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Appreciate the feedback on this.
For me this kind of acquisition makes sense - Goalhanger is a growing podcast publisher with a large audience in the UK (I think they currently have three podcasts in the top 10 in the UK) but the company is also early stage enough that you wouldn't have to pay a massive sum to acquire it. You also don't need to pay in cash if you can negotiate an all share purchase (although that would mean some dilution for us existing shareholders).
Obviously this is all hypothetical but it's an interesting discussion nonetheless. As phil mentioned, the more realistic option is that AB would work with Goalhanger on monetisation under the Audioboom umbrella.
Should make good reading!!!
I like Gary L but don’t think this would be of any advantage for AB to go for.
The cash is not dangerously low
Forget it, no way they could afford it, for a company making year-on-year statutory losses the cash is dangerously low as it is.
Not a fan of acquiring a pod cast company without strong audience, else what is the podcast company bringing except that it is owned by Gary Lineker.
BOOM will be acquired by the sharks because of one of two things two things,
1. our proprietary software that helps make podcast distribution and monetisation more efficient.
2. Due to our audience reach
Gary Lineker's podcast brings none of either, it is a start up and there are plenty of podcast by celebrities being started daily. If Gary wants to monetise his podcasts , he can use us as his distributor or create the podcast under the audioboom umbrella, same as all the other celebrities that starts a podcast.
Very interesting proposition Cigam. Goalhanger is a new company with little history on performance. I read in the papers last week that there has been a recent spike in audience figures. According to Lineker. Still it’s something for AB advisers to consider. Not a fan of Lineker though!
I've been thinking about the next steps for AB and thought it would be interesting if they made a move for an emerging podcast group such as Goalhanger. This is the company founded by Gary Linekar which produces The Rest is History, The Rest is Football, etc.
Rather than thinking about AB being acquired, I do think it would be interesting if they were the ones to acquire another publisher, which would then make AB more attractive to a larger player in the market. I do think the company needs more top 10 podcasts and this would be a good way to achieve that.
In terms of the deal itself, it could be an all share purchase or a cash + shares purchase. Food for thought perhaps and I think it would be an interesting strategy for the business.
Podcast market increasing in the UK. Good to see and hope to see AudioBoom capitalising and no reason why they shouldn’t being in the top 5 in the USA.
“Podcast listening in the UK is at an all time high, with over 40% of the population saying they've listened to a podcast in the last month.
That's according to the newly released 2024 UK Podcast Consumer Report from Edison Research - it makes for great reading, even for you non-podcast nerds...go on, have a look.
Even more encouragingly, the 17 million people in the UK who listen to podcasts every week (also an all time high) spend an average of 5hrs and 27mins listening to their favourite shows.
If you've ever spoken to me about podcast listening, there's a very good chance I've talked about the level of engagement podcasts enjoy - it's the not just 5 and a half hours of background listening, it's 5 and a half hours of high quality, incredibly engaged listening...the M&S listening of the audio world.
If you're an advertiser, then that's the best type of listening, right?”
Oh look 👀 another 10k buy
I will leave the competitive behavior to you. Lying King Zak, you are known for dishonesty and spreading untruths. Bearhunt3r did not have an account two years ago, which is ironic. You are the only one making baseless claims about the Bonniers manipulating the stock price, when it has actually been you all along. On behalf of all the fair-minded individuals, we appreciate you and your associates for keeping the price of AB low, while we invested wisely elsewhere. Now, we can transfer our assets from money market funds to undervalued stocks like AB. It is amusing to see you continue to sell us stock at discounted prices, especially after spending the last two years accumulating AB shares lmao hahahaha
Meanwhile, what you miss in your self-righteous glorification is the fact that during that time there have been opportunities for traders to make a lot of money.
You have missed that, haven't you, in your perpetual wning? (Mate)
Yep ur totally right its me and my mates. You've been saying that for 2yrs now. Who's winning? Me or u?
Keep manipulating it lower master trader and watch all the stock disappear like this morning hahaha
It was nt to buy for over 1 hour after the 10k buy, only down due to the manipulation buy your market making buddies lmao
No need. You do it for us all. Thanks....
"here come the buys" its down dude...I can't wait for the day u actually calls this stock right for a change. Can u please start telling everyone its going down please then these might actually start going up. Ur no Warren Buffett are u Bearhunter haha
Here come the buys after rsi cooling
The data from Q2 is old data now. The market is eagerly anticipating the release of the Q3 numbers, which have consistently been impressive.
Market is forward thinking.
I know how they can increase downloads, they can make them all free. The figures would probably go up then.....
Excellent business model, for the simplistic.
What is the business model then if not to increase downloads?
Also 10 business updates between jan and April and Q2 trading is the only next update?
Managing expectations
This is disingenuous. The revenue model doesn’t follow reported downloads. In Q1, March was the lowest reported downloads month but had by far the highest revenues - $6.7m (average for Jan and Feb was $5.1m…)
RSI has now cooled down on the hourly after the jump on Friday. I won’t be surprised if we see larger buys popping up again.
Let’s not pretend that you don’t have an ulterior motive. AB changed their pricing model. Let’s wait for Q2 results.
How they going to increase revenue with less downloads?
What what kid you dummy. It’s obvious to see that there has been this steady decline amongst the top 10 network that I have checked but you conveniently ignored that. Stop acting like a clueless fool