Dotdigital Share Discussion Threads

[2vdm] 25/10/2016 11:33

General market sentiment only. Nothing has changed within the company and as discussed previously this is a longer term hold that can't be judged on one weeks sp

[dannyt90] 24/10/2016 11:53

Been on a downfall since I bought in!!

[2vdm] 20/10/2016 11:12

Good spot danny90 and paragraph 4 may answer your question about whether now is a good time to buy or not.

[dannyt90] 20/10/2016 10:21

Article from fool.co.uk.....dotDigital GroupDo you ever receive emails from retailers advertising their promotions and sales? I do and I have to admit, they're quite effective at getting my attention. That's why I like dotDigital Group (LSE: DOTD), a leader in the digital marketing space. Its key product Dotmailer enables firms to send customised marketing emails within minutes and the product is proving to be very popular with clients.DotDigital has grown its revenues from £9m in FY2011 to £26.9m in FY2016 and shareholders have been well rewarded over the last five years with the share price jumping from around 8p in 2011 to over 50p today. However in my opinion, the company is still very much under the radar and I believe there's more growth to come.The group released another impressive set of results this week, with turnover and earnings per share increasing 26% and 12% respectively for the year ended 30 June 2016. Recurring revenues were lifted from 76% to 78%, and the company's cash position was boosted to £17.3m at year-end, up from £11.9m last year. To top it off, dotDigital increased its final dividend from 0.36p to 0.43p and announced a special dividend of 0.41p, taking the total payout to 0.84p, a yield of around 1.6%.The market was underwhelmed by the results, with the share price dipping a few percent on Tuesday, however that's a pattern I've noticed before with dotDigital. The share price will fall on respectable results, but then move higher in the coming weeks and months.I believe it's an exciting time for dotDigital with the company looking to grow throughout the EMEA, North America and Asia Pacific regions. It currently trades on a P/E ratio of 24 times next year's estimated earnings, which I don't think is unreasonable for a company that's growing quickly and consistently.

[bprofit] 19/10/2016 20:49

2vdm: You can find a list of major shareholders here:

hxxps://www.dotdigitalgroup.com/investor-relations/shareholdings

dannyt90; some days have more activity than others, not that past activity will impact on future activity....

[dannyt90] 19/10/2016 09:26

Are there days with not a lot of movement in the share price?

[2vdm] 19/10/2016 07:57

tightfist that makes sense and I suspect that anticipated good results were also priced in. I'm trying to find 2 things 1) a competitor/similar sized business for comparison purposes re PE/cash generation etc and a list of the key shareholders. I didn't have time yesterday but will try again today. danny90, I'm not sure it's as simple as that and I'll try and give a fuller answer later if poss, but I wouldn't have added yesterday if I thought the share price was going to drop over the longer term, but this is just my view.

[dannyt90] 18/10/2016 23:11

So the share price should slowly increase if no 'bad' news is reported?

[bwilder2] 18/10/2016 22:26

To anybody who has not been here long. This company does not issue Rns baring good news.It likes to keep things in house. It stops people seeing the potential here.

[tightfist] 18/10/2016 18:28

Hi Danny, 2vdm,I wondered about topping-up today, but because this is a high Quality company with strong cash generation, healthy ROE, solid ongoing growth prospects and sticky customers this share is hardly cheap. It's on a prospective PE of 24 (or taking off the cash 22) and a PEG of 1.2 (or 1.1) based on current forecasts.I think that is why it had a lukewarm reception today despite on-forecast numbers and an attractive outlook.Cheers, tightfist

[2vdm] 18/10/2016 16:14

danny90, I think you still have time, unless either it gets a write up in the press or signs up another big contract. I bought another 10K today as I'm taking a longer term view, so although it's always good to get a couple of pence off, I believe it will be academic over the next 2-3 years. I did the same thing with SRT, another of my favourites and am very glad I did. Eventually, DOTD will get more coverage, particularly as it signs more contracts.It has a strong b/sheet is cash generative and pays a dividend. Just my view so DYOR

[bwilder2] 18/10/2016 11:04

Have to get rid of the dividend .IT keeps board members in a job.They never think of keeping us up to date with clients or anything that would be good for the share price .They couldnt give a daffy

[dannyt90] 18/10/2016 10:06

So the perfect time to buy today for a new investor?

[2vdm] 18/10/2016 09:56

Almost certainly the latter IMO looking at the buys over the last couple of weeks.

[gnnmartin] 18/10/2016 09:34

Could be the "slightly slower than originally anticipated" progress in USA and Australia. Or could just be that they have had a good run and it is profit taking.

[2vdm] 18/10/2016 09:23

Buy on rumour and sell on fact perhaps? That being said, I'm sure this will recover vey soon as it's a good solid company and the directors appear to know where they are going.

[dannyt90] 18/10/2016 09:06

With good results why has the share price dropped so much?

[2vdm] 18/10/2016 08:10

Well done to the BOD for a strong set of results and continued growth. Brexit fears have not significantly affected the company and growth in the middle east, S Africa and the US will help offset this area of potential concern.Increased t/o and profitability,cash generative and expanding its market. What's not to like.

[bprofit] 18/10/2016 08:08

Good strong results today and special dividend as well. No impact from brexit, all looks good to me.

[pentangle] 06/10/2016 08:24

Nice to see DOTD hitting all time highs ahead of results due in two weeks. Not expecting the unexpected there - EPS coming in at about 1.8p at top end of guidance. We already know what turnover is. Hopefully some positive noises about the way this year has started and in particular the USA and Australian offices.

[bprofit] 26/9/2016 20:45

Interesting to see that the Dotmailer product website has been getting a lot more hits recently, up 46,243 places.http://www.alexa.com/siteinfo/dotmailer.com

[bprofit] 19/9/2016 21:30

Some interesting articles on DotMailer:

hxxps://www.loyalty360.org/content-gallery/daily-news/denver-retailer-improves-cx-through-dotmailer-part

hxxp://www.martechadvisor.com/news/content-marketing/dotmailer-to-utilize-microsoft-azure-to-drive-expansion-and-innovation/

[bprofit] 31/8/2016 08:52

Nice upward pressure building here...

[bprofit] 21/7/2016 20:17

Good write up here:

www.proactiveinvestors.co.uk/companies/news/121470/dotdigital-s-sales-surge-continues-121470.html