Xlmedia Share Discussion Threads

[northwards] 17/5/2024 07:25

Headcount is down to 100. I'd expect this to fall further. Good.

[km85] 17/5/2024 07:21

Another positive point:
The Group is working closely with all its Media Partners following the Google update, the majority of which have been unaffected by the changes to date, while continuing to focus on its O&O websites which have seen some early improvements in rankings. We continue to monitor the situation very closely.

[km85] 17/5/2024 07:21

From 5 May 2024, Google applied manual actions to a number of media organisation's websites judged to feature third-party content that promotes coupons and offers, including in some instances
Positive on the below:

online casino and sports betting offers, that are not consistent with the Brand's authority. These manual actions may impact the visibility of this content in Google search. XLMedia's O&O websites have not been affected and a number of pages have seen ranking improvements.

[northwards] 16/5/2024 22:53

So the remaining US business should have revenues of c $28m & ebitda of $5.5m for the period just ended.

[northwards] 16/5/2024 16:47

Well, let's see what tomorrow brings. Could sell in size at 11.85 ahead of close.

[northwards] 16/5/2024 07:21

WNBA & Caitlin Clark opening up a whole new betting market it seems: https://x.com/sports_handle/status/1790852694758015377?s=46&t=6L3i5L2B0LVcI0QnNB2C4A

[northwards] 14/5/2024 13:36

No targeted ads across multiple social platforms using data insights to target new / emerging gamblers ?

[oneillshaun] 14/5/2024 13:00

Almost all of the traffic will be via Google

[northwards] 14/5/2024 12:45

Hmm, but Google is just one route to the consumer.

[oneillshaun] 14/5/2024 10:34

If the market CAP is £20m the share price can hardly increase

[oneillshaun] 14/5/2024 10:33

It does not matter how smart XL media say they are everything relies on Google, if your sites get pushed down in Google then your traffic dies.So far our competitors have taken hit so I have a feeling XL media has as well.

[northwards] 14/5/2024 08:14

Really don't know what make of this one. £31m market cap. Probably c£20m after sale proceeds, payment of deferred earn out & tax liabilities. Should have more clarity on Friday.

[northwards] 12/5/2024 09:55

Shaun, grateful to hear more. Surely data and smart content is used to reach punters on multiple platforms that totally swerve Google.

[oneillshaun] 11/5/2024 12:11

lol trust me I would rather this go to 20p plus despite selling a large chunk recently I still hold

[danieldruff2] 11/5/2024 11:14

Think you're wasting your time trying to talk this down Shaun, I reckon it's already gone, we'll see on Friday.

[oneillshaun] 11/5/2024 08:56

Guys hate to rain on the parade but please check out articles relating to the most recent google update.Everyone is getting smashed, so niece a very horrible feeling that XL will be affected if it the case the update is not going to be pretty and it won't really matter how much they plan to return as this could drop right back down.

[km85] 10/5/2024 22:18

Don’t think we need a new ceo. As I see it the business will be sold out before they even hire a new CFO.

[oneillshaun] 10/5/2024 15:30

He has been with the company for about 18 months we can't have another new CEO

[northwards] 10/5/2024 14:48

I think a lot will depend on clarity around cost base of ongoing business. I'd also question the logic of having a U.K. based ceo going forward.

[oneillshaun] 10/5/2024 11:15

Results day this will fall below 10p

[northwards] 10/5/2024 10:59

Feels that way. And they haven't posted on linkedin for 2 months.

[danieldruff2] 10/5/2024 10:43

Yes results on a Friday
Always been on a Tuesday or Thursday before
Just adds to the impression they're turning off the lights and closing the door

[northwards] 10/5/2024 10:39

Next Fridays update is key. It's really difficult to get a sense on the ongoing business at the moment. My guess is c 30m US annual revenues.