Member Info for Slipperman55

Interesting analysis Peterson. It doesn't worry me overly if the news store numbers proceed at a slower pace as long as they are posting positive LFLs and the stores they do open trade well. In theory 2020 should be a good year for pizza sales with the Olympics and football European Champs. I wonder how much DPP can grow delivery sales and if Pizzas have a high enough average spend to offset delivery costs? I'm assuming that they don't need any large non-store capex to sustain the current portfolio. A good question to ask at the AGM in May. Good to see Fidelity piling in, be it at a lower price. The turning point will be when more franchisees run with this. Long term, I like the board composition and am confident that they will get to a position of being cash positive. Anyone who bought at north of 20p will be feeling pretty raw, but buying at 8p looks low risk.