Member Info for Johnma

The fact it’s on the proposed board resolutions - they are extremely serious to act upon the authority.

Https://tritonrankers.com/rankers/us/networks-weekly-users/2025/5

Https://x.com/techmeme/status/1932395016728518853?s=46

Tencent Music agrees to buy podcasting startup Ximalaya for $1.3B in cash, plus some stock, in a bid to become China's Spotify; Ximalaya had 303M MAUs in 2023 (Bloomberg)

Https://www.thepodcastshowlondon.com/2025-partners

Acast reported net sales for the first quarter that beat the average analyst estimate.

FIRST QUARTER RESULTS

Net sales SEK535.4 million, estimate SEK465 million (Bloomberg Consensus)

Net sales +30%

Gross margin 37%, estimate 39.1%

Net loss SEK92.7 million vs. profit SEK5.2 million y/y

Ebitda loss SEK8.0 million, -47% y/y

COMMENTARY AND CONTEXT

Net was negatively affected by financial items amounting to SEK-60.6m mainly stemming from effects of unrealized currency exchange losses

"While acknowledging the uncertain macroeconomic environment, we have not experienced any impact on our campaign deliveries in the quarter"

"Having navigated economic downturns previously, we are confident in our ability to adapt our efforts and cost levels quickly and effectively if needed, to ensure profitable growth"

Looking forward to a good week ahead. Reviewed the results from last week - my view is reading between the lines with 63m committed already we should be able to hit the 80m target for the year and I strongly believe we shall see upgrades during the year as we received at the end of 2024.

Hope you don’t get too burnt tomorrow - placing - yeah right

S Number : 2120E

Audioboom Group PLC

09 April 2025

This announcement contains inside information as stipulated under the UK Market Abuse Regulations ("MAR").

Audioboom Group plc

("Audioboom", the "Group" or the "Company")

Q1 Trading Update

10X EBITDA increase and continued revenue growth

Audioboom (AIM: BOOM), the leading global podcast company, is pleased to provide a trading update for the quarter ended 31 March 2025.

Financial and operating highlights

· Q1 adjusted EBITDA(1) profit of US$0.7 million, up 10X on Q1 2024 (US$0.07 million), highlighting the continued strong performance of the business model

· Q1 revenue of US$17.3 million, up 1% on Q1 2024 (US$17.1 million). The Company continues to focus on high-quality revenue generation, relinquishing and replacing low performing contracts with higher quality revenue that is driving higher adjusted EBITDA profit

· With Q1 historically the seasonal low point for revenue and EBITDA profit, we expect revenue growth to accelerate in future quarters alongside further gearing of adjusted EBITDA profit

· Significant growth of Showcase - our higher gross margin, tech-based global advertising marketplace - with Q1 revenue up 36% year-on-year

· Record Q1 RPM (average revenue per 1,000 downloads) of US$60.83, up 17% (Q1 2024: US$52.17)

· Record Q1 average total brand advertiser count of 8,974, up 14% (Q1 2024: 7,839)

· Q1 average monthly distribution of 94.8 million downloads and video views (Q1 2024: 110.0 million). We expect Q1 2025 to be the final period impacted by the Apple iOS17 update with a return to positive distribution growth expected in Q2 2025

· Group cash at 31 March 2025 of US$4.3 million (31 December 2024: US$3.9 million)

· The Company is confident it will at least meet its revenue and adjusted EBITDA profit goals for 2025, and has made significant progress with contracted revenue of more than US$63 million for the year through advanced advertising bookings - more than US$9 million added since the January 2025 Trading Update and US$8 million more than at the same point last year

· The Company expects minimal impact to its performance as a direct result of the recently announced US tariffs, due to the production and sale of its inventory being within specific territories. In addition, as the majority of Company employees are based in the US, the increase in UK employers' national insurance from April 2025 will not have a material impact on the Company's operating costs

Commercial highlights

· Launched a new partnership with Sounder to equip Showcase with Artificial Intelligence capabilities. Showcase will utilise AI to expand our work with global blue-chip brands through contextual ad targeting and brand safety controls, enabling us to contract with brands that were not previously able to trade with us

· Expansion of the Audioboom Creator Network through new tier one conten

Https://x.com/tritondigital/status/1904579732588368343?s=46

Https://www.thisismoney.co.uk/money/markets/article-14528591/AIM-loses-30-firms-private-equity-predators-circle.html

I always question the legitimacy of a poster who only registered a few months ago

Podcasting is an expanding sector - AB has given clear indications the sector is set to grow for the next 5 years.

AB is growing at faster than the industry standard

We have an exceptional management team

Cash in the bank

A record breaking year ahead of us.

Enough said

Https://www.businesswire.com/news/home/20250311499941/en/Triton-Digital-Expands-Partnership-With-Audioboom-to-Deliver-Advanced-Contextual-Targeting-and-Brand-Suitability-Guidance

RNS Number : 0312A

Audioboom Group PLC

11 March 2025

REACH

Audioboom Group plc

("Audioboom" or the "Company")

Sounder Partnership Adds AI to Showcase Marketplace

Audioboom (AIM: BOOM), the leading global podcast company, is pleased to announce a new partnership with Sounder, which will provide artificial intelligence (AI) to Showcase, the Company's global advertising marketplace.

Sounder's AI capabilities will be integrated into Showcase, giving brands who utilise the marketplace enhanced opportunities to maximise their podcast advertising spend.

The AI-powered Showcase marketplace will offer contextual ad targeting and brand safety controls, imperative in the continued expansion of Audioboom's work with global blue-chip brands.

Showcase will use AI to pinpoint topics of conversation within podcasts, then offer targeted ad placements to relevant brands. This contextual ad targeting will create premium value for advertisers and content creators.

Showcase will also use AI to provide brands with safety and suitability guidance, by identifying content that aligns with a brand's values and risk thresholds ensuring their ad campaigns are delivered at a high standard.

The Sounder integration works at scale, with inventory of more than 10 billion impressions across 8,000 podcasts set to utilise the technology through Showcase this year.

Audioboom expects the introduction of AI capabilities in Showcase to further boost the expansion of the automated marketplace. In 2024 Showcase revenue grew by more than 56%, and as the Company's highest gross margin revenue product, its growth will be key to our ongoing success.

Stuart Last, CEO of Audioboom, commented: "Showcase and Sounder are a perfect match, and I'm excited about the positive value this alliance will bring to our advertisers and podcast creators. AI will supercharge our platform in the coming years as we develop a more sophisticated product that meets the needs of our global blue-chip brand partners."

Someone sold to early - no trying to validate their error - lol

Https://x.com/thesaintcharts/status/1893621516182475144?s=46

Https://on.ft.com/4baHoq4 ‘It’s gonna be some work’: David Rhodes on saving Sky News from a TV grave

Stock is tightly held now, together with strong fundamentals I would expect £12 plus by the end of 2025. GLA

Been diligently following Booms progress over the last 3 years - expect £10 by December 2025.

The Showcase advertising platform will generate significant profits for BOOM

When you start to evaluate the opportunities open to our 4 investee companies, the fundamentals start to look explosive.
The global growth opportunities with FVR, DA and Wyld are phenomenal, I’ve been in the markets for 32 years and I can strongly say the potential of Tern is one of the most exciting companies I’ve ever invested in.
We have four great investment opportunities
Some excellent international partners
Great business verticals being developed
All we need is one company to outperform and our stock price will be blown out of the water.
My friends and I have used the pullback to add to our positions.
GLA - do your research there is a lot to be excited about.

It’s been an interesting week, the ups and the downs. On reflection it showed the real strength of the stock to recover after a sharp fall. Tern is an exceptional investment opportunity for the following reasons. 1 we have a diverse portfolio of investments, so if one of those investments outperforms the market that would have a major impact on the value of tern. 2 we have an exceptional Managment team. Al Sisto, Ian Ritchie, Bruce Leith, Sarah Payne and Alan Howarth. All have credible profiles. Which ensures they bring significant value to investee companies. 3 IOT recently described by Deloitte as the 4th Industrial Revolution, with 125 billion devices to be connected by 2030 shows the mind blowing potential of the market. 4 Companies in the UK are much cheaper relative to their US Peers, finding companies in the Uk then growing them globally brings them in line with their US peers. 5 companies which have disruptive technologies can bring tremendous financial upside value. Tern look for strong IP and develop the IP with a view to capturing that value. GLA well done to all those who ignored the fall and who added, this is just the beginning of a very exciting investment.