Dotdigital Share Discussion Threads

[p1nkfish] 07/7/2019 19:57

Thank you. I'm interested in idox so trying to join the dots. Pun intended.

[jane deer] 07/7/2019 17:50

Pinkfish. I do not know the reason, which has not been disclosed. But trying to join the dots..... On 3 April RKC resigned from board of DOTD, citing “private matters” in his other directorship. On same day, he also resigned as a NED of IDOX. On 29 March, IDOX had announced that it had to amend (slightly) its balance sheet numbers due to irregularities in customer contracts done in 2016 and that it had suspended some employees related to the matter. RKC was CEO of IDOX in 2016, stepping down and becoming a non-exec on 9 Nov 2016.

[p1nkfish] 06/7/2019 23:45

Anyone have a handle on the reason for Richard Kellet-Clarke jumping April 2019 after becoming Cairman April 209?

"has offered his resignation to the board, which has been accepted, due to private matters in his other directorship."

[jombaston] 14/6/2019 18:35

Getting on the Magento platform a while back was a major coup. Sales of dotmailer from e-commerce partners such as Magento having been growing very rapidly (43% growth rate in H1 across partners).

As referred to above, Magento (which was bought by Adobe) has now been integrated into the recently launched Adobe Commerce Cloud, which brings Magento and therefore dotmailer to a wider audience.

So the future looks bright and don't worry about an RNS - isn't it better to keep holding a profitable and cash-generative company that can continue to grow at 20-30% pa?

[bladerunna62] 14/6/2019 16:56

Having held the shares for a mere year and a half or so, I always believed something eventful might happen. So I am waiting diligently. I am looking out for that RNS.

[bladerunna62] 14/6/2019 15:10

Why are we in play???

[nhb001] 14/6/2019 13:35

475,000 bought at £1.11+

[rosco40] 13/6/2019 21:24

Something potentially highly significant just happened for DOTD's future profitability, which may also result in a buyout by Adobe in the not-to-distant future (in my opinion). You won't know about it unless you use AEM Cloud, Adobe's platform for hosting its flagship corporate product, AEM (an enterprise-level CMS used by all the biggest corporates on the planet you can think of).

So what just happened? Magento was added to the list of additional features Adobe suggests when you log into AEM Cloud. What's this got to do with DOTD? DOTD'S products are included in the core Magento codebase, so when these large corporate customers start using Magento, they will also get the chance to use dotdigital's products, giving DOTD global exposure and an additional revenue stream which they've never had before.

Why would Adobe buy DOTD? Because it makes complete sense to own the whole Magento product suite, so you can control the product. Also, Adobe has a history of buying small software outfits and then scaling them up. AEM itself was originally developed a by a Swiss software company called Day Software back and bought by Adobe in 2010.

To my mind, it's just a question of time before we get the rns. By the way, I'm no ramper. I've been here for 6 years plus, when this board was as dead as a dodo and the interest in DOTD was virtually zero, but I know a good product when I see one.

[nhb001] 13/6/2019 12:57

105,000 bought at £1.11.

[zeus19] 12/6/2019 14:57

All time high today!! :D

[peterc1970] 11/6/2019 15:57

18 months of sideways...phew

Trading update for the FY to 30th June due min 4-5 weeks, looking at last year.

[zeus19] 11/6/2019 14:46

Looks like it's about to breakout... FINALLY!

[shoee62] 26/4/2019 11:42

Sellers at 100/102 area again? The 5th attempt in 2 years

[mfhmfh] 21/3/2019 14:18

solid buys coming in...100p being paid.

[2vdm] 21/3/2019 12:15

Yes, and the rest of the mkt is down a bit, so bodes well.

[mfhmfh] 21/3/2019 09:57

nice rise...100p next stop hopefully.

Peel Hunt and Finncap both have a 135p target price.

[mfhmfh] 19/2/2019 18:06

from today's IC:

'Dotdigital has no debt, and net cash increased by a mountainous 59 per cent...'

[mfhmfh] 19/2/2019 17:48

sp held ground into the bell.

[boadicea] 19/2/2019 16:31

If one includes the trades on NEX and assumes that mid-price trades are buys, the market is very nearly balanced. So little sign of profit taking thanks probably to the absence of a run up into results. Maybe it's substantially under the radar and the market is nervously quiet all round atm. I would prefer it to be steady around this level until the road ahead clears somewhat, rather than to spike and retrace.
However, the company looks relatively immune to Brexit shocks to me, with business concentrated pretty much in the English speaking world. (I include the US and Oz in that description as well as Glasgow!) Possibly one to watch for an irrational market setback around 29th March.

[2vdm] 19/2/2019 14:49

There will have been some profit taking today. I view this as a LTH and look forward to further news this year.

[mfhmfh] 19/2/2019 11:50

buy rating reiterated in today's IC

[nhb001] 19/2/2019 10:49

I think you may have jinxed it. :-))

[mfhmfh] 19/2/2019 09:56

100p next stop?