Diginfraconacc Discussion Threads

[tom111] 21/11/2009 17:32

Very quiet on here, anyway results are due Monday,things may liven up for the better i hope.

[qs9] 27/10/2009 14:15

Decent to be 2nd in the league tables...looks overlooked still IMO

[tom111] 08/10/2009 22:09

Well it was slow in coming but its looking good,not on the radar screen as yet

[tom111] 16/9/2009 19:31

The chart is poised for a break out.

[melody9999] 09/9/2009 23:09

recommendation on T1PS apsis.

[qs9] 27/8/2009 12:40

interesting/....

[apsis2] 27/8/2009 11:36

This has really moved in the last couple of days. Due to recent director deals?

[investinggarden] 04/8/2009 09:22

Strong Buy Rating from Growth Company Investor

[apsis2] 24/7/2009 11:38

Been watching these for a while. Year low price and recent director deal seems a good time to buy.

[pork belly] 14/7/2009 15:53

IC - 08 Jul 09



Acquisitions boost Digital Marketing

Following a series of acquisitions, Digital Marketing can now claim to be the UK's biggest digital advertising agency. This ascent looks nicely timed, because internet advertising was the only advertising area to grow in value in 2008 and is now close to matching spending on both press displays and UK television.

But, under new accounting rules, it's much harder to determine how a company's results are influenced by acquisitions. Digi's 2008-09 figures include six-month contributions from Cyber and Gasbox costing an initial £8m. Pro-forma figures from a megabyte presentation suggest that, on a like-for-like basis, gross profits rose by 13 per cent last year to £46.63m against a 26 per cent jump in the reported figure to £41.55m. And while rising market share is good news, celebrations have to be dampened by a fall in total UK advertising spend of 4 per cent last year - and no recovery is in sight as yet. Digi says that the first half of 2009-10 "will be difficult" and expects that "recent declines in client revenues may continue".

Broker Cenkos estimates 2009-10 gross profits will rise to £45.5m (less than last year's pro-forma figure), while much-adjusted profits fall from £8.6m to £8m. The 2008-09 adjusted figure ignores amortisation of £1.86m and another humongous share option charge of £3m.

SHARE TIP UPDATE:
Buy

On the adjusted basis, earnings drop 0.6p to 8p and cut the prospective PE ratio to under five. On that basis and in anticipation of a recovery in UK advertising spend, the shares remain a buy.

[pork belly] 13/7/2009 19:10

6 page PDF Research Note out today from Equity Developement.

Its FREE to subscribe & view


Digital Marketing Group

Well placed for the long term

DMG's growth strategy is bringing benefits in difficult times and promises much more. In the short term, however, the trading outlook is very uncertain as clients defer new spending, reflecting broader economic concerns. Once investors are more confident about the state of the cycle and company profits, they will back this digitally fuelled growth company and the shares will do well. On their low rating the shares should be locked away, but patience is needed.

Click here to join FREE:

[pork belly] 07/7/2009 19:27

WEBSITE:

Hoodless Brennan
Small Cap News Flash
Tuesday 06 July 2009



Final results to March 2009 from the UK's largest digital marketing specialist (Campaign Magazine January 2009) saw revenues up 11% to 356.65m (£50.97m), pre-tax profit up 45% to £3.11m (£2.15m) with an underlying EPS of 8.76p (7.30p). The figures include 6 months contribution from 3 acquisitions, Cyber DMG, Gasbox and Prodant. The group has sufficient financing in place with a £4m secured banking facilities and £1.7m of undrawn borrowing with total net debt of £5.9m at 31st March 2009. However the last few months have proven very difficult and the group is assuming the conditions will continue throughout the current year with a particularly poor H1. Forecasts for the year ending March 2010 are around £7.5m pre-tax profit with 8.1p EPS, putting the group on a prospective multiple of 4.8x. For the time being HOLD as the group is sufficiently worried about H1 to be issuing such a clear warning that investors may not wish to take a bet that H2 improves as hoped.

[markie7] 27/11/2007 13:33

trade just went through at 87p

[markie7] 27/11/2007 11:09

and again. off 10% today.

[iroll] 27/11/2007 10:44

The drop is puzzling Markie7 because the Trading Update at the beginning of October was very encouraging.

Interim results are due on 10th December.

[markie7] 27/11/2007 09:39

sharp drop in last few days.

[jeff c] 22/8/2007 19:01

No shares traded for ages. Then today, one massive X trade of 1,104,851 shares. I see DIGI is being suggested as a potential suitor for IPH.





"Interactive Prospect Targeting Holdings Plc (IPH LN) jumped 26 pence, or 23 percent, to 137.5 after the internet market researcher said it's in takeover talks. Potential suitors are Digital Marketing Group Plc, TMN Group and other major agencies, according to Johnathan Barrett, an analyst at Kaupthing Singer & Friedlander in London."

[jeff c] 29/6/2007 12:25

I've just noticed there's a couple of articles about DIGI on GCI:

2 May 2007:

http://www.growthcompany.co.uk/subscribers/company/articles/DIGI/255340/dmg-digs-out-10-million.thtml



29 May 2007:

http://www.growthcompany.co.uk/subscribers/company/articles/DIGI/255909/james-cruxs-pick-of-aim.thtml


Maybe GCI will do an update soon following this week's Final Results.

[domestos] 23/6/2007 12:59

Final results: Wednesday, 27 June 2007

[domestos] 23/6/2007 12:58

Jaywing scoops four clients for Smartdecisions


Jun 22 2007

Jaywing, the UK's leading data specialist and a member of Digital Marketing Group, has announced it has signed up four clients for its smartdecisions product. The clients have been named as Liverpool Victoria, Egg and Home Learning College. A further client is an international bank.

Officially launched in January this year, smartdecisions is an online service which employs comprehensive and bespoke data analysis and access to multiple data sources to support robust risk decisions on credit applications.

Smartdecisions provides clients with access to a range of data sources, including credit bureaux, through a single online link; combining this with bespoke models and powerful analytics, allowing lenders to make more accurate risk decisions on their credit applications. Clients are able to enjoy substantial bad debt savings, whilst at the same time responding to the calls within the industry for responsible lending.

Andy Gardner, Managing Partner at Jaywing comments:

"By providing our clients with access to additional data sources, they can arrive at more well informed decisions on credit applications. And combining that with the expertise of Jaywing's analysts, who have extensive experience in credit, creates a powerful insight which supports organisations offering credit.

"We're delighted with both the interest and take-up of smartdecisions, which is testament to our specialist and independent position in the market, along with our wealth of expertise in credit. We're continuing to develop smartdecisions, which now also includes fraud indicators, and look forward to introducing other clients to its range of benefits in the coming months."

Alan Evans, Chief Executive of Home Learning College, the largest distance learning provider in the UK, comments "We've worked with Jaywing for some time now to put credit assessment measures in place for Home Learning College and continue to be impressed with smartdecisions and the level of service we receive."

Allen Swift, from Liverpool Victoria commented, "The business case for smartdecisions and access to multiple credit bureaux was very powerful, demonstrating clear and significant opportunities. The implementation went smoothly and to plan and early results have been impressive. We're delighted to have chosen smartdecisions".

[domestos] 25/5/2007 13:09

With the price continuing to climb since those 2 large trades (shown as sells), it looks like they must have been delayed BUYs. Onwards & Upwards.

[jeff c] 22/5/2007 21:43

Digital Marketing Group plc (DMG) is a newly formed group of companies based in the UK providing integrated digital marketing services for a wide range of clients that including Tesco, HSBC and Vodafone.

Services include internet advertising and optimisation; mobile phone and interactive television marketing.

DMG announced four acquisitions of market leaders in 2006, including companies specialising in direct and database marketing, web design and build and digital media.

Lord Ashcroft is a major shareholder.

DMG reversed into Lord Ashcroft's shell (Seashell 2) in October 2006, via an oversubscribed £10 million institutional placing at 70p per share. This enabled the company to repay the debt from acquisitions of Cheeze and Jaywing. It also provides cash for further deals.




Some links:






Guardian, 20 October 2006:


Guardian, 26 January 2007:


FT.com, 27 April 2007:


Growth Company Investor, 2 May 2007:


Lord Ashcroft.com:

[jl202] 12/8/2002 08:52

512 bytes - you know what they say, everything's bigger in Texas :)

[planb] 11/8/2002 22:43

Apple ][ basic for me.
I loved that machine!

[fft] 11/8/2002 22:02

jl202,

you probably mean the Apple Lisa. Very cool, very expensive bit of hardware.

How about 512byte (i.e. less than 1K) expansion packs for the Texas Instruments MK 12. Circa 1977....

Used to work with some one who said he had manually modified memory using flip-flops (and thats not footwear !).