Xlmedia Share Discussion Threads

[oneillshaun] 11/12/2019 07:35

Fozzie - I think Stuart could be a good CEO just not for XL Media.

I think with 3 profit warnings it would have made sense to bring in a senior management team that understand the core business, I have been told that the replacement CEO of Inbal Lavi has recently resigned as well as that the main guy running the finance side of the business also resigned, add to that the Group CFO, Inbal Lavi CEO Israel myself and Ory stepping down as Group CEO this to me is massive change and a massive knowledge base lost at a time when the knowledge is needed.

This does also give Stuart a sort of clean slate but he will still be fully controlled by the board so no real change.

Yes i do still hold shares, for me the main drivers should be looking and hyper local acquisitions in Finland, Denmark and get some UK casino traffic as well as that I would focus on building the US sites and looking for potential acquisitions or JV in the US, I would also be looking at new verticals.

[middlesboroughfc] 10/12/2019 18:09

He’s been fired why he’s sour

[fozzie] 10/12/2019 17:59

oneillshaun, it is obvious from your posts that you do not hold the new CEO in very high regard and seem to infer that short term prospects are not good for the company, can i ask if you still hold shares in the company and what you see as the main drivers for growth over the next 12 months? I originally bought in years ago at 30-50p, rode it all the way up and alas did not sell a single share and back down now with just a few thousand profit.

[oneillshaun] 10/12/2019 17:43

montynj - that was in June they then had the tender offer plus dividend and the share buy back up until mid July.

johnv - right now they are not involved in US sportsbetting, the site XL owns rank well in the UK they might have hit a few US key words but not very much traffic.

[johnv] 10/12/2019 17:09

Where in the US sports betting is XLM involved

[montynj] 10/12/2019 16:59

At the end of June it had cash of US$43.7m or 19p a share and it had just increased the interim dividend to US$5.8m or 3.2 cents per share (ex-4 October). CEO Ory Weihs has just bought 330,000 shares at 60.5p (taking his holding to 6.32m

[nofool] 10/12/2019 15:40

Calm down lads, but yes, speaking of charts, a bowl may be forming which would accelerate a rally on good news to 100p very rapidly, and beyond.

Certainly, if the summer highs at 82.25p get beaten.

[its top up time] 10/12/2019 15:26

If you are looking for 80p again.. Get in now!

You're so right nofool, the chart is showing massively oversold on the dailies and ready for some major upside hereon..

[the brex pistols] 10/12/2019 15:14

Bring back Johnwise. All is forgiven.

[nofool] 10/12/2019 14:54

Will it be straight up to 70p?

[nofool] 10/12/2019 14:52

He who dithers..

[nofool] 10/12/2019 14:43

Go Gretchen.

The charts are aligned and ready for the news!

[albanyvillas] 10/12/2019 14:35

Michigan superb news for Xlm

Breaking news!!

[albanyvillas] 10/12/2019 14:35

e on Michigan :

Legislation to legalize sports betting, internet gambling, online poker and daily fantasy sports will pass the Michigan state legislature by Wednesday, according to state Sen. Curtis Hertel Jr.

After weeks leading negotiations between industry stakeholders and the administration, Hertel tells Legal Sports Report that an agreement has been reached that will get the signature of Gov. Gretchen Whitmer.

hxxps://www.legalsportsreport.com/36378/michigan-sports-betting-deal/

[albanyvillas] 10/12/2019 14:34

Legislation to legalize sports betting, internet gambling, online poker and daily fantasy sports will pass the Michigan state legislature by Wednesday, according to state Sen. Curtis Hertel Jr.

After weeks leading negotiations between industry stakeholders and the administration, Hertel tells Legal Sports Report that an agreement has been reached that will get the signature of Gov. Gretchen Whitmer.

hxxps://www.legalsportsreport.com/36378/michigan-sports-betting-deal/



Wow
Superb news for Xlm

[nofool] 10/12/2019 11:56

When you've finally plucked up the courage to buy some more XLM, they'll be back above 70p again! That's how it goes.

[talygarn tom] 10/12/2019 11:47

If you look at the September presentation I think the strategy is quite clear.

1) They see the long term increase in growth and profitability coming from the development of publishing assets with an "opportunist approach to M&A".

They have already proven that this is the best strategy for developing long term, sustainable growth and improved profitability. This is key.

2) They will "seek to create a broader base of assets in it's core verticals of personal finance and gambling". There is no doubt that opportunities will develop in the US but these will take time to develop and it is not clear at this stage if potential growth here can outpace decline in existing markets as the regulatory conditions tighten. I see the gambling vertical as a neutral until evidence emerges to the contrary.

3) They are looking to expand the personal finance business and are "actively pursuing further growth opportunities". Personally, having studied Stuarts role at Rakuten, I think this is where he may be able to bring opportunities to XLMedia, again I point to the Rakuten deal with Wells Fargo, with a view to balancing and diversifying the business over the medium/longer term.

hxxps://www.xlmedia.com/investor-relations/presentations-reports-documents/

[bookbroker] 10/12/2019 11:41

Whatever, it was a good idea to diversify, putting all your eggs in the gaming basket not necessarily prudent, example of Europe and the reason the share price is where it is. Why did he leave is the question!

[oneillshaun] 10/12/2019 11:12

boobroker - the guy that built the finance side of the business has just left the company so i am not agreeing with your thoughts.

[nofool] 10/12/2019 11:03

No known reason for the recent fall. Charts are screaming "rally", or at least a short term bounce before a rally proper. Great opportunity once again!

[malcolmmm] 10/12/2019 08:58

GAN still seems to be in a better position than XLM even if they have fallen somewhat lately

[bookbroker] 10/12/2019 08:55

Read the last statement, might only be 14%, but that was then, slow, steady progression, but they realise that regulation going to occur in every country, gambling a social ill when you cannot afford to lose, they will wake up in the US that internet gaming will have repercussions when you can play on credit!

[oneillshaun] 10/12/2019 08:41

bookbroker = how did you come to that conclusion?