Dp Poland Share Discussion Threads

[lbo] 30/3/2019 06:49

And after all that equity issuance you think going from 0 to 66 stores in 9 years and £12.4m in revenue over 66 stores is a good result? Whats that revenue per store? Also do you know how much money was raised/wasted just to result in a 9 year old £12m turnover loss making company? Do you know what the total losses have been over the 9 years? And do you know what was actually presented at each fundraising yet has failed to have been delivered still 9 years later. Also for such a great business why are so few stores sub-franchised and the rate of sub-franchised per year stores has been falling. What is it they say about fool me once shame on you but fool me twice then shame on me! And lets not forget Peter was paid £163,000 in 2017 and a £38,000 bonus while Mr Jania was paid £118,000 in 2017 and with this including a £32,000 bonus (the group made a £2.6m loss in 2017). And lets not even mention all the options at 0.5p https://pdfs.investorschronicle.co.uk/IC_Alpha_Phil_Weekly_290319.pdf

[adrunkenmarcus] 29/3/2019 21:05

Alternatively, they've grown from 0 stores in 2010 to 66 stores in 2019. And gone from no revenue to £12.4 million revenue. The issue is that early shareholders have not benefited from the growth in the company's market, cap due to the considerable equity issuance.

[bigboyo] 28/3/2019 20:39

There is NO value creation here : 2010 ... Share Price at flotation 50p 2019 ... Share price 8p QED

[the ghost who walks] 28/3/2019 20:06

The key is to focus on value creation

[lbo] 28/3/2019 06:22

how successful have you been in DPP spouting that for the last year as the share price just kept falling and falling!?https://uk.advfn.com/cmn/fbb/thread.php3?id=22990384&from=934#firstpost

[adrunkenmarcus] 27/3/2019 20:59

The market cap represents about 1.2 times estimated 2020 revenues.

[the ghost who walks] 27/3/2019 19:50

Focus on the value and don’t anchor - you will be more successful as an investor.

[lbo] 27/3/2019 10:58

3 months ago you said on here to 'Focus on value creation'Its now down again another 50% since and would need to rise by 100% just to get back to that share price when you made that comment. Looks a lot more like shareholder value has been destroyed then been created.

[the ghost who walks] 26/3/2019 19:01

Value creation in this half was a bit lower than in last half

[lbo] 26/3/2019 16:05

https://seekingalpha.com/article/4251060-incentivizing-executives-adjusted-ebitda-problematic

[lbo] 26/3/2019 08:52

some scam this has been!

[hamidahamida] 20/3/2019 18:35

They have a huge amount of share options. CEO has I think over 3 million vested options at 0.5 pence. Why would he buy shares at 8p when he can vest options and buy them at 0.5p. See the annual report.

[lbo] 18/3/2019 14:41

http://www.cityam.com/274786/dominos-pizza-franchisees-demand-meeting-top-boss-over

[adrunkenmarcus] 15/2/2019 21:13

I've bought more at 8p. My average before that was in the teens. I think it right that the CEO is leaving, given the statements back in March 2018 that they foresaw no further equity raise to get to 145 stores at end 2023. The share price was above 50p in late 2016 and early 2017 - they could have raised twice, three or even four times the capital they're raising now with much less dilution. They need to make real progress on subfranchising and getting to group breakeven. I hold the UK one and might add the global one too. Best wishes,

[bigboyo] 15/2/2019 16:00

So now, with the potential 97 MILLION added shares, there will be some 240 MILLION shares in issue if the current placing is approved. I thought the last big dilution in 2012 was bad. This one can only be described as shocking. Dominos USA needs to share the blame as they must have approved this bunch of utter incompetents to become master franchisees. The only asset they had at flotation was a 15 year license .. a 15 year license to lose a hell of a lotta of other peoples money. I think there is a moral case for Dominos to compensate the shareholders of DPP.

[lbo] 08/2/2019 15:24

And no sign now of many of the other rampers who were talking it up! The whole fiasco smells and it ain't of Pizza!

[a1samu] 08/2/2019 09:25

I see Hardman speculated on 12.12.18 that this share is worth 47p/share. The best that small, aim investors could do is to stay away because this will drift back to 6p and below for there is no value left in this enterprise with the master franchiser sucking all cash out of the situation and the marketplace becoming more competitive. After all the poles prefer sauer cabbage to Italian dry, tasteless, thin pizza.

[haroldthegreat] 07/2/2019 11:08

So some are offered shares @6p that they can sell at 8 p in the market but small pi not offered the new shares and have suffered the drop today . Great .

[lbo] 07/2/2019 11:01

Really Hardman? After that report in only December?https://twitter.com/hardmanandco/status/1093462138415472640?s=21Disappointing trading update reflecting competitive headwinds and warm weather, accompanied by a fundraising. Share price -42%

[lbo] 07/2/2019 10:36

And then only in December!https://www.directorstalkinterviews.com/wp-content/uploads/2018/12/DP-Poland-Trading-update-12-December-2018-2.pdfAIM investors have been scammed yet again and now all the way down to 6p

[lbo] 07/2/2019 10:31

What a disgrace!https://www.proactiveinvestors.co.uk/companies/news/201753/dp-poland-tipped-to-benefit-as-discounter-exits-polish-pizza-market-201753.html

[lbo] 07/2/2019 09:15

Sorry to hear that Hybrasil. They really did a number on AIM investors. And Peter walks off into the sunset! Wonder how much he made off the backs of leading AIM investors up the garden path!?

[fillipe] 07/2/2019 09:00

A dearth of enthusiasm from non-holders to dive into the new lower share price patch, this morning - despite the huge discount to yesterday's close. f