Dotdigital Share Discussion Threads

[epo4eva] 22/11/2021 07:29:40

Excellent growth. A record amount of cash in the bank. Recurring revenues. Very happy.

[apad] 20/11/2021 14:09:52

I think the DOTD presentation is smoke and mirrors.
They talk about new accounting classifications - Cost of Sales including Tech Costs that used to be in Admin and a couple of other reclassifications.
BUT. Cost of Sales is up 166% and Admin up 12%.
They talk about SMS messaging having a lower margin than email, but the SMS is on top of the email.
They blither on about closing down a subsidiary but its activities are covered by their main platform.
Also talk of historic lumpiness.
I suspect they are losing pricing power to competition.
Their revenue growth is 23% which is above their target of 15% per annum but adjusted EBITDA and Operating Profit is in low single figures.
apad

[2vdm] 19/11/2021 16:03:34

An excellent presentation this morning as usual by Patel and Amin the CFO on Investor Meet Company. I can't see it has been posted on DOTD's web site yet, but there is a phone version available on Tel: [phone]
ID: 719191# Passcode: 4498# Very focused on their mission.

Simply Wall St have a tgt of £2.62

hxxps://simplywall.st/stocks/gb/software/aim-dotd/dotdigital-group-shares#share-price-and-news%3Futm_source%3Dbraze%26utm_medium%3Demail%26utm_campaign%3DCritical%20Updates%3A%20Emails%26utm_content%3DVariant%201

[tole] 17/11/2021 17:10:40

https://www.fool.co.uk/2021/11/17/is-this-the-best-tech-stock-to-buy-for-explosive-returns-in-2022-and-beyond/

[nhb001] 17/11/2021 16:01:40

I've held these from 34p in 2015. These episodes are not unknown. In retrospect they always turn out to be huge buying opportunities. If these go sub £1 as has been suggested I'll be remortgaging my home to top up.

[2vdm] 17/11/2021 15:39:36

Nothing imo. Just oversold on the results. This is a well-managed company in the right space, no borrowings and a £40m cash balance (Simply Wall Street analysis). I've just bought another £3ks worth. Good luck to other LTHs

[hopefuldave] 16/11/2021 17:14:58

Oh my god, what have they done to deserve such a drop??

[shouldhavesold] 16/11/2021 16:02:39

3.5p earnings, come on! You can do the maths
This is going sub £1

[boadicea] 16/11/2021 11:00:50

I sold enough (too early!) in May to recover my initial outlay but could not understand the subsequent climb to ~290p at end of August which seemed clearly over-rated (e.g: price/revenue rating of ~20 historic or ~15 on forecast) and required a magical performance to justify it - 'shouldhavesold'- yes!.
In the event, the results are on forecast and very good but were bound to disappoint exaggerated expectations.

There is nothing wrong with the company and I will retain my reduced holding. It looks adequately valued to me in the low 200's and on the basis that the market likely over-corrects, techtrader's target could be right, giving me a chance to top up again.

Meanwhile there are other companies with similar opportunities on much lower ratings, because of past difficulties or a short track record, that offer the possibilty of a sharp uprating with less downside risk.

[techtrader5] 16/11/2021 08:57:27

Cracking H&S pattern, target price 170

[tomps2] 16/11/2021 08:03:11

dotdigital Group (DOTD) full year 2021 results interview

DOTD CEO, Milan Patel and CFO Paraag Amin give an overview of results for the full year ended 30th June 2021.

Watch the video here:

Or listen to the podcast here:

[shouldhavesold] 16/11/2021 07:44:58

Liontrust knew these results weren’t going to be that great
Wow, So overvalued this now

[boadicea] 26/10/2021 19:34:16

So LionTrust have sold a chunk, some of it as financial instruments - "security lending", but the total was only about 6.7% of their very large holding (or 1.12% of the company.) The market seems to have absorbed it without difficulty. Possibly only part of a rebalancing exercise.

[2vdm] 07/10/2021 10:03:25

RNS 7 Oct - dotdigital Group plc (AIM: DOTD), the leading 'SaaS' provider of an omnichannel marketing automation and customer engagement platform, will announce its final results for the year ended 30 June 2021 on Tuesday 16 November 2021.

Milan Patel, Chief Executive Officer, and Paraag Amin, Chief Financial Officer, will also provide a live presentation relating to the final results via the Investor Meet Company platform on Friday 19 November at 10:00 GMT.

The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 9am the day before the meeting or at any time during the live presentation.

[swiss paul] 01/10/2021 16:25:54

Still heading south - noty looking good - is there something going on in the back ground

[jsforum] 28/9/2021 14:58:29

Sales area spit in the bucket compared to where they could be and there is plenty of cash. Hope to see another acquisition soon

[boadicea] 23/9/2021 10:12:39

Some bounce back in evidence. A share on this rating does lead to nervousness in case its growth falters. Fortunately no evidence of that to date.

[7routfish] 22/9/2021 15:13:00

Happens from time to time with this oneUsually bounces back without dramaBeen in a few years happy to stay a few more

[hopefuldave] 22/9/2021 13:21:09

Strange how big the drop is today, everything else is good. Why so many sellers??

[lomax99] 15/9/2021 12:37:31

Also encouraging to see them partner up as part of Microsoft's Great Plains enterprise solution offer.

[pentangle] 15/9/2021 11:24:43

Hi boadicea, agree completely. An adverse glitch is certainly possible. However, on the other hand I have held these since 2011 and they have never put a foot wrong. The wide spread of customers and the fact that no individual customer is material plus the geographic spread mitigate against risk. Also Global Marketing Automation spend is forecast to grow from a current 3.8bn to 25.1 bn by 2027. However, at the current high rating there clearly is some risk.

[boadicea] 14/9/2021 20:15:28

Pentangle - Basically I agree (and hold) but it is the highest rated established stock that I hold on a Price/Revenue basis which makes me slightly nervous of what might happen on just a minor glitch in performance.

[pentangle] 14/9/2021 19:27:08

Just look at the long term chart on this little beauty - 10 years is a good view. The move off the recent high hardly shows as a blip. This is one to buy and hold long term for reliable year on year growth.

[swiss paul] 13/9/2021 13:16:07

Juts waiting on the RNS to see whose offloading - anyone got level 2?

[hopefuldave] 13/9/2021 12:26:29

Somebody must know something, what a shock!help!!!