Thank you @ADrunkenMarcus |
Tipped by Mötley Fool today. |
I don’t concern myself too much with the accounting classifications but EBIT is forecast at c £240,000 in 2024, rising to over £2.5 million this year and over £4.5 million next, so it’s on a strongly rising trend.
(EBITDA is much higher.) |
“consistent pre-IFRS16 EBITDA profitability in Poland” - what does this mean in P&L terms? How does it compare with 23? |
Turnover for 2024 was a few percent higher than consensus forecasts as on Sharescope. EBIT looks to be in line. There was a note of caution for late 2024 so I expect the market is keen to see early (q1) 2025 trading results, probably announced April. |
If it keeps going like this I suspect dom uk will buy the lot! |
If it keeps going like this I suspect dom uk will buy the lot! |
Projections are promising going into 2025. I’m looking for real traction in maintaining strongly rising EBIT but all is headed the right direction! |
If they do the same as This time last year they’ll be it tomorrow |
I’ll await with interest! Which day? |
Trading statement due next week |
tipped by motley fool as a share for 2025.
Having been invested here for a long time and holding a lot of shares I hope they are right.
I ll buy more so! |
A lot of trades gone through today. |
4*
DP Poland posted more bumper numbers for its Q3 and ytd to September 2024. The Group continues to experience exceptional growth across both Poland and Croatia. In Poland, LFL System Sales grew by 21.8% YTD (end September 2024), order counts grew strongly and most importantly was the main driver of revenue growth, with Poland LFL System Orders increasing by 17.3% YTD. Croatia LFL System Sales grew by 7.5%...from WealthOracle
wealthoracle.co.uk/detailed-result-full/DPP/939 |
I recently topped up. Total holding about 340,000 shares.
Recent results look promising but I’m keen to see them realise their potential in 2025-26 and be firmly on a path to expansion. |
bedford
Im not sure I agree with you. Dom UK put in a lot of money at 9p a share.
All metrics have improved substantially since then. Have a look at the results and the progressive research.
This is one of my largest holdings and indeed I bought another 200k shares recently at 11p ish
My shareholding in dominos uk gave me a 32X return.
All investment carries risk but virtually all the risk is gone out of this share. |
Still an inflated share price in a loss making company. target share price 2 pence at the most. |
Highlights:
13% franchisee EBITDA and 3 year payback;
825 AWOC H1 vs 900 target by 2026 (on course to hit in 2025) and 1200 ambition long term;
Strategy to grow market share paying off;
2/3rds stores over 750 AWOC and 85% stores break even or profitable. |
Thank you Marcus. That would be great. |
I’ll post a few notes after I’ve gone over the recording, but they sounded very confident (natural for management of course).
They think their weekly AWOC target for 2026 will be hit a year early. |
Any nuggets from the conference call? Thanks |
I was pleased to see progress on subfranchising. The system like for like growth also looks promising.
Conference call this afternoon! |
Results look encouraging. |
A £25m market cap is under 0.5x estimated 2024 turnover. I think you could make an argument for the existing store estate to grow further into that. |
The market cap needs to be around to be around £25m or about 2.5 pence per share for this to be investable.
Dominos Sweden, Norway, Switzerland all tanked and Germany has not been a great success.
Poland is very high risk and success is not guaranteed but this is not reflected in DP Poland's inflated share price. |
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