Dp Poland Share Discussion Threads

[mr hangman] 07/6/2011 13:20

Rimmy, very easy, this is very high on froth, stick to DOM, or if your looking
for real growth & a decent price GBR

Regards

Hangers

[cheou812] 07/6/2011 13:14

Rimmy,

DOM's share price has stalled of late because they are not opening stores at anywhere near the rate as they were 2-3 years ago and they've also stopped their sponsorship of Britain's Got Talent.

DPP's share price is considered steep by some but then they have a hell of a lot more scope for growth -- so I know what share I'd rather have.

The managment team here have excellent experience in food retail in Poland, which no doubt has raised expectations.

Still, I worked out share price values on a per store basis and when DPP has their first 24 stores open (by next year), relative to what they are worth in the UK, DPP's share price should be about 200p.

If they open more, which I believe they will, the share price can only grow and grow.

DPP's share price may be about 90p at the minute in relation to DOM's 400p, but look at the market cap and number of shares in issue and you will see that DPP isn't wildly overvalued.

The price of the share alone does not tell the whole story.

[rimmy2000] 07/6/2011 12:55

Hi guys, been watching this for a while. I have a question if anyone can help, without feeling the need for the usual sarcasm thats so prevalent on forums :D

How can we reconcile the fact that Dominos UK trade around £4 with multiple openings and cash generating, and this circa .80p with just one maiden store?

Something seems out of kilter. Either DPP is high on froth and speculation of DOM is seriously undervalued..?

Rgds,

[cheou812] 07/6/2011 12:45

The company said in its annual report that most stores opening this year will open in the second half of the year.

I'm guessing in the autumn, September-ish, after summer hols, which would make sense as people will be heading back to work/school/uni.

I'm 50% up from when I bought in 8-9 months ago and consider this a long-term investment so am happy to hold.

But, yes, it would be good to get a trading update from the one shop that has opened so far in Warsaw.

BTW, Tommo, Poland is co-hosting (with Ukraine) the 2012 European football championships next summer, not the Olympics.

[14tommo] 07/6/2011 08:43

It is very quiet considering the plan was to open a dozen or so stores this year! Some news would be good! Does anyone know any Poles who can tell us how well the pizzas are going down in Warsaw? With the Olympics coming up this looks like it might pole vault off! Maybe time to take another nibble.

[cheou812] 19/5/2011 17:41

Uh, Poland? ;-)

The annual report said they are looking at urban areas only so imagine another few in Warsaw and then probably Krakow.

[a.ahmed2] 19/5/2011 08:17

any one knows when the next outlet would be opened

[andrbea] 06/4/2011 10:28

up 9%

back to 120p hopefully

[andrbea] 28/3/2011 09:36

March 9
Domino's Opens First Store in Poland

Domino's opened its first store in Warsaw, Poland. The store is located in the Mokotow district of Warsaw, which is an ideal location as it serves both residential and business clients.

"This first store is world-class and the quality of the pizzas is outstanding," said Peter Shaw, Executive of Domino's Poland. "We have now taken our first step in realizing our vision to transform the pizza delivery market in Poland, Europe's sixth largest economy. I would like to pay tribute to the incredible energy and professionalism of our team that has made this first store open on time and on budget."

[andrbea] 17/3/2011 18:35

from the finals (out today)

to open 12 stores in Warsaw by end 2011 and a further 15 stores targeted for 2012

-- Loss before tax of GBP411k for the period to 31 December 2010 in line with the board's expectations. Net cash balance of GBP5m at 31 December 2010

Peter Shaw, Chief Executive of DP Poland, said:

"We have made good progress in establishing the team and infrastructure for the development of the Company and are delighted to have opened our first store in Warsaw on time. We aim to offer the highest quality pizza of any delivered pizza in Warsaw and have an extensive marketing plan to ensure that the customer understands our proposition. We are on track to hit our stated expansion targets for 2011 and beyond."

[cestnous] 17/3/2011 15:17

Pretty Percy the poncy Peruvian prince, puchaces Polish pizza prior to piercing the pink panties of Princess Poppy his Polish partner with his pulsating purple p....
OK, I'll shut up now.

[cheou812] 10/3/2011 09:46

If it moves like this with just one store open, what'll happen when there are 20+ stores? ;-P

[andrbea] 10/3/2011 08:32

March 9

Michigan-based Domino's Pizza, Inc (DPZ - Snapshot Report), which currently owns and operates 454 company-owned restaurants and 8,897 franchised restaurants, announced the opening of its first store in Poland, which is Europe's sixth largest economy.

The company has opened the new pizza store through a franchise DP Polska SA, who is the master franchisee for Poland and is owned by DP Poland plc.

Located in the Mokotow district of Warsaw, the new store will be able to easily drive traffic as the area has a high residential population density along with a vibrant commercial population.

We believe with the opening of the first store in Poland, the company will be able to boost its international market share. During the fourth quarter of 2010, Domino's opened 171 restaurants in the international market. The company derives half of its global retail sales from international markets.

The company remains optimistic on its international operations both in terms of sales and store growth and seeks to open stores in new markets. Domino's operates as a pizza delivery company in the United States and in over 65 international markets. The company remains committed to opening 10,000 stores worldwide.

Over the long term, the company expects domestic same-store sales to grow in the range of 1% to 3%, international same-store sales to be up 3% to 5% and global retail sales to jump 4% to 7%.

We have a Zacks #3 Rank (short-term Hold recommendation) on the shares, given the company's higher same-store sales, strong cash position and expansion in international markets. However, we remain cautious on the stock based on cost inflation and competition from peers such as Papa John's International Inc. (PZZA - Snapshot Report) and California Pizza Kitchen Inc. (CPKI - Analyst Report). We also reiterate our long-term Neutral recommendation.

[andrbea] 10/3/2011 08:30

blue again (2%)

[cambium] 07/3/2011 14:08

Another store opening soon?

[cestnous] 07/3/2011 14:07

Must be chomping away from today's price rise.

[cestnous] 28/2/2011 13:48

Maybe the share price will go back up after they take some money this lunch time.

[andrbea] 28/2/2011 07:28

back to the year-high methinks on the back of this:

First store opens

DP Poland is delighted to announce that its first Domino's Pizza store will open its doors for business today, 28 February 2011. The store is located in the affluent Mokotów district of Warsaw, an area south of the city centre, with a high density of apartments and a vibrant business district.



The store opening plan remains on track with a total of 12 Domino's Pizza stores scheduled to be opened in Warsaw by the end of 2011 and a further 15 in 2012. A good number of store leaseholds and initial contracts have already been signed, and design and construction plans are well advanced.



The first 8 store managers recently returned from training at Domino's Pizza in the USA. A commissary has been commissioned in Warsaw with an initial capacity to supply at least 25 Domino's Pizza stores with fresh dough, ingredients and all other menu items.

[haroldthegreat] 22/2/2011 18:53

exactly who is william and has he appeared today causing the shares to fall. it cant be the middle east situation as this is in poland!

[a.ahmed2] 21/2/2011 21:35

who is willam?

[haroldthegreat] 21/2/2011 13:11

rising every day. WHY? 5% today