Dp Poland Share Discussion Threads

[jakleeds] 10/11/2015 08:54

Looks ready to smash through that previous resistance of 24p...

[lbo] 27/10/2015 12:08

Or another pumpty before the dumpty!

[matt123d] 27/10/2015 12:08

Looking good for an attempt at 25p

[hybrasil] 27/10/2015 12:02

tipped somewhere?

[jakleeds] 22/10/2015 16:46

Shame it didn't hold...

[jakleeds] 22/10/2015 12:08

Wow nice turnaround today

[matt123d] 21/10/2015 20:04

Was a large buy order in here first thing. Looking good for a major breakout.

[jakleeds] 21/10/2015 18:24

Lol that would be great but let's not get carried away

[hybrasil] 21/10/2015 18:09

Well this could go to a £1 in a flash

[bckttsim] 21/10/2015 15:30

MRL could be about to go to.

[jakleeds] 21/10/2015 14:41

Wow have we been tipped somewhere I wonder??

[jakleeds] 21/10/2015 14:35

Looking tasty all of a sudden...

[lbo] 14/10/2015 20:14

Yes interesting that they let others do similar with the doomed Global Brands on AIM and plough millions into the failed Swiss Dominos franchise before they stepped back in to pick up the pieces on the cheap and after huge capital outlay. Suspect similar will happen with Poland and we would be better off just investing in Dominos UK and take a leaf from their book and pass on Poland until they show interest in it themselves.

[hybrasil] 14/10/2015 11:29

LBO

You might be right but on the other hand!

Yes I have read the dominos statement today on their business in Switzerland and Germany and I do not believe this will be an easy road.

As I said before I was a shareholder both in the original dom where I made a packet and in the switz version where I lost my investment.

I believe these people will deliver and to that end bought another 100k this am.

[lbo] 14/10/2015 10:53

Sadly Dominos Poland is not run by Dominos UK. You have to ask if the Poland franchise was such a good prospect why did they not do it themselves?

[jakleeds] 14/10/2015 09:04

Dominos Pizza UK flying this morning, top of the leader board, after saying they will smash expectations.

Should see some improving sentiment here as a result....

[proactivest] 25/9/2015 15:27

Video interview with CEO Shaw



The chief executive of DP Poland (LON:DPP), Peter Shaw, comments on the company’s half-year results, which confirmed like-for-like sales had grown for the eleventh consecutive quarter and losses had been cut.

The Domino’s Pizza franchise holder for Poland told investors today it had seen an improvement in store performance and will continue to focus on finding and negotiating new sites.

It also added that it will open its new commissary soon, giving it the capacity to supply fresh dough and ingredients to its stores across Poland.

[bigboyo] 22/9/2015 10:09

Hutton
I did not. I stand corrected and there should be no need for cash call for at least one year, maybe even longer. This does change the investment dynamic.

I am still going to wait to see how many stores open in second half for year and the cash burn for second half before investing. Cash flow is king and the water is not clear enough to make a decision yet.

[huttonr] 21/9/2015 19:17

Bigboyo
In your cash arithmetic, did you take account of the fund raising in July?

£5.5M before expenses (I don't have the net figure).

[ftseproactive] 21/9/2015 16:40

Peter speaks to Proactive Investors .....

[bigboyo] 21/9/2015 11:15

Interesting set of results. IMHO the spin is audacious..

Cash still pouring out of the company, £1.15 million in this half (so at rate of 190K per month) and only one store opened which will contribute more in losses in H2.

Cash and Cash equivalents stood at £3.3 million as at 30.06.15. At similar cashburn, or more realistically a higher cashburn given the new store opening and operational costs, at 31.12.15 I would expect cash to be at less than £2 million.

Results are declared around end March so cash would be hovering around £1.5 million at that point. This is too close for comfort as it leaves the Company open to risk of being squeezed for bigger placement discount.

So, IMHO next cashcall is probably going to take place just after year end 2015 and before the results are published.

You pays your money (now or later ?) and makes your choice.

[salpara111] 28/8/2015 17:33

Not invested but having a look.
I remember looking at Global Brands some time ago and being tempted on the basis of.....look at Dominos in the UK......I wish I had put £20K into that when it was starting out as I could now retire!
Dominoes UK was at 20p in Jan 2002 and is now around 900p so 45x your money in 13.5 years!
But as Global Brands has demonstrated, the concept does not necessarily translate into all markets.
This type of business is highly operationally geared so when....IF.....it reaches the tipping point then it is off like a rocket.
I am not suggesting that Dominoes Poland will be as successful at the UK version but even if it did half as well it would be a stunning success.
I might well fill a sipp for the year with this and if it comes good I guess I get to retire 5 years earlier than currently planned!

[bigboyo] 26/8/2015 11:04

What could possibly be in the results that would warrant such a rise ?