Little Caesars....Papa J.....McD.....CMG.....Brinkers...Subways.....Roark Capital.......There are literally a 100 companies that would do themselves a big favor by buying a piece of Pizza Holdings.
These purchases would not be reflected in the daily trading volume right? These were shares bought internally.... Since PZZI volume is so low I want to make sure I'm clear on that. Someone is surely doing a lot of accumulation over the last week and I just want to better understand it.
Any thoughts on who might be behind these 20K block purchases?
Previous highs are a magnet now. Feels like more announcements are pending. $66m is nothing for this restaurant concept. Wouldn't take much for JACK, YUM, even DPZ to buy this company if the market can't come to grips with the valuation. We will have a $100m market cap before YE.
hard to imagine we wont see new highs over $9.09 with so many good things happening since we were at old highs. I think $10 is like a magnet for the stock
they are not trucking it from Texas now. Manager I talked to said they get their product from Roma, which is a sub of PFG, a large distribution company. They probably have a distro deal worked out with them everywhere.
My guess is that RayJay meant to say that Mullany disclosed on Monday (not bought on Monday) that he had purchased shares @ $6.13. Being an officer and a director does not entitle him to purchase at below market prices. Always remember one thing: The $7 shares taste much better than the $6.13 shares.
I don't know what rationale any shortee would have used to make the investment decision, other than the recent $10M offering, so absolutely no sympathy for any uneducated gambler trying to make a quick buck off of PZZI stock. None. Zero.
I sure would like to buy some shares for $6.13. On Monday, which was 7/21/14 PZZI stock did not trade below $7.00 per share. Who sold them for $6.13 per share?
I like them motivated. I believe we see some news out of Atlanta. They have to set up a hub to deliver product to Florida and East coast. I figure they build a warehouse/shipping and maybe 6-8 stores in the Atlanta area. They are not going to truck product from TX forever.
Gier also has around 300,000 options and Mullany has 50,000. These guys make a lot of money for ever dollar the stock goes up....
@ 6.13 for a total of $102,371. Earlier this year CEO Randy Gier bought $168,900 worth of stock as well. Gier owns around 45,000 shares. Yet another bullish sign--management sees the potential and is putting its money where its mouth is. NIce to see them with skin in the game, both through direct ownership of shares and through raising money to invest in corporate-owned stores.
Sentiment: Strong Buy
I don't know where the info is on new location openings, franchises being awarded, etc.
Thank you for the updates.
I am not concerned about short term volatility.
I believe Pie5 is on the right track for success.
I believe Pie5 is making the right moves for a start-up, even though it is growing within an existing company, that can offer support.
I think Pie5 has huge upside potential. Greater than a mere double.
I hope the employee training is consistent and thorough.
Keep up the good work!
just imagine the pace of openings when they have 50-70 franchisee partners instead of just the 16 they have now. We could see a new opening every other day. I think this can happen much faster than people think. 50-70 would just be another 34 to 54 partners and the world is a big place. Remember, Pizza Inn is international so you got to think Pie Five will go global. this will unleash the stock and give corporate as much capital as they need to rollout as many corp owned locations as possible. restaurant groups around the world want in on fast casual pizza and Pie Five is the leading partner option by far IMHO.
Many on this board, myself included think this is a 500-1B stock for starters as soon as it is obvious fast casual pizza and this concept has staying power.
The day an institutional investor agrees, $10 m for 15-20% of the company is squirrel nuts. What signals the end of this risk phase will be a registration followed by a private placement.
The chart is saying this dip may be ending. The daily and weekly are in backtests of major averages. The weekly is bullish. The daily is healing. Feels like we are ending the doubt phase of 2014.
Next up earnings.
As far as shorts go, the smart ones moved on the registration and already covered. A small company with this fire power could rip higher on any confirmatory news. No call options to protect a short position from that event means the only trade is flat or long. Shorts are rent only and the trade on the registration may have already ended.
Add on significant dips. Hold very long term so long as the leadership is intact.