Xlmedia Share Discussion Threads

[km85] 29/7/2019 10:43

I just checked the new CEO profile on LinkedIn. He really works for big companies. I hope he hire a good operation officer working the business industry and he can focus on acquisitions and Integrations.

[malcolmmm] 29/7/2019 10:20

Have a buy order in. These have enormous potential and are highly rated on Stocko

[malcolmmm] 29/7/2019 10:14

I could be wrong but the market is hoovering up all sales at the moment which is unuaual for these shares, usually cant get a quote.S o I wouldn't be surprised if the share price is unchanged at EOD

[km85] 29/7/2019 09:40

XlM is cheap regardless who run it. Ory is based in Czech Republic and the business is based in Israel and Cyprus. Not sure if the New CEO will relocate to CY or Israel. MR. Gate found and managed Micro for several years then left the business and after that sold his big shares. It is not uncommon for a founder to leave the business. The focus should be now on how capable the new CEO of growing the business. Will he shift the business completely or focus on the main segments? Who will manage the company in Israel where there are the big team there including more than 150 tech guys and SEO officers? Those sort of questions will force to me to either sell, hold or even buy more! I am so happy that the ceo of Webpals left the business.

[astralvision] 29/7/2019 09:33

It's a period of uncertainty and we all know how the market likes like.On balance, think they will continue to do well but can understand the view that having risen some 60% or so over the last few months probably not that much harm in sitting on the sidelines or reducing one's stake until there is some concrete positive news.This announcement has, at least for the time being, knocked the stuffing out the shares and not too many reasons to buy now. Good news is it should help the tender offer!

[owenski] 29/7/2019 09:28

"Well Ory said this was dirt cheap then steps down. Having bought £1.1m between 40p-50p"

Now it makes sense, a quick buck @ 80p for Ory

Inbal has lost a tidy sum on this, she bought £400k's worth at a lot higher prices.

Hmmm, don't know what to make of it, if the underlying business remains on track and achieves market forecasts then it's gonna be short term noise.

[123gmtrader] 29/7/2019 09:12

Well Ory said this was dirt cheap then steps down. Having bought £1.1m between 40p-50p recently it is a very strange move. Probably at disagreement on how the company will move forward is my guess and so is going to start up another business.
What ever the reason though, we will not likely find out for some time. There are a lot of big trades going through.

[talygarn tom] 29/7/2019 08:58

I must say that this has caught me by surprise. I always rated Ory highly but this new appointment is very interesting and points to a whole new strategic focus for the business.

"-For the eighth consecutive year, the Rakuten Marketing affiliate network has been named by mThink, publishers of Revenue+Performance magazine, as the world’s top affiliate network for providing superior strategy and technology to brands and publishers."

[nw99] 29/7/2019 08:47

Sold out as well

[hatfullofsky] 29/7/2019 08:43

SP holding up remarkably well. Losing the founding CEO is significant. I've reduced on the news. Why would a fully functional, firing on all cylinders company bin their CEO ?

[astralvision] 29/7/2019 08:39

Because they can sell more than 10% of their stake?Looks like this news has precipitated a wave of selling. Surprising, as it looks a decent enough appointment, but it's clearly unsettled the market.Back to mid 70's?

[gucci] 29/7/2019 08:33

I dont understand why people are selling at below 80p

[km85] 29/7/2019 08:31

At least now some investors can sell some f their shares at 80P per share. Look I think we all know that XLM is very cheap and the management know that too. Ory found the business since 2008 and he went through the iPO period and since the IPO till yesterday he was running it and it is not uncommon for a founder to leave after some long period. SO now we have British chairman and British CEO. The only thing the really worry me that the new CEO has no experience within the gambling affiliates performance business and that might affect the acquisitions especially and the expanding in the US market. I always prefer someone to run the business within the industry. But i also think XM business is a setup profitable business regardless who run it. So let us hope he can focus on growing the business as he claim that he is capable of.

[tomstone12] 29/7/2019 08:14

he joined the board, meaning its quite obvious he is not selling any shares.

if he wanted to sell he would leave completely.

[hatfullofsky] 29/7/2019 08:11

When - he sells shares

[ayl30] 29/7/2019 08:08

Depends if he sells any shares?

[123gmtrader] 29/7/2019 08:06

So XLM decided the price is way too low and do a tender offer to raise the price. Now the person who founded the company, Ory, is stepping down to pursue other interests. Is it just me, or is this a little fishy?

[km85] 29/7/2019 07:46

I am not sure if that is bad news or good one. I do like Ory and I wish him the best of luck. However I am super happy of the resignation of Inbal Lavi. she is the one who shifted the focus from performance affiliates to online Media business.

[nobilis] 29/7/2019 07:24

Rakuten is an e-commerce company that provides eReading, travel, banking, securities, credit card, eMoney and online mar... Read more


Annual Revenue
$9.4B

Employees
14,845

[ayl30] 29/7/2019 07:12

Looks a good appointment

[stoph] 29/7/2019 07:10

XLMedia (AIM: XLM), a leading provider of digital performance marketing services, is pleased to announce the appointment of Stuart Simms as Chief Executive Officer with effect from 2 October 2019. Ory Weihs, will continue in his role as Chief Executive Officer until Stuart's arrival and thereafter will remain on the board as a Non-executive Director of the Company.

Stuart has significant experience in technology companies, and specifically the performance marketing sector, and joins having previously held several board and senior executive positions, including as Chief Executive Officer, of Rakuten Marketing ("Rakuten"), one of the world's largest performance marketing companies with revenues in excess of $1 billion. During his tenure at Rakuten, Stuart oversaw a substantial transformation and re-structuring of the business, resulting in a return to growth. Stuart implemented a clear strategy to utilise inhouse technology and integrate acquisitions, accelerating both revenue and profit growth.

Prior to Rakuten, Stuart was Chief Operating Officer of Fits Me, a consumer data and analytics company acquired by Rakuten in June 2015. Post the sale to Rakuten, Stuart assumed the role of Chief Executive Officer of Rakuten Fits Me, overseeing the integration of Fits Me into the enlarged group. Earlier in his career, Stuart held a number of senior executive positions with leading technology businesses, including Microsoft, IBM and Rackspace.

From the date of Stuart's appointment, Ory will move to a Non-executive Director role, enabling him to continue to support the Board, whilst also allowing him to pursue other business interests outside of XLMedia.

The Company also confirms that Inbal Lavi, currently Chief Executive Officer of XLMedia's wholly owned subsidiary, Webpals Systems S.C.Ltd ("Webpals Systems"), has resigned from Webpals Systems in order to pursue other business interests. The Board would like to thank Inbal for her contribution and wish her the best for the future.

Chris Bell, Non-executive Chairman of XLMedia, commented:

"We are delighted to welcome Stuart to XLMedia and believe he is ideally placed to help deliver the next phase of our growth. His extensive knowledge of the performance marketing arena and technology makes him an ideal candidate to lead our business and both myself and the Board look forward to working with him.

"I would also like to take this opportunity to extend our sincere gratitude to Ory for his outstanding contribution to XLMedia, a business he established in 2008. We are also pleased Ory will be remaining with the business as a Non-executive Director allowing the Board to continue to benefit from his expertise."

[km85] 27/7/2019 21:50

Yes it is indeed astralvision. Tender offer is not uncommon in the market. it took them several months to buy back about 7% of the overall shares. Let us see what is their next move.

[astralvision] 27/7/2019 21:29

I think the idea with the tender offer was reach a conclusion much quicker than buying up bits and bobs in the market.

[123gmtrader] 27/7/2019 21:18

I do not think XLM have intentions to trick investors at all. What I do think though, is they have made a mistake with the Tender offer. It would of been better business if they had just carried on the buyback and grabbed as many shares as possible at a lower price. Why pay 80/90/100p for shares when they could of bought them for 70p?

[astralvision] 27/7/2019 20:47

Too many companies ignore the share price altogether. XLM are cash rich and throwing off cash so why not buy the shares back, increases eps, also less divi to pay out.Yes, if 80p don't do the trick nothing to stop them resuming the buy back are doing another tender offer at 90p or £1 or whatever.