Dotdigital Share Discussion Threads

[capt bligh] 21/1/2020 15:52:30

In again here. Good luck all

[the analyst] 21/1/2020 14:18:11

"It does look like nearly all revenue growth is from higher ARPU, rather than from winning new clients."

True

Presumably that is the case for just the EMEA region, rather than the faster growing US and APAC regions. In which case, they may actually have been losing customers in the EMEA region?

I would expect / hope that was due to GDPR and that going forward, the EMEA division can focus on growth in new clients again, rather than helping existing clients through GDPR.

Would be good to get a clearer picture of exactly how much the European data protection laws clogged up, or drained the company's time and resources over the last year and how that affected the growth in new clients in Europe.

If that is all done and dusted now, maybe we can expect the EMEA client win rate to start growing strongly again this year? Would be good to see.

[jane deer] 21/1/2020 14:01:10

Very solid numbers from DOTD and good to see good cash generation. It does look like nearly all revenue growth is from higher ARPU, rather than from winning new clients.

[nobilis] 21/1/2020 12:55:14

PHD on fire

[nhb001] 21/1/2020 11:08:53

The CEO is sounding as bullish as he has ever done. The latent market for new customers seems huge.

[the analyst] 21/1/2020 07:15:44

Good trading update on first impressions - good progress in the US and APAC and making real cash.

Also, it's looking like the GDPR problems are behind them now. Without the adverse effects of that dragging them back, I think they can increase those growth rates even more over the coming years.

Really good company, really good progress, imo. Looking forward to the results to get a more in-depth picture

[nhb001] 17/1/2020 08:20:31

Anyone know anything about Mike O'Leary?

[togglebrush] 16/1/2020 15:19:17

FWIW -----------One consensus estimate
30 Jun 2020 … EPS 4.00p … net £12.27m
30 Jun 2021 … EPS 4.38p … net £13.47m

[pentangle] 16/1/2020 15:06:27

Has anyone got the latest eps forecast for 19/20 and 20/21? I am guessing the current year will be 4.4-4.7p and next year 4.9-5.3p.

[pentangle] 13/1/2020 17:54:56

I don’t think a brief précis breaches copyright.

[weatherman] 12/1/2020 20:33:28

Thanks - but I doubt Techinvest will be impressed with publishing their research on here.

[capitalist] 12/1/2020 17:35:46

I have removed the Techinvest information as I do not want to breach their copyright.

[pentangle] 10/1/2020 18:11:04

I am not generally a huge fan of Techinvest, but in fairness they did first bring my attention to DOTD in 2011 at a price then of 7.9p. They have continued to be positive about them ever since and, from memory, they have been one of their New Year Tips on several occasions. capitalist - would be grateful if you could post a summary as I do not currently subscribe.

[capitalist] 08/1/2020 17:31:56

2ydm, Techinvest is a monthly newsletter. They focus on technology stocks. Their site is here: I will need to type up their bit on DOTD as I don't have it with me.

[2vdm] 08/1/2020 09:11:57

Can't find the article you refer to. Do you have a link or is it a subscription site? Perhaps you can post relevant bit here?

[capitalist] 08/1/2020 08:36:20

It was in Techinvest in their latest newsletter, as one of their 10 new year tips.

[valhamos] 07/1/2020 14:20:12

Trading update expected within the next couple of weeks.

[2vdm] 07/1/2020 13:59:44

Tricky to call from here. The price has risen 10% since this time a month ago. Some selling today including 125000 shares so has the seller gone for good? No RNS. Thoughts appreciated

[capitalist] 13/12/2019 13:04:39

Not sure the seller has gone away. Almost 5 million shares transacted today.