Dotdigital Share Discussion Threads

[colinroberts] 26/1/2023 07:55

And that cash pile is becoming quite massive - at nearly £50m it's going to lead to something sooner or later.

[colinroberts] 26/1/2023 07:48

Wow - that TU was earlier than expected! But I'm not complaining, and all seems to be going well..

[brucie5] 18/1/2023 15:23

Not really, not yet. This is the 4th time it's surmounted the 200ma in last six months. But I notice a very similar chart set up with GAMA and somehow wouldn't be surprised if they rise together. Both recovery stories well covered in tip sheets and assorted metrics and looking poised... to recover.

[boadicea] 16/1/2023 09:04

Thanks - a stronger response than some other tips have produced recently and I hope the effect holds.
I concluded after the last guidance and results that this was probably undervalued and acted accordingly. Several other posters above expressing similar views will feel suitably vindicated, so pleased for you all.

[lomax99] 16/1/2023 08:19

Main tip in SCSW.

[boadicea] 16/1/2023 08:16

Something not quite normal this morning.
Does anyone have an explanation?

[colinroberts] 14/12/2022 09:48

Although not particularly large, yesterday's director buy was significant I think, being by the (new) CFO, and being around the upper end of the share's price range for the last 9 months. He's obviously aware of the very latest figures, which gives him a clear view of progress since end of year results (30 June). Bodes well for the new year.

[boadicea] 29/11/2022 11:08

A nice steady upward creep - probably preferable to a spike which could encourage sellers and short term traders.

[strollingmolby] 21/11/2022 10:57

Liontrust confident to increase their holding to 18.2%.

[2vdm] 21/11/2022 08:15

Got a thumbs up in ADVFN's OMG report yesterday too.

[robow] 19/11/2022 10:57

Liontrust increased their holding here, reported after hours

[strollingmolby] 18/11/2022 22:44

...or move to the other thread... ;-)

[colinroberts] 17/11/2022 10:47

Nice one. Cheers mate!

[boadicea] 16/11/2022 20:09

I agree, Colin. It's giving me rsi in my scrolling finger!

I've found out how to avoid the header altogether but it then applies to all threads, not selectively.
Go to 'Settins (Help/Settings/Profile in the top right area of this page).
There select 'General' which brings up a check list containing "Allow fast read access to BB threads" and alter the default of 'No' to 'Yes'.
Don't forget to click on 'OK' at the end of the list before returning to the BB.
Job done!

[colinroberts] 16/11/2022 14:08

I wish we could delete the endless block of text above our current discussion! Annoying…

[yump] 16/11/2022 13:55

Looks like it was on a p/e of around 30 most of the time 2018-2020.

Quite high but presumably because of quality of earnings.

Given earnings increase then in a better market share price should be a fair bit higher. Especially if expansion continues reliably.

[boadicea] 16/11/2022 09:47

Release of the full figures has freed up the market - sellers waiting to sell can now find buyers without knocking the price. What happens next depends on whether we run out of sellers (as one hopes) before the buyers have been satisfied.

PS: the 0.98p divi may be following their rules but wouldn't a full 1p have been more strategic?

[2vdm] 16/11/2022 07:40

Great set of results and well done to Milan and the BOD.

[colinroberts] 16/11/2022 07:34

boadicea- I've been taking the same approach (I too held d4t4). Fundamentals look v strong here - under pinned by today's results. 'Positive momentum continuing into new financial year' sounds good.

[tomps2] 16/11/2022 07:23

#DOTD FY22 earnings ahead, here's an overview video

EMEA +8% £48.2m,
US +3% $12.9m
APAC v strong +18% $9.1m.
Rev +8% £62.8m
EBITDA +10% £21.7m
a dil EPS +11% 4.18p
Positive momentum into the new fin year
Rec rev 94%
Strong cash conversion >100%

www.piworld.co.uk/company-videos/dotdigital-dotd-full-year-2022-results-overview-november-2022/

[boadicea] 14/11/2022 23:50

I held three shares which sat alpabetically adjacent in my portfolio - D4T4, DOTD and ECK. All of them became overpriced and suffered severely after mid 2021 in the 'market rotation'. I am now out of one of them and had signicantly reduced in the other two. However, this is the one that appears to have the better recovery prospects and the resources to swallow any distressed bolt-on bargains which may crop up along rhe way, so gradually rebuilding my position.

[yump] 11/11/2022 13:20

I got a few recently. Well run company. Missed out on the long growth previously, but wasn't going to chase it up.

[boadicea] 11/11/2022 12:41

Good to see some life returning to the shares. It seems to have been unfairly hammered given its cash pile and general resilience as a company. The reaction from the over-exuberence of mid 2021 has been overdone, probably by unwise and disappointed punters eagerness to depart. It now looks like a good recovery proposition (imo) although more sellers will no doubt appear as they reach their break-even point.

[nhb001] 14/9/2022 09:36

Computer trades maybe?