Xlmedia Share Discussion Threads

[talygarn tom] 09/8/2019 16:22

Google it and see if you come up with the same answer I did.

[km85] 09/8/2019 16:18

Here's a question for you. Where does our new major direct shareholders wife work? Not that she really needs to work when the family is worth around 550m euro!


What you trying to say here?

[talygarn tom] 09/8/2019 16:07

I've had a very good look at this so I think I have a good idea where it might be going. Here's a question for you. Where does our new major direct shareholders wife work? Not that she really needs to work when the family is worth around 550m euro!

[malcolmmm] 09/8/2019 15:38

Also if sterling stays low against the dollar as it seems, the dividend will be very good or should be. Hope XLM does as well as AAZ which I have a small holding since 2018 at 36p wish I had lots more

[km85] 09/8/2019 15:13

I think very positive of XLM over the long time, They already implementing the recent strategy, refocusing on the core, reducing the media activity meaning that less money and energy to spent on the non so profitable business while refocusing on the profitable one. The new CEO seems to have the skills in acquisitions and integrations in a big management level. The online performance business is huge not just in online gambling or personal finance but in other areas as well. Acquisition of other companies is a big advantage in this kind of business due to high operation leverage with fix costs already. When they buy a company, they buy the website and the tech of those sites and fire the team or most of the team. They already have a big team of developers, designers and outsourcing contents. By them doing that you can see their gross costs are mainly on contents and the rest will go to cash profit because of the already fixed costs.

[malcolmmm] 09/8/2019 14:43

I thing something is afoot as well being the reason of hiring the new CEO for the US operation I believe.

[talygarn tom] 09/8/2019 13:02

I think all the recent changes are about increased focus on the finance side of the business. There is something going on in the background here and it could have a significant impact on the value of the business.

[km85] 09/8/2019 11:50

XLMedia to sell mobile business to PLYmedia Israel
9 August 2019
Digital marketing services provider XLMedia has agreed a deal to sell its Webpals Mobile subsidiary to PLYmedia Israel as part of a strategy to switch focus to its higher-margin publishing activities.

Terms of the deal were not fully disclosed, but XLMedia has confirmed that the Webpals mobile apps marketing arm will repay $1.9m (£1.6m/€1.7m) of inter-company balances to the group upon completion of the transaction.

XLMedia also noted that a final settlement will be made based on the assets and liabilities of Webpals as at completion, following the preparation of completion accounts. XLMedia added that it expects this to be immaterial.

In 2018, Webpals did not contribute anything to group earnings before interest, tax, depreciation and amortisation, while the net value of assets on the XLMedia consolidated balance sheet is nil following impairment charge recorded in 2018.

“The sale of Webpals marks an important step for our business as we focus our attention on our core publishing activities,” XLMedia chief executive Ory Weihs said.

“We remain committed to growing our gambling and personal finance publishing networks, while continuing with complementary media activities, which we believe ideally places the group to deliver sustainable and high margin growth.”

XLMedia plans to use net proceeds from the sale to support its ongoing strategy of developing its publishing assets. This wider initiative will include a discontinuation of certain other media activities in order to focus its efforts on higher-margin publishing activities.

PLYmedia Israel, the new owner of Webpals, is a business that is active in both the ad-tech and online marketing industries.

[km85] 09/8/2019 11:45

Oslo-listed Gaming Innovation Group (GiG) has launched a new online casino in partnership with SkyCity Malta.

SkyCity Malta is a subsidiary of New Zealand based SkyCity Entertainment Group, which is publicly listed in Australia and New Zealand and operates casinos in both countries.

GiG is providing its fully managed solution to SkyCity, including the technical platform, managed services, gaming content, front end development, CRM, compliance and marketing.

The New Zealand-facing online casino site will operate under GiG’s Maltese license and is expected to make a significant positive contribution to GiG's revenue from 2020 onwards.

“This is an exciting day for SkyCity and one we have been working towards for some time alongside SkyCity Malta and our partner GiG,” said SkyCity chief executive Graeme Stephens.

“While ultimately a regulated online gaming market in New Zealand remains the preferred solution, the site launch is another step on our journey of pursuing opportunities to grow and diversify our earnings, addressing a new, fast growing industry which is highly complementary to our land-based activities and offering customers a multi-channel gaming experience.”

Robin Reed, chief executive officer at GiG, commented: "GiG is pursuing a strategy of becoming the global partner for strong brands in iGaming. SkyCity Entertainment Group is the largest and most reputable gambling and leisure firm in New Zealand. We are very proud to have been entrusted to provide our full suite of gaming services to them.

“It has been great to work with Graeme and his accomplished team and due to a great collaboration, we have managed to launch a state-of-the art digital casino experience only two months after signing the agreement. We are looking forward to supporting SkyCity in its aspirations to provide a leading online gambling venue in New Zealand.”

Shares in Gaming Innovation Group Inc. (OSL:GIG) were trading up 9.35 per cent at NOK11.70 per share on the news in Oslo Friday morning, while shares in SkyCity Entertainment Group Ltd. (ASX:SKC) closed in Sydney down 1.07 per cent at AUD$3.71 per share.

[km85] 09/8/2019 11:44

New York-listed Churchill Downs Incorporated (CDI) has opened its BetAmerica Sportsbook at Presque Isle Downs & Casino in Pennsylvania.

The new SBTech-powered retail sportsbook opened Thursday and features 50 betting kiosks, half of which are located within the renovated sportsbook area.

The remaining kiosks are accessible across the venue, which CDI acquired from Eldorado Resorts in January.

“The legalisation of sports wagering across the country presents a great opportunity for Churchill Downs to deliver more entertainment options to our customers,” said CDI chief executive Bill Carstanjen. “We are excited to bring our industry-leading BetAmerica Sportsbook to the Pennsylvania market.”

Presque Isle Casino hosted a Grand Opening Celebration for the BetAmerica Sportsbook yesterday, attended by general manager Kevin O'Sullivan, Hanford Dixon (formerly of the Cleveland Browns), Louis Lipps (formerly of the Pittsburgh Steelers), Omar Moreno (formerly of the Pittsburgh Pirates), and Jason Grilli (formerly of the Pittsburgh Pirates).

“This has been an exciting and transformative year for our team at Presque Isle Casino,” said O'Sullivan. “We're confident that the addition of the BetAmerica Sportsbook will help us draw an even larger crowd of sports fans and racing enthusiasts from across Pennsylvania and from surrounding states. This is great news, not just for Presque Isle Casino, but for the Erie community at large that benefits from increased tourism and interest in our city.”

Pennsylvania State Representative Ryan Bizzarro commented: “Erie has already established itself as a go-to destination for many in our region, and the expansion at Presque Isle Casino will undoubtedly help us to draw even more visitors from near and far. We're excited to see this venue continue to grow in the years to come.”

Shares in Churchill Downs Incorporated (NSQ:CHDN) closed up 3.5 per cent at $121.38 per share in New York Thursday.

[km85] 09/8/2019 11:43

Affinity Gaming’s Lakeside Hotel & Casino in Iowa will open the doors to its new William Hill sportsbook next week.

The William Hill Sportsbook opens August 15th with a diverse sports betting menu in the newly renovated space, which features 14 65-inch viewing monitors with 4K LCD displays and two 86-inch viewing monitors with 4K Ultra HD displays.

The grand opening will be attended by Joseph Reynolds, a WWII veteran who will place the ceremonial first bet at the sportsbook.

“Our new sportsbook will provide the highest level of entertainment and customer service in Iowa,” said David Monroe, VP & general manager of Lakeside Hotel & Casino. “We are excited to partner with William Hill and take the sports betting experience to the next level.”

William Hill has provided sports betting solutions to Affinity Gaming in Nevada since 2012.

Shares in William Hill plc (LSE:WMH) were trading up 6.10 per cent at 155.70 pence per share in London Friday morning following the release of the company’s H1 results.

[km85] 08/8/2019 13:14

Xlm sold its Mobile subsidiary, which produced nothing, in 2018, to the earning neither to the balance sheet. The money will be used in the core business’s

[km85] 08/8/2019 12:02

Iowa set to launch sports betting on August 15
8 August 2019
Iowa will launch its regulated sports wagering and fantasy sports market next week after the Iowa Racing & Gaming Commission signed off on new rules for the US state.

The rules will come into effect from 12pm on August 15, with Iowa Governor Kim Reynolds having signed legislation into law in May. Consumers will be able to place bets in-person, online and via mobile devices.

The Ameristar Casino in Council Bluffs is set to be one of the first Iowa casinos to accept legal wagers in the state, having confirmed that it will launch services via its partnership with Penn National Gaming on August 15.

Ameristar Casino will open a new sportsbook at the renovated Amerisports Bar & Grill, complete with a wagering counter with ticket writer stations. Kiosks will also be located throughout the casino property for consumers to place bets.

[km85] 08/8/2019 11:20

An interview with the same value investor last year.

[malcolmmm] 08/8/2019 10:18

In my opinion the share price will be 79p on 12th prior to the tender offer.Also the jitters over the change of CEO will have receeded.

[malcolmmm] 08/8/2019 10:13

To buy back 10% of the shares in issue is a hell of a lot of shares, it means dividends wont have to be paid on them. I am thinking that they will either merge with or acquire another company using those shares with an offer of shares and capital

[km85] 08/8/2019 09:30

Great Video Rivaldo, thanks for sharing it. I always said here that XLM is so cheap and it worths way more what the market offer. please check my post number 9761 for more valuations

[malcolmmm] 08/8/2019 09:14

I suppose that one cannot apply for the 10% of their stock in the XLM tender offer then sell prior to the tender allocation ie- I presume holders have to hold the stock until the 14th

[rivaldo] 08/8/2019 09:10

Good to see an American investor and long-term holder tipping XLM - he has a 120p price target:

For the record "Cobia Capital Management LP is a value-oriented long/short equity fund focused on the small capitalization technology sector":



"“The Cheapest Stock You’re Going to See”
Trade Ideas · Featuring Jeff Meyers

Published on: August 6th, 2019 • Duration: 20 minutes

Jeff Meyers of Cobia Capital is one of the few investors looking at small-cap tech stocks from the value perspective. In this interview with Justine Underhill, Meyers makes his Real Vision debut with a look at a European performance marketing company that appears to be trading at shockingly low valuations. He breaks down the bull case for XLMedia, discusses potential catalysts for price action, and examines a unique short-term arbitrage opportunity in the form of a tender offer. Filmed on August 5, 2019."

[astralvision] 07/8/2019 11:09

Tender offer closes 14th August so we will know next week how many tendered.

[km85] 07/8/2019 10:03

I am wondering how many tender shares been sold to the company under the offer.

[malcolmmm] 06/8/2019 15:29

on Trades they are all registered as buys.
I find it useful with a volatile share like XLM to keep my core holding but short them for a short period using a spreadbet when my chart indicators say so.

[malcolmmm] 06/8/2019 15:23

At the moment the bid is higher than the offer , made �155 selling and buying or buying and selling. They have moved the bid up so not worth doing at the moment