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Hi SD. Thanks for your interesting post, appreciated. With dotd's overseas markets starting to open up ,the organic growth and cash generation potential, the future economics as you say will only get better. I intend to plough back-in my modest divi (on line the fee is only £1 with my platform broker). I see this as a long term holding. JJ
From one Kiwi Insto holder earlier this week: dotDigital reported a strong set of results with overall revenues up 17% in the first half. Importantly, the average revenue per client increased 24% to £650 per month. To us, average monthly spend per client (ARPU) is the most important KPI because it increases the lifetime value of a client with no corresponding increase in cost. The attractive economics behind dotDigital’s business model come to light when examining the lifetime value (LTV) of a customer and customer acquisition costs (CAC). Currently, dotDigital spends about £5,500 for every new client they win. The average client spends £650 per month (£7,800 p.a.) and they have an attrition rate of 5-10% (implying the average customer stays with them for 10-20 years). This is important because, the lifetime value of a customer is essentially the net present value of the future revenues they’re expected to generate for dotDigital. Using 3% as our inflation or discount rate, implies a LTV of £65-100k per customer. Therefore, increasing the ARPU materially increases the present value of these future cash flows and highlights the attractive features of its business model. As the higher ARPU customers from Magento 2.0 begin to make up a larger portion of the overall customer base, we expect these economics will only get better.
Correct wrong board. sorrrryyyy
You've got me there TK are you possibly on the wrong board. Nothing but occasionally posting gentle folk on here. D.
Be very careful with Rampers. They are not all nice people try to help you make money. As you can see with this morning. Bitter twisted etc. So just becarefull a lot of nasty people on this board. More tips will follow. Sorrrryyyy
Thanks
TK. The take over code quotes 30% ownership for a mandatory bid. D.
What % of the shares do you need to have before you need to make a bid for the company?
Encouraging Liontrust bought another 5.5m shares to up their holding to 19.55%. Must make them a major shareholder. What this space me thinks. Don't know which is worse ,OB,the agonising to buy in or when to sell. But am now an AIM share junky trying to be a Warren Buffet, OK I know. however ,adds spice to my core ISA and gives interest in future tech. Think I am ahead,only just.! PS didn't mean OB you were late into Dotd ,just I was slow with a welcome. I was only recently in at 56.5p for a similar sum. Good luck all. JJ
Hi JJ Thought I'd missed the boat here. Had this on my watchlist for a month or so and was waiting for sub 56p to get in, well the shoot up to 60's shot my bolt. Apparently you never buy a rising share. I read all trading update figures every morning before market opens and on reading Dotd's last week was kicking myself for not just buying in at 57p. I forgot common sense forms no part of this thing we do and was happy to get my £2 & half K in at 58p and change. I've never bought in this computer software sector before I'm trying to build a varied and balanced portfolio before the in out and shake it all about Brexit fiasco hits the shore in the spring. I don't think it's possible to know what fun that will bring to all our lives. D.
Just got home to a hot drink with the oldbaggage,sorry wife,from a cold private locked wooded Clough checking our trail cameras re our favourite badgers habitat. Yes we Had a laugh OB at your post on another site. A bit late I know,but welcome to the Dotd sett. A bit of a surprise the price dropped on such good results,typical for my holdings,but hope the price stays low long enough to plough back in the divis for more shares,to compound my holding. Best wishes for the New Year to all. JJ
Over 5,000,000,000 emails sent with dotd products.
That is correct. They do nothing to promote the share. Don't be alarmed about the price drop. The mms do it every year pretending there is something wrong with the figures. As you can see a great set of results.
TK Once again a small company puts out a good set of figures and the share price goes south. Whatever it has given me the opportunity to get on board at what I think is a reasonable price. I'm assuming from your last post that the BOD are not what you would call chatty !!!!!! D.
Figures yet again? How about a take over. No Rns till next set of figures. Sorrrryyyy
We get a divi to keep the wolves away.
Need 1 to get this board moving. Best share on aim but the board don't want to tell anybody. They give a divi to keep the wolves away.
Divi coming soon. The best quality product on aim by a mile or 1km for European readers
just wandering back through my watchlist, not sure 40-55 in 3 months could be classed as static, lovely long term uptrend too
Been observing this one for a month now. the share price has been all but static in that time. Can't make a decision if that's good or bad so haven't come on board yet. Fundamentals look fair and buzz around company seems to tell it's better at what it does than others in its sector. Hm. more research required me thinks !!!!!!!!! D.
Not long till divi
What is your source of inf. JJ
Best kept secret on Lse.Board scared of a take over.
OK thanks
The final Divi of 0.43p plus special Divi of 0.41p per share both with a payment date of 31/01/17. Shall be reinvesting my modest sum in more shares in line with my long term view .