Member Info for TheBigShow

Looking good to move up

For me a revenue share agreement that gets the SP into double digits is more likely than a takeover

https://techcrunch.com/2025/11/04/spotify-now-has-half-a-million-video-podcasts-which-nearly-400m-users-have-watched/

Another £0.75m raised by Dowgate - wonder what they will buy with it ? 😀

Just wait for the profit upgrade to land

Not any time soon - huge buys 😂

Https://deadline.com/2025/11/fox-acquires-rom-com-podcast-company-meet-cute-1236606776/

Iheart up 27% on pre opening - all Boom needs is one of these JV tie ups and share price will be double digits without even needing a takeover

Wow look at their share price opening today

https://www.bloomberg.com/news/articles/2025-11-03/netflix-is-in-talks-to-license-video-podcasts-from-iheartmedia?embedded-checkout=true

Uallmakeitup gets his £6.50 to sell now 😂

Well that shut them up 😂

Those numbers were known a year ago, why did you choose to invest in the 500s instead of 200s?

Well according to LSE the p/e is actually 137.06 and yet intuitional funds keep buying?

AUDIOBOOM (BOOM LN) - CORE HOLDING UPDATE

Audioboom was the key driver of Q3 returns as the company quickly integrated its first bolt-on acquisition which had been acquired on very attractive terms. Synergies are particularly compelling because Audioboom can deploy its showcase engine into acquired back catalogues where the incumbent publisher has no such program to generate new revenues, and as a platform structure supplementary cost synergies are obvious. The market has begun to understand this and reprice the potential of future selffunded deals now that Audioboom is forecast to become meaningfully cash generative next year and beyond. At 0.7x EV/Sales Audioboom shares had been trading at a material discount to transaction multiples of 2 to 4x sales and even after a strong rally ended the quarter not much north of 1x Sales. The Onward team were thus not totally shocked post period end to see Sky News break a story that the business was drawing acquisition attention itself from iHeartMedia and Fox Corp. The same attractions of Audioboom’s own M&A deal have flagged the possible upside in a larger party acquiring the whole group itself given its paltry public markets multiple.

Boom

Today is the day

Massive

This deal is valued at $150m alone - the growth route for Audioboom will be through these strategic deals

Even a $50m deal would blow the SP through roof

Or Apple / F1 Audioboom

Hopefully writing about Fox / Audioboom next time

https://www.wsj.com/business/media/crime-junkie-company-in-deal-to-bring-podcasts-to-tubi-c2318066

Looks like started early today