Dods Share Discussion Threads

[foreigner34] 28/3/2012 06:25

Graham1TY, did they get back to you? Do you have the results date? TIA

[solarno lopez] 13/3/2012 10:44

That it was useful !!

[graham1ty] 13/3/2012 10:33

Just spoken to their head office. Calling me back re dates for results. But.....

Fire at head office on Friday and had to move out. What can you read into that !!

[cerrito] 21/2/2012 09:01

Rather at a loss to understand the reason to change the accounting date...everyone knows it is a year of two halves and one rather suspects the worst

[cerrito] 12/1/2012 23:19

Agree with you all that while in general terms it is good that the business is bulked up and there are synergies I am none the wiser if it makes financial sense, although I guess Lord Ashcroft does.
Glad to see no change in trading conditions; they will find it a hard slog in the first half year though hopefully the French presidential elections will give some business to their French operation.

[solarno lopez] 12/1/2012 10:14

Interesting that they wax lyrical about the bnefits bit give no financials..always a worry

[foreigner34] 12/1/2012 10:07

Overpaid? I can see how the new business will add an instant revenue stream and complement their existing monitoring service but is it worth the money they are paying for it? Anyone on here good with valuations?

[solarno lopez] 12/1/2012 07:22

looks good to me but I wonder what the profitability or otherwise of the new group is ?

[foreigner34] 12/1/2012 06:26

News out this morning???

[solarno lopez] 11/11/2011 09:27

It certainly was

[foreigner34] 10/11/2011 19:47

Guys, can anyone actually verify any of that?
As far as I know Politics Home was one of Lord Ashcroft's companies. How can he be furious about the acquisition? I thought it was his idea in the first place or am I getting this wrong?
Anyway, why would the company cease trading if, potentially, under new management/new CEO the business could be turned around. Why cease trading if you can throw the CEO overboard (provided that finances are OK)?

[bubbleandleek] 10/11/2011 16:59

thankyou very much.

[bubbleandleek] 10/11/2011 16:02

send the link pls

[kimball808] 04/11/2011 19:46

Sorry meant the share price is unloved...but somebody is interested...to the tune of £105 worth of buying today...

[vino] 03/11/2011 22:50

I sincerely hope that good times are ahead but concerned about being unloved
-Kimball
and that means the Civil Service contract will be harder to win - confidence

Hope they have plan B up their sleave

[cerrito] 01/11/2011 23:04

ref tender results difficult to get clarity by googling
guess need to speak to the company

[kimball808] 01/11/2011 18:40

Strange how the 2011 forecast has disappeared from Digital look....

This company seems truly undervalued..but so unloved...agree with point 7. if Dods can bag a hansom stake in the CSL then a budding relationship with Mr Market may start to bloom...Do we know when the tender results will be released?

[cerrito] 29/10/2011 13:54

Been looking at this to see if merits a further buy after the recent price falls.
I think it will depend on how I feel Monday morning as it is more a question of one's gut feel rather than an analysis of the numbers.
Noted the following
1. There have been no broker's forecasts for about 6 months- hardly surprising as must be very difficult to forecast anything
2. Trading over recent weeks has been slow except on Oct 13 when almost 3m shares traded-ie 2% of total.
3. Note that at year end they had tax losses of £1.5m ie just under 20% of total marcap but just £317k recognized in the balance sheet. Interesting to see that they have benefited in at least the three last semesters with income tax credits
4. Head office expenses in the first half were £530k quite a heavy burden when revenue was just £6.1m
5. I did not go to any political conferences this year; however I did wonder when I read how lobbyists etcet outnumbered ordinary party political members if this phenomenon (so key for DODS profits) has peaked.
6. Grant above not very conclusive
7. Obviously any outcome from Civil Service learning will be of vital importance.

[cerrito] 28/9/2011 08:05

As we expected interim results not very pretty and interesting to note that UK turnover fell in this half year to £4.6m from the comparatives for 2010 of £6.4m .
Cash flow pretty ugly especially given ongoing IT expenditure and the current position also ugly with negative working capital...saved by their suppliers.
I read the going concern statement carefully and also the FD's description of the financial position as robust; while the financial position is not fragile the figures would not suggest it is robust especially as there will be further strains with the pick up of conference activity.
Be interesting to see if we get a dividend.
Brighter spots are the more active second half and if one wants to clutch at straws the French elections next spring will give their French business a boost.
For me the shares are correctly priced with hopes of m and a activity outweighing the rather dismal financials.