Morning all!
DotDigital ( £DOTD ) – 91p – £271m – PER 27
Results For The 12 Months To End June 2019 – Revenue up 19% (recurring up from 85% to 85%), Adjusted Operating Profit up 25% with EPS up 33%.
This looks quite good but just too expensive for me.
Driver ( £DRV ) – 52p – £27m – PER 11
Trading Update – Expects PBT to be circa £3m, Net Cash at £5m, outlook is upbeat.
An ex-holding, after two profit warnings, would need to see FY actuals before any decision here.
Walker Greenback ( £WGB ) – 74p – £53m – PER 9
Interim Results For The 6 Months To End July 2019 – Revenue up 2.2%, Underlying PBT up 14% and EPS up 17.1%, the Interim Dividend is down -24.6%. Expects to meet FY expectations.
I remain uninterested here at present.
As always, all comment most welcome!
