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Had a closer look at the business following a good set of results yesterday.
I decided to pass on this name as this is basically a publisher of extremely low quality digital "news". The competition is ferocious and their product are not differentiated. Dailymash is loosing momentum and accounts for c. 10% of revenue. Looking at relative valuation, a fwd p/e of c. 20x is about fair vs DBOX at 18x now.
I will keep an eye on...
For interest, https://martinflitton1.wixsite.com/privatepunter/post/digitalbox-on-the-growth-road-29-03-22
positive set of results. Why the fall?
results on the 29th dont wait too long
getting closer to reality
will buy back c10p
According to analysts this is currently trading at 43% below fair value.
Around £0.27 would be fair for a company at this stage of development.
I am sure it will get there on the next bit of good news
CEO of Digitalbox... Top is latest Video
https://www.digitalbox.com/investors
Really small cap looking for deals and revenues sharply exceeding expectations. Its going to be a tasty morsel for a big players at £16mln currentprice. Especially as they have hit the right money making formula.
The last major success I recall Downing backing long term was Tracsis (TRCS) in its infancy, look what happened there 2000% later :)
Trying to buy 50k or even 10k + yesterday was difficult, seems the penny is dropping, personally I think their days are numbered as an independent, because 2022 will bring out consolidation, in the media, with a slide rules running over a few cheap opportunities by the bigger nationals. IMHO
metric anticipating a lot of good news imv
down to 20k free carry
read the RNS's its all in there....company is undervalued and growing
Been heading down for years when it was called Polemos, changed its name in March 2019, continued to head down from 14p to 4.5p - then started heading back up 6 months ago, what has changed ? Any info. much appreciated.
So the article said....59523 definitely was a buy. So how come the market screens it?
Article for interest, following a long chat with managment.
https://martinflitton1.wixsite.com/privatepunter/post/connecting-with-digitalbox-31-01-2022
Speaking with both the CEO and Chairman tomorrow afternoon, so I'll post a follow up piece for interest after that.
May be of some interest to other holders, or those taking a look.
https://martinflitton1.wixsite.com/privatepunter/post/digitalbox-catches-my-eye-14-01-21
2.3 against 1.5 then still very strong
perhaps better to compare with last year's 2H
still mighty impressive
Second half revenue 2.3m against 1.3m in first half this year. This is on a huge upward curve a great share to be in for the year ahead
I hope so , management appear to be doing a decent job.
poised for stellar growth?
https://www.proactiveinvestors.co.uk/companies/amp/news/968164
About 1 minute in he lets it slip they currently have 2.5m cash, then touches his glasses and corrects himself to 2.2m. I think we could be looking at a stonking year end profit
Also remember not many shares in circulation doesn't many to sell for movement ,this could be one of those shares which could just cruse up and up without the herds coming in. gla