Share Name Share Symbol Market Type Share ISIN Share Description
Xlmedia LSE:XLM London Ordinary Share JE00BH6XDL31 ORD USD0.000001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -8.00p -4.32% 177.00p 176.00p 178.00p 185.00p 176.50p 185.00p 480,490 15:10:50
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 83.9 25.1 9.7 19.7 390.02

Xlmedia Share Discussion Threads

Showing 7851 to 7873 of 9075 messages
Chat Pages: Latest  315  314  313  312  311  310  309  308  307  306  305  304  Older
DateSubjectAuthorDiscuss
15/1/2018
16:53
So the new acquisition made revenues of e1.66m last year with e500k estimated in the transition quarter so full years rev should be in excess of e2 million so decent earnings growth here even before any synergy savings.
superadams
15/1/2018
16:40
I think with this acquisition (which I think with the earn out growth will end up much cheaper then "we think") , the organic growth momentum every year and more acquisitions to come we have a long way to go share price here. Happy 2018 to all XLM holders :)
tomstone12
15/1/2018
16:35
US investors/market far better understand how to value fast growing technology companies - even the London market doesn't really understand them and so prices most of them accordingly.
mount teide
15/1/2018
16:30
I dont think TAP nor XLM would meet the listing requirements for Nasdaq. Best bet would be to move the company to the UK - stay on AIM but move their head office here and become tax domiciled etc here. Appoint a London based, non-Israeli CFO and head of Investor Relations etc, as well as some other support functions (head of legal etc). Fine to leave the operational centre in Israel though. Rightly or wrongly, Israeli companies trade at a discount but the upside to the share price from losing that discount is massive (100% upside?). The figures which these guys have consistently produced are superb but the market hasnt rewarded them in anything like the same way as a UK company which delivered the same results - unfortunately its not rationale to believe that the market will suddenly change its view. That said, the investment case still holds without them moving to the UK...but that move would be a huge huge kicker to investor returns
adamb1978
15/1/2018
16:15
From the MF earlier today"Over the past year, shares in XLM Media (LSE: XLM) have powered ahead as the company has smashed expectations. Indeed, at the end of November, in a post-first-half trading update, the marketing services firm announced to investors that adjusted earnings before interest, tax, depreciation and amortisation for the full year will be "materially ahead" of current expectations following a few strong months. Organic growth has been complemented with acquisitions, and today the firm announced yet another deal as part of its long-term growth plan. Specifically, the company has acquired some leading Finnish gambling-related informational websites from Good Game Ltd for a total cash consideration of up to €15m. These sites reportedly "provide visitors with useful information such as reviews of online casino websites, comparison of promotions offered by different brands and information on payment solutions." And it seems to have paid a fair price of around nine times EBITDA. XLM itself is trading at a multiple of over 10 times EBITDA. Management expects the deal to be immediately earnings enhancing. From strength to strength This deal should lead to yet more earnings upgrades for it. Over the past few months, City analysts have consistently upgraded their outlooks for the company as it has gone from strength to strength. Right now, analysts are expecting the firm to report earnings of 11.3p per share for 2017, up from just 10p at the beginning of the year. If XLM hits this projection, then the group will have grown pre-tax profit threefold in five years. And analysts believe that this can continue with growth of 10% or more per annum pencilled in for the next three years. Based on XLM's historical performance, I believe these figures will turn out to be conservative, and shareholders could be in for a much faster expansion in the years ahead. With this being the case, I believe that the group's valuation of 17.8 times forward earnings seems appropriate. There's also a yield of 3% on offer for investors. "
morph7
15/1/2018
15:18
The upside of this is that we have all been able to top up our holdings on decent PEs and div yields.
superadams
15/1/2018
14:43
Have a look at the current valuation of Catena it is a perfect example, if we had listed in Sweden we would be around 700m GBP.
oneillshaun
15/1/2018
14:22
one - exactly, Taptica has exactly the same problem with Aim and Israel I posted on the TAP thread recently a comparison of market valuations between TAP and Tremor Video the US listed company TAP bought the demand site platform assets off last Autumn - spells out clearly the issues and why I expect TAP to look for a US/Nasdaq listing now something like 85% of their revenue is generated in the US: 'When Tremor Video IPO'd in 2013 the business raised $70m and had a market cap of $494m After selling it's loss making ($(1.3)m a year on $137m revenue) demand side platform to TAP for $50m late last year and renaming itself Teleria, the pure play sell side business reported third quarter results in mid December - Revenue and adj EBITDA were ahead of guidance: Revenue - $12.7m against guidance of $12.0-12.5m - Guidance FY17 $44m Adj EBITDA - $0.5m against guidance of $(0.5m)-0m - Guidance FY17 $(6.6)m LOSS Taptica currently has forecast revenue for 2018 of circa $330m and EBITDA of $38m. TAP's current AIM market cap is $392m, while Teleria has a market cap of $225m What valuation could fast growing, highly profitable and cash generative TAP command with a US listing now the overwhelming majority of its revenue is generated in the US? A $billion valuation (£12 a share) would not look stretched compared to the likes of Teleria and most of the US tech industry.'
mount teide
15/1/2018
14:07
superadams - i dont think that has anything to do with the business i think it is more to do with AIM and Israel.
oneillshaun
15/1/2018
13:08
L2 strengthened considerably after a surge of continuous heavy buying totally 330k shares hit the offer during the last hour
mount teide
15/1/2018
13:08
oneill, don't get me wrong, am not unhappy with this deal but XLM does have a rating issue because of its gambling exposure doesn't it ?
superadams
15/1/2018
11:08
superadams - hardly a negative, XL is looking to buy quality assets that make money, if you hate money stay away from gaming. In gaming right now there are a lot of solid affiliates that are worth around the 3 to 10m euro level a lot of these guys are being picked up by Catena and Raktech and Gaming innovation group but XL is just very cautious i for one am really happy about this deal.
oneillshaun
15/1/2018
10:53
Only negative is that it is gambling related when I thought the strategy was to diversify further away from this sector. Still, a good opportunity is still a good opportunity.
superadams
15/1/2018
10:42
I thought the chart was already looking like a buy point so this is a further kick in the right direction. For me such acquistions are a nice use of cash. This will enhance forward forecasts without effecting the MC...and therfore lower the PER and PEG ratios. The strength of cash conversion and lack of debt should enable plenty more of similar opportunities to be considered. One to hold and run for while I think.
thorpematt
15/1/2018
10:26
one line I picked up there that I liked is: " contingent on significant growth in performance of the Acquisition during a period of 6 months"
tomstone12
15/1/2018
09:35
I love this acquisition of Good Game i know the founders of Good Game very well, this a solid business with a couple of good guys behind it, they have grown a lot in the last 10 months and are a solid affiliate in the Finnish market. Cool things is this company was built with cash from when Catena bought there previous company. Great job by the XL media team lets hope for some more cheeky acquisitions like this one.
oneillshaun
15/1/2018
09:29
They make good use of their cash with expanding their asset base, well run company IMO.
owenski
15/1/2018
09:27
A man with a plan........ "We are seeing good opportunities to buy additional assets in our key verticals, and we plan to continue acquiring domains and websites as part of our ongoing growth strategy."
melf
15/1/2018
09:20
................earnings-enhancing acquisition........delicious.
santangello
15/1/2018
08:28
Looks another very good acquisition at an attractive price.
mount teide
15/1/2018
08:21
A great RNS but little movement on the news! Either nobody is awake or they are all digesting news regarding Carillion this morning?
the juggler
15/1/2018
07:33
Excellent - a new heavily earnings-enhancing acquisition for €15m from the cash pile, with a minimum €1.25m historic EBITDA: Http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/XLM/13495576.html And perhaps more on the way: ""We are seeing good opportunities to buy additional assets in our key verticals, and we plan to continue acquiring domains and websites as part of our ongoing growth strategy."
rivaldo
12/1/2018
10:08
The Juggler, thanks for that. Does anyone/organisation collect these figures, fron RNS notifications for example, and make them available for all listed companies? If not, I guess one needs to look at each listed company individually.
farmergeorge
Chat Pages: Latest  315  314  313  312  311  310  309  308  307  306  305  304  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:30 V: D:20180527 08:11:14