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DMP - DOMINOS PIZZA ENTERPRISES LIMITED


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Sold 17.10

Perhaps another rise to reach 17.30 tmr

But the risk of losing what i got is also higher, so better take profit amd buy back if the market is still good

 

Dmp merely jump at open anyway, plenty of chance :graduated:

 

If one can focus on one stock and get in and out correctly on every wave, the money should grow into a huge snowball

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  • 2 years later...

Domino's DMP is the largest pizza chain in Australia and a growing footprint internationally with pizza outlets in Japan, Germany, France, Belgium and The Netherlands,

 

DominoÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s is a major purchaser of Australian dairy, vegetables and meats.The company uses

- more than 6.5 million kilograms of mozzarella a year, making it the biggest single buyer in the Asia Pacific.

- 800 tonnes of beef,

- 2.4 million kilograms of Australian vegetables, and

- 15,000 tonnes of flour each year.

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Domino's investment in technology has always focused on making ordering easier and faster for customers, it's a singular purpose that has shifted the stock's profile from a fast-moving consumer good to a tech share.

 

"The company has been classified as a tech company as well as a pizza company because of some of the innovative products that the people on the staff have been able to develop," Domino's chairman Jack Cowin says."These are not just some plugged-in systems from Silicon Valley, they (Domino's) have developed a lot of this themselves." It's all about puting money into "into technology to make ordering, delivering and eating Domino's pizza easier."

 

The technology of Domino's operation is the key revenue driver, according to analysts. And margins are improving as customers move across to its cost-effective digital ordering platforms. There's an update of its ordering system planned for March, reducing the number of touches customers have to make to place an order.

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  • 2 months later...

revisiting post of 3 months ago "Domino's investment in technology has always focused on making ordering easier and faster for customers, it's a singular purpose that has shifted the stock's profile from a fast-moving consumer good to a tech share."

 

Don Meij was on ABC Business 26/05 - can catch on iView http://iview.abc.net.au/programs/business/NU1604H083S00 and 3rd story, or 10 minutes in - and exactly the same message as above, but/ and accelerated. It would seem the "investment in technology" slated to be announced in August will be brought forward, within the next 3-4 weeks.

 

despite its nosebleed PE, the growth - organic, acquisition and innovation-based - seems to be there and hence SP should 'outperform'?

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  • 4 months later...

DominoÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s Pizza Enterprises Limited (DMP) launched its ÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’â€Â¹Ãƒƒâ€Â¦ÃƒÆ’¢Ã¢Ã¢â‚¬Å¡Ã‚¬Ãƒâ€¦Ã¢â‚¬Å“Taste the ColourÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢ menu, which represents the most significant change to the companyÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s food offering in seven years and will be rolled out in three phases.

 

CEO and Managing Director Don Meij has stated the feedback from the new menu has exceeded DMPÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s expectations and is delivering early positive results.

 

The second and third phases will be rolled out to Australia and New Zealand just before Christmas and early 2017 respectively.

 

The initiative has also created the need for an additional 2,500 new team members at DMP to keep up with customer demand.

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  • 1 month later...
Bell Potter equity director Richard Coppleson sees warnings signs all over Domino's, despite UBS recently announcing the pizza shares can be "stronger for longer". "Domino's Pizza is seen by many as the next high [price-to-earnings] stock to fall ÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â‚¬Å¡Ã‚¬Ãƒâ€¦Ã‚¡ÃƒÆ’‚¬Ãƒâہ¡ÃƒÆ’‚ it's just a matter of when not if," Mr Coppleson said.

 

Nevertheless, UBS upgraded the stock to 'buy' at a price target ranging from $79.50 to $56. Their statement reads: "While on face value DMP's fiscal 2017e PE of 47x looks unattractive, we believe on a growth-adjusted basis DMP has room for further PE re-rate. DMP's [price/earnings to growth] ratio is at a c25 per cent discount to our average 'quality-growth' basket in the ASX100 ex-Fin."

 

Sure enough, short interest in Domino's Pizza has grown to 7.6 per cent ÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â‚¬Å¡Ã‚¬Ãƒâ€¦Ã‚¡ÃƒÆ’‚¬Ãƒâہ¡ÃƒÆ’‚ hovering around a record high ÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â‚¬Å¡Ã‚¬Ãƒâ€¦Ã‚¡ÃƒÆ’‚¬Ãƒâہ¡ÃƒÆ’‚ even as the share price falls. Since August 17, Domino's Pizza shares have dropped 18.2 per cent while shorts shot up over 40 per cent in the same period.

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  • 2 months later...

DominoÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s shares fell yesterday after more bad news in weekend media with allegations of widespread wage fraud within the pizza chainÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s network.

 

The stock dropped more than 5% to the dayÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s low of $59.63; the former highflyerÃÆâ€â„¢ÃƒÆ’ƒâہ¡ÃƒÆ’‚¢ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¡Ãƒâہ¡ÃƒÆ’‚¬ÃƒÆ’¢Ã¢Ã¢Ã¢Ã¢â€š¬Ã…¡Ãƒâ€šÃ‚¬ÃƒÆ’…¾Ãƒâہ¡ÃƒÆ’‚¢s shares are down more than 23% since hitting an all-time high last August.

 

They later rose a little after the market had considered a statement from the company defending its business.

 

The shares closed down 4.7% at $61 ahead of the release of its interim financial results tomorrow and briefing which is expected to see the claims probed by analysts for the possible impact on operations, profits and costs.

 

============

 

eye on it tomorrow, to see if i can have DT with it. most likely down side?? :)

 

 

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Fels calls for compensation scheme for Domino's workers

http://www.smh.com.au/business/allan-fels-...213-gubwll.html

 

Domino's scandal: franchisee selling Visas

http://www.smh.com.au/business/retail/domi...211-guau8x.html

 

Domino's needs to face up to itself

http://www.smh.com.au/business/retail/domi...210-gua789.html

"Someone's got it in for me, they're planting stories in the press.

Whoever it is I wish they'd cut it out but when they will I can only guess"

- Idiot Wind; Bob Dylan

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down over 8% from yesterday's closing price atm. thought it should be look at down side!! :)

 

the sbrookies told us

' it isn't a pizza Co. it is a tech Co. likes of uber" that is why it traded at such high PE.

you be the judge people. i reckon it is over priced---no matter what they call it---tech Co, or what ever!!

 

 

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