Many thanks for setting up a new thread |
The only thing I don't like about this share is scrolling through the superfluous header on this thread!
Likewise! So I created a new one as Cambium has not been around since 2019:
Let me know if there is anything else useful to add to the header. |
!YOUTUBEVIDEO:BWG1dXjJ3Rk: |
Very quiet here!
Looking forward to an update - possibly around 22nd July. DOTD has not disappointed so far but has a high rating to maintain. |
The only thing I don't like about this share is scrolling through the superfluous header on this thread!
It gets a high rsi rating from me.
Is Cambium still around to shorten/precis it? |
Terrific company. I've enjoyed being an investor for over 6 years, and I've no doubt I'll still enjoy being an investor in 6 years time.
Yes, very little following here, which is good, imo. No loony rampers, posing GIFs every day, yet the share price still rises :) |
I bought in at 27p following Slater - I also bought Lakehouse on this premise. That investment was less successful but it's now reborn as Sureserve SUR and looks like it's all set for similar rapid growth |
Impressive price action recently and a clear break out if you are into that sort of thing. Promises good things for the July trading update. Now a 27 bagger for me from 7.8p (not that I like to brag :-)) I think its great that this is a share with very little following apart from the institutions - Slater bought their stake at about 35p from memory and they normally know what they are doing. |
Thanks Bprofit. A good read and clearly Adobe highly value its relationship with DOTD. I've been a holder since 2013 when I bought my first tranche at 21.13p and am delighted to see we moved across 200p today, albeit briefly, for the first time. Great management and great product. |
Strong share price rise here over the last few trading days...something brewing.. |
https://martechseries.com/sales-marketing/customer-experience-management/dotdigital-partners-adobe-power-enhanced-customer-engagement-across-touchpoints/ |
Alot of big sales late today?? |
DotDigital has delivered consistent excellence over a number of years, yet it still has a very small presence in a huge and growing market.
Investor's Champion has taken a close look at this Stonking Small Cap. |
all that money they raised for their VCT? |
RNS yesterday pm. Octopus Nominees have increased it's holding by 1% approx to 8.14% |
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? |
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. |
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 |
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. |
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:
Podcast: |
Again on a quick read through I noticed
Cost of sales (5,001) cf (1,401)
but couldn't see an explanation.
apad |
Interims out and looking good on first reading but NO interim dividend |
Have been a LTH and am very happy with the progress here. Well done to the BOD. |
Quite detailed update this morning and all looks good. |
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