Share Name Share Symbol Market Type Share ISIN Share Description
Dotdigital Group LSE:DOTD London Ordinary Share GB00B3W40C23 ORD 0.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.80p -0.81% 98.00p 97.00p 99.00p 98.50p 98.00p 98.50p 671,488 08:02:15
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 32.0 8.1 2.4 40.5 289.91

Dotdigital Share Discussion Threads

Showing 901 to 923 of 925 messages
Chat Pages: 37  36  35  34  33  32  31  30  29  28  27  26  Older
DateSubjectAuthorDiscuss
04/1/2018
14:36
Why the high volume of trades but no price movement today?
dannyt90
03/1/2018
21:30
Thanks rosco40. Something new I learned today.
ashehzi
01/1/2018
17:18
Two points: - The next trading update will be released in mid-Jan, as per last year. - GDPR compliance will have zero impact on dotDigital revenues. Email campaigns are one of the pillars of every successful digital marketing/sales campaign and have been since the dawn of ecommerce. GDPR will not change this. It’s a legal compliance/configuration/user experience issue for their customers to address on their sites/apps. The real problem is if companies change way the email opt-in option appears on their site/app so that it is no longer clear to the user which option to select to receive emails. This sounds trivial, but this can lead to a big drop-off in new email subscribers and affect their bottom line in the future. It takes years for a brand to build a large organic mailing list (ie where users subscribe voluntarily) and anything which interrupts this process is a major issue. Some companies are approaching this by releasing and testing their GDPR-compliant opt-ins on their site/app in Jan, well before the May deadline, and monitoring any drop-off in new subscribers with analytics. Global brands are taking this very seriously. Man Utd recently displayed instructions on how to continue receiving emails on the digital advertising boards at the last home game against Southampton and have a video with instructions on their site. Dotmailer have also been running workshops on GDPR compliance.
rosco40
29/12/2017
15:34
from the most recent annual report p16 'Preparation for upcoming regulatory alterations, including the General Data Protection Regulation (GDPR), through process change, platform innovation and audits of both data and processes.' also mentioned in the year end company presentation document p18 https://www.dotdigitalgroup.com/wp-content/uploads/2017/10/DOTD-FINAL-RESULTS-17.pdf
srichardson8
29/12/2017
13:19
As I understand it, GDPR focuses on customer personal data and how companies and organisations store and process it. Customer names and email addresses are hardly the most sensitive of data out there. Organisations sending emails will probably have to ensure that customers are able to request removal of themselves from email lists and subsequent removal of the email address from the sending company database. That should exist today in most cases I would hope. Think of the Unsubscribe option on most emails you receive today. So, DOTD shouldn't be directly affected and I doubt their customers will be greatly impacted either but I'm always ready to be proved wrong.
nhb001
29/12/2017
11:57
As a new watcher, and reading recent posts here, I'd be interested to know what existing holders make of the potential impact on DOTD revenues of GDPR - due to come into force in May 2018? My concern is that these draconian regulations will reverse the growing trend in mailing as a key marketing tool in the UK and Europe, whether on a short-term or long-term basis.
thompsonminor
28/12/2017
13:32
How long before 100p is hit?
dannyt90
22/12/2017
22:39
Yes, agreed. The 3.84p is y/e 6/19 so I was getting a bit ahead of myself. We should get the six month trading update in a few weeks which should hopefully make good reading.
pentangle
22/12/2017
19:28
2.94 this year and 3.84 for next are the numbers I'm seeing. Looks a pretty solid growth story hence the rating.
quant_investor
22/12/2017
18:56
I think you may be looking at the June 19 estimates...but I hope you are right anyway!
srichardson8
22/12/2017
18:42
Actually I think Shares Magazine have got it wrong regarding the year to 6/2018 forecast PER which they reckon is 32.3. The consensus forecast is 3.84p which at a share price of 96p I make the prospective PER 25 on the nail! Not ridiculously expensive I think.
pentangle
22/12/2017
18:30
Named as one of Share Magazines ten picks for 2018. Conclusions are: If there is a potential sticking point it’s the already racy rating. A year-end 30 June 2018 price-to-earnings multiple of 32.3 suggests that a fair bit of excitement is already in the price. But we can think of many UK-quoted technology companies trading on far heftier ratings, many of them without the growth profile, cash generation or dividends of DotDigital. In 2017 rankings from research consultancy Megabuyte, DotDigital came in the top 10 of all UK-quoted technology businesses. We could see the shares hitting levels around 150p over the coming 12 months. (SF) I would settle for that!!
pentangle
20/12/2017
18:01
This has to be one of the best companies around in regards to its finances? No debt, money in the bank, raising dividend. Very promising
dannyt90
20/12/2017
06:38
Great post rosco40. Thanks apad
apad
19/12/2017
17:50
The fact that Dotmailer will now be bundled with Magento 2.2.2 is potentially highly significant for customer uptake in the US market. It means that new users can trial the software simply by going to Settings > Configuration > Dotmailer. Email software integration with CMSes can be a real headache, particularly when migrating to/upgrading or learning new systems. This ease of use has effectively removed a massive technical barrier for new users. Good stuff.
rosco40
19/12/2017
09:51
Valhamos,caffeine now in my system and yes it's a good point you are making. My only concern is that were there to be a general correction in the market,as is frequently talked about now, then this leaves the company with relatively little by way of actual reserves. It is a racehorse, albeit a very good one imo. I'll feel happier when we get the next set of results, which will hopefully not only confirm DOTD's generic progress, but also Comapi's integration into it, and the initial effects of the latter's new contract per today's RNS. Hopefully the integration will allow DOTD to increase Comapi's margins.
2vdm
19/12/2017
08:40
2vdm, I was particularly aware of the cash because significant cash on the balance sheet was one of the attractions for me(currently largest holding) in the sense that DOTD with good return on capital (including that cash) meant that return on capital actually invested in the business rather than stuck in a bank account was considerably higher. That high return on invested capital allied to strong growth indicates something special.
valhamos
19/12/2017
08:08
Valhamos, you are quite right.Apologies for my mistake here. I'm not quite sure why I thought they had, which is worrying!I think I'd better get have my first shot of caffeine for the day!
2vdm
19/12/2017
07:48
Very confident statement. However there isn't any debt. At 30 June 2017 DOTD had £20m cash and no debt and has since spent £11m on the Comapi acquisition.
valhamos
19/12/2017
07:40
A strong statement of where DOTD stands and that Comapi has won a significant contract. I hope that as revenue comes in the BOD will consider reducing some of the debt, but I think that they see growth as the priority.
2vdm
15/12/2017
19:21
Is anyone going to the AGM by any chance? Next Tuesday 19th December at No 1 London Bridge, aka in the past as Fahd's Thumb after the CEO of the Kuwait Investment Authority Fahd Jaffar. Any comment would be much appreciated. For the record if we assume the £11mn Comapi acquisition was paid for from the cash pile of £20mn the current EV might be around £270mn and the company should remain debt free. The Comapi EBITDA margin is around 15% which looks quite a bit lower than dot which has had an operating margin of a pretty juicy 25% and RoCE/RoE of about the same (all last year). What I like to hear in the acquisition comment is that they consider the Comapi business scaleable. I am not pretending the company is cheap - I wish it were - but the record is outstanding and l-t prospects appear to be extremely good. That is why they have a fine shareholder register and the liquidity is poor - no-one seems to want to sell. I wonder why?
srichardson8
14/12/2017
09:01
It's hard to value a company which has grown at a compound 30% per annum for the last ten years and where growth appears to be accelerating. Unsurprisingly a lot of people want it in their portfolio so the share price is supply/demand at work as for any share. Of course a highly rated share like this will be punished severely if management slip up, but it shows every sign of being well managed. I would not disagree that it looks expensive currently, but then it did when it was 20, 30 or 50p. You may or may not have some short term success shorting DOTD, but as a long term holder (nearly 7 years), I feel comfortable about prospects over the next few years. Incidentally you focus on the historical figures, but the likely turnover in excess of £50m and profit of £13m plus for the year starting next July is what the market is looking at. I am sure you would say that it will still be expensive but then it will probably continue to be unless growth falters or there is a severe stock market reversal.
pentangle
14/12/2017
08:05
Stockopedia, market capital is £289m
malcolmmm
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