Nexxen Share Discussion Threads

[john09] 28/10/2024 13:52

I’m sure you’ll find it

[john09] 28/10/2024 13:50

I think you should look for it from the transcript and post it

Would be useful . “I think it was during a call” wont cut it

[tapa7] 28/10/2024 13:45

I think it was during a call with Stiffel that they said something along the lines of "in a short range of time we will be solely listed in the Nasdaq"

The same call they promised 2m from VIDAA this year and 20/30m in the upcoming 2/3 years.

Let's wait and see.

[john09] 28/10/2024 13:44

Show me where exactly in writing its “alluded to”

Thanks

[tapa7] 28/10/2024 13:40

Tractor,

This is a buy based on valuation and at the very least until we know the punitive damages google faces with its adtech business (2025/26).

There's a huge margin of safety here just based on our assets and net cash, there's no need to sell IMO.

Short term, let's not forget that the management have alluded to an LSE delisting sometime this year, we really need this to unlock shareprice value.

BTW, the NYSE announced last Friday that they are planning to extend US market trading hours even further, that's exactly what we need once we are 100% in the US market.

[gadgie2] 28/10/2024 13:09

Nexxen Launches Deal Marketplace for Premium Video, TV and Display

October 28, 2024
PDF Version
Advertisers can now discover, visualize and activate on premium supply through a centralized, streamlined interface.
NEW YORK, Oct. 28, 2024 (GLOBE NEWSWIRE) -- Nexxen, a global, flexible advertising technology platform with deep expertise in data and advanced TV, today announced the launch of Deal Marketplace, the newest feature within its demand-side platform, Nexxen DSP. With a centralized interface, Deal Marketplace is built to enable advertisers to better discover, visualize and activate preferred deals across connected TV (“CTV”), online video (“OLV”) and display, reducing overall time spent planning and executing campaigns.

The marketplace was designed to improve efficiency while also empowering advertisers to make data-backed decisions. Through Nexxen’s Deal Marketplace, advertisers gain transparency into a wide range of premium supply inventory, leveraging advanced audience-targeting capabilities.

These deals include TV Audiences – custom audience segments accessible via Nexxen’s proprietary TV Intelligence solution, which combines both linear and streaming viewership data – as well as content-level targeting and first-to-market CTV high-attention and green media options. Deal Marketplace also offers inventory through contextually curated private marketplace (“PMP”) deals, crafted using a blend of content and audience-layered data.

“Deal Marketplace is a further example of Nexxen’s commitment to addressing key industry challenges in premium video and streaming,” said David Roman, senior vice president, Nexxen DSP. “Through Deal Marketplace, we are reducing the time it takes buyers to discover and activate high-quality deals, so they can get back to what matters. Alongside the streamlined system, Deal Marketplace offers flexible technology, unique packages and differentiated targeting solutions and data sources.”

[gadgie2] 28/10/2024 13:06

tractor try not to reply, as every reply he gets he tugs :)

[tractorhead] 28/10/2024 10:09

john09, listen up pal... GO AWAY! WHY WHY WHY are you here? Are you invested? Why do you bother to post here? What are trying to achieve? Are you just a deramping troll? Jeez... some parts of our modern world are really sad sad sad.

[john09] 28/10/2024 10:04

Actually I think he’s a she . Very emotional

[tractorhead] 28/10/2024 09:51

john09 why are you here and what are you saying? I have no losses. And I am not desperate to sell. As I posted before I am waiting (hoping) for the big ticket here. £10 or more for me.

What are you waiting for? You really are boring. Always so rude and never clear what your agenda is.

Urgh. Go away.

[john09] 28/10/2024 09:41

He’s desperate to sell and recoup his losses. Happy long term holder my ass

[tractorhead] 28/10/2024 09:39

Still no RNS trading statement saying we are outperforming! Only a few weeks of US election campaigning to go. I guess we are not out performing. Mores the pity.

[hammers8] 25/10/2024 20:04

£6.22!in 2022 ….ouch…muppet

[john09] 25/10/2024 19:35

Good weekend to those who know when to buy and sell which as far as I can tell is only me .

[tractorhead] 25/10/2024 19:15

Poor john09. Good weekend all honest long term holders.

[john09] 25/10/2024 18:46

Oooo family ooooo

[barkbooo] 25/10/2024 18:42

“ Tapa7 - 26 Oct 2023 - 13:28:45 - 23460 of 24095 Tremor : Shaking Up Video Advertising - TRMR
I am going to have a call with Tremors management sometime after their earnings release.”

Yes - we had another couple of investors on here that actually traveled to Isreal…they also wanted a word with management. The Airport was closed at the time because of COVID, didn’t stop them. lol

We have also had pi’s die, have the funeral and then come back to life - Tapa, you are entertainment but keep it real. Trade away, but please don’t treat our family on here as mugs.

[ragos] 25/10/2024 15:50

Tractor,
I must say I admire your tolerance and patience.

Tapa7 ( wonder what happened to 1-6?) is a yank who has his own agenda, appeared out of the blue and tries to impress the dour brits with his flannel.

Won't work and the filter comes in handy!

R

[tractorhead] 25/10/2024 14:51

What makes you think I don't want to believe in the truth. Just confused why a publicly listed company would give sensitive information in a secret meeting to a private investor. Either they did not give any info that was not already in public domain or they broke the law. Probably the former.

Anway, sure let's just keep to discussing the business. "I'd love to be here posting about what I think about our numbers and what our opportunities down the road are, about our peers and our multiples, sharing and exchanging true honest visions with each other". So post away!

Would you recommend this as a Buy to a friend?

If you are already sitting on a big profit becuase you were clever enough to buy at the lows... why don't you take your profit and invest eslewhere if you don't trust management? Seems odd that you are so criticial and yet you stick around.

I for one have been an investor from the original autonomy days but have significantly increased along the way... often at very low prices. But I am here for the big ticket. I am hoping the full stack tech offering and the new data agreements (alongside potential google breakup) will lead to a significant growth in revenues and shareprice. Management are infuriating at times and have had some horrible misses on guidance but I blame that partly on market conditions. Also there is always a whiff of something a bit unusual about this company. But all in all I think they have built a great platform, are well positioned in a growing sector amd I am hopeful our time will come.

[tapa7] 25/10/2024 13:53

Tractor,

You can’t explain a truth to someone who doesn’t want to believe in it, resistance is a barrier to understanding!

I have explained how I reach out to IR departments in older posts, I have even showed a recording from my latest call, you're asking for names I have given you faces, I mean how much more real does it get!?

I'd love to be here posting about what I think about our numbers and what our opportunities down the road are, about our peers and our multiples, sharing and exchanging true honest visions with each other, but instead for most of the time I have a bunch of old toxic folks challenging my views, criticizing my knowledge and calling me opportunist due to circumstances that go beyond those that I can control (I mean, somehow it must be my fault that I started investing in Nexxen after it had tanked or that advfn did not pay for google ads previously).

I mean you go back every couple pages in this thread and there's always someone finger pointing the other one or calling names.

I am all up for real debates and people challenging my views with concrete evidence, I thought I'd get some interesting challenges on my latest post, particularly on the report I posted, but the best I got was whites typing in a novel about fictional characters and events. Of course I have already praised him on that, he's a great writer.

But what about we start talking about what really matters in an honest way, the things we are doing good and the things we can improve on - for instance kinective media is using us as preffered platform, GREAT! But let's question why are they using an end-to-end springserve's server or in other words they're using $mgni to deliver ads, why are they not using our ad server? why are not spending 50m dollars in our ad server rather than on a buyback? Now wouldn't that be a much more interesting thread?

[tractorhead] 25/10/2024 13:30

The biggest problem I have with you Tapa7 is your boast about having had several private face to face meetings with management of Nexxen. How can this be the case? That is not possible. Explain yourself to regain some credibility. Perhaps you don't care.. but you seem to as you keep responding to whites.

We are waiting. Can you give us names of the people you have met with? If not, why not? Surely the meeting cannot be a secret one? That isn't legal? Nexxne is a publicly listed company and cannot be sharing sensitive information secretly with private investors!

What is your purpose of posting here? Are you trying to shame other investors? Do you want to encourage people to invest or not to invest? To hold or to sell? Hard to gauge what your angle is. If I were to ask you - should I invest in Nexxen? What would your reply be?

[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