I can’t understand some of these posts - we have markets spooked by an unpredictable President and two unpredictable wars systematically uncoupling economies …and we start grizzling when the share price follows the trend.
Most Yanks will not have a clue who NEXN are - they certainly won’t be making us an exception…..we follow trend like every other stock….but there is a lot of dough on the Nas….and a little sleeper stock could very quickly become a talking point!
Listen - we have hit great numbers and that would have gone into many notebooks….The buyback and ridiculous valuation will snowball the share price when the wars are settled. That won’t be long.
Patience my friends. |
“ Clearly you don’t read what I post or simply don’t comprehend”
Your last 3 posts :
1. Oh dear. One minute full on and the next full off. Exhausting…
2. One of the other cheerleaders has gone a bit quiet too…
3. Oh dear, one of the cheerleaders in chief ..
Tractorheads assessment of you:
“ …Rather than pithy not very nice digs at others.”
Seems a good “comprehension” to me 👍 |
 Clearly you don’t read what I post or simply don’t comprehend. I stated earlier my hope that the value gap with peers could be closed through the eventual market recovery. I’m Optimistic but occasionally irritated by much of the ott hype from some. I’ve been saying for some time that the rhetoric from management needs to be reflected in the numbers or it won’t translate into a meaningful share price If the E2E platform is a differentiator and the long list of partnerships are making a difference then Nexxen should be guiding for high teens revenue growth. The reality is that VIDAA was touted as an outstanding opportunity two years ago but doesn’t rate a mention now probably because it hasn’t delivered. Hence my caution regarding all the hype about partnerships. The only one we can be sure of is LG since it provides guaranteed revenue for three years as a result of the court settlement.
All that said, the business has recovered well from the Alphonso debacle and the Ebitda and FCF numbers are very impressive but if management are claiming accelerated gains in market share then 10% revenue growth forecasts don’t stack up when peers are growing at twice that.
So in summary, tend to be optimistic but perspective and context matter.
While I don’t rate the analysts who follow the sector, they do have influence and the reality is that following the Q4 results and the subsequent earnings call they couldn’t bring themselves to increase their target prices for the share. Either they don’t trust Ofer or they find him unconvincing which is a problem for us shareholders |
I can confirm that IR permanently ignore me, even though I havent been able to trade my converted shares in HL while the share price has fallen.
Bit like moving the AGM to Tel Aviv on Xmas eve to make sure no one ever comes.
The only shareholders Ofer and co care about are themselves.
PS I retain a huge holding |
When do we find out how many shares have been bought back since the Nasdaq listing? |
Mutha, what is your point? You come across as a bit of sh1t! Are you invested here? If so, are you optimistic going forward following YE results and move to NASDAQ? If not are you looking to sell?
Are you concerned about the recent share price decline or do you think it is linked to the general market sell off on back of Trump fun & games?
It would be great to have your view on Nexxen. Rathy than pithy not very nice digs at others.
Thanks! |
Not at all
2 things to talk about about recently
1. The nasdaq listing
2. Q2 results
Now theres no point talking about tariffs |
Oh dear. One minute full on and the next full off. Exhausting |
So Trumps ended up doing a bit of a Liz Truss then |
Exactly . I’m on holiday 😆💪🏼 |
Actually I'm doing a Digitalis and getting on with life .... More to it than feeding this BB daily .... And relax ahhhhh .... |
One of the other cheerleaders has gone a bit quiet too. Maybe he’s having a bit of a wobble |
Oh dear, one of the cheerleaders in chief who until recently was extolling the achievements of the company and its management and was dismissive of anyone voicing a criticism, has suddenly collapsed into a state of depression. Maybe need to seek some help.
All investments carry a risk so not suitable for everyone |
Hi Whites
It’s the market . This isn’t Nexxen related at all, some really attractive stocks are down 10-15% today statesid
Robinhood is down 16% Tesla is down 14% Palintr 10% Apple 7% … etc |
And there we go, another 5% chipped off, until tomorrow when we can look forward to....... Another 5% being chipped off, and then onto Wednesday when we can look forward to..... another 5% and so on and so on.
I am fast becoming a cynic and also believe that if Investor Relations actually did there job then the share price would not be being dragged like this daily.
As a shareholder I get totally ignored by them.
How do others fair?
In the past 3 months I have contacted IR Twice (Unusually high amount for me but 1 time was about the Nasdaq listing, so essentially once).
The ignornat gits didnt even respond to my Nasdaq questions.
In the past 3 months has anyone else had course to contact them and did anyone actually get a reply?
I would like to understand just how bad their communication really is.
ir@nexxen.com |
Viant business model is different from Nexn.
Nexn operate a full stack. Viant is a DSP, isn't it?.
Nexn, ex trmr/rthm, has had problems going back years because of it's business model, a questionable business model. |
So Viant for example has declined nearly 50% from its high only a few weeks ago and if we choose $11 as the notional Nasdaq listing price for Nexxen, then Nexxen’s decline is only 23%. The challenge now for Nexxen is to recover at the same rate as Viant. If Viant recovers to its high then Nexxen could hit $18 or nearly £7 old money. I’d take that for now |
The official word on the street is this one will be testing $6 in short order |
These dual listed in 2021 at c$20. The same rampers as now were saying similar, whilst I posted company/sector newsflow and opinion on those, facts.
The shares crashed from dual listing of c$20 to $4, down 75%, on bad company newsflow, as predicted.
Same rampers, John/1gw/Barky/Midas...
I sold these, as trmr, at 844p equ c$22.
Best to trade and not get caught out again. |
Buyback some of the free shares the Directors are going to be getting their snouts into! |
Good opportunity for our buyback to ramp up ! |
Yep
NASDAQs dropped 25% in 3 weeks
The 3 weeks since we listed unfortunately |
Big sell off on NASDAQ. (again). We are getting dragged down? |
Last week wasn't good, as expected...
The usual rampers were saying things would be great once these list solely on Nasdaq.
It's the blind leading the blind gullible.
Read my comments on Trmr, previous name of nexn...
or
rthm another previous name. |
Don't forget that for the next three weeks, US official trading hours will be 1.30 to 8 p.m. UK time as the US put its clocks forward over the weekend so New York will only be four hours behind until Europe moves forward an hour on March 30th. |
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