Xlmedia Share Discussion Threads

[salchow] 23/10/2019 10:43

The buy back programme didn't seem to do much for the share price except when the offer of 80p pushed the price up temporarily. The main positive point is that Ory has spent £1M buying shares in the past year and you would think he saw value to commit so much. On the other hand he had previously spent £1M buying shares at in excess of 100p and sometimes much more. It now seems inexplicable that the company would pay 80p for shares a couple of months ago when it hindsight they could now have been buying back much cheaper. Clearly neither Ory nor the company are very good judges of the likely value to be placed on their shares by the market. They are obviously suffering because of ongoing poor trading in Europe with the US plans merely being a hope for the future at this time. To me much will depend upon whether the now significant dividend can be maintained while developing the new businesses.

[malcolmmm] 23/10/2019 10:35

Trouble is that the EU markets are imposing restrictions on online gaming companies, GAN is to be listed in the US and has valuable licences so is looking positive with monthly gains, saying that a little good news here and the price imo would improve dramatically considering the dividend .The US is the way ahead imo

[km85] 23/10/2019 10:20

I hope they will reactivate the buy back programme.

[john09] 21/10/2019 17:17

Watch their Interim results video . Explains issues in UK, nordics , germany , Switzerland etc

[vergil2019] 21/10/2019 17:17

Hello, are there any signs of tightening regulation or should we have seen the worst here?

[john09] 21/10/2019 13:30

For all of the talk about USA jam tomorrow , let this drop. Go through the recent results their current markets are being closed down or reduced by regulations . Nordics etc

[km85] 21/10/2019 11:38

Google to expand gambling advertising in US and beyond
21 October 2019
Google has updated its gambling and games policy to permit operators to run adverts through its platform in Colombia, Kenya and Nigeria, as well expanding the range of US states in which allows betting operators to promote their services.

From this month, Google will allow adverts from operators licensed by the Kenya Betting Control Board, the Nigerian National Lottery Regulatory Commission and Colombian regulator Coljuegos.

The policy changes will also permit sports betting ads, as part of a limited beta test, in Indiana, Iowa, Montana, Pennsylvania and Rhode Island in the US. All of the named states are now running a regulated sports wagering market.

Sports betting adverts are already allowed in the regulated states of Nevada, New Jersey and West Virginia.

Operators that want to run these adverts are first required to be certified by Google. This will permit them to promote online, real-money gambling such as online casinos or bookmakers, bingo or slots sites or apps, online lottery tickets and online sports betting.

Google certification will also enable operators to advertise sites that contain or link to content relating to online gambling. These include promotional products such as bonus codes, as well as educational materials like tutorials or e-books, software including poker odds calculators, other gambling-related information, and aggregator or affiliate sites that promote gambling-related content.

In terms of online non-casino games, Google permits the advertising of internet-based game where money or other items of value are paid or bet in exchange for the opportunity to win real money or prizes based on the outcome of the game. Examples of such games include fantasy sports, online chess tournaments and ‘match-three’ video games played for money or prizes.

[km85] 20/10/2019 15:54

hxxps://www.catenamedia.com/news/catena-media-well-prepared-lift-google-ban-online-casino-advertising-us/

[km85] 20/10/2019 15:52

Amazing News, Google is preparing to lift their ban on online casino advertising in the United States by the first quarter of 2020. US Affiliates and operators welcome the news and well prepared for a lift of the advertising ban.

[seans66] 19/10/2019 18:39

https://www.thetimes.co.uk/article/bookmaking-giants-begin-their-battle-for-supremacy-in-the-us-hb9wnz7k9The investment opportunity in the US betting market is starting to get noticed..

[malcolmmm] 18/10/2019 11:22

When GAN put themselves up for sale they attracted quite a few bids according to SCSW
I wonder if XLM was one of the bidders or does it not fit

[nw99] 18/10/2019 09:56

Sold GAN took profits too early

[malcolmmm] 18/10/2019 09:46

I hold both but have been adding to GAN over the past few days 12.5% gain today at the moment 120p to buy.

[nw99] 18/10/2019 09:13

Yes we are in the wrong stock

[malcolmmm] 18/10/2019 09:10

GAN up 8.5% at the moment today

[malcolmmm] 17/10/2019 19:39

GAN jumped from 74p to 106p in 8 days

[km85] 17/10/2019 10:28

Yump

I think you are right, not all personal finance sites or affiliates will benefit from google search or keywords. It just depends on the keywords too, for example insurance and mainly car insurance keywords are very expensive de to recurring sales (repeat customer) then you have credit cards keywords are also very expensive due to similar reasons. It depends really, like the last quarter of the year always higher demands on credit cards, personal loans and alike and no huge demands on saving accounts keywords or investments keywords. Regarding personal finance websites, it depends on the quality of the contents and other related things. I don't think we can assume same number of affiliates and same number of personal sites are operating, Always operators are higher in term of number than affiliates, and as you said big affiliates will always benefit the best, they've got an edge, and always big operators have big margin to play with.

In my opinion some of XLM's personal finance sites are very high quality sites with demanded keywords, like credit cards and some other related keywords. They can leverage higher traffic and at the time ask fir more money. Or in other words their increment sales is way higher than the added costs. And that is how they managed to double the sales in a year.

[malcolmmm] 17/10/2019 10:19

GAN looks the better prospect at the moment, great growth

[yump] 16/10/2019 17:54

KM85

I think it should have said that SOME personal finance sites will benefit from Google keywords price inflation. Some will lose.

It actually benefits those who have a larger margin to play with.

It can't benefit them all, that wouldn't make economic sense.

If you assume the same number of affiliates and the same number of personal finance sites are operating, you could assume the same number of clicks (perhaps from different affiliates). Just at a higher cost. So if affiliates pass some of that on, the finance sites have higher acquisition costs.

[malcolmmm] 16/10/2019 17:22

GAN is looking good at the moment

[bradvert] 16/10/2019 17:11

An interesting 'big read' in FT today.
Background to liberalisation of US gambling market. Covers historical attitudes to gambling, threats and opportunities in opening up/regulating, and resistance to European players muscling in.
Paywalled, but if you find in google can probably access;
"A bet on America: the sports gambling gold rush"

[nobilis] 16/10/2019 07:13

New Jersey's Division of Gaming Enforcement ("DGE") of Internet gaming and Internet sports betting financial information for the calendar month of September 2019 in New Jersey.



Highlights from the DGE include:

· Internet Gaming Win was $41.1 million in September compared to $25.8 million in the prior year period, reflecting a year-over-year increase of 59.6%.

· Total Internet Sports Wagering Handle(1) was approximately $374.2 million for the month of September, compared to:

- $249.2 million for the month of August 2019;

- $213.0 million for the month of July 2019; and

- $226.7 million for the month of June 2019.

· Internet Sports Wagering Gross Revenues(2) (after payouts) for the month of September were $29.4 million, compared to $12.6 million in September 2018, reflecting a year-over-year increase of 134.0% and is further comparable to:

o $19.2 million for the month of August 2019;

o $13.9 million for the month of July 2019; and

o $6.9 million for the month of June 2019.



(1) Gross amount of money accepted in wagers

(2) Internet Sports Wagering Gross Revenues may vary from month to month due to the payouts for future events occurring months after the original wager was made and unredeemed winning wagers from prior months will become deductible upon redemption in future months





Bring it on

[km85] 11/10/2019 13:59

Whether personal finance or Gambling verticals, when there is a huge demand on keywords, operators/ credit, Loan issuers bitting more on those keywords, google in-return charging them more. It also help affiliates to ask for more money due to higher demands. Some small to medium business operators cannot afford paying google 20-50 usd or even higher, sometimes, for a click, so they focus more on affiliates as easy win for everyone.

[yump] 11/10/2019 12:58

"Also that the personal finance sites may benefit from Google keywords price inflation."

Did it explain exactly how that would work ? Only I've heard all sorts of rubbish talked about PPC over the years.