Darth Stock

Long-term investor #BOOM. Some current positions in #Audioboom and $XRP. As always do your own research - I don't always get it right!!!

[Darth Stock @DarthStock]

@BreakoutCV #boom please bud.

[Darth Stock @DarthStock]

@Jam4u_75 @EddieMorraNZT @stuartlast

[Darth Stock @DarthStock]

@EddieMorraNZT @Jam4u_75 @stuartlast Personal take: #BOOM has meaningful long‑term upside if it continues to grow organically. Fair value for a cash offer feels closer to £20+ after negotiation, tho I’d be ok with £12–15 if it completes within 3–6 months

[Darth Stock @DarthStock]

Really looking forward to @stuartlast and the team @Audioboom proving all the naysayers wrong!!! I for one am extremely excited for what the near term holds for #BOOM and its shareholders.

[Share_Talk ™ @Share_Talk]

As a long suffering shareholder it is fair that I should state that #BOOM’s comms remain sub par, and that anyone, even Apple, Spotify or the Archangel Gabriel is not going to be paying much more than the recent range highs of 800p, as that would be more than the company is worth. Sorry, hurts me more than it hurts you. @ZaksTradersCafe

[Darth Stock @DarthStock]

#Boom #Audioboom

[Trader_007 @Trader__007]

BOOM very obvious they wanted these stunning Q1 results out before asking for offers from potential bidders.
Suspect things now move fast & we see bids coming in.
Who the hell is selling shares this morning 🤯

[Darth Stock @DarthStock]

#Audioboom's share price on 2/10/25 was around £5.40. Even without potential bids on the table, given progress made, SP should be £8+.
@stuartlast & team have done a fantastic job, & IMHO there’s no way they’d still be in discussions if indicative pricing on any bid wasn’t £10+.

[Stuart Last @stuartlast]

A flying start to 2026 for @Audioboom

- Q1 Revenue: $22.5m (up 30%)
- Q1 Gross Profit: $4.8m (up 41%)
- Q1 EBITDA: $1.4m (up 118%)

So what's driving revenue...

[Jam4U @Jam4u_75]

#BOOM Smashed Q1 this year, like proper.
https://t.co/f5WcCfZZOa

"2026 is off to a flying start for Audioboom with new major podcast signings, the launch of commercial partnerships in video, and excellent financial performance by all metrics”

[Richard @RichSeal_]

#BOOM - excellent Q1 update. Strategic review, still ongoing. Several interested parties in negotiation/considering a purchase of the company .. CASH OFFER - holding on tight ! 💰 @Audioboom

[Darth Stock @DarthStock]

#BOOM #Audioboom - Groks take:

‘The combination is classic “strong trading + active sale process”’ 🫡

### Quick summary of the two RNSs

- Q1 Trading Update (strong operational momentum): Record Q1 with revenue up 30% YoY to US$22.5m, gross profit +41% to US$4.8m (margin 21.3%), and adjusted EBITDA +118% to US$1.4m (margin 6.2%). Monthly distribution hit 170m downloads/views (+79% YoY) thanks to the Adelicious acquisition, new big signings (Crooked Media, RedHanded, Hear Me Out, etc.), and video growth. Cash rose to US$5.5m (with US$3.4m overdraft headroom). CEO Stuart Last highlighted scalability, high operational gearing, and new video monetisation partnerships with Spotify and Apple. Outlook is explicitly positive: “2026 is off to a flying start” with record inventory and commercial upside.

- Update on Strategic Review (now in advanced talks): The review (launched October 2025) is still live and includes a possible full sale. The company and its advisers (J. Goodwin & Co and Rockefeller Capital) have engaged multiple parties (global media organisations, US/European peer podcast companies, and media-focused private equity). Several have signed NDAs/standstills, received management presentations, and entered a data room for due diligence. Critically, Audioboom is “in discussions with a small number of parties who are considering making a cash offer for the Company’s entire issued and to be issued share capital”. Preliminary proposals already received were at a premium to the 2 October 2025 closing price (540p). The board aims to conclude the review in the current quarter (by 30 June 2026). Standard “no certainty” language applies, but the tone and progress are clearly advanced.

The combination is classic “strong trading + active sale process” — the Q1 numbers de-risk the business and give bidders confidence, while the strategic RNS confirms serious cash-offer interest is already on the table.

[Darth Stock @DarthStock]

Extremely happy with the RNS’s from #BOOM #Audioboom today. Time to sit back and wait for an outcome.

As at the date of this announcement, the Company is in discussions with a small number of parties who are considering making a cash offer for the Company's entire issued and to be issued share capital under the Code.

[Eddie M @EddieMorraNZT]

#AUDIOBOOM #Boom

Dowgates buying again in large quantities.

I anticipate forthcoming developments—potentially a buyout or strategic initiative—which I believe could have a material impact on AB’s forward outlook.

News should drop soon.

[Jam4U @Jam4u_75]

#BOOM Looking leaky? Next week - the following all due:

- Annual Results
- Q1, 2026 Trading Update
- 2026 Forecasted Revs due
- Strategic Review Outcomes to be published

This shoud be well over £10, infact I think nearer £20. Above will validate!

[Darth Stock @DarthStock]

#BOOM #Audioboom ??? 👀

[Darth Stock @DarthStock]

#Audioboom Crooked Media deal: 14M monthly downloads could add ~$12M to 2026 revenue at $71 RPM—conservative estimate! Election cycles may boost RPM to $80+ for premium political pods. ~$50M EV uplift potential at 4-5x multiple. Big win! #BOOM 📈🎙️

[Stuart Last @stuartlast]

Crooked Media is THE leader in political podcasting with agenda setting shows like Pod Save America and Pod Save the UK.

Today they join Audioboom - we will support work with distribution, ad tech, marketing and network sales.

https://t.co/bneCU3RHCA

[Darth Stock @DarthStock]

#Audioboom CEO @stuartlast's thread on today's trading update: Record $80.1M rev (+10%), $5.1M EBITDA (+54%). Showcase up 31% to $30.4M, boosted by Adelicious (+50% rev post-acq). #1 video pod network; 2026 to close monetization gap via Spotify. "Inflection point" ahead—started well! #BOOM

[Stuart Last @stuartlast]

Today @Audioboom released our 2025 Trading Update - it was another strong year of growth with record financial performance and some transformative operational achievements.

Let's start with the numbers...

[Share_Talk ™ @Share_Talk]

@Audioboom reported a strong trading update for 2025 📈 #BOOM EBITDA climbing 54% to roughly $5.1 million, ahead of market expectations.

🔸2025 revenue of US$80.4 million, up 10% on 2024 (US$73.4 million)
🔸Total gross profit of approximately US$17.0 million, up 18% on 2024 (US$14.4 million)
🔸Record quarterly revenue of approximately US$24.9 million and record quarterly adjusted EBITDA profit of approximately US$2.2 million in Q4, reflecting a 9% adjusted EBITDA margin
🔸Q4 average monthly distribution of 150 million downloads and video views, up 66% on Q4 2024 (91 million views)

@stuartlast , CEO of Audioboom, commented: “2025 marked an inflection point in Audioboom’s transition from a podcast network to a scaled audio and video platform. The accretive acquisition of Adelicious in July created instant scale in the UK market and highlights the growth opportunity that exists through disciplined M&A. The additional inventory from the Adelicious network fuelled Showcase, supporting its continued expansion and record revenue contribution.

Video growth was also key to this transition, as we developed a market-leading position with 13 of the top 100 Youtube video podcasts in the Audioboom Creator Network.  Podscribe’s ranker recognised us as the number 1 network for video, and our new commercial partnership with Spotify will support our 2026 focus on enhancing our video revenue engine. It will bring new advertising options as well as direct revenue from subscriptions – this will be a step forward in ensuring we maximise value for our video creators.

Our financial performance in 2025 was very pleasing, with record revenue and adjusted EBITDA ahead of market expectations for the year. Our gross profit grew at double the pace of revenue, reflecting our continued focus on developing higher-quality revenue. Our increased gross margin combined with our stable operating costs to deliver 54% annual adjusted EBITDA growth – in Q4 our EBITDA margin hit 9%, highlighting the gearing effect of our business model as we drive revenue forward.

I am excited about 2026. We will have record inventory levels, new international opportunities, and a continued focus on growing our platform model. I would like to express my appreciation to the Audioboom team and to thank shareholders for their continued support and belief in the future of the Company.”
https://t.co/7h9jLAzuql via @Share_Talk

[Darth Stock @DarthStock]

#BOOM #Audioboom - Nice to see the confidence from Dowgate!! Buying continues:

[Darth Stock @DarthStock]

#BOOM #Audioboom - 2026 is setup to be amazing for all stakeholders

[Stuart Last @stuartlast]

In 2025 Audioboom became the biggest video podcast network in the world

In 2026 we’ll generate more $$$ for video creators - our new partnership with Spotify kicks that off

https://t.co/LCeCcxC85m

[Stuart Last @stuartlast]

This is the best analysis I’ve seen of the business we’re building at Audioboom. Bring on 2026!

[Cockney Rebel @RebelHQ]

#BOOM, cup and handle and a big bowl, trying to break out to a new high

Bid news imminent?