Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
Register now or login to post to this thread.

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

skinny - 04 Apr 2013 08:05 - 512 of 841

Not today though!

images?q=tbn:ANd9GcTuPYrktq9QKH2SZiXMkK-Chart.aspx?Provider=Intra&Code=DOM&Size=

skinny - 11 Apr 2013 12:16 - 513 of 841

Recent all time high @627.50 looks within reach today.

Stan - 03 Jul 2013 09:39 - 514 of 841

Pre-Close Trading Update http://www.moneyam.com/action/news/showArticle?id=4625631

Down 52p-nearly 8% so far today!

parrisf - 30 Jul 2013 09:11 - 515 of 841

Good results and sp goes down?

cynic - 30 Jul 2013 10:01 - 516 of 841

DOM's sp nearly always crashes on its results, regardless .... see post 511!

parrisf - 30 Jul 2013 10:17 - 517 of 841

So is it a buying oportunity?

parrisf - 30 Jul 2013 10:19 - 518 of 841

I notice post 507 said the same.

skinny - 30 Jul 2013 10:20 - 519 of 841

Canaccord Genuity Sell 556.50 600.00 550.00 500.00 Downgrades

cynic - 30 Jul 2013 10:52 - 520 of 841

had a quick look, and a number of unhappy issues highlighted

skinny - 30 Jul 2013 10:57 - 521 of 841

N+1 Singer Hold 555.75 600.00 611.00 611.00 Retains

HARRYCAT - 30 Jul 2013 11:00 - 522 of 841



Canaccord comment today:
"System sales are up 13.8% and despite operating margins rising 30bps, PBT growth has lagged sales growth at 10.3%. These growth rates exclude Germany and Switzerland which when accounted, has resulted in PBT falling 46%. The group has incurred exceptional charges of £12.3m relating to impairments of the German business. Whilst the headline UK and IRE LFL sales number will make for some positive reading at c6.5%, we are not seeing the expected profit flow through that one would expect. Greater clarity on the price, mix and volume dynamic is required as one should not lose sight that DOM Plc makes c75% of its revenues as a food distributor to its franchisees. Overall EPS (FD) is up 5.4%, DPS is up 7.6% but overall net debt is up 43% to £23.3m. Moreover the CFO, Lee Ginsberg is leaving the business at the 2014 AGM and a search for his successor will commence shortly
The performance of the German business is of increasing concern. Whilst management highlight German LFL sales up 23.8%, at the same time there is a £12.3m write down of German assets. The CEO comments further on that there will be a longer path to profitability with breakeven in 2016 or 2017 rather than 2015 We are also concerned that the drivers of the +6.4% LFL sales in H1 are not sustainable, and could be impacting franchisee margins via an increase in overall system promotional activity. Whether this dynamic as well as the majority of new openings being area splits, could be hampering franchisee appetite to open more stores. This would represent the one main risk to the investment case. Comments that pressures on commodity prices are rising could also lead to higher prices being passed onto franchisees.
The shares trade on a PE of 27x and EV/EBITDA of 16.6x for a business that is now delivering forecast and balance sheet downgrades. Our forecasts assume PBT growth of c15% in the UK & IRE business vs. the 10% delivered in H1, with the overall group c5% - forecast risk remains on the downside. Cash from operations of £15.5m (2012: £18.8m), significant working capital investment in Germany (increase in debtors) has resulted in higher debt. We feel the combination of multiple moving parts has resulted in higher risk suggesting a moderation to our Quest™ derived target price which we reduce to 500p. SELL.

skinny - 30 Jul 2013 12:26 - 523 of 841

I've just noticed the Director/PDMR Dealing -

Lee Ginsberg, the Chief Financial Officer of the Company disposed of a total of 70,000 Ordinary Shares on 30 July 2013 at an average price of 578 pence per Ordinary Share.

He did very well price wise!

Stan - 30 Jul 2013 12:31 - 524 of 841

"The Chief Financial Officer of the Company disposed of a total of 70,000 Ordinary Shares".. I'm not surprised after looking at it's chart.

parrisf - 30 Jul 2013 12:54 - 525 of 841

Not investing in this one. Divi is only 2.4% yield anyway. 7 of my 8 shares are in profit.
5 are with more than 4% yield.

skinny - 04 Sep 2013 14:56 - 526 of 841

02 Sep Citigroup Buy 596.00 - 675.00 Initiates/Starts

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

skinny - 05 Sep 2013 07:17 - 527 of 841

Domino's Pizza Group PLC will announce its interim management statement for the 13 weeks ending 29 September 2013 on Wednesday 2 October 2013.

cynic - 01 Oct 2013 15:45 - 528 of 841

chart is looking very congested, but certainly worth watching as this isn't a bad sector in which to be taking a bite (sorry!) if you believe the market in general is on the up

numbers tomorrow as well

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

cynic - 01 Oct 2013 15:55 - 529 of 841

have had a nibble(!) having sold my (profitable) NXT

skinny - 01 Oct 2013 16:02 - 530 of 841

Good luck cynic - trading update tomorrow - and don't you have a theory about these and numbers!

cynic - 01 Oct 2013 16:27 - 531 of 841

nope; as usual not at all, and though the product is pretty rank, it has an excellent reputation and market presence ...... historically, the sp tends to dump on figures, but as it is already well down from all sorts of levels, the risk doesn't look too bad

overall, i think this is a good sector to be in, especially with the economy now recovering ...... though people don't yet have more in their pockets, i sense rather more optimism in the air, and DOM is a good and cheap way to have a "treat" without much expense

it was these or RTN
Register now or login to post to this thread.