Nexxen Share Discussion Threads

[wheeze] 03/4/2024 17:28

Conversation seems to have died on this board - even gadgie has been silent. No comment on Tosca downsizing? I find it strange the price has not collapsed with such a large scale sell off ? Anyone else think some short positions are being vacated? I expect a strong move upwards commencing next week. You heard it here first

[tsmith2] 03/4/2024 10:50

does it finally crack resistance?

[wheeze] 02/4/2024 07:35

Hope you have had a good Easter one and sll. Just noticed that Tosca has reduced their holding. Explains why the price did not move despite the buyback

[jeffblume] 02/4/2024 02:13

Funny at the rate VIDDA is growing, NEXN 25 million dollar investment may be worth more than all of NEXN someday.

[gadgie2] 01/4/2024 09:42

Over the last year, the average time spent streaming on VIDAA Smart TVs globally has grown by 84%. That is almost double in just one year! As you can see on the graph, there was a slight bump in the beginning of 2023, which is usually a trend we can see in Q1 every year, but from then on … just up and up! Streaming is becoming mainstream in all markets of the world. Let me reiterate that again. 84% growth in one year on average. Including 180 markets across the globe, not just the developed world. So, if you’re a content provider that has not yet transitioned to streaming – start now! If you’re an advertiser that is not yet investing heavily in advertising in streaming or on Smart TVs – start now! If you’re a factory or brand that does not yet have a licensed OS where customers are able to use streaming services more easily, faster, and more securely – start now! We can and will help you with any of that, just ping us.

[jeffblume] 31/3/2024 16:20

THIS IS WHY NEXN should rapidly increase revenues logically. However we have been teased with these type of positive catalyst in the past only met with disappointment so time will tell

United States elections and other worldwide elections advertising budgets are huge

Settlement with LG becoming a partner should increase revenues immediately

VIDDA RAPIDLY GROWING CONNECTED TO TVS with NEXN BEING AN EXCLUSIVE PARTNER WITH VDDA

Completion of buyback with $50 million more if approved on May 1 was just just next month.

Conservative guidance

Amobee completely integrated with new sales teams ready to ramp up.

Extremely low float with a very strong balance sheet and high projected EBIDA

LET’S HELP FINALLY WE DON’T GET DISAPPOINTED AGAIN AND THESE CATALYST PAYOFF. THE STOCK COULD MOVE QUICKLY UP.

[ragos] 30/3/2024 15:01

From Market watch

COMPETITORS
NAME CHG % MARKET CAP
Samsung Electronics Co. Ltd. 1.98% ₩537.66T
Samsung Electronics Co. Ltd. Pfd1.19% ₩537.66T
Comcast Corp. Cl A 0.65% $172.18B
Roku Inc. Cl A -0.63% $9.35B
Magnite Inc. 3.56% $1.5B
PubMatic Inc. 1.98% $1.19B
Viant Technology Inc. 4.31% $669.75M

we are tail end charlie....

Always jam tomorrow...and tomorrow never comes!

R

[brimach1] 29/3/2024 18:14

Some light listening for the Easter break....

hxxps://edge.media-server.com/mmc/p/93my32xz/

[gadgie2] 29/3/2024 14:06

38 days after breaking 26 million connected devices on our platform, VIDAA has reached a new million turning point. We are now on track to have 30 million connected devices on our network by summer. Side note. Since the operating system started shipping almost 10 years ago, we've connected more than 40 million unique devices to our cloud system, which shows we're a reliable partner with a great track record. Come join the VIDAA family!

[tractorhead] 29/3/2024 08:30

Thanks Barkbooo. Hope your "gut feeling" is right!

Happy Easter Nexxen LTHs.

[barkbooo] 29/3/2024 08:20

Tractor - my opinion fwiw… is Tosca stinks, but the share price will move in the right direction from now on.

That is not financial advice, and please don’t take it as such - just based on nearly 16 years with this stock and a gut feeling the end game is getting closer.

I’ve always advertised myself as a thicko - and for a very good reason! lol

[tractorhead] 29/3/2024 07:43

Barkboo/seethetech, do you guys think that the because Tosca has maintained their exposure to NEXXEN through derivatives... it is a sign that they expect the price to move up in the nearer future? Isn't there a cost to holding derivatives?

Thanks for your thoughts.

[barkbooo] 29/3/2024 06:57

Yes sounds rather good lol - I do have a couple of scaffolder friends that have crossed paths on the media circuit in the past. Mr Sorrell knows everyone in the world plus their friends.

My opinion is - he is a very hard man to get along or work with…two wives and a number of close past employees have regularly confirmed this….his son at Sucks has been handy and the embarrassing accounting at S4 is also interesting. (Same accountants still there I believe)

You could add to that I suppose - he has a great track record of paying himself a great deal more than investors would like, upsetting other management and at fast approaching 80….there̵7;s still no sign of the aggression abating.

Recovery?? Fill your boots!

Btw - the tic-tac is 40% in one session.

[seekthetech] 28/3/2024 17:34

Up 40pc in 2 days. Highly operational geared recovery play. £1bn turnover. Debt under control. A lot of the big boys have it on their radar and there’s a short squeeze on. The fact that Tosca kept their exposure broadly to tremor through derivatives simply freed up capital for s4 while increasing weighting to the sector.

[barkbooo] 28/3/2024 17:12

Seek - “I bet they have rotated into s4” good luck there.

[ragos] 28/3/2024 16:46

See you after Easter! Have some nice chocolate!

R

[seekthetech] 28/3/2024 16:42

I bet they have rotated into s4

[tsmith2] 28/3/2024 16:23

at least that explains the recent weakness. hopefully, just some trimming back of the position

[ragos] 28/3/2024 15:12

Equates to 3.12M.
Would appear to be the few large trades we saw.
Wonder who will report buying them. mitaq or schroder?


R

[midasx] 28/3/2024 15:06

Reduced by 1.46% to 13.725%

[tapa7] 28/3/2024 12:24

I mention the 900 staff (and it has been way over 1k last year) because that's one thing people often overlook, is that SBC does not just mean shares going to the executives but rather employee share save schemes and other incentive/compensation programs.

It doesn't take an expert to compare Nexxen's SBC with its peers and realise that the company is not competitive with its peers and that it won't attract the best talent but if you don't want to believe what the statements tell you all you need to do is check GLASSDOOR and you'll find more than a handful of reviews for March alone complaining about one of the following:

- Pay rises / Promotions
- Share scheme / Bonuses
- Lack of competitive salaries

[tapa7] 28/3/2024 12:06

There's always a multiplier associated to business and stock market performance, that happens in any publicly traded company.


$1.3m in Q4 in SBC handed to a bunch of executives and 900 staff is by no means greedy.

That's the bottom line.

[gadgie2] 28/3/2024 10:14

must admit very impressed with our one stop shop for all !