Xlmedia Share Discussion Threads

[malcolmmm] 05/4/2018 09:41

Bid 164.1p Offer 165.5p techs seem to be recovering , 170p by this afternoon perhaps

[pazzuzu] 05/4/2018 09:39

Which might I add, if these were not all controled bits selling then a wave of pis have beeb ditching at a loss, I can't belive they have all been in profit. But I hope your post was not premature and has jinksed this. For disclosure to you shaun I want this to go up, I couldnt of I lose on my short, I hope the the trend has been well and truly broken. I'm waiting for Santiago to comment as he seems to be able to call it bang on

[santangello] 04/4/2018 16:26

Shaun, you give me the impression (from here) as a shrewd, long holding and educated investor.I am merely airing a view, one which I believe in, but in no way would endorse it or aim to influence anybody regarding placing their hard earned cash into a stock.I am, however, a very successful PI and with XLM , heavily invested here. I will be continuing my average purchasing, not just yet (see my earlier post) and as a company, have absolute confidence in it, it's Board and the future performance of its share price.If, as I suspect, you have some or all of the attributes I possess regarding both investing and XLM, I would add into your SIPP with confidence.....that is only my opinion though.Cheers for now.

[oneillshaun] 04/4/2018 15:53

Santangello - i was looking for a cheap top up for for my SIPP but not today will hold out this week and see what happens.

[santangello] 04/4/2018 13:45

Still no confirmation that the automated bot has changed direction.3 times of late the programme gives 3-4% back, but only on one day, then the walkdown continues.Think we need 2/3 days of blue/unchanged to start seeing any reversal. Those days should see chunky buying too if my theory holds.Long term I am not concerned, and sadly I can't add at present, but if the above scenario plays out, I would advise the wise to pile in, as an upward retrace should be fairly aggressive.We'll see, it is only a theory....imho.

[seans66] 04/4/2018 12:33

I would rather XLM buy the right business (es) slowly than the wrong business quickly (especially because of share price weakness). Also I agree that 2.5 months is not a long time in the acquisition process. Deals usually take 6-9 months in my experience.

[jimmywilson612] 04/4/2018 12:06

Why are people concerned that no acquisition has taken place?

Surely this shows how well run the company is - not interested in buying the wrong business/website or buying at the wrong price. Just because they have money, doesnt mean they have to spend it on expensive or risky investments.

There will ALWAYS be business opportunities that come to XL Media - it's the directors job to ensure we invest in the right business at the right price.

CEOs with big egos will always look to BUY BUY BUY and get the business in the spotlight. Just look at CVR - they went shopping and bought big then it came tumbling down quick.y

[oneillshaun] 04/4/2018 11:21

largeronald - thanks for the feedback i will share this with my current CEO and get back to you with his comments.

[largeronald] 04/4/2018 10:47

If it takes you 6 months to work out whether a company you're planning on buying is telling you porkies or not, I'd suggest you're in the wrong job.

[oneillshaun] 04/4/2018 10:44

largeronald - 3 large ones in the last 6 years all gaming related.

[largeronald] 04/4/2018 10:33

oneillshaun - from your comments I'm guessing it's you that has never been part of a significant acquisition deal.

[oneillshaun] 04/4/2018 10:27

largeronald - have you ever been part of a significant acquisition deal? I am guessing not, 2.5 months is nothing. I would rather Ory and crew have the money in place and spend 6 months doing quality due diligence than just rush things just to make the likes of you happy.

[largeronald] 04/4/2018 10:09

oneillshaun - courtesy of the fundraising RNS:

XLMedia (AIM: XLM), a leading provider of digital performance marketing, is pleased to announce its intention to conduct a placing of up to 16 million new ordinary shares in the Company (the "Placing Shares") to fund its ongoing acquisition strategy (the "Placing")....

...The Board has identified a strong pipeline of acquisition opportunities and is in various stages of due diligence with respect to several of these opportunities, although there can be no certainty that these will lead to successful acquisitions in the near term. The Board therefore believes the Placing will better position the Group to take advantage of the opportunities as they become available.

This was over 2.5 months ago, so it looks like none of those in due diligence have come to fruition.

[joe moat] 04/4/2018 09:07

Here, the internal dealings since WebPals Enterprises Limited Partnership sell off:

Ory Weihs CEO A 1,49 50.000 3.04.18 74.500
Ory Weihs CEO A 1,798 33.800 19.03.18 60.772
Ory Weihs CEO A 1,715 23.250 5.02.18 39.874
Ory Weihs CEO A 1,81 27.322 2.02.18 49.453
Ory Weihs CEO A 1,868 26.737 2.02.18 49.945
Ory Weihs CEO A 1,88 31.650 18.01.18 59.502
Ory Weihs CEO A 1,61 30.000 10.11.17 48.300
Ory Weihs CEO A 1,66 30.120 3.11.17 49.999
Lavi Inba (CEO Webpals) A 1,6 199.248 20.10.17 318.797
Lavi Inbal(CEO Webpals) A 1,59 50.000 19.10.17 79.500
Ory Weihs CEO A 1,57 63.508 18.10.17 99.708
Ory Weihs CEO A 1,36 36.764 22.9.17 49.999
Ory Weihs CEO A 1,35 148.148 11.9.17 200.000
Ory Weihs CEO A 1,28 41.700 16.5.17 53.376
Lavi Inbal(CEO Webpals)A 1,27 10.000 16.5. 17 12.700
Ory Weihs CEO A 1,1 1.000.000 28.3.17 1.100.000

[acamas] 04/4/2018 08:42

It is a nice start but I shall be out most of today PROBUS meeting a m Gym after lunch I am rowing 6500 meters every other day to lose my midriff. So I will look in but not post wont have time

[oneillshaun] 04/4/2018 08:37

Anybody have Ory's average price asking for a friend....

i am guessing nobody will post now as we are up today.

[malcolmmm] 04/4/2018 08:31

Although bread and butter shares like Fulcrum Utility services recommended in the Times and by RB seem to do well in this sort of market

[malcolmmm] 04/4/2018 08:26

I couldn't resist buying early this morning, nice bounce back in the DOW

[croasdalelfc] 04/4/2018 07:55

Ory has bought 11 Times since Sept spending 800k on 500,000 shares That is significant

[oneillshaun] 03/4/2018 21:24

largeronald - I am not sure why so many people expect an acquisition to happen just simply because the company raised money.

[largeronald] 03/4/2018 19:43

With Ory buying it looks like no acquisition lined up...

[panic investor] 03/4/2018 18:46

Sensible post - totally agree

[oneillshaun] 03/4/2018 18:44

Acamas - I know Ory pretty well and no way on this earth he wants 200p he sees things way bigger than that everybody does.

But with this kind of drop a cheeky buyer could come in, i have said it in the past i could see 100 great reasons why GVC would be all over us and this price would be a steal, not just GVC also Playtech. For other like Gaming Innovation Group and Catena we are beyond there reach.