Member Info for Aldebaran

Well it's a other riveting day at BOOM where the latest results have put a rocket up the share price...

Can someone post some sensible take over figures please because all I've seen is a load of hopium.

It's OK saying the business is growing revenues at double digits but costs are going up with them and so that topline growth just isn't being converted to cash at anything like a reasonable rate.

Over 50m in revenues and still loss making. You can ignore EBITDA & you should cringe at "adjusted" EBITDA which is even more of a con.

Think of it this way, you are buying an asset, a house, a company or an antique. You pay X for it and rightly expect to get X back plus some profit in a reasonable time frame agree? Lost anyone, bearhuntr??

When will BOOM make say 5m profit anyone? Let's assume it will but it might not. So you she'll out 100m for this investment and you get 5m back per year, let's round the numbers up and factor in some growth and let's say you're getting an average of 10m per year over the course of the next 10 years. That means it's taken you 10 years to get your money back. 10 years and it's not without risk!!

Would you do that? Maybe, maybe not but that's how you should be thinking. Anyone thinking 200m is saying that they'd wait 20years to get their money back etc. Etc.

That's why I think these numbers you're quoting are insane and BOOM will get nowhere near those valuations.

Somebody please, prove me wrong. I want to be proven wrong. Convince me audioboom is a stonking buy at this level because honestly I think a lot here were ramped in at much higher levels and are no suffering with owners bias and are anchoring to the value they paid.

Looking at this objectively it just seems to me there are far better investment opportunities out there right now with less risk, much more upside and with a far shorter time frame.

Do you want to make loads of money or do you only want to make it in BOOM only??

Bearhuntr just answer me this without resorting to wild conspiracy theories..

Given such a blockbuster update yesterday, why is the market reaction so subdued?

Haha you think you have any power over avacta??

The company have IP worth billions mate and have a totally unique proposition to oncology which has been proven successfully. Notice how it's having another bash at the 200dma... won't be long before it's through and then clear skies ahead for a world leading oncology platform.

Meanwhile, BOOM is values at 40m, it is generating over 50m in revenue and still making a loss.

Right, think I know which is the better buy here thanks

Bearhuntr you are totally out your depth here. You think that because spreadbet firms are now open to longs that means shorts have doubled down? Square that circle for me Einstein because you're talking garbage.

People saying negative things are just wanting to buy BOOM stock cheaper

Every time directors buy is a great time to buy BOOM stock

Spreadbets now open for longs, must mean shorts have double down on BOOM stock

Everybody has eyes on BOOM stock big buyers waiting

TO inevitable for BOOM stock

Meanwhile, price in the gutters head in the clouds

No bearhuntr that is a total lie. The shorts and longs are not balanced out by the spreadbet firms at all.

The spreadbet firms will allow 2.99% to be placed long as if they go above that they become notifiable. The fact spreadex is open for longs suggest to me that people, 2.99% of the shares were long in anticipation of a rise based on results. That's not happened so they've sold and now the spreadbet company is taking longs again.

You literally have no idea how this works do you yet are on here spouting as if you're some kind of guru.

When will you wake up and see what is staring you straight in the face?

This size buyer is relentless....

Honestly the garbage in this forum is next level

If you think this is bad, wait until it drops below 4p.

For some sub 8p is amazing but for others it's been inevitable for a long time. The bored just aren't delivering the sales and the company is overvalued massively. Its all hope and hype and what if and maybe.

SHOW ME THE MONEY...

Contrary view about "big boys buying out BOOM"

Could they not just wait for it to go bust then buy it out cheap or wait for the next fundraise? Assuming these "big boys" are all sat on the sidelines waiting to throw money at boom in some kind of premium buyout is a but.... fanciful to say the least

Bearhuntr thinking there is a whole host of people trying to manipulate the price because they want in cheaper is insane. Tinfoil hat stuff.

It's just some of us have done the math and boom is doing over 50m of revenue and is still making an actual LOSS.

Ignore the adjusted ebitda nonsense. It's spending more than it's bringing in and it's bringing in over 50m. That's insane.

Imagine though that next year they bring in let's say 5m actual cash. And the market cap is say 50m. That means anyone buying boom out for the 50m it will take them 10 years to recoup the money. So they're getting a 10% yield. Not exactly good is it when you can get 5% in a bank with no risk.

There's a lot of risk with boom. A lot but also high reward if revenue keeps growing. Problem is, it won't. It's a saturated market and all the easy wins have been had and content creators are wanting more and more.

So anyone saying this will get bought out for 50m is dreaming in my view and 100m is for the birds.

And that's assuming boom make 5m actual profit next year which I doubt.

Take your tinfoil hat off and get your calculator out. You and many others got ramped into this at a sky high valuation and that's why it looks undervalued to you but from someone looking in from the sidelines the numbers don't stack up.

Like I said, no fundamental or technical buy signal here and money better deployed elsewhere

Bearhuntr I would buy BOOM higher with more certainty you wrongly assume anyone who says anything negative must be wanting to buy in cheaper. It might surprise you to learn not everybody loves boom like you do or is overexposed and desperately under water. Many on the sidelines see it for what it is without being emotionally involved.

I think it's main problem is that it's in a highly competitive sector and not converting enough revenue to cash. Assuming it becomes profitable it's still a really REALLY low margin business. Profits will always be on a knife edge and the 3m in cash is not exactly a sound buffer.

If... IF they become cash positive then great that's a good start.

Next look at 2025 predicted profits and market cap and divide profit by venue and tell me how much revenue is being converted to cash I think you'll find it's a extremely low percentage then look at market cap and compare to other businesses converting higher percentage of revenue to cash making them better investments.

Factor in growth boom is growing fast but is that sustainable when all low hanging fruit is taken and competition is rife.

I think this is why you see muted updates like today. A lot of future success is already baked into the market cap leaving people new to boom wondering how and when they'll see any growth themselves in a reasonable timeframe

How long will 3.3m dollars last when company is loss making. Forget all this ADJUSTED ebitda nonsense.

Is no body here worried about a fundraise in near future? I suspect that's why the muted reaction as there is a few positives I agree. Got to trust price action though and it says it all right now

Is this it?

Is this the BIG event everyone was waiting for? Because if so then boom is in trouble in my view. The market just isn't interested and doesn't have confidence in the future. I expect price to continue to slide until company either becomes profitable OR it needs bailing out in which case price will drop of a cliff

Muted reaction really as underneath all the hyperbole is still a struggling podcast company struggling to make a profit in a highly competitive market. Does that sum it up?

Afc was grossly over valued at 15p clearly.

What I expect they'll do now is limp along until new CEO starts then there will be a series of bored changes and in all the waiting and turbulence and of course missed revenue targets price will fall to around 4p.

There will be dead cat bounces on the way down of course but then price will settle around 4p until either afc energy actually ramp up sales to justify having a higher market cap of they need another placing in which case it will be a disaster for holders.

Watching and waiting to see what direction it goes in from 4p. No point getting involved yet as no technical or fundamental buy signal

Afc can't be sat on material news and just choosing when to release it I'm afraid. The market doesn't work like that

Very last team building? I.e. sale imminent

Bond said a lot of things.

Put it this way if afc were smashing sales behind the scenes, insiders would be buying like crazy, but they're doing the opposite.

That's the harsh reality. Price is the only thing you can rely on as people can lie, price cannot.

There's a sell of at AFC energy, and before anyone screams;manipulation, think this.

They can't manipulate a stock which is performing really well fundamentally and has loafs of insiders buying.

Just been checking the chart and clear as day it's headed to 3.5p.

I was slightly encouraged to see buyers step in yesterday afternoon around 8p per share but selling pressure quickly resumed again shortly after.

I did have 8p as a technical target but now looking at it again with a fresh pair of eyes it's headed to 3.5p. That is more inline with the actual value of the company also. I think if AFC didn't have the cash it would be valued around 2p per share.

Cash is good buffer against a big drop but of course it is dwindling fast so it's a race against time for AFC to ramp up revs and valuation before the next fundraise.

Looking back now 15p was a master stroke by the company. I suspect they'll not get anywhere near that next time.

Marc why so much exposure to hydrogen sector? Think you are spreading your risk with different companies but you're not.

Want some diversity and to look at a share with way more upside than afc energy then check out the bio tech company on AIM called avacta.

They've released some stunning clinical data recently and are about to showcase an entire pipeline of drugs they have at a major conference in 2 weeks time. Released an RNS today and price responding well so far