Xlmedia Share Discussion Threads

[km85] 14/9/2019 18:44

Noblis, Yes, Gan's recent result was very strong due to the growth of the US sport-betting and online gaming. Both xlm and GAN have similar revenue structure like the recurring sales from revenue share deals and due to their business models those recurring sales go to the net earning, both requires little to no increment investment in order to grow the business. worth mentioning, their business models are super important to the operators and that is a huge advantage.

[onjohn] 13/9/2019 10:03

Starting to rock

[onjohn] 13/9/2019 09:54

Take off time

[nobilis] 13/9/2019 07:25

Gan ahead of expectations due to US sales - where XLM is going in big

[hatfullofsky] 11/9/2019 13:54

All quiet, while volumes increase on interims loom. Opportunity ?

[km85] 10/9/2019 17:49

Big volume today

[nw99] 09/9/2019 08:35

Yes still maintain the rating

[malcolmmm] 09/9/2019 08:18

Buy rating on SCSW

[malcolmmm] 06/9/2019 08:20

On Stockopedia these now have a rating of 99/100 , cant get much better

[km85] 05/9/2019 17:24

The Rhode Island Department of Revenue (DOR) has confirmed the long-awaited soft launch of mobile wagering in the state.

The state has opted for a phased launch of the new service, with the Twin River-branded offering going live yesterday afternoon (September 4).

Customers that wish to bet on mobile must first visit the Twin River Casino in Lincoln to activate their mobile accounts. After this initial activation, they can place wagers from anywhere within Rhode Island’s borders.

The state’s other Twin River venue, in Tiverton, will also soon launch mobile wagering with in-person registration, but is yet to confirm when it will go live.

The DOR said that the phased launch will allow for its sportsbook technology team to monitor and refine system performance prior to the start of a wider advertising campaign to promote the new service.

All licensed operators in the state that intend to launch mobile sports betting will be limited to running the Sportsbook Rhode Island application, developed via an agreement between Rhode Island Lottery, International Game Technology, Twin River Worldwide Holdings and William Hill.

Rules and regulations for this approach were set out in mobile betting legislation that Rhode Island Governor, Gina Raimondo, signed into law in March of this year.

The roll out of legal mobile sports betting is expected to have a positive impact on market revenue in Rhode Island, which in July saw revenue from sports wagering slip 61% month-on-month to $827,579. The amounts wagered in the month also dropped 43.5% to $14.7m.

Rhode Island commenced legal sports betting on November 26, 2018 when the Twin River Casino in Lincoln opened its sportsbook, The Tiverton Casino Hotel followed a week later, launching on December 3. In the first fiscal year of mobile wagering, to 30 June 2019, the two properties generated revenue of $6.9m.

[malcolmmm] 04/9/2019 09:21

I think that these will rise to around 80p pre results ,then its anyone's guess.
I reinvested all tender shares a few days ago ,hopefully the institutions and others will do the same over the coming days.

[km85] 30/8/2019 19:39

NYC Sports Betting Investor Summit in Partnership with Morgan Stanley is an exclusive event, curated in partnership with Morgan Stanley, that will bring the investment community together to explore and analyse the growing opportunities for the US gambling market as sports betting continues to drive growth stateside. Join Morgan Stanley’s 50 top sector investors and 100 other private equity firms, family offices, venture capitalists, analysts and private wealth managers looking to invest in the multi-billion-dollar opportunity driven by legalized sports betting.
New York City Investor Summit in Partnership with Morgan Stanley
--------------------------------------------------------------------------------------------------------------------------------------
Monday, November 4
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9.30am Welcome Address by Morgan Stanley – The sports betting landscape today
In this welcome address, Morgan Stanley’s Thomas Allen will deliver an overview on the development of the American sports betting market, identify new opportunities, and provide the latest growth estimates for the sector.
10.00am KEYNOTE: Seizing the opportunities presented by sports betting
Headline M&A deals, ground-breaking partnerships between gaming operators and sports leagues, emerging leaders in new markets, a space flooded with start-ups and a surge of public investment in leading companies are just some of the indicators that sports betting is solidifying its legalised roots in the US.
This keynote address will deep dive into why sports betting is such a legitimate and exciting opportunity for investors and why now is the time to capitalise on this awakening giant.
10.30am Mapping the market – Timelines for the state-by-state roll out of sports betting  Brendan Bussmann, Partner, Director, Government Affairs, Global Market Advisors, LLC
10.45am Market sizing – Identifying key states, estimating their growth and calculating their potential
 David Isaacson, Vice President, Spectrum Gaming
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11:00pm Networking Break
11.30pm Panel: Identifying value opportunities in the sports betting value chain
- Identifying the key components that make up the sports betting value chain
- Beyond the obvious – Opportunities from Angels to VCs to P.E. and institutional investors
- Identifying underappreciated assets in the sports betting ecosystem
12.00pm Panel: Restructuring the industry – How sports betting is impacting M&A in the US
- Analysis of recent headline M&A deals
- Identifying the key drivers behind M&A activity
- Structuring M&A deals in the sports betting market
Ramy Ibrahim, Managing Director, Moelis & Company
November 4, 2019 / New York, NY, USA / www.sportsbettingusaconference.com

12.30pm Panel: The impact of Sports Betting on Land-Based Properties
- The value of sports wagering to the licensed land-based operator online vs. on property
- Sports wagering to drive gamblers to properties.
- Accessing new demographics and engagement through sports betting
Michael Pollock, Managing Director, Spectrum Gaming Group
1.00pm Panel: Investing in Operators, Service Providers and Suppliers
- Outlining different models and relationships between operators, service providers and suppliers
- Understanding how individual market intricacies impact supply and operational investment
- Identifying value in both domestic and foreign suppliers and service providers
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1:30pm Networking Lunch
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3:00pm 1 to 1 meetings
-------------------------------------------------------------------------------------------------------------------------------------- -------------------------------------------------------------------------------------------------------------------------------------- 6.00pm End of Investor Summit... and the start of evening networking! -------------------------------------------------------------------------------------------------------------------------------------- -------------------------------------------------------------------------------------------------------------------------------------- 6.30pm Networking Dinner ----------------------------------------------------------------------------------------------

[km85] 29/8/2019 11:11

The Indiana Gaming Commission adopted emergency rules for sports betting Wednesday, paving the way for five casinos to launch sports betting next week.
The emergency sports betting rules were opened to public comment in July and adopted on Wednesday August 28th.

The rules govern both online and retail sports betting, however, all five casinos approved to go live next week will initially offer in-venue sports betting only.

[km85] 19/8/2019 20:05

Stun180. Neither do I. Only for long term, but the company mentioned that after the end of H1. They mentioned last month when they already saw the results. If the result Is otherwise then not cool to even mention it. Good luck too you

[stun180] 19/8/2019 19:31

KM85.Not a big fan of the word 'expectation' as its open to interpretation. I'm long here and hope your right , good luck.

[km85] 19/8/2019 18:30

The result is going to be line with their expectation. They said it twice, first one at the general shareholder meeting and the second one at the tender offer RNS. Their expectation was first mentioned back in February when the announced the new strategies of cutting media and refocusing on the main core business. The board was buying back in the normal way but it took them like 8 to 9 month to complete it at about 65-70p average. Now they bought almost 20m shares at 80P . It is not bad regardless the change of the CEO, I think the change is positives as long as Ory still a member of the the board and of course he does not sell his shares. More important the skills of the new CEO will be focused on the main vertical while entering new profitable verticals.

[stun180] 19/8/2019 17:57

123gmtrader. I think some decisions have been questionable i.e releasing tender offer knowing they were going to follow with the ory news. However, they have completed the buyback before the results are announced.If results are not good then questions will be asked !

[123gmtrader] 19/8/2019 17:07

All well and good the tender, until the notice of the founder ( Ory Weihs) leaving as well as Inbal Lavi. Made the tender offer look like they wanted to quickly raise the share price for the exit.
After a decline in the sp, it looked like the price had found it's bottom and was now rebounding only to get slapped back by their leaving after the tender offer. People can defend it as much as they like but this has caused distrust.

[km85] 19/8/2019 14:05

The amount of shares they can buy in using the normal ongoing buy back is quite limited and really depends on volumes and price movements. Therefore they just bought them all in one go. Also I think the H1 results are good and might push the price might goes to over 90p. We have to wait and see I suppose.

[essential] 19/8/2019 12:32

What's the point of buying at the 80p tender price when you can get them cheaper in the market?

[eagle eye] 19/8/2019 07:36

GAN reports informative gambling/internet revenue figures from Pennsylvania.
It should certainly read across well for XLM:

[metis20] 16/8/2019 10:22

Next ex-divi date likely to be early October - Interims 19th September - ex-divi date will be announced then...

[mp79] 16/8/2019 09:42

What is the cut off date to buy shares for getting next dividend?

[malcolmmm] 16/8/2019 09:24

I am going to use my allocation to buy more XLM. I expect other holders will do the same 😊

[km85] 15/8/2019 17:12

Affiliate marketing giant Gambling.com Group has revealed that its KAX Media America subsidiary has secured approval to offer its services in Pennsylvania and West Virginia.

The Group will now be permitted to pursue commercial agreements, including revenue share arrangements, with online sports wagering, casino and poker operators that are licensed in either or both of the states.

Approval was granted by the Pennsylvania Gaming Control Board and the West Virginia Lottery.

Earlier this year, Gambling.com Group was also approved to establish revenue sharing partnerships with licensed operators in the state of New Jersey.

“We will seek the necessary licenses and approvals in all US states that decide to properly regulate online gambling with a mobile offering and a competitive landscape,” Gambling.com Group chief executive Charles Gillespie said.

“As the American market grows, it’s critical to have resources like Gambling.com and Bookies.com in the conversation to steer consumers toward the safe and regulated gaming environment.

“With a massive population of die-hard sports fans, Pennsylvania will surely become one of the largest sports betting markets in the US.”