..Yet reluctant to break back up over the £1 threshold. Nor even to threaten to do so. I wonder why the market is so indifferent? |
SUPERB UPDATE |
dotDigital Group plc Trading Update and Notice of Results |
And that cash pile is becoming quite massive - at nearly £50m it's going to lead to something sooner or later. |
Wow - that TU was earlier than expected! But I'm not complaining, and all seems to be going well.. |
Not really, not yet. This is the 4th time it's surmounted the 200ma in last six months. But I notice a very similar chart set up with GAMA and somehow wouldn't be surprised if they rise together. Both recovery stories well covered in tip sheets and assorted metrics and looking poised... to recover. |
Thanks - a stronger response than some other tips have produced recently and I hope the effect holds.
I concluded after the last guidance and results that this was probably undervalued and acted accordingly. Several other posters above expressing similar views will feel suitably vindicated, so pleased for you all. |
Main tip in SCSW. |
Something not quite normal this morning.
Does anyone have an explanation? |
Although not particularly large, yesterday's director buy was significant I think, being by the (new) CFO, and being around the upper end of the share's price range for the last 9 months. He's obviously aware of the very latest figures, which gives him a clear view of progress since end of year results (30 June). Bodes well for the new year. |
A nice steady upward creep - probably preferable to a spike which could encourage sellers and short term traders. |
Liontrust confident to increase their holding to 18.2%. |
Got a thumbs up in ADVFN's OMG report yesterday too. |
Liontrust increased their holding here, reported after hours |
...or move to the other thread... ;-) |
Nice one. Cheers mate! |
I agree, Colin. It's giving me rsi in my scrolling finger!
I've found out how to avoid the header altogether but it then applies to all threads, not selectively.
Go to 'Settins (Help/Settings/Profile in the top right area of this page).
There select 'General' which brings up a check list containing "Allow fast read access to BB threads" and alter the default of 'No' to 'Yes'.
Don't forget to click on 'OK' at the end of the list before returning to the BB.
Job done! |
I wish we could delete the endless block of text above our current discussion! Annoying… |
Looks like it was on a p/e of around 30 most of the time 2018-2020.
Quite high but presumably because of quality of earnings.
Given earnings increase then in a better market share price should be a fair bit higher. Especially if expansion continues reliably. |
Release of the full figures has freed up the market - sellers waiting to sell can now find buyers without knocking the price. What happens next depends on whether we run out of sellers (as one hopes) before the buyers have been satisfied.
PS: the 0.98p divi may be following their rules but wouldn't a full 1p have been more strategic? |
Great set of results and well done to Milan and the BOD. |
boadicea- I've been taking the same approach (I too held d4t4). Fundamentals look v strong here - under pinned by today's results. 'Positive momentum continuing into new financial year' sounds good. |
#DOTD FY22 earnings ahead, here's an overview video
EMEA +8% £48.2m,
US +3% $12.9m
APAC v strong +18% $9.1m.
Rev +8% £62.8m
EBITDA +10% £21.7m
a dil EPS +11% 4.18p
Positive momentum into the new fin year
Rec rev 94%
Strong cash conversion >100%
www.piworld.co.uk/company-videos/dotdigital-dotd-full-year-2022-results-overview-november-2022/ |
I held three shares which sat alpabetically adjacent in my portfolio - D4T4, DOTD and ECK. All of them became overpriced and suffered severely after mid 2021 in the 'market rotation'. I am now out of one of them and had signicantly reduced in the other two. However, this is the one that appears to have the better recovery prospects and the resources to swallow any distressed bolt-on bargains which may crop up along rhe way, so gradually rebuilding my position. |
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