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They haven’t told us any figures for 3 months and no doubt broker will pluck some random figure out of the sky for 2025 earnings forecast

Who are you even talking to? 😂

£92k trade

3 x £20k buys

Oil rising again

They’ve said it costs $2-3m to list in the US which they already have

$10m EBITDA is also very achievable next year

My own view is they won’t list in US - they just mention it presentations because people keep asking every quarter

About to pop

They’ve invested a lot in product development in recent years without affecting cash balance

Think they’ve changed their minds in recent years from dividend to potential share buybacks

More was to highlight the strength of the business when cash starts to finally increase after a few years flat

Cash is going to start looking more interesting with onerous contracts finishing

Additional free cashflow $2.5m in 2025 and $5m from next year

If they end 2025 with cash balance at least $7m and $12m end of 2026, what are they going to do with it ?

They did $17.1m in Q1 24 and $0.1m profit - my guess is $18.5m and $0.5m profit

Again, AB adopt a strange accounting approach - the 24/25 losses on onerous contracts were already booked as a provision in 2023 making the position looks worse (no capital call in 2023 was needed despite booking heavy losses)

In 2024 they release the onerous contract provision back as a credit, making it look better - $3.4m profit in 2024 but hardly any increase in cash. In the half year accounts they split the revenue and costs be onerous and non-onerous so you can see the affect

Will be interesting if they renewed those clients on better deals or ditched them - but margins will definitely be better in 2025 but not because of onerous contracts lapsing

Not true on 15/10/24 their slide showed $79m for 2024 and then it came out as $73m , so really depends if they give us their internal numbers or use some BS number that the some junior analyst at the broker comes up with

$5.22 now disgrace

Oil on the rise

Market keeps evolving - huge untapped potential

https://www.semafor.com/article/03/23/2025/how-a-technical-tweak-to-youtubes-ads-could-transform-podcasting

Would expect a run up to Q1 results in around 3 weeks , probably a brief pull back as seen at Q4/Q3 and then explode again

£5.08 on the ask

If posters care so much about salaries buy a controlling share in the stock

They have already hedged this year with strong upfronts and higher prices, also significantly reduced minimum guarantees so if there is a ad slow down like 2023 they are better protected

Even if consumers get hit would you really cancel your podcast subscription? more likely you would cut back on bigger ticket items

A lot of jealously of others salaries on this board

Who doesn’t have a 6 figure salary these days?