Dp Poland Share Discussion Threads

[gipps] 14/11/2024 16:55

A lot of trades gone through today.

[martinmc123] 04/11/2024 13:27

4*
DP Poland posted more bumper numbers for its Q3 and ytd to September 2024. The Group continues to experience exceptional growth across both Poland and Croatia. In Poland, LFL System Sales grew by 21.8% YTD (end September 2024), order counts grew strongly and most importantly was the main driver of revenue growth, with Poland LFL System Orders increasing by 17.3% YTD. Croatia LFL System Sales grew by 7.5%...from WealthOracle


wealthoracle.co.uk/detailed-result-full/DPP/939

[adrunkenmarcus] 04/11/2024 10:13

I recently topped up. Total holding about 340,000 shares.

Recent results look promising but I’m keen to see them realise their potential in 2025-26 and be firmly on a path to expansion.

[hybrasil] 04/11/2024 09:58

bedford

Im not sure I agree with you. Dom UK put in a lot of money at 9p a share.

All metrics have improved substantially since then. Have a look at the results and the progressive research.


This is one of my largest holdings and indeed I bought another 200k shares recently at 11p ish

My shareholding in dominos uk gave me a 32X return.

All investment carries risk but virtually all the risk is gone out of this share.

[bedford1976] 02/11/2024 16:03

Still an inflated share price in a loss making company. target share price 2 pence at the most.

[adrunkenmarcus] 18/9/2024 08:21

Highlights:
13% franchisee EBITDA and 3 year payback;
825 AWOC H1 vs 900 target by 2026 (on course to hit in 2025) and 1200 ambition long term;
Strategy to grow market share paying off;
2/3rds stores over 750 AWOC and 85% stores break even or profitable.

[jm6783] 18/9/2024 06:35

Thank you Marcus. That would be great.

[adrunkenmarcus] 17/9/2024 20:05

I’ll post a few notes after I’ve gone over the recording, but they sounded very confident (natural for management of course).

They think their weekly AWOC target for 2026 will be hit a year early.

[jm6783] 17/9/2024 19:58

Any nuggets from the conference call? Thanks

[adrunkenmarcus] 17/9/2024 08:07

I was pleased to see progress on subfranchising. The system like for like growth also looks promising.

Conference call this afternoon!

[gipps] 17/9/2024 06:38

Results look encouraging.

[adrunkenmarcus] 01/8/2024 17:45

A £25m market cap is under 0.5x estimated 2024 turnover. I think you could make an argument for the existing store estate to grow further into that.

[bedford1976] 01/8/2024 16:41

The market cap needs to be around to be around £25m or about 2.5 pence per share for this to be investable.
Dominos Sweden, Norway, Switzerland all tanked and Germany has not been a great success.
Poland is very high risk and success is not guaranteed but this is not reflected in DP Poland's inflated share price.

[i like beer] 31/7/2024 05:05

There is at least one in the food court at the Galleria shopping centre. Every time I've walked through it's been busy.

[jm6783] 30/7/2024 22:15

Can anyone please explain how the share price can be justified if the company is valued at just under 1m pounds a store and is planning to sell stores off to franchisees for only 300k each ?

[yellowstoneadvisory] 30/7/2024 07:06

There is a webinar with management today at 12.30pm. If you've not met the team then tune in to hear the investment story. LFL sales growth reached 26.5% in the last quarter and this team are making huge progress growing the business.
Register:

[my retirement fund] 29/7/2024 08:49

I couldn't find any at all in Krakow, just a restaurant in the square that obviously held a franchise as it had their umbrellas, but it certainly wasn't a proper takeaway/delivery place. I had expected to see some of their delivery drivers around, too, but nope, not one.

[i like beer] 27/7/2024 17:20

Not sure I would share that view. I've been to Poland many times, both takeaway and pizza are popular unless it's a remote village stuck in the old days. I did check out one of the Dominos in Krakow when I was last there and it was packed. Poland has changed a lot in the last 20 years, people have money and eat out regularly.

[yellowstoneadvisory] 25/6/2024 06:52

DPP Private Investor Webinar 12.30pm on 30 July

Nils Gornall, CEO, and Edward Kacyrz, CFO, will host a webinar for private investors to update on performance

Register

[bedford1976] 09/5/2024 11:55

Thanks for the reply. I draw the same conclusion not a particularly great market in Poland, and hugely overvalued market cap / share price.

[my retirement fund] 08/5/2024 19:29

I also asked a Polish guide if she knew anything about the Polish appetite for takeaway Piza and Domino's. She'd never heard of Domino's, and she didn't think most Polish people use takeaways and certainly not for pizza regularly in the same way the British do, adding that most Polish prefer to cook for themselves. I think a large bargepole is required with this one, to be honest.

[my retirement fund] 08/5/2024 19:24

Was in both Krakow and Warsaw recently. Saw lots of Just eat, Deliveroo, Uber food drivers. Not one single Domino's and no dedicated stores either! The only sniff of a Domino's was a restaurant in Krakow that had some Domino's branded umbrellas covering a few outside seats. Certainly no evidence of the sort of Domino's business familiar to any American or British person!

[bedford1976] 08/5/2024 18:26

Market cap around £100m, and then 100 stores values each outlet at £1m. Poland's to the richest of countries and company has been unprofitable for years. Waiting to break even at EBITDA level is it me or does something not stack up here? What is the game changer that makes this worth any to hing like it's current market.

[aldington] 08/4/2024 15:07

But the shareholder is Dominos

[my retirement fund] 03/4/2024 08:07

It seems the only way this company can remain solvent is by constantly tapping shareholders