Xlmedia Share Discussion Threads

[rivaldo] 21/8/2017 14:32

Nice £58,000 buy at lunchtime at 130.86p, well above the published 130p offer price. Nice and keen.

[rivaldo] 21/8/2017 07:33

Berenberg have reiterated their Buy and 170p price target:

[eagle eye] 18/8/2017 10:59

It's all very irritating.
IC should check their figures before going to print.

I've based figures on the Cenkos 9th August note.
XLM's figures on a rolling forward basis to end of August:

FY17 forecast US 13.4c. 4/12th of 13.4c is 4.5c (rounded up, actual 4.466c)

FY18 forecast US 13.9c. 8/12th of 13.9c is 9.3c (rounded up, actual 9.266c)

4.5c + 9.3c = 13.8c divided by US $1.29/£ is circa 10.7p

Current share price 130p

130p divided by 10.7p is a rolling forward PER x12.1

[paleje] 18/8/2017 09:48

We like XL’s expansion into increasingly high-quality business areas and revenue streams and think the shares, at 133p and trading on 10 times forward earnings, fails to take this into account. Buy.

IC this week.

[rivaldo] 17/8/2017 14:45

Been on hols and XLM have made two acquisitions in that time :o))

Great stuff. Not only mopping up minority interests, but also diversifying further into financial services, which the markets will like. Immediately earnings-enhancing too.

Up on almost 1.7m shares traded today. Looks like a mid-season hiatus with the markets at rest.

Given the excellent trading update, and with results coming soon on 11th September, there has to be a run-up between now and then and hopefully afterwards too from this cheap rating.

[igoe104] 17/8/2017 07:30

Looking at the trades some fund looks to be offloading ?

As soon as it clears, the share price will spring back up.

[oneillshaun] 16/8/2017 22:21

Dacian - what are you talking about? "climbing the wall of suspicion since ipo" have you any clue about the people/companies that have bought into XL media? Do you have any actual real knowledge of the company?

It seems you have little of no clue about Xl media so go and do some fact checking this company is 100% legit and so are the people that are running it.

I 100% believe in XL media but to be honest I believe in Ory and the others behind XL media way more.

If i had more cash right now i would be buying more but i think a 50k buy today shows my feelings.

[slaccs] 16/8/2017 16:27

Fozzie - Good for you. I hope we all make a few pennies.

[fozzie] 16/8/2017 15:16

Slaacs just fed up of seeing this story repeat every three to six months. I have held since 40p so am in for free after top slicing along the way.

[cg8riverside] 16/8/2017 13:58

Wholeheartedly recommend attending the presentation for private investors at Berenberg HQ on Tues 12th Sept at 5pm. Last one in March was very informative.

[slaccs] 16/8/2017 13:54

Calahan - Thanks for that. I couldn't remember. It was something I'd rather forget!

[calahan] 16/8/2017 13:39

@ slaccs - Globo was Greek, not Israeli.

[slaccs] 16/8/2017 13:34

superadams - I have high hopes for XLM but it is being tarnished by the same brush. The scandal at TCM certainly hasn't helped.

fozzie - don't be blinkered. You obviously haven't suddenly had thousands wiped off your investments but there are co's out there now that are total scams they just haven't been found out yet. Look how long Madoff got away with it!

[twistednik] 16/8/2017 13:17

In TCM profit is an illusion and it generates no cash. I don't know much about the Globo fraud.

XLM is clearly profitable, fast growing and throws off cash flow for dividends or earnings enhancing acquisitions.

The question is more around sustainability of this cash flow as the business model is a little opaque and historical reliance on online gaming (much of which is in a regulatory grey area) coupled with the Israeli factor would have put investors off.

I've been holding (not a lot unfortunately!) since 40p and considering topping up on weakness.

[fozzie] 16/8/2017 13:11

every few months we have to have this Israeli thing brought up again, the share price dips and then continues on its way again. Let the knicker setters sell and then we can move onwards and upwards to a more reasonable valuation.

[superadams] 16/8/2017 13:07

Slaccs- I am the same boat - held both Globo and Telit but I am reassured here by the UK Chairman. FWIW.

[slaccs] 16/8/2017 12:51

I got stung with Global. That was Israeli if I remember correctly. I sold my shares in TCM immediately after. XLM is my first purchase since but I am keeping a very close eye on it and trying to do as much research as possible.

[gargleblaster] 16/8/2017 12:38

I reckon current weakness relates to on-going Israeli/Telit reverberations. I would top-up if now I was not already heavily invested.

The further financial services acquisition is in keeping with the company's intentions that were covered in their March webcast - so I can't see an issue with "bits and bobs" - should all be easily integrated imv. The minority purchase of Marmar seems to also be good news - why would they buy the minority balance if the original purchase was not already working?

[santangello] 16/8/2017 12:07

Agreed....don't see the logic for selling at this time, but each to their own.

[oneillshaun] 16/8/2017 11:32

this is horrific but a great time to pick a few more up. I just added to my SIPP 38,835 shares.

[santangello] 16/8/2017 08:03

Delighted to 'steal' more at 1.3197/8 at the bell last night and the open today.Expect traders to arrive now, T+20 spans results....

[panic investor] 15/8/2017 09:01

Pretty sure if that too