Xlmedia Share Discussion Threads

[petersinthemarket] 10/8/2017 10:42

> B1ggles - you are quite right - I've bought several times since mid July and never paid the maximum indicated spread. pete

[b1ggles] 10/8/2017 08:35

I think the 'real', as opposed to the 'quoted' spread is actually much narrower.

[oneillshaun] 09/8/2017 15:56

Got to love the spread on this bad boy no chance in actually trading it which is good for long term holders.

[igoe104] 09/8/2017 12:49

Good to see the 70k buy at 141.5, still lots of interest around.

[bc4] 09/8/2017 10:32

140p seems to be a resistance point once that goes for good we should be on are way higher

[oneillshaun] 09/8/2017 09:21

As somebody that works with Marmar this is good news, a really quality partner great work Ory.

[igoe104] 09/8/2017 08:48

PLC
("XLMedia", the "Company" or the "Group")
XLMedia acquires remaining minority shareholding in Marmar Media Ltd.
XLMedia (AIM: XLM), a leading provider of digital performance marketing, is pleased to announce that it has entered into an agreement to acquire the remaining minority shareholding in Marmar Media Ltd. ("Marmar") (the "Acquisition") that the Company does not already own for a total consideration of approximately US$2.4 million.
The total consideration, payable in cash, is comprised of US$2.25 million, to be paid immediately, and an additional amount representing 46 per cent. of Marmar's distributable net profits for the period from 1 January 2017 to 31 July 2017 (less an amount representing working capital commitments).
XLM acquired a 54 per cent. stake in Marmar, which specializes in performance based marketing across the app, software and entertainment verticals, in June 2015 and is now acquiring the remaining 46 per cent. via the Company's wholly owned subsidiary, Webpals Holdings Ltd., acquiring both of Gindawii Holdings Ltd. and Farmland Holdings Ltd., companies wholly owned by Marmar founders, Mr. Oren Avidor and Mr. Gal Avidor (together, the "Vendors").
In the year ended 31 December 2016 Marmar generated revenues and profit before tax of US$11.7 million and US$2.5 million respectively. The Acquisition of the remaining 46 per cent. stake in Marmar is expected to enable XLM to further strengthen the Group's media channel growth, enable the Group to extract additional synergies, run an increased number of campaigns and continue the diversification of the Group's revenue and customer base.
Marmar is already consolidated into the Company's financial statements. As such, the Acquisition of the minority stake will not affect the Company's profit and loss reporting but will increase the net income attributable to equity holders of the Company as the minority holders are removed.
The Vendors are considered to be related parties of the Company pursuant to Rule 13 of the AIM Rules for Companies. The Directors of the Company consider, having consulted with Cenkos Securities plc, that the terms of the Acquisition are fair and reasonable insofar as its shareholders are concerned.

[ponyten] 09/8/2017 08:39

Breaking new highs. Just seems to be good news after good news at the moment. Would love to have a crystal ball and see where the share price is in 3-5 years time. Roll on the results.

[welsheagle] 07/8/2017 16:42

Thanks Santangello and eagle eye

[rivaldo] 07/8/2017 13:41

New highs now - great to see the mid-price break 140p.

[eagle eye] 07/8/2017 10:22

Welsheagle,
Here is a copy of my earlier post. Hope this helps.

eagle eye 3 Aug '17 - 09:07 - 5411 of 5433

I think incorrect EPS figures are being quoted here.
The Cenkos forecasts are US 13.3c and 13.5c for FY 2017 & 2018 respectively.
Converted at $1.32 to the £, that gives an EPS around 10p for the current year, or PER x 13.5.
I've had a word with Cenkos and datafeeds should be corrected over the next few days.
Cheers
EE

[welsheagle] 07/8/2017 09:44

Company Refs indicates a forecast eps of 13 pence for next year, but elsewhere it is 13 cents.
Just wondering which is correct.

[the juggler] 07/8/2017 09:13

I too am a refugee from PAYS (Hi Malcolmmm)and have bought two tranches here this morning with one lot going into my SIPP.

[verger] 07/8/2017 09:08

Hi MALCOLMMM. Yes, XLM is a good place to divert funds from PAYS. Also IQE. XLM re-rating continues and I expect them to be trading in the 150-200 range post results.

[santangello] 07/8/2017 09:03

Well, considering I have bought at around these levels before ( and also at 119/122/125/126/128/133.5/135/136p), I am not overly excited. However, if this technical breakouut holds, the upside could be extremely healthy indeed.....leading up to and post results.

I look forward with great anticipation, and remain long here (and wishing I had bought more.)

[malcolmmm] 07/8/2017 08:41

These are now my main holding after buying more last week from the proceeds of selling some PAYS , nice start

[cg8riverside] 04/8/2017 16:30

In Berenbergs words from March. "We see substantial upside from current levels...Given how conservative our assumptions could prove..our analysis shows that we could see an initial price target closer to 200p""Revenues and gross profit quadrupling since 2012...Significant discount to gaming operators & broader UK midcap media market...Recent support from some of the largest Institutional Investors shows confidence is building. At its current valuation we believe the risk/reward trade-off is firmly on XLMedias side." BUY

[cg8riverside] 04/8/2017 16:13

I note they have Conservative EPS forecasts of 13c for 2017 rising to 14.5c in 2018 with 8c dividend forecast for 2018

[cg8riverside] 04/8/2017 16:09

Just rereading Berenbergs research note which I picked up at the last Investor Presntation in March down at their HQ... Compelling stuff

[cg8riverside] 04/8/2017 16:01

Unfortunately SCSW were stopped out of their position in December. Innocent sale of shares by an insider triggered a drop to 85p if I remember correctly. Quickly recovered. Could be an idea to drop them an email suggesting they hop back on board, plenty of upside left here in an exponentially growing market

[malcolmmm] 04/8/2017 16:01

I think SCSW said although they have dropped cover that they would keep an eye on XLM and comment

[rivaldo] 04/8/2017 15:31

Cheers eagle eye, you have a better memory than me! Good to see the share price rising nicely in any case.

[eagle eye] 04/8/2017 14:38

Hi rivaldo,
SCSW dropped update cover in March 2017, so unless it's a re-recommendation, I wouldn't expect anything.

[rivaldo] 04/8/2017 13:41

Hopefully tomorrow's SCSW will have an update on XLM following the H1 trading update, which came out just after the last issue.