Member Info for bergo

Fantastic, no suprises as we enter into the more favourable NFL season with launch of Kentucky today. Maybe an RCF to support working capital which is fine. As we move away from this turnaround year, comparables going into 2024 will look ALOT rosier, and with the rev share agreements started to bear fruit, and ongoing growth in US I'm happy.

And for a £25m mc company, that is ridiculous, should be 4x higher at least. Time will tel..

Majajuana stocks up 30-40% last 2 days in response to very significant news leaked in the US. Matter of time before #seed investors catch up. At least for a sympathy trade. However if this gets passed, wow! Can see this performing a 2020/21 style comeback, especially with much higher weighting to these businesses. Sharing a few links...

Stocks Rally Following Leaked Cannabis Rescheduling Letter

Cannabis stocks rallied after a letter was leaked to Bloomberg on Wednesday revealing that The U.S Department of HHS recommended the DEA reclassify cannabis to Schedule III under federal law.

https://t.co/Lctj26rn6Z

Biden Administration Calls on DEA to Move Marijuana to Schedule 3

Moving cannabis to Schedule 3 could eliminate the onerous 280E tax provision for operators.

🇺🇸 #Cannabis 🌿

Western Australia medicinal cannabis regulations to be reviewed amid call for 'immediate action'

The medicinal cannabis industry is growing nationwide.

https://t.co/ZHOBQIziE7

The company is growing fast whilst also being net cash positive - that is incredible

C£10m Expected full year EBITDA minimum + £5m cash net deferred payments, new rev share deals which will be meaningful plus better positioned with focused business in US.

Yet, market cap is £25m.

I’m happy holding :-)

All about volume - closed on 200SMA today, first time in 13 months! This share moves fast when it goes, and there is plenty of gapping up potential to close the Nav gap

“ The company, which sells makeup and skin care, said last

month that it had sent a letter of claim to founder and former

CEO Adam Minto in May, alleging he breached fiduciary and other

duties.

Revolution Beauty did not provide further details and it was

not immediately clear whether the investigation was linked to

the company's allegations about its former CEO.”

Think people are missing something here. $4m for 8% of European business. That puts $50m price on European business alone. You get the full US BIZ and growth story for free.

And Bet365 as expected are taking share rapidly but at an expense. They have amast 8% share the US market already - that’s huge but not unexpected - their product is world #1 in the sector! That growth will mean $$$ for affiliates, some of which will be part of the XL biz for sure!!

Love the fact this BB is so quiet. Close above 9.8p and we should be at the races. Next update should hopefully be a catalyst!

Think I need to improve my english a little too lol or at least read before posting

Https://www.sportsbettingdime.com/

One of XLM's acquisition's is performing very well YTD. Jan alone (Superbowl) month is attracted > 5million visits compared to only 400k in 2022. Monthly visits are also up in excess of 20% YoY

It's freebets site is also significantly up YoY...all boards well with conversion to new players across FanDuel. Then we have Bet365 entering the market which should provide a flurry on incremental activity as they ramp up their marketing spend too...

DYOR but hopefully this is the start of the bottoming process!

Someone in the background is mopping up shares - haven't been able to buy in bulk for 30 mins on IG

Share price a little cautious atm, but you can't disregard the last few pieces of news.

Break a little higher, and the price will explode up.

Terry absolute joker lol

Literally has no idea

Very positive update and at these prices very comfortable

Slow down in two markets ok, but stil targeting YoY with some potential good tailwinds to exceed targets

US partnership with bet365 the worlds largest gambling operator, bigger than flutter and entain. Bet365 are just entering the US market and no doubt they will be pushing for podium spots over next year or so, and that means a lot of registrations which Xlm Will only benefit. As with all affiliates, once a leading player joins the other operators will follow suit. I’d expect both flutter and entain brands to be announced over next quarter!

“Not ideal for operators” :)

I think a lot of people are completely missing the picture here. I work in the sector and a well verse of marketing deals. Rev share provides long tail revenue but also often is offset by winners. If rev share deals is 30% someone will need to lose around $1000 for an affiliate to get a $300 revenue share payment. That’s close to $13k turnover on an individual player basis. On a cpa deal of $300 which is a reasonable payment affiliates get that on day 1 or after a few very small hurdles are met (like 5 bets placed). Trade off immediate payment vs payment much later down the line and $300 for every new player irrespective of player value vs the likelihood of those players going on to spend that much money :)

CPAs are ideal for operators so it hurts them much more. Just look at the other numbers coming out of global affiliate companies :)

LOW6 APPOINTED AS AN OFFICIAL FREE-TO-PLAY GAMING PROVIDER OF THE NHL; NHL AND LOW6 ARE WORKING TOGETHER TO ENHANCE FAN EXPERIENCES AND ACTIVATE COMMERCIAL PARTNERSHIPS

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

@tommy - averaged down is a good thing meaning he added more at a lower price :)