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Share Name Share Symbol Market Type Share ISIN Share Description
Dotdigital Group Plc 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
  0.50 0.29% 170.00 170.00 172.00 174.50 167.00 168.00 1,358,327 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 42.5 11.0 2.9 59.4 506

Dotdigital Share Discussion Threads

Showing 1201 to 1225 of 1225 messages
Chat Pages: 49  48  47  46  45  44  43  42  41  40  39  38  Older
DateSubjectAuthorDiscuss
04/3/2021
15:48
From page 18 of the PDF, Revenue increased by £5.1m (22%) Cost of Sales increased by £3.6m (257%) I think they said this was mostly due to the increased cost of bulk buying SMS for which they take a healthy margin from onselling within their packages. I didn't hear any explanation why SMS was suddenly more expensive? One off or step change or trending higher still? Anyone?
rustle2
04/3/2021
15:13
Excellent update by Milan Patel and Paraag Amin the CFO. They know where DOTD stands in the market, its strengths and risks and its next objective(s). The webinar was recorded and should be available for free on the company's site. I can't see it there yet, although the same information is available as a pdf downloadable file.
2vdm
04/3/2021
08:38
Investor Meet Company platform on 4 March at 10.30am. ' -- The online presentation is open to all existing and potential shareholders. -- Questions can be submitted pre-event via your IMC dashboard up to 9am the day before the meeting or any time during the live presentation via the "Ask a Question" function. Although the Company may not be in a position to answer every question it receives, it will address the most prominent within the confines of information already disclosed to the market. Responses to the Q&A from the live presentation will be published at the earliest opportunity on the Investor Meet Company platform. -- Investor feedback can also be submitted directly to management post-event to ensure the Company can understand the views of all elements of its shareholder base. Investors can sign up to Investor Meet Company for free and add to meet dotdigital via https://www.investormeetcompany.com/dotdigital-group-plc/register-investor
togglebrush
26/2/2021
10:27
Investor's Champion comments: House broker forecasts for the year ending June 2021 are for revenue of £56.5m, adjusted pre-tax profit of £12.6m and eps of 3.6p. There is plenty to like about this little business and £56m is a drop in the ocean relative to the market opportunity.
energeticbacker
25/2/2021
08:34
dotdigital #DOTD interim results overview. Milan Patel, CEO, outlines the key drivers during the period, including new and existing customers, with SMS channels being particularly strong. Growth still comes from product innovation, strategic partnerships and geographic expansion. Digital spend is going up, accelerated by CV19. Paraag Amin, CFO, summarises the financials with 22% revenue growth, 93% of which is recurring revenue; with ebitda margin 37%; and Adj op profit 27%. Cash £27.6m. For the outlook, DOTD experiences strong trading momentum as global digital marketing spend continues to grow dramatically. Video: Https://www.piworld.co.uk/2021/02/25/dotdigital-group-plc-dotd-interim-results-overview/ Podcast: Https://piworld.podbean.com/e/dotdigital-group-plc-dotd-interim-results-overview/
tomps2
25/2/2021
08:29
Again on a quick read through I noticed Cost of sales (5,001) cf (1,401) but couldn't see an explanation. apad
apad
25/2/2021
07:14
Interims out and looking good on first reading but NO interim dividend
togglebrush
22/1/2021
07:47
Have been a LTH and am very happy with the progress here. Well done to the BOD.
2vdm
21/1/2021
07:50
Quite detailed update this morning and all looks good.
boadicea
30/12/2020
21:38
Looks promising for an imminent rise to 180
shammytime
24/12/2020
16:59
I must disagree. Look at AWS, Azure. SaaS is huge and is where the large firms are going. This has legs, I expect 100% rise within 12 months
shammytime
24/12/2020
15:53
zeus19 - it’s always looked overvalued ever since it floated on AIM 10 years ago. Meanwhile it’s 20 bagged.
pentangle
24/12/2020
10:52
That would give it a market cap of just under £600m. Overvalued imo
zeus19
24/12/2020
10:10
This looking very good for a run up to 200p
shammytime
18/12/2020
07:27
Maybe the podcast made a few more people realise what a great company this is?
2vdm
17/12/2020
17:38
That was a bit of an unexpected surge to finish the day. Leaking news?
boadicea
24/11/2020
12:45
DOTD FY20 results presentation given to analysts 17.11.20 by Milan Patal, CEO & Paraag Amin, CFO. More colour on the results, the market, the strategy and how they see the opportunities ahead. Video: Https://www.piworld.co.uk/2020/11/24/dotdigital-group-plc-dotd-full-year-results-presentation/ Podcast: Https://www.piworld.co.uk/podcasts/
tomps2
18/11/2020
08:23
IC comment: dotDigital raises guidance despite lockdown otDigital (DOTD) has increased revenue guidance through FY2021, adding ballast to an earlier October update that revealed top-line growth was in advance of consensus expectations. It is doubtful if any business could claim to be iron-clad in the face of the pandemic, but it appears as if the software-as-a-service (SaaS) specialist has a degree of immunity due to the accelerated shift towards e-commerce. Management pointed to the diversity of the group’s customer base, coupled with “strong contracted recurring nature of [the] business model”. Indeed, recurring revenue as a percentage of total revenue increased by 200 basis points to 91 per cent. Clients purchase a pre-paid contract for a set period that gives them access to the platform, enabling integration of any existing e-commerce and/or customer relation technologies. The overall aim is to improve marketing efficiencies, customer retention and up-selling opportunities. The technology may well be finding favour, at least judging by a 12 per cent increase in average revenue per customer in the year to 30 June. The increase was partly down to improvements in both platform messaging and functionality, but the group’s services are also increasingly being accessed by larger clients. All appears in good trim. Cash profits are up by a quarter, with improved cash generation at the operating level and receivables falling as a percentage of revenue. The shares are priced for growth at 40 times forward consensus, but the unfolding narrative suggests the rating is justified. Buy. Last IC view: Buy, 95p, 15 Apr 2020
lomax99
17/11/2020
16:51
Fabulous results covered by Investor's Champion in the latest update - quality is worth the premium - appreciate the increase in dividend but shareholders would surely be better off keeping their money in the company where it can generate a much higher return!
energeticbacker
17/11/2020
13:01
Superb results. They get the balance just right between making profit (actual cash in bank) and putting money into R&D, to improve the offering. The dividend is reassuring, too. I can only see them going from strength to strength in the US, based on the traction they are getting and comparing to the growth in UK over the last 10 years. Plenty of years of growth ahead, imo. Agree that the price might well flatline fro a while - it is possible. But over the next 5 years, I'm optimistic and would rather be in than out.
the analyst
17/11/2020
11:39
Excellent results justify the high rating of DOTD. Coupled with a very strong balance sheet, predictability of revenue and encouraging forward guidance, it has managed to avoid a results day sell-off so often seen of late. Given the good share price performance over the past year (up ~66%) it may flat-line for a while but there is plenty of scope for further developments emanating from its cash pile.
boadicea
17/11/2020
08:00
dotDigital Group plc Final Results Strong cash balance at 30 June 2020 of GBP25.4m (2019: GBP19.3m) https://uk.advfn.com/stock-market/london/dotdigital-DOTD/share-news/dotDigital-Group-plc-Final-Results/83698890
johnwise
17/11/2020
07:48
Lovely results
zeus19
17/11/2020
07:26
DOTD FY20 results overview by CEO Milan Patel & CFO, Paraag Amin. video: Https://www.piworld.co.uk/2020/11/17/dotdigital-group-dotd-full-year-2020-results-overview/ Podcast: Https://www.piworld.co.uk/podcasts/
tomps2
06/11/2020
17:06
i bought at pe of 19.5 for 34p in 2015. so not cheap, but much less demanding than today's valuation
qvg
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