Audioboom Share Discussion Threads

[sspurt] 14/4/2022 14:13

Nice to see this rolling again - one more push for the ATH

[cool hand kev] 14/4/2022 13:24

2000 buyer paid £22 confident? Well the price target is £30 - £35

[chrisfillyourboots] 14/4/2022 13:17

Who knows he probably has bought a stake already :)

[millennialinvestor] 14/4/2022 11:56

Melegram, YOU SOLD OUT AT 1400p - CANDYFLOSS HANDS

WHAT ARE YOU DOING HERE?

[dirty75] 14/4/2022 11:47

when is Musk bidding for BOOM

[cool hand kev] 13/4/2022 16:58

Yes I’ve just read that too

[melegramforttongo] 13/4/2022 16:47

Come on ffs get to £30/£35 alrighty …
Stop faffing around in the low 20s.

Any newbies looking in .
You need to throw everything you have at this.
Forget any investment strategy you have.
Put ALL of your portfolio in this now .
£30-£35 is coming and that is a FACT.

That’s my moderate ramp over .

[bandstandnick] 13/4/2022 16:38

Shareholders will be told if any firm offers are received - none as yet. He clearly expects some activity but no timescale indicated

[wooty01] 13/4/2022 16:17

I missed the investors up date by Last. Obviously Stuart has said something about future revenue being in excess of FinnCap forecast or an update on his take of M&A activity. Anyone care to divulge!

[wooty01] 13/4/2022 16:15

At least pinky

[cool hand kev] 13/4/2022 16:05

If it can hold breaking out to £22?

[base7] 13/4/2022 14:52

Slovar seems to be a small family owned investment vehicle & havent they done brilliantly well out of their holding here

[master rsi] 13/4/2022 12:50

TAKE OVER
Some news of others on the same business ......

Ocean Outdoor in talks with Atairos about possible takeover
Wed, 13th Apr 2022 12:31 Sharecast News
(Sharecast News) - Digital advertising company Ocean Outdoor confirmed on Wednesday that it is in talks with investment firm Atairos about a possible takeover.

The company, which operates the famous Piccadilly Lights screen in London, said: "In connection with Ocean's strategic review announced on 15 November 2021, the board confirms it is in discussions with Atairos regarding a possible offer for the group."

It added that there can be no certainty an offer will be made and a further announcement will be made as and when appropriate.

[master rsi] 13/4/2022 09:17

2030p +45p

Due to Michael Tobin exercising some shares last month and keeping them the number of shares in issue have increased and some shareholder see their % holding lower.


RNS - Slovar Limited

484,501 - 2.99% now
Number of shares in issue 16,214,203 shares

484,501 - 3.09% before
Number of shares in issue 15,840,519 shares

[cool hand kev] 11/4/2022 18:47

And lots of other stocks. Are all those late trades from Friday? All paying a premium?

[cool hand kev] 11/4/2022 15:01

Give it a couple of days and the sell price will be back over £20 IMO

[master rsi] 11/4/2022 12:30

Some have been lucky and able to buy at very cheap prices.
Those that thought they missed the boat I suspect.
Prices improving at both sides 1960 v 2000p now

[mdchand] 11/4/2022 11:54

I think some people took a ST punt incase they mentioned a strategic investor or an agreed buy-out. I guess that is still being debated in the background, but these figures show Boom remains a very attractive asset to any potential purchaser and as a result, should retain its premium valuation. I would also add that 100% year on year growth is still bloody fantastic and I don't think we are close to saturation point in the podcast market.

Remember, Boom can increase revenue as follows:-

Higher downloads per podcast
Commoditising the back catalogue
Increase advertising rates per podcast (which is also a function of downloads per podcast)
Targeting new countries
Releasing more podcasts
Releasing more inhouse podcasts that carry higher margins etc

Just look at Disney and how they are closed up on Netflix in a few years. You can broaden a market even when its main incumbent is showing low digit growth.

[master rsi] 11/4/2022 11:25

Higher prices are being paid all the time after the mark-down earlier

[bingaxu] 11/4/2022 09:27

Share price normally goes up before the news and fall on the day of the news. The share price reflexes the valuation of the company against the market cap...

[master rsi] 11/4/2022 08:49

Why the drop in the share price today after the good figures on the update?

Market Makers games are part of the reason for the drop today.
Mark the shares down, some investors panic and sell, then fill your books and reverse the tactics, mainly is what is going on now.

[mdchand] 11/4/2022 08:29

So my take on today's figures.

I had pencilled in approx $14.1m for Q1 22 based on growth rates for Q1 21, so $19.7m is substantially better than expected. However, Q4 21 to Q1 22 growth did show a slight drop off compared to previous years. However, the key metrics IMO will be Q2 and Q3 22 as these really rocketed last year showing 146% / 160% yr-on-yr growth.

If we get close to $32m for Q2 then my year figures of $140m will remain intact.