Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
OLD NEWS, but considering online advertising is somewhat stabilising and this company is turning around, don’t be surprised if the old duo comes back again to buy Audio Boom for peanuts this time. I was listening to Paul Scott of stokopedia this afternoon and he stressed again about holding the bombed out stocks which are being bought cheaply by American giants in last few months so it will be interesting to see what happens in next few weeks/months
https://news.sky.com/story/amp/amazon-and-spotify-mull-bids-for-london-listed-podcaster-audioboom-12541467
i see zak making a total prat of himself again in desperation
ur not ****ting urself whatsoever
You’re definitely getting yourself in a pickle. Others here have already flagged your inconsistencies before and your pretence of your real motives. You’re now clogging up the board with as Rifkin says “ drivel”. You can’t even accept that your facts are wrong and blame your source. Not very grown up.
Rifkin, as I said. I'm only going by the Bloomberg data. That shows his first purchase 31st Dec 2018 at 102p. If that's the case I stand corrected but Bloomberg doesn't show a share consolidation on the GP. As I stated, I am only going on what I can see on Bloomie
Unbelievable schoolboy error by Z7795.
In December 2018 BOOM weren't just over £1. This was pre the 1 for 100 consolidation. The share price was actually just over 1p. Tobin purchased 9 times before the consolidation took place in June 2019. EG he purchased 545,000 on 26/10/18 at 1.25. Not £1.25 but 1.25p.
MT's average purchase price since the consolidation (92 buys) is currently under £4. I will add the above 9 purchases (all below his post consolidation average) and give the absolute average he has paid. It will come down a little with those 9 added.
Embarrassing drivel being spouted and passed off as fact.
that's very kind of u to say thank u but u should care about these things. that's why the stock price trades no where near the level is should be. if the stock can't trade up when its going well, what's gonna happen if the world goes into recession and business starts to deteriorate? i bet boom won't struggle to go down further then. u should be very concerned as to why the stock won't rally u really should. i know i am. i get told i'm misleading but bearhunter doesn't. no one ever questions the ****e he puts up. average of 399p haha. mathematically impossible haha
I have to say you have an encyclopaedic level of information. But it’s on the wrong subject and your always trying to steer towards shareholdings. There’s often an element of spite which is not good. If you could direct your attention to what really matters and that’s the business. No balanced, or sane , investor gives two hoots about the averages of Tobin, Candy, etc. and dates purchased. In my opinion your stirring things up. Let’s see how you do on analytics of the business.
Just those two purchases 59k at 102 and 36k at 1900p make his average 783p. Those are the two biggest trades he's ever done I believe. Appreciate he continues to buy down here but lets not forget about the multiple purchases he made back in 2022
Tobin built Telecitygroup from 10p Redbus days. Telecitygroup was sold to equinix for 1145p (£2.35B) a share in 201. Looking forward to see the return on his 4.9% holding in AB with a 399 average....question. How on earth did u get to the conclusion that his average is 399p? His average is 980.16p. His first purchase was 59k shares at just above 100p. Are u totally discounting all the very expensive ones he purchases. How about the 36k at over 1900p? Feel free to go and check the data on Bloomberg. Don't take my word for it. His average is 980.16p
Acast since the start of this year....+7.11%% vs Boom -22.31%
Boombang...I just chose a year because it was a nice round standard start point. From the high in podcasting, to the slump and to now hopeful recovery. I can do whenever u want. Since Acasts IPO in June 2021its dropped -71%. In that same time period Boom has dropped -64.96%
Are you trying to be the fountain of knowledge on Audioboom.
I’ll highlight your ACAST post. You wanted to prove a point so you chose the price action from January 2023. Why this date. Why not since the beginning of 2024, or six months since November which come up with very different results.
Boom
Jan 2023 432p
Nov 2023 150p
Jan 2024 285p
April 2024 240p
ACAST
Jan 2023 SK7.39
Nov 2023 SK 9.00
Jan 2024 SK 9.99
April 2024 10.60
Most here can work out the percentages.
I’m sure most here will see you’re just cooking the books.
Last one I promise. Candy's average on his Boom holdings....226.9p
His average on his 1.4mln.....194.34p coz he's NEVER done a single trade to change his holdings since 18th Dec 2020. He has some fantastic timing that Peter coz straight after he got that position they rallied for 17mths straight but he never did a single thing with it. Odd. Guess he couldn't have sold any if he had already lent them out
I'm just looking at Bloomberg data so don't shout at me if u disagree coz I'm only going by that. Tobin declared his first holding in Boom on the 31st Dec 2018 when they were just over £1. Would u like to guess what his average is on his total holding? 980.16p!! What really fvcked him was when he increased his position by 33k shares on the 28th March 2022 at nearly £19. All those silly purchases ruined his average. So on a positive, no one wants these back up to £10 than Michael Tobin
I'll give u 3 words "u are wrong." According to Bloomberg he had 343k shares on the 31st Dec 2020. He now has 316k. So he might have bought 3 times last year but over that stated period he's been a net seller. Why didn't u tell the board about the sells he's done?
There are many things Z7795 is wrong about.
One example... three words... Roger Charles Maddock. A NED of Audioboom. Holds almost 2% of BOOM. Added 3 times last year.
I have np agenda. As I've said 1mln times I'm long. I'm just pointing out a few things I've noticed. If I was short I would hardly call it "increasingly desperate" while the stock sits at 235p Profitable maybe, but definitely desperate :-)
"increasingly desperate?"....these are 235p no? haha
What am I wrong about Rifkin?
Wrong again Z7795.
You're either ignorant of the facts or lying to suit your increasingly desperate agenda.
Acast the only real podcast firm we can compare against Boom as its listed in Sweden. Since 1st Jan 2023 its up +62%. Boom in the same period.....down -44.5%. We are in the wrong stock haha. That's the Bonnier/Candy effect for u. Boom will come good one day but not while all that crap is still hanging over it.
If u go by the Bloomberg holders list do you know that there is only one of the top 30 holders in Boom who has increased their stake in Boom in the last 3yrs and that's obviously Tobin. In 3yrs! None and I mean none of the other 29 major holders have increased their stakes in Boom while the stock has dropped from £22 to to Friday's 235p. U would have thought at least one of them might of wanted to average down no? I wonder why none of them fancy buying more? Don't you find that odd?
Evidence of Bonnier selling down in Boom? The latest TR1 filing on the 19th March from Mrs Bonnier where she no longer holds Boom. Sold 599,467 shares. E&L holding down from 1.3mln shares to 150k as of the 19th March as well. Will that do?
I laughed because it makes no sense. Bonnier family hold around 500m AAA shares, recent placing at 2p. Debt owed is 1.4m. In the requisition they have committed to pay 1.4m in escrow until the EGM process is completed. This does not suggest Bonnier family are bankrupt and AB is not “the go to”. It is abundantly clear the real shorters&manipulators are using the Bonnier family to hide their illicit activities. It may have worked if they refrained from spreading FUD.
I don’t think I have missed anything. If 30m was used to open short positions (suggested in court documents I read) the money is not off the table and there is a monthly payment on the borrow. “Buy shares as cheaply as possible” if party A was hoping to destroy party B, they would be banking on party B to capitulate at the lows.. short covered, return shares to BOS and live happily ever after. Now it seems party B has deep pockets and no intentions to capitulate AB shares. This would leave the shorting party in a right pickle. AB going from strength to strength, making record numbers, stronger backdrop, ad spend on the upturn, MT buying like a dog on heat and M&A activity looming in the next 12 months is a recipe for disaster for these shorting manipulators. Now if the shorting party was leveraged to hilt, the monthly payments on the borrow can become very painful. Could this be the reason NC is liquidating his MTL shares?
Anyway, enough conspiracies for one day, I am sure the truth will surface sooner rather than later. One thing we can both agree on “massive manipulation”. I for one would rather be long than short. I had a very good week on Tesla, profits into AB next week. I strongly believe Stuart Last and Mike Tobin will lead us to victory.. slight sniff of a incoming bid and these manipulators will be blown to smithereens.
This spat between certain shareholders has no bearing on the business and I am confident the share price will return to fair value sooner rather than later.. said our esteemed leader Stuart Last.