Nexxen Share Discussion Threads

[tapa7] 25/10/2024 13:15

Whites

A wise person once said, "assumptions blind us to the rich stories and perspectives that each individual offers", may your wealth be as big as your imagination is all I wish for you my friend

I guess the difference between your view of Nexxen and mine, comes down to a + and a - after all.
One of us is in profit, the other one is sitting on a loss and in denial.

There's still a world out there Whites, there's still objective truths and objective lies, you can't refute those as quickly you subjectively refuted my experience and although I don't judge you for not wanting to believe everything what you read, I do think you should open up your mind for new realms and possibilities, you'd have a lot more to gain by believing in me, than you have by posting the novel you did earlier, btw great imagination once again, it's just a shame you couldn't get anything right. Feel free to ask questions, I am all about honesty and getting to know eachother :)

[tractorhead] 25/10/2024 06:44

I hear you Ragos. Vrey frustrating. I think their journey got seriously knocked back by the Alphonso debacle. Hopefully that has now been reversed and growth should resume. Will be very confusing if they fail to grow at all from here. But anything is possible.

Every morning I hope for a trading update or some exciting news. But nothing. Lots of hope. But that only goes so far...

[ragos] 25/10/2024 06:37

Tractor, I have seen many of these "partnerships, exclusive data" over the years here.
The numbers (Yahoo finance historical) reveal we ARE STATIC/Declining revenues, increasing costs while the others I mentioned ARE growing revenues in double figures yr on yr. Made a mistake increasing my stake here with this bod. Thought the large 3 holders would act as some sort of performance guarantee but no......

Until they grow (or if) at double figure rates then maybe.
At the moment the market waits for the quarter data being published BEFORE valuing the share. JUST look at it! Good help us if they miss 1 quarter.
The competitors are valued on forecast values.

We will find out soon enough. Any way it goes, I will wind down next year.

R

[gadgie2] 24/10/2024 16:28

3 weeks all will be revealed just remember Barky purchased at £1.35 only a few months ago .. now we are holding £3 .... Next set of results and forward looking booooom

[tractorhead] 24/10/2024 16:13

Ragos, we only invested £25M invested... but we have exclusive access to all that lovely data. That has got to give us a lift?

"Nexxen has exclusive access to VIDAA ACR data

VIDAA selected Nexxen as its strategic SSP and integrated ad server, allowing for data + media synergies.

Following our strategic investment of $25 million into VIDAA, the partnership has enabled the launch of Nexxen's TV Intelligence offering in key markets such as the US, Canada, UK, and now, Australia."

[ragos] 24/10/2024 16:08

Tractor,
We only invested 25 M in vidaa.
Small beer.
The numbers a month from now will show the real performance. All else is just waffle,
I know you have a large stake in here you said, I have 1.2£m here.
I would not hold your breath if I were you.

Let us hope it comes good for all our sake, but all the years of disappointment does not inspire confidence in the management.
Take a look at ttd and mgni, they have grown since 2020, we are down.
Yet the bod have helped themselves. If the big boy sit on their hands there is sweet FA we can do,



R

[tractorhead] 24/10/2024 15:05

gadgie, to me this seem like big news. And nexxen have exclusive access to Vidaa data. Yet today only 50,000 shares traded. In theory we should be growing exponentially but nobody seems to be interested. As ever, frustrating!

[gadgie2] 24/10/2024 13:15

Super proud on September numbers
Vidaa is growing faster than any other platform in the world !!!!

[gadgie2] 24/10/2024 13:06

thanks Whites123 always bang on !

[whites123] 24/10/2024 09:32

I believe Nexxen is a strong buy, especially following the recent Alphonso/LG court settlement. While the settlement details are subject to an NDA, it's already enabled Nexxen to clear approximately £100,000,000 of debt, and the company has simultaneously launched buybacks totaling another £100,000,000. This reduction in debt and strong capital management signals a healthier balance sheet.

We don’t yet know the full financial impact of Nexxen's strategic partnership, but management has described it as "favourable," suggesting further potential upside. Furthermore, the possibility of institutional investors like Toscafund adjusting their holdings as the buyback progresses could mitigate any selling pressure, supporting the stock's performance.

As a long-term holder, I have a vested interest and am currently sitting on a loss. However, I remain confident in Nexxen's strategic direction and financial resilience, viewing it as an attractive opportunity for future growth.

Some great posters on here who provide content which I certainly absorb.

[barkbooo] 24/10/2024 08:57

Tractor - “Can we have your load down” you might want to do a spellcheck? This is not a porno site. lol

Sorry mate - couldn’t resist it.

Btw - don’t think you have much to worry about here…my guess, NEXN will be sold next year….and we will enjoy our moment.

[barkbooo] 24/10/2024 08:53

Good post Whites - ticked up by me.

[tractorhead] 24/10/2024 08:49

white 123, thanks for your post. I have appreciated your posts over the years.

Can we have your take on how you think things currently stand with Nexxen. Are you confident? Are we going to get a re-rate? Will it happen all of a sudden? Soon? Will we have to wait till release of next results? Will those results be good? Are we post high risk at this stage?

Lots of questions!

[whites123] 24/10/2024 08:12

Oh, Tapa, where do we even start? The enigma who apparently stumbled upon this Nexxen forum in October 2023—claiming it "popped up" while he was Googling. Funny how someone who just discovered the thread has so much to say, right? But wait, it gets better. Despite holding Nexxen and its competitors, this “impartialR21; guru only ever seems to post here. Interesting for someone so well-versed in multiple companies, don't you think?

Then there's the real kicker: Tapa proudly proclaims that he's had numerous meetings with Nexxen IR and management, yet somehow always defaults to supposition to spin a negative tale. You'd think with all those insider chats, he'd have something a bit more concrete. But oh no, it's all smoke and mirrors.

But here’s where it gets truly entertaining: despite his deep ties with Nexxen’s top brass, he’s out there hopping on direct calls with Tremor? Right. And let's not forget his grand claim of running (or should I say “managing̶1;?) an international share group with thousands of investors. Yet, for some mysterious reason, he only seems to grace this particular forum with his pearls of wisdom. Sure, Tapa. Sure.

And let’s talk about the time zones, shall we? Based in the U.S., but conveniently posting in UK time? Make of it what you will, folks.

Look, I get it—anyone can post on a forum. But if you're treating his posts as gospel, maybe it’s time to reconsider. Personally, I just have a laugh. After all, it's only money—and we're all capable of making our own decisions, without needing a Tapa-sized magnifying glass to guide us.

No disrespect Tapa.
You have every single right to post as you see fit.
Im only countering it as the latest posts seem to be doing and I think some may have forgotten how you "Stumbled" upon this thread

[tapa7] 23/10/2024 22:01

hxxps://www.crossroadscap.io/documents/trust-busting-update

" With a large revenue opportunity for competitors, credible pressure on take rates from multiple fronts, and a strong case for structural remedies to enhance competition, share loss for Google should be viewed as a real possibility – so let’s take another look at our expected beneficiaries. " - goes on to show leap return possibilities for msft, mgni, nexxen and pubm.

This is why I will not be closing my position at least until 2025, regardless of how bad I think capital allocation has been. There will be billions floating around up for grabs if Google loses.

[tapa7] 23/10/2024 21:56

Sorry I totally missed your questions.

Good points about Nexxen:

- Valuation
- FCF capabilities
- Potential industry tailwinds (Google)

Bad points

- Management

A reminder that I was the FIRST in this thread (or the one before) to inform every investor here about the google adtech antitrust, with dates, and bull case scenario for Nexxen.
At the moment we are just small fish but if Google is forced to divest the exchange or the SSP we will be one of a very limited selection of adtech providers offering an horizontally connected platform (ssp - exchange - dsp), the opportunity is multi fold if a ruling comes against Google and we seize the moment, I mean you just put the company in auto pilot by then and it will be win after win.

I'll post a link to a report from a well known fund who came to the same conclusion.

[tapa7] 23/10/2024 21:51

Tractor,

I know my posts have been on the pessimist side, let me be clear, I do like Nexxen as a stock, I hold a big position in it, I think it is super undervalued, I have even met with their IR 3 times to build my confidence up, one of which I posted a summary here, remember?

Look, I am always going to be controversial, I also own shares of both Nexxen and its competitors, that's how I diversify my portfolio, that's why I know first hand everything of what's up in the adtech sector including partnerships and new revenue streams launched by Nexxen's peers.

Given that this is a thread where you're supposed to discuss exactly that, the goods and the bads of Nexxen, that's all I am doing. I appreciate some are more sensitive to such information but would you rather know what the peers are doing and Nexxen is not or do you just enjoy to invest blindly?

As I said, there's always the option to ignore my posts. We are on the same boat, we both want Nexxen to succeed, I am just a bit more demanding that's all.

[gadgie2] 23/10/2024 14:24

MGNI didn't get this though did they !

The United fleet, the company said, has nearly 100,000 seatback screens, each offering a potential for nearly 3.5 hours of advertising exposure per flight, based on average flight time.
The United app has nearly 100 million user sessions per month.

[tractorhead] 23/10/2024 14:08

Tapa7 you don't seem to have anything good to say about Nexxen. Pray, why don't you sell up and go put your money into other companies that you maybe like - for example Mgni?

If you are staying invested here can you explain why? I guess it must be because you see SOMETHING good in Nexxen? You might say because the price is low. But why would it recover at all if the company is doing so badly? Can you give us some good points that you see about Nexxen?

Thanks!

[tapa7] 23/10/2024 13:18

Talking about partnerships that nexxen misses out on, mgni and disney renewed theirs for another 2 solid years today. Another 2 years of mgni grabbing ctv marketshare from their competitors, especially next year as it ramps up their netflix partnership too.

[midasx] 23/10/2024 07:01

Carrying out the buyback at the same time as an institutional drawdown could be a complete coincidence. It does however allow the buyback to be carried out without completely spiking the share price.

Over 32% of existing shares now held in dormant or non-voting form! The Boom! when it comes will be catalysed by the number of buyback shares purchased.

All we need is for the potential positives to come to fruition!

[tractorhead] 22/10/2024 09:27

Trading so painfully slow every morning. Just gets stuck. Ignored.

Fortunately buy back kicks in at some stage.

But if Tosca really selling into this... then price is not going to go anywhere fast. Is it legal for a company to be facilitating II sale if that is what they are doing?

I guess the company is removing a bunch of shares at a decent price so long term this could help. But jeez... I look forward to when we re-rate to a fairer price level and we can feel truly safe for the long term. Some anxiety still lingers after so many years of roller coaster.

[tapa7] 22/10/2024 08:53

Gadgie,

I can set up a lemonade stand in Beverly Hills and have Elon Musk as my customer, that doesn't speak about my competitive edge, moat or business size.