RE:RE:CEO Richard Kellan and CFO James Lorimer Interview PostedWhat is the Digital Asset Management (DAM) service worth for DCM?
MediaValet (MVP) specializes in this service and is valued at +/- 11x revenues ($8 million annual revenues and $90m market cap).
DCM has hundreds to thousands of clients of all sizes, and this service is a natural fit to offer to every single client. Think about the business hitting the projections that Richard is thinking about. That part of the business alone could be worth $5 a share in a couple of years. DAM is Richards wheelhouse and the most profitable service imagineable.
oldinvestor64 wrote: A thorough and clearly positive presentation
The company is definitely transforming into a higher margin model , with growth into the digital marketing area,
A comparison with other comanies in their business vericals is very helpful to see the gap in the evaluation , more than 50% unervalued in traditional sectors and 80% lower in the digital area.
It is also working with a couple of investment houses for a coverage.