Xlmedia Share Discussion Threads

[panic investor] 23/11/2017 22:07

Villarich all depends where you put the money and what happened with it !

[malcolmmm] 23/11/2017 18:58

Unfortunately I didn't buy many DOTD at the time so concrats are not in order, but the gain is nice to see on the share list

[villarich] 23/11/2017 18:47

Well done MAL, must have taken some balls to hold on for a 7 bagger. I'm relatively new to investing, having managed my SIPP for coming up to 3 years. One thing I've learned to my cost is to hold on to the winners.I've held and sold out too early on BOO (bought at 34, sold at 110) and PRSM (bought at 250, sold at 490). Still made a profit though which is a bonus.

[panic investor] 23/11/2017 17:29

At least he didn't mention money ! Well done chap - always good to see a winner

[danieldanrichardson] 23/11/2017 17:14

Congratulations Malcolmmm. We all salute you.

[malcolmmm] 23/11/2017 16:10

My 2 favourite shares XLM and DOTD up 700% since I first bought in at 12.70p in 2012

[busterdog2] 23/11/2017 11:16

From Twitter, @GrowthStocksUK

XLMedia broker upgrades
2017 EPS forecast increase from 0.14 to 0.15 increase of 7.1%
2018 EPS forecast increase from 0.15 to 0.17 increase of 13.3%

2017 EPS Forecast 0.15 EPS Growth 25.0% PER 15.7 PEG 0.63
2018 EPS Forecast 0.17 EPS Growth 13.3% PER 13.9 PEG 1.04

[alphapig] 23/11/2017 10:31

Big jump in the ask, from under 182p to 184.9p, may have taken some by surprise!

[santangello] 22/11/2017 22:49

I agree Morph, the metrics here are hugely worth continuing to invest in.Still ridiculously undervalued at these levels, with predators a serious worry for me.Looking forward to the next numbers, a rerating and juicy dividend increases.I primarily invested here for income, and have been pleasently impressed with the capital development and now pound cost average my regular purchases as Broker targets keep increasing and the company keeps delivering.Long here, and VERY happy to be so.

[cg8riverside] 22/11/2017 15:21

Ory's formula is to always manage expectations. Expect continual outperformance across all metrics. Personally looking forward to the dividend reaching 10p per share in the medium term. Been in this from shortly after IPO and feel I have a good read on things. My spidey sense is currently telling me there is more news to come from XLM this side of Xmas.

[morph7] 22/11/2017 14:27

Croasdalelfc, the (total) final dividend for 2017 was 0.059 pence (using today's exchange rate), so Im not sure where you get 5 cents from.

Ref profit, 28.8 mill sterling you wrote above. I can see us being significantly ahead of this number. As Simso said in post 6430, we made 15 mill sterling in H1. The H2 is usually stronger for us so make your own assumptions there.

If we hit pre tax 32 mill sterling for the year end, at today's price of 181p that gives XLM a PE of 11.5 (excluding our cash pile).

Its not very often you come across a growth company for this price.

[croasdalelfc] 22/11/2017 11:34

Also that would give a final divi of $0.05 or thereabouts

[croasdalelfc] 22/11/2017 11:23

Cenkos are being conservative . I would say EBITDA $49m and Profit after tax $39mThis is on revenue of $140m EBITDA margin of 35% (H1 34%) and profit after tax being 80% of EBITDA (H1 was 84%)$39m/1.35 = £28.8mEPS = 28.8/204 = 14Am I missing something?

[eagle eye] 22/11/2017 10:03

The new Cenkos EPS forecasts are 11.4p for this year and 12.8p for next, so the upgrade is 9.6% and 15.3% respectively.
The prospective PER for 2018 is therefore x 14.2 based on a share price of 182p.
The 6p dividend (based on 50% payout) is an added bonus.
Please check your own figures.

[villarich] 22/11/2017 09:56

Hardly a sharp retrace though is it when you put into context. 14% up yesterday (after being 4.5% up on Monday), then down 4% today.People will be taking profits after making 20% in two days.

[mount teide] 22/11/2017 09:22

Normal market dynamics for growth shares that may have tripled over the last 18 months.

Buy and hold would have tripled your money, while a short term trading position with a 15% trailing stop loss would have been stopped out at least 8 times.

[pshevlin] 22/11/2017 09:15

Always get a large markdown on a smallish number of shares traded.Opportunistic mms.

[oneillshaun] 22/11/2017 09:08

well look at the history Xl media when they put out good news the following day we always get a sharpe rebound, and takes ages to regain the loss not being negative just stating how it is.

[xajorkith] 22/11/2017 09:02

Not sure what you mean oneillshaun.

No surprise to see a modest pull pack after such a strong day yesterday - some banking profits no doubt.

Nothing goes up in a straight line & an opportunity for others to add if they missed the boat yesterday.

Only pattern I can see is a business that's going from strength to strength & an share price that's almost doubled in the last 12 months.

[stuart37] 22/11/2017 09:02

Good news yesterday resulted in a 14% rise - don't recall any drop......
There's all kinds of investors out there and some even like to take profits......!!

[oneillshaun] 22/11/2017 08:38

and the gains slide away, this is a killer every time we get good news we drop, i guess there is a pattern showing.

[busterdog2] 22/11/2017 08:32

Paul Scott seems to be turning positive on XLM, hard not to given their track record.

[scooper72] 21/11/2017 23:54

Well good lesson for me. I sold via a stop loss as it dropped to keep a minimum £2k profit but only bought back in with £5k at the 150p stage. Wish I had gone back in bigger. Did at least open a long spread bet which has made me £500 today. But should probably bite my lip tomorrow and buy at least another £5k at the new 180p plus price.

[rivaldo] 21/11/2017 23:06

Good to see the IC onside today - hopefully in Friday's print edition too:



"Tip Updates 8 hours ago

XLMedia smashes expectations… again

Tip Update: Buy at 186p

XLMedia (XLM) can do no wrong. That is, if you excuse its morally ambiguous business model, which sees it attract customers to gambling websites via a portfolio of click-bait-style websites. But from an investor’s perspective, the online media specialist is a storming success. The shares rose another 14 per cent on the news that adjusted cash profits in the year to December 2017 will be “materially ahead of expectations”.

To a certain extent, it’s external expansion that has driven the performance. The Canadian financial services website Greedyrates has enjoyed a particularly successful run since it was acquired in January. Organic growth is driven by the publishing division, where strong demand has helped expand margins.

IC View

The shares are up more than 80 per cent in the past year, but still trade on 16 times forward earnings. Too cheap for a fast-growing company with a great yield and solid free cash flow. Buy."