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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 Apr 04, 2022 4:15pm
264 Views
Post# 34574410

RE:What has been accomplished since the ERP malfunction

RE:What has been accomplished since the ERP malfunctionThis is the most bullish I've been in a long time. Maybe the largest position I've owned too (in $$). 

Due to the generous CEWS, I think the company delayed its restructuring, particularly in terms of employee count, until the 2H or 2022. That, and a smaller revenue base, led to a lot of restructuring costs at the end of 2022. 

At this point, management indicated restructuring costs will be very limited (I think <$1 million in 2022). Margins are strong and trending stronger. Paper pricing and volume growth will drive higher revenues in 2022. 

I think EBITDA will be close to $33 million and FCF will be near $16 million in 2022. 
Best part: the company is having traction with its top line that I think can extend for several quarters. Not sure how DAM plays out -- but that's upside optionality. 

RRD (taken out), QUAD, SXP have all had strong runs. I think if DCM's Q4 revenues were a little stronger and its restructuring costs a little lower...its shares would have run hard. 
I think it will after Q1... 
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