Lbg Media Share Discussion Threads

[battlebus2] 16/5/2025 11:31

Took a few more. We will get there 👍🤣

[battlebus2] 15/5/2025 15:46

Disappointing to see us back down here again.

[lennonsalive] 13/5/2025 12:52

Someone offloaded this morning

[nakedmolerat] 12/5/2025 16:57

100p first target, i bought two lots recently

hxxps://simplywall.st/stocks/gb/commercial-services/aim-rws/rws-holdings-shares/news/lbg-media-and-2-other-uk-penny-stocks-to-watch-closely

[harrywilliam] 12/5/2025 15:14

Me also looks ripe for a move higher

[battlebus2] 12/5/2025 08:15

Added again this morning

[battlebus2] 09/5/2025 15:54

I’d hope not. If so these are cheap but hey.

[masurenguy] 09/5/2025 14:18

Well the results in 7 weeks time should not vary very much from the outlook in last months Q1 update.

[battlebus2] 09/5/2025 13:49

Took a few here today, looks overdone but let’s see what results show.

[lennonsalive] 05/5/2025 18:04

The days of jumping on an NT trade for a quick ride are over. The uk markets for small caps are awful. NT finds some good value shares, but the market isn't going anywhere soon with Trump, labour, etc I still think this is a great share that will be bought out by a bigger media company, think about the show succession and what they did to stay in the game. This is a game as well. :)

[masurenguy] 03/5/2025 11:32

Paul Scotts latest comments on LBG - starts at 27.00 minutes in.

[stewpot3] 01/5/2025 11:53

Yes, bulletins say one thing while the graph says another, ridiculous as it may seem.

[cousin jack] 01/5/2025 09:04

Now at NT’s stop loss level. If the last two positive updates haven’t stopped the falls then I’m not sure what will. Perhaps time to move on.

[bscuit] 30/4/2025 21:01

Is there a tariff exposure?

[aishah] 30/4/2025 08:09

I've added at the open.

[masurenguy] 30/4/2025 07:22

Excellent update with sales up 13%, EBITDA up 16% and net cash up 21% !

Half-Year Trading Update and Notice of Results

Positive momentum in H1 25 with double digit growth, US delivering significant wins
and a healthy pipeline of opportunities

● Positive momentum reflecting a diversified model with demand from brands and social audiences: revenue of £43.9m (HY24 £38.9m) up 13%, adjusted EBITDA £12.2m (HY24 £10.5m) up 16%.

● Progress across our three growth lenses:

○ US expansion, following our step-change acquisition of Betches in 2023, where the Group achieved significant wins, including our first US client exceeding $1m.

○ Direct (content and campaigns for brands and media agencies to reach young adults): revenues up 8%.

○ Indirect (revenues shared with platforms and partners that place adverts next to LBG Media content on social media and programmatically on our owned and operated websites): revenues up 17%.

● Global audience1 increased to 520m, up from 494m at H1 24 and 503m at FY24.

● Net cash and cash equivalents at 31 March 2025 of £32.9m compared to £27.2m at 30 September 2024, with strong cash conversion of over 100%.

Outlook

Whilst mindful of heightened macroeconomic volatility, the Board remains confident of delivering an increase in revenue of approximately 10% in FY25, as previously indicated. This reflects LBG Media's diversified model, momentum from wins in the US, healthy pipeline and audience engagement.

CEO, Solly Solomou commented: "LBG Media had positive momentum in the first half of the year, with a strong revenue, profit and cash performance. This reflects our diversified revenue streams and positive progress in the US, the world's largest advertising market, where we are seeing demand from global blue-chip brands. Today, LBG Media is the UK's fifth largest social and digital business; reaching 70% of the UK's Gen Z population. We continue to expand our global social audiences and our brand is recognised as a leading social entertainment brand for young adults. LBG Media's diversified model, momentum from wins in the US, healthy pipeline and audience engagement support the Board's confidence of further progress in the second half of the financial year."

Notice of Half-Year Results

LBG Media intends to announce its 2025 half-year results on 24 June 2025.

[masurenguy] 29/4/2025 09:58

Shareprices often move on sentiment and not financial realities. If you don't understand that then you should put your money into a building society account.

[stewpot3] 29/4/2025 09:51

There is nothing ridiculous about a 31% fall in six months.

[masurenguy] 29/4/2025 09:36

Re #133 above. What a ridiculous comment. Sales were up 22%, adjusted EBITDA was up 16% and cash was up 72% at £27.2m with excellent cash conversion of 105% for last year with a strong Q1 that achieved double-digit growth compared to Q1 last year. Directors have bought over 100,000 shares over the past couple of months and the company anticipates that revenue will increase by circa 10% during the rest of this year. Shareprice is off largely due to market noise, Trump's shenanighans and the the potential impact that they might have on advertising spend in the short term.

[stewpot3] 29/4/2025 09:18

Yes, what a dog this has turned out to be. The Naked Trader isn't always right and took a hit on this one. There seems no respite atm and close to dumping, as I'm sure many others are too.

[starpukka] 28/4/2025 21:24

Terrible, terrible share price performance. Never bounced after tariff-gate. Over 31% down in 6 months. What's going on ?

[frances2] 17/3/2025 10:09

breaking out on chart but have not got l2

[stewpot3] 14/3/2025 11:28

So much for yesterday's little flurry. However it looks like we may have a bottom to the price action.