Xlmedia Share Discussion Threads

[croasdalelfc] 22/9/2017 09:20

So does Apples ad blocker on Safari affect XLM? ... maybe a cause of weakness?

[superadams] 21/9/2017 16:12

Just got another couple of K at 138p- luverly Jubbly.

[igoe104] 21/9/2017 08:19

it won't be long before P/I'S have their annual flap about not getting their divi on time again?

[rogash] 21/9/2017 08:09

anybody know the conversion rate?

[eh9] 21/9/2017 08:07

Many thanks safely received on ig

[gargleblaster] 21/9/2017 08:03

Don't panic - ex-div today!

[owenski] 20/9/2017 09:38

Apologies in case this has already been posted, but if anyone has missed it.

Recent results presentation -

[malcolmmm] 20/9/2017 09:15

XLM has held up very well considering last week with eminent interest rate rises announced, was difficult for most stocks.Also taking into account they are going ex

[oneillshaun] 19/9/2017 13:45

It is an awesome company it cant be blue everyday sadly, another 18 months and we will be sitting on 300p plus dividends.

[santangello] 19/9/2017 13:40

Profit takers and non dividend investors leaving the party ??

[mount teide] 18/9/2017 14:02

That 168k at 146p was snapped up in one chunk but 146p seems to have become the new 143p - the price level where a stream of larger transactions is taking place at the mid price.

[mount teide] 18/9/2017 08:55

Someone's keen - just put 168K buy order at the top of the bid at 146p

[rivaldo] 17/9/2017 23:36

Cg8riverside, fantastic posts 5658-5661, many thanks. An absolutely terrific summary of the meeting and the reasons for investing here.

Happy to hold for much, much more upside potential.

[nfs] 17/9/2017 16:42

Cg8-superbThanks

[busterdog2] 17/9/2017 15:27

mrx9000 you were on here in December 2015 banging on along similar lines, since then revenue and profits have improved and the share price has doubled. See you in another couple of years for more of the same.

[panic investor] 17/9/2017 13:03

Firstly you said it would be your last post earlier - failedSecondly you need to learn a little English - to too and two

[mrx9000] 17/9/2017 12:51

dacian: ok I'll definitely make this my last post here as you seem very much like myself. I like opposing views of anything, it lets one stay balanced. I don't mind talking to yourself, but it would be pointless speaking on this board. Anyway let's look at a few accounting bits first...

When I first looked at XLM, it looked to good to be true and yes it ticks boxes in many areas, for example it gets an 8 for a Piotroski F Score and 11 for a Z Score, etc, bloody good numbers, this is where it needs a combination of delving deeper into the accounts and combined with Webpals Enterprises.

Anwyay XLM's 3 years free cash flow margin is expressed as a percentage of turnover and over 3 years it has a figure of -66. Cashflow has been getting better though, at present I get a figure of just over 8. Over 2 yrs it is 0.7 and over 5 years it is just over 5. Not great numbers, Globo for example was 6.

One could say that it has been busy buying up companies such as Greedyrates in Jan of this year etc, however the figures do not add up. Globo did the same which resulted in distorted figures.

Another area that I have not mentioned is tangible fixed assets, what do you make them? I make them at just £1m. Globo for example was £1.9m.

On 2nd Feb 17 Webpals stated that they intend to sell 25 million shares, 12.5% of the company, however on 28th March 17 this changed? Webpals and Israeli VC partners announce that they have sold over 64 million shares and that they hold no more shares.

Does this not ring any alarms for anyone? The relationship between Mr Weihs and Webpals and the history of webpals is one that I suggest one looks into.

Out.

[stoph] 17/9/2017 08:40

When did the CEO sell £6 million worth of shares. Are you referring to the sale of shares by Webpals Enterprises which led to a significant reduction in the level of shares held by Ory of 4.474,006 shares. This was covered in his March presentation and he had no say in the sale and if he had been allowed a say would probably have told them to hold on to them bearing in mind the subsequent growth. He has done nothing but buy shares since.

As for cg8's analysis of the meeting this week, it is accurately detailed and notes the significant points.Thank you.

I would emphasise the conservative approach taken by the company with an Ory saying that they are ready for the US legalisation of gambling but were not expecting anything for 3/4 years. I have been to many presenations but have never seen a ceo as open and willing to answer questions as ORY. If I remember correctly he said that they had 2300 websites with 125 really delivering what they consider significant revenue. The growth is lined up and they can build up the websites for 3/4 years before introducing the revenue producing websites.

I can only suggest that people go to the presentations and see for themselves

[busterdog2] 17/9/2017 08:32

The guys a complete basket case, best to just filter him.

[igoe104] 17/9/2017 07:47

Anybody can sit behind a lap top, and think your the I am (lots of idiots do that.) but can you back it up and put your money where money where your month is ?

You short this, copy paste and post the details here, and I'll be happy to post my long position by doing the same and show my nearly 50k position with XLM.

you don't need to post the personnel bits, just show the trade, value, time etc ?


I'll back my mouth, but can you back yours mrx900 ?

[tomstone12] 17/9/2017 05:25

funny thing about this guy, he doesn't notice the company basically paid back the IPO in the divi's. no doubt there IS cash made there. Let him go short, wont go into the list of his "identified success stories" :)