oOh!media Limited (OMLAF) Q2 2026 Earnings Call Transcript

SA Transcripts 161.86K Followers Follow oOh!media Limited ( OMLAF ) Q2 2026 Earnings Call August 16, 2026 7:00 PM EDT Company Participants James Taylor - CEO, MD & Director Chris Roberts - CFO & Joint Company Secretary Conference Call Participants Entcho Raykovski - E&P, Research Division Fraser Mcleish - MST Financial Services Pty Limited, Research Division Presentation Operator Thank you for standing by, and welcome to the oOh!media Limited HY '26 Results Presentation. [Operator Instructions] I would now like to hand the conference over to Mr. James Taylor, Managing Director and CEO. Please go ahead. James Taylor CEO, MD & Director Thank you, and good morning, everyone. Appreciate you joining us for oOh!media's 2026 Half Year Results. It's clearly been a significant period for oOh!, following last week's announcement that we entered into a binding Scheme Implementation Agreement with I Squared Capital, under which shareholders will receive total cash consideration of $1.70 per share, including the $0.02 fully franked interim dividend. The transaction represents a significant outcome for shareholders at a 100% premium to the undisturbed closing price of $0.85 per share on the 28th of April 2026. It's also a strong vote of confidence in oOh!, our market-leading out-of-home network, our people and the opportunities ahead. oOh! has built an impressive portfolio of out-of-home media assets in a structurally growing market. I Squared clearly sees the strength of the business today, the infrastructure-like qualities of our network and the opportunity to create further value from it. There's still a formal process ahead, including shareholder, regulatory and court approvals. Throughout that process, our job remains unchanged, keep executing, keep delivering for our customers and partners and keep improving the performance of the business. I'll start with a short overview of the half, the broader out-of-home market and the operational progress we've made. Chris will then take you through the