:34

guernseymoney

there are many better pizza places here in Poland than Doninos Pizza...people are quite choosy here.They must be encountering a lot of competition....

[m1das_touch] 29/9/2013 23:02

Thanks sammy, found that worth listening to - Peter Shaw is clearly very upbeat about progress made and prospects for the future. I just wish the board were a bit better at communicating with shareholders between formal financial reports.