Dotdigital Share Discussion Threads

[2vdm] 23/3/2020 17:22

Wish I had more free cash to buy more here!

[nhb001] 12/3/2020 12:20

Some serious trading of DOTD shares happening today.

[2vdm] 02/3/2020 15:51

Agree nhb001, which is possibly why is is climbing back again today.

[nhb001] 02/3/2020 13:34

Also SaaS so revenues should be sticky & secure and customer fees are low enough (£500-£1000 pm) for churn to be low. Personally, I would have thought this would be one of the safer investments. If there is such a thing.

[2vdm] 02/3/2020 12:45

On what do you base that? Majority of sales are EU (inc UK)and N America, not Asia and it's a software company.

[abarclay] 28/2/2020 08:13

Too much exposure to Asia and virus

[2vdm] 25/2/2020 09:33

Excellent set of results. Good partnerships and repeat business. Cash generative and debt free. Good to see that 34% of their business is overseas and expanding. Congratulations to the BOD.

[tomps2] 25/2/2020 07:08

DOTD H1 results overview - video

[thamestrader] 19/2/2020 15:36

tipped on share.com today

[capt bligh] 21/1/2020 15:52

In again here. Good luck all

[the analyst] 21/1/2020 14:18

"It does look like nearly all revenue growth is from higher ARPU, rather than from winning new clients."

True

Presumably that is the case for just the EMEA region, rather than the faster growing US and APAC regions. In which case, they may actually have been losing customers in the EMEA region?

I would expect / hope that was due to GDPR and that going forward, the EMEA division can focus on growth in new clients again, rather than helping existing clients through GDPR.

Would be good to get a clearer picture of exactly how much the European data protection laws clogged up, or drained the company's time and resources over the last year and how that affected the growth in new clients in Europe.

If that is all done and dusted now, maybe we can expect the EMEA client win rate to start growing strongly again this year? Would be good to see.

[jane deer] 21/1/2020 14:01

Very solid numbers from DOTD and good to see good cash generation. It does look like nearly all revenue growth is from higher ARPU, rather than from winning new clients.

[nobilis] 21/1/2020 12:55

PHD on fire

[nhb001] 21/1/2020 11:08

The CEO is sounding as bullish as he has ever done. The latent market for new customers seems huge.

[the analyst] 21/1/2020 07:15

Good trading update on first impressions - good progress in the US and APAC and making real cash.

Also, it's looking like the GDPR problems are behind them now. Without the adverse effects of that dragging them back, I think they can increase those growth rates even more over the coming years.

Really good company, really good progress, imo. Looking forward to the results to get a more in-depth picture

[nhb001] 17/1/2020 08:20

Anyone know anything about Mike O'Leary?

[togglebrush] 16/1/2020 15:19

FWIW -----------One consensus estimate
30 Jun 2020 … EPS 4.00p … net £12.27m
30 Jun 2021 … EPS 4.38p … net £13.47m

[pentangle] 16/1/2020 15:06

Has anyone got the latest eps forecast for 19/20 and 20/21? I am guessing the current year will be 4.4-4.7p and next year 4.9-5.3p.