Xlmedia Share Discussion Threads

[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

[cheshire man] 12/5/2017 16:01

Certainly playing out well to end the week :-)

[martinthebrave] 12/5/2017 12:17

Topped up again first thing as this seems to have quite a bit of mileage left in it. Probably the last "add" as the position size is quite large now.

[verger] 12/5/2017 11:58

Hello 130p.

[rivaldo] 12/5/2017 11:13

Two more big trades this morning, and a positive intra-day turnaround. Looking good.

[cg8riverside] 11/5/2017 13:25

Volume, volume and more volume. This really is looking very encouraging. Onwards!

[ksharlandjiev] 11/5/2017 12:12

Big buys are still coming in today. All good signs are in place.

[rock star] 11/5/2017 10:34

I see it being around £2, maybe a bit more, at the end of 2018 which would be a very satisfactory return if you add the dividends in the meantime.

[ayl30] 11/5/2017 10:05

More for me today, have held a long while now and upped considerably this week

[malcolmmm] 11/5/2017 09:43

126.9p to buy, Wow

[santangello] 10/5/2017 15:59

I am adding daily, and my buys yesterday and today showed as sells !Looks to be breaking out nicely....need to up my game though, I have 28k left to buy and didn't expect to be paying these prices lol.....still a win all round :)

[mrx001] 10/5/2017 15:55

Been watching these all this morning. MM's seem to be playing some silly game since was able to buy very close to the mid or even under, so I think a lot of the deals being shown as sells are actually buys. Anyway doubled my holding buying at mid.

[rivaldo] 10/5/2017 14:35

Coverage of today's acquisition, with comments from Ory (the CEO):



Extract:

"A number of leading European operators have entered the Romanian market since the new regulatory system was put in place, and the fact that many of its clients are already in Romania was one of the driving factors behind XLMedia’s decision to enter the market, said Weihs.

Ponturi Bune counts large European operators such as 888, Unibet and NetBet among its affiliate marketing partners.

He added that he believes the Romanian market has a lot of potential for further growth. “Of course it is a less mature market than Scandinavia or the UK but it is not necessarily a reflection of the market size.

“It always has been a very active sportsbetting market, it is a growing economy, there are quite a lot of people in Romania, it is in the European union, it is regulated so it has all the characteristics of a gambling market that we are interested in.”

XLMedia and other large affiliates such as Catena and Raketech have been very active in acquiring smaller affiliates over the past 18 months, with the pace of M&A activity expected to continue in the near future."

[oneillshaun] 10/5/2017 13:31

MrX001 - This is huge news for XL, if you understood what it actually means. How many affiliates have a licence to operate in Romania? XL media will crush Romania smart SEO and media buys, you should be very happy that Xl have decided to go this route rather than pick up a but of over valued affiliates sites in Scandinavia like a lot a few other companies......

[tomstone12] 10/5/2017 09:56

ofcourse not a huge market but regulated and growing. Japan (As it seems) is still quite far from online regulation but when it does we can expect good things

[mrx001] 10/5/2017 09:44

Don't think there is much money in Romania, far more money in Japan. Having said that every little bit helps.