Updates

DotDigital

October 2023

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

DOTD has acquired Fresh Relevance, a vendor of SaaS-based “cross-channel personalisation software” for £25m (6.1m shares at 88.7p and £18.9m cash). Fresh Relevance’s software is used to personalise customer experiences across web, email, mobile app and SMS to drive retention and conversion. The business has run rate revenues of £6m (£5.6m is recurring) and is well known to DOTD, having been a partner for years; the hefty price-to-sales is explained by scarcity value and the fact that building its own tech would have taken too long. It immediately adds extra functionality and is expected to raise DOTD’s average revenue per customer (ARPC) via cross selling. Despite paying out a large chunk of cash, DOTD still has net cash of £38. ...

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Yu Group - Wallops the ball out of the park

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DotDigital (June 2023)

DotDigital (April 2023)

dotDigital - Mountain of cash (January 2023)

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Dotdigital - Spreading wings internationally (March 2020)

DotDigital - Growing recurring revenues (June 2012)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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