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DMP - Domino's Pizza Enterprises

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Donal d Jeffrey Meij 300,000 options to acquire fully paid ordinary shares in the Company at an exercise price of $22.89 per share. The tranche has a first exercise date of 1 September 2017 and an expiry date of 28 October 2020. Well tuck in Fatso!

The options (and any resulting shares) are subject to an escrow period ending on 28 October 2019. 300,000 options to acquire fully paid ordinary shares in the Company at an exercise price of $40.95 per share. The tranche has a first exercise date of 1 September 2018 and an expiry date of 28 October 2020 Nothing like an enormous desert.
 
I thought he disposed off 300000 shares at $45 each on 18th August whereas he also acquired options to acquire same no of shares @$22.89.
Made a double killing I suppose.
 
Doing well before reporting season in the US have been long since 45.63
Hasn't filled the gap here but pretty much has in the US with tails up!
Getting out here to see if it takes another shellacking!
 
Gap filled and looking to turn, did not go that well after qtr report in US, looking to follow that but not as aggressively as last time. Short
 
Held it's 61.8 fib retrace in The States but was a weird trading day. Perhaps being pushed down to fill up. cautious in this breaking bull.
 
They seem to be doing a lot of "letter box flyers" specials.
I haven't bought one for awhile, the last one was absolute rubbish, which by their standards was unusual.
 
Got out of the short even though it broke down in US last night.
Looking strong here. Whatever.....
 
The unlosable trade.
Buy OZ Sell US.



But wait, there's more -



i donno, buy the oz one cause the US one is showing strength here.
And they are anticipating 20% growth for the next 3 years. PE should be about 60 then, not just 40.
 
Japanese results drag Domino's performance down.
Looks like pizza doesn't really appeal to a civilisation that grew up on sushi.

 
Bored?

Here's a pair you can dream on all night - Long DMP today Short DPZ Friday night.
Why?



 
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The Dominos Pizza party is well and truly over. Where will it bottom I wonder?

 
greggles said:
The Dominos Pizza party is well and truly over. Where will it bottom I wonder?

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Not that i have been able to call myself smart in decision making. However i noticed DMP was not progressing too much , market reports on under paid, company's ramblings. All expected until my daughter did refuse to eat pizzas from DMP made me to sell out. Which i did with profit and saved few shillings from current market scene.
 
The stock has recently broken short term resistance heading north to the next resistance level at AUD 49.970 on increasing volume. The price set up for a long swing position is looking ok but volume needs to improve. The next resistance level is AUD 51.912.

Disclaimer:
This information is for general information only and should not be used solely to base trading or investment decisions. Please do your own research. The company’s website is here https://www.dominos.com.au/

Here https://decentralisedwealth.com/TopTens.html you can find some other interesting US stock’s to look at. Australian stocks will be added in the next week or so.

 
peter2 said:
DMP dumped on concerns of no growth in Japan and rising food costs.

Is this the beginning of another end in the trend for DMP?
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check the oven to see what quality of pizzas are being baked. Interesting comment came from the CEO on a report published much after market closed - underlined strength and continuous opening of pizza stores . Poor franchises - I do not have enough tissue paper for them at this point.
 
David Thornton: Hello and welcome to Buy Hold Sell. I’m your host, David Thornton. It’s been a pretty wild ride for stocks in 2022, but the ASX 200 is holding up pretty well.

Today, we’re going to discuss three of the best performing stocks in the 200, and also two laggards. For that, we’re joined by Anthony Aboud from Perpetual, and Sean Fenton from Sage Capital.

David Thornton: Okay. The other laggard, Domino’s. That one, Domino’s has not had a good time of it. It’s lost about two thirds of its value since September. Now sitting at $63. Buy, hold, or sell?

Anthony Aboud (SELL): I still think it’s a sell. I think that the market consistently overestimates these guys. This time last year for FY23, the market had $3 a share in EPS forecast. It’s now going to be just over $2. Our problem is in the short term we think franchisee profitability is going to be tough. They’ve got labour price going up. You got cost of goods sold from going up. And therefore, we think the rollout of stores is going to be tough, so the growth’s not going to be there and still 30 x PE. For us, it’s just not there yet, so we still think it’s a sell.

David Thornton: Sean, they’re rolling out stores. Is it a sell for you?

Sean Fenton (SELL): Yeah, I think it is. I’m finding myself agreeing with Anthony a lot today, I don’t know, it’s worrying me a little bit. But yeah, it was a bit of a COVID-19 beneficiary. It’s fallen a long way, but got ridiculously expensive. And what I’m just uncertain about is, as we open up normalisation, what happens to that pizza demand? They did really well in Japan, but it’s been a struggle longer term. How much of that does that turn around? And you’ve got cost pressure inflation there. Don’t forget they’ve got a delivery model. Drivers, labour, petrol, pizza, wheat, cheese, dairy, pepperoni, it’s all going up. Yeah, a bit of margin pressure and a fair bit of uncertainty. It’s just not cheap enough to get excited about.
 
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