Xlmedia Share Discussion Threads

[joeall] 13/4/2017 10:08

RIV,I'm still waiting to receive divi.

[gargleblaster] 13/4/2017 10:05

Riv - not had mine yet from AJ Bell. Last time they told me that the delay was that they received payment in US dollars and it was the conversion to £ that takes time!

[rivaldo] 13/4/2017 09:43

Barclays still haven't credited my account with the dividend (payable 7th April). Is anyone else out there with Barclays and in the same boat, or have you received it?

[rivaldo] 12/4/2017 10:48

Maybe so Rock Star - and another £1.2m of shares traded already today too.

[rock star] 12/4/2017 10:01

Rivaldo those weren't rollovers. They were institution to institution trades.

[cwa1] 12/4/2017 09:46

tanneg, thanks for that information, obliged.

[busterdog2] 12/4/2017 09:41

I doubt the buy/sell volumes are telling the real story here.

[rivaldo] 11/4/2017 15:43

Almost 1.7m shares traded today, including what looks like a few large rollovers.

I get the feeling that a base is being formed ready for another push upwards. Another acquisition or business update would do the trick nicely :o))

[tanneg] 11/4/2017 12:42

CWA1 - just go into Trading then Foreign Exchange and place order to convert

[largeronald] 11/4/2017 09:45

CWA1 - mine simply appeared in my ISA account in good old sterling.

[joeall] 11/4/2017 09:35

I'm, with BARC they price it in dollars also,still no word of divi.

[cwa1] 11/4/2017 09:30

I note that the dividend payment at TD Direct is still in dollars. Does anyone know if there is a facility there to convert it to £ sterling?

[largeronald] 11/4/2017 09:04

Yep, last Friday - courtesy of TD Direct.

Selftrade used to take a couple of weeks to get the money into my account.

[joeall] 11/4/2017 08:56

Anyone, received divi yet?

[droid] 10/4/2017 13:37

Riv, many thanks for sharing some of your other current ideas- you asked for some of mine so here goes :
My favourites would include

Advanced Medical Systems ( AMS ) 7 bagger so far.
Arbuthnot Latham ARBB Big director holdings and amazing growth for a private bank
China Medical System Holdings ( 867 sic - it transferred from AIM to HongKong market several years ago. Already a 22 bagger but just keeps going and going.
Clinigen CLIN another niche pharma which keeps growing and growing
Clipper Logistics CLG a picks and shovels way into the online shopping boom.
Galliford Try GFRD my favourite housebuilder/ construction stock- good management and whopping yield.
GVC Holdings GVC Excellent management. Riding the online gambling boom. Exemplary acquisition record and generous divi payer.
Low and Bonar LWB. Makes basic materials like carpet tile backing exceptionally well. Just opened big factory in China. Hoping growth will accelerate under new management.
Paysafe PAYS. Another payment portal. Acquired Netbanx and Skrill etc.Consistent rapid growth but no divi yet.
Telit.TCM. Some people dont like the way it capitalises all its R & D but you cant fault its consistent c. 20% growth rate and huge exposure to the Internet of Things.
Virgin Money VM. Excellent management and growth. Held back at the moment by likelihood of bid for Coop Bank.
oh and of course Ideagen and XLM which you also hold.

That's it. No advice intended as usual DYOR.

[rivaldo] 10/4/2017 11:47

The new April issue of Master Investor magazine has set up a portfolio of 10 high yielding AIM-quoted small caps which might grow "from acorns to oak trees".

Amongst them are XLM (and SCH, which I also own) with 5%+ yields, though neither are featured at length in this first feature:



"While AIM shares might trade at a low price for many reasons other than a market downturn, investors should reprice high yielding stocks eventually regardless of their size if they are of sufficient quality. So there should be a decent chance
of the method working in a smallcap context and there might also be the opportunity for enhanced gains given the higher growth potential of smaller companies."

[ponyten] 07/4/2017 16:37

Nice write up on the fool website the other day:

Also offering a relatively high yield is XLMedia (LSE: XLM). It has a yield of 5.7% from a dividend which is covered 1.7 times by profit. This shows that the current payout ratio is sustainable and could even increase at a faster pace than profit over the medium term. Clearly, as a growth company, a relatively large proportion of profit will need to be reinvested, but a dividend coverage ratio, which is slightly lower, could easily be justified.

With XLMedia forecast to record a rise in its bottom line of 9-10% per annum over the next two years, dividend growth is likely to easily beat inflation. The company’s current strategy appears to be working well and its publishing business in particular seems to be growing at a fast pace. It is also enjoying some success at diversifying away from the gambling sector and towards a wider range of industries. Likewise, its largest customer now accounts for 7% of revenues. This reduces its risk profile and could mean its dividend is more robust.

With a P/E ratio of 10.2, XLMedia seems to offer excellent value for money given its outlook. While it is a relatively small company and therefore comes with a degree of risk due to its size, it could prove to be a strong income play over the medium term.

[rivaldo] 07/4/2017 12:19

Steveo's post of course highlights that even with no share price growth at all (highly unlikely I'll grant you, but anyway...), investors will still receive almost a 6% dividend yield.

Including today's dividend payment of around 3p per share, investors will receive 9.2p of dividends over the next year - that's a mere 8.6% yield :o))

[oneillshaun] 07/4/2017 11:58

rivaldo - i heard this speech a few times now no ned for another.

[steveo18] 07/4/2017 11:24

Be dead money for a year i reckon with 64,000,000 million shares banged out

[rivaldo] 07/4/2017 11:13

Anyone in Stockholm today and fancy listening to Ory?!



"Inaugural Nordic Affiliate Conference Set to Launch
Published April 5, 2017 by Lee R

Starting tomorrow, the first ever Nordic Affiliate Conference NAC will take place in Sweden to sold-out crowds.

Stockholm Stocked

Produced by innovative iGB Affiliate, the highly anticipated new event is bringing key affiliates, media agencies, advertising networks and operators together at Stockholm’s Grand Hôtel from April 6-7th....

.....Expertise

Expert speakers at this inaugural event include Better Collective business development director Marc Frank Pedersen; Danish Online Gambling Association CEO Morten Rønde and XLMedia CEO Ory Weihs."

[malcolmmm] 07/4/2017 08:33

Oh right, thanks I forgot the payment day, roll on the next one and a share price of 150p

[igoe104] 07/4/2017 08:22

Divi payment today, but we normally have to wait at least 7 days to receive it.

so don`t panic folks.

[someuwin] 06/4/2017 14:16

From Today's Shares mag...

BULL CASE
ON XLMEDIA

APPROXIMATELY 2,300
websites are used by
XLMedia’s (XLM:AIM)
publishing division to drive
users to its clients’ gambling
and social gaming platforms.
Berenberg, which rates the
shares a ‘buy’ with a 150p
price target, reckons only a
100 of these are generating
substantial revenue with the
remainder in ‘build-up̵7; phase.
It is optimistic the publishing
arm could beat a 13% growth
estimate for 2017.

[oneillshaun] 06/4/2017 12:52

Igoe104 - You should give Yehudi I am going to start a fan club for him you will all join and celebrate his good looks.....

gargleblaster - have you seen Ory's hair? are you kidding me no need for product finest hair in the gaming business and 100% naturally blown dry daily.