The joke’s on someone at Australia’s biggest billboards company, oOh!media.Public markets investors can’t wait to sell it for $1.04 billion or 7.5-times EBITDA (historical or forecast, they’re both about the same), viewing this as a highly cyclical advertising business at the forefront of the rates/consumer sentiment/economic cycle that is only as good as Australians’ ability to keep spending and is up against the big structural shift to digital media.Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Fetching latest articles
$1b billboard bet stretches infrastructure definition to the max
Is oOh!media a gamble on cyclical advertising or bulletproof infrastructure play? Private equity just spent $1 billion to find out.
oOh!media valued at $1.04B (7.5x EBITDA) amid concerns over cyclical ad spending and digital media disruption. Signals structural advertising market shift from traditional to digital, forcing teams to reconsider media infrastructure investments amid budget pressures.








