focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
No surprise
They’ve already swallowed most of the losses, $7.5m to payout until July 2025 and then it’s plain sailing with the reduced minimum guaranteed
At this rate It’s not going to be hard to beat $75m , they’ll end the year $85-90m
£5m available snd Someone on twitter suggesting a raise 😂😂😂
Q1 cash is always down as they make advanced payments in first quarter and recoup over the year
On each measurement service Audioboom ranks as the highest independent podcast publisher, as well as the highest ranking pure-play podcast publisher.
2023 saw a very low level of M&A and investment activity across the industry. There were no notable acquisitions in the space, with the only noteworthy transaction involving the public listing of Podcast One in September 2023, now trading on Nasdaq.
We are confident that the structural growth of the medium and the sharp increase of the Total Addressable Market will lead to M&A activity reigniting during the next 12 months. Audioboom's business model, structure and performance continues to provide strong optionality on our future path. Our global scale and ownership of technology and commercial services will make us an attractive proposition for major media or technology businesses looking to fast-track a leadership position in podcasting. Alternatively, our business model sees us set for continued growth and a strong future as the leading independent player in the space. As always, the Board will continue to strive to deliver maximum shareholder value.
How’s this for you
I am buoyed by the US$55 million of advertising that we currently have booked for the year. This compares with the US$50 million booked at the same stage last year but, in relative terms, we are even further ahead, as in 2023 approximately US$7 million of advertising campaigns were cancelled between April and September due to ad market deterioration.
Boom is back
Don’t see a sell on news tomorrow - shorts and getting burnt tomorrow
Bet Tobin can’t wait to top up
All eyes on EBITDA and cash generation
11-Apr-24 16:29:03 307.50 50,000 Unknown* 153.75k
Imminently
Last chance to fill boots tomorrow
Given the size of the trades doesn’t look like people are in this one for a quick buck on Monday
Looking at the buys today - a lot of people are going to make lots of money off of this when it flies
£250k buys today MMs and shorts hanging on for life
To steal a phrase - ‘wouldn’t want to be out of this one over the weekend’
MMs and shorts have finally lost
£100k already bought this morning vs £8k sells