Every action and every month away from last 3 years of various downgrades, million $ restructuring cost appearing in HY and FY results will be past information. Within next 5 months and investor strategy meeting in Apr or May, I hope all restructuring and down beat data will be over. It will give investors to start focusing on future numbers. Brand is really flying in 98% of the world and just look at parent company DPZ valuation to understand this point. Once again PE at 27 and EV/EBITDA around 21 shows investor confidence. I may add that all these havoc created in the financial markets with tariff chat should not impact that much to local market of Pizza consumption. In addition inflation is down to almost normal rates and specially wheat and cheese prices are flat for 12 months or more in the world market. DMP is producing around $250m FCF in a safe industry of retail sales and well recognised brand. It is just being patient is all that is required for valuation to creep up towards $40 mark.
DMP Price at posting:
$27.02 Sentiment: Hold Disclosure: Not Held
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