Dotdigital Share Discussion Threads

[stock surfer] 04/6/2018 19:51

Picking a few more of these up at this price!

[valhamos] 29/5/2018 21:11

21% as per the last annual results presentation on the website.

[barvin] 29/5/2018 11:06

Does anyone know what % of turnover the Magneto offering contributes to DOTD figures?

[stock surfer] 28/5/2018 18:11

I cannot agree anymore Bprofit. I think people must also remember that although the average person currently has opted in to 10% (A source I cannot remember where from) of all the email lists, eventually over the next months this will rise. I can see e-commerce companies at the end of an order prompting/reminding the consumer to opt in. I really don't see the issue on the long term and I think the current fall in share price is unjustifiable so I do suspect a rise.

[bprofit] 25/5/2018 16:40

There has been some comments recently about potential impact of GDPR and suggestion it could lead to a reduced volume of emails being sent.What this analysis lacks is an understanding of the business... the DOTD pricing model is not purely volume based: https://www.dotmailer.com/pricing/In fact most clients have all the emails they will ever need included in standard packages and if they do need more it is a bulk add on and so volume changes would have no direct impact on revenue.As some competitors do have pure volume based pricing strategies they could be impacted, which would good news for DOTD... This said I still don't believe volumes will change much if at all...However compliance with GDPR is another matter and this is an opportunity for DOTD.. They have a range of tools to make compliance easy, not all competitors do and this will help them to win customers from competitors with less sophisticated offerings.. On a sperate matter, I see signals the US market is doing well... at these prices I see a great buying opportunity at the moment :)

[2vdm] 25/5/2018 16:13

Agree Rosco 40. Looks oversold to me now. Probably a bit of uncertainty over GDRR. Soon looking for a top up.

[rosco40] 24/5/2018 16:05

I think Adobe's purchase of Magento earlier this week for $1.68 billion will have a big effect on dotdigital's future. Why? Because the Dotmailer software is now built into the core Magento codebase. It's not an optional plugin, it is part of Magento.

If Adobe want to push Magento to their corporate customers or cross-sell their own products to Magento customers, it makes sense for them to buy dotdigital. This would give them full control over the entire codebase and product suite going forward. Adobe have their own email platform called Campaign, but it's nothing special. Either way, I wouldn't be surprised to hear some kind of announcement regarding Adobe's involvement with dotdigital. These are just my personal opinions.

[valhamos] 24/5/2018 09:17

Glaws2 I hope you are right. I like to be in a share for the long term so I welcome any adverse market sentiment as it provides a nice buy the dip opportunity.

[glaws2] 24/5/2018 08:44

Valhamous - you are probably right but right now market sentiment is ignoring this - it would surprise me to see this fall further before logic/results take over.

[valhamos] 24/5/2018 08:37

From the interims at the end of February:

"Furthermore, the improved data-sets resulting from the implementation efforts will likely lead to better data-driven insights for customers, improving ROI for them and growing revenue for dotdigital."

In other words GDPR is not the end of email marketing that some make out; in fact the most likely the opposite.

[gerdmuller] 23/5/2018 22:40

Maybe you have more substance to add as the board only say they will monitor the situation.
But if the new regs are about stopping information collection without consent and then bombarding with unwanted emails then this could impact very negatively. Look forward to your clarification.

[nhb001] 23/5/2018 15:23

ROI for DOTD is not measured in email volumes.

There is so much ill informed guidance being given around GDPR. If DOTD successfully guide their customers through it then as stated this could be an opportunity for them.

[priteshpatel9] 23/5/2018 15:04

Most email marketing databases will have shrunk which means less volume of emails being sent = pricing impact for DOTD. I read recently that opt-in rates have been around 10%. My clients (mix of B2B) have been around 5%.How many have you all received and opted in for over the last 4 weeks?Me: Received 100's. Opted into 6?

[2vdm] 23/5/2018 14:46

nhb001 and zeus19, I agree and DOTD already stated in their Feb 19 interims " Launched additional features to support customer GDPR compliance" They are ahead of the curve and will hopefully be making money out of it.

[zeus19] 23/5/2018 14:40

However, Dotmailer client service director and non-executive director at the Digital Marketing Association, Skip Fidura, believes that GDPR actually offers an opportunity for marketers to use GDPR to their advantage.We spoke to him to find out some of his top tips for email marketers who want to survive GDPR.http://www.itpro.co.uk/general-data-protection-regulation-gdpr/30967/nine-top-gdpr-tips-for-email-marketing-strategies

[nhb001] 23/5/2018 14:10

I think GDPR is going to be Y2K mach II. That is, a whole lot of fuss about nothing. There is obviously some nervousness out there about it though.

[barvin] 11/5/2018 16:05

Surprised this is holding up so well with GDPR round the corner. I think their mail volumes will be hit. We will see.

[boadicea] 04/5/2018 16:35

Relatvely high activity level today, about two thirds of it at mid-price and we are up 4%. A little more than random noise, I think, so who knows what?

[nhb001] 27/4/2018 14:36

This thread covers GDPR for DOTD further up.

[tightfist] 27/4/2018 09:42

Anyone any comments on GDPR vulnerability? At Mello 2018 conference yesterday a well known market commentator said he had sold his long position...... He cited GDPR risk to email traffic; just a hunch on his part, I think.

[boadicea] 27/3/2018 08:37

SP seems to be regaining traction. Not sure why it lost it but profits sometimes need protecting. Time to get back in perhaps.

[turbocharge] 16/3/2018 14:32

10:37:56 77.50 1,500,000 O 74.00/78.00 Buy
10:37:42 77.50 1,500,000 O 74.00/78.00 Buy

[dannyt90] 15/3/2018 13:25

Sold half today. This is falling too much for my liking.I'm not one to panic but there seems to be no breathing space in this drop!

[dannyt90] 11/3/2018 19:23

https://simplywall.st/stocks/gb/software/aim-dotd/dotdigital-group-shares/news/what-are-analysts-saying-about-dotdigital-group-plcs-londotd-profit-margin/A promising read.

[tightfist] 09/3/2018 15:59

Hi Danny,I see that there was a High Close on 30th May 2017 at 76.5p. If you are a believer in TA then maybe we will now see a Resistance becomes Support level? I wonder how trading is going to go in the next few sessions.Cheers, tightfist (holder - returned too soon!)