Member Info for Forensic505

@fatherted - many thanks indeed

I don’t think it’s particularly important within the context of the Strategic Review but can anyone tell me when the next Boom results release is due please?

Cheers

Absolutely loved the sp testing out the 800s for size today.

I expect a full storming of the ramparts up to 900p over the next few sessions into the new year.

Management teams usually get a hard time on these message boards, so massive credit to Michael Tobin (class act) and Stuart Last 👏👏👏

Even after the positive action over the last 24 hours, we are still nowhere near the Cavendish Investment Analyst’s forecast takeover price of 1,300 (he’s top rated in the sector….by miles!)

With this action, the Company is duty bound by the Listing Rules to provide an update statement.

Eyes peeled 👀

“Ladies and gentlemen. Please fasten your seat belts. We will shortly be arriving at £9 via £8 and £8.50.

Thank you for travelling on the Boomer Express.

We hope you enjoy your journey” 😁

Adding yesterday & today at 58p.

Open goal.

Expect sp at an absolute minimum to be back at 95p at March 2026 year end.

There’s gonna an awful lot of new AI companies gonna formed this year but there will also be a huge amount of UK legacy companies going insolvent for the same reason!

Many thousands of UK SMEs will declare their “old” business models insolvent. Write off all their liabilities in that old co. And simply set up the AI version in a new company the next day.

MANO and Begbies (BEG) set to gain hugely from the AI industrial revolution fall out.

Looks like we’re being noticed by investors now !

Welcome on board.

Long story short:

• the company is in a formal offer period with the Takeover Panel. Competing bids from Spotify, Amazon, iHeartmedia et al.

• Cavendish Investment Bank value bid target at 1,300 (looks sensibly conservative given share reached over 2,000 pre-bids).

The rest is down to you !

Until the Investors Chronicle article just before Christmas, I think, I was completely oblivious to the huge opportunity here. Prompted by the share movement today, I think others are now rapidly waking up to the opportunity. I am very grateful to IC. That has certainly justified the subscription price for the next several years!

That article stated that the very highly rated analyst at Cavendish sees 1,300 SP as the conservative/realistic takeover price target. I’m sure that must be within the right ballpark. Although I would just note that at an earlier stage of Boom’s listed life, without any takeover premium included, the share price of boom was something like 2,000, in the not so distant past. From my experience those early spikes in a listed company’s share price are just the premature showing of the longer-term potential of the company and therefore, given the current takeover situation, should not be ignored.

Therefore my target range is 1200 to 2400. I added another £10k today. Total investment £50k at a avg if c. 685p.

This is an extremely hot sector, Boom have moved into the new Video Podcast sub-sector very quickly and there is a clear scarcity value for the way the company has been cleverly constructed. This is all just IMHO. As ever, always do your own research.

I agree @SuccesstotheBrave

Completely agree @TheBigShow

HNY to all. We already know it’s gonna gonna be prosperous 🙂

Results due in February. Management have sIgnalled to to that they are going to be significantly ahead of expectations. Expecting significant upward share price momentum as they are right in the market hotspot for the huge AI UK data-centre build out that has only just got going.

Looks like forced seller disappeared.

BIG BLUE BUYING BABY !

Thank you Stretchtarget. Very helpful morsel.

And I agree with the sentiment of the article.

That’s very kind @Boombangabang - thank you.

I just asked my top analyst team (ChatGPT) to research the likely buyers of AudioBoom.

The analyst team managed to pull that together in under 5.34 seconds!

It makes very pleasant reading: Obvious buyers range from the big daddy in the sector iHeartMedia, through to fox corporation, Spotify, Amazon all of which make complete strategic sense. As we all know companies are rated far higher in the USA than in the UK and Europe. Therefore on the re rating of audio booms revenue and profit and cash streams plus the obvious revenue and cost synergies available, one can then quickly see how Cavendish Investment Bank got to a target takeover price of 1,300p. Almost 100% higher than the inefficient UK market price for AudioBoom.

This does feel like a real no brainer opportunity (huge upside, no obvious downside). DYOR of course. But I for one I’m hoping that Centre brings me a few more audio boom shares down the chimney tonight!

Agree that is the rule but these sales didn’t start today. They started a couple of days ago. No RNS.

The trouble with any asset realisation strategy: the Debt provider will soon realise that they will be in a far stronger control position if they did that process within an insolvency (liquidation or administration). Critically, in an insolvency itself LCM COULD sell their cases (using the Insolvency law referred to below).

Sadly, and very typically, that will completely wipe out shareholder value to zero. There is NO ready market to sell funded claims.

I have just doubled my stake here to £40k.

Like others here, I too get the strong intuition that an interesting announcement is not far away.

GLA

On top of the £50k buy this morning, two £9.9k buys just went through.

Interesting sneaky buying on Christmas Eve…hoping I wouldn’t notice ! 🤣