Member Info for ggrantsu

Yeah its a very interesting time....very surprised it hasn't happened yet...but will take a bit of time I guess

Sure they have more to sell which is annoying in short term. I’m switching off personally….losses so big and long term fundamentals so good that just going to stop looking. Realistically I think q3 will be tough which doesn’t help either…but entirely out of their control.

Wish everyone the best of luck here.

Miserable time for shareholders here. Thought I’d got in at an amazing average at just over 9…can’t quite believe what’s happened.

This business is now on 20x earnings…for a business growing 80% in recent half year. It has no debt.

It’s funny I always never thought of it as an earnings multiple stock…it’s early stage high revenue growth with m&a taking place at 5-10x sales.

Plus side of this is that it will now be on so many others radar…incredible really.

Saw some comments about selling out today….must be insane. Just had the h1 numbers and Tobin buying more!! If your a trader….then suit yourself. Any investor is now faced with a ridiculously cheap opportunity.

miserable day for shareholders here today...but also not many other companies where director buying is so rampant. it really is very rare...so on the one hand we have record results and rampant insider buying (two actual evidence based support signals)...on the other we have some of most miserable SP performance on market, which is determined by short-term buying and selling/trading/macro concerns etc.

doesn't soften the blow...but those are two huge positives we have here.

no changes in institutions holdings...can see in real time

Will check on Bloomberg now for you

Sorry make that 1.1mm across 4 trades done at 700

I’m seeing 800k of buys after hours at 17:20

Very frustrating day here for holders...to post 80% organic growth and get shafted 4-5%...not pretty. Couple of points from my side:

1) My view of presentation was one of M&A right now being off the table...if you listen to the language it was pretty cold and think sentence 'maybe not attractive in the current market climate' said it all...M&A is definitely on one day for this business but I think it's not on table atm.

2) luckily there is plenty of opp to grow this businesses significantly organically. Numbers today were superb and although Q3 and Q4 will be softer...they could perhaps still hit 90mm. All depends and unfortunately out of their control for the time being which is tough.

3) linked to point 1, made clear Tobin hasn't been buying because of a block pre-results...I would say the only thing now that will hold this share up is significant director buying and the renewals spoken about - there are 3 key ones (one in final stages of negotiation and other 2 earlier stage). Without the buying and renewal good news this share is just going to keep falling/not move. Annoying about the Triton publisher position...moving to 4th or 5th over short term due to loss of Morbid show.

Fact is under 10 quid these shares are a steal...because you have to benchmark from those market transaction multiples which have been over 5x for loss making businesses with nowhere near as lean a team / solid operations vs. BOOM. They are just for the time being at the mercy of the macro environment and will be until it improves / there is another big M&A driven catalyst.

Most annoying thing about all of this is how the West's macro problems are entirely western government driven. It has been. Hard to get the head around just how badly macro economic and energy policy has been handled.

Lol you think 80% growth is lukewarm update? Get a grip

That RNS sounds like game over to me for retail shareholders. Extremely depressing.

Superb set of results....very chuffed for them.

Loading up indeed. Good luck tomorrow all

Happy to answer kat. I’ve got 4 scenarios for Monday. The first one I put at 10% probability…why bullish and heavier weighted to others? Because in mid may they explicitly told us very strong performance had continued post q1, we then climbed podcast rankings even further, and then yesterday received news of all renewals. Our chairman, a highly successful investor in tech, has bought heavily. And there is clear potential for m and a news. Why are you so negative on it? Interested to hear.

I’m in red but only started buying at 11 quid and have bought a lot in 8s and 9s so now avg at 9.30. Positive for all reasons above…you’ve never actually given your reasons for being negative.

Bad H1 numbers and poor outlook for remainder of year and going forward. Feels unlikely given in the middle of May they said strong Q1 performance had continued...then we had the move up charts to 3rd in US and the RNS yesterday.

Good H1 numbers and reasonable outlook going forward but an element of caution.

Good H1 numbers and strong outlook given the renewals as per yesterday's RNS.

Good H1 numbers and some kind of merger news; backed up by fact Tobin hasn't been buying and weird share price movements.

Additionally….reported trades are public and material information…they aren’t something the LSE can misreport on and say that sells are buys. Would literally result in markets not functioning properly.

I’m not dreaming pal don’t worry. Just one of many typical days where buys far outweigh sells with this share and we end down.

Kat why on earth do you hold this share if you don’t believe on performance of the business??

That 25k was a buy not a sell

A 225k buy just went through. Wtf is going on.

**when i say stepped away....meaning not looking day to day, still loading up on shares at this level...the manipulation doesn't have any bearing on long-term growth potential of the business thankfully!