Dotdigital Share Discussion Threads

[pentangle] 13/1/2020 17:54

I don’t think a brief précis breaches copyright.

[weatherman] 12/1/2020 20:33

Thanks - but I doubt Techinvest will be impressed with publishing their research on here.

[capitalist] 12/1/2020 17:35

I have removed the Techinvest information as I do not want to breach their copyright.

[pentangle] 10/1/2020 18:11

I am not generally a huge fan of Techinvest, but in fairness they did first bring my attention to DOTD in 2011 at a price then of 7.9p. They have continued to be positive about them ever since and, from memory, they have been one of their New Year Tips on several occasions. capitalist - would be grateful if you could post a summary as I do not currently subscribe.

[capitalist] 08/1/2020 17:31

2ydm, Techinvest is a monthly newsletter. They focus on technology stocks. Their site is here: I will need to type up their bit on DOTD as I don't have it with me.

[2vdm] 08/1/2020 09:11

Can't find the article you refer to. Do you have a link or is it a subscription site? Perhaps you can post relevant bit here?

[capitalist] 08/1/2020 08:36

It was in Techinvest in their latest newsletter, as one of their 10 new year tips.

[valhamos] 07/1/2020 14:20

Trading update expected within the next couple of weeks.

[2vdm] 07/1/2020 13:59

Tricky to call from here. The price has risen 10% since this time a month ago. Some selling today including 125000 shares so has the seller gone for good? No RNS. Thoughts appreciated

[capitalist] 13/12/2019 13:04

Not sure the seller has gone away. Almost 5 million shares transacted today.

[value viper] 03/12/2019 09:27

I agree re an RNSNonetheless seems seller cleared at this point hence price improvement

[nhb001] 22/11/2019 10:50

There has been a persistent large seller for a long time now which does not seem to be reflected in any RNS. Anyone have any insights? I wondered if it could be shares issued as a result of the Compaqi acquisition.

[value viper] 22/11/2019 09:00

1 million just sold at 84p

[gilesy] 21/11/2019 10:44

bought in today at 85p
good long term prospect in an expanding area of marketing

[2vdm] 21/11/2019 07:28

Probably just because results are out and so will be some time before we hear more. A top up signal for me but DYOR. The story becomes more compelling every year with some big names now using their software.

[value viper] 20/11/2019 11:42

Why are these shares falling and falling ? Does someone know something I don't .....It looks a very strong buy based on all recent available info yet significant sales still going thru ..,,,,,Perplexed.

[2vdm] 20/11/2019 07:52

Results are on the web site, but here is a copy of the Chairman's stmnt:

This has been another year of strong financial performance
and operational success. It has been built on the foundation of
the businesses’ three core pillars of growth, product innovation,
geographic expansion and strategic partnerships.
This year we have seen revenues grow from £43.1m in 2018 to
£51.3m. Adjusted operating profit also increased in the period
from £9.4m in 2018 to £11.8m from continuing operations in
2019. Combined with a heathy balance sheet, our cash reserves
now stand at £19.3m, up from £15.0m in 2018 and there is no
significant debt in the business.
The business continues to deliver double digit organic growth
in all regions. With average revenue per user (ARPU by customer)
continuing to rise, as do overall numbers. Further traction has
been made in our international efforts with sales growing by
83% in APAC and 27% in the US.
To support the international growth, the operational board
has been restructured to allow for additional appointments of
General Managers in both the EMEA and US regions to augment
the General Manager already in place within the APAC region.
Equally, additional support has been brought into the operational
board in areas such as marketing, product, and IT systems.
This coincides with additional hires and office openings in
areas such as Los Angeles and Singapore, with the Netherlands
opening soon.
This year saw a significant shift in how the business marketed
itself following a major rebrand of the business from dotmailer
to dotdigital. As a continuation, the platform is now known as
‘Engagement Cloud’ following the successful integration of the
technology that enables the platform to send messages on
other channels beyond email, which was acquired as part of the
Comapi deal completed in late 2017.
Having the word ‘mail’ in the name of the business simply
did not reflect the product innovation and all its capabilities.
The rebranding process was rolled out seamlessly. Whilst it
was not a substantial change, it has achieved its goal.
Marketers and partners alike were keen to understand the
reason for the change and went away with a full understanding
of the platform becoming a truly cross-channel marketing
automation platform.
Chairman’s report
Not only has the platform transformed into a cross-channel
marketing automation platform, innovations have also been
made to further enhance the Artificial Intelligence and Machine
Learning capabilities. This was demonstrated with the recent
launch of commerce intelligence tools, which allows our
customers to more accurately predict, select and market to
the right channels. This in turn has resulted in helping to drive
revenues for their own customer base. Consequently, we
have seen a continued increase in revenues from additional
functionality and messaging capabilities, especially when
factoring in the ‘mobile first’ demand we see in Asian markets.
This year has also seen the continued deepening relationships
with our core strategic partners. Post the acquisition of Magento
Commerce by Adobe, we have seen revenues increase through
this channel. This is primarily as a result of our Core Bundled
Extension which sees dotdigital’s Engagement Cloud embedded
into the Magento 2 core code, which can be enabled by the
flick of a switch. Combined with this we have also been seeing
additional traction in the e-commerce space through our
strategic partnerships with other e-commerce platforms. As we
progress into next year additional resources have already been
recruited to grow our CRM strategic partnerships, particularly in
the Microsoft Dynamics space.
I am delighted to say that our global user conference the
‘dotdigital Summit’ continues to blossom with attendance up
15% this year. The event has now moved from one-day to a twoday conference to facilitate a partner day dedicated to numerous
agencies and system integrators that we partner with around
the globe. This goes hand in hand with the significant increase
in localised educational events staged for our customers,
prospects and partners in all regions of the world. The marketing
team has already begun actioning this year’s marketing plan
which includes a significant increase in investment for our
overseas operations.
The Board proposes a dividend of 0.67p per share, an increase
from last year when the dividend was 0.64p per share.

[pentangle] 16/10/2019 11:58

For a nice overview this is the company’s analyst presentation on the results.
hxxps://www.dotdigitalgroup.com/wp-content/uploads/2019/10/FY1819-dotdgitial-Results-Presentation-Final-14th-October-2019.pdf

The figure that caught my eye was the £42 return per pound spent on email marketing. It’s a fairly persuasive sell for DOTD’s marketing dept. I remain invested from 2011.

[johnwise] 16/10/2019 07:15

dotDigital Group plc Final Dividend Timetable

16/10/2019 7:00am

RNS Number : 9959P

[kreature] 15/10/2019 16:04

On Share Prophets today:

[mfhmfh] 15/10/2019 12:27

this from finnCap today:

'... strong visibility supported by a hearty balance sheet including £19.3m net cash, giving DOTD strategic opportunities to add to its existing operational strength. There are few companies we can point to which consistently deliver 15% organic growth, PBT margins over 25%, and reliable cash conversion (>80% op cash/EBITDA). Target 135p reiterated.'

'...with £19m cash on the balance sheet offering strategic options to accelerate growth.'

[mfhmfh] 15/10/2019 12:14

Buy rating reiterated in today's IC.

[nhb001] 15/10/2019 11:46

Great results. Business as usual.

[boadicea] 15/10/2019 11:20

Very happy with these results. The board appears to have made good strategic decisions and positioned the company well for further expansion. Brokers' price targets are mostly over-egged (either optimistic or pessimistic) and I doubt we will see 135p for a while given current market conditions, but a breach of the century followed by a new all-time high is quite probable.