Dotdigital Share Discussion Threads

[dr biotech] 05/7/2023 16:43:54

Pretty dismal performance here over the last month or so - with a large cash pile they may benefit from higher interest rates. Guess the general downturn is causing concerns.

[boadicea] 02/6/2023 17:30:44

Unexpected rise this afternoon. News Monday?

[2vdm] 22/3/2023 07:52:09

kalai1. What's your opinion of wealthoracle? Are you a subscriber? TIA

[kalai1] 07/3/2023 14:35:08

Dotdigital Group Plc posted Interims for the 6 months ended 31st December this morning. Group revenue increased 9% to £33.8m, recurring revenue as a percentage of total revenue increased to 95%. Adjusted EBITDA was down a little to £11.1m, with operating profit down to £7.5m, but both were in line with expectations and reflect planned investment in the team. Valuation is a little unhelpful with forward PE ratio at 23x, share price also lacks some positive momentum. The Group is profitable and delivering top-line growth and is certainly worth monitoring for the time being, but there is no obvious rush to buy...

...from WealthOracle

[brucie5] 07/3/2023 10:15:45

Beautiful interims with cash at almost 50m, given which, it's a shame there's no interim dividend?


Financial Highlights


-- Group revenue increased 9% to GBP33.8m (H1 2022: GBP30.9m)
-- Recurring revenue as a percentage of total revenue increased
to 95% (H1 2022: 94%). Contracted recurring represents
79% of total revenue
-- ARPC(1) up by 11% to GBP1,573 per month (H1 2022: GBP1,422
per month)
-- Adjusted EBITDA(2) of GBP11.1m (H1 2022: GBP12.2m) and
adjusted operating profit(3) of GBP7.5m (H1 2022: GBP8.9m),
in line with expectations and reflecting planned investment
in the team
-- Strengthening cash position with net cash balance of GBP49.6m
on 31 December 2022 (H1 2022: GBP40.0m)

Operational Highlights


-- International revenue of GBP11.5m (H1 2022: GBP9.7m),
representing 34% to total revenue (H1 2022: 31%)
-- R&D continues to unlock incremental growth opportunities,
with recurring revenues from enhanced product functionality
increasing 13% to GBP12.2m (H1 2022: GBP10.8m)
-- Ongoing product innovation to enhance the Group's Customer
Experience & Data Platform (CXDP), with a focus on predictive
analytics and real time automation functionality
-- Email marketing remains core alongside omnichannel uptake,
with email volume growth of 13% and SMS volume growth
of 18% in the period
-- Strengthening of strategic partnerships in both ecommerce
and CRM, with sales through connectors increasing by 17%
to GBP16.3m (H1 2022: GBP13.9m)
-- Ongoing planned investment in personnel and business infrastructure
to support continued growth
-- Growing new business pipeline, including higher value
deals, with trading at the start of H2 tracking in line
with expectations

[johnwise] 07/3/2023 10:03:55

Today's disappointing results.. Not holding

Bought 98pence 21/1/2020 Sold £1.68 on trading update 27/1/22..
3/3/22 poor results down 81 pence on the day to 67pence.

[se81] 07/3/2023 07:42:18

On the back of those results and the talk of a stronger pipeline in H2 alongside the acceleration in organic growth from PY, I'd hope the current consensus are a minimum for the full year outcome

[metis20] 06/3/2023 19:49:21

14 February 2023

Dotdigital Group plc

("Dotdigital" or the "Group")

Notice of Results and Investor Presentation

Dotdigital Group plc (AIM: DOTD), the leading 'SaaS' provider of an omnichannel marketing automation and customer engagement platform, will announce its interim results for the six months ended 31 December 2022 on Tuesday, 7 March 2023.

[aishah] 06/3/2023 19:47:07

150p target for me. Dyor

[samewe] 06/3/2023 19:41:27

Thursday 10 am

[weaverbeever] 06/3/2023 19:32:55

Results tomorrow I think

[se81] 03/3/2023 17:46:15

Couple of big trades printed today- largest vol since jun 22

With any luck an overhang cleared in advance of the results

[john09] 15/2/2023 17:45:25

Nice chart this

[brucie5] 15/2/2023 16:51:18

Added this morning at just below £1. Now a full position.

[boadicea] 15/2/2023 15:07:25

100p - Is it support now or resistance?... or just an anchor!

[2vdm] 14/2/2023 07:49:40

I've been here for a long time. It's a well run company imo. Trading update on 7th March and an investor presentation too. Looking fwd to it.

[simmsc] 10/2/2023 17:47:05

I bought my first 25% here because didn't want to miss out again (missed the first leg up from the 90 level). Mkt looks nervous (so could dip lower short term), but once market stabilises this is heading further up.

[dr biotech] 08/2/2023 17:18:30

In at 102 with an average size position. Hopeful for steady progress over the next couple of years.

Or a huge bid.

[brucie5] 07/2/2023 07:39:36

Well that was the drop I was waiting for and have now bought in modestly at 1.03. Will watch and hold with interest, and as one of a pair with GAMA, which seems to share similar characteristics.

[colinroberts] 06/2/2023 20:53:23

I tend to agree - It'll be interesting to see...

[boadicea] 06/2/2023 19:45:27

There are probably watchers waiting for a predictable pull back towards 100p or as nearly as possible. They will likely jump in as soon as it starts to turn back up.
May possibly form a pennant tapering to ~106p over a week or two before progressing to 120p ... and beyond?

[yump] 06/2/2023 16:36:58

Wait for it...

[yump] 05/2/2023 09:40:21

If you believe in charts, it will pull back to 100p teporarily and 150p is an obvious target, so plenty left. Breaking out of ranges is supposeded to be quite a significant event. More importantly I think, the overall market mood appears to have got over the intense gloom, so that supports the chart in the real world as do the reduced prospects of a long recession.

[dr biotech] 05/2/2023 08:14:26

Me too. I took an interest after it was tipped but have just watched it, I was planning to get in this week when I received a slug of cash from one of my companies being taken over (rps) but looks like the boat has left.