Member Info for Boombangabang

Both are off more and had a torrid time. Spot now a third of their year high.
Could valuation metrics be changing. You could say Boom is worth a higher value as Spot, Apple , Amazon desperately need something new. And profitable. With revenues going up and not down. Spot in real trouble. I’m receiving daily emails offering 3 month free for a subscription account. I have an advertising supported account like many others who I bet are switching. The subscription model is faltering big time at the moment.

Significant recovery during the day bodes well although Boom is still in the category of Tech, but business model is totally different to the norm

Boom down in unison with general fall in tech USA. I thought after yesterday’s rally on NASDAQ we’d see a rise in Boom. But it can’t be bullet proof. Although underlying business is in a far better state than the streaming giants model.

Let’s hope you’re right AJC.
The buyer of 15000 shares at £21.50 at 0858 this morning must know what they’re doing ( you’d think before investing £320k!) Notwithstanding a “fluke drop” in the price due to a couple trades of 500 shares at £20.50. Is that due to people leaving an open order to be filled at market best?
Going back up know.

Something going on as this is defying the general market.

A sudden upsurge and hopefully more in this today. Shares being accumulated as vigmore posted. It’s alive when the US market opens it seems.

Good post Maverick. I think you’re absolutely right.

Triton Digital publishes its first ever Canadian Monthly Podcast Ranker. Audioboom ranks 4th among the Top Podcast Networks. #BOOM @Audioboom #podcasting @TritonDigital

No problem Soundman. It’s good to have sensible commentary direct from the horse’s mouth.

I wanted to get an opinion from the company on how they view the different metrics in Trition’s report. Stuart Last responded to my email as follows and gives some clear in sight which is very pertinent in valuing Audioboom and puts the company on a ranking of 4th ( not 5th) in USA:

I saw you guys kicking this around on the message boards earlier... this is how I view it...

Downloads is ultimately the best view on revenue opportunity... more downloads = more ad inventory = more potential sales.

But, it's not just about downloads. Audience reach is key to create a premium ad model. 100m downloads reaching 1 million people wouldn't be great for us - it would mean each listener is hearing 100 pieces of content which limits how much we can charge advertisers because their campaign would hit the same listeners over and over again. Some frequency (number of times an ad hits a specific listener) is good for advertisers, but too much frequency can be harmful.

Our ratio (1 listener to around 3.5 downloads) is healthy and keeps the product premium.

So better to view the two metrics together

Best
Stuart

--

Stuart Last | Chief Executive Officer

One dimensional comment Arborman. Yes I understand the revenue related KPI but the company is more than that and when valuing Audioboom surely you have to take into consideration all metrics?

https://www.theexpresswire.com/pressrelease/Digital-Trends-in-Podcasting-2022_16245261

Thx. So negative shedit. Scroll down further to weekly users and Boom are 4th with 6+ million, also number of active shows at 500+
All in all over three metrics solid 4th in USA and above Wondery and Cumulus.

The share price of ACAST is currently SEK 18 which is 50% down over 52 weeks ( SEK 36 last April). They are mainly subscription based I believe.
The relevance is subscription has hit the rocks at the moment.

Shedit. You can shut it. Yes I got Triton missed spelt. The news is very relevant. Sorry bandstand it doesn’t copy and paste. I’ll try another route. The point with Netflix and subscription model is the pressure on household budgets. Audioboom opted for the advertising route many years ago.

https://twitter.com/sportschris/status/1516916094451470336?s=24&t=TtH3q0v9kWT3vxRP7LtkgQ

https://twitter.com/sportschris/status/1516981167060242432?s=24&t=TtH3q0v9kWT3vxRP7LtkgQ

Audioboom have the right business model! https://twitter.com/sportschris/status/1516134332305317892?s=24&t=Xw-S68pcHfsKe-313MIVqA

You’ve mentioned PRD before Sheephatch. No need to keep plugging it. Good luck with it.

I wonder why finnCap really didn’t upgrade their Note after Q1. The current market price of £22.60 is above the fair market value in their last Note. There must be a very good reason! Maybe a broker can’t issue an upgrade in the middle of acquisition negotiations?