Insider heard the following comments from people who attended the April 18-20, 2016 TAB/OAAA Out of Home Media Conference and Expo.

• “One of the best shows in 25 years.  High energy.  Great speakers.”

• “Rumors at the show that someone is preparing to make a big Clear Channel bid.”  Insider thinks this must be Lamar because they have the debt capacity to make a large bid.

• “Rod Rackley (a former Circle Graphics employee) is involved with a startup company which wants to become the Circle Graphics of the digital sign business by making a big price-driven push into the business.”  The company is Anthem Displays.

• “The shows used to be a battle between Outfront and Clear Channel.  Lamar had the hayseed guys from small markets.  That has changed.  Lamar has gotten younger and hip.  They’ve become leaders.”  Insider notes that the stock market agrees with this analysis.  Lamar had a market capitalization of $6 billion as of yesterday versus $3 billion for Outfront and $2 billion for Clear Channel.

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