Dotdigital Share Discussion Threads

[pentangle] 11/11/2014 18:33

Nice bounce off recent weakness.

I note that the influential Techinvest magazine set a stop loss of 27p in their November issue when the share price was 29.375 and lo and behold they fell to 26.5 yesterday thus triggering stop losses from that magazine's loyal following. Market makers read Techinvest too so it does make you wonder ........

At the current 28.88 they will be on a current year PER of less than 13 come next July and based on a forecast of 2.3p for 2015/6. Hardly extravagant I would have thought.

[pentangle] 05/11/2014 18:52

I think patience is required - maybe until the interims. Not losing any sleep over it!

[painter] 05/11/2014 11:44

What with me and Slater Investments topping up Monday I was hoping this would move north!

[2vdm] 21/10/2014 07:33

Always good to see directors buying, although 25k's worth approx is not going to break the bank.

[eddyeagle1979] 16/10/2014 13:57

Strange fall! Could be a good top up point...

[danielhopkins] 16/10/2014 13:12

all , this is market madness...... given the upside of the recent results: again no debt plenty of growth and cash and in a growing sector (still competitive for sure), this has to be a blip that will recover quickly, I'm in again at this level, any thoughts?

[2vdm] 16/10/2014 08:20

Yes, I think that you're right, looking at the rest of the market. I might top up.

[pentangle] 16/10/2014 03:11

Actually there are forecasts out dated 14th October from N+1 Singer and Finncap who are the joint brokers. The consensus is for EPS of 1.6p in the year to June 2015 and 2.3p in the following year to give year on year increases of 34.3% and 43.7% respectively. Forward PEs are 21.2 at 6/15 falling to 14.8 a year later.

As this company like to surprise on the upside I would imagine that these forecasts are conservative. Clearly plenty of share price upside eg doubling by June 2016 would put them on a similar historic PER to what they currently enjoy. I have many of these, but if I did not I would be a buyer at current levels.

[pentangle] 16/10/2014 02:59

2vdm - it's held up whilst the market has been tanking so it's really been doing rather well. I am mainly interested in where DOTD will be in six month's or a year's time and remain confident. Incidentally I have not seen any revised broker forecasts. Are they out?

[2vdm] 15/10/2014 11:54

I am a bit surprise that the share price hasn't reacted to the news, but perhaps this is just because the markets are down everywhere? Views appreciated.

[eddyeagle1979] 14/10/2014 09:15

Good results... they have doubled the dividend from last year...

A pity the CEO is retiring but seems to be under control.

[2vdm] 14/10/2014 08:45

Well put Dh.I agree. Being profitable and cash generative means that they can sustain the odd knock (hopefully none). I wonder whether the CEO's departure will affect the co's future, although it's not imminent and his successor seems to have a good track record?

[danielhopkins] 14/10/2014 08:35

Theses guys know what they are doing, fundamentals are very strong, they've moved premises and revamped their brand and presence within the city and i believe they really understand their market and the opportunities therein, I've used the dotmailer platform as a business owner and it is a far more intuitive offer with a wide range of reporting than many others on the market, they're debt free and generate great cash, whats not to like - I'm sure they will continue to add to shareholder value in the coming months / years

[saj3] 14/10/2014 07:17

All good here!!Good cash generating and company is debt free!!

[chizgreen68] 13/10/2014 21:11

Keen to see if Magento and USA have made significant contributions here

[eddyeagle1979] 08/10/2014 10:33

Full year results on Tuesday...

[saj3] 08/10/2014 10:12

Holding up pretty well, considering the sell off

[pentangle] 08/9/2014 19:54

There are no forecasts currently in the market, but their brokers are on record as expecting 65% and 56% growth in pre tax profit for the current year and next year respectively. Its pretty easy to do the maths. I don't think this is priced in currently. I added to my already substantial holding at 32p.

[eddyeagle1979] 08/9/2014 16:51

I'm liking their confidence!

[pentangle] 08/9/2014 16:48

Someone bought 2.05m at 33p at close of trading on Friday too.

[eddyeagle1979] 08/9/2014 12:48

Someone is LOADING UP here!

They just bought 1.2 mil and 1.0 mil shares at 35p!

[pentangle] 05/9/2014 18:43

Sorry duplicate

[pentangle] 05/9/2014 18:43

I think there will be major broker upgrades when the results come out on 15 Oct.

[saj3] 05/9/2014 11:02

Just bought some and is showing as a sell

[pentangle] 25/7/2014 15:38

Just saw the Share sale by the Director's trust. No great significance there. However he is left with 200,000 shares which he reckons is 0.35% of the company. With 282m shares in issue I can only feel that maths is, perhaps a little suspect as I reckon his holding percentage is about a fifth of that lol Lets be thankful he is not the Finance Director!