Nexxen Share Discussion Threads

[amt] 21/11/2024 01:39

Silky even if Trade Desk don't take Nexxen over, it's a fabulous partnership with a 60 billion USD company and the revenues from that are only just kicking in.
I know you thought the business had the wrong model as some others did. However it continued generating great cashflow. Its very very cheap and growing strongly. I reckon £12 equivalent by end of next year. A far cry from your £1 rather loopy target.

[john09] 20/11/2024 23:59

£3.91 equivalent stateside after hours 👍

[john09] 20/11/2024 23:12

So its not lost in the tripe
———;
I have us in an ex cash PE of 8 now.

Average Nasdaq PE is 35 . That would put us at $41 or £16

Is the penny dropping yet ?

Price rise since Thursday + 85 pence per share 🙌🤪💸

[sikhthetech] 20/11/2024 23:11

Ad tech companies normally partner with each other. That's how ad tech ecosystem has always worked.

It doesn't mean they will take over a partner. Ad tech companies like Rocket Fuel, Sizmek went into bankruptcy despite being partners with other ad tech companies.

Some are trying to pull the wool over gullible reader's eyes...


sikhthetech - 20 Aug 2021 - 08:12:43 - 12052 of 22584
northwards

"net cash rose to 314m dollars at end July, from 275m end June."

As you know, they had a deeply discounted placing in July which raised $147.5m gross
.
Why did a supposedly hot company in a hot sector need a deeply discounted placing?


Inventory Payments:
As you know, the way inventory payments work, ad tech companies need huge amounts of cash just to keep going. The Trade Desk raised $200m, MediaMath $600m.

This was highlighted when Sizmek filed for Chapter 11. They too offered CTV.

Plus, the impact of losing Alphonso, data provider, court case isn't yet known. In the meantime, they will still need to pay their suppliers.


The ad tech model works by DSPs/SSPs, partnering with each other. It is usually the case that the company would pay their 'supplier' (other ad tech companies) around 60 days but receive their cut from 'customers' (other ad tech companies) around 90 days. That gap("inventory payments") has to be covered from their own cash or they setup credit facilities.

[john09] 20/11/2024 23:07

So its not lost in the tripe
———;
I have us in an ex cash PE of 8 now.

Average Nasdaq PE is 35 . That would put us at $41 or £16

Is the penny dropping yet ?

Price rise since Thursday + 85 pence per share 🙌🤪💸

[sikhthetech] 20/11/2024 23:05

amt

"I expect Trade desk will take them out once they are on Nasdaq."

Oh dear, just like all those previous suggestions that the big companies will buy them.... but never did. You were holding on when they, as Trmr, were at 850p, so not suprising, is it? Then disappeared.


If TTD wanted to buy Nexn then they would have done so by now.

The fact they haven't in a decade says it all.

[john09] 20/11/2024 23:04

Price rise since Thursday + 85 pence per share 🙌🤪💸

[john09] 20/11/2024 23:00

So its not lost in the tripe
———;
I have us in an ex cash PE of 8 now.

Average Nasdaq PE is 35 . That would put us at $41 or £16

Is the penny dropping yet ?

[sikhthetech] 20/11/2024 23:00

John09 is posting misleading information.

He refuses to tell readers the business model of companies he is comparing to.

Completely different business models.

[john09] 20/11/2024 23:00

Exactly

They can have us for 41 usd if they buy us before around June / July i reckon

US TECH SHARES GOING TO GO BALISTIC WITH TRUMP IN

[amt] 20/11/2024 22:58

I expect Trade desk will take them out once they are on Nasdaq. I wonder if the recent partnership was the start.
Trade Desk valued at 60 billion plus so a couple of billion wouldn't be much of a stretch.

[john09] 20/11/2024 22:57

So its not lost in the tripe
———;
I have us in an ex cash PE of 8 now.

Average Nasdaq PE is 35 . That would put us at $41 or £16

Is the penny dropping yet ?

[sikhthetech] 20/11/2024 22:52

So you won't answer the simple question about business models.


No discussion on the merits of the business but just ramp it so that gullible PIs buy in.

Says it all, doesn't it?

Blind leading the blind, hoping blind gullible PIs buy in.


Best to trade and not get caught out.

[john09] 20/11/2024 22:48

Sikh

Filtered

[john09] 20/11/2024 22:46

What are you talking about


Which companies use the same model as Nexn? The full stack. WHO CARES

You can't compare Nexn with TTD, for reasons I've explained many times. I AM NOT

Trmr(nexn) also surged when during Dual listing. Brokers targets of $30..WHO CARES

What happened? Investors cottoned on and sold. Even Tosca.WHO CARES

[sikhthetech] 20/11/2024 22:44

John09,

Which companies use the same model as Nexn? The full stack.

You can't compare Nexn with TTD, for reasons I've explained many times.

Trmr(nexn) also surged when during Dual listing. Brokers targets of $30..

What happened? Investors cottoned on and sold. Even Tosca.

[john09] 20/11/2024 22:43

The stock is up from 290p on Thursday to 375p on Wednesday

Its just the start I expect 30 usd or £12 based on my experience of Eros, Gan and helpfully SLN that you idiotically shared lol

Also tech shares in the us are about to go ballistic.

As you would say it’s new flow / market lol

[john09] 20/11/2024 22:38

Sikh

You’re still missing the point

This is being delisted from aim where the rating is 8 and listed on the nasdaq where the average rating is 35. It’s the listing and the delisting that causes the rise . Not the fact that Americans have always been able to buy the shares. I’ve always been able to buy shares on the nasdaq . I’ve always been able to buy any share in the world thru my broker. It’s not an access to shares point

That’s why the stocks gone vertical . The people who have bought the 2m shares understand you don’t. Investing isn’t for everyone .

Do you need more help?


——


sikhthetech20 Nov '24 - 21:30 - 2713 of 2720

John

"Average Nasdaq PE is 35 . That would put us at $41 or £16"

That's misleading isn't it?

These have been dual listed, as trmr, for years.

[sikhthetech] 20/11/2024 22:17

Read the Trmr(Nexn previous name) thread...
read my opinions BASED on FACTS, company/sector newsflow.

The shares crashed shortly after they IPO'ed in 2021.


I predicted there would be a profit warning and was ridiculed. The company issued a profit warning shortly afterwards.


Full stack model which the other ad tech companies won't use.

Alphonso court case.
Tosca Selling
Huge options to CEO
The huge broker targets that the company never reached!!!
discounted placing - odd for a company in a hot sector!

[hammers8] 20/11/2024 22:11

Stop bleating Sihk….. you’re embarrassing yourself

[amt] 20/11/2024 22:10

Time to close your short Silky

[sikhthetech] 20/11/2024 22:00

This is being pumped/dumped by the blnx gang with their multiple ids.

Don't take my word for it, check out HVO. They pumped that and now it's being dumped. The gang moving to Nexn, ex-blnx, as they were holding blnx at £24.

Best to trade. I ignored the gang and sold out (when they were called Trmr) at 844p in 2021, whilst the gang were still pumping them...



sikhthetech - 20 May 2024 - 13:30:47 - 7314 of 8678 hVIVO plc - HVO
Chica

"You need a constant flow of solid news."

There was constant news and tips when they were being talked up.
The Chairman dumped majority of his holding over 3 months ago. Since then hardly anything.

Yet again, Nexn(ex Blnx/rthm/trmr) BB busy and HVO quiet.

Check it for yourselves.

The blnx pump and dump gang busy elsewhere for now with their web of lies and deceit.
;-)

[amt] 20/11/2024 21:51

So was after hours 9.90 or 3.92 in uk money
Perhaps go through 4 quid tomorrow?

[amt] 20/11/2024 21:42

Silky The future is looking very good. Admit you got it wrong and take a fresh look. I think you owe the Directors an apology.