Dods Share Discussion Threads

[solarno lopez] 05/8/2016 09:55

Are they Activist or Supporter type shareholders

[chickenrun1] 05/8/2016 07:47

SO the COO gets promoted to CEO Sasqa Fields go over 7 percent.

Interesting times.

[napoleon 14th] 21/7/2016 11:35

Looks like 1.4p eps is possible, so P/E drops to c. 10.
& why would directors buy so much if this is unlikely?

[solarno lopez] 18/7/2016 08:07

The P E is too racy at over 46 they need some bally good results to retain such a level

[chickenrun1] 17/7/2016 16:33

And as an investor living in France the shares are even cheaper for me to buy with my Euros since brexit :-]

[chickenrun1] 17/7/2016 16:31

I started buying these last week. In the year end results Cheryl Jones said:

"I am pleased to report Dods Group achieved a strong set of results for the fiscal year ending 31 March 2016. This was a pivotal year for Dods in the development and early execution of the Group's business plan."

A few years ago Dods used to get the June 30 ending half interims out in late July so I wouldn't be surprised if they are a lot earlier than last year.

Mkt cap £45m with £3.5m cash generation and net cash of £9m.


H1 2015 (0.03p)
H2 2015 0.69p eps

What might they do in H1 this year after 0.63p in the last half?

Directors buying shed-loads from Sep to May.

With all the uncertainty of brexit the demand for Dods business info must be strong. Amazing how few investors have identified this if any.

[dlku] 24/6/2016 08:21

get ready to smash

[jackie234] 13/6/2016 22:08

If remain-the business should be ok if the present rise is due to improved performance
if Out - surely plenty to do over the next two years whilst EU negotiations take place, then I am not sure

[onjohn] 13/6/2016 17:16

A big chunk of the business might disappear

[solarno lopez] 13/6/2016 15:14

But they should be earning on the back of the debate

[onjohn] 13/6/2016 15:13

brexit could kill this

[jackie234] 07/6/2016 16:58

nice and steady away -Go on

[onjohn] 01/6/2016 11:10

next stop 18p

[jackie234] 31/5/2016 16:01

Sasqua Fields Management LLC - interesting company!! DYOR

[jackie234] 31/5/2016 15:54

oh yes pls

[onjohn] 31/5/2016 15:36

DODTASTIC BREAKOUT, next STOP 18

[duncan doughnut] 31/5/2016 15:27

A major shareholder increasing their holding today after director buying last week.

[fillipe] 27/5/2016 09:29

I'm guessing DODS have had a mention in this week's IC today, given the activity and uptick - but my postal copy doesn't arrive until lunchtime.

I'm also a fairly long-term holder from 2008, but with averaging down on a few occasions I can just about see a profit and am very happy to hold for considerably more - but it's been a heck of a journey.

f

[vino] 27/5/2016 08:37

likewise - SL

Director buying only small amounts so not sure what to read into that
Can only hope so will hold to try for a poss buy out even though the PE is high

[solarno lopez] 27/5/2016 08:03

Thanks Cerrito and I joined you in the early days at 50p and all the way down to average and am still not convinced but director buying gives some confidence

[cerrito] 26/5/2016 21:59

Congrats to those who perservered with this..as someone who got into this when it was Huveaux at 50p+ I sold in November 13 at 3.5p..not a great decision in hindsight.
Given the improvement in the financials and the Director's buying I pondered going back in but as I found the Chairman's and CEO's report uncomprehensible I went back to sleep.
In the past a General Election year would have been good for them and I noticed that their European revenues were higher than I would have expected.

[duncan doughnut] 26/5/2016 18:38

A 400K director buy at the close.

I saw these mentioned elsewhere today. If you look at the 2H earnings and the momentum of the last few half years, then it is quite possible next years earnings could be much higher than this years headline earnings.

A lot of the directors seem to think so with their heavy buying I say.

[solarno lopez] 23/5/2016 10:43

at long last we have movement but on a pricey P E of around 40