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Dotdigital Share Discussion Threads
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Nice board is this.|
|V - luv it. Touche :-)
You got any references? You've obviously got some contextual knowledge that I don't have. I'd be most interested to learn a little.
You pay paradise...
|Worth noting that many email marketing solutions like Pure360 and Click Dimensions are ramping up their offering.The sooner Dotmailer can offer their CRM connectors the better.Good to see a note about investment in marketing and customer success.I have a client who switched from Dotmailer to Pure360 - worst thing they've done. Don't know what you've got till its gone.|
I agree with your comment but if engaging in pedantry is the order of the day (your post 802) then I would just point out that you should have written "... the previous CEO when she was ill.", the CEO in question being Simone Barratt.|
|No problem. I have been a holder since the year dot, 2vdm.
I was impressed by the speed of the response.
I was also impressed by the support given to the previous CEO when he was ill.
Also, again, I was impressed by the way in which they negotiated the yankeedoodle emasculation of their previous offerings.
I reckon this is a very well managed company that is somewhat under the radar (which is no bad thing).
The only thing I worry about is the potential for an existential threat from big US software. However, the longer the systems embed, the less likely there is to be the equivalent of a software meteor strike.
|Thanks Apad. Much appreciated and good to hear that they consider all debtors to be good.|
"The reason for the increase is a combination of an increase in trade receivables and prepayments. With regard to trade receivables this increased as we have client in the enterprise space with a 31st December year end who naturally held payment until after then. We have now seen the majority of the cash come back in January and February and we have no risk of bad debts. As for prepayments this was made up of prepaid tax, partner commission and hybrid cloud all of which we expect to normalise by the end of the financial year.
|OK, well I'm glad that's cleared up, but well spotted Apad re debtors. Please post what they say if they reply|
In the battle of the pedants I should point out that debtors are not measured in pounds but in numbers. It could, after all, be just one debtor!
I was referring to an amount of money so it is clearly debt - but as you say not the company's debt but their customers debt, which is clearly an "increase in debt".
|My guess on cash flow would be that because of the references to Q1 being slower than expected but improving in Q2, with a restructuring of sales teams and pricing/product bundles, that a higher proportion of revenue was skewed to the end of the half with it consequently being unpaid at period end.
The same sort of comments on strategy get repeated every period - geographic expansion and product innovation - simple but it looks increasingly effective.|
I was referring to the customers' debt. Should've been clearer :-)
|Apad - debtors is not the same as debt! debtors are people who owe you money; debts are where you owe people money.
In the case of DOTD it is correct to say there was an increase in debtors, but wholly misleading to say there was an increase in debt.|
I always read the cash flow statement first :-)|
|That is precisely the explanation I hope for, WJ.
However, it is a large amount and very unusual. It's not as if they haven't been in these areas in previous years.
FWIW I am impressed with the management, but I have had a 'confirmation bias lobotomy'
|Ah, understood. Be interested to hear their response. I suspect as they expand into new geographic regions, payment terms may be longer than in the EU so it's a timing difference.|
|This is what I posted on VLG, WJ....:
Headline results look excellent and the market has responded well.
Possible fly in the ointment of the cash flow statement
Decrease/(Increase) in trade and other receivables
Net cash generated from operating activities 2,693 3,342
So a significant and unusual increase in debt, with no explanation. I shall email the company.
I doubt it is bad debt and the company has loads of cash.
I would have liked an interim dividend, but it is sticking with policy of a final plus a special.
|Barclays now tell me (for the second time in four years!) that the problem is that DOTD haven't paid them (just them...). So that's another week or so to wait, then.
Nice that we've go the HY results before I've got the prev FY div!|
|You sure you're on the right board apad? I see cash of 18,928k and no debt in the balance sheet.
Receivables increased by 2.3mm but that's not unusual in a growing company.|
|Excellent half year results. Well done to the BOD. Also good to hear about quality/brands of new clients as well as expansion in SE Asia/Aus. Finally, US appears to be back on track after unimpressive start.I remain a LTH.|
|Barclays gone silent, so sent another email last week. This is poo stuff.
(NB I meant to say 'poor stuff', but sometimes typos are more eloquent)|
|AJ Bell credited it on 31 Jan.|
|Selftrade credited it on 7th Feb.
I am still waiting for Barclays who said they were chasing it up on 10th Feb.|
|TD on 31st, B.
|Anybody else still waiting for the 31 Jan div, or just other long-suffering Barclays customers?
I seem to remember that last time I held DOTD, a few years back, they denied having received the proceeds at all and said they'd have to chase it up, leading to a further wait of a week or so.....|
|Yes gnm, so will I.|