The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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Thanks Oldboy, appreciate it!
Also worth pointing out that most of their US revenue is currently CPA (according to their own reports), so all the growth & progress we’ve seen so far is based on CPA, and it hasn’t been to shabby!
cheers and agree Peaky. This one has been hurt badly as it's AIM and a lot of unnecessary fear re US regulations. The reality is it's way oversold and the PE on this is now under 5 I understand, the growth in this sector will be huge in the US, but will be a slow burn especially this year with only 2 states opening and whilst the blend of revenue share/CPA gets settled - confidence needs to be restored on a lot AIM/growth stocks. Once the PF sale goes through and the US momentum really kicks in this will no doubt recover. It's a long term hold this one :)
I've read your posts on advfn and very informative...
You just don't get the idiots here either!
a long way to say I agree with you and whilst I have no affiliate experience in this sector I do have extensive experience in revenue share models versus revenue paid at origination only.
Tommy you are right this is significant. That said the company will I think develop a hybrid model where both CPA and revenue share will be considered, the latter wherever possible. My experience (albeit not in this sector) is that where a revenue share is not possible (at the moment 2 states) upfront fees are negotiated at elevated to offset the lack of revenue share. I always preferred revenue share deals where possible, not necessarily to get revenue in the door but for more predictable and smoother revenue streams YOY versus spikey/lumpy payments...so easier forecasting growth, P&L, just easier way run a business etc.. . It's a challenge but not a show stopper in my view.
and still very very cheap at these levels and PE ratio
Hi new to this thread come over from ADVFN. Holding this for a while. Naturally disappointed in the share price with my average being 48. Thought the results were very strong in NA, but the lack of new states opening this year could be a challenge for this year's growth as we won't get many new spikes this year. Very much also need the sale of PF communicated soon - hoping that will happen next few weeks. Thoughts from other posters welcome, there seemed to be many very confident buys around the results, share price still suffering however. Probably slow burn this one. Thoughts welcome
Volume: 2,088,987 now
Bit more Volume today
1,186,445
XLMedia presentation from yesterday
https://youtu.be/n4yBvVksp2g
Pinging this back to the top, because I think it’s important
They are happy to take 200k shares, so someone must be buying
Haven’t seen it mentioned on this board, but it seems clear that the recent price movements are due to the decision by New York State to ban revenue sharing deals for sports book marketing. Massachusetts has done something similar.
I’m trying to gauge exactly how bad this is for XLM. They clearly state in their recent report that they are looking to make revenue sharing deals “where possible”, and these types of deals definitely lead to more revenue over the long term, albeit less predictable.
I have also read come commentary suggesting that ultimately it doesn’t make all that much difference - marketers will simply charge a higher CPA and claw back any losses from not sharing revenue long-term.
Does anyone have any affiliate marketing experience? Can you shed some light on this?
Joe, I can confirm a small purchase at 13.25p so I would tend to concur.
I assume the 475k @ 13.25p are buys?
It's strange that there are sellers at these levels...
No RNs to shed light either.
Yes Peaky, a fair few now, once the sellers have moved on, will buy more
Yes Peaky, a fair few now, once the sellers have moved on, will buy more
Cheers for info Joe, I'm assuming you have a few of these?
The state of US sports betting: Which key states could legalise next?
https://www.gamblinginsider.com/the-state-of-us-sports-betting-which-key-states-could-legalise-next
I work for a global sports betting brand and us is massive. Kentucky just opened up and rev share deals only accumulate on value. Such a bargain at these prices
An update on the US sports betting state of play
The Explosive Growth of US Sports Betting
https://www.visualcapitalist.com/sp/the-explosive-growth-of-sports-betting/
Lots of news about the fight tomorrow
Boxing fans are in for a treat on April 1, and if you want to bet on Anthony Joshua vs Jermaine Franklin in the USA then we have everything you need to know.
We will take you through the best US sports betting sites and show you how and where to get the most competitive odds from the best markets for the bout.
You would think the people selling at 13p would have had the sense to sell a few weeks ago at 23p if they wanted to sell. lol
GP's still have lots of patients Peaky