Xlmedia Share Discussion Threads

[croasdalelfc] 11/6/2018 08:16

It's early June - very early for aprofits warning , and the headline will be new regulation hits revenue and profit not we have sacked off low margin business

[nakedsteve] 11/6/2018 08:16

Overshooting? Hardly, it is meant to be a growth stock you idiot...

[pazzuzu] 11/6/2018 08:14

My problem with him is I don't trust him one bit, he keeps pis in the smallest amount of info possible and lasts weeks sell off paired up with articles of why the buy xlm all one big staged event. Rigged comes to mind. Not moaning long term though. I agree it will come back when he actually does something with shareholders 30mil but personally glad to out at 171 until then

[fozzie] 11/6/2018 08:14

You have to laugh, into the 120's for petes sake this is a slight revenue miss and probably a slighter profit miss, as usual the market overshooting by a mile.

[nakedsteve] 11/6/2018 08:13

Oh no, fozzie has filtered me, how will I cope! Sure why not filter everyone that doesn't agree with you, there's a name for that i'm sure....confirmation bias darling ;o)BLOODBATH here, 120 and dropping like a stone, tiiiiimmber!

[fozzie] 11/6/2018 08:09

I rest my case.

nakedsteve -filtered

[tomstone12] 11/6/2018 08:09

and here they come...the conspiracy theorists. Shaun has been coming in and out of the stock for years on whims and blackrock sold because sometimes II's sell (same as PI's) ofcourse there were some sellers before because there were trades but from that to "Ory tipping his mates", jeez....
Pazzuzu you have some personal agenda against the guy, has he harmed you ? does he know you ? I think we need to reed into what this RNS means, XL came off a year of two upgrades and 33% organic growth when the guidance was for about 10-12%, high bar was set.
Ofcourse I'm not happy about this but I'm sure Ory is the same given he has been buying millions worth of shares in the last couple of years (at higher prices then he was placed with the PE's last year)
managment options are set at much higher rates then last week's close and they have been buying so I dont think anyone is trying to mess with us here.
Just a speed bump on the way to continued growth IMHO.
And seriously guys,its a really small miss, by no means a "meltdown" or something like ttat, please put things in proportion

[nakedsteve] 11/6/2018 08:08

I didn't say told you so, hardly a slight miss! This is headed for the gutter, it's reputation was already questionable....I wonder what was behind the suspicious selling off recently

[5chipper] 11/6/2018 08:07

Glad to have been on the sidelines here at the moment. Bit concerned about my Tap shares though.

[fozzie] 11/6/2018 08:05

All we need, the low life 'told you so' brigade. This will recover in time, its a slight revenue miss ffs.

[nakedsteve] 11/6/2018 08:03

Ory, top lad....according to all you experts on here!

[igoe104] 11/6/2018 07:55

Now we know why BlaCKROCK were selling now, I wonder how they were tipped off.

[hatfullofsky] 11/6/2018 07:44

Croasdalelfc - You are right thank you for the correction.

Stocko has FY18 Rev at $144M / Digital look has $100M (Strange)

In this market we're going get hammered !

[ramridge] 11/6/2018 07:43

Broker consensus forecast for FY18 before this news was $145m and negative eps growth of -4%.
This news says rev forecast $130m. So the impact on eps is likely to be more severe.

It was no longer a growth stock and less so now.

[fozzie] 11/6/2018 07:42

Revenue down about 5% (v prior year) but presumably margins are up as a result of ignoring low margin opportunities. Obvs the reason for the continued sideways or down trading since xmas. I would expect to see the board splash the cash if the markdown is as is usual completely overdone. I will be buying more for sure.

[simso] 11/6/2018 07:40

Consensus was $144.6m, so a 10 percent reduction. All that buying by Ory looks all the more surprising now we know this

[tightfist] 11/6/2018 07:38

IMO I think we may drop this week to touch around 120p where we found good support 9-12 months ago? Then the slow recovery.....

[rivaldo] 11/6/2018 07:38

Hmmmm. Looks like you were right shaun :o))

"marginally lower adjusted EBITDA compared to the prior year" is hardly a disaster given the factors outlined. Especially since much of the lost revenue is presumably the lower margin stuff.

And acquisitions are clearly on the way from the cash pile:

"The Group currently has a solid pipeline of acquisitions targets under various stages of evaluation and the Board remains optimistic of completing further transactions within 2018."

The MMs will presumably mark the stock down 20% or so despite the share price having already fallen substantially (which perhaps raises a question or two), so this may present an opportunity given the still reasonable P/E, the high dividend, cash pile etc.

[croasdalelfc] 11/6/2018 07:38

I would say drop to 130p and a small bounce

[croasdalelfc] 11/6/2018 07:37

$137 was last years result so consensus for this year must have been $150m+ so a 15-20% drop - that quite big so early in the year

[bc4] 11/6/2018 07:34

The problem is XLM is supposed to be a growth stock

[mysteronz] 11/6/2018 07:34

Looks as if most of the revenue drop is them selectively reducing low margin work too