Dp Poland Share Discussion Threads

[hybrasil] 24/10/2016 12:01

There will be no news until february with the trading update due then.
Stefan. I certainly feel you will have your 75p by then

[stefanzygmunt] 14/10/2016 17:32

And they could run out of tomato sauce!!!
75p soon, well in the next few months anyway

[a1samu] 14/10/2016 11:23

after the rights issue all of a sudden the market capitalisation shot up to £75M with no benefit to ordinary shareholders. The price is going to be 75p at some indeterminable future time, but how many more rights issues will take place in the meantime and what MC will be the result, which then will mean that the company will have to make larger and larger profits, just to stand still.

in any case, action and reaction will mean that the share price will retreat before it will reach any magic number, like the 75p, and at the same time all sorts of things could go wrong like the polish accountant running of with the rights issue proceedings, never to be heard from ever again.

[stefanzygmunt] 07/10/2016 19:35

A1sam
That really made me laugh as the worst most incompetent post of the day, sorry, week.
Get in now while you can while it's so close to the placing price or are you genuinely stupid. Look who took the shares at the placing price, if you can read ha ha
All in my opinion of course, nothing personal ha ha
75p here we come

[a1samu] 07/10/2016 13:55

after the initial enthusism down do earth with a massive bump!

[a1samu] 05/10/2016 07:08

opportunistic lot, which I hope bodes well for the shareholders in continuing with these offers of new shares.
is this the only company that manages to raise 5%+ of its capital and its share price goes up?

[muscletrade] 05/10/2016 07:05

Peel hunt reiterate BUY and 75p target this morning.

[maiken] 05/10/2016 06:59

shouldn't be too much of a surprise to anyone reading my posts 507,509,537 and 616.As outlined in those posts,the placing is partly to help provide finance to franchisees,is at a small discount and,in my view,it is good news that the placing is now out of the way.

[a1samu] 05/10/2016 06:58

opportunistic lot, which I hope bodes well for the shareholders in continuing with these offers of new shares.

[hybrasil] 05/10/2016 06:24

How about that!!!

[stefanzygmunt] 01/10/2016 10:31

LBO
What are you on about!?!? I'm beginning to think you're an ex Dominos employee that was sacked and you have a grievance. What happened were you making pizzas that were below the exceptional standard that Dominos is famous for.

[lbo] 01/10/2016 09:37

Papa John's International is currently looking for potential franchisees in parts of France, as well as Poland, Germany, Ukraine, Czech Republic and Belgium.

[stefanzygmunt] 01/10/2016 08:39

LBO, still oozing with positivity I see!!!
You seem to spend quite a bit of time commenting on a Company that you think has a bleak future. Strange that!
Like I said before you missed out when it was in the 20's so you're probably hoping it goes back to the 30's to buy in, and if it ever went back to that level, and it probably won't, you'll wait hoping for 20's. Funny that.
Personally I bought loads of these in the 20's, around the time you were trying to put investors off, the same time a director started buying shed loads. I wonder why he did that?!?!? Any ideas?

[anley] 30/9/2016 16:51

So they are taking big profits provided they came in at around the 20p level and any placing of shares........but you can follow there share shares or for that matter anyone else when they sell/buy and have to make a disclosure.

[lbo] 30/9/2016 14:22

According to the last RNS Hargreave are continuing to sell

[anley] 30/9/2016 14:00

Solid Shareholders..............

Substantialnterests At 18March2016,

HargreaveHaleLtd 24,719,130 18.98%
BlackrockInternationalLtd 9,324,297 6%+
PageantHoldingsLtd 9,000,000 6.91%
FMR LLC 6,888,000 5.29%
ThreadneedleAssetManagement 5,965,364 4.58%
Stancroft Trust Ltd 5,044,666 3.87%
HermesInvestmentManagementLtd 4,550,000 3.49%

[lbo] 30/9/2016 11:10

GDP Growth Rates in Poland averaged higher from 1992 until 2006 then they did from 2006 to 2016. And reached an all time high of 6.10 percent in the first quarter of 1997. I think McDonalds have about 300 restaurants now and 30% market share of the polish fast food market.

[anley] 30/9/2016 10:51

That was then and now we are in 2016/17 with a business nearly at break-even and some good solid shareholders + a UK management team that knows just how to operate a pizza business.

[lbo] 30/9/2016 10:05

209 polish McDonald's did 668.4m PLN in revenues and 39.8m PLN in net profit in 2006 and they set up in Poland in 1992 so took 14 years to hit net profits of circa £8m and 209 sites.

[anley] 30/9/2016 09:51

What are you trying to tell us which has or may not have an impact on DPP?

Thanks and I am a new shareholder.

[stefanzygmunt] 26/9/2016 21:55

In #Poland registered unemployment is falling to record levels this year, from month to month. In July it dipped to just 8.6 per cent. This was the best result since 1990. It is the result of economic prosperity, which is helping to create new places of employment. It has also triggered a change in behaviour among employers. A growing number of them have started posting employment offers in job centres.Unemployment in Poland is lower than the EU average.

[stefanzygmunt] 23/9/2016 19:55

Long growth runway
In half-year results announced this morning, management said store opening momentum continues to build, with six stores opened in the year-to-date, taking the total to 29 stores. Strong like-for-like performance of existing stores (+28%), plus the contribution of new stores saw total retail sales (corporate and sub-franchised locations) up by 57% from H1 2015.
A rapidly growing store estate requires considerable investment in property and people, and DP Poland will be lossmaking for some years yet as a result of this upfront investment. This is a normal situation for a franchise rollout from scratch. In time, costs reduce as a percentage of sales and the company starts generating profits.
Generally speaking, I'm not too enamoured of lossmaking businesses. However, Domino's Pizza has proven itself to be a highly successful brand in many countries and the indications are that Poland will be no different. The company's annualised revenues are currently under £6m, and with Poland's population of 38.5m there a long growth runway ahead based on Domino's revenue per capita in more mature markets.
On this basis, I don't see a current valuation of 11 times sales at a share price of 50p as prohibitive for long-term investors.