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Domino's Pizza - any comments (DOM)     

jj50 - 15 Apr 2004 15:07

Chart.aspx?Provider=EODIntra&Code=DOM&SiChart.aspx?Provider=EODIntra&Code=DOM&Si

captainmerton - 29 Jun 2005 22:07 - 11 of 841

I am in on this. I think this company has a lot going for it. I know a number of big commuter towns up here in Scotland near Glasgow/Edinburgh that dont even have a Dominos yet so i assume the same may be said down south so i cant see any reason why there wont be continued growth. The fact the outlets are franchises means the standard of service and determination to maximise profits are likely to be higher . The new online service they are developing looks promising. I expect in the not to distant future to be able to order and pay online and then just await delivery of my pizza. Must be quite a big mark up on those things as well. Not exactly expensive looking ingredients. One thing I would say is that they are finding it harder and harder to find suitable franchisees (th efact they are so picky is surely a good thing too). This could inhibit growth a little. And also if you look at P/E on the year end preicted earnings there isn't much room for excessive share price increases. I bought in late at 2.67 and feel its a safe bet that will continue to grow for the next 2-3 years. Try phoning a Dominos and they are rushed off their feet. That tells you everything you need to know.

captainmerton - 29 Jun 2005 22:08 - 12 of 841

3.50 price target by end of year would give P/E of around 18 on predicted year end earnings. That seems pretty fair given potential for growth.

jj50 - 13 Jul 2005 23:03 - 13 of 841

captain merton - you and I are in the same neck of the wood! New branch opening in Musselburgh (near Edinburgh) this month.

captainmerton - 24 Jul 2005 19:47 - 14 of 841

Sorry didnt see your post until today jj50. Interesting piece of news. Didnt know that. I use the one on Leith Walk. Every time i call they are rushed off their feet. Good sign I guess. Quarterlies tomorrow morning. Surely loads room for more growth. Dont think there is one in Dunfermline yet and half of edinburgh is moving there it seems at the moment into these huge new build suburban schemes on the edge of town. Goods news tomorrow hopefully.

jj50 - 25 Jul 2005 08:26 - 15 of 841

Just to keep updated:

Domino's PizzaUK - Interim Results


RNS Number:2307P

Domino's Pizza UK & IRL PLC

25 July 2005




25 July 2005


DOMINO'S PIZZA UK & IRL plc


INTERIM RESULTS


FOR THE TWENTY-SIX WEEKS ENDED 3 JULY 2005


Domino's Pizza UK & IRL plc ("Domino's Pizza", the "Company" or the "Group"),

the UK and Ireland's leading pizza delivery company, announces its interim

results for the twenty-six weeks ended 3 July 2005.


Highlights


* Profit before tax, before exceptionals, increased 22.6% to #5.0m (2004:

#4.1m) and after exceptionals, increased 34.7% to #5.5m (2004: #4.1m)


* Earnings per share:

- Basic earnings per share up 38.1% to 7.97p (2004: 5.77p)

- Diluted earnings per share up 42.7% to 7.82p (2004: 5.48p)


* Interim dividend increased 40.9% to 3.10p per share (2004: 2.20p)


* A record 23 new stores opened in the period (2004: 19 stores)

resulting in a total of 380 stores at the period end (2004: 337 stores)


* Like-for-like sales in 317 mature stores up 8.4% (2004: 4.9% in 268

stores)


* System sales increased 19.1% to #97.1m (2004: #81.5m)


* E-commerce sales up 64.0% to #6.5m (2004: #4.0m). E-commerce now

represents 10.6% of our delivered pizza sales in the UK


* Sale of 13 corporate stores for #4.0m, generating an exceptional

profit of #0.8m


* Cash at bank and in hand of #8.5m (2004: #2.9m)


Stephen Hemsley, Chief Executive of Domino's Pizza, commented:


"Your Company has continued to make excellent progress in the first twenty-six

weeks of 2005, with record store openings and robust like-for-like sales growth.

Strong cash flow, boosted by the sale of most of the remaining corporate stores

in June, has enabled us to continue to return cash to shareholders by further

share buybacks and strong growth in dividends.


"As our market share continues to grow within this expanding sector, we look

forward to opening a total of between 800 and 1,000 Domino's Pizza stores in the

UK and Ireland, which should enable us to continue to deliver exceptional growth

to shareholders."


For further information, please contact:


Domino's Pizza:

Stephen Hemsley - Chief Executive 07876 144342

01908 580604


Lee Ginsberg - Finance Director 07887 734064

01908 580611


Rachel Wattel - PR & Communications Officer 07876 144342

01908 580672


Hogarth Partnership Limited:

Chris Matthews, Andrew Jaques, Kate Catchpole 020 7357 9477


Notes to editors:


Domino's Pizza Group Limited is a wholly owned subsidiary of Domino's Pizza UK &

IRL plc, the shares of which are traded on AIM, a market generated and regulated

by the London Stock Exchange plc (symbol: DOM). Domino's Pizza Group Limited is

the UK's leading pizza delivery company and holds the master franchise to own,

operate and franchise Domino's Pizza stores in the UK and Ireland. The first UK

store opened in 1985 and the first Irish store opened in 1991. As at 3 July

2005, there were 380 stores in the UK and Ireland.


Domino's Pizza is the world leader in pizza delivery and was founded in the

United States in 1960. There are currently over 7,500 stores open across more

than 50 international markets, employing around 145,000 people.

jj50 - 29 Jul 2005 10:05 - 16 of 841

328.5p this morning seemed worth mentioning. Five day chart shows rise since Interim Results.


sgraph.php?startDate=25%2F07%2F05&period=

cm - Agree about Dunfermline. Leith Walk was a good choice of location with all the recent upgrading. I bought investment property there four years ago and it has done well in value.


















captainmerton - 30 Jul 2005 11:17 - 17 of 841

Its the Leith Walk store I order from. Ordered a pizza last night to try out online ordering through the Dominos website. Worked very well. I think that will bring in a lot of extra money. You can now browse the menu and pay over the internet. i always hated having to find cash for the delivery guy when he turned up. I may wait till the share price dips a little in the lull between quarterly results and top up my holding. This share isnt ever going to sky rocket but it seems a pretty safe investment to me. Still lots of room for growth. Leith Walk store is too busy especially on weekends.

Ted1 - 03 Aug 2005 01:08 - 18 of 841

Every store is busy on weekends. But what about the rest of the week?
Internet is ok but there are no deals online so you pay a premium.
Phone the store direct to get the best price.
Massive expansion plan but they are cutting down on the established franchisee delivery area. Only so many people will order pizza.
Huge increase in oil price thus petrol price. Any business that is dependant on petrol is adverse to price increases to compensate.
All negative? But I tell you how I see it.
Not an investor. But a ?

captainmerton - 04 Aug 2005 17:51 - 19 of 841

There aint a business in the country that wont be slightly affected by petrol price increases. If you are talking about pizza delivery then i think the delivery radius's are too small to affect profits noticeably. As for your "what about the rest of the week" comment. That is not something new. It will have been a pressure on their margins since they set up 20 years ago and it hasnt affected growth. The big threats I see are if the general public lose interest in pizzas or healthy eating campaigns target fast food. The way i see it, there is still huge room for growth so why shouldn't the company continue to grow and do well. Not saying I'm right, just my opinions.

jj50 - 04 Aug 2005 19:24 - 20 of 841

cm/Ted- Can't see oil being a big issue. In fact, if there is a recession, I think people stay at home and order in, rather than go out to eat. It is part of our culture now.

My daughter, a student, thinks the prices are high at Dominos. However, my friend who owns the franchises commented that the newer lines just fly out of the door and that mid-week, they do particularly good business if there are football matches, etc. on TV.

What is relevant to us is the share price and that has certainly performed well and the results have spoken for themselves.

Doesn't sound like your sort of stock Ted but I am up in excess of 250% plus the tax advantages of long term holding of AIM stocks, so I am in for the foreseeable future!

captainmerton - 14 Sep 2005 17:19 - 21 of 841

Any idea what has caused the big drop today? Is it just market nerves and given that we are between the quarterly results the share usually falls back or is it something more?

captainmerton - 19 Sep 2005 19:00 - 22 of 841

Any views on todays tender offer?

What i dont understand is if this offer is taken up in full it represents 4% of the companys shares thus such an amount will have an effect on the EPS figure. Are we to assume that Dominos need to cancel these shares to meet their EPS growth targets? If not then surely the share price should rise.

Also this is a major director sale. What should we make of this?

jj50 - 19 Sep 2005 21:01 - 23 of 841

captainmerton,

I would agree and expect a share price rise following the tender being taken up - that is exactly what happened last time they did this. Am not too worried about the size of the director sale, Helmsley would still hold 2,000,000 shares and Halpern, 7,440,497 shares.

As usual, somebody knew something in advance hence the drop in price at the end of last week. Good to see it strengthen today. I won't be tempted to sell my holding - still seem to be positive vibes.

PGV4 - 12 Dec 2005 16:51 - 24 of 841

As usual we are now getting the December rise in price. If the new Dominator pizza is going well we should see a positive statement relating to the last 6 weeks of 2005, due around 10/1/06.

captainmerton - 12 Dec 2005 20:29 - 25 of 841

PGV4,

I hope so. I am confident their website will continue to boost profits as well. I used it about 6 months ago and found I still had to pay the delivery man in cash. Shortly after however they introduced a credit/debit card facilility which means everything done online and just sit back and wait for delivery. You can specify your required time of delivery as well thus can order hours in advance. Seems like a well run company to me. No delusions of grandeur. Straightforward business model.

PGV4 - 13 Dec 2005 17:34 - 26 of 841

Captainmerton,

I agree. Today up 3.26%.

jj50 - 16 Dec 2005 09:02 - 27 of 841

358p today ......... :-)

.... must be expecting a mass stay in tomorrow for Strictly Come Dancing and X Factor finals!!! Not complaining, though.

jj50 - 05 Jan 2006 11:25 - 28 of 841

Nice breakout ....

src="http://charts.moneyam.com/Chart.aspx?Provider=EODIntra&Code=DOM&Size=700&Skin=BlackBlue&Type=2&Scale=0&Span=YEAR1&MA=&EMA=&OVER=&IND=SlowSTO;&XCycle=&XFormat=&Layout=2Line;Default;Price;HisDate&SV=0">

jj50 - 05 Jan 2006 11:26 - 29 of 841

Sorry, chart didn't work!

+21 today, 373p

jj50 - 06 Jan 2006 10:08 - 30 of 841

4.27% rise today again :-)

Don't forget, trading statement on Monday
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