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Share Name Share Symbol Market Type Share ISIN Share Description
Dp Poland Plc LSE:DPP London Ordinary Share GB00B3Q74M51 ORD 0.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.75 7.5% 10.75 10.50 11.00 10.75 10.00 10.00 1,131,721 14:35:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 14.0 -3.5 -1.5 - 63

Dp Poland Share Discussion Threads

Showing 851 to 873 of 1075 messages
Chat Pages: 43  42  41  40  39  38  37  36  35  34  33  32  Older
DateSubjectAuthorDiscuss
19/7/2018
11:15
prettybullish, What I take from this update is that like for like growth is slowing , new openings are slowing (compared to previous year) and it seems the company is trying to conserve cash. For me anyway , the Like for like figures are showing a noteworthy slowdown : Half year 2018 Like for Like growth : 13% Full year 2017 Like for Like growth : 17% Half year 2017 Like for Like growth : 17% Full year 2016 Like for Like growth : 27% Half year 2016 Like for Like growth : 28% Full year 2015 Like for Like growth : 16% Half year 2015 Like for Like growth : 16% Full year 2014 Like for Like growth : 19% Half year 2014 Like for Like growth : 13% Full year 2013 Like for Like growth : 43% Half year 2013 Like for Like growth : 72%
bigboyo
19/7/2018
07:04
Great update this morning....as expected...sales and ebitda increasing and likely to accelerate as stores opened in 2016 and early 2017 now reach breakdown and start to contribute positively towards EBITDA. Look forward to more details in the interims.
prettybullish
10/7/2018
10:35
In Nov 12 they raised £10.5M @ 15p. If they stay longer, they will repeat the same again soon.
a1samu
29/6/2018
18:25
I agree but at these levels I think the valuation looks attractive. European cheese prices are down by 5-10% in the last 6mths, which should trim operating expenses, sales volume should be up due to store openings etc. Lets see, if they dont deliver a good performance against this backdrop then I would be concerned. I also dont think the quantum of shares issued is material, Stg£60k in total across three directors based on 35p share price. Hardly fat cat levels!! Options priced @ 50p and only two year term, so again not too bad and a lot better than the usual 5 year option packages you see with a strike price marginally above current price. I also think that DP have enough of a footprint now that if the price continued at lower levels the company would become a takeover target. Just look at what JAB are doing in the sector.
prettybullish
29/6/2018
16:59
prettybullish, Await the half year results and cash position to see where we are. Too many variables.
bigboyo
29/6/2018
13:40
prettybullish - Good point there. When they turn cash positive I read that they can use an overdraft. With regard to capex, on the one hand they don't need more commissary capacity. On the other hand as a growing business they will be opening new stores. The worst case scenario, in my view, is a modest further capital raise of I would guess less than £4m. Shareholder remuneration - Slightly worried about all the options being issued. They have been very good at issuing new shares over the years. To get a good handle here I would have to have an idea of on the pizza delivery market in Poland. I.e. the competitive dynamics. Who is the leader, who is in second place etc etc.
trytotakeiteasy
28/6/2018
23:08
Read the last presentation, it clearly said that they will not need to raise further financing. Pg 12. "No further equity raise anticipated to deliver 5-year roll-out plan of 145 stores by YE 2023". Of course things can change but would be some change in strategy if they do raise equity but you can never say never. Booming Polish economy, boosted by world cup, H1 results should be positive. Based on timing last year, results announced expected in the next two to three weeks.
prettybullish
11/6/2018
12:18
So essentially it is not clear whether they will need to raise more money. Not least if capex is less than depreciation for the next few years. It will be a close call if they don't need to raise more money.
trytotakeiteasy
11/6/2018
12:15
100 by 2020
hybrasil
11/6/2018
09:46
Bigboyo - but I think the have commissary capacity for 150 stores and only will have 70 by the end of 2018. Also advertising expenditure in 2017 was partly for 2018.
trytotakeiteasy
03/6/2018
10:18
Article in Sunday Mail Dominono Pizza will do good as a result of the World Cup. The same must apply to DPP as well.
sabre6
25/5/2018
16:21
By my reckoning, if cash burn has continued in this financial year at same rate as last year then cash balance NOW will be well less than £2 million (approx 3-4 months cash outflow). This is cutting it really fine for a financiang. Anyone have any info or thoughts ?
bigboyo
17/4/2018
06:41
Domino's unveils pizza delivery 'hotspots' as competition rages https://reut.rs/2Htxa9e
lbo
09/4/2018
09:23
Not sure I would call DPEU one that is doing well. You can see why it was listed and dumped on the market and what's worse it still makes DPP look an even worse investment
lbo
06/4/2018
14:51
Different markets compared to Poland. Size and language would be two major differences in the markets where it's failed to deliver returns.
lbo
06/4/2018
14:29
And Australia LBO?
hybrasil
05/4/2018
13:29
One swallow does not a summer make! Just look at all the money pumped into Dominos Nordic, Switzerland and many other regions setting them up and then they bought out for a lot less.
lbo
05/4/2018
12:43
You could ask why US dominos did the same thing with Nigel Wray et al.
hybrasil
05/4/2018
10:25
What about all the losses also? Or all the salaries and options awarded? When you look at the revenues in context of all the money raised and all the losses then what's really impressive is the salaries and options. You only have to ask yourself why didn't Dominos themselves set up the business and use their own capital or why they have not even bothered to take an equity stake in it at those supposed bargain valuations when they raised all that money? Just like Global Brands they know they will end up buying it for a lot less then what AIM shareholders get fleeced setting it up for.
lbo
05/4/2018
08:40
I have gone back through the turnover figures £ 2011 .452m 2012 1.775m 2013 3.169m 2014 3.849m 2015 3.558m 2016 7.556m 2017 10.377m In my book that is impressive.
hybrasil
03/4/2018
19:25
LBO I sincerely hope you are wrong. As I have said before I was a investor in Global Brands. In fact I had for me a lot of money in Global Brands. This is a different ballgame. It is now beginning to get to critical mass (witness the trial tv advertising). Global Brands never got to that point. The risk reward looks good and I have recently bought some more shares. Time will tell
hybrasil
03/4/2018
11:07
Will end up the same way as Global Brands and the Domino franchise in those countries. AIM Shareholders will be fleeced to raise the money to open up the stores at those stupid valuations and then the parent company will end up stepping in when all shareholders eventually realise they have been fleeced and Dominos will buy it for next to nothing leaving the AIM shareholders with massive losses.
lbo
28/3/2018
12:55
That says it all !
truffle
Chat Pages: 43  42  41  40  39  38  37  36  35  34  33  32  Older
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