||EPS - Basic
||Market Cap (m)
Xlmedia Share Discussion Threads
Showing 5776 to 5800 of 5800 messages
|that's bad new when chartists get involved (it makes shares volatile)
it will be a pump and dump exercise, rather than rising naturally.|
|Chartists ahoy - this one believes XLM could add another 15% (see the video). I'm hoping for a fair bit more than that:
"Can XLMedia add another 15% to its share price?
10:10 17 Jan 2017
Zak Mir has tipped XLMedia PLC (LON:XLM) shares to rise by almost 15% over the coming months.
In the latest Proactive Investors Bulletin Board segment, Mir says: “We’ve had an uptrend here since the end of 2014.
“We’re currently looking at progress within a rising trend channel towards £1.25 and that target is valid while we hold above the 50-day moving average of 97p.”|
|I think the fact that they will finish 2016 with a "pure organic" year is something we should notice and be happy about. This company, as management said many times, is an organically growing business, acquisitions will come and will be good but they are not a MUST.
Having said that, I'm sure we will see some more good ones like Greedyrates in 17|
|Great to see continued strength here as we approach the full year trading update later this month.|
|Nice start to the day, folks are actually starting to believe in the company.
rather than feel paranoid, because where they are based ?|
"XLMedia continues to trade in line with expectations and expects to provide a more comprehensive trading update for the full year ended 31 December 2016 during January 2017."
and from the interims -
"Current Trading and Outlook
The business has established solid foundations for growth and continues to enhance and improve its offering, including a new US subsidiary to drive further growth in that territory. The Board is extremely confident of meeting profit expectations for the full year and has maintained its progressive dividend policy by declaring a dividend of $7.5 million or 0.0382 cents per share payable on 4 November 2016 to shareholders on the register at 7 October 2016. The ex-dividend date is 6 October 2016."
|Looks like a breakout underway then...
Just also noticed the chunky late trades reported after the bell yesterday - probably has something to do with the strength here this morning|
|Could be the start of a run up to a Trading Update.
We've had one on 19th Jan for the last 2 years so maybe we'll get one sometime next week?|
|Buying at the full 106p offer now.|
|Great to see the buying continue as we push into new territory and over the psychological £1 mark - bodes well imo|
|On the cusp of a breakout. Whether it is now or a bit later we will have to wait and see.|
|Gambling was the low hanging fruit to get them established themselves. Now it is diversifying across multiple jurisdictions and market segments hence the re-rating we are starting to see.
For the compound growth that is expected I think 15x is not a unreasonable rating for them to be on.|
|Absolutely Rivaldo. This move into what is perceived as a higher quality sector can only help to get more investors onside. As a foreign, AIM listed company whose earnings are aligned to the gambling sector its been a hard sell!
The review did little to aide matters as no fresh ideas came forth. Finally they are both putting some of the cash pile to good use and in turn illustrating more dynamic thinking.
|Cheers Dibbs, reads well. In particular, the move into finance-related activities is something the City understands/accepts more easily and should presage a much higher rating:
"XLMedia’s Canadian deal shows confidence
Berenberg has hailed XLMedia’s (XLM) $9.3 million (£7.6 million) acquisition of Canadian credit card comparison site Greedyrates as a sign of the online marketing firm’s confidence.
Analyst Benjamin May retained his ‘buy’ rating and 130p target price on the shares, which jumped 5% to 97.7p yesterday on the news.
‘This is an interesting acquisition for XLMedia, not for its size, but rather because it demonstrates management’s confidence that its customer acquisition platform and technology can be applied beyond the gaming markets,’ he said.
‘We believe there are a number of growth opportunities for Greedyrates under XLMedia’s ownership. The most immediate improvement will be the potential for increased traffic, as driven by the company’s existing media division,’ he added. ‘Revenues could see a material increase over coming years.’"|
|Some coverage on Citywire today.
|Last two dividends:-
6.31c total per share for final divi 2015 and interim divi 2016
This at the current exchange rate is 5.1p per share – so about 5% at the current share price
Dividends were announced on 21st January and 27th September 2016.
nb Dividend H1 2016 of 3.8205 cent per share, an increase of 47% (H1 2015: 2.595 cent per share)|
|Creeping up now gents.
Those silly sausages, who panic sold in the upper 80,s are going to regret that over
the coming month.|
|Berenberg currently forecast 12.9c EPS for this year (2017). Rock Star, if we take your lower EBITDA figure of $1.5m and assume say $1.1m PAT after a conservative 25% tax charge, I calculate that would take EPS to around 13.3c.
That equates to almost 11p EPS at current exchange rates. Which is a P/E of only 8.9 at 98p.
If you strip out the cash pile, I'd guess the P/E probably drops to nearer 7.5 or so.|
I've just heard that Cenkos in their morning notes are saying they believe they have paid a similar multiple to other acquisitions i.e. A mid single digit EDITDA multiple so hopefully my figure isn't a long way out.
The important part really is how they can scale it up.|
|Cant imagine the acquisition will add that much at all - more half those levels.
Pleased to see them spending their cash as its doing nothing for the share price at the moment. Would have been more pleased to see a much bigger acquisition though given that this is a foray into a new market (ie acquire a company with a more entrenched market position). Better than nothing though
re earnings, I expected them to have been on course to beat expectations, but then perhaps ramped up marketing to get a boost going into 2017 and only hit 2016 expectations|
|this is a great move IMHO, will show the world that the business model is in fact applicable to other sectors while maintaining high margins.|
Cenkos estimates are for 23.2m of profits for 2016 and 24.6m for this year. You would tend to think the acquisition may add in the region of $1.5-2.0 of EBITDA. The figure of $24.6 I have thought for a while is v conservative considering they did $13.5m in H1 2016 which also suggests they have comfortably met the 2016 estimates.
Admittedly they have said they are moving focus to quality of earnings.|
|Greater diversification and earnings should mean higher rating. They should be sitting on around $40m cash at the year end.
This should be confirmed in the update they mention we will get before end of month.|
|Great to see XLM starting the new year with a earnings enhancing acquisition. Hopefully steps like this will help the market to assign a higher valuation to the shares.
|A new and detailed interview with the CEO in the newspaper Globes - the Google translation is appalling (are there better translation options out there?), but it's worth a read.
The closing comments imply as others have said that the new IPO Catena is valued unreasonably much higher than XLM, given that XLM is achieving higher growth rates and is on a P/E of only 10 or so, less than half that of Catena on a P/E of 24 (at least, that's my reading of the translation):