Xlmedia Share Discussion Threads

[hatfullofsky] 11/6/2018 07:28

Not good but not the end of the world. FY Revenue $130M v consensus of $137M

I think we'll be bouncing off and around 150 until results.

[opodio] 11/6/2018 07:08

After last years dumping of millions by directors, here comes the truth


Timberrrr!!!!!!

[fersan77] 08/6/2018 12:11

Thanks for sharing Oneillshaun,

Again other XLM peer that is trading with high multiples for 18' 20x P/E, 14x EV/EBITDA and 20x FCF (Supposing another 40% growth this year) ! Same happen with Catena... Why XLM can’t be trading close this multiples??

Today we can buy XLM for 11x FCF 18', no debt, 43% CAGR revenues from IPO, aligned management and diversified revenues ( Personal Finances, Gambling, sports betting )

It´s just a matter of time that the market put XLM in his place... Don´t care what happen in the short term with the share price i just care EARNINGS, EARNINGS and EARNINGS!

[oneillshaun] 08/6/2018 09:45

Hei guys

very interesting company has just gone public in Sweden today: Better Collective A/S (BETCO.ST)

I have been working with these guys for year they are also in the affiliate gaming business

[gargleblaster] 07/6/2018 13:24

shaun - don't confuse caring with curiosity hahaha! - (only kidding, am genuinely interested in your views given your knowledge of the industry/business.)plus 500 interesting call - less so lloyds in my book.Good to see today that the xlm share price is showing a bit of pizzazz (as opposed to pazzazu)!

[oneillshaun] 07/6/2018 11:59

Gargleblaster thank you for caring and taking an interest i bought into Plus500 on Monday a little late to the party but still up 6.5% since buying, as well as Plus 500 i took a punt on Lloyds which i have traded a few times slightly up on that trade, i do still have about 40k that i am holding to the side in the hope XL does drop back down.

I honestly wish all share holders well I love the company i really do, maybe a little to much.....

[igoe104] 07/6/2018 11:22

170k buy just recorded, lots of interest still.

[gargleblaster] 07/6/2018 10:59

What does shaun do now? Does he buy back in, or sit on the sidelines hoping the share price will fall again before he buys - or perhaps buy something else?

[busterdog2] 06/6/2018 17:08

A lot of buying into the close. Leaky ship?

[cheshire man] 06/6/2018 16:31

Good to see the turn on the chart at close :-)

[igoe104] 06/6/2018 16:26

Yes, over 2.2 million traded now, hopefully its cleared the overhang and back up to £1.80 plus on the cards.

[rivaldo] 06/6/2018 14:13

Good to see the price moving up on yet more healthy volumes - another 1.6m shares already today.

[calahan] 05/6/2018 16:04

@ MT - Thanks for the updated (corrected) short info.

[mount teide] 05/6/2018 15:46

calahan: thank-you - i wrongly posted the CAML data in place of the XLM data. Will edit post 8037 accordingly.

XLM short position did in fact reduce by 35% between April and May from 0.57% to 0.37%.

[calahan] 05/6/2018 15:16

@ Mount Teide - Two minutes before your post you wrote about the same short percentage reduction happening from April to May on the CAML thread, and in relation to CAML. So either it's a remarkable coincidence that XLM shorts have reduced by the exact same percentage, or you've copy and pasted the wrong set of short data to one of these two threads.

[mount teide] 05/6/2018 13:52

Short position continued its downward trend in May, reducing from 0.57% in April to 0.37% in May.

[the juggler] 05/6/2018 10:24

Thanks busterdog2 I can understand Blackrock's motivation now if they've been in since 49p. Doubtlessly they have plans to place the funds elsewhere to catch a forthcoming meteoric rise.

[busterdog2] 05/6/2018 09:32

I think Blackrock subscribed in the flotation at 49p. Pazzazu ranting on LSE bb now!

[oneillshaun] 05/6/2018 09:12

I am guessing Blackrock had a very low average price so kind of makes sense that at some point they sell, and it has dropped from 220p so maybe a little loss of hope.

[gargleblaster] 04/6/2018 23:57

juggler - downside risk looks pretty much priced-in imv. 2018 forecast growth for revenue and PTP are both less than 5%. With a forecast divi of 3.6% and a PE of 14/15 this is being priced like a utility stock! Another thing I noticed is that this is on a Graham ratio of 1.15 - so it's not that far off the level that the great value investor himself would consider cheap. From an "optimistic" tecky viewpoint the chart is heading up (higher lows, higher highs) if you use the low of 152.50p on 3rd April. A good trading update in July could easily bounce this up to 200p imv.

[the juggler] 04/6/2018 21:56

I am hoping to buy back in at a more favourable price. Two concerns I have are firstly the institutional selling - Blackrock pick some real winners. So do they think it has run its course at this time, a slowing down of growth?
Secondly I see the 50 day moving average has now just crossed below the 200 day moving average. It was a big volume day on Friday and today volume was small, however on both days the buyers appeared to outnumber the sellers - but nothing it seems will make the share price rise.

[gargleblaster] 04/6/2018 21:41

sorry - I seem to be regressing back into childhood - I blame pazzazu!

[gargleblaster] 04/6/2018 21:37

That'll be the great big black rock eater!

[igoe104] 04/6/2018 12:33

just noticed a 1.3 million buy @ 164.1 just registered from Friday. someone is gobbling up blackrock shares.

[igoe104] 01/6/2018 16:43

Investing in your 20s? These emerging growth candidates could help you retire earlier.




The company, which bills itself as a provider of "digital performance marketing services," saw its 2017 revenues grow by 33%, with adjusted EBITDA up 36% and earnings per share up 25%. And it had plenty of cash on the books and no debt.
The shares have actually fallen back a little since the end of 2017 as earnings forecasts have been pared back a little. But that's a common phenomenon with growth stocks, and I reckon it still leaves the shares on a pretty attractive valuation.
We're not looking at the super-low PEG ratios of recent years as EPS has been making annual double-digit percentage leaps, and the latter is expected to be flat this year. But a return to growth with 8% indicated for 2019 would put XLMedia on a P/E of a little under 15 -- and that's with dividends set to already yield 3.5% by then.
For a company in a growing market, with significant further growth potential, and already bring in pots of cash and paying decent dividends, I reckon that's a bargain price. And $43.3m (£34.5m) in cash at year-end for a debt-free company with a market cap of £360m isn't too shabby eith