Xlmedia Share Discussion Threads

[malcolmmm] 10/11/2021 09:05

Added on the retrace this morning.I think XLM is a somewhat different beast these days. I did buy some below 20p, 16p I think as I posted at the time

[pegleg69] 09/11/2021 16:19

Hi Malcolm hoping this is a good medium hold at least - but do agree everyone should be cautious especially on AIM stock as tends to be higher risk, although I'm a relatively big sharesholder and holding medium/long term. I believe the business under Stuart is heading into a very different direction with a very different focus hopefully. Just my view everyone shoulkd do their own research.

[malcolmmm] 09/11/2021 15:41

Not a very good investment if holding long term .I sold in 2017 for 218p so I suspect investors are a bit wary .I am so dont invest a lot in XLM myself.

[mrnumpty] 09/11/2021 14:25

Just to remind you of the " helpful " comments here by John09 , when the share price recently did indeed slide to a bottom of 35p , although I personally wonder if that was because the market makers wanted to build a stock of shares in order to fill the raft of recent " buys" by directors ( which , obviously , we should have taken as a screaming " buy " signal , and I did indeed top up with more XL Media shares ) . So , John09 stated " Someone's bailing . Support at 35p " ( 15th October 15.40pm ) ; " It's Ory Wehs selling " ( 15th October 18.22pm . This was part of a story built up by John09 that Ory Wehs was selling , as though , even if remotely true , Mr Wehs would communicate this to our dear John09 ) ; " I wouldn't rush in " ( 15th October 20.16pm , even though this was precisely THE moment to rush in ) ; " measly director buy " ( 29th October 8.55am . Yes , John , it wasn't a huge buy , but it was the first of several by directors ) . Good luck to all genuine investors here .

[mrnumpty] 09/11/2021 14:16

For those here who are amused by John09 , he has now stopped his campaign of denigrating Reach Plc on the ADVFN chat site . The share , having been up to £ 4.20 three months ago , started to slide with no comment by John09 for quite a while and yet , as it neared its nadir of about £ 3.15 , he started to make hysterical comments ( I believe he used the term " death drop " on three occasions with reference to Reach ) . Well , now that Reach has started to recover in anticipation of a trading update this Thursday , he has just stated ( boasted ? ) " I've taken a 150,000 buy [ in Reach ] last couple of days " ( ADVFN 8.22 am today ) . He doesn't state whether that's 150,00 shares ( about £ 470,000 at the moment ) or merely 150,000 shares . Of course there is no way of telling if there is any truth in this , but experience of reading his posts suggests to me that , when he has ceased his campaign of trashing a company's share price , it's when he knows that it can't be pushed down any more and that he has filled his boots . So , take a look at Reach , but my purpose here isn't to ramp or to decamp but to point out that , even if one listens to John09 , it might be best to take his statements as the opposite of what he says .In other words , once he's started a campaign against a share price , it's too often when it's about to reach its nadir and , conversely , once he makes positive noises , it might just be because he wants to push it even further . Anyway , do your own research - don't rely on anyone here , not even Mr Numpty .

[oneillshaun] 09/11/2021 14:03

2 years you will see that but not short term I think we might see 65/70p this year with no news, news of an acquisition we might hit 75/80p but it would have to be a decent buy.Currencytrader1 - I agree fundamentals are now looking much better under Stuart but he needs to deliver a solid update with no surprises unless they are positive.

[wasteof] 09/11/2021 13:37

Thank you shaun for more informed comments.

W

[abarclay] 09/11/2021 13:25

yes, im hoping for more like 130-180p

[currencytrader1] 09/11/2021 12:56

All very relevant points below, but the takeaway for me is that the fundermentals are solid, and I'm a firm believer in the vision and drive of Stuart Simms.
The main catalysts for initially driving the share price down here were the Google ad word issue, plus Covid.
Ad words are now sorted, and Covid is getting there...
Good update in January from Stuart, and this has 80p written all over it..

[brownie69] 09/11/2021 12:46

Arieljchohen.
Your assumption is correct. XLM are a performance marketing company akas an affiliate. They are not operators, they just sell clients to operators.

Oneillshaun has perfectly summed up why we should not get over excited about New York. The fact that its 9 licensees is good, they were originally talking about only 4. But the tax rate kills it. Its impossible to run a successful business with any rate much above 25% really. Got to assume the NYC will see the error of their ways and or add online casino permission to the licenses.

[abarclay] 09/11/2021 12:41

A lot of other states will be much more profitable, I also hope XL are looking at Ontario Canada 14.7m population and its about to regulate very wealthy population.






Brilliant news

[abarclay] 09/11/2021 12:40

I renember these being 195p
'People, Pastimes and Pleasures'

[oneillshaun] 09/11/2021 12:31

XL make money when a player opens an account and makes a deposit, for these 9 newly licensed operators CPC (paying for clicks) marketing now makes very little sense due to massively tight/ non existent margins, I think they will be used XL but let's be real these 9 are industry giants and the kind of volumes XL will be able to provide in NY will hardly scratch the surface for them, I hope I am wrong and XL crush in NY just trying to be realistic.

[oneillshaun] 09/11/2021 12:25

I am very curious to see the maths on the 51% because it simply does not add up.

It's outrageous. 51% of gross gambling revenue by the time you deduct bonus cost, platform fee, payment processing fees, affiliate commissions, yearly minimums taxes and the $25m licensing fee, everyone will be running at a loss, the only way it can change is if they regulate casino and tax at much lower percentage otherwise New York is a loss leader at 51%.

A lot of other states will be much more profitable, I also hope XL are looking at Ontario Canada 14.7m population and its about to regulate very wealthy population.

[pegleg69] 09/11/2021 12:22

Hi I do think this is relevant as this is one of the main industries that supports them and their business model and the reason the company expanded into the US, so if the US betting is opening up aggressively, that can only be be very positive for XL Media. just my two cents everyone should od their own due diligence.

[scubadiverr] 09/11/2021 12:19

Who the 9 companies are is only relevant depending upon thier marketing strategy, will they pay for XLMs services? The fact that 9 are now licensed in NY and that XLM has assets in NY is highly positive. I don't have enough info on the tax situation but presume it is irrelevant as expect it only applies to actual bets placed, which XLM are not involved, as they are performance marketers, not a sportsbook

[arieljcohen] 09/11/2021 12:09

Just for my own understanding - XLM dont actually own any sports betting sites right? They own sites that publish articles on US sports and make money on clicks? So realistically whomever the 9 companies that gain the licenses are is irrelevant as far as we're concerned? Same applies to the tax rate I assume. Thank you.

[tomtum1] 09/11/2021 12:06

Easy 80p on the way

[northwards] 09/11/2021 09:53

Looks like market is slowly waking up to New York news.

[aishah] 09/11/2021 05:10

Gross sports betting revenue taxed at 51%. All nine will be licensed for 10 years based on the tax rate.

[northwards] 09/11/2021 00:17

Great news. New York State approves 9 betting licenses. Should be up and running by super bowl. https://www.bloomberg.com/news/articles/2021-11-08/draftkings-fanduel-among-winners-for-n-y-sports-bet-licenses

[abarclay] 08/11/2021 15:10

scsw on weekend

[tomtum1] 06/11/2021 21:18

John missed out on the bottom 35p

[currencytrader1] 06/11/2021 20:36

No one should take investment advice from a chat room as there are many non genuine guys around. I don't see John's posts, and maybe you all should do the same. He seems to be a very disgruntled investor.