Dotdigital Share Discussion Threads

[boadicea] 20/10/2020 08:06:53

With a strong balance sheet supported by £27m in cash and contracted forward revenues this business looks set to outperform by some margin.

"Following a strong 1Q, the Board now expects to deliver a greater rate of revenue growth this financial year versus current consensus expectations. The strong 1Q performance has been driven by existing customer growth, new customer wins and a significant take up of non-email channels."

A good update seems to have been anticipated by the market so no doubt there will be short term profit taking at some point but I expect to see any temporary slack eagerly absorbed.

[energeticbacker] 30/9/2020 10:44:34

dotdigital has been approved for inclusion in the UK Government's G-Cloud initiative.

This is a procurement framework and online platform from which public sector organisations can buy services without needing to run a full tender or competition procurement process.


We remain big fans of this rapidly growing business which also has the attraction of high operating margins and return on equity.

More on the Investor's Champion website.

[jsforum] 29/8/2020 21:50:33

Definitely- there must be room for more acquisitions here with the growing cash pile

[2vdm] 27/8/2020 07:53:22

Octopus increasing their investment here again which supports my LTH view

[jsforum] 21/8/2020 21:16:50

Around about £1 if it retraces

[pentangle] 09/8/2020 09:30:47

what price would be a good entry point at this stage?

Who knows. Maybe the current strength has something to do with the switch to online shopping during Covid. I started buying these at 7.9p nine years ago. I remember telling a friend about them who has reviewed them many times over the years with a view to buying but never has as they always looked expensive!

[abadtrader] 06/8/2020 23:53:53

what price would be a good entry point at this stage?

[boadicea] 06/8/2020 20:12:00

I was looking at the volume of trades - Yesterday over double the normal number, 111 and today 200, about 5x normal.
So, has it been tipped or has something leaked?

The apparent imbalance between buys and sells will be a myth - There is no way MM's conjured up 6 mill shares from nowhere or would risk an uninformed imbalance of that magnitude, so the block of big trades published at 8:43 am (delayed?) probably nets out to a buy (or sell) of 130818 unless a large delayed effect has yet to appear.

Patience will no doubt reveal the answer - an rns perhaps tomorrow or Monday.

[bigwig] 06/8/2020 18:50:12

anybody else enjoying this ?

[pentangle] 23/7/2020 20:20:20

Must admit I thought they would take at least a small hit from Covid due to customers not being able to pay. All looking good and a very strong performance against the market since the beginning of the year.

[bprofit] 19/6/2020 10:49:02

Didn't see this before but very interesting they are doing more with Adobe.https://blog.dotdigital.com/chat-for-magento/

[johnwise] 14/4/2020 07:30:45

14/04/2020 7:00am

RNS Number : 4519J

dotDigital Group plc COVID-19 Update


Robust financial position

zero debt.

The business has 90% recurring revenues, (of which 90% is contracted), giving us strong future revenue visibility. We achieve a high operating margin and enjoy good operating cost flexibility. Cash at the end of March was on target at GBP22.0m with zero debt. Customers come from a diversified mix of industry types and company sizes, with no client representing more than 1.5% of revenue. Stress test modelling gives a high level of confidence that we could, if required, maintain our business model through a prolonged global downturn.

Actions taken

[2vdm] 14/4/2020 07:19:23

Solid RNS and as expected operations will continue largely uninterrupted as being a software business, much can be done remotely. Fully accept that it is hard to predict what effect Covid 19 will have longer term, but I particularly liked this bit :-

"Cash at the end of March was on target at GBP22.0m with zero debt. Customers come from a diversified mix of industry types and company sizes, with no client representing more than 1.5% of revenue. Stress test modelling gives a high level of confidence that we could, if required, maintain our business model through a prolonged global downturn."

There are a lot of companies that would love to be in that position right now imo. Will continue to hold and look to add as a LTH.

[jane deer] 03/4/2020 13:44:36

I have sold my holding in DOTD over the last couple of days. DOTD has many attributes in this market with a very strong net cash position and a solid business model, where it can still operate in the current lockdown. But on the negative side it has a significant number of clients (particularly in retail) whose business is affected. If you just view this as a 3 month hiatus, then DOTD will be fine - but I sold on the basis I wanted to free up cash for elsewhere and limit risk, if lockdown is extended.

[2vdm] 23/3/2020 17:22:55

Wish I had more free cash to buy more here!

[nhb001] 12/3/2020 12:20:14

Some serious trading of DOTD shares happening today.

[2vdm] 02/3/2020 15:51:13

Agree nhb001, which is possibly why is is climbing back again today.

[nhb001] 02/3/2020 13:34:38

Also SaaS so revenues should be sticky & secure and customer fees are low enough (£500-£1000 pm) for churn to be low. Personally, I would have thought this would be one of the safer investments. If there is such a thing.

[2vdm] 02/3/2020 12:45:34

On what do you base that? Majority of sales are EU (inc UK)and N America, not Asia and it's a software company.

[abarclay] 28/2/2020 08:13:53

Too much exposure to Asia and virus

[2vdm] 25/2/2020 09:33:21

Excellent set of results. Good partnerships and repeat business. Cash generative and debt free. Good to see that 34% of their business is overseas and expanding. Congratulations to the BOD.

[tomps2] 25/2/2020 07:08:36

DOTD H1 results overview - video

[thamestrader] 19/2/2020 15:36:30

tipped on share.com today