Dp Poland Live Discussion

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Kestrel205 01 Dec 2017

Share Price This hasn't been performing very well recently - any reasons anybody?

MaX ProfOrdiS 05 Jun 2017

My Pipe Dream ... that all today's sales are investigated by the LSE!!Not happy that the company is making this announcement after hours; should have been made at 7am this morning.As per usual, city insiders will probably be able to get away scot free!!

Kestrel205 08 May 2017

TRADER TIPS: City insiders say buy DP Poland, the franchise owner of Domino’s Pizza, [link]

seadoc 13 Mar 2017

Re: Norway, Sweden, Iceland Andy,Few links here:PP.L&threshold=0&it=le&action=detail&id=11968337Seadoc" target="blank" rel="nofollow">[link]

San Jaime 11 Mar 2017

Re: Norway, Sweden, Iceland Andy - Correct.These Scandinavia countries franchises are nothing to do with DPP.As you say DPP is a separate Domino's company operating in Poland, listed in London.This week Domino's Pizza Group (DOM) announced expansion of their Norway business by integrating the established Norwegian Dolly Dimple's business into their operations in Norway.In the past there has been speculation that DOM may take over DPP, however this remains pure speculation....As an aside DOM took a peak 15% drop down hit this week - after publishing excellent results, but some brokers talked down the stock due to slower growth figures. I took advantage of this drop by selling some DPP at 53.5 and buying DOM at 333.3 since this share is pretty flat at the moment.Have investments in DOM, DPP, JE and FRAN which have all made me money - DYOR.SJI

Andy46 11 Mar 2017

Re: Norway, Sweden, Iceland Hi, It was my understanding that DP Poland only had the master franchise to operate in Poland. So what have Norway, Sweden and Iceland got to do with it ?? Thanks

cosmos 09 Feb 2017

I think what may have disappointed the market is the lack of any mention around EBITDA performance, particularly of the oldest stores. If you look at previous trading statements there has typically been a mention. Hopefully, there is nothing sinister behind the omission and management are simply saving the detail for the full year results. Also, let's not forget the massive recent run up in the share price. DPP's market cap is now approaching £80m or roughly £2m per store. That is not far off DOM UK with its £1.8bn+ valuation and 850+ (cash generating, high EBITDA) store estate. Now I know that DPP has a far superior growth profile, which goes a long to explain the difference. But I suspect that until the market sees news around continued EBITDA ramp up and (above all) details around the timing of cash-flow break-even, the share price may struggle to progress further in the short term. I say all this as someone who has held the stock since it was below 20p, has no intention of selling and is a massive LT bull on the company

Kestrel205 08 Feb 2017

Re: Wow Was thinking the same - great number but up 4%?[link]

seadoc 08 Feb 2017

Wow Have I missed something?PP/news/item/2262588/update-store-performance?context=LSEPPUp" target="blank" rel="nofollow">[link] but 3%Regards,Seadoc

Kestrel205 26 Jan 2017

Expansion Just checked the location section on their website and they now have 35 stores in 11cities - looking forward to the company update in early February - hopefully should be a good one.

Eadwig 26 Jan 2017

Re: Norway, Sweden, Iceland I read somewhere that the first Swedish store has opened up this New Year. So expansion grows apace. 19 stores in Iceland? The whole population is only about the size of Nottingham. Lot of money in Iceland though.

John_S 05 Oct 2016

Re: Great News An interview with Peter Shaw, CEO on Proactive Investor.[link]

pharmaspecialist 05 Oct 2016

Re: Great News Yes, the placing price is very encouraging athough, in terms of financial performance, this is still a jam (or should I say tomato topping) tomorrow situation. I originally invested a small amount at less than half the current price because the basic business model was proven and all the numbers were moving in the right direction and I think the modern Polish culture is quite entrepreneurial. I expect to be a long term holder, but it is early days yet.

John_S 05 Oct 2016

Great News Great news from the company.[link] month ago the company were talking about 29 stores with 4 to open. Now with this new cash (and shares) it's another 20 stores, with the talk of 100 by 2020.One hour into trading and a half million shares traded, and up 17%. It seems folks want to hang onto the shares they have, and others want in, so up goes the price.I'm in for the long term.~John~

long term hold 19 Sep 2016

Re: Results Agreed. Very strong numbers. No following from broker community right now. They are getting close to break even and are not burning much cash. 2017 looks like the inflection year after which earnings should accelerate. Very exciting opportunity. Look back at dominos uk from its early days to see the enormous potential. This is valued at a tiny fraction of that.

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