Xlmedia Share Discussion Threads

[bugrit] 19/2/2018 13:22

gargleblaster, just to be sure, those forecasts are for _increases_ in earnings, remember.

[belo horizonte] 19/2/2018 12:49

Obrigadinho Rivaldo.

[oneillshaun] 19/2/2018 11:41

Thanks Rivaldo.

[gargleblaster] 19/2/2018 11:25

On reflection the key selling point of the Forbes article, is that they think xlm is a "cut price corker", despite the absurdly low earnings forecasts (imv) of 7% & 2% for 2018 & 2019.

[gargleblaster] 19/2/2018 11:16

Thnx for article riv. Things seem to be back on track - hope no-one got shaken out in the turbulence!

[the juggler] 19/2/2018 10:57

Thanks Rivaldo for the Forbes article, I had not seen it. I will take it as a good sign if the share price keeps rising pre-results. We don't have long to wait now!

[rivaldo] 19/2/2018 10:27

Good to see Friday's bounce continuing.

Whilst I was on hols last week, XLM were tipped here as a Buy before the March 13th results:



"XLMedia

I believe share selectors should consider snapping up XLMedia before next trading details are released on Tuesday, March 13th.

Back in November the digital marketing specialist advised that it “has continued to trade strongly since the half year end” and that, as a consequence, it predicted that adjusted EBITDA for the full year would be “materially ahead of expectations.”

XLMedia noted that this strength has been broad based, with strong organic growth being reported across the company. And the group is in great shape to enjoy booming sales in the years ahead as it bulks up its presence in the lucrative territory of North America, a region the firm considers a “major opportunity... to grow in various verticals, such as financial services, cyber security, mobile apps and, as markets increasingly regulate, online gambling.”

Accordingly City analysts expect XLMedia to record earnings rises of 7% and 2% in 2018 and 2019 respectively, figures which result in a forward P/E ratio of 14.6 times, inside the widely-accepted value benchmark terrain of 15 times or below.

On top of this, juicy dividend yields of 3.4% and 3.8% for this year and next provide an extra reason to check XLMedia out."

[oneillshaun] 18/2/2018 10:32

It would just be wonderful to have our heads above 200p again, still looking for 300p for Dec 2018.

[panic investor] 16/2/2018 19:17

Having said that it was probably the last of the sells - but as I say don't base decisions on Advfn data - ever

[panic investor] 16/2/2018 19:16

Never believe trade data in Advfn

[wetdream] 16/2/2018 17:42

Trades data shows 680k sell at 175p at 2.06pm
But chart doesn't back it up.
Weird.

[mount teide] 16/2/2018 15:14

Moving up on modest buying pressure this afternoon.

L2 2 v 1 - 182p v 185p - then Scap on 188p and the rest on 189p or above

[igoe104] 16/2/2018 13:53

Thats probably the overhang cleared now, over 2.5 million shares traded in 1.5 sessions.

[oneillshaun] 16/2/2018 13:43

#isorybuying

[oneillshaun] 15/2/2018 15:56

igoe104 - Ory will have to unleash some fireballs to the market to get us even close to the highs of the last 2 months.

[igoe104] 15/2/2018 14:05

lots of share volume today 1,777,620 so far, probably in anticipation for next months update which we know we be excellent as always. should be back over £2 a share this time next month, as long as markets aren't completely bonkers.

[morph7] 14/2/2018 16:10

Deb, I wouldn't worry to much about what is showing as a buy and what is a sell. Many trades are mixed up depending on the actual price being paid. Info is unreliable and hence pretty useless.Keep the faith. This is a top holding with great cashflow and management to boot.

[hootza616] 14/2/2018 15:26

hxxps://cryptodaily.co.uk/2018/02/stellar-xlm-best-performing-cryptocurrency/

[debno] 13/2/2018 16:58

Why did'nt the price rise with more buys than sells? Well , better luck for tomorrow...

[scooper72] 13/2/2018 07:32

Thnx Melf. Looks like info here is more reliable than my Times subscription

[gargleblaster] 12/2/2018 22:28

Agreed Melf - prelims 13th of March.

Looks like the share price is starting to settle down after the market turbulence/cash raise, but still below the level it went up to following the TU. And that despite 3 separate buys by Ory, and the further statement that all was on track. Back on long term trendline, so all looks set fair/buying oppo imv!!

[melf] 12/2/2018 18:35

I believe results are due on Tuesday 13th March. See the notice of results RNS.

[scooper72] 12/2/2018 17:54

Times says in their business need to know section looking ahead to the rest of the week that XLM have finalResults for the year coming out tomorrow - Tuesday.

[cg8riverside] 12/2/2018 17:22

PART 4

Ory stressed that more and more companies are moving to performance based 'Revenue Share Models' in relation to their spend on online advertising budgets. This way said company gets a risk free guaranteed return on advertising spend. They only pay when XLM generates a paying customer for them or that customer takes a certain credit card for example or other milestone. It makes sense and I can see mass adoption in future. Companies don't want to throw millions away anymore on marketing with no guarantee of a return. This way they only pay when XLM get them results.

Cash generation just keeps on improving. As of end of June $43million back in the bank ready to be spent on further earnings enhancing aquisitions. When you take off the subsequent int dividend $8mil & acquisitions since then $19.25mil that leaves $23.75mil plus the cash generated since July 1st. Nice.

Ory mentioned in the presentation that he knows the guys at Catena Media to 'go have a beer with'. Catena has tried to replicate XLM by acquiring expensive assets in established markets taking on a lot of debt in the process. They trade on the Stockholm Nasdaq at a PER of over 20. There current market cap is £392 million which is where XLM's will be shortly IMO and thats just for starters. Whilst discussing their merits Ory said that he wanted to see more organic growth from them and proof that they could grow the business in that way. After all XLM has been leaving them standing in terms of organic growth. Afterwards this got my mind thinking why would Ory like to see organic growth from them? One can only wonder about the potential of a merged XLM/Catena Media online performance marketing behemoth. Food for thought I suppose but personally I think they need Ory far more than he needs them. Ory's got the Aces. Onwards we march.

[cg8riverside] 12/2/2018 17:21

PART 3

Was interesting to note that XLM are still well under the radar. In March there were 13 attendees. On Tuesday there were 18. The herd will arrive in due course, all the better for us.

On acquisitions Ory stated they have a constant pipeline of potential. It could be anything from $200k up to $100 million. He is very selective and only adds those assets where he sees real value and return on investment for shareholders. For the first time they are now lining up potential debt financing to increase the growth trajectory if they see appropriate targets. I expect the market would look very favourably on this if it happens.

Inbal went on to explain that when they aquire a website they are able to strip away most of the cost base (staff, old tech) and bring the asset in-house using their proprietary tech which then greatly increases productivity, margins and ultimately profit. I see it as XLM (in Publishing) now having a 'Website money tree.' They can feed in any half decent money making website with traffic into their 'machine' and out the other end pops a leaner, smarter, busier, interlinked, higher margin, tech driven growth asset. And their tech capabilities are growing all the time. Is there a limit on growth such as this? I don't think so IMO.

Cyber Security they see as a future growth engine so Securethoughts.com is a foothold in the space and one they can test the water with.

Chatted to Ory and Inbal in the lift on the way out. They had been all over the City non stop for two days 8am till 6pm. And the following day was more of the same. I assume they were meeting II's and I get the feeling more tier one institutional investors will be coming onboard in due course.