Xlmedia Share Discussion Threads

[nw99] 27/7/2019 19:57

Looking very good

[onjohn] 27/7/2019 19:07

Next buyback likely to be 100p

That should do the trick

[km85] 27/7/2019 18:30

The Tender offer is limited for one month and expiring on the 14th of August, I think they are testing the market and after that they can either make a new offer with higher price or buyback the shares again. They already bought back shares worth of 10M dollars. I do not think they are playing a game with shareholders.

[123gmtrader] 27/7/2019 14:09

Totally agree owenski.
So if no one takes up the tender offer (and why would they if they can sell higher), then XLM has basically cancelled the buyback with no replacement for it. The idea about the tender offer was to produce a higher EPS by reducing the amount of shares.

[nobilis] 27/7/2019 09:45

KM8526 Jul '19 - 18:40 - 9654 of 9657
0 1 0
MrNumpty I think the Intrinsic value per share of XLM worths between 4 to 6 Pounds per share or even more give it some time. The Tender offer confirmed that indirectly. The tender offer this month came out just after the 6 month period of 2019, they have got and seen the numbers that we can not see yet. I mean the willingness to buy 20M shares worths 16M Pounds, invest internally in the US online sites, paying dividends and already bought back 10M dollar shares. I clearly think they have managed to get some nice cash profit during the first half year result to support the above allocations.


If you look at Catena media and Better Collective, both have a market cap more than double the current XLM market cap with almost similar results and the same, more or less, business industry. And I think XLM is much safer than both of them as no debts and/or reissuing of shares. Important to mention the increase of profit margin will bring extra money to shareholders with almost no cost attached to it.

The US market has already produces some nice and high results to operators and Affiliates and expecting to bring much higher in few years when some other states start offering the services. 5 states already regulates the online sport betting but still not yet launched, other 7 states expect to regulate the industry in few years time. I think XLM revenue from the US will be equal to the current non US markets, Plus USA market has a higher CPA or revenue share deals than the EU markets. South America and Netherlands will also regulate the gambling/gambling business. XLM already has big quality sites that can start producing revenue from the US markets, especially the gambling sites.



Nice post fella

[owenski] 27/7/2019 09:29

It's a strange offer, basically 10% premium to recent prices for a share that they believe is undervalued, 10% is not that compelling and indicates people are glad to get out for 10%.

However, this only works if one bought the company at the recent lows and I suspect many are holding at higher bought prices.

It strikes me as a pointless exercise, why didn't they just continue the buyback as it was and then maybe have bought up more at a relatively lower price.

The offer makes no sense to me and smells a bit like attempt to manipulate the share price.

The job of a company is to run the business and not to fanny about with the share price, the market will judge their efforts according to the numbers etc.

I think XLM looks undervalued but I bought in at lower levels and intend to hold for some time yet, with a caveat that the business obviously needs to deliver.

[123gmtrader] 27/7/2019 05:35

I agree that XLM is very much under valued but who in their right mind will sell shares under the tender offer when the current share price is 80p. With the share buy back now cancelled and the tender offer being pointless to share holders the company needs to reinstate the buyback or offer another tender offer at a higher price or they will find that they are not reducing the shares at all and therefore not increasing the EPS.

[metis20] 26/7/2019 18:47

Post 9648

Next issue SCSW is 3rd August not 10th August - just checked on the website

[km85] 26/7/2019 18:40

MrNumpty I think the Intrinsic value per share of XLM worths between 4 to 6 Pounds per share or even more give it some time. The Tender offer confirmed that indirectly. The tender offer this month came out just after the 6 month period of 2019, they have got and seen the numbers that we can not see yet. I mean the willingness to buy 20M shares worths 16M Pounds, invest internally in the US online sites, paying dividends and already bought back 10M dollar shares. I clearly think they have managed to get some nice cash profit during the first half year result to support the above allocations.


If you look at Catena media and Better Collective, both have a market cap more than double the current XLM market cap with almost similar results and the same, more or less, business industry. And I think XLM is much safer than both of them as no debts and/or reissuing of shares. Important to mention the increase of profit margin will bring extra money to shareholders with almost no cost attached to it.

The US market has already produces some nice and high results to operators and Affiliates and expecting to bring much higher in few years when some other states start offering the services. 5 states already regulates the online sport betting but still not yet launched, other 7 states expect to regulate the industry in few years time. I think XLM revenue from the US will be equal to the current non US markets, Plus USA market has a higher CPA or revenue share deals than the EU markets. South America and Netherlands will also regulate the gambling/gambling business. XLM already has big quality sites that can start producing revenue from the US markets, especially the gambling sites.

[mrnumpty] 26/7/2019 17:57

Just for clarity , Small Company Share Watch stated in its July edition that , if XL Media were priced on the same rating as Future Plc , then XL Media would be at £ 3.55 ! Let's all hope so !

[nobilis] 26/7/2019 14:37

101k buy just in

[onjohn] 26/7/2019 08:51

Looking a bit good, higher prices being paid
Remember same P/E/R as future is a share price of 350p+ for XLM

[onjohn] 26/7/2019 08:22

Nice 25k buy early doors.Looking good for move higher

[onjohn] 25/7/2019 21:27

William Hill - XLM client

MASSIVE GROWTH RATES IN US SPORTS BETTING
Recent results

US arm progressing nicely
In a trading update for the first 17 weeks of 2019, William Hill US revealed that amounts wagered with the company directly were up 65% year-on-year. Total net revenue jumped 48%.

The business also doubled the legal sports betting it handles, either as an operator or as a service provider, over the same period last year.

In New Jersey, where William Hill operates retail and online betting, the company is building out its new digital hub. This includes new hires in digital marketing, product development, operations, payments, compliance, and customer support.

[malcolmmm] 25/7/2019 15:20

Watch out for the next issue of SCSW out on the 10'th August. They will most likely add XLM to their portfolio which usually boosts the share price,especially if they continue doing well. The tender offer ends on 13'th August so shouldn't effect the SP

[onjohn] 25/7/2019 15:01

Taking off. Might be US buying mmmmm

[malcolmmm] 23/7/2019 23:26

They think that the stock is undervalued so I think that they are trying to increase the share price thus the value of the company. They have already purchased shares periodically in the market at lower prices so the tender offer has worked as the shares have risen to the tender offer price.So if it works once then perhaps it will work again but its not guaranteed that they will again up the tender offer.

[rogers8] 23/7/2019 20:56

ONJohn, I am relatively new to AIM/Stockmarket. Why would XLM raise the tender price to 100 when the company would benefit from buying at a discounted price to market (if the stock continues to rise). Bought a 64 and cannot believe my luck with the tender.

[astralvision] 23/7/2019 20:23

Nice base from wish to push up towards 90p and beyond.

[metis20] 23/7/2019 20:21

550k bought at 81p at 15:03 today....

[nobilis] 23/7/2019 19:14

nice bit of a rally at the close. love it

[mrnumpty] 23/7/2019 16:13

astralvision . Two purchases , each for 100,000 shares this morning , and both at 80p for a total consideration each of £ 80,000 . The first transaction was at 8.34 this morning , and the second was at 9.23 am . Good luck !

[onjohn] 23/7/2019 11:09

Breaking out

[malcolmmm] 23/7/2019 10:11

Perhaps its the last opportunity to buy at these prices