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Data Communications Management Corp T.DCM

Alternate Symbol(s):  DCMDF

DATA Communications Management Corp. is a Canadian tech-enabled provider of print and digital solutions that help simplify complex marketing communications and operations workflow. The Company is engaged in delivering individualized services to its clients that simplify their communications, including customized printing, highly personalized marketing communications, campaign management, digital signage and digital asset management. The Company’s solutions include DCM Digital, Print & Communications Management, Marketing and Technology & Innovation. Its DCM Digital solutions include customer communications management, digital asset management, personalized video, location-specific marketing, multichannel marketing workflow management, and digital signage. It serves brands in various vertical markets, including financial services, retail, emerging markets, healthcare and wellness, not-for-profit, energy, hospitality, lottery, government, and others.


TSX:DCM - Post by User

Comment by knicksmanon Jan 06, 2022 7:34am
175 Views
Post# 34288224

RE:RE:RE:RE:RE:RE:LOOK LIKE DCM LOST SOME OF IT'S MOJO

RE:RE:RE:RE:RE:RE:LOOK LIKE DCM LOST SOME OF IT'S MOJO

zalmonella wrote: I already have more shares than I need.

It will run up in advance of earnings, probably starting around the end of January.  Sell some then - y0ou know the earnings won't be anything lightning so it will drop back.  Then you can buy back again after earnings and reduce your CCA.  I've seriously reduced my exposure in the surprising Santa Claus/New Year's rally and only have about 20,000 left, but will likely do the same things, assuming nothing better comes along.  DCM has a small but predictable cycle, and one should take advantage of it. It's a good company but not an outperformer.

 

I think this Q4 and Q1 will be much stronger than the last Q4 and Q1. I would not "play it" the same as last year. Management teams don't often spend a lot of time marketing their company's stories (like DCM just did)...to show "OK" results. I think combined, we can see $20 million in EBITDA in the next two quarters. Best part, as per their investor presentation, there will be very little restructuring costs.

DCM will repay $12m of debt per year. That's equivalent to $0.25/share...or 20%. FCF will likely exceed debt repayment. And we will likely also see multiple expansion...so there are lots of ways to make money in 2022...

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