Nexxen Share Discussion Threads

[barkbooo] 20/1/2024 13:35

Gadgie - you and Digi best in the world at up to the minute info….thanks for giving us so much of your time.

[takeiteasy] 20/1/2024 09:26

gadgie2, well done for all the postings as they are appreciated. I wonder if you need to phone up the company and organise a fireside chat with the senior management for a motivation seminar on the value of this new TV opportunity and how they can expedite this more quickly :)

[gadgie2] 20/1/2024 07:57

Today we launched Jio Cinema, one of the most important applications in the Indian market. It is the new home of Indian Premier League Cricket. And if you know the market you know how important this league is for the Indian consumers.
I'm really proud of the work our teams have done in the last year and a half in launching all the key local apps in the market, including Hotstar, SonlyLIV, Zee5, Hungama, and others, to make our Indian offering competitive. We're starting 2024 very strong!

[gadgie2] 20/1/2024 07:56

December marked an important milestone for our platform. For the first time since our launch, customers streamed more than 2 billion hours of content on our platform. The average time spent streaming on our platform has grown by a whopping 34% in just one year. Want to be part of our growth? Reach out to our teams.

[fo67] 19/1/2024 13:26

hTTps://investors.nexxen.com/

[tsmith2] 19/1/2024 12:26

Anyone kind enough to put up a link to the fireside chat

[takeiteasy] 19/1/2024 12:23

Thanks for posting - good to keep expectations low (not quite on the floor but just above it) so there is no chance I go back and moan to the Mrs about this investment - she would say just move on ...

[tapa7] 19/1/2024 12:12

The discovery tool which he briefly explained and I had also mentioned previously sounds very promising for the upcoming election campaigns, fingers crossed their sales team does a good job selling the product.

The discovery tool basically allows you to discover what your target audience is reading on display, consuming on web or even on the tv. I don't know how it tracks this audience and it is obviously different from third party cookies or else it wouldn't have a new name (although I don't know what identifiers it uses, particularly since it can link the same person to both media, web and ctv) but Amobee had this product and it seems to do a great job at knowing everything what you read and watch so if a political campaigner such as Trump is looking for new voters and via this discovery tool he can identify a group of people who already watches Trump videos and read Trump's news, rather than wasting ad spend in targeting those people who he already knows will vote for him, he instead spends ad money into targeting the people who are watching/reading about other candidates and try to steal votes by filling in their feed with ads linking to Trump campaign videos in an effort to convince them Trump is the best and that everyone's talking about Trump hence why all the ads.

It sounds like a very powerful tool

[takeiteasy] 19/1/2024 09:16

How was the mood different from last time - I know this all down to nuances etc but any comments are of interest...

[ragos] 19/1/2024 07:43

buyback
bought 1415911 for £2891195

as of this morning.

R

[muthadrucker] 18/1/2024 12:56

Just registering for the fireside chat. Opening line says Nexxen (formerly Tremor International)They’ve been trailing the name change for nearly a year now and yet they still keep reminding us it’s just Tremor with a new name. You would think they might realise that the reason for rebranding is to move on from the sad old previous incarnation. They just don’t get it

[wheeze] 18/1/2024 12:12

Happy New Year Ragos. Hope this will be the year for us !

[barkbooo] 18/1/2024 11:02

I quite like the smell of Sikhthetech’s tent burning - next stop is a Poundland doorway and a Millet’s sleeping bag.

On a plus side for him - he might be able to salvage the sleeping bag from the burning tent.

What a guy!

[ragos] 18/1/2024 10:14

Wheeze,
Happy new year to you.
I know you love the smell of burning shorts ( I prefer incense myself), have a peek at cwr.

R

[ragos] 18/1/2024 09:44

Midas,
Many thanks.
Your view would be a good and timely outcome.
Hope you are correct.

R

[tapa7] 18/1/2024 09:43

This time last year Ofer was having a fireside chat with Laura, I recall he was very optimistic about the year ahead and was telling the world he'd rebrand the company.

Retrospectively one could say he was over optimisc given that we had countless downward revisions to his cfo guidance (Niri has to be among the most incompetent CFOs out there after so many failed projections, how does he still have a job?) but at least the rebranding did work out and it seems the ticker change even got rid of the bots that were shorting us? Perhaps other businesses should try the same remedy (if it was only that simple!).

I am curious to hear what news he has to share with us this year, I expect nothing short of optimism again but hoping for some valuable insights.

[midasx] 18/1/2024 08:56

Ragos,

I personally think this will be settled before any trial.

Tremor have requested a trial date and a date for the mandatory settlement conference.

Alphonso/LG have requested the trial and mandatory settlement conference are delayed pending the outcome of the pending motions.

We are thus awaiting the courts decision on the pending motions and then there will be a settlement conference were I think a suitable settlement figure will be agreed to save the time and expense of a trial.

I would hope this can be achieved in the next six months but who knows?

[ragos] 18/1/2024 08:23

Midas,
In your view, is a conclusion to the case likely this year?

(I have a poor opinion of legal suits that they drag on for years).

R

[midasx] 18/1/2024 08:19

They are somewhat making our case for us!

LG says Alphonso’s board was a “hot mess” that needed change
Ad firm founders say LG wanted to have “unchecked control”
LG Electronics Inc. defended ousting senior leaders and board members at ad tech firm Alphonso Inc. after its merger with an LG affiliate as necessary changes to cleanse a toxic partnership.

[midasx] 18/1/2024 08:12

Let's hope the fact that LG were found out in the Alphonso case sets a precedent for our case against LG/Alphonso. It was proven that they pay no regard to contractual obligations or business ethics.

On Friday, Delaware’s Chancery Court ruled in Alphonso’s favor, finding that LG Electronics breached a stockholders agreement in December 2022 when it terminated five of Alphonso’s co-founders to wiggle out of contractual obligations that were set following LG’s acquisition of Alphonso in 2021.

LG’s machinations to gain full control of Alphonso’s board and force stockholders to sell their shares at a low price played out not unlike a coup.

[gadgie2] 17/1/2024 16:48

Understand what the loss of ACR data has cost us with LG then think about how we overcame this VIDAA growing faster than Japanese knotweed .... This is our year Rodney

[takeiteasy] 17/1/2024 14:17

For anyone who tracks this , do we still have the hedge fund being short? I am wondering if this is the first time in more than a couple of years to actually top up (for the reasons you give tractorhead) - having been shafted the last time I did this :)