Tag Archives for " DMGT "

DMGT sale of EDR prices in growth of ZERO

When DMGT acquired EDR twenty years ago, it must have seemed an exciting proposition, being described at the time as a “leading provider of geographical based environmental risk management information in the US”, particularly given the possible synergies with DMGT’s risk management and catastrophe modelling operations such as RMS. Twenty years later however, revenues have […]

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Wazzup – 27 July 2017 – a results palooza!

A results deluge today as companies report Q2 numbers ahead of the August holidays.  Updates from RELX, ITV, DMGT, Sky, A3M, S&P Global, Amazon, Comcast, Nielsen, Solocal, Barrick, Dow Chemical, Fiat Chrysler, Eastman Chemical, BASF, Air Products, Danone and VW, to name a few.     RELX  – H1 FY17 results.   Fortunately, another steady […]

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Wazzup – 25th May

DMGT – cheaper, but not compelling this side of the Brexit negotiations UK newspapers, Brexit and a guidance cut is a fairly toxic combination as the new management discovered today as the shares dumped almost 7%/-52p to 700p per share. The actual results being reported (H1 FY17) however, were broadly consistent with what was flagged […]

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GrowthRater portfolio – closing longs on FedEx (+34% with +20% rel) and DMGT (+8% & +5% rel)

To pay for the Christmas presents, I’ll be closing a couple of long positions in the GrowthRater portfolio when markets open. One because it has done what I had hoped for and more (FedEx) and the other because it is increasing looking like dead money, or worse, in the face of deterioration in its markets […]

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DMGT – added to GrowthRater model portfolio at 704p

DMGT  – added to GrowthRater model portfolio at 704p The shares have been off my radar over the last couple of years after having broken above the top of my GrowthRating range (of +2.6-4.1% CAGR) and as organic revenue momentum dropped below this as the structural decay in print advertising continued, falling oil prices impacted […]

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Facebook: Q1 beat followed by controlling shareholder share sale – ring any bells?

Facebook shares had a good bounce on its blistering Q1 results which, oh so conveniently, accompanied its announcement of a stock split into new non-voting C class shares. This is a similar ploy the one Vere Rothermere used a few years ago with the DMGT scrip issue as a way of enabling him (well at […]

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