Xlmedia Share Discussion Threads

[priteshpatel9] 17/5/2017 18:04

A marketing agency who sells social advertising services - yet doesn't have their own social profile. Hmmm.

[cg8riverside] 17/5/2017 17:45

No but there is one for DauUp on Twitter. Search for @DAU_UP

[panic investor] 17/5/2017 16:24

No is the simple answer

[morph7] 17/5/2017 15:06

Well if it's a good price for the directors then it's good for me too. Grabbed another 40k earlier. Incidentally, is there an official twitter for xlm for related news? Can't seem to find one anywhere.

[martinthebrave] 17/5/2017 12:18

You are very welcome Panic Investor. Amazing how these things spread.

[panic investor] 17/5/2017 11:41

I think MartintheBrave posted it on twitter - so thx to him really

[eagle eye] 17/5/2017 11:31

panic investor,
Great post. Thank you.

[cg8riverside] 17/5/2017 11:27

Although it's actually more relevant to my only other holding PAYS so if you don't mind I'll pop it over on that board aswell

[cg8riverside] 17/5/2017 11:25

Many thanks PanicInvestor very informative

[panic investor] 17/5/2017 10:56

This was posted on twitter this morning: Worth a look imho

[cheshire man] 17/5/2017 09:15

Director buying very encouraging :-)

[panic investor] 17/5/2017 09:13

Will there be a trading update do you think ? Update was 26 July last yr

[santangello] 17/5/2017 08:57

.....and more encouraging is the timing of the buys.....a week before the eagerly awaited A.G.M......lovely.

[santangello] 17/5/2017 07:24

Very encouraging to see two Chief Executive Officers buying at 127/128p.

Obviously they are not purchasing to lose money, and are privvy to how the company is progressing.....and that only leads to one logical conclusion.

I feel even more confident as I, coincidentally, added at 128p yesterday......looking for £2.00 in time.

Good luck to all holders, and those who will no doubt be buying/adding today.

[rivaldo] 17/5/2017 07:22

More director buying - great to see the CEO buying £53,000 of shares - at 128p - and Lavi buying another 10,000 shares at 127p:



Welsheagle, many thanks for the Techinvest summary, excellent stuff.

[fozzie] 16/5/2017 22:52

Thanks for that Welsheagle

[welsheagle] 16/5/2017 14:08

May's Techinvest article was quite long, but here is a summary:-

1/ XLM has doubled earnings in 24 months.
2/ Share price 40% discount to UK gaming operators, and 60% discount to only listed peer, Catena media.
3/ Recent acquisitions potentially undervalued.
4/ Takeover activity rife in gaming sector.
5/ Broker Berenburg believes asset value could be worth inherently more than current book value.
6/ Key revenue drivers are 'inapp' advertising and social gaming.
7/ XLM manages a network of 300 affiliates which help drive traffic to gaming operators.
8/ Two divisions, Publishing and Media - Publishing has higher margins.
9/ Successful acquisitions (Greedyrates and Clicksmob).
10/ Strong barriers to entry.
11/ High cash generation.
12/ Cash position increased from $3m in 2012 to $32.1m in 2016.
13/ Global internet advertising and online gaming set to grow substantially.
14/ Berenburg forecasting profit of $34m, and eps of 13 cents, rising to $38m and eps of 14.5 cents for next year.
15/ Prospective PE ratio of 11.25.

Rivaldo - If you require any more details - post back

[turbocharge] 16/5/2017 13:50

No problems buying 5k shares at 128

Maybe I'll keep watching a bit longer...

[phodson28] 16/5/2017 11:15

Tree shake by the looks of it...

[malcolmmm] 16/5/2017 11:08

Cant buy on-line but can sell any amount so it looks like they are about to rise

[basem1] 16/5/2017 09:36

Need a pullback as I WANT In.

[malcolmmm] 15/5/2017 08:18

Can only buy 1000 shares atm short of stock, should rise

[welsheagle] 13/5/2017 12:23

Latest figures from May 'Company refs', when share price was 113p

1/ Prospective PE ratio of 10.7.
2/ Prospective PEG ratio of 0.85.
3/ Prospective growth in eps of 12.6%.
4/ Net cash per share of 12.7p.
5/ Dividend yield of 5.59%.
6/ Cash flow per share of 10.0.
7/ Turnover increased from 16m to 76.8m in last five years.
8/ Director buying two months ago.
9/ Based on one broker figures, Cenkos, who recommend 'Buy'.

All looks good

[turbocharge] 12/5/2017 19:27

some large trades reported after close:

12:33:32 118.375 500,000 OK 127.00/132.00
14:36:29 120.800 225,000 OK 127.00/132.00
14:43:55 121.500 289,689 OK 127.00/132.00