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Share Name Share Symbol Market Type Share ISIN Share Description
Xlmedia Plc LSE:XLM London Ordinary Share JE00BH6XDL31 ORD USD0.000001
  Price Change % Change Share Price Shares Traded Last Trade
  +1.00p +2.06% 49.50p 450,866 09:03:05
Bid Price Offer Price High Price Low Price Open Price
49.00p 50.00p 49.80p 49.00p 49.50p
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 92.43 19.73 7.06 7.0 104.4

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Xlmedia (XLM) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2019-05-21 15:40:0250.0060,31630,158.00O
2019-05-21 15:25:0449.371,543761.78O
2019-05-21 15:07:0749.391,371677.12O
2019-05-21 15:02:1149.1025,00012,275.00O
2019-05-21 14:28:1249.3712561.71O
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Xlmedia (XLM) Top Chat Posts

DateSubject
21/5/2019
09:20
Xlmedia Daily Update: Xlmedia Plc is listed in the Media sector of the London Stock Exchange with ticker XLM. The last closing price for Xlmedia was 48.50p.
Xlmedia Plc has a 4 week average price of 47p and a 12 week average price of 27.78p.
The 1 year high share price is 190.50p while the 1 year low share price is currently 27.78p.
There are currently 210,841,129 shares in issue and the average daily traded volume is 1,207,595 shares. The market capitalisation of Xlmedia Plc is £104,366,358.86.
21/3/2019
11:34
researchanalyst1: Apart from Elsa, has anyone noticed the unrelenting share purchases in the last 48hrs? The sheer magnitude of BUYS appears somewhat unreal. Thus, I expect the share price to begin to move shortly. Remember, at 55p, XLM is sporting an extraordinary undervaluation. To this end, take cue from the smart money loading-up in batches of £40,000 and above. Something appears afoot and it's not the forthcoming results... Or is it?
03/3/2019
12:03
researchanalyst1: MATERIALLY OVERSOLD... On the 26th of February 2019, Berenberg, the world’s second oldest investment bank (established in 1590), and one of the most respected in the City, reaffirmed its BUY investment rating on London-listed XLMedia Plc and set a price target of 115p. Here’s why… A large number of investors mistakenly fall for the premise that complexity is a key component to superior performance. The City of London’s investment banking sector has cultivated and reinforced this fallacy for generations. In fact, nothing could be further from the truth. In the end, complex investment strategies almost always suffer from chronic underperformance. And regardless of the hype and prestige these investments are commonly cloaked in, they are usually designed to, first and foremost, enrich those managing and selling them. Thus, for the experienced and novice investor alike, straightforward and transparent investments are almost always the best of all options. Take XLMedia for example; the Jersey-based provider of digital marketing services, which counts Ladbrokes’ former head honcho Chris Bell as a director, generates its revenues by cleverly driving traffic from its 2000-plus websites to regulated gaming platforms and earning either a fixed fee or a share of the revenue in the process. How simple and straightforward is that? Word of caution though: dismiss this business model at your own peril. Why? XLMedia has an impressively diversified client base, with over 150 operating partners located across twenty countries worldwide. And due to the nature of the business, it has very little by way of physical assets, however it is extremely cash generative. At the company’s interims (30 June 2018), for example, XLM had $51.3 million (£38.9m) of cash and short-term investments compared to $43.3 million (£32.3m) as at 31 December 2017. The increase in cash reflected an increase of $13.4 million (£9.78m) provided by operating activity, and an additional increase from share capital issuance of $42.6 million (£31.3m), offset mainly by investing $43.7 million (£33.1m) mainly on acquisitions and $8.0 million (£6m) on dividends. This is both impressive, in terms of cash generation, and shrewd, in terms of the company’s deployment of its cash pile. But even more impressive was the company’s asset growth. Current assets, at 30 June 2018, were $77.0 million (£57m) and non-current assets were $129.0 million (£97.1m). The increase in non-current assets was attributed mainly to acquisitions of domains and websites. Remember, with a heavy focus on search engine optimisation and web ranking to drive traffic, these websites are tremendous cash generators which, subsequently, increases the value of these domains should the company decide to sell them. More importantly though, the company’s paltry debt of £7.1m – which is more than covered by the company’s gargantuan cash pile – means XLM is fundamentally debt-free with the return on invested capital mirroring closely the return on equity generated by the company. As a measure of quality, XLM generates healthy returns from the capital invested by shareholders. After an initial high return, ROIC seems to be levelling out at between 20% and 25%. This suggests quality, and a business able to generate consistent healthy returns, even whilst it is growing. Thus, put simply, XLM generates consistent free cash flow, and ongoing requirements in property, plant and equipment is very low (less than $1m annually). This leaves them free to make regular investments in growing their domain and website portfolio. These investments, in return, increases the company’s reach, particularly into new countries and markets. Of course, the largest regular payout is to shareholders (through dividends) which, going forward, is comfortably sustainable. Now, having examined the business at depth, it’s time to attempt to figure out a discounted cash flow (DCF) valuation. Here goes…. • The average free cash flow over the last 12 months has been around £8.2m. • Net income has grown at 24.57% for the past five years. If the trend towards consistent higher margins (on its publishing segment) and return on equity continue, growth seems relatively predictable to circa 20% for the next five years. • By the end of February 2019, and including the £7.5m ($10m) share buyback programme initiated at the backend of last year, the company’s cash pile is expected to have grown to circa £35m whilst the value of tangible assets is expected to stabilise at £58m. • The company’s EPS in 2019 should come in at a healthy 11.9ȼ, giving rise to a PE of just 5 times earnings at the current share price of 55p. Compare this with the sector average PE of between 18 and 22. • The discount rate (i.e. the required annual return on investment) employed will be 10%. Based on the above, one arrives at a potential intrinsic value of 119p against a current valuation of 55p. This appears to be in line with Berenberg’s price target of 115p. More to the point, however, the current share price is not only changing hands at a staggering discount to the suggested intrinsic value, but offers a spectacular margin of safety. And identifying a margin of safety is what these valuations are all about. But there’s more… At the company’s February 26 2019 trading update, XLM advised the market that it was materially increasing its investment across its higher margin publishing activities (with specific focus on growth opportunities in North America) whilst materially reducing its media activities which have lower profit margins and unstable revenues. What’s not to like with the above? Better still, the company went on to remind the market that it had a material cash balance (£32m), continued to generate strong cash flows from operations, was committed to both maintaining a progressive dividend policy (paying out at least 50% of net profit) and continuing with the share buyback programme which, for the record, has still got a considerable distance to go. Again I say, what’s not to like with the above? Yet, the market thought it fit to mark down the shares by an eye-popping 55%... Really? Frankly, if ever there was a textbook example of a materially oversold stock then this is it. Remember, the stock market is not always the perfect arbiter of value. Howard Stanley Marks, the serial value investor and founder of the multibillion, wealth management firm Oaktree Capital Management, once opined that: "All intelligent investing is value investing — acquiring an asset for less than its value means seeing what everyone else sees and thinking what no one else thinks." Roll on Tuesday the 26th of March.
02/3/2019
09:51
rysk100: Ex-Webpals employee which is the 'actual' company within XLMedia in Israel. Media refers to the mobile ad network companies (Dau-up, Clicks Mob) that they bought - these acquisitions were a disaster (see Matomy share price as an example), super low margins. To the poster below, there's no sell on value, an ad network is a brokerage between the seller and buyer of mobile ad space. The press release when discussing reducing media activity also refers to paid media which would include Google ad words and facebook media buying. It would be a very strange move to cancel activity here where margins are higher than mobile display but lower than publishing (SEO). Regarding paid media (lets call this PPC) Webpals has lagged behind the competition for a long time. For instance, go to any UK search result for a casino betting term and Webpals (XLMedia) do not have any site with a presence buying these keywords. Publishing in effect means SEO. The 1200 'information rich content sites' they refer to is B.S. In reality there's about 30-40 which make money, of which about 10-15 make super good money. The rest of the sites in their portfolio are just used for SEO infrastructure purposes i.e. back-links. Here again, Webpals has been struggling, they made some good betting and finance site acquisitions from the IPO but they've had no organic success (i.e sites built in-house in a long time). They are now looking to refocus on SEO (both in-house and from acquisitions), where the margins 70%+ are higher but SEO unlike paid media is an oil tanker in terms of its speed and manoeuvrability - and where they haven't really done anything in 4+ years. It will take a number of years before they see returns, and my bet is against that.
26/2/2019
18:42
yump: You missed my point. Share prices are not based on EV. How many investors do you think bother with that ? EV is totally pointless if the business is not doing what its supposed to be doing and if it is doing what its supposed to be doing, EV is even more irrelevant. If enough people 'followed' EV then perhaps it would influence the share price movements as much as charts. But again, here charts are pointless, because the business model is failing. I've lost count of how many times cash is mentioned and its always when there's a problem with the business. As if cash is going to make any difference when faced with poor sentiment.
26/2/2019
15:05
yump: It appears that a long term supporter was too close to the market to realise that the original business model was under threat some time ago and someone else will eventually get the point that a cash pile never, ever makes any difference to the share price as in: 'look how much of the share price is accounted for by the cash' silly talk. There is a lesson here that if a business that is supposedly going great guns in one market that has great potential for the future, then without a decent explanation goes on the acquisition trail in a different market segment, either they can see potential trouble ahead, or a reduction in growth (therefore entering new markets to support ego-expansion), or both. Say its hindsight if you like, but not in my case as I posted more or less the same point when XLM did their first financial website acquisition. There is at least one other factor here in that the increasing use of mobile in the last few years has increased the cost of customer acquisition in all its forms, simply because there is less ad. space on a mobile and therefore increased competition for that space.
18/12/2018
07:18
bc4: This hopefully will put a floor under the share price ("XLMedia" or the "Group" or the "Company") Share Buyback XLMedia (AIM: XLM), a leading provider of digital performance marketing, is pleased to announce a share buyback programme. XLMedia's Board has approved a programme (the "Programme") to buy back up to $10 million of the Company's ordinary shares of USD 0.000001 (the "Shares"). Share buyback Purchases of Shares will take place in open market transactions and may be made from time to time depending on market conditions, share price, trading volume and other factors. Share purchases will fall within the maximum of 22,035,240 Shares that the Company was authorised to purchase by shareholders at the Company's most recent annual general meeting held on 23 May 2018, and all purchases of Shares will be effected within the parameters as to price and daily volume specified in that authority.
10/10/2018
14:35
oneillshaun: XLMedia PLC ("XLMedia" or the "Group" or the "Company") Statement re Share Price Movement XLMedia (AIM: XLM), a leading provider of digital performance marketing services, notes the recent share price movement and confirms it knows of no operational or corporate reason for the movement. The Company continues to trade in line with market expectations for the year ending 31 December 2018, has a material cash balance and continues to generate strong cash flows from operations. The Company's strategy remains to grow the business both through organic and acquisitive growth. For further information, please contact:
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!
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