Lbg Media Share Discussion Threads

[lennonsalive] 05/5/2025 18:04:31

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 11:32:38

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

[stewpot3] 01/5/2025 11:53:16

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

[cousin jack] 01/5/2025 09:04:18

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 21:01:25

Is there a tariff exposure?

[aishah] 30/4/2025 08:09:39

I've added at the open.

[masurenguy] 30/4/2025 07:22:47

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 09:58:55

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 09:51:35

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

[masurenguy] 29/4/2025 09:36:08

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 09:18:12

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 21:24:53

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

[frances2] 17/3/2025 10:09:19

breaking out on chart but have not got l2

[stewpot3] 14/3/2025 11:28:53

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

[masurenguy] 04/3/2025 17:55:59

LBG Media brings non board ex-JD Sports CFO Neil Greenhalgh as part of growth push
04 Mar 2025

LBG Media PLC has appointed Neil Greenhalgh, former CFO of JD Sports Fashion PLC as a Strategic Advisor. He brings with him a wealth of experience in scaling high-growth businesses and will play a crucial role in guiding the company’s ambitious expansion plans. Greenhalgh, who played a key role in JD Sports’ rise to the FTSE100, will focus on M&A, investor relations, and expanding international revenues beyond £200m. “LADbible Group has built an incredible brand with a highly engaged global audience of over a billion. I look forward to working with a talented team to help drive global expansion, strengthen financial performance, and seize new opportunities.” said Greenhalgh.

CEO and founder Solly Solomou said: “Neil’s track record in scaling powerhouse brands will be crucial as we continue to embark on our ambitious growth plans at pace. His leadership in business expansion and M&A will help drive our company to new heights. We’re pleased to welcome him to the team.” Greenhalgh joins a number of recent high-profile hires at LADbible Group, including recently appointed Simon Champion, Chief Business Officer, and Victoria Bickle, Managing Director of Client Solutions.

[lennonsalive] 03/3/2025 14:47:04

From Shares Magazine CEO Alexander (Solly) Solomou, David Wilson executive chair and Carol Kane non-executive director of diversified youth publisher LBG Media (LBG:AIM) have all bought shares in the company on 18 February, 17 February and 14 February respectively.Solomou bought 22,209 shares at 112p for a total value of £24,874, Wilson bought 45,192 shares at 110p for a total value of £49,847 and Kane bought 46,844 shares at 107p for a total value of £49,889.Following this purchase, Solomou has a beneficial interest of 87,042,137 shares, representing 41.63% of the issued share capital of the company, with 82,391,080 shares held within Solo Investments Holdings Limited and 4,651,057 shares held in his own name.This move comes after a 21% fall in the company's share price so far this year, the LADbible executives could be capitalising on this share price slump.On 13 February the company announced that the CFO Richard Jarvis was stepping down with immediate effect due to personal reasons.Despite this shock departure, LBG Media reported a positive set of results (on 22 January) with total revenue gaining 22% to £86.2 million for the year ending 30 September

[masurenguy] 24/2/2025 15:20:09

I don't see any problem here and consider that the recent CFO departure is a complete red herring. Their recent 9 months results, published only 4 weeks ago, were ahead of prior forecasted results, with sales up by 22% EBITDA up 16% and net cash up 72%. At the same time they announced that the CFO was taking some time out for personal reasons and then 3 weeks later stated that he had stepped down and left with immediate effect. He was also thanked and wished well by the company which is not the response that would reflect any financial problems or irregularities. In the past 10 days 3 directors have all purchased shares - Kane 46,844 @106.5p (£circa £50k), Wilson 45192 @110p (circa £50k) and Solomou 22,209 @112p (circa £25k) - collectively investing a further £125k.

The shareprice at the time of the results last month was circa 130p, which had doubled over the preceding 9 months. The 25% drift down in the shareprice reflects some sentiment and some profit taking. I cannot see any negative issues that relate to fundamentals.

[cousin jack] 24/2/2025 14:56:14

The explanation was that the CFO had resigned with immediate effect for "personal reasons". Maybe there was more to it than the wording indicates though.

[spwh100] 24/2/2025 14:34:10

Same here Stewpot. Probably sold and bought again

[stewpot3] 24/2/2025 14:23:58

Clearly something amiss that the average punter is unaware of. Sorely tempted to bail out as this illogical price action rarely ends well. Be interesting to hear what the Naked Trader says on Thursday as he likes these, so will wait till then.

[cousin jack] 24/2/2025 11:33:01

Maybe recent weakness not just due to CFO leaving. I can't see any other obvious reason but am reluctant to add to recent buys given the latest drop as I'm maybe missing something here ?

[hopeful holder] 18/2/2025 10:33:05

The reason for only an outside chance is the fact the one Director has a huge controlling share so a takeover can only be done with his blessing, as opposed to mounting a takeover by buying shares on the open market.

[hopeful holder] 18/2/2025 10:31:16

I bought these a while ago before selling at a small profit. I've bought back in again as the optics look quite positive without being over egged.I see a potential for reasonable growth here with an outside chance of this being taken over.

[rimau1] 18/2/2025 07:51:50

More director buys today. CEO 22k@112Good upside at these levels IMO, should be throwing off plenty of FCL this year to reinvest

[masurenguy] 17/2/2025 07:04:23

LBG Media announces that Dave Wilson, Executive Chair, has purchased 45,192 ordinary shares at a price of 110.3p. Following this purchase, Dave Wilson is beneficially interested in 907,759 Shares, representing 0.4% of the issued share capital of the Company.