Xlmedia Share Discussion Threads

[tomstone12] 14/8/2017 10:12

market cap is ~350MIL US and this cost 7MIL how do you reach 10%?
you keep throwing out comments that are very easily rebutted, check facts maybe before posting?

[eh9] 14/8/2017 10:02

It is almost 10% of market cap and a significant amount of cash on the bs therefore it would be unwise not to have disclosed

[tomstone12] 14/8/2017 09:51

EH9 not true --> hxxp://www.mainmarketaimguide.com/additionalresources/appendices/appendix-vi

there are thresholds that need to be passed for any / full disclosure. In case they are passed they would have to be much more specific. in this case its quite obvious the asset didnt pass the threshold, hence they chose to update us.

[eh9] 14/8/2017 09:49

It's a legal req to update the market on acquisitions.

[tomstone12] 14/8/2017 09:29

funny thing is, they chose to update the market about this acquisition which obviously means they didn't have to (if they had to would be a lot more financials there)
I assume the reasons is not to show the PE multi they paid for competitive reasons. And yet there were always be those that will find a negative :)

[croasdalelfc] 14/8/2017 09:17

There is an investors presentation on the 12th - hopefully will smooth a few of the worried well

[tomstone12] 14/8/2017 09:02

great acquisition IMHO.
Earnings enhancing probably means that it was acquired at a lower P/E then the one they are trading on which I imagine is much more valuable then interest.
Ory has stated in many occasions that he likes the US financial services and this ties in nicely.
Regarding betting in the US, again, I trace back to what Ory said in the last PI meeting that it will be quite some time until we see a large market there and XLM are interested in growing their US business in other sectors in the meantime.

A point worth making (again quoting the XLM team) that from XLM's viewpoint, their "machine" and optimization engine can easily cater to many different products.

[malcolmmm] 14/8/2017 08:58

Another good acquisition .Sold most of my PAYS to invest here 10 days ago to add to my holding , looking forward to another juicy dividend

[acamas] 14/8/2017 08:44

Only time will answer that question. I would hope they have a north American expansion plan. A price comparison site should offer opportunities to grow that area of the business. Maybe XLM will turn out to be the holding company who will look after these smaller acquisition whilst they develop

I thought their main aim in USA was betting software when legislation is approved by The Senate

[adamb1978] 14/8/2017 08:23

Announcement is more telling by what is doesnt say that by what it says. 'Earnings enhancing' is pretty much meaningless given that this will be financed by existing cash resources, so all we know is that the earnings from the acquired company will be greater than the lost interest from the acquisition consideration. Hardly a high hurdle!!!

I come back to the point which I made when XLM started to diversify that my main concern about this is that they dont end up with a rag-tag bunch of minor assets, none of which will be long-term winners, and that it might actually be better to make one more meaningful acquisition instead and of a company with an established brand and market position. It would be nice if there was a clearly communicated strategy regarding how these various small acquisitions were meant to be knitted together...or a statement that they're not meant to be and that XLM will end up being a portfolio of unrelated assets like this with few operational synergies.

[cheshire man] 14/8/2017 07:19

14 August 2017


For immediate release 14 August 2017

XLMedia PLC

("XLMedia" or the "Group" or the "Company")

Acquisition of a US financial services review website

XLM strengthens financial services footprint and broadens North American reach

XLMedia (AIM: XLM), a leading provider of digital performance marketing, is pleased to announce the acquisition of www.Moneyunder30.com ("MU30"), a US focused price comparison website for financial services, for a total consideration of US$7 million. The acquisition will be immediately earnings enhancing from completion.

[panic investor] 13/8/2017 22:35

Blimey it's all kicked of here then - good grief !TCM lol - that's heading to zero / suspension

[armunro] 13/8/2017 22:32

Well Israeli companies have been found to be dodgy before. But then there are good companies like TAP. XLM numbers have me interested through. 2016 turnover 100m but 25m profit? Thats good margin.

[superadams] 13/8/2017 17:08

I think Napoleon might be linking TCM and XLM because of their Israeli connection. Trying to tar XLM with the same brush.

[housemartin2] 13/8/2017 16:54

Will XLM manage to achieve similar margins with the new Verticals as they have with Gambling ? I think this is a concern. Any views ?

[morph7] 13/8/2017 14:48

Thanks for your thoughts Napoleon. Now here are some of mine:Xlm has a moderate rating. Xlm has cash in the bank. Xlm diversifying well. Xlm making money across all sectors. Xlm decent yield. Xlm trading ahead of management expectations I'm watching football and would love to write more but alas, the game is on!

[bc4] 13/8/2017 13:10

Very interesting but nothing to do with XLM, Try to keep up with the script!

[napoleon 14th] 13/8/2017 13:06

If by "interested" you mean "invested", you are right.
However, interested can happen without being invested, & if it didn't, how would people find those shares they actually decide to buy?

The sector is interesting, but has its' "aspects". I've been there, done that etc....
Where I'm looking closely is this salient aspect;

hxxps://www.shareprophets.com/views/30917/kerboom-the-full-shocking-dossier-new-fraud-revealed-this-is-why-telit-is-globo-mk2-and-why-it-is-going-to-0p

If you have access to the self-styled "Sheriff of Aim"'s website, it could be worth a read (although I don't like the guy at all, so I don't subscribe).
All happens to be sector related. Foreign AIM.
You can play deaf as long as you like!
Stay off the bottle mind-set.....

GLA.

[busterdog2] 13/8/2017 12:45

I'll drink to that.... might have a Napoleon brandy?

[bc4] 13/8/2017 10:56

I find it strange people who are not interested in XLM find their way on the BB for XLM maybe that is why nobody is keeping up with the script!

[napoleon 14th] 13/8/2017 00:10

Certainly not! Neither a few, nor even one - I did just say:
"XLM not for me anyway, regardless of Trendwatch's positive write up."

Do try to keep up with the script!

[busterdog2] 12/8/2017 11:51

You had a few Napoleon?