Dotdigital Share Discussion Threads

[eddyeagle1979] 23/7/2014 12:13

BUY reiterated in last week's SHARES mag. They are predicting upgrades after the October full year results...

[pentangle] 16/7/2014 07:43

Krakow - it's when I am 666 of 666 you have to start worrying lol.

Nice snippet from the brokers yesterday -

Tintin Stormont, analyst at N+1 Singer, in a note, said: "We believe the performance is particularly impressive when taken in the context of the significant extra investment for future growth which has been undertaken in the year.

"We expect the benefits of this investment to be realised in the coming years resulting in 65% and 56% pre-tax profit growth in FY'15 and FY'16 respectively."

[krakow] 15/7/2014 18:59

pentangle, you got 555 of 555. Spooky

[pentangle] 15/7/2014 15:48

With £9m in the bank growth does not have to be debt financed. They have invested a lot (an annualised £1.2m was previously mentioned I think) in marketing and will now, hopefully, reap the rewards.

[krakow] 15/7/2014 15:23

This puts the co on a current p/e of around 21, based on ebitda. If the 32% growth could be compounded annually this could go exponential over the next 2 - 3 years. It very much looks like the target market likes the product so nothing to hold it back other than the danger of getting too big too fast if the expansion were to be debt-financed. Steady as she goes is good.

[saj3] 15/7/2014 11:21

Just bought some but my trade didn't show up on advfn?

[chizgreen68] 15/7/2014 07:56

Definately made good reading, think the next 12 months will show excellent growth here

[pentangle] 15/7/2014 07:11

An excellent trading statement this morning with EBITDA for the year slightly ahead of forecasts and strong prospects for the year ahead. We are probably in for the next leg up in the share price as the market starts to focus on the current year to June 2015.

[chizgreen68] 02/7/2014 08:24

Positive sounding update this morning

[bwilder2] 15/6/2014 02:23

Nearly 3million shares changed hands on friday no price change up or down.Is this a board member doing a favour.

[chester] 12/6/2014 13:30

Some life today...

[pentangle] 30/5/2014 08:32

Last year the trading update for the year to June was issued on the 15th August.

[eddyeagle1979] 29/5/2014 15:00

Anyone know when we are likely to get more updates here? Early July maybe for the 6 months Jan - June?

[chizgreen68] 23/5/2014 08:43

that was my view too, although Ebay may have been a factor - either way, good time to top up imo

[bwilder2] 23/5/2014 06:19

No its looks like they mms need shares .Big drop on little volume . Scare tactics sorrrrry.

[druinsky] 22/5/2014 09:37

Ebay problems

[mrmomentumt] 22/5/2014 09:34

27 x Forecast PBT to MCAP. Seems quite expensive to me. What am I missing? Seems like a good company, but the share price has got too far ahead of itself? Happy to invest in a sensible and sustainable growth story so please enlighten me. Thanks

[chizgreen68] 22/5/2014 09:12

Quite a drop this morning on no news. I have bought another chunk and will buy more if we go sub 30p.

[pentangle] 18/5/2014 11:10

Nice summary. Dot mailer is doing well, but Magento could be a real kicker. Launched at the end of Q3 last year it is already providing £1m of revenue per anmum by my calculations with less than 100 customers. At the recent Magento conference they had potential access to well over 1,000 Magento users and with returns against cost of up to 5,000% it's quite a persuasive sale. Plus factor in the US office beginning to motor and we are set for an interesting year.

However, I would not expect any major move on the share price until a trading update or the results.

[2vdm] 18/5/2014 09:49

Nice write up in Friday's "Share Prophets/ADVFN tipster
"Buy Dot Digital says Gary Newman
Dot Digital Group (LSE:DOTD) has enjoyed fantastic growth over the past year and that looks set to continue. The technology company provides products to the digital marketing sector and has seen its share price increase from around 15p, twelve months ago, to a recent high of 37.75p. It is now sat at 34p to buy.
Read the ShareProphets share tip of the week JUST out HERE

Dot Digital's last set of interim results, up to December 31 2013, made for impressive reading and pointed to the growth trend continuing, with the company's market cap of £94 million increasing further.

Revenues from Dot Digital's operations were up 32.5% to £7.6 million, and monthly recurring revenue from its dotMailer usage charges was up 29% to £5.8 million. Its email related creative and managed service saw a massive 164% increase, although still only accounts for £0.8 million in total.

This resulted in an operating profit before tax of £2.1 million, up 17.8%. Although this is not a huge amount on its own, when taken in the context of how the business is growing, you'd expect significant rises to continue.
The Stockpinger May selection: Netcall – read More HERE

Dot Digital is in a strong position in terms of its cash balance as well, with £7.3 million, and it generated net cash of £2 million from its operating activities. It remains debt free, and even paid its first ever dividend – although it was only 0.1p per share it signals the intention of the board to make this an annual occurrence.

All of this fits in with the new strategy that it set last year, and it is on track to meet its targets for 2014 as well – including growing the new US side of the business where revenues increased from $88,000 to $456,000 in 2013.
Coms – Corrected piece (TW admits his errors) HERE

When you see a company that has risen this much it can make you think twice about buying shares, but as long as the reasons for that growth are sound and operations look set to continue to grow at a similar rate, then there is no reason for the share price not to keep on going.

The rise so far has been nice and steady, and it has already bounced off of the 33p area several times, so could well provide support and further rises after the period of consolidation that we've seen recently.

However, this is not a share to buy and expect huge rises overnight as at times very few of its 281 million shares are traded on a daily basis, but to buy and hold for the longer term and it could provide great upside, and ultimately a source of income as well.
Totally, look forward not back – a stock to BUY - HERE "

[bwilder2] 29/4/2014 09:45

Thats good news when 1,5 mil gets moved around and the price does not change.Somebody is doing somebody a favour.

[pentangle] 03/4/2014 13:03

A little more flesh on Magento extracted from Peter Simmond's interview in February. The 75 customers were achieved by the end of December. A further 9 were gained in January. Most importantly they have only targeted UK Megento customers so far, but see no reason why this success cannot be replicated with customers based abroad.

A key issue is how much per customer per month is being achieved as compared with the £284 for Dotmailer. The interim report referred to £700, but we now learn this has already moved on to £1,200.

[eddyeagle1979] 03/4/2014 12:29

Good post Pentangle.

Amazed at how quiet this BB is... I think DOTD is still under the radar of many...