Dp Poland Share Discussion Threads

[adrunkenmarcus] 19/3/2024 14:16

I tend to agree!

[montynj] 19/3/2024 12:34

As just one (imperfect) comparison, Domino's Pizza in the US is trading at 3.4x sales even though its growth in the mature local market is relat ively anaemic. DP Poland is now growing at >20% but trading at 1.5x sales. No matter how you spin this, the stock is currently significantly undervalued.

[montynj] 19/3/2024 12:22

Nice breakout on chart

[z1co] 16/1/2024 09:28

Looks like everyone sold out after the last update for Q3 in November.

Q4 even better than Q3 and the strongest quarter in the company's history.

Trading in H2 was very impressive and the company was profitable.

[hybrasil] 14/11/2023 10:25

I have been here a very,very long time and it’s one of my largest holdings!!

[adrunkenmarcus] 14/11/2023 07:35

I take it you’re praising the Lord for the 37% increase in October. 🤩. It does look
Promising!

[hybrasil] 14/11/2023 07:10

Hallelujah

[yellowstoneadvisory] 25/9/2023 14:57

Nils Gornall, CEO, and Edward Kacyrz, CFO, will host a webinar for private investors to present the HY23 results which will be released on 26 September.

Webinar is at 12.30pm on Tuesday 3rd October

Register:

[jm6783] 04/8/2023 14:30

What is happening here? Stock falling sharply

[hybrasil] 21/7/2023 10:18

Well. If you gave up the drink!

[adrunkenmarcus] 21/7/2023 07:32

I don’t know how old you are. I’m pretty young so I hope so!

[hybrasil] 21/7/2023 06:14

That’s the most positive rns I’ve seen here in a long time.

DPP is getting very embedded in the worldwide dominos structure with our director and 2% shareholder Mr Rennie becoming ceo of dominos uk.


The trick is to be here for the end game.

Will I live that long me asks

[garbetklb] 30/6/2023 14:23

Unimpressed all around, I'm afraid. Accounts reported on last possible day to avoid suspension. Loan note to refinance 31/12/24......
I can't see the attraction.

[adrunkenmarcus] 30/6/2023 06:44

I do hope so. Over £5 million ebitda forecast for 2024 but i do hope they can stop diluting.

[hybrasil] 30/6/2023 06:37

You certainly would need to be apatient investor here. I went back through the thread and I started buying here over 11 years ago.

On my reading of the results the ship has at long last steadied and it looks I think (but I would say that wouldn’t I) that the tide will come in

[hybrasil] 29/6/2023 15:37

Results tomorrow

[hybrasil] 26/4/2023 10:00

A drunken

I think the tide has finally turned and at long last things are going to move!

[adrunkenmarcus] 22/4/2023 10:11

I hope that they are able to move forward without raising more equity. Despite higher borrowing costs compared to a few years ago, debt financing is an option (provided they do not go mad!) They need to be at free cashflow break-even; optimise the current store estate and reach its potential; and do better on sub franchising for future expansion.

The company itself has grown substantially on any measure (market cap, store count, revenues etc.) but shareholders have not benefited to date.

[hybrasil] 21/4/2023 05:58

I think the corner has been turned that the need to raise cash has finally gone.

I have bored you before I am sure but the share price of dominos uk did 32x once it turned a similar corner

[hybrasil] 20/4/2023 22:02

I now reckon this is about to take off

[hybrasil] 17/4/2023 08:27

I suspect the upcoming trading statement is the reason for the share price rise


Edit

If it follows last year the statement should issue on Thursday

[adrunkenmarcus] 03/4/2023 09:34

I hadn’t realised that, hybrasil. Let’s hope for some comments on 2023 to date and going forward. I know the full year results are due in two months(!)