Dotdigital Share Discussion Threads

[zeus19] 17/11/2020 07:48:32

Lovely results

[tomps2] 17/11/2020 07:26:01

DOTD FY20 results overview by CEO Milan Patel & CFO, Paraag Amin.

video:

Podcast:

[qvg] 06/11/2020 17:06:03

i bought at pe of 19.5 for 34p in 2015. so not cheap, but much less demanding than today's valuation

[pentangle] 06/11/2020 09:28:56

Yes, it’s a demanding rating. However, DOTD have always been on a demanding rating ever since they listed on AIM at about 8p nearly 10 years ago. I doubt they would ever have appealed to Value investors, but have never underdelivered and have produced astounding returns over that time.

[boadicea] 06/11/2020 09:04:39

tongosti - "Don’t like the price action..."

It's up about 70% over 12 months and stuffed with cash. I'll settle for that.
It may flatline for a while, that's what markets can do while waiting for news. It forms a firm base to advance from when events that have been happening in the bakground are revealed.

That said, I'll grant it's not cheap and that sets a high bar for future performance to justify the share price

Next scheduled news is a week on Tuesday (17th, preliminaries).

PS:
If you're looking for companies with similarly solid balance sheets (esp. good cash reserves) see ECK or D4T4. On an adjusted earnings basis ECK is also similarly expensive but D4T4 looks relatively cheap presumably because of its less dynamic past history. That gives it more elbow room for a rerating imho but DYOR.

PPS: For [elbow room] in the above para, read [headroom] - We don't want sideways movement.

[2vdm] 03/11/2020 07:43:48

This is a long term play. Have been in it for years and not selling now.Well run and with great products particularly Dotmailer.

[tongosti] 02/11/2020 12:33:01

Don't like the price action fellas. Bailed out at a minor 0.5% loss but happy not to give a suspicious tape the benefit of the doubt. Always happy to reinitiate once the tape starts behaving again. Good luck to all those who are in.

[tongosti] 30/10/2020 13:34:28

Good recovery on the day fellas. Let's hope we will touch 160 sooner rather than later.

[the analyst] 27/10/2020 15:50:03

Still holding, still my favourite of the listed companies that I'm invested in.

I love the honesty... the way they don't hype expectations. Even when the CEO changes, they maintain the same high standards.

Long may that continue.

[qvg] 21/10/2020 12:42:11

i am holding

[pentangle] 21/10/2020 11:20:02

Zeus19 - Its been very quiet on this board for quite a while. Meantime the share price has gone up about 50% in these Covid ridden times. I can only conclude that most people took the money and ran whilst the institutions have been accumulating.

[zeus19] 21/10/2020 09:24:17

So quiet in here today...

[tongosti] 20/10/2020 14:01:09

Almost +400% avg daily volumes with still a couple of hours to go. Bodes well and it stacks odds on the long side.

[energeticbacker] 20/10/2020 12:04:02

Covered in Investor's Champion's latets update. Worth emphasising that the latest update is only one quarter into the financial year with plenty of potential for further upgrades.

[tongosti] 20/10/2020 12:02:54

What most rookies do not understand is how the markets truly work. Markets do not move on avg joe's "value" attached to a company. Rather, they move on crowds' "perception of value". Apples and oranges.

[pentangle] 20/10/2020 12:01:31

....and I don’t see that the amount of cash it’s holding is of any relevance. A company like this should be shovelling spare cash back into the business to accelerate growth.

[pentangle] 20/10/2020 11:53:59

On justtrying’s logic its been overvalued since it first listed on AIM in 2011 at under 8p. It’s not put a foot wrong since then and is now a 20 bagger. The story is far from finished yet with steady growth in Europe but tons of potential in N America and the Far East.

[tongosti] 20/10/2020 11:24:25

Ah and in case you decide to come back - don't bother. Rookies are always filtered - only the initiated can ask for an engagement.

[tongosti] 20/10/2020 11:22:40

Between the action of the market and an anonymous foul mouthed tool I know which one to trust. This game is not for rookies - leave it to the grown ups Joe.

[justtrying1] 20/10/2020 10:45:24

27m in cash but mcap over 440mOvervalued

[justtrying1] 20/10/2020 10:44:40

Shut up u idiot

[tongosti] 20/10/2020 10:27:12

The rocket is well and truly into the stratosphere folks. Fasten your seatbelts and enjoy the trip.

[tongosti] 20/10/2020 09:23:16

+4% since my entry price. Next targets are 175 and with a bit of luck 200. Good luck all holders.

[tongosti] 20/10/2020 08:58:35

Initiated a position earlier folks. Let's see what this baby will be up to over the next few days and weeks.