Nexxen Share Discussion Threads

[amt] 21/11/2024 10:08

Barky Brough Shroeders
Hughes ?
Not sure what you are writing about?

[ragos] 21/11/2024 09:49

Barky,
Thanks for the kind words, but you don't need to come to my rescue......
Been there, got the t_shirt as they say! Does not bother me at all.
They are welcome to their views on a pbb!

But thanks again.

R

[barkbooo] 21/11/2024 09:25

AMT - Brough and Hughes are best mates…..work out the price activity in recent years…all will change now!

[gadgie2] 21/11/2024 09:23

Top man and yes Ragos diamond geezer

[whites123] 21/11/2024 09:22

Ragos has been here many years much like many of us.
Im still sitting on a loss amounting to close to £100k
But it does become tedious when people cannot accept responsibility for their own actions and feel the need to repeat constantly at what point they are "Off"

Much better to just go and then in time if anyone was really interested they could ask the question... "Is ragos still here"? :-)

I don't mean any form of disrespect but truth be told I am more interested in facts and prospects of Nexxen than knowing a long term holder here is off at £4.00.

[barkbooo] 21/11/2024 09:14

I don’t necessarily agree with everything Ragos says - but he is a good guy that I greatly respect.

For those that are not aware - he is probably a little older than some on here which adds to his investment strategy…be kind.

Ragos, in the words of Gadgie - “one love” and all the best.

[amt] 21/11/2024 08:27

Once Shroeders are out it should go through the roof

[sphere25] 21/11/2024 08:22

Blooming hek, the market has already mopped up at least 5% of the shares on offer in the market with Schroders going from 9.98% to 4.41%. On the company page it showed them having 10% on November 8th so that is just over 5.5% gone in no time when it can take months to sell alot less.

Encouraging early demand.

All imo
DYOR

[gripfit] 21/11/2024 07:59

Good shout John 09…. Got any more of these gems?

[ragos] 21/11/2024 07:43

Wheeze,
You may be right.
Schroders have posted a large reduction from ~10% to ~5%.
We shall see.

Gadgie,
I am dyed in the wool old thick engineer who does no believe thing explode so dramatically without good reason.

This time round I won't be hanging around and will soon be out of your way.

R

[wheeze] 21/11/2024 07:31

Ragos, I strongly believe there was significant short activity off the radar. Two factors may have lead to these actors closing their positions- the declared intention to leave the Aim market and the other being the speculative signs that Ofer was contemplating a sale. I cannot think of another reason for the volume increasing the way it has. Hopefully if there are open shorts they will struggle to close unless colluding large players sell down ?

[gadgie2] 21/11/2024 07:28

Ragos do you actually want your investment back beggars belief let go man !

[ragos] 21/11/2024 07:19

we are past LMartin's 9.5$ target.
Not a single share bought back.

Yanks could always have bought.

S what's changed.

Answers on a postcard.


R

[barkbooo] 21/11/2024 07:16

Forget the money - Sikhthetech’s pain is priceless!

[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