Dotdigital Share Discussion Threads

[jsforum] 28/9/2021 14:58

Sales area spit in the bucket compared to where they could be and there is plenty of cash. Hope to see another acquisition soon

[boadicea] 23/9/2021 10:12

Some bounce back in evidence. A share on this rating does lead to nervousness in case its growth falters. Fortunately no evidence of that to date.

[7routfish] 22/9/2021 15:13

Happens from time to time with this oneUsually bounces back without dramaBeen in a few years happy to stay a few more

[hopefuldave] 22/9/2021 13:21

Strange how big the drop is today, everything else is good. Why so many sellers??

[lomax99] 15/9/2021 12:37

Also encouraging to see them partner up as part of Microsoft's Great Plains enterprise solution offer.

[pentangle] 15/9/2021 11:24

Hi boadicea, agree completely. An adverse glitch is certainly possible. However, on the other hand I have held these since 2011 and they have never put a foot wrong. The wide spread of customers and the fact that no individual customer is material plus the geographic spread mitigate against risk. Also Global Marketing Automation spend is forecast to grow from a current 3.8bn to 25.1 bn by 2027. However, at the current high rating there clearly is some risk.

[boadicea] 14/9/2021 20:15

Pentangle - Basically I agree (and hold) but it is the highest rated established stock that I hold on a Price/Revenue basis which makes me slightly nervous of what might happen on just a minor glitch in performance.

[pentangle] 14/9/2021 19:27

Just look at the long term chart on this little beauty - 10 years is a good view. The move off the recent high hardly shows as a blip. This is one to buy and hold long term for reliable year on year growth.

[swiss paul] 13/9/2021 13:16

Juts waiting on the RNS to see whose offloading - anyone got level 2?

[hopefuldave] 13/9/2021 12:26

Somebody must know something, what a shock!help!!!

[swiss paul] 13/9/2021 11:33

Anything up - seems ot be on a downwrad trend

[colinroberts] 05/8/2021 10:07

Thanks boadicea, only just got round to reading that and still picking my way through it. Very detailed, and convincing, all good stuff. And we're currently back to setting new highs by the day it seems. Cheers.

[boadicea] 26/7/2021 23:42

I was alerted to this link by Simon Gordon on the CNIC thread. Berenberg suggests that DOTD has further to go. Scroll to page 51 for DOTD -

[lomax99] 26/7/2021 16:05

Berenberg DOTD note:Https://melloevents.com/wp-content/uploads/2021/07/CentralNic-Berenberg-Initiation.pdf

[2vdm] 22/7/2021 08:37

Excellent trading update:
Revenue from operations grew by c.23% to GBP58.1m (2020: GBP47.4m)
Recurring revenue as a percentage of total revenue remained consistent YoY at 93%;
ARPC(1) continued its upward trend, growing by 16% from approximately GBP1,083 per month to GBP1,251 per month;
Functionality recurring revenue (from license fees and enhanced bolt-on functionality) grew 31% to GBP18.9m (2020: GBP14.4m);
Adjusted EBITDA(2) and adjusted operating profit(3) from operations are both expected to be comfortably ahead of market expectations; Strong cash balance of GBP32.0m at 30 June 2021, ahead of market expectations; Intention to pay a final dividend in line with policy, with the expected pay-out linked to EBITDA growth; dotdigital has become the first customer engagement platform to be awarded ISO27701 on privacy information management, ISO27001 information security management and ISO14001 environment management certifications;
-- Year-end revenue run rate is above expectations, due to the strong financial performance highlighted above, meaning the Group has strong momentum as it starts the new financial year.

[volsung] 22/7/2021 08:10

Bought a few. Good prospects

[boadicea] 22/7/2021 08:08

Very reassuring update which justifies the price performance. The strong cash balance puts it in a position to expand in whatever way seems most appropriate, ie. either organically or by acquisition.

[colinroberts] 22/7/2021 08:02

Exciting indeed... A rosy and quite detailed trading update. Particularly interested to hear about the growing pipeline in Japan and the far east; and that little nugget at the end about Dynamics 365. And we've got a rise in dividend to look forward to...

[pentangle] 22/7/2021 07:48

Pretty easy to see why the share price has been going up! Exciting stuff.

[boadicea] 21/7/2021 09:34

As mentioned above, I have tomorrow pencilled in for a probable update. The market is also signalling imminent expectations and they won't be based on my random ramblings!

[colinroberts] 19/7/2021 19:59

Yes I agree. I'm a long term holder here. Update due any day... But also, they've made it clear in the past that suitable aquisitions will be made, if they fit their criteria... and with the growing cash pot they have that could be sooner rather than later. Like others here, I'm happy to hold.

[boadicea] 19/7/2021 17:03

Good to see it moving strongly against the downward market trend. I feel news may be imminent.

[robow] 28/6/2021 11:54

Many thanks for setting up a new thread

[strollingmolby] 28/6/2021 10:42

The only thing I don't like about this share is scrolling through the superfluous header on this thread!

Likewise! So I created a new one as Cambium has not been around since 2019:



Let me know if there is anything else useful to add to the header.