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
  0.50 0.65% 78.00 655,158 16:35:15
Bid Price Offer Price High Price Low Price Open Price
77.00 78.00 78.00 76.50 77.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Media 92.43 19.73 7.06 10.8 163.0
Last Trade Time Trade Type Trade Size Trade Price Currency
16:42:01 O 6,900 77.98 GBX

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Trade Time Trade Price Trade Size Trade Value Trade Type
15:42:1177.986,9005,380.62O
15:42:1177.986,9005,380.62O
15:42:1178.126,9005,390.00O
15:42:1178.126,9005,390.00O
15:35:2178.0026,00020,280.00O
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DateSubject
17/7/2019
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 77.50p.
Xlmedia Plc has a 4 week average price of 52p and a 12 week average price of 45.50p.
The 1 year high share price is 115p while the 1 year low share price is currently 27.78p.
There are currently 208,624,252 shares in issue and the average daily traded volume is 1,036,164 shares. The market capitalisation of Xlmedia Plc is £162,726,916.56.
16/7/2019
10:15
km85: the below notes from the recent update explained it all. Background to and reasons for the Tender Offer On 26 February 2019, the Company announced its intention to reduce activity in non-core, low margin media activities, with a view to focusing on the higher margin publishing activity, leading to an expected $30 million reduction in revenues in 2019. The reduction alongside investment in development of new publishing assets have led to an adjusted EBITDA reduction of between $6-7 million for 2019. This decision was made proactively by the Board with a view to delivering higher profit margins and better quality of earnings for Shareholders. Despite some recent share price momentum, the Directors believe that the full potential of the Company, as highlighted in the 'Information on the Company' section above, is not reflected in the price of 72.75 pence per Share (as at close of business on 15 July 2019), and that the Shares continue to trade at a significant discount to quoted peers. The Company has been built on the success of its publishing assets and the Directors firmly believe in the growth potential for the business by focusing on such assets in both the gambling and personal finance verticals going forward. In light of these considerations, the Board has concluded that, in the interests of both effective capital management and utilising the Company's strong net cash position alongside ongoing working capital expenditure and the Company's future investment plans, a tender offer offers the most efficient use of the Company's excess cash at this point in time. A tender offer is therefore being proposed to Shareholders on the Company's Register on the Record Date (being close of business on 14 August 2019). The Board intends to continue its commitment to maintaining a dividend policy of paying out at least 50 per cent. of net profit and will continue to evaluate selective publishing acquisition opportunities, which the Board considers could accelerate earnings growth. Information on the Company XLMedia is a performance marketing company operating a large portfolio of informational and content rich websites globally. Its websites act as a conduit to channel users to its clients, the majority of which address two key products - gambling and personal finance. The Group also uses in-house media buying capabilities which it deploys to support its core publishing division. The Group's publishing activities comprise of numerous informational websites and mobile sites which attract millions of users across numerous countries in their local language. These sites attract paying users and direct them to online businesses in return for performance-based payments, which are predominantly based on revenue share and cost per acquisition. The Company is currently focused on further building its publishing business within the established gambling sector, as well as growing its presence in the personal finance space, where the Directors believe that there exists a significant market opportunity in North America. In order to establish its footprint, XLMedia has undertaken a number of acquisitions in this space, most notably greedyrates.ca and moneyunder30.com, and the Directors remain focused on broadening the Group's exposure to this growing sector. In addition, the Company is closely monitoring the US gambling market, which continues to benefit from the potential introduction of legislation and regulation across various States. XLMedia is now actively investing in building and developing a more comprehensive portfolio of publishing assets to support its entry into this market alongside investigating potential strategic acquisitions. As previously announced, in order to capitalise on this potential market opportunity, the Company has committed to spend $7 million over the next three years on targeting the US gambling market in particular. The Company is therefore focused on the following key growth initiatives: · A strengthened focus on publishing activities as a core profit driver with an emphasis on gambling and personal finance; · Further expanding the Company's footprint in the nascent US gambling sector, which offers significant growth potential; and · Ongoing investment in technology whilst continuing to evaluate selective earnings accretive acquisitions.
16/7/2019
10:07
eagle eye: If XLM reduces equity by 9.5%, then eps this year could be around 11p or current year PER of x 7.3. With a dividend payout of 50%, that equates to a yield of 6.8% based on the current 80p. Lots to like here, especially with the share price moving above the 200 day MA.
15/7/2019
09:30
abarclay: XLM is still a growth stock despite the drop in revenues and profits in 2018. What investors need to understand is the reason for the drop in the share price from it's high of 204p on December 14th 2017. First off, the company made some poor acquisitions primarily around games on FB and also mobile app and software downloads. These two were then discontinued with just short of $10m exceptional costs. Secondly, XLM announced back in February a profits warning. It was cutting back on it's Media side of the business which would result in a decrease in revenues and profits. XLM has been over sold. The company has cash of $47m. It has a progressive dividend policy giving approx. 8% yield and paying back over 50% of profits. Currently it is on it's second share buyback program. Regular buying of the share by the CEO who owns 2.73% and buying from as high as 188p. The P/E is just 7, below the Industry average of 9.89. PEG is high at 5.07% but this reflects the drop in profits. Book value of XLM is 64p. The Return of Capital is 15.3% vs Industry of 5.55%. The Return of Equity is 14.0% vs Industry of 3.52%. Operating margins are in excess of 20%. Forecast net profits for 2019 are $27.3m, a third higher than 2018. What wasn't taken into account during the de-rating of the share price was that the Media side of the business has a lower profit margins that the rest of the company. While descaling the Media side, XLM was then focusing more on it's Publishing side which has far greater profit margins. In particular, XLM is now focusing on the USA and it's gambling side. The USA is currently going through a transition where the different states are starting to legalise sports betting. 17% of revenues come from US. Currently only 21% of Americans can place a bet online. XLM are not new to this though. Currently 36% of it's revenue comes from Scandinavia, where they have legalised gambling advertising online. There is still room for growth here too, as not all of XLM's customers have yet converted to online ads. There is also a Finance side to XLM, which is only about 6% of the company but they are growing this. So all in all, the company is in way better shape than when it IPO'd, cash rich, profit making, buybacks, high divi and plenty of skin by CEO. Looking for a 2 bagger here
18/6/2019
15:49
rivaldo: Swedbank's entire holding of 10,554,061 shares has just been reported as going through today in one trade: Https://www.xlmedia.com/investor-relations/significant-shareholders/ Hopefully this is an overhang that's been weighing down the share price - it's certainly good to see the share price immediately reacting upwards.
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.
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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