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GBG at 60p, oh yes, some time ago now. Who would have thought it would reach over 400p?. Does make me wonder where DOTD may rise to over the same period of time. Patience perhaps. Nice quiet board here, usually a good sign. Regards to all CM
Thanks for the comeback CM. Always the gentleman. It's a long time since GBG were circa 60p. Hindsight eh. But we keep trying don't we. Good luck and good health in 2018. C8.
Hello there C8, how you doing?. Didn't know you were here, good to hear from you. Early days, but so far so good. I first came across DOTD years ago on a recommendation from growthcompanyinvestor.com when the share price was way lower. Didn't take any action but have looked at it a few times since, more so with stockopedia.com which gives it a high rating on the measures they use. We can all decide the share price has gone much higher and maybe it won't/can't go much higher only to look again later to see it has indeed gone higher. How many times have I seen that?!. I believe in investing into strength which is why I would rather pay a higher price on a rising share price than investing into weakness on a falling share price on the hope there will be a turn around. Still have to keep an eye on things though and not become complacent; the market can be very fickle and things can change very quickly as we all know. Hope all is well with you and with your investments. Wish all here a happy, healthy and prosperous new year. Regards CM
Well done CM. You seem to have picked another winner. Good luck C9
From todays stockopedia: https://www.stockopedia.com/content/small-cap-value-report-tue-19-dec-2017-dotd-koov-nwf-kmk-256188/?page=1#comments Purely by chance that I have bought in not knowing there would be a report by stockopedia today. Hope the link works; if not I will try another way to post the relevant part. Regrds CM
The trades shown at or close to 96p today are more likely to be buys and not sells as shown. After sitting on the fence for so long that I probably have splinters in my backside, I bought in today for 96p. Time will tell if it will be a good decision or not. Not expecting fireworks, nor want them. Gla CM
Buying Comapi may be a case of 'better late than never' I guess, but DotD does seem to have been slow to come to grips with the shift in its markets beyond email communications. And more detail is needed before it will be clear whether it is a good buy ... no mention whether/when it will give earnings a lift, and the low level of EBITDA to revenue needs clarification etc etc. Pity so much cash is being used to buy it, rather than using scrip which would seem to be a very tradeable commodity with the shares at their present level.
Let's hope we have a growing number of institutional investors. Maybe a little more than meets the eye on jump in price. A growing well run company and we can now see this from last results. Already looking forward to next RNS. Good luck fellow share holders.
Have to agree guys,great business and good helpful posts on this board. Been in just over a year ago at 51p as a LTH so am well pleased. Divs will be plowed back in for sure. JJ
A great business with zero liabilities on their balance sheet which is a rare trait to have. It speaks volume to their competitive advantage. There is one thing that would interest you. How many clients do they have in total? Average revenue per user rose to �715 per month from �575. Annual revenue per user totals �8,480. With revenue at �32m, divide this by �8,480 gives Dotdigital 3,773 clients. This year they added over 550 clients. I don�t know much about the business, so can�t give an opinion of their valuation. For more analysis on ASOS and Genedrive results, please click http://bit.ly/2hLViFb
What a fantastic company dotdigital is. Wish I invested years ago. MM's mixing the trade times up to make it look like people are selling but there buys.. Over �1 soon. Strong financials. Gla.
First bought DOTD shares about 6 years ago, sadly sold a few years later, and bought back in about 6 months ago. These results look like all the previous. Steady, solid growth, a cautious acquisition plan (with 20m there if needed) and a core product which is a market leader in a growing industry (and actively pursuing international growth). Great little share, now paying decent DIVIs, long term holder for sure.
Happy with those results, lets hope the SP will follow suit. Acquisitions on the horizon...
Looking forward to tomorrow, topped up last minute as this company seems to surpass its targets. Good luck all.
Notice of results given this morning, 17th of October. Fingers Crossed.
As also a growth investor I too will sit back and watch,relaxing is a little harder! Reading the latest RNS I have never come across the term "side sell analyst" before,what planet have I been on and thought heck! Wikipedia tells me such guys work for brokage firms and determine the buy,sell or hold ratings. Can now relax. With strong ye results expected following the positive July trading update I would be surprised if there is not now a steady up tick in SP which has recently been pretty static .
Huge growth opportunity, couldn't sit back and miss this chance. Growth investor myself, time to sit back and relax..
Welcome Metis. Apologies for delayed response. I too am surprised by the lack of reaction to the positive July trade update. Look forward with interest to the full year results in October and a tick up in sp. having briefly scanned a board with 700/800 posts a day the peace here is appreciated if a little quiet!
purchase this am - a very reassuring shape to the 3 year chart - momentum beckons. Surprised by lack of reaction to that positive July trading update https://www.investegate.co.uk/dotdigital-group-plc--dotd-/rns/trading-update/201707180700063040L/ Full year results due in mid-October
Almost embarrassed to be the only one posting here! But what a cracking trading update on 18 July. Revenue up 19% to £32m. Average revenue per client up 24%. Revenue growth outside the UK up 48%. No debt. Cash £20m Recent appointment of experienced CFO to release Min Patel from both CEO and CFO to concentrate on his CEO role. To quote him "the building blocks are in place for a strong performance over the next 12 months". For me a definite long term hold.
Heyho folks. Seems I'm only one here at times,but this is good to have a quiet BB. So Liontrust has added another 2m shares taking their position to 20.22%. Keeps me quiet and holding on! GLA. JJ
Just read David Thornton's (www.growthcompany.co.uk) comment in this months What Investment. "Digital marketing software provider dotdigital is a profitable growth company that is also strongly cash generative . This means that it can fund its organic growth internally and broaden its geographical reach. Recent interims showed 17% growth in revenues and earnings per share up 20% The company's marketing automation suite is based around the dotmailer email platform ,which is sold to 4500 small and medium sized clients. Email remains a central part of digital marketing, and the technology has expanded over time to incorporate analytics and to connect with customer's e-commerce engines. The core UK market continues to grow while overseas revenues are up to 22% of the total and will be a key driver of long term growth. On a p/e of 25,the shares remain a long term buy." And that's where I intend to stay. Trust we are enjoying a good Easter and saying no to child obesity by eating their Chocolate Easter Egg,outside the nearest National Trust place. GLA
Sorry folks my post of 5 April re Divi was on the wrong board
Appears to be only sells today. Anyone know why? Don't mind in one way as when my platform broker manages to invest my modest Divi I may get a miserly few more shares. JJ
Check these out and you get a divi.