Xlmedia Share Discussion Threads

[john09] 07/1/2020 17:03

I think maybe one or two of the SCSW naps are leaking? Or maybe completely unrelated who knows

[john09] 07/1/2020 16:53

Nice action indeed. Bid? SCSW nap tip?

[jltaylor1001] 07/1/2020 16:51

Nice action

[harry3021] 07/1/2020 14:08

i sold this one - I'm just too nervous to hold it - not even as a speculative trade! I don't really like (much) the ones they portray as flagship websites and I don't know the rest of them so I got out.

[km85] 07/1/2020 13:45

Fidelity Management & Research Company LLC Increased the ownership percentage to 7.11% from 5.35%

[tomstone12] 06/1/2020 13:02

Gamble1 - look at his linkedin he is involved in several companies including one that looks quite sizeable.

[gamble1] 04/1/2020 18:52

It might be that he just don't know anything else

[km85] 04/1/2020 10:48

That is right tvh123. I would also think that most of the time Ory reinvested the dividends by buying back more shares. That shows he does not think of them as income to spend.

[tvh123] 04/1/2020 09:13

The notion that the former CEO is purchasing shares to "average down" is wide of the mark. Approx 2.5m of Ory's current direct interest has been built through the exercise of options since XLmedia listed at an average of 27p (strike prices have been at 49p and 15cents). Approx 2m has been purchased on the open market at an average of £1.23 (prices have ranged from £1.04 to £1.88), and approx 2.5m has been purchased over the last 6 months or so at an average of 53p.

His current average price is around 64p.

He also held an indirect interest via Webpals Enterprises Partnership Limited (WEPL sold their entire stake at £1.10 a couple of years ago). The proceeds from that transaction would have more than offset all purchases above £1.

Therefore, I can only conclude the buys over the past 6 months are less to do with "averaging down" and more to do with the fact that the market price fairly values the current state of the business (including a reduced dividend in line with reduced profits) with potential for renewed growth over the medium term.

[middlesboroughfc] 03/1/2020 08:53

Yes, i also wonder how you survive on the dole shaun now you are fired from XLM



:)

[oneillshaun] 03/1/2020 08:43

Fozzle - I have no idea what his investment strategy is but I am guessing he is like others is jus trying t get his average price down.

What would be interesting to see is what will if and when XL cancel the dividend, as Ory would have no income from this holding, wold he start selling at the right price......

[fozzie] 02/1/2020 14:50

oneillshaun - Why does Ory keep buying shares here? It's a serious question. He already has stacks of the things. His judgement thus far hasn't been that great but i have to think that he is buying to make a profit.

[albanyvillas] 02/1/2020 14:11

Show us the Money Ory

[rivaldo] 02/1/2020 14:09

Ory's bought another 100,000 shares at 44.5p - he now owns 7.01m shares, or 3.75% of the company:

[malcolmmm] 30/12/2019 14:06

GAN is up 15.56% at the moment, takeover imminent imo

[tomv33] 30/12/2019 12:02

No don't wish a takeover. You can make more cash by waiting a few months

[malcolmmm] 30/12/2019 11:55

GAN up again , 9% today ,takeover ? fill ya boots

[salchow] 24/12/2019 14:11

Seems to be part of those sold by River and Mercantile.

[john09] 24/12/2019 12:17

I’m not surprised

[km85] 24/12/2019 10:50

Merry Christmas to all of you. I wish you all a successful year ahead.