Xlmedia Share Discussion Threads

[gargleblaster] 25/8/2017 22:48

riverside - you sound more bullish than a matador in a bull-ring. I hope they don't carry you out, like they did that geezer a few weeks back!

I prefer it when posts are like "this dog of a share is going nowhere so I'm bailing out" - it must be the contrarian in me. For what its worth I hope you are right, otherwise I'll see you in the morgue!

[cg8riverside] 25/8/2017 22:30

Chunky buys going through today... Smart money me thinks prior to stellar results in 2 weeks time. When we break out of this upward trend channel we've been in for the last year the SKY IS THE LIMIT. For anyone looking to buy or add 130p is a fantastic entry before the next leg higher

[mount teide] 25/8/2017 16:19

Some large trades going through today - joined them by buying back this week after taking profit late last year at circa 100p - missed out on another 30% in the last 8 months by not following my usual approach of running the winners.

[pshevlin] 25/8/2017 16:15

A lot of trades at mid price.

[panic investor] 24/8/2017 12:35

This and TAP letting the side down at the moment !

[rivaldo] 23/8/2017 10:17

Thanks chaps. Nice move this morning.

[gargleblaster] 23/8/2017 09:52

Let's hope you are not looking the gift horse in the mouth then!

[santangello] 23/8/2017 09:46

WCB/Rivaldo, pretty much how I interpreted the info in the Public Domain.After this morning's tick up, and with results imminent (and L2 strong), I top sliced some of my CVSG (my first share sale in years) to add a further 20k here....such is my belief in XLM and that I see levels at present as a gift horse.

[westcountryboy] 23/8/2017 09:27

Hi rivaldo

It seems to me that Blackrock have been selling in August, in two transactions. The first took them from 5.57% to 5.12% and the second from 5.12% to below 5%, so no further details are now necessary. The earlier reduction was both in shares (to 9.758m) and other instruments (to 723k).

cheers
WCB

[rivaldo] 23/8/2017 08:29

Nice early move up today.

Santangello - can you clarify? The new format holding RNS's are really unclear imo.

I can certainly see that the Oyster European Fund have been buying heavily - they're up from 10.41m shares in their last RNS to 12.97m shares, or 6.35%. So they've bought over £3m more shares.

But the BlackRock holdings RNS's are a model of vagueness AFAICS!

[santangello] 22/8/2017 15:25

Those last 3 RNS's have cleared things up for me, have answered my suspicions and filled me with confidence.

Looking forward to 11th September.

[rivaldo] 21/8/2017 14:32

Nice £58,000 buy at lunchtime at 130.86p, well above the published 130p offer price. Nice and keen.

[rivaldo] 21/8/2017 07:33

Berenberg have reiterated their Buy and 170p price target:

[eagle eye] 18/8/2017 10:59

It's all very irritating.
IC should check their figures before going to print.

I've based figures on the Cenkos 9th August note.
XLM's figures on a rolling forward basis to end of August:

FY17 forecast US 13.4c. 4/12th of 13.4c is 4.5c (rounded up, actual 4.466c)

FY18 forecast US 13.9c. 8/12th of 13.9c is 9.3c (rounded up, actual 9.266c)

4.5c + 9.3c = 13.8c divided by US $1.29/£ is circa 10.7p

Current share price 130p

130p divided by 10.7p is a rolling forward PER x12.1

[paleje] 18/8/2017 09:48

We like XL’s expansion into increasingly high-quality business areas and revenue streams and think the shares, at 133p and trading on 10 times forward earnings, fails to take this into account. Buy.

IC this week.

[rivaldo] 17/8/2017 14:45

Been on hols and XLM have made two acquisitions in that time :o))

Great stuff. Not only mopping up minority interests, but also diversifying further into financial services, which the markets will like. Immediately earnings-enhancing too.

Up on almost 1.7m shares traded today. Looks like a mid-season hiatus with the markets at rest.

Given the excellent trading update, and with results coming soon on 11th September, there has to be a run-up between now and then and hopefully afterwards too from this cheap rating.

[igoe104] 17/8/2017 07:30

Looking at the trades some fund looks to be offloading ?

As soon as it clears, the share price will spring back up.

[oneillshaun] 16/8/2017 22:21

Dacian - what are you talking about? "climbing the wall of suspicion since ipo" have you any clue about the people/companies that have bought into XL media? Do you have any actual real knowledge of the company?

It seems you have little of no clue about Xl media so go and do some fact checking this company is 100% legit and so are the people that are running it.

I 100% believe in XL media but to be honest I believe in Ory and the others behind XL media way more.

If i had more cash right now i would be buying more but i think a 50k buy today shows my feelings.

[slaccs] 16/8/2017 16:27

Fozzie - Good for you. I hope we all make a few pennies.

[fozzie] 16/8/2017 15:16

Slaacs just fed up of seeing this story repeat every three to six months. I have held since 40p so am in for free after top slicing along the way.

[cg8riverside] 16/8/2017 13:58

Wholeheartedly recommend attending the presentation for private investors at Berenberg HQ on Tues 12th Sept at 5pm. Last one in March was very informative.