Dotdigital Share Discussion Threads

[2vdm] 27/1/2022 11:38

Thanks OzzieTom. Much appreciated

[ozzietom] 27/1/2022 10:35

I am a long term holder, but was a little disappointed with todays results.
While revenue grew by 10%, this is a much slower rate of growth than previously and also for what the shares are priced for. Also, although they say they will meet full year expectations, it means H2 revenue will need to be 34.7 million, which may be a stretch. Also, ARPC has increased 19% which is good, but as overall revenue is up only 10%, this must mean there has been a fall in the number of customers. Dividing the revenue for last year (28.2) by ARPU gives 23,578 customers. This years revenue of 30.9 divided by ARPU of 1422 implies 21,729 customers, so a Nett loss of 1849 customers.
I think it is a decent company with a product which seems to be well regarded, but I think it may be overpriced for the level of growth going forward.

[2vdm] 27/1/2022 09:17

Way oversold this a.m. and I'm not sure why other than market sentiment. I'm a great fan of DOTD and in particular its mngt, so have topped up twice today. I would be interested to hear other's views.

[johnwise] 27/1/2022 07:19

dotDigital Group plc Trading Update and Notice of Half Year Resul

27/01/2022 7:00am

RNS Number : 8262Z

[persian king] 30/11/2021 18:03

On a red day!!! Any indication of why the last two days have been blue? Apart from over selling

[sphere25] 30/11/2021 15:31

Job done.

Bouncing beautifully.

Currently at 196.6p.

Lob to your heart's content whenever you want :-)

All imo
DYOR

[sphere25] 29/11/2021 09:30

Watched it, tracked it...bought it

Time for the oversold technical bounce?

All imo
DYOR

[sphere25] 26/11/2021 14:39

Interesting.

It has gone positive on a notable selling day out there. Bulls are trying to take control of the key 174p and 175p levels.


All imo
DYOR

[sphere25] 25/11/2021 09:29

Guess that is one way to correct an excitable multiple.

Clearly there has been alot of this exuberant behaviour about this year so surely it cannot be a surprise to see more selling out there and these types of rating's coming back down to Earth.

There were so many of these. You'd look at reports in the morning and think about how steep the multiple's were and take a fright at them. Had to wait for some real clobbering's of late to take an initial bite.

Watching this one for a possible bounce, but it needs a BIG clearout of sellers and that hasn't been happening of late. Seen heavy buying in SUP recently and it hasn't moved. I was watching JSG yesterday and even though you get buyers come in for sizable 200k blocks, sellers just batted them away to prevent any bounce.

So what do we have here:

- Intraday price flat in a firm wider downtrend
- Seller in size sat at 174p closing off any move higher with 175p also providing resistance to the upside.
- Pinged off 170p yesterday so a tight range.

What normally happens (not saying it happens here) in these down moves is that the sellers continue to close off 174p and 175p. Sellers then take control of price points slightly under, and then the market realises the sellers are too overwhelming, and sell through that low yesterday of 170p to continue the downtrend.

Will it happen here?

170p is actually support from earlier in the year so it has already crashed to a key support level so it will be interesting to see if it can hold that level to form a bottom here. The price fell on heavy selling so it's going to need some standout exchanges to peek the interest for a possible bounce.

It doesn't look enticing at the moment, book is stacked like a brick wall on the offer, but IF someone gets the oversized mop out, it could all change.

All imo
DYOR

[epo4eva] 22/11/2021 08:18

No thank you. Growth 23% up and profits up. Very happy.

[epo4eva] 22/11/2021 07:29

Excellent growth. A record amount of cash in the bank. Recurring revenues. Very happy.

[apad] 20/11/2021 14:09

I think the DOTD presentation is smoke and mirrors.
They talk about new accounting classifications - Cost of Sales including Tech Costs that used to be in Admin and a couple of other reclassifications.
BUT. Cost of Sales is up 166% and Admin up 12%.
They talk about SMS messaging having a lower margin than email, but the SMS is on top of the email.
They blither on about closing down a subsidiary but its activities are covered by their main platform.
Also talk of historic lumpiness.
I suspect they are losing pricing power to competition.
Their revenue growth is 23% which is above their target of 15% per annum but adjusted EBITDA and Operating Profit is in low single figures.
apad

[2vdm] 19/11/2021 16:03

An excellent presentation this morning as usual by Patel and Amin the CFO on Investor Meet Company. I can't see it has been posted on DOTD's web site yet, but there is a phone version available on Tel: [phone]
ID: 719191# Passcode: 4498# Very focused on their mission.

Simply Wall St have a tgt of £2.62

hxxps://simplywall.st/stocks/gb/software/aim-dotd/dotdigital-group-shares#share-price-and-news%3Futm_source%3Dbraze%26utm_medium%3Demail%26utm_campaign%3DCritical%20Updates%3A%20Emails%26utm_content%3DVariant%201

[tole] 17/11/2021 17:10

https://www.fool.co.uk/2021/11/17/is-this-the-best-tech-stock-to-buy-for-explosive-returns-in-2022-and-beyond/

[nhb001] 17/11/2021 16:01

I've held these from 34p in 2015. These episodes are not unknown. In retrospect they always turn out to be huge buying opportunities. If these go sub £1 as has been suggested I'll be remortgaging my home to top up.

[2vdm] 17/11/2021 15:39

Nothing imo. Just oversold on the results. This is a well-managed company in the right space, no borrowings and a £40m cash balance (Simply Wall Street analysis). I've just bought another £3ks worth. Good luck to other LTHs

[hopefuldave] 16/11/2021 17:14

Oh my god, what have they done to deserve such a drop??

[shouldhavesold] 16/11/2021 16:02

3.5p earnings, come on! You can do the maths
This is going sub £1

[boadicea] 16/11/2021 11:00

I sold enough (too early!) in May to recover my initial outlay but could not understand the subsequent climb to ~290p at end of August which seemed clearly over-rated (e.g: price/revenue rating of ~20 historic or ~15 on forecast) and required a magical performance to justify it - 'shouldhavesold'- yes!.
In the event, the results are on forecast and very good but were bound to disappoint exaggerated expectations.

There is nothing wrong with the company and I will retain my reduced holding. It looks adequately valued to me in the low 200's and on the basis that the market likely over-corrects, techtrader's target could be right, giving me a chance to top up again.

Meanwhile there are other companies with similar opportunities on much lower ratings, because of past difficulties or a short track record, that offer the possibilty of a sharp uprating with less downside risk.

[techtrader5] 16/11/2021 08:57

Cracking H&S pattern, target price 170

[tomps2] 16/11/2021 08:03

dotdigital Group (DOTD) full year 2021 results interview

DOTD CEO, Milan Patel and CFO Paraag Amin give an overview of results for the full year ended 30th June 2021.

Watch the video here:

Or listen to the podcast here:

[shouldhavesold] 16/11/2021 07:44

Liontrust knew these results weren’t going to be that great
Wow, So overvalued this now

[boadicea] 26/10/2021 19:34

So LionTrust have sold a chunk, some of it as financial instruments - "security lending", but the total was only about 6.7% of their very large holding (or 1.12% of the company.) The market seems to have absorbed it without difficulty. Possibly only part of a rebalancing exercise.

[2vdm] 07/10/2021 10:03

RNS 7 Oct - dotdigital Group plc (AIM: DOTD), the leading 'SaaS' provider of an omnichannel marketing automation and customer engagement platform, will announce its final results for the year ended 30 June 2021 on Tuesday 16 November 2021.

Milan Patel, Chief Executive Officer, and Paraag Amin, Chief Financial Officer, will also provide a live presentation relating to the final results via the Investor Meet Company platform on Friday 19 November at 10:00 GMT.

The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 9am the day before the meeting or at any time during the live presentation.

[swiss paul] 01/10/2021 16:25

Still heading south - noty looking good - is there something going on in the back ground