Member Info for GSmiley

I think the really interesting time will be when the full year results are announced. We should get a much better idea of how well: 1. their new content management platform is working 2. they have integrated their acquisitions Those two things will give some insight into the rate at which profitability can be expected to grow going forward as well as giving the market reassurance about their ability to assimilate acquisitions. Price movement today suggests some buying confidence, but I hope we see fireworks in March when they reveal all. It has been a fair old wait..... Good luck all here GS

Good to see Woodford buying more. I seem to remember him being interviewed a couple of years ago and saying that he regarded 10% as being about as much as he ever wanted to hold in a company. Which sort of suggests that he really likes this one. Good. GS

No, but it was in SCSW this month. Unfair to quote too much, but the thrust was very positive indeed. "the US market....will almost certainly become its largest market but ... forecasts take no account of the opportunity in the US." CEO expects to conclude “at least one of the three big deals around June”..... "poker site with US$5m profit will probably be first ...- Ed)..."We await that and expect upgrades. Buy." Shares took a buffeting on the back of decent results which is typical. AIM is fickle, but if XLM keep on doing what they are doing, and I think they are doing it well, their following will increase and they will fly. There is uncertainty over online gambling in the US (look at OPAY...) so it is nice to understand that for XLM anything that happens there is pretty much upside. GL GS

Good spot - well done. Mildly surprising that XLM did not think it worth announcing the fact themselves.... the only reason I can think of is (apart from naivety) is that they will be issuing a trading update very soon. One is due after all. We wait patiently. GLA GS

I like NOP and hold it long term. However I would discount all thoughts of anything happening in Italy that will favourably impact the SP. You are talking about (outside Greece) the most corrupt and inefficient country in Europe. Unless KB is prepared to cross palms with silver (lots) nothing will happen. I am concentrating on what is happening in Canada which seems to me to be as close to a racing certainty as one can get. GS GS

This is as disappointing as a certain invoice discounter is satisfying. However, there is a good management team here. They are in a good space. The business is building and their clients are doing well and increasing their subscriber bases and XLM is probably the main driver of that growth. So good things will come - I just wish I have not topped up at 63p.... GL all GS