Member Info for mcsquares

I joined in and took another 5k worth at £4.14.

Pension pot so plenty of time to come good

No point saying it’s worth more and not buying. Several potential bidders had it at least a 30% premium to here. Who am I to argue

Is that Berkshire Hathaway on the phone or Wetherspoons 🤣

Fair enough to be disappointed that we haven’t been taken out and made a quick buck and it is disappointing that the board haven’t set out the results of the strategic review

However

The board are delivering in terms of growth and global positioning. Nothing has changed in terms of the podcast market. We are well positioned and no doubt in my mind that those who came to the table will be back within 6 months with a revised offer.

No point talking about the Nasdaq - why go to all the trouble when buyers are circling- it will eat up the cash reserves. Get off Aum and seek a full listing in London

Illiquidity is driving us lower as retail sell. For every seller there is a buyer and I wonder who that is.

Good luck and to our narks on the board congratulations on calling the downside. I hope you made some money on the move as it would be embarrassing if you haven’t

In this case it is working for me as I can add at levels I thought I would never see again. As pointed out -Aim is a market for gamblers - not investors and gamblers get bored easily

results of the SR didn’t go as expected so they have bailed. Too long to wait when opportunities exist elsewhere for them

The sell off is as expected and the sharp rebound will take it back to £6 and stability soon enough.

The board however could do better and actually outline the results of the “strategic review”.

Another problem with Aim is the poor board culture. I actually was hoping our board were at the races

It’s consistent with his usual buying?

He has wasted no time post review to add and we will no doubt see further adds as we move forward.

The share price held up reasonably well yesterday despite the sellers who wanted the quick buck and played the review

Great vote of confidence

Keep her lit

I think their is a very strong chance that walking away from offers that weren’t suitable will force the hands of potential acquirers to dig deeper.

The board has shown that they aren’t desperate for a deal and they have the growth trajectory to sustain a higher multiple than that offered

I bought another 8k worth at 4.69 earlier and will continue to add where I can. This could prove to be a master stroke by the board. Remember the sp was trending nicely prior to the strategic review and Tobin was happily munching up stock

As long as the board are buying (which I expect straight away at these levels) then I will continue to add

I have no time frame. Let’s see the industry exponentially grow and our multiple with it. Its about time companies stood up to private equity poachers and put real value on UK companies

Day traders won’t be happy umakeitallup but investors with a timeframe passed 9am will pick up the dip.

Hope that helps 🧐

Any dip will be bought as Offers were all at a premium to 5.40.

The quick buck is obviously not what the major shareholders wanted. They know the value of the business and the speed its growing so I’ll trust their decision and will let it settle out before adding more

The future is podcast and we are in the top tier so whatever happens short term happens and the opportunity will open up

Area - seems to be a difference in the December versus May 2.9RNS - December states there was an imminent lapse in the options - not this time so hoped the takeover has driven this 👌

Exercising stock options before a takeover allows holders to secure shares at a lower strike price, start the holding period for favorable long-term capital gains tax treatment, and ensure they receive the acquisition price in cash or shares of the new company rather than having options expire worthless.

It converts contingent rights into actual shares to participate in the acquisition.

Here is why exercising options before a takeover is often considered:

Tax Optimization: For Incentive Stock Options (ISOs), exercising and holding can help meet the requirements for long-term capital gains (holding for at least one year after exercise and two years after grant). Even if the acquisition happens within a year, it may start the clock for better tax treatment than waiting for the options to be cashed out as ordinary income.Securing the Acquisition Price: If the takeover price is higher than your strike price, exercising allows you to lock in that profit. The shares you own will be converted to the new, higher value, rather than losing out if the option is underwater.

Avoiding Option Expiration: If your options are not vested, a takeover might cause them to lapse. Exercising early allows you to fully participate in the merger proceeds.Managing Tax Liability (Early Exercise): If early exercise is allowed, exercising when the spread between the strike price and Fair Market Value (FMV) is low can reduce tax obligations.

Leverage for Cash Out: By holding shares directly, you may have more flexibility in how they are treated during a merger, such as electing to receive cash immediately instead of receiving restricted stock in the new company.

Mainstream media players see the value in podcasting - not only from the commercial side (advertising) but predominantly the narrative side. They can build a platform to drive their agenda particular in an ever divided US

The phrase premium to the closing price has anchored the share price in my opinion.

When I see the rest of the podcast companies appreciating significantly in price it reaffirms the future trajectory in the SP.

aim really is a disaster. Time for Audioboom to strike the deal or get on with growing. If its growth - get us off Aim and onto the full market

Beginning to hate the two words “strategic review” 🤣

Share price climb has stalled out since the announcement

Consolidation in the industry is a given but as our market cap consolidates and others appreciate it is looking more likely that we are gobbled up rather than being the consolidator

Sooner we find out the better. Money could’ve working elsewhere 💪

Maybe now that the case is out of the way, the takeover talks will ramp up

No one wants the potential of negative press if they are about to take over a company

Run way now clear

I bought 5k worth. The boys will be ramptastic as the cores come out. Dont fall in love and trade the spikes

A lesson learned over the past 9 months here

Looks like one of the market makers is collecting in stock to sell to Dowgate. The sizes of the last two days indicate this.

They keep buying 💪

Nice holding - 8500 for me across ISA and SIPP - nicely tax protected

I have suspected through this process that Dowgate have been a proxy buyer for a party who for obvious reasons wants to remain silent.

The continual stream of purchases in an orderly manner as to not spike the share price - a solid book build.

The urgency over the past week has increased as the likelihood of the finish line comes closer.

These large buys will continue and ramp up in the weeks ahead. It would be nice to get a free float figure as surely this is evaporating