Member Info for M0neyMan

Once again Triton rankings rate AUDIOBOOM as second in the USA.

https://tritonrankers.com/rankers/us/networks-weekly-downloads/2026/4

And the real kicker is all of this is visible to the interested parties already inside Audioboom’s data room. It strengthens the a possibility of good outcome in the SR. Audioboom isn’t a legacy audio host — it’s aligned with Spotify’s next‑gen video strategy.

Creators can now earn from premium video revenue + ad revenue directly inside Spotify with the multi platform distribution and many more reasons and this will not be overbooked by the ‘interested parties’.

And the real kicker is all of this is visible to the interested parties already inside Audioboom’s data room. It strengthens the a possibility of good outcome in the SR. Audioboom isn’t a legacy audio host — it’s aligned with Spotify’s next‑gen video strategy.

Creators can now earn from premium video revenue + ad revenue directly inside Spotify with the multi platform distribution and many more reasons and this will not be overbooked by the ‘interested parties’.

Hardly. MakeItUp claiming he’s holding 29,000 — what a guy. My average is a lot lower than yours, and even if this dropped more than double — around 60% from what you stated — I’d still be in profit. Even in the AIM cesspit. If this tanks you will be the one stuck with the shares you turnip.

Based on what we’re seeing right now, many believe a buyout may not happen, as the current share price is only slightly above the level mentioned in the RNS regarding bids at a premium. However, it’s worth remembering how tightly things were kept under wraps during the Adelicious acquisition — there were no leaks at all. It’s entirely possible the same could happen again. Of course, nothing is guaranteed, and we’ll find out soon enough either way.

And do not forget, Uallmakeitup owns 29000 shares. Can’t make it up!

Think we AB will be bought out but hopeful for well over £8 but more likely it will be around £8 unless bidding war happens. Anyone’s guess how much it will go for.

Either way, we’re finally going to see what’s actually going on. Hopefully the SR isn’t dragged out again because the waiting is doing no favours for PI’s. At this stage it feels like red or black for some. If Audioboom isn’t sold, then being on AIM you’d expect the share price to dip a few percent short term before things settle.

Just maybe - We’ve opened the poker table and counted all the chips scenario?!?!

Don’t forget they’re talking to global media orgs and other big players — that alone tells you the process is real. Doesn’t mean a deal is guaranteed, but at this point it’s worth letting it play out. Worst case, no deal and the price drifts for a bit until the next strong updates. And if the board decide to list in the US, the share price gets fresh momentum anyway.

‘Since the Strategic Review was announced the Company and the Advisers engaged with several interested parties including global media organisations, US and European peer companies and media-focused private equity investment institutions.’

Even if the worse case scenarios happens and they don’t get a buy out, they are still a growing business. That is the bottom line. Should be interesting how it plays out.

Some have waited years for something like this but will they sell now without waiting for a decision. Seems like an over reaction to be by some. Weeks away.

For me it really is simple now: it’s either a sale or no sale — and I genuinely don’t see the board entertaining anything below 1200/1300. Cavendish already put that valuation range on AB before the upgrades we’ve seen, so the floor should only be higher now.

Either outcome looks strong: if a buyout lands, great. If not, AB going it alone is hardly a bad scenario given the momentum. Long‑term holders should be pretty comfortable with how things are shaping up.

If a couple of companies decide to go head‑to‑head, then holders could be looking at a very happy outcome. A bidding war would change the whole dynamic — and with the valuations already on the table, it wouldn’t take much to push things into a seriously attractive range.

Another £6k bought by Dowgate. Not a significant amount for them, but still a positive signal.

At this stage, if the deal doesn’t go through, the update will likely come around the Q2 results. That timing should help cushion any downside, as I’m confident the results will once again show improvement on the previous period.

If the deal does go through, it’s hard to see the price falling below current levels. Overall, the risk–reward looks favourable either way.

Obviously others will see it differently but that’s my take on it.

Remember that Inviting parties into a data room means bidders have moved beyond early interest and are now reviewing detailed financials, contracts, and forecasts—something only done for serious, credible buyers.

Granted, It doesn’t mean a deal is agreed, but it shows the board is open to offers and the process is now in a live M&A phase. This is typically where bidders decide what they’re actually willing to pay

Selling now in Audioboom Group plc feels risky given where AB is the process. This isn’t early-stage speculation anymore—multiple parties have done DD and are now considering cash offers for the whole company. That’s typically when valuations start to move, not before.

The RNS also confirms indicative bids are already at a premium and there’s a clear timeline (by June 2026). With more than one party involved, even limited competition can push prices higher. Selling now risks missing a potential takeover premium or rerate just as things are getting serious.

I think you agree with me.

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Overall, the opportunity is clear—but the valuation upside will ultimately depend on how convincingly AB can deliver on margin expansion and scalable growth’.

I think 600–800p is a reasonable valuation range for AB at this stage but that’s not to say they can’t be bought out for a lot more.

To justify a move toward 1200–1800p, the key will be EBITDA margin expansion. At present, margins sit around ~6%, and the business would need to demonstrate a clear path to 10–15%+ to support that kind of re-rating.

Encouragingly, the margin trend over the past few years has been moving in the right direction, and there’s a strong case that this improvement can continue as the business scales.

Relative to peers like Acast and PodcastOne, AB still appears somewhat undervalued, particularly given its recent expansion. The next step is execution—proving it can scale efficiently and translate growth into stronger profitability.

Importantly, the situation has now moved beyond a simple “review.” Multiple parties have conducted due diligence and are actively considering cash offers for the entire company, which is a meaningful development. Indicative bids are already coming in at a premium to the pre-offer price, and there is a defined timeline with a deadline set for June 2026.

Potential outcomes (in my view):

• 800p–1,000p: Base case takeover scenario (e.g. private equity / financial buyer)

• 1,000p–1,400p+: Upside case if a strategic buyer emerges (driven by ad-tech or media synergies)

Supporting factors:

• Scaled and growing US audience

• Continued improvement in EBITDA margins

• Increasing strategic value in a consolidating market

Overall, the opportunity is clear—but the valuation upside will ultimately depend on how convincingly AB can deliver on margin expansion and scalable growth

Steady she goes. Don’t mind a steady rise over the coming months.

Poe - good to know what can be a possibility. Anyhow the results were brilliant which makes it an easier hold longer term.