Xlmedia Share Chat (XLM)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Xlmedia	LSE:XLM	London	Ordinary Share	JE00BH6XDL31	ORD USD0.000001

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	-3.75p	-2.58%	141.50p	141.00p	142.00p	146.00p	141.50p	146.00p	425,419	15:55:25

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Media	83.9	25.1	9.7	16.0	289.16

Xlmedia Share Discussion Threads

Showing 6676 to 6696 of 6700 messages

Chat Pages: 268 267 266 265 264 263 262 261 260 259 258 257 Older

Date	Subject	Author	Discuss
19/9/2017 13:45	It is an awesome company it cant be blue everyday sadly, another 18 months and we will be sitting on 300p plus dividends.	oneillshaun	Read Full Thread Reply
19/9/2017 13:40	Profit takers and non dividend investors leaving the party ??	santangello	Read Full Thread Reply
18/9/2017 14:02	That 168k at 146p was snapped up in one chunk but 146p seems to have become the new 143p - the price level where a stream of larger transactions is taking place at the mid price.	mount teide	Read Full Thread Reply
18/9/2017 08:55	Someone's keen - just put 168K buy order at the top of the bid at 146p	mount teide	Read Full Thread Reply
17/9/2017 23:36	Cg8riverside, fantastic posts 5658-5661, many thanks. An absolutely terrific summary of the meeting and the reasons for investing here. Happy to hold for much, much more upside potential.	rivaldo	Read Full Thread Reply
17/9/2017 16:42	Cg8-superbThanks	nfs	Read Full Thread Reply
17/9/2017 15:27	mrx9000 you were on here in December 2015 banging on along similar lines, since then revenue and profits have improved and the share price has doubled. See you in another couple of years for more of the same.	busterdog2	Read Full Thread Reply
17/9/2017 15:20	mrx9000 , thank you. Fixed tangible assets for a software (media) co?! like computers, chairs and paper clips? there will be very little, most of them will be intangibles, like the websites. NAV is at 82.4 mil and NTAV 34.7 mil. I think stockopedia might be different to sharepad in the sense that it gives you "scores" for various ratios pooled together, I'm not sure. Sharepad shows free cash flow as follows: 2012- 2013- 2014- 2015 - 2016 4.4m 6.8m 3.0m 10.1m 7.6m That's even after the capex ( money spent on websites) so don't understand how can it be negative. The counterargument for the Webpals sale would be that many ceo's and other management sold large stakes where the co's kept going and going ( FEVR, KWS, IQE) they all do it. I think we find ourselves on opposite sides of the fence here , MRX. happy to hold xlm, wish me luck :-)	dacian	Read Full Thread Reply
17/9/2017 13:03	Firstly you said it would be your last post earlier - failedSecondly you need to learn a little English - to too and two	panic investor	Read Full Thread Reply
17/9/2017 12:51	dacian: ok I'll definitely make this my last post here as you seem very much like myself. I like opposing views of anything, it lets one stay balanced. I don't mind talking to yourself, but it would be pointless speaking on this board. Anyway let's look at a few accounting bits first... When I first looked at XLM, it looked to good to be true and yes it ticks boxes in many areas, for example it gets an 8 for a Piotroski F Score and 11 for a Z Score, etc, bloody good numbers, this is where it needs a combination of delving deeper into the accounts and combined with Webpals Enterprises. Anwyay XLM's 3 years free cash flow margin is expressed as a percentage of turnover and over 3 years it has a figure of -66. Cashflow has been getting better though, at present I get a figure of just over 8. Over 2 yrs it is 0.7 and over 5 years it is just over 5. Not great numbers, Globo for example was 6. One could say that it has been busy buying up companies such as Greedyrates in Jan of this year etc, however the figures do not add up. Globo did the same which resulted in distorted figures. Another area that I have not mentioned is tangible fixed assets, what do you make them? I make them at just £1m. Globo for example was £1.9m. On 2nd Feb 17 Webpals stated that they intend to sell 25 million shares, 12.5% of the company, however on 28th March 17 this changed? Webpals and Israeli VC partners announce that they have sold over 64 million shares and that they hold no more shares. Does this not ring any alarms for anyone? The relationship between Mr Weihs and Webpals and the history of webpals is one that I suggest one looks into. Out.	mrx9000	Read Full Thread Reply
17/9/2017 11:09	mrx9000 - always willing to listen to an opposing view, been in this investing game long enough to understand that. I use sharepad do to my admin work for me, ie work out all these ratios and numbers, it saves time. I find my data quite conflicting with the one from Stockopedia?! "Cash flow margin of 8 and free cash flow margin of minus 66 over 3 years". Couldn't find the cash flow margin ratio in sharepad so worked it out manually. It's how a co converts sales into cash by dividing operating cash flow by revenue?! It gives a ratio of 31% last FY and an ave ratio of 35% over the past 5 years. Sharepad gives a free cash flow margin of c 16% on average over the past 5 years and has never been negative. The Beneish M score -it looks at 8 ratios that are expected to be close to 1 and if M is greater than -2.22 prof Beneish asserts that there is a strong likelihood of accounting manipulation. XLM's M score ranges from -1.2 to -1.7 over the past 5 years. By comparison, BVXP( my largest holding and one of the simplest and most beautiful accounts I've seen) scores between -1.7 to -2.2. RB.( Reckitt Benckiser) one of the best FTSE100 performers has an M score of -2.2 to -2.7 , HLMA between -2.2 and -2.9. Should we worry perhaps that XLM's M score is too good? XLM's debtor days average 64 over the past 5 years and the ratio of debtors to revenue has remained pretty constant during this time at c 17%. (The debt has increased but so has the revenue). Personally I can't see anything worrying with the accounts with operating cash flow per share ahead of earnings per share, op cash conversion very good. Most likely I'm missing something, the above figures are from sharepad and are approximate, if there is something , I'd be very grateful for a reply. But in layman's terms please, so I can understand it :-)	dacian	Read Full Thread Reply
17/9/2017 08:40	When did the CEO sell £6 million worth of shares. Are you referring to the sale of shares by Webpals Enterprises which led to a significant reduction in the level of shares held by Ory of 4.474,006 shares. This was covered in his March presentation and he had no say in the sale and if he had been allowed a say would probably have told them to hold on to them bearing in mind the subsequent growth. He has done nothing but buy shares since. As for cg8's analysis of the meeting this week, it is accurately detailed and notes the significant points.Thank you. I would emphasise the conservative approach taken by the company with an Ory saying that they are ready for the US legalisation of gambling but were not expecting anything for 3/4 years. I have been to many presenations but have never seen a ceo as open and willing to answer questions as ORY. If I remember correctly he said that they had 2300 websites with 125 really delivering what they consider significant revenue. The growth is lined up and they can build up the websites for 3/4 years before introducing the revenue producing websites. I can only suggest that people go to the presentations and see for themselves	stoph	Read Full Thread Reply
17/9/2017 08:32	The guys a complete basket case, best to just filter him.	busterdog2	Read Full Thread Reply
17/9/2017 07:47	Anybody can sit behind a lap top, and think your the I am (lots of idiots do that.) but can you back it up and put your money where money where your month is ? You short this, copy paste and post the details here, and I'll be happy to post my long position by doing the same and show my nearly 50k position with XLM. you don't need to post the personnel bits, just show the trade, value, time etc ? I'll back my mouth, but can you back yours mrx900 ?	igoe104	Read Full Thread Reply
17/9/2017 05:25	funny thing about this guy, he doesn't notice the company basically paid back the IPO in the divi's. no doubt there IS cash made there. Let him go short, wont go into the list of his "identified success stories" :)	tomstone12	Read Full Thread Reply
16/9/2017 23:00	Growing companies tend to have increasing debtors balances and the CEO bought shares this week. Please post the figures behind those ratios which you quote as they look wrong me to me.Your post will also get a bit better reception if you don't swear. You come across as someone trying to make stuff up about a company to talk the price down, rather than someone who has actually thought anything through.Adam	adamb1978	Read Full Thread Reply
16/9/2017 22:57	If you think that, why don't you short XLM then ? And copy paste you contract to prove you have the gonads, to back your judgement. Easy to talk the talk but can you walk the walk ?	igoe104	Read Full Thread Reply
15/9/2017 23:07	I/c view Shares in XLMedia (XLM) climbed by a tenth on the day the digital advertising specialist reported a significant uplift in first-half revenues and pre-tax profits (see table). While this was partly driven by acquisitions, both the publishing and media divisions saw double-digit organic sales growth. And the purchase of Securethoughts.com represented a first step into the fast-growing cyber security market. XLM:LSE XLMedia PLC 1mth Today change 0.96% Price (GBP) 145.00 Within publishing, revenues rose 40 per cent, with organic growth of 32 per cent – and management has further acquisitions planned. In the media segment, sales rose by 40 per cent, 12 percentage points of which was organically generated. Most of this growth was led by Clicksmob, the mobile marketing platform acquired in February. It specialises in acquiring customers for e-commerce, travel, entertainment and finance apps, and gives XLMedia greater exposure to the Asian market. After the period-end, the company announced its acquisition of Moneyunder30.com, a US-focused price comparison website, for $7m (£5.4m), accelerating its move into financial services. Meanwhile, XLMedia began operating in Romania after receiving a licence from authorities there to act as an online gambling affiliate. Overall operating expenses increased by 43 per cent to $16.0m, mostly staff-related and due to an increase in research and development costs. As a result, the operating margin fell from 30.8 per cent to 28.2 per cent. Analysts at Berenberg forecast full-year pre-tax profits of $35m and EPS of 13.9¢, up from $31m and 12.0¢ in 2016. XLMEDIA (XLM) ORD PRICE: 140p MARKET VALUE: £285m TOUCH: 139-140p 12-MONTH HIGH: 142p LOW: 84p DIVIDEND YIELD: 4.2% PE RATIO: 15 NET ASSET VALUE: 54p* NET CASH: $43m† Half-year to 30 Jun Turnover ($m) Pre-tax profit ($m) Earnings per share (¢) Dividend per share (¢) 2016 51.2 15.8 6.5 3.82 2017 67.9 19.5 7.0 4.02 % change +33 +23 +8 +5 Ex-div: 21 Sep Payment: 13 Oct *Includes intangible assets of $75m, or 37¢ a share †Includes short-term investments of $3.2m£1 = $1.32 IC View The shares are trading on a multiple of 13 times forecast earnings, below price comparison peers. With bought-in and organic growth in evidence, we see further upside. Buy.	nimbo1	Read Full Thread Reply
15/9/2017 20:02	Thanks for sharing cg8	return_of_the_apeman	Read Full Thread Reply
15/9/2017 17:52	Reminds me of the poster who went to GAW meeting this week - read the thread it's brilliant - roast rib of beef in the break !	panic investor	Read Full Thread Reply
15/9/2017 17:35	Cg8-great write up - many thanks	robow	Read Full Thread Reply

Chat Pages: 268 267 266 265 264 263 262 261 260 259 258 257 Older

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