Xlmedia Share Discussion Threads

[tvh123] 30/9/2021 15:36

Nearly back at the placing price, and yet the business has markedly improved since the money was raised.

[oneillshaun] 30/9/2021 15:30

Wait for the 40p stop losses lol, time to start picking up.XL is a totally different beast to what it was.

[dagoberia] 30/9/2021 15:20

PCOK i share your sorrow... i've been buying on the way down but seems like a bottomless pit of selling for now. The company seems promising based on numbers and growth prospects i don't understand why such a drop. Is this this new google ranking thing not sure

[pcok] 30/9/2021 15:00

Thanks for reply. You did well to get out. The comments I liked related to the positive noises they were making about seeing the upturn in numbers to be revealed in the January update. Obviously the market is unconvinced.

[opaldouglas] 30/9/2021 14:48

PCOK, I sold out after interims and took the narrative as a soft profit warning. I still think XLM has great potential but needs a bit more traction or US sports better catalyst.

OD

[john09] 30/9/2021 14:31

Every chart is the same

[pcok] 30/9/2021 14:21

This is hurting. I thought the webinar was positive but share price massacred. Can anyone explain?SCSW update expected on 9th October

[dougmachin] 29/9/2021 15:11

But wasn't that part of the business only about 3% of all revenue now?

Could be way off with my numbers and terms there though!

[thebigshortfella] 29/9/2021 14:51

I am not convinced that's the case northwards.

XLM have first party data, i.e. visitor data to their sites. What I believe they are saying is that they are going to use a platform behind the scenes to make better use of the first party data they hoover up on their sites in order to serve ads that have a higher chance of converting.

They are still very reliant on Google ranking their sites high in the organic search results.

[northwards] 29/9/2021 14:43

This from recent results suggests a move away from reliance on Google (first party data):o Implementation of data utilisation platform (data science, technology and operations) in Q4 2021, and completing in Dec 2022, to support utilisation of first party data, resulting in improved yield

[thebigshortfella] 29/9/2021 14:29

I'm confused. As Tomstone12 highlighted, my understanding is that XLM's sites are optimised for organic search and don't rely on paid ads for traffic. Or do they do both?

[john09] 29/9/2021 14:04

I’d rather work with google than without them !

Thats all I’m saying

[oneillshaun] 29/9/2021 13:45

As Stuarts keep telling us:

Content rich sites - if they create that then Google become super relevant as long term holders have found out.

[tomstone12] 29/9/2021 13:31

this is actually a plsu for XLM as they are focused on organic results not paid google ads.

[oneillshaun] 29/9/2021 13:09

Northwards - Google becomes less relevant!!!

Please share your source of information.

[simmsc] 29/9/2021 10:39

I'm not invested in xlm, but was giving a heads up to fellow scsw investors. Google didn't announce this change (for reasons i don't want to speculate about), but i have advanced insight into what Google does due to the work that i do. The conclusion would be. If xlm is heavily relying on paid ads in Google then this will mean traffic loss to them. If they rely more heavily on SEO (free search results) then they will most likely benefit from this change (as some customers will not be able to click on paid ads anymore as they are not appearing if they are not logged in and then these customers will click on the free SEO search results). The traffic shift that we have seen (due to this recent change) is very significant

[ali47fish] 29/9/2021 09:20

Simm what's your conclusion- good to add or sit on our hands

[simmsc] 28/9/2021 21:41

Google has in the last few days made a big update to it's sponsored ads that appear at the top of the search results. If the website (in Google's eyes) is involved in high risk or restricted products, the sponsored ads will no longer be displayed if the user (searcher) is not logged into their Google account. We think this has been done for age verification purposes. We think this will cut out about 30-40 percent of traffic (as only about 60-70 percent of users are logged in).I'm told that the sectors that are affected are gambling\betting, medicinal, adult adult services and similar. I never usually say this at the end of my posts, but this time i will. DYOR

[malcolmmm] 28/9/2021 09:50

Dropping back lately

[mrnumpty] 26/9/2021 07:53

There’s a half-page article on page 7 of the Business and Money section of today’s Sunday Telegraph which is titled “ US firms fancy a flutter on London’s listed bookies “ . The article is about the huge gambling companies , with not a word about tiny companies like XL MEDIA . However it is of interest in giving an insight into M and A activity and general trends amongst the behemoths of the gambling sector . The article is prompted by “ Draft Kings , America’s second-biggest sports gambling company [ which ] sprung a surprise last week by lodging a £ 16 bn takeover bid for Entain , the British bookmaker … “ . However , the article has doubts whether this will be allowed to occur because “ Wide-ranging powers for the [ UK ] Government to intervene in takeovers are also seen as a possible risk . Entain is the UK’s 14th biggest taxpayer [ !!! ] “ . The article concludes by stating “ [ the takeover deal ] is the natural order of things - a country like the US is liberalising betting , while the UK clamps down .

[brownie69] 24/9/2021 20:01

The increase in costs that some worry about is to my way of thinking a good thing. Its the board saying that the old bad stuff of Weil's reign with spamming Google and getting caught is gone and that the board are confident with the restructured business to increase investment levels for faster growth. Got to be good news for shareholders surely? ie capital appreciation via increased EPS and higher YoY growth rates will see XLM earn higher multiples in the market.

[dougmachin] 24/9/2021 00:59

Yep, a happy holder today.
A doubler in 2 years?
Cheers