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Small top up done.
Shortly is tall enough
He does not need topping up
I think today's drop has nothing to do with DPP. All my main holdings in red. They represent different sectors. Nice buy of nearly GDP138k worth at 15:12pm. Apparently someone likes the saying:" Be greedy if others are fearful...".
I'll be topping up shortly.
Thanks for the insight.
Just to clarify. Dominium Pizza chain is not just a chain of takeaways. It's a chain of proper restaurants where you can sit down (in summer in an outside garden if you prefer), have a nice pizza of your choice, coffee, pop, a pint of lager or a glass of wine. Good service and always full of customers. That's my experience from Warsaw.
Czesc Coys. Please read my previous post.
Worth considering is also Polish consumer market preference- in Poland people prefer to order pizza in big chains like Domino/Dominium Pizza, Pizza Hut or Telepizza unlike in the UK where most preferred is your local Asian takeaways. Therefore thousands of potential competitors don't exist. I agree with Monty- "screaming buy"
Czesc Herman
What are the Poles view of Domino's?
I've just bought in as I also think that after the aquisition it's a very "strong buy". For any doubts I can confirm that Dominium Pizza is quite popular in Poland and... Polish people like pizza and eat lots of it.
This is looking like a screaming buy now with cash generating Dominium and Domino totally dominating the growing pizza base in Poland in the enlarged group, synergies and savings abound. It’s going to be a really exciting trading updates and results next month. Expect this to start climbing very soon. Nothing stopping this getting back above 50p over the next year or too. (A genuine multi bagger opportunity that is cash generative and tangible). Look at the 5 graph of Domino UK as a comparison.
Yes been ticking up nicely since the suspension was lifted... may the increase continue!
A 400,000 share trade after hours yesterday and another after hours trade of 362,000 today.
People are slowly waking up to the great deal that was done over the summer. I see this doubling in 2021. I remember how Domino's pizza UK went many years ago, and now with more stores this will go the same way. Good luck all long term holders. Dyor.
Yesterday I did a test sale for over 200 000 shares and was offered .16p above the bid price that was showing on HL at the time, so someone is keen to get these at this sort of level.
I've been invested here since 2014. Made some great returns as the sp went from 10p to 20p then above 50p. Locked in some profits in 2016/17 but then started buying again at around 35p and have continued to average down ever since, especially late last year when the sp dropped below 6p. Decided today to add another 25% to my holding, even though I've had to pay 8.25p (should have bought last week at 7.625p - but that's life) ... it still brings my average down and I will now see a return to profitability when we return to 15p, which I really think is easily achievable. A market cap of 40mm when you have 120+ outlets in a growing market like Poland doesn't sound like a stretch to me at all.
Great buy at anywhere under 10p, great stock to own over the next year - https://thecollective.finance/2020/12/dominos-pizza-poland-dpp-the-lack-of-scale-has-been-addressed-200-upside/
Monty - that's a big call ! What timeframe ?
OK on Halifax On line. Been topping up at under 8p. It’s free money basically under 8p. Will be a nice re-rating when the next numbers are out. Should start heading back towards 50p now we have critical mass from the merger.
Ok on first direct
Okay on aj bell
HL are still showing these as being suspended, is it the same for anyone else?
Thanks, good "neutral" write up.
Consensus forecast puts DPP down to generate £1.2 free cash flow in 2022, which puts it on a forward 2.5% free cash flow yield.