Nexxen Share Discussion Threads

[muthadrucker] 04/3/2024 16:38

Never heard of a pony and trap show. Dog and Pony show, maybe? Or are you thinking sooty and sweep

[ragos] 04/3/2024 09:55

When I said last week that nothing will happen until after Ofer's usual pony and trap show ,I did not mean it literally! 1 share bought by a bot in 2 hours!


R

[gadgie2] 03/3/2024 17:29

yahoo finance Hmmmmm

Fully integrated single platform less development costs ( Amobee )

Added 113 new actively spending first-time advertiser customers in Q3 2023, and 223 for the nine months ended September 30, 2023, as well as 109 new supply partners in Q3 2023, and 283 for the nine months ended September 30, 2023, while retaining the overwhelming majority of major customers

We also recently shared that we’ve achieved further progress accelerating monetization related to our exclusive global access to VIDAA’s automatic content recognition (“ACR”) data, gained through our investment in VIDAA, a fast-growing CTV operating system and subsidiary of Hisense. While we’ve already been monetizing this ACR dataset in the U.S. for CTV targeting and measurement for some time, in November we also launched the offering in the U.K.,

let's see Wed's enjoy your Sun Eve ...R

[ragos] 03/3/2024 16:37

Income statementCurrency in USD. All numbers in thousands
BreakdownTTM31/12/202231/12/202131/12/2020
Total revenue 343,774 335,250 341,945 211,920
Cost of revenue 61,649 60,745 71,651 59,807
Gross profit 282,125 274,505 270,294 152,113
Operating expenses
Research development 51,493 33,659 18,422 13,260
Selling general and administrative 115,698 103,983 82,345 74,799
Total operating expenses 291,880 223,741 195,579 158,097

(data from yahoo finance)

All those links you have posted Gadgie, must be costing a bomb!

Total expenses gone from 223 m to 291 m while revenue gone from 335 m to 343 m.

We are not making money, we are spending it!
Figures don't lie....

Maybe if we did less partnerships..?
What you think Gadgie?
Its like std, the more partners you have the more fup you are! LOL

Just having some fun at your expense on a glorious Sunday afternoon....

R

[ragos] 03/3/2024 15:23

hxxps://youtu.be/WbuProXpilE

link for Ofer at closing bell ceremony.

Enjoy as the yanks say!

R

[barkbooo] 02/3/2024 18:44

I am not a massive Ofer supporter - but you have to say he could peel an orange in his pocket….the guy has probably achieved the best deal for himself….for future reference - I agree, and not for the first time …with Digi’s take.

The poacher and gamekeeper have struck a deal imo.

[ragos] 01/3/2024 14:49

DbD,
because it costs them less.

R

[death by donut] 01/3/2024 14:10

If it didn't scare them , why did they settle?Just asking from my simple builder bloke pov.DbD

[brimach1] 01/3/2024 13:20

Re my remark in previous post....'The legals will take a while'. Correction.

The RNS states that the Settlement Agreement has actually been executed and marks the start of a strategic partnership between two global leaders in the CTV sphere.

[ragos] 01/3/2024 10:37

Brimach,
LG are muggers. Tremor and alphonso HAD LEGAL agreements before and they broke all of them.
What is to stop them doing it again? The koreans don't really care about courts , it is what makes them more money in the long run.

Waving contracts doesn't scare them. But I still hope/wish you are right.


R

[gadgie2] 01/3/2024 10:12

68.4% of the total issued share capital not in public hands and being held tightly

[gadgie2] 01/3/2024 10:09

I said ages ago the EX Rhythmone guy would sort this out and IMHO he has seen a huge potential for all parties to come together and grow exponentially thus bringing in significant revenue for all ....

Michael Hudes
Executive Vice President, Chief Revenue Officer (CRO)
RhythmOne

We have a stake in Vidaa with Hisense the only co growing year on year !

PeerLogix agreement another game changer

Next week Guy's let's see

Still have a itch regarding Teads

[ragos] 01/3/2024 09:21

Brimach,
LG are muggers. Tremor and alphonso HAD LEGAL agreements before and they broke all of them.
What is to stop them doing it again? The koreans don't really care about courts , it is what makes them more money in the long run.

Waving contracts doesn't scare them. But I still hope/wish you are right.


R

[brimach1] 01/3/2024 09:08

There will be a Strategic Partnership Agreement and there will be a Term Sheet and probably a Security Agreement between the parties. The contracted obligations between LG/Alphonso and Nexxen will be absolutely clear and they will be absolutely binding. Tight as a drum. The legals will take a while and then there’s the technical integration on both of the platforms to make all of this happen.

I see a lot of value coming to Nexxen from this agreement (just read Doc 2 from the court filings to see the sort of money Tremor was paying Alphonso). However, I think we will be into 2Q24 before we see meaningful traction from all of this.

[ragos] 01/3/2024 08:27

Guys,
Can I repeat my mantra again:-
Manipulation or anything else withstanding,

nothing can beat delivering increased revenue, increased profit, increased cash EVERY quarter and beating one's forecast.

Do that and all else falls into place.

Easier said than done, but others do it.
Still don't get that tosca aren't interfering, been known to in the past.


R

[midasx] 01/3/2024 08:25

27.22% of current shares now held as treasury stock, increasing on a daily basis at a significant discount to true market value.

[whites123] 01/3/2024 08:05

I absolutely agree that the strategic partnership is reminiscent of a shotgun wedding :-). However, I hold a different view on the idea of limited earnings from collaborations and the anticipation of the partnership dissolving after three years. In a legal context, would LG likely seek to ensure that damage limitation measures are in place, discouraging partnerships formed solely for compliance. This aspect holds significant potential, possibly reaching hundreds of millions for all involved parties. Persevering through minor disagreements might suggest that a prosperous partnership is on the horizon.

I've long believed there's something positive happening behind the scenes with the suppressed share price (which, incidentally, I don't mind as the buyback enables NEXN to acquire more shares). It seems implausible that the substantial buyback has had no impact on the stock price. The partnership with Alphonso / LG, although currently assigned no value, is undeniably valuable. The current situation appears manipulated, regardless of the willingness of the involved parties, the true worth of this collaboration has not been fully acknowledged.

[wheeze] 01/3/2024 07:33

Tapa7, good post. I agree it is time to shake things up, we've been waiting long enough

[tapa7] 29/2/2024 22:47

we are so cheap the street has us at a fwd PE of 6.5 in 2025 and that's without buybacks. The potential here is enormous. Lynch would love our PEG.

Dec 2023
EPS / Growth / PE
0.44 -63.75% 11.72
Dec 2024
0.58 33.33% 8.79
Dec 2025
0.79 36.21% 6.46

[tapa7] 29/2/2024 22:40

amt - Great question and I would say it is because Magnite trades solely in the US and is extremely well known in the US as the largest independent sell side service + they've already had earnings

Best thing Nexxen can do for investors is get the hell out of the dead LSE and go all in US, after all they're a business that makes the vast majority of their revenue in the US they don't need dual listing - and I don't think anyone would disagree.

And whilst they're at it, they should also change the headquarters to silicon valley.

Had they done this before it would have added a ton more value than any buyback scheme they've done so far.

[digitalis] 29/2/2024 17:30

Trust issues amt?……….Ofer has some relations to build back up…….US remembers his underwhelming Nasdaq screwing of their funds…..then going on to blow the lot by courting overpriced struggling co.s
Next week could be the start of the book building