Andy Reilly
18 Oct 2016
Bouncing.... ...but I must admit it isn't clear why there was such a sell off after recent results. It appeared to me that some insti investor was selling down, maybe seeking less exposure rather than getting out, but that's just a guess. The BB also seems very quiet, but hopefully DOM can recover some more. I only took a small punt with 1500 on Friday, and just 500 more on Monday, pretty near the bottom - so I am now in at 330.094p with costs.
Andy Reilly
15 Oct 2016
Re: Another excellent set of results Forgot to say there were some VERY large trades yesterday, but I couldnt work out whether they were all sells or not. So I dont know whether an insti investor has change their mind or not - Monday will be interesting!
Andy Reilly
14 Oct 2016
Re: Another excellent set of results SJ - I bought in today at 333.026p with costs, and that was because the chart suggested it was more likely to bounce back than fall further. The SP is in a quite wide rising trading channel, and at 3:45pm touched the bottom at 327p briefly.I must say that I am not sure how the market sees DOM as the SP is pretty volatile - since it went briefly above 400p in early August it as been locked in a steep downwards trading channel (within the rising channel!) and a few days ago seemed to break out to the upside. Since results it has sold off sharply (results seemed OK!), and I had a target price of 326 to buy, which suddenly became much more realisable today.If markets do have a sharp correction in the next few months I am not sure what the SP will do, so if I can get to a minimum £500 profit I might just trade. So I am just buying on the basis its best to buy low, and the SP is still in an uptrend - hope I have got my reading of the chart right, especially as the rising channel seems very clear to me. ARPS - the 50 day MA is nicely above the 200 day MA - and you can see the SP as far back as Jan/Feb has come back to briefly test and break below before recovering - so a positive chart!
RJ_169
06 Sep 2016
Re: Dividend blast there goes the free pizza.
Kestrel205
05 Sep 2016
Re: Dividend Nope it states that the 10.5p dividend is the amount prior to the split......here is a copy from the interim result..."Having reviewed the cash required by the business including capital expenditure requirements and the performance of the Group, the Board has decided to increase its interim dividend by 16.7% to 10.5p per ordinary share as at 26 June 2016, which equals 3.5p per share following the share split effective 27 June 2016."
RJ_169
05 Sep 2016
Dividend who else thought when it said 10P a share dividend, that you would get 10p a share after the three way spilt. as no info says that the dividend is going down or adjusted for it.
San Jaime
29 Jul 2016
Another excellent set of results This week saw another excellent set of results and a nice rise in the share price (to over £12 in old money for those who bought before the 3:1 split) after a volatile year for DOM holders..-----We have delivered another strong set of results for the 26 weeks ended 26 June 2016 ("the period"
. The Group has continued to achieve double-digit system sales growth of 17.0% with system sales increasing by £71.9m to £494.5m. This generated an increase of 21% (£7.0m) in underlying operating profit over the period through continued efficiencies in the UK and Republic of Ireland ('ROI') operations, with an overall steady performance from Switzerland. Operating cash conversion remains a key strength of the business at more than 93% of EBITDA (2015: more than 83%). The period end net debt stands at £10.9m (27 December 2015: net cash £40.4m), reflecting the impact of acquisition costs and funding requirements for the international investments of £47.3m and share buy backs of £15.3m. -----It was good to hear BREXIT is not an immediate UK problem.-----During the period, the Group passed on savings in the region of £4m from lower food costs in dairy, meats and dough. The Group has agreed the prices of its main food costs, except for dairy, well into the first half of 2017 and therefore does not anticipate any 2016 impact on its input prices as a result of the UK's decision to leave the EU.-----Also interesting to hear about Germany after the DMP joint venture purchase of Joey's but earnings in Euros won't bring in so many GB pounds from Ireland and continental Europe-----The acquisition of the largest German pizza delivery business in Germany through our joint venture investment, in which we hold a one-third stake, was completed on 1 February 2016. Contingent consideration was payable based on the rate at which existing franchisees signed up to become Domino's franchisees and we are delighted to report that conversion has been very successful and consequently this was paid earlier than anticipated during H1 2016 (DPG share of total consideration payable: £23.3m).In H1 the joint venture has performed well and in line with plan. The programme to convert Joey's stores to Domino's and subsequently rebranding is scheduled for H2. The pilot programme to convert stores has been a success, and the business will now tackle the conversion of all stores by the end of the calendar year.-----. Onwards and upwards for DOM - long may it continue....
II Editor
25 Jul 2016
NEW ARTICLE: Can investors clean up with this AIM IPO? "Two men behind LSE
OMomino's Pizza's surge from £25 million tiddler to £1.8 billion superbrand are listing their newest venture Franchise Brands on AIM. With reputations that precede them, it looks like they have done it again, with profits ..."[link]
San Jaime
24 Jun 2016
Re: AGM - 3 for 1 Share Split end of June a... Talk about good timing..... My Broker reminded me today that the 3 for 1 share split is due to happen on Monday.27th June-----Domino's Pizza Group PlcSubdivisionFollowing shareholder approval at the AGM held on 20 April 2016, the company is to subdivide each existing ordinary share of GBP0.015625 into 3 new ordinary shares of GBP0.00520833 with effect from 27 June 2016.The new shares are due to commence trading on 27 June 2016 after which time your online portfolio will be updated to reflect the new holding-----All being well, with the current market turbulence, punters may think that the share price is down 66% due to Brexit, and will pile in and push the price up.Delayed my holiday until after the Referendum Vote, so will be on a beach in Spain with a nice lot of Euros to spend. Good job they were bought last week before the FX turmoil.Will be watching the price settle around the 350p mark - which is a more marketable level, next week. As ever here, buy in the dips, and you will be rewarded.
Kestrel205
16 Jun 2016
Re: Fall Second time this has reached £11 and then slumped over 12%?
pharmaspecialist
08 Jun 2016
Re: Growth by acquisition......Scandinavia As this is being funded using existing cash and debt facilities and will be earnings enhancing in 2017, I think shareholders should be pleased by this news. No doubt the company is also keeping an eye on Poland and I wonder if this is the reason why the share price of Dominos Poland has been strong of late.
San Jaime
08 Jun 2016
Growth by acquisition......Scandinavia DOM investing in Iceland, Norway & Sweden.... Scandinavia is a historical and cultural region in Northern Europe characterized by a common ethno-cultural North Germanic heritage ..Population‎: ‎25 Million-----LONDON--Domino's Pizza Group PLC (DOM.LN) said Wednesday that it has invested 24 million pounds ($34.79 million) to acquire a significant minority stake in the master franchises for Domino's Pizza in Iceland, Norway and Sweden.The pizza company acquired the minority interests from Birgir Bieltvedt, the chairman and founder of Domino's Iceland, and certain other investors. Following the investment, Domino's will hold 49% in Iceland and 45% stake in both the Norwegian and Swedish businesses.Domino's Pizza said it also has agreed a route to acquired majority ownership and control in the three franchises in future.The stake acquisition, which is being funded from existing cash resources and debt facilities, is expected to be earnings enhancing on an underlying basis for the company in 2017 and subsequent years.-----Iceland and Norway have about 29 stores between them. No Domino's opened in Sweden yet ?
Kestrel205
25 Apr 2016
Fall £10.70 three weeks ago and now down 13%?
San Jaime
20 Apr 2016
AGM - 3 for 1 Share Split end of June agreed ! Every year when the DOM AGM notice drops through our letter box, Maybe this April I should get on my bike to see how many roundabouts there actually are in Milton Keynes and turn up at the Annual General Meeting. However once again, like most shareholders of UK companies, I failed to make the effort.to go along today to vote on resolutions, hear news about the business and meet and greet the BOD, who in this case have done a fantastic job and grown the company over the years since the initial AIM IPO at 50p a share. My apathy is probably due to having attended a few AGMs which were held in London when I was working around the City and therefore could easily manage to take a few hours break to go to a meeting. I soon realised that as a small shareholder it was difficult to get ones voice heard and have any real influence. Anyhow having read the resume of today's AGM I was pleased to see that Resolution 19 the proposed share split was approved -----:Subdivision of the Company’s ordinary shares (resolution 19)In recent years, the price of the Company’s ordinary shares of 1.5625 pence each (‘Existing Ordinary Shares’ has risen to the point where their closing mid-market price as at the Latest Practicable Date was £10.47. The Board believes that it is appropriate to propose the subdivision of each one Existing Ordinary Share into three New Ordinary Shares of 25/48ths of a penny (approximately 0.520833p) each (‘New Ordinary Shares’ pursuant to this resolution (‘Share Split’. The Share Split will result in shareholders holding three New Ordinary Shares for each Existing Ordinary Share they held prior to the Share Split. The Board, having consulted with the Company’s brokers, considers that having a larger number of ordinary shares with a lower market value than at present may improve the liquidity of the market in the Company’s shares and reduce the bid/offer spread. The resolution is conditional upon the New Ordinary Shares being admitted to the premium listing segment of the Official List of the UK Listing Authority and to trading on the London Stock Exchange’s main market for listed securities. If the proposed Share Split proceeds, it is expected that the price of each New Ordinary Share will become one third of the price of an Existing Ordinary Share. This will reflect the fact that shareholders will own three times as many New Ordinary Shares as they currently own Existing Ordinary Shares. Shareholders should however note that, subject to market movements, the aggregate value of their shareholdings should remain the same.It is proposed that the last day of dealings in the Existing Ordinary Shares will be Friday 24 June 2016 and the effective time for dealings to commence in New Ordinary Shareswill be 8.00am on Monday 27 June 2016.-----.. A whopping 99.99% of shareholders agreed to the share split.....
Kestrel205
23 Mar 2016
Re: Purchase of own shares today... Only 27, 530 purchased today - could that be the last lot?
