Dp Poland Share Discussion Threads

[sabre6] 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.

[bigboyo] 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 ?

[lbo] 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.

[hybrasil] 06/4/2018 14:29

And Australia LBO?

[lbo] 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.

[hybrasil] 05/4/2018 12:43

You could ask why US dominos did the same thing with Nigel Wray et al.

[lbo] 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.

[hybrasil] 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

[lbo] 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.

[truffle] 28/3/2018 12:55

That says it all !

[hybrasil] 28/3/2018 07:29

Just had a look at the capital raised here. It goes like this

July 10 £6.5m @50p
Dec 11 £2.75m @60p
Nov 12 £10.5m @15p
June 15 £5.5m @15.8p
Oct 16 £3.2m @48p
June 17 £5.25m @43p

Total £33.7m.

I stand subject to correction that I have it all. Current Market Cap of £49.1m.

[hybrasil] 28/3/2018 07:07

At least someone knows their franny!

[sleepy] 27/3/2018 18:09

Lest there be any misunderstanding it is more fully known as “the prestigious Domino's Pizza Gold Franny Award for operational excellence”!

[guernseymoney] 27/3/2018 16:31

A good company, and another small world in that PCA's FD is NRR's old FC.

Re DPP's results, any thoughts (other than what the hell is a "Gold Franny"?!

[hybrasil] 26/3/2018 10:49

Guernsey

Its a small world. I also hold PCA

[guernseymoney] 22/3/2018 10:22

Hybra - You seem to have a penchant for "really active" threads (e.g. EZH).BTW agree with you re EZH, the brand doesn't justify the stupid premium and the Old Street debacle is a bloody nose. I have put my EZH proceeds into NRR and PCA.

DPP is a hold for me, am off to Poland in a few weeks for a stag party, plan to kick the tyres a bit.

For me, all about how much cash they've got on the B/Sheet and EBITDA growth.

Want to see commissary costs come down a bit also.

[hybrasil] 22/3/2018 09:18

really active thread - this.

Results next Tuesday.

Any views?

[lbo] 30/1/2018 07:23

Was never a shareholder in Global Brands. But many others were sucked into it so called expansion story and a lot of money was lost after its IPO on AIM.

[hybrasil] 29/1/2018 20:33

Lbo was a big shareholder in global brands. I think (and hope) that this is a different kettle of fish.
It will probably need more capital but. Am here for the long haul

[davep4] 29/1/2018 18:17

Thanks, your point regards the length of the Master Franchise are also noted!