Member Info for Boombangabang

AIM valuations are way behind the curve

Up 16% today on NASDAQ

Or this post Aldebaren? You were so certain on 29th October

Price: 192.50

No Opinion

RE: GAP29 Oct 2024 09:05

I agree Zaks target is not low enough. 30 RSI is not even oversold. Absolutely zero interest in this stock despite the flash update, supposedly exceptional Q3 results and rampy Q4 projections or director buys.

It's almost as if the market knows these are nowhere near profitable or a takeover and that there's a big cellar lurking but that can't be true because bearhuntr doesn't believe it.

Aldebaran, your posting history tells us all we need to know. Here’s one of them from 29th October :

“Company delist and gets bought out for peanuts by insiders perhaps?

Something definitely off with this it's just working out what. Price is telling us all something”

Can you let us know why you’re now positive.

8th October announced Key Partnership renewals.

And the blue figures continue in what feels like sentiment has definitely changed with positive and concerted comments in Audioboom. We can only really get excited when the price is at £5 as then the take out premium will start to get interesting.

Incredible achievement. Audioboom outperforming many of the “big” boys.

Quite correct Martyh.

Casefile is an Australian podcast with most of the audience there, so doesn’t fit Audioboom’s core US and UK focused model and management have to be disciplined and make sure shows are profitable of course.

Rifkin I would say the shareholders list is out of date even though Michael Tobin’s 5.3% is correct. Stringerbell posted a copy of the major shareholders as per the company’s share register on 30th October.

PodcastOne quoted on Nasdaq and ACAST on Swedish exchange

Boom v PodcastOne

AB Pod

Forecast Revenue. $80m. $51m

% increase. 22%. 17%

Market Cap. $46m $42.6m

MC/Rev. 57% 83%

EBITDA adj. $2.5m. B/E

Triton Ranking in US. 5th. -

Monthly Downloads. 96.5m. 16.2m

Revenue per Share. $4.9. $2.1

Cash $3.5m. $1.1m

ACAST have a Market Cap of USD260 which is around 135% of revenue.

PodcastOne have had a good run recently though still relatively small but the NASDAQ have given them reasonable value. Only 25% public float of shares though.

Based on our competitors metrics Audiboom should be trading at between £4 and £5.

16,000 at 227.88 late trade on Friday should auger well for Monday.

Hugely impressive editorial. This will surely get the message out there to a wider audience of more professional investors. For most here it’s heartening that the company is producing such outstanding financial results as the business forges ahead.

Positive trading update which speaks volumes of a resurgent sector. Audioboom going from strength to strength. 2025 is looking outstanding based on Q3 and Q4 updates and Showcase and it’s A1 tech really helping margins. Great management as they’ve built up a first class sales and tech team.

Excellent analysis with a balanced view and positive outlook.

Feels like Audioboom is on the move up again. Nasdaq has been buoyant.

Audiboom has a major presence in USA. It’s ranked in 5th position in the world’s largest market. ACAST are nowhere to be seen and struggling to make any in roads.

A very amateur attempt to do down Audioboom and praise ACAST just posted. To say contracts are “horrible” isn’t very analytical. Difference in gross margins could be down to many reasons. How revenue is reported and costs allocated. Audiboom have an ever growing product called Showcase which brings in a margin of 35%. Incidentally ACAST failed to meet market expectations. Sales growth in Q3 was only 12%.

This is exactly the information which has been published for 12 months and forecasted by Stuart last since January and repeated every quarter. The message will sink in and importantly accepted by investors especially when Q4 figures are announced. I would expect a revised FY24 forecast to be released in December if not before.

Markets are run by fear and greed. Especially AIM. Sprinkle in outrageous manipulation which is rife. That’s what’s going on. It’s not just here that misinformation is posted. There’s a network bent on undermining. Not just a Audioboom of course.

That’s why there are posters here who post comments and information based upon public information, management statements and continued investment in shares by directors. This is cash buying of shares.

Thanks for highlighting Michael Tobin’s investment strategy in Audioboom. This is fundamental to encouraging further influx of new investors whether private or institutional.

“And we have to listen to Zak , Aldermoron, Bearhunter , Booombang nonsense on a daily basis”

I take great exception to this post at 07:14. I can assure you I do not post nonsense.