Xlmedia Share Discussion Threads

[john09] 08/11/2019 16:36

Closed at 69.5

[malcolmmm] 08/11/2019 14:31

I think both will do well but GAN has a jump start as they own patent licences which was loss making last year £0.3m to a profit of £3m this year

[km85] 08/11/2019 14:20

XLM's UK revenue represent 14% of the overall business. Most of UK assets are Sport bettings and Bingos. The potential restriction on online 2Pounds max Would NOT cause major effect on XLM. Also if Labour Or others get mad at the industry then they cause players to go bet in the black and dirty market. Some of posters here are only happy when the share price goes up but when it drops they start talking nonsense. Seriously

[malcolmmm] 08/11/2019 14:09

I did sell yesterday to buy more GAN as 78% of GAN business is in the USA and if Labour get in XLM will be more affected imo , but am thinking of buying back here as I reckon SCSW will tip them again, buy on weakness etc

[ando218] 08/11/2019 13:54

KM85, please check your inbox.

[jltaylor1001] 08/11/2019 13:32

Agreed !! Just look at chronic investors tip updates for good measure .

[nw99] 08/11/2019 13:21

SCSW knocks the socks of INV Chronicle

[km85] 08/11/2019 13:05

They are wasting our time. The best thing to do is to ignore them all. If you explain the business model of XLM to a child, the child dude would tell you to jump in. IF they are not impressed by the large and recent share purchases by Ory and the US market then they clearly do not get the point.

[john09] 08/11/2019 13:04

Yeah I know all this

[mrnumpty] 08/11/2019 13:02

John09 . I have often seen posters on other chat sites criticising Investors' Chronicle for being far too cautious . In contrast , Small Company Share Watch ( which I shan't quote from , as I don't want to have my head bitten off by other subscribers ! ) , is not only keen on XLM , but is sufficiently enthusiastic to include XLM as the latest member of its " Growth Portfolio 3 " , which consists of the magazine's highest-conviction tips .

[galatea99] 08/11/2019 12:53

If Chronic Investor is saying to "sell", that's a good contrarian indicator to "buy".
They seem to rarely grasp the full story on anything much.

[john09] 08/11/2019 12:49

IC is dreadful

[mrnumpty] 08/11/2019 12:39

No doubt today's decline is due to the comment in Investors' Chronicle , which I received as an e-mail a couple of days ago , and which landed in hard copy on the doormat an hour ago . In essence , IC is unimpressed by the recent large share purchases by Ory Weihs , and bases its " sell " comments on increasing regulation in existing markets such as Sweden . However , whilst new legislation in Sweden has not been helpful , and has reduced customer acquisition , XL Media have quite evidently not lost this market , although they will have to apply , like any competitors , for a new licence . Anyway , all of this is all old news , which we all knew about . Personally I shall ignore today's comment by IC since the population of Pennsylvania alone ( 13 million ) , where XLM have applied for a gaming service licence , is considerably greater than that of Sweden ( 10 million ) , and there is the whole of the USA to aim for . In my humble opinion ( but do your own research ) , Investors' Chronicle is being far too timid and today's pull-back represents a buying opportunity , especially as , at the end of last June , XL Media had 19 pence per share in cash .

[bookbroker] 08/11/2019 12:04

Bought and sold, one of the earlier punters from 40p, made some good dough, just watching but buying here from mid 50’s, the proof is in the pudding!

[growthinvestor2001] 08/11/2019 11:14

john09 - the only thing worse than people constantly posting mindless predictions is when those predictions are way off mere hours later....

[km85] 08/11/2019 09:14

It can not be taxed on a federal tax unless the federal regulates the whole country. Of course each state might increases tax anytime they want really. But still super profitable for all parties. The house never lose.

[john09] 08/11/2019 09:14

Someone regrets not buying GAN

[bookbroker] 08/11/2019 09:10

Sure, that Gan revenue is sliced and diced, state tax taken, what’s left of the win pool, etc, etc! When states see the revenue stream you can bet ur bottom dollar that taxes will rise, probably be a federal tax soon too!

[onjohn] 08/11/2019 09:07

WJA TAKING OFF

[john09] 08/11/2019 09:07

As predicted we are now awake here too, 75p today anyone ?

[km85] 08/11/2019 09:02

Gan provides their platform and CRM to online operators. It charges operators based on licence fees and a percentage 10-15% of revenue shares. It has very stable business model. Operators must have to offer online platforms. It also secures business partnership from current operators that will go live in new regulated states.

[john09] 08/11/2019 08:50

GAN provides land based casinos in the USA with online casinos and takes 10% of the revenue. They are part of fanduel which is number one in the early states to legalise gambling Pennsylvania and New Jersey on and they listunf on the Nasdaq

XLM directs traffic to online gaming and casinos.

Quite different propositions

[jltaylor1001] 08/11/2019 08:50

Yeah similar cap but seems that gan are striving to get to xlm levels of profit

[bookbroker] 08/11/2019 08:48

Gan far too rich at the moment, lemmings diving in now, this potentially has far more traction!