Dotdigital Share Discussion Threads

[energeticbacker] 15/3/2021 09:55:10

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.

[qvg] 11/3/2021 12:24:26

all that money they raised for their VCT?

[2vdm] 09/3/2021 08:11:41

RNS yesterday pm. Octopus Nominees have increased it's holding by 1% approx to 8.14%

[rustle2] 04/3/2021 15:48:33

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?

[2vdm] 04/3/2021 15:13:11

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.

[togglebrush] 04/3/2021 08:38:40

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

[energeticbacker] 26/2/2021 10:27:28

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.

[tomps2] 25/2/2021 08:34:51

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:

[apad] 25/2/2021 08:29:20

Again on a quick read through I noticed
Cost of sales (5,001) cf (1,401)
but couldn't see an explanation.
apad

[togglebrush] 25/2/2021 07:14:04

Interims out and looking good on first reading but NO interim dividend

[2vdm] 22/1/2021 07:47:23

Have been a LTH and am very happy with the progress here. Well done to the BOD.

[boadicea] 21/1/2021 07:50:47

Quite detailed update this morning and all looks good.

[shammytime] 30/12/2020 21:38:11

Looks promising for an imminent rise to 180

[shammytime] 24/12/2020 16:59:34

I must disagree. Look at AWS, Azure. SaaS is huge and is where the large firms are going. This has legs, I expect 100% rise within 12 months

[pentangle] 24/12/2020 15:53:01

zeus19 - it’s always looked overvalued ever since it floated on AIM 10 years ago. Meanwhile it’s 20 bagged.

[zeus19] 24/12/2020 10:52:15

That would give it a market cap of just under £600m. Overvalued imo

[shammytime] 24/12/2020 10:10:23

This looking very good for a run up to 200p

[2vdm] 18/12/2020 07:27:45

Maybe the podcast made a few more people realise what a great company this is?

[boadicea] 17/12/2020 17:38:25

That was a bit of an unexpected surge to finish the day. Leaking news?

[tomps2] 24/11/2020 12:45:04

DOTD FY20 results presentation given to analysts 17.11.20 by Milan Patal, CEO & Paraag Amin, CFO. More colour on the results, the market, the strategy and how they see the opportunities ahead.

Video:

Podcast:

[lomax99] 18/11/2020 08:23:53

IC comment:

dotDigital raises guidance despite lockdown

otDigital (DOTD) has increased revenue guidance through FY2021, adding ballast to an earlier October update that revealed top-line growth was in advance of consensus expectations.

It is doubtful if any business could claim to be iron-clad in the face of the pandemic, but it appears as if the software-as-a-service (SaaS) specialist has a degree of immunity due to the accelerated shift towards e-commerce. Management pointed to the diversity of the group’s customer base, coupled with “strong contracted recurring nature of [the] business model”. Indeed, recurring revenue as a percentage of total revenue increased by 200 basis points to 91 per cent.

Clients purchase a pre-paid contract for a set period that gives them access to the platform, enabling integration of any existing e-commerce and/or customer relation technologies. The overall aim is to improve marketing efficiencies, customer retention and up-selling opportunities. The technology may well be finding favour, at least judging by a 12 per cent increase in average revenue per customer in the year to 30 June. The increase was partly down to improvements in both platform messaging and functionality, but the group’s services are also increasingly being accessed by larger clients.

All appears in good trim. Cash profits are up by a quarter, with improved cash generation at the operating level and receivables falling as a percentage of revenue. The shares are priced for growth at 40 times forward consensus, but the unfolding narrative suggests the rating is justified. Buy.

Last IC view: Buy, 95p, 15 Apr 2020

[energeticbacker] 17/11/2020 16:51:34

Fabulous results covered by Investor's Champion in the latest update - quality is worth the premium - appreciate the increase in dividend but shareholders would surely be better off keeping their money in the company where it can generate a much higher return!

[the analyst] 17/11/2020 13:01:43

Superb results. They get the balance just right between making profit (actual cash in bank) and putting money into R&D, to improve the offering. The dividend is reassuring, too.

I can only see them going from strength to strength in the US, based on the traction they are getting and comparing to the growth in UK over the last 10 years. Plenty of years of growth ahead, imo.

Agree that the price might well flatline fro a while - it is possible. But over the next 5 years, I'm optimistic and would rather be in than out.

[boadicea] 17/11/2020 11:39:15

Excellent results justify the high rating of DOTD. Coupled with a very strong balance sheet, predictability of revenue and encouraging forward guidance, it has managed to avoid a results day sell-off so often seen of late.

Given the good share price performance over the past year (up ~66%) it may flat-line for a while but there is plenty of scope for further developments emanating from its cash pile.

[johnwise] 17/11/2020 08:00:55

dotDigital Group plc Final Results

Strong cash balance at 30 June 2020 of GBP25.4m (2019: GBP19.3m)