FoggyIsle.XYZ | Market's view on Dp Poland

There are concerns that the only way the company can remain solvent is by continuously tapping shareholders.
Stock watchers have noted that despite anaemic growth in mature markets, there is a significant undervaluation in the stock, with DP Poland growing over 20% but trading at 1.5x sales compared to Domino’s Pizza in the US trading at 3.4x sales.
Observations were made on the stock’s positive performance on the charts.
After a strong Q3, Q4 results were even better, marking the strongest quarter in the company’s history, with impressive trading in H2 leading to profitability.
There has been a 37% increase in October, indicating a promising outlook.
The CEO and CFO will host a webinar to present the HY23 results, engaging with private investors.
There have been sharp declines in the stock, causing concern.
There are positive reflections on the company’s integration into the worldwide Domino’s structure, with significant roles being assumed by key shareholders.
Concerns were raised about the company’s financial management, particularly the timing of accounts reporting and the reliance on loan notes for refinancing.
There is hope that the company will stop diluting shares and achieve over £5 million EBITDA forecast for 2024.
The sentiment is that the company has finally steadied its course, indicating a potential positive shift in its trajectory.
Stock watchers express hope that the company will advance without needing to raise more equity and suggest that debt financing could be a viable option provided it does not become excessive. The company needs to reach free cash flow break-even and optimize its current store estate for growth.
Optimistic views are shared that the company no longer needs to raise cash, drawing parallels with Domino’s UK, which saw significant share price increases after turning a similar corner.