Member Info for TheBigShow

Cavendish target is now £16 ?

That was my grump that AB refer to Cavendish forecasts which are always wrong making Q1-Q3 pointless as you only find out the real figures in Q4. 15th October said $79m revenue for 2024 then 2 months later comes out at only $73m. The only internal forecast AB share with us is the 22% CAGR one which everyone ignores.

We know earnings will be higher than $4.5m because they removed all of the minimum guarantees, if they just came out and said that now SP would be double what it is now. People see it is as a negative, it's me saying they need to improve the reporting/accounting to get the SP higher

Interesting read

https://investors.acast.com/investors/capital-markets-day-2025?utm_source=podnews.net&utm_medium=email&utm_campaign=podnews.net:2025-04-08

Like clockwork the same accounts come out from the cobwebs as soon as Zakky posts - he’s not my cup of tea either but you can see the coordinated bullying

Again hit the filter button if you don’t want to hear both sides

Guy on other board saying they lost Matt and Shane and Two Hot Takes to Spotify Video

I never sold

The board deleted MasterRsi thread so my post went too

Hit the filter button this boring for people to read if you got a problem with Zakky

After that dilution completely lost interest now - hope to get anywhere close to 27p average but no doubt they will steal more shares before we can get there

After that dilution lost all interest in this - hope to get close to my 27p average one day but no doubt they’ll steal more shares to stop us ever getting there

After that dilution I’ve lost all interest in monthly performance - hope to get somewhere close to 27p average one day

Https://ibb.co/n8ZBTc0C

Total wipeout ?

You also have a post called "Slightly annoyed with Stuart L" - weren't annoyed before were you? Things can change

Is you dont trust me why didnt you filter me?

100s of daily posts on this share and SP tanked completely - one board to ignore

I'll never trust them after they said they'll do $79m on 15 October and then ended up at $73m - we'll have to keep waiting until Q4 every year to find out the truth on revenues/EBITDA

If RPM is up 53% on last year why doesn't revenue correlate? Are they really going to do $215m revenue by 2030, doesn't look realistic to me

Tbh with onerous and MGs removed should make the figures easier to follow but for me they spend an hour in these presentations feeding people smokes and mirrors, can they add a Q2 forecast when they present Q1?

Options cancelled at £15.55 and replaced with £2.40 - why so low? Did they ramp the SP at y/e to meet the SP target . Did the shares not vest when they didn't hit $79m? (one of the metrics). 1.7m options outstanding, from the TVRs looks like employees have started to exercise small amounts of their shares, will start to subdue the SP

Keep going on about SP manipulation but then against share buybacks?

Just know people will keep asking about US listing, have you seen IHeart SP? Revenues $4bn and valued under $200m

Can they switch to reporting figures monthly? Hardly any updates in Q1, Q2 will be the same now stabilised business

Anyway hoping they come out with some massive news to prove me wrong - I'll just be grumpy until then

That's the thing everyone bought in expecting "good" results, so they need to be overperform in the current climate to move the SP with a weakening outlook in the future. Bear in mind Q1 24 still didn't have IOS change fully reflected.

My predictions for a "good" set of results - hope to be proven wrong and they do better but I do not trust how they report figures

Q1 24 $17.1m / Q1 25 $18.5m? 8% up

Minimum guarantees 2023 $24.3m, 2024 $9m?.2025 – close to zero?

Q1 24 EBITDA – $0.1m / Q1 25 $0.5-1m?

Q1 24 eCPM $52.17% / Q1 25 $80 – 53% up

Q1 24 advertiser count 7839 / Q1 25 10,000 - 27.5% up

Q1 24 monthly downloads 110m / Q1 25 100m? 10% down

Q1 24 cash $3.1m / Q1 25 – $4.25m? 37% up

Q1 24 advance bookings added $8m / Q1 25 $9m? 12.5% up

New podcasts – Affair with Anna W, Baller League/, Tays & Ginge

Feel free to filter if I am boring you

Everyone would still be underwater

They are obviously not saying anything people want to hear otherwise SP would be increasing - people lose confidence

What is your point - you've been attacking people since May 2020?

Heres the link 524 shares @1.44 - choose another file upload server if you don't want to click it

https://ibb.co/pHMDfRR

Anyway filter me if you want