Member Info for Boombangabang

Bearhuntr3, you’ve got much better platform than my measly ii. Can an MM refuse to be in the market? Also it’s always mystified how MM can find stock in a fast rising market. They must hold positions and not really on matching buys and sells. After all if I went onto ii now and ordered 1000 shares the likelihood of a matching sell is not likely.

AEMarsh - absolutely. Early morning poster hoping to distract unknowlegeable investors. Level playing field please. Just value Audioboom on industry metrics which is minimum 3x annual revenue. Anything else means the bulk of tech media companies would be valued at 25 percent of their current market value.That would shake up the indices a bit!

It’s been said before. Tobin is not buying to support the price. He’s buying because he knows that the underlying value of the business will be reflected in the very near future. Sooner rather than later as the major seller will finally get rid of his stock.

You have just done 4 or 5 of the most important posts, ever. Clear facts from the CEO. A lot of work for you to do this.

All things being equal this should be worth a quid on the price. Audioboom are doing a better business than any of its competitors and it’s now profitable ( unlike any other tech media company!). Stuart Last came across positive and relaxed. Will there be new investors. If reassertion by Stuart that a current FMV is £7.80 there should be some new blood coming in.

I feel for Tobin. He must be beside himself. Started to buy again on Friday and it’s like a slap in the face. Every single aspect is positive. Business flying, financial stability, directors purchases. Not much more to be done.

Bearhunt 3 could you advise what is the interview on Monday. You’ve mentioned it a few times.

It’s interesting to read today’s RNS and BB for Wincanton. They released two days ago their Q3 which was in line with market forecast. Another company going cheap

Bearhunt3 has posted some detailed information. He seems to know what’s happened with Bonnier and explains the process of shorters and compliance by MM. I fall heavily in favour of his explanations. The simple fact is the market value of Audioboom bears no relation to the value of its business. There will be a reckoning very soon, I don’t know how it will happen but Bonnier and his followers are going to suddenly lose a lot of money. My bet is the company will release an updated forecast and some large investors will come on board. The MM will not have the stock and there will be bedlam. Following excellent results for Q4, Cavendish will have crawled all over the company numbers to reiterate a FMV of GBP13 and a bullish presentation, there will be a considerable correction.

Good posts Soundman. Another sudden spate of sells this morning. It all has a familiar feeling of orchestration. And perhaps it is Bonnier’s final fling. Unfortunately only a few will know whilst we are all in the dark!

The RNS was just about as good as you can get. Audioboom is now an established well run company in a growing industry. AIM market has done itself no favours today. As with other good small cap companies the market is of no use as traders play the price. No recognition of the quality and underlying value.

Of course Audioboom will go on to much better things but we should be under no illusions that although the value has doubled in a few months it was from a price decimated by all I can say are chancers and bandits. Management can’t manage companies in this environment.

Good news as it will add more demand to Boom’s Showcase marketplace. Triton's ad platform is one of Boom’s programmatic integrations, so it’s inventory will get exposed to Amazon's demand/brand partners this way.

Also Boom already connect with Amazon directly in some territories... the Triton/Amazon partnership will give Boom another layer/second route to selling inventory via Amazon.

This is interesting

https://x.com/tritondigital/status/1744410470738497594?s=48&t=8p0DBX-ModNkU8UiJsqbAQ

No one should be in any doubt that advertising and podcasts are now on the rise again. Front page of The Sunday Times Business Section highlights the importance of podcast and associated advertising in the growth of Global Media and Entertainment revenues and profit.

The nay sayers are history. Podcasting has never left as an industry, it was a worldwide pull back of advertising spend.

Looking forward to an immense year for Audioboom.

I think Cavendish have made a huge difference in PR. Management are being much more proactive as well. There’s a total win win for Boom at the moment. It’s obvious that the business is just flying and even if no one is thinking of acquisition right now the company will increase its market value as metrics will rule in the market rather than traders. Better to pay £13 now rather than £26 in a year!

If it’s really good figures they might release an early RNS.

November figures released today. Audioboom remains at no. 4 for both Weekly Downloads and Weekly Users. It’s just a smidgen below Audacy. It’s the only company in the ranking to have increased metrics year on year ie November 2022. Make your own conclusions.

Thanks for highlighting. Seemed all a bit the trading pattern today. This 9500 share buy must have been known by MM and yet did nothing to the end of day quotes. Mystery.

3quid is an important price. Let’s hope we get through and as you say - “off to the races” for a stellar 2024 performance.

Certainty GBP13

GBP 20 not impossible but I think GBP is a certainty so why not settle for GBP16. Tobin I reckon is a very tough negotiator and he’ll do a good job hand in hand with Cavendish.