Member Info for Boombangabang

This is from 2020 so 5 years old. Completely irrelevant.

Looking forward to the next update. This guy knows his stuff. Remains a buyer.

Sorry for mistype McSquares. Of course I meant M&A is coming our way. NO DOUBT ABOUT IT

Thought I would forward this one along as it's very interesting reading on a few areas we've highlighted here .

There’s no M&A is coming our way.

Https://dwnloadmedia.beehiiv.com/p/dwnload-report-q1-2025?_bhlid=b1fcf1a5c5674709787049d7db89fa8a6ec64e44&utm_campaign=dwnload-report-q1-2025&utm_medium=newsletter&utm_source=dwnloadmedia.beehiiv.com

Good message Middle East Money. I love what you say. Now let’s do it! The Bigshow will be extactic if you get the result in 10 days whereas Moneyman will be pleased but prefer £9 in 20 days.

The only commentary and analysis worth listening to or reading is that which is future looking and discusses all matters pertinent to the company’s business and finances and industry wide developments. Anything going back in history or having a negative focus on a single aspect is only there for one reason.

Hoping for some sort of update within next few weeks.

I believe Cavendish have a good track record on M&A in the small to medium tech industry.

JKR presenting with some excellent points. Stockapedia (Roland!) being shown up for their total negativity, misanalysis and lack of understanding of how the business of Boom has changed over the past 6 to 12 months. I agree that profitability will be in the $6 - $8m range and Cavendish should be producing a new note if management figures corrrspond.

The valuation was 2.75 x annual revenue.

Applied to Audioboom that’s usd 220m and equates to around usd 15 a share. (£12-13).

Everything is spot on. Just add that the business is more than solid it’s growing revenue and profitable. All green signals. And as you say Michael Tobin has been BUYING relentlessly for 2 years.

Thanks BigShow, this bodes well.

Glad to see you have accepted the conservative leaning forecasts are a better approach.

The market was impressed with the conservative guidance last year followed by multiple upgrades in the final part of the year!

2025 guidance is conservative again overall - but the model has so much seasonality in it that revenue and ebitda are both heavily weighted to Q3/4 - revenue because of NFL season, Thanksgiving etc, and ebitda because once they’ve met minimum guarantees on contracts there’s a flow through to ebitda. It does mean that a balance has to be struck so that when rev and ebitda seems lower in Q1/2 vs guidance for the year. Im sure management and cavendish will be in a position this year to upgrade guidance a little earlier

To produce forecasts you need the detail I’m sure it would be a bonus to the share price to forecast $7m profit. The brokers will need realistic assumptions from management

I’m certain that Audioboom will be issuing new forecasts sooner rather than later. However Q1 and Q2 are quieter periods so management will want some visibility of Q 3 first.

Podcasts are now seen as important sector within the huge media tech companies. For Google to mention podcasts is significant.

Audiboom will probably start including some analysis on video data as it's growing fast for the company.

Great Q4 results from Spotify announced today. Podcasts and Video Podcasts feature prominently in the details of the record breaking performance.

Michael Tobin hasn’t invested another £20k for fun. Shrewd investor to purchase more when the entire market is down.

I’ll repeat what I posted a day ago. There’s nothing to criticise about the company so now it’s turned on the broker and positive posters.