Xlmedia Share Discussion Threads

[truemuppet] 10/10/2018 08:56

sale quotes available, buy stopped out

[truemuppet] 10/10/2018 08:50

struggled to get a buy order-a buy order - in--somebody's cleaning up

[hatfullofsky] 10/10/2018 08:32

This sell off has little to do with the performance, on a financial footing this company could easily be a £350m company at 150p.

However the big cloud is the regulatory landscape and that is clearly tightening. Watching the AJ boxing and Football recently I noticed every single advert was a betting company advert. That will not be tolerated. Italy are clamping down, Germany are reviewing, Labour have called for a blanket ban. It's only a member of time for the UK to become more draconian.

Ireland have just upped the duty on betting, so it is clearly in focus for Governments.

They'll be more turbulance until we get better guidelines on advertising.

[truemuppet] 10/10/2018 07:55

in 6 weeks or so there will be a trading update. If it confirms progress in line with existing forecast (as the interims did 3 months from year end, two weeks ago)this stock will be worth 50% more at least.
On the other hand there is no end to bad things that people can suggest might be out there. Not a lot of evidence for them.

[eagle eye] 10/10/2018 07:47

slaccs,
Doubling a holding before it has found a solid base is a very risky move.
Your timing is likely to be wrong and to sell your newly acquired holding at a 5% loss this morning would be an OK result IMHO.
Too many unknowns here and if you believe transparency is a worry, then I'd suggest you're better off out.
Only my humble opinion. Protecting capital is paramount.

[slaccs] 09/10/2018 19:15

Doubled my holding at 83p only to see it drop to 80p at close. I've read some references to Paysafe but PAYS recovered very quickly and I had been in it from 90p so no harm done. Not sure what to make of XLM, the lack of transparency is the worry.

[truemuppet] 09/10/2018 17:57

owenski-cg8riverside and others give useful info from the presentation meeting further up thread.
It's mentioned in the profit warning update in June ('SEO performance issues') albeit briefly and in the interims in a bit more detail.

[onjohn] 09/10/2018 17:33

40p on next warning

[mount teide] 09/10/2018 17:20

MAL - commodities and their equities is the place to be over the next half decade at least according to 50 years of history.

[owenski] 09/10/2018 17:10

I think there's been some dishonesty here, I cant see any reference to that cyber attack in the recent results, I only got wind of it through a results webcast, am of the opinion they should've reported that, a year he reckons to restore ratings??

[valek] 09/10/2018 16:01

Just being shorted to f now, what a vicious attack. I do note some pis are selling in this. And if thats you, you deserve what you get frankly, and that's shafted. Let's see a big buy come in at this level.

[malcolmmm] 09/10/2018 00:20

Have noticed that lots of stocks have dropping lately. I sold off a few weeks ago and am trading commodities and FX ,much more fun and if you have the right mentors such as Alpesh Patel, very good profits are available with little risk compared with stocks at the moment.

[valek] 08/10/2018 16:20

Yes. Obviously. It's been one big scam to take it private, and frankly good riddence to it now and the bod.

[largeronald] 08/10/2018 16:16

It's been said on here before, but this really does have the look of Paysafe about it now.

[owenski] 08/10/2018 15:40

I was shocked that they had a destructive cyber attack which didn't seem flagged up as to the damage it caused until recently and that it's reckoned that it'll take a year to claw back its rankings.

No surprise it's been sold off, there's a big trust issue here.

[bc4] 08/10/2018 15:36

Yes but the difference is they have not dropped by over 65%

[truemuppet] 08/10/2018 13:06

certainly a big cosh with our heads under it
to put it in context though Shell is down 4% in a couple of days as is Unilever, there are lots of similar 'safe big cap' examples
meanwhile in small cap Fevertree has paused the rocket to come down 5% on the day..(random examples)

[bc4] 08/10/2018 12:29

Well it looks like sub 80p is on its way with no support they can drop it at will, confidence went a long time ago in XLM

[oneillshaun] 08/10/2018 12:15

cg8riverside - that little write up helped a lot, share price is in total free fall. I see us getting snapped up for quid.



What seems super weird to me is how the management have been buying at much higher prices in the past and now at this unreal levels we dont see a sniff of a director buy, Very strange.

[cg8riverside] 06/10/2018 12:33

XLM now rated a Buy by Growth Company InvestorWe spoke to CEO Ory Weihs after the interim results statement which expressed confidence in the company meeting forecasts for the full year. Those expectations were significantly downgraded in June, which caused the shares to lose around half their value. The problem has been an accumulation of factors which together added up to a material slowdown in revenue. Tighter rules on gambling advertising in the UK and regulatory uncertainty in Germany have caused the gambling companies, for whom XL acts as a marketing partner, to rein-in their spending on customer acquisition. Weihs says these markets are now stabilising, hence the board's confidence in meeting expectations. Management is busy integrating $45m of recent acquisitions, some of which have been concentrated in the North American personal finance sector which will provide XL with some diversification. The company has also cut back unprofitable media buying activity, particularly in North America, which explains the drop in revenue in that segment. There is $51m of cash in the balance sheet, following January's placing at 198p – the timing of which will cast a further shadow over the stock's rehabilitation. XL had worked hard to get a good rating on its shares but has now been knocked back to a p/e of 10 and yield of 5%. That makes it a buy, but we cannot afford another slip up. 

[truemuppet] 06/10/2018 12:19

interesting volume yesterday (apparently over 3m) with price more or less stationary and I couldn't relate the volume to particular large trades so far reported. Anybody cast any light?

[valek] 06/10/2018 08:20

Very touchy in here, amazing you can be such die hard fans of the bod STILL when the share has literally collapsed 60%, but I guess maybe I'm just picky!! This bb doesn't add much, just sycophants for the useless bod, moving to LSE. seems less extremist there.

[tomstone12] 05/10/2018 21:52

and do you think Valek Ory knows whats going on with the share price? he is not the one buying and selling. I think he has other issues to deal with as does all the management

[valek] 05/10/2018 14:33

Are you not great long term friends with ory? Why don't you just give him a call and say look mate what's going on with this?