Dp Poland Share Discussion Threads

[replicas1967] 26/6/2020 06:35

Showing down 14% on IG ?

[hybrasil] 26/6/2020 06:23

That’s more like it. Excellent trading statement in the current environment.

[18bt] 22/5/2020 11:50

Agreed no comment on 2020 is odd. I can only think that they thought the 2019 results and especially the acceleration in H2 would satisfy shareholders. The AGM is going to follow quite quickly so they should be in a good position to comment then and will also know whether dine-in competition opening up has had any effect. Given the relative strength of Poland's economy vs the larger EU states, this is one to watch, but well below the radar.

[adrunkenmarcus] 22/5/2020 07:37

It does seem odd that they did not refer to January, February, March or even April like for like sales. Like you, I'd suspect them to be quite good and April, in particular, was a period where restaurants were closed so people would be ordering food deliveries at home. They referred to their beneficial online order operation in an earlier update postponing the full year results. They did indicate they have enough cash for at least a year, they think, which could be worse. If we get to c. May 2021 and group losses are narrowing substantially as forecast and on a clear path to 2022 cashflow breakeven then that would be great. They do have a borrowing facility which might be an option rather than raising yet more equity. Dilution for me has been the key risk. I remain critical of previous management for not raising much more equity at high market prices in 2016-17 and even saying in March 2018 that they saw no need for an equity raise!

[hybrasil] 22/5/2020 06:56

Have read the results carefully. Its what they don't say is inexplicable. How can a ceo finance director and chairman give no indication whatsoever as to the financial position on trading between december 2019 and now. None. This is not what being a public company is about. You can be sure they have management accounts to date and give no indication whatsoever as to the position. I suspect its quite good - after all they have been trading the whole way through covid. So what are they up to?

[adrunkenmarcus] 22/5/2020 06:35

They are now.

[hybrasil] 14/5/2020 09:18

I would have thought results would be out by now

[adrunkenmarcus] 30/4/2020 07:47

They usually have an AGM early May, which includes a further trading update to the full year (usually released end March). I wonder if they will combine them this year, enabling the full year results to be made available and also any like for like sales / trading update data from April?

[the ghost who walks] 30/4/2020 06:29

Wondering when they will report. I've bought into this following dpeu ln announcement as this looks cheap and I'm guessing has the same trends.

[matt123d] 17/4/2020 21:13

See if it can get in the gap with a second attempt 10.5p to approx 15p area.

[the ghost who walks] 17/4/2020 19:23

Also bought back in. Think a bit off the radar and seems less exposed to crisis.

[matt123d] 31/3/2020 13:04

Added back here over the past couple of days, better than the 6.5p anticipated.

[adrunkenmarcus] 30/3/2020 07:28

We are dependent on whether takeaway services are continued to be permitted to operate. However, if people are not going to restaurants and still want something cooked for them, then Domino's Pizza seems reasonably well positioned provided they can continue to operate. Their comments on lower ingredient costs and the labour situation were also encouraging.

[18bt] 30/3/2020 06:59

Vaguely encouraging update this morning, but how long will it last

[matt123d] 21/1/2020 10:48

Taken profits now. Will probably buy back if it sees 6.5p offered.

[shanur90] 20/1/2020 19:02

Why the rise here past few days. Pizza selling good is it in Poland?

[matt123d] 20/1/2020 14:18

Nice move, added more below 7p.

[sabre6] 20/1/2020 13:46

Why the jump on SP?

[parvez] 14/1/2020 20:47

Until now the investment has been in increasing the footprint which takes time. Let’s hope the profitability cycle now kicks in

[adrunkenmarcus] 14/1/2020 20:27

We have to assume they met earnings expectations for 2019, because they'd have had to issue an RNS if not (as they did in 2018). Therefore, I hope they meet 2020 and 2021 expectations for revenue of £16.7m and £19.9m respectively. And EBITDA breakeven in 2022! I hope the new CEO will do some interviews or communicate at length.

[hybrasil] 14/1/2020 14:06

Parvez I topped up at 5p. Hopefully we are right!

[matt123d] 14/1/2020 11:00

Looks as though EVE has a greater probability of getting to zero.

[cantrememberthis2] 14/1/2020 10:09

Bank profit? Easy 1x Bagger all over it EVE SLEEP Cash in Bank higher than Market Cap Just 6 days time for results HTTPS://mobile.twitter.com/DeepValueHunte1/status/1214497603364282370