Share Name Share Symbol Market Type Share ISIN Share Description
Xlmedia LSE:XLM London Ordinary Share JE00BH6XDL31 ORD USD0.000001
  Price Change % Change Share Price Shares Traded Last Trade
  +0.50p +0.50% 100.50p 633,538 15:08:40
Bid Price Offer Price High Price Low Price Open Price
100.00p 101.00p 100.50p 98.00p 99.50p
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 83.90 25.10 9.72 11.0 221.5

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Xlmedia (XLM) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
16:10:57100.505,0005,025.00O
15:33:23101.0010,00010,100.00O
15:15:32100.86102102.87O
14:10:33100.865,0005,042.75O
14:10:09100.9010,00010,090.00O
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Xlmedia (XLM) Top Chat Posts

DateSubject
19/9/2018
09:20
Xlmedia Daily Update: Xlmedia is listed in the Media sector of the London Stock Exchange with ticker XLM. The last closing price for Xlmedia was 100p.
Xlmedia has a 4 week average price of 85p and a 12 week average price of 85p.
The 1 year high share price is 223.50p while the 1 year low share price is currently 85p.
There are currently 220,352,402 shares in issue and the average daily traded volume is 1,234,356 shares. The market capitalisation of Xlmedia is £221,454,164.01.
12/9/2018
08:16
albert zog: There’s a lot of moaning on here about re Ory He’s not personally responsible for GDPR, or regulation, or the new Facebook regime. These are the industry issues which have knackered XLM. Look at Catena. It’s the daddy and it’s share price has been mullered too. This is not XLM specific
24/7/2018
14:11
pazzuzu: Tomo it's not content less comments, he doesn't provide enough information to get fair value for the share price. He is left wanting in this area. And as such the share price has halved, simply and more so because he fails to provide the market with infornation. Period. He's is a failure as far as getting value for shareholders.
24/7/2018
07:46
amunro: Suppose the share price crash was over done, but really business as usual? Steady as she goes but nothing to set the world on fire? Will be interesting to see what happens with the share price?
18/6/2018
22:45
adamb1978: Wow! Didnt read this board for 2-3 days, come back and see several posts directed at me by someone! I'm not quite sure what's so confusing or why I've deserved to receive such vitriol from someone. For what its worth though, checking my records, my background in XLM is as follows: - Bought in Feb, April and May 2015 in the mid-high 60s (didnt actually realise I bought 3 times) - Stupidly sold around half around 100p in H1 2016 - posted regularly on here at various points over the last 3 years - sold 1/3 of remaining holding a few weeks back at 181p - saw the profits warning a week or so ago, thought the share price reaction looked overly dramatic and posted in that vein - later that week after I'd had the chance to go through the TU in greater detail, I decided that the risk/reward balance wasnt attractive, in contrast to how it seemed on the back of all of XLM's trading updates preceding that. I don't think I'm the only one who thinks that the recent RNS from XLM contained very different tone/messages to before...and if the facts change, is there any reason why my view on a company as an investment cannot change? The post which I made was based on facts - unfortunately advfn is full of people who are just spoiling for a fight rather than engaging their brain. In terms of the delay between my posts last week - I'm not a day-trader...I have a full-time job (well, 60-70 hours a well) and kids so sometimes it takes me a few days to go through things. A year or two I set myself a rule for profits warnings which was along the lines of 'sell first, ask questions later', which I wish I'd applied this time as would have sold my remaining XLM 15%-20% higher. Anyway, thanks to those who defended my post. I'm not quite sure why I need to justify my actions, but there you go. Adam
17/6/2018
22:47
master rsi: NOW the comments below is more my way of thinking and plenty more truth about the company from " TalygarnTom" yesterday ............. " I am a long term holder of XLM and I can barely believe what I have witnessed this week.I thought it might be useful to share my thoughts with existing holders and with potential new holders. 1) No doubt this revenue miss came as a surprise because we have all been used to very consistent performance in the past. However, revised revenue is now £129m from £137.6m last year. So a significant revenue miss which has caused some panic. An important point to note is that the shareholder base at XLM is almost a 50/50 split between private investors and institutions and it is worth noting that there is not a single RNS noting a significant sale from an institutional holder so we know which group panicked. 2) The revised net profit figure is now £29.5m from £30.3m last year returning to £32.6m in 2019. So you have to ask yourself if you think this warrants a near 50% fall in the share price of a company that was already trading on a conservative p/e. 3) It is very important to understand that XL Media revenue yields very different levels of profitability. This is illustrated by the diagram on p.13 of the annual report which you can find here: hxxps://www.xlmedia.com/investor-relations/presentations-reports-documents/ As you can see a lot of the revenue on the right yields less profit than the revenue in publishing on the left hand side and new acquisitions have and will likely continue to come from this area. Taking this into consideration it is important to understand the relationship between revenue and EBITDA at XLM. 4) I full understand and accept why the GDPR and regulatory changes can cause a short term blip in revenue growth. These often rely on complex legal text to be revised and this can take some time. 5) Moving forward if there is one thing I would like to see in the July statement, other than an earnings enhancing acquisition, it is a better illustration and explanation of the potential growth path for this business especially with regards to the US market which they have been focusing on for some time and which looks to be fertile ground for further growth. For a company with and average ROCE 39.9%, no debt, cash of $43.3m, a yield of nearly 5%, div cover between 1.7 - 1.9. and a rolling p/e of 11.2 you really do have to ask yourself if you will see many better opportunities than this. "
15/6/2018
19:33
adamb1978: Hello all Having sold 1/3 of my position earlier this year at just over 180p, I sold the rest in the last 48 hours following the profits warning. A few comments on why I came to that conclusion: - the arguments about 'putting the cash to work' I simply dont buy. XLM has ended the last 4 financial years with $35m - $40m net cash so it seems that for whatever reason, they feel the need to keep this balance in the bank. Perhaps its because in a downturn, turnover might plummet and no-one would ever lend in volume to this sort of company - some sectors shouldnt have debt, as Carillion and it peers now know! And given most of the capital they raised earlier this year is spent, I dont see that they have a huge warchest to spend on M&A. So the cash balance is neutral to value if you ask me. I do get why people factor the cash balance into a valuation, however that's really a fundamental view of valuation rather than market view - they've always had that cash balance and never really been given any credit for it by Mr Market, so why would they now? - if you look back over the last 5 years, their NTM PE has averaged around 11x, and has often been in the 10x-12x range. In the last year or so they've broken out from this range, however management credibility will now be harmed as a result of the profit warning so that 10x-12x range is now more likely again in my view, certainly for the next 12-18 months whilst they re-establish their credibility. Given that I see EPS this year in the 9p - 9.5p range, then a share price of say 100p - 120p feels appropriate - director buying is a red herring in my view. Ory has bought several times in recent months and then we had the warning, so I dont attach any value to the director purchases after the warning - one profit warning often leads to another. Difficult to say the % chance of it happening here, but if it did, and we're looking at say EPS of 8p, PE could contract to say 10x and 80p share price. I'm not saying more warnings will happen, however there has to be a chance of it and certainly more chance of that than them re-rating higher. I like the company, and have held for a while since acquiring around 60p, but it has always suffered the Israeli discount and I dont see much upside in the short/mid term from here. All the best for holders, Adam
31/3/2018
11:22
acamas: What no one has mentioned is that perhaps the targets are falling in price and Ory is in no rush to buy a falling knife. Just perhaps that is why he is keeping his powder dry. Also he may have been looking at a number of acquisitions and if their price is dropping he might be able to buy the lot rather than any four from say six. The current XLM share price does look good value and 18 months on it could look an absolute steal The company has value and the share price seems oversold which to me says buy soon for capital gain later. I think a 3 bagger is achievable
14/3/2018
11:39
rivaldo: I went to the presentation yesterday and came away extremely impressed and encouraged. Ory and Inbal Lavi presented. Most of what was said was as per the web cast and in the results. There was certainly a stress on "aggressive" growth targets, and on the potential for both organic and acquisition-driven growth. Even in the "home" Scandinavian markets XLM still have a relatively small share of their markets, and XLM are confident of growing this. They didn't want to go overboard on the potential in the USA. However, there are a number of reasons for optimism: - the potential lifting of restrictions on sports betting in the USA after the upcoming court case - the recent allowance of online gambling etc in Pennsylvania, which could spur further relaxation in other states. Pennsylvania should begin generating such revenues in H2'18 - money comparison web sites and take-up in the USA are well behind those in the UK and elsewhere. XLM are hopeful from feedback and performance to date that Greedyrates, moneyunder30 etc will grab a large slice of this market The rewards from some or all of the above could be transformational imho. Finally, there was an interesting interlude when a question was asked by someone who stated he was (1) one of the founders of Moneysupermarket.com and (2) a large shareholder in XLM. He noted he'd buy a lot more if XLM wasn't so illiquid! Given the consistently large volumes I'm really not sure about that. Anyway, he stated XLM was a "beautiful" business given the large recurring income arising from the book of referred customers from whom XLM gain a lifetime revenue share from the gambling companies. He believed that XLM should make more of this. He believed the City wasn't currently aware that XLM had such a significant bedrock of recurring income - and Inbal agreed that in theory they could turn out the lights, shut down everything else and have a highly profitable business sitting and collecting these revenues. If the market was aware of all this then XLM would trade at a multiple significantly higher than currently. This is probably true imo. I suppose the hope is that at some point institutional investors will see through the usual negatives, i.e Israeli-based (which in the USA would probably be a positive), gambling-centred (which is steadily reducing) and concentrate on XLM's virtues. This process has hopefully already begun given the successful January placing at 198p. Why the share price has slid to 181p - almost 10% below the placing price - is beyond my ken apart from there being a specific seller or two who need the cash. Perhaps they need profits to balance out losses in CVR/GNC/all the other companies who've recently warned!
15/9/2017
15:37
morph7: Very much appreciated for taking the time to write that out. Cg8 you have probably put 2% on Xlm share price today!
15/9/2017
09:36
rivaldo: Good to see that John Rosier has bought more XLM after attending their Berenberg presentation. His column gets syndicated in the Daily Mail (and the IC from memory?), so hopefully XLM will get additional coverage there: Http://johnsinvestmentchronicle.com/jic-portfolio-trade-added-to-xlmedia/ "JIC Portfolio trade; added to XLMedia September 13, 2017JRXLMedia XLMedia (XLM.L, AIM, Market Capitalisation: £292m, 143p, 5.0% of JIC Portfolio and 0.0% of JIC Top 10): I have increased the (averaged up) holding to 5.0% of the JIC Portfolio this morning. I attended a post Monday’s results presentation by the CEO, Ory Weihs, yesterday evening. A few years ago, the company was criticised for being cagey about how it makes money. It has responded by being far more open in its presentations. Investors now have a much greater understanding of the quality of the business and appreciation of its growth opportunities. It has been rewarded with the stock being much less volatile than in the past (the day after I first bought in October 2015 the share price dropped 20% on a spurious read across to another company’s travails). The share price has also performed well, up 55% over the last year but in my opinion still looks good value. According to Stockopedia the shares are valued at 13.6x December 2017 earnings for 13% growth and 12.9x December 2018 for 5.5% growth. After yesterday’s presentation, I feel confident that this year’s forecast is too low and next year’s, most probably, far too low. The prospective dividend yield is 4.1% for 2017 rising to 4.4% in 2018. In my recent posts on Bioventix (see August monthly review) and Iomart I highlighted the Quality of the businesses. Stockopedia gives XLMedia a Quality score of 96. So, what are the main financial attractions? An operating margin in the mid-to high 20’s; a return on capital in the high 20’s and very strong cash flow. Last year earnings per share of 13 cents converted into operating cash flow per share of 13.5 cents and after capex of 8.7 cents per share it left free cash flow of 5.2 cents. It has a strong balance sheet as demonstrated by the latest results which showed net cash of $43.1m at 30th June, although that will have dropped given recent acquisitions of Moneyunder30.com and the remainder of Marmar it did not own. On Stockopedia it appears on no less than five screens; Martin Zweig Growth, Richard Driehaus Momentum, Joseph Lakonishok Momentum, 52 week high and Growth at a Reasonable Price."
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