Added to YB: 2026-06-10
Pitch date: 2026-06-07
OML.AX [bullish]
oOh!media Limited
+1.1%
current return
Author Info
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Company Info
oOh!media Limited engages in the outdoor media, and production and advertising businesses in Australia and New Zealand.
Market Cap
AUD 610.1M
Pitch Price
AUD 1.36
Price Target
1.50 (+9%)
Dividend
4.98%
EV/EBITDA
5.25
P/E
39.75
EV/Sales
2.40
Sector
Media
Category
special_situation
oOh!media: a special situation that cools down... but doesn't break down
OML.AX: OOH ad leader in AUS/NZ. ISQ withdrew, leaving PEP (A$19B AUM) as likely buyer after board rejected PEP A$1.40 & ISQ A$1.45 bids. PEP added founder Cook to team, signaling serious intent; deal ~A$1.50 plausible. Standalone SOTP A$1.54 (26E)/A$1.90 (27E). Risk: PEP exit drops stock to A$1.00-1.10. CY25 rev A$691M, EBITDA A$139M, 0.8x gearing. M&A optionality + undervalued standalone.
Read full article (6 min)