Nexxen Share Discussion Threads

[sikhthetech] 24/11/2024 14:26

Ragos,

"Given Ofer's record, I am going to bet all being declared after delist and not a murmur before."

Absolutely, I think they have planned it so that they will announce the fy 2024 results and TU after they delist from AIM and solely list on Nasdaq.

Just like when they dual listed as Trmr and the share price crashed after due to the reasons I was warning about.

They are already dual listed, so US investors would already be aware of them. They dual listed in 2021 and soon after the share price crashed, as predicted.

Question is will they also have a placing, as they did when they dual listed?
Will it be deeply discounted?

Best to trade and not get caught out, like the blnx gang have done with the previous company names... Blnx then Rthm, Tap then Trmr and now Nexn.



As I warned of the rush by trmr to dual list...I was ridiculed for stating the company/sector newsflow...

I traded Trmr, whilst maintaining the negative stance. Sold at 844p, whilst the rampers continued to ramp them with $30 targets!!!




sikhthetech - 06 Jun 2021 - 18:14:49 - 8629 of 13080 Tremor :

Alphonso court case/US Listing...

The need for a US listing became urgent around March time... The Alphonso court case filing was mid-May.
Therefore, they would have known many weeks ago, maybe March, of the dispute with Alphonso. Companies try and resolve the differences before taking court action.

So I think once the dispute with Alphonso was known they felt the need to US list (with the placing) asap. I think because the process to list was the reason behind the early Q1 TU (10 days before Q1 end).


On 10th March, they published the fy account, without firm mention of US listing, they simply said:
"The Company continues to explore, from time to time, the possibility of transactions in the capital markets, including the potential for a dual-listing of shares in the United States. No assurance can be made that any such transaction will be completed in the near term or at all."


Yet ONLY 6 days later on 16th March , they published their draft registration for a US listing:


That tells me there was a sudden need to list with days of the fy results being published, timing which coincides with the alphonso dispute.

[gadgie2] 24/11/2024 13:19

Which OEMs will the trade desk partner with ?

Samsung have their own
LG have their own
Hisense world number 2 have Vidaa
Roku have their own

Sky and Virgin now streamed no dishes


The Trade Desk will partner with smart TV original equipment manufacturers (OEMs) and other streaming TV aggregators to deploy Ventura in early 2025.

Queries mount as The Trade Desk takes an unprecedented step into TV’s adland

[john09] 23/11/2024 16:19

There will be a trading ahead off cycle TS

You can forget about any semblance of keeping “the U.K. onside” this is a nasdaq share now they’ve no interest in you lot

[john09] 22/11/2024 19:36

I wouldnt be holding this if it wasnt for the de-listing put it that way

So pratthetech can prattle on about whatever he wants im invested in a special situation here I couldn’t give a dam about anything else

[john09] 22/11/2024 19:34

Next year will be crypto and ai ………;

[john09] 22/11/2024 19:32

My view is similar except i have us at £4.70 by Xmas and maybe £6.84 in February

positively There’s a bowl forming on the ADRs which wouyld take us to 23 USD which is £9 equivalent and then with bowls they overshoot very quickly the prior level and thats why i have us at £12

You have to start thinking US market and US process only now the aim listing is outgoing and a lame duck so the investors will be looking at its prior US price action

If im an American trader now im thinking oh look theres this interesting full stack ad tech firm that fox has a stake in which hit 23 usd before but has been hampered by this stupid pink sheet uk listing which is being removed . I therefore thin stateside this will be going back to 23 then overshooting as i said

[muthadrucker] 22/11/2024 19:29

Still think they should be buying some crypto with the spare cash. Next year will be a crypto bonanza

[muthadrucker] 22/11/2024 19:06

Sequence of events

AGM approval for full Nasdaq listing combined with Santa Claus rally on the Nasdaq takes us to £5 by Christmas. TU early in the new year confirming 20% yoy growth for q4 together with strong q1 guidance takes us to £6 ahead of the listing and £8 post listing (end Feb). But still time to be taken out ahead of the listing

[john09] 22/11/2024 18:33

£4 stateside

[hammers8] 22/11/2024 17:42

Ha ha ha ha 14 years…..how long you been sinking in TLY??? BTW you previously told this board you never short.

[john09] 22/11/2024 17:33

Reminder

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 ?

One week price rise + 100 pence per share

Good weekend

[sikhthetech] 22/11/2024 16:44

Gadgie,

Best follow the actual newsflow, otherwise you'll only get caught out like you and your mates have been for the last 14years....

Previous names and share price they reached, blnx ~£24, rthm ~590p, trmr ~870p...


Look at Ftse 100 companies like HBs I've commented on...where the company/sector, economic/political newsflow has been as I predicted.



TW, increased my short at 168p just 2 months ago, now around 129p!!

[john09] 22/11/2024 16:22

Reminder

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 ?

One week price rise + 100 pence per share

Good weekend

[john09] 22/11/2024 16:21

Is he back looool

[gadgie2] 22/11/2024 16:17

sikhthetech off you go TLY ....tata bye de bye muppet

[john09] 22/11/2024 16:16

ADRs have turned blue

[john09] 22/11/2024 16:10

Quiet stateside on the adr but then that could change after around 5.5pm U.K. seems to be a trend

[sikhthetech] 22/11/2024 16:10

Brimach

TTD has been hugely successful for many years whilst NEXN has stood still despite over
$1bln of acquisitions because they haven't followed Nexn's lead.

Really? The fact Nexn, previously called Trmr, Rthm, Tap/Blnx, have struggled whilst TTD has grown significantly says it all.

Ad tech companies have partnered with each other for years. That's how the ecosystem works and has always worked. They are there to make money from whoever can provide the supply/demand side.


It's always ramp on the metric which will appear the best to pull the wool over PI's eyes..


It was SFOR will buy them, when their share price was rising. Google/TTD, anything and everything all the way down from Blnx at around 2400p (yes around 2400p) only a decade ago. Whatever will help the ramp.

[john09] 22/11/2024 15:48

Erm yeah everyone who know what they are doing is ?

——

tsmith222 Nov '24 - 15:30 - 2808 of 2808
0 0 0
someone mopping up stock?

[tsmith2] 22/11/2024 15:30

someone mopping up stock?

[muthadrucker] 22/11/2024 15:24

Missing my insights? Just relieved that management are starting to make the moves which are helping to close the valuation gap. Namely the Nasdaq listing. Also delighted to see Viant stretching its valuation. It’s hardly justified but it means Nexxen can also move much higher.
All that said, Q4 needs to deliver 20% yoy growth which should be achievable and critically FY25 guidance needs to increase to 400m+.
Still hoping we get taken out for £6+ before the shine wares off