Nexxen Share Discussion Threads

[gadgie2] 14/11/2024 13:33

"Q3 depressing" no chance double digit growth ....Revenue now coming in Via Vidaa and Stagwell and LG Premium Ads to mention but a few !

What did we capture from US elections ? News Corp .....News Corp's Preferred SSP for Political Private Marketplace (“PMP”) Deals: Media company News Corp has selected Nexxen as its preferred SSP .

[tapa7] 14/11/2024 13:15

The big numbers are a 30% drop in EPS YoY or $0.13 to be precise. Despite a huge buyback operation.

Current quarter results will be depressing hence why share price hasn't moved since we last reported, in fact it's down already.

It's our guidance investors will look forward to. If we can stick to the guidance or revise it up the share price will shoot up because our final quarter earnings are expected to shoot up almost 250% YoY. If they reaffirm to the street that that is still the expectation then the multiple needs adjusting and price will shoot up.

[gadgie2] 14/11/2024 10:54

Friday we begin the Drive to £4 Barky of that I am convinced , Ragos / Digi will see £6 this year I’m hanging on as Stagwell etc will bring in big numbers !!

[barkbooo] 14/11/2024 09:55

Frustrating Gadgie - but if the market played it as it reads, there would be no losers - who would pay the family on here……you need idiots in this game to buy our lunch! lol

[gadgie2] 13/11/2024 17:01

Frustrating to say the least

[muthadrucker] 13/11/2024 16:14

Quite sad really. Management are forever telling us about the value gap with our peers but they’re absolutely clueless when it comes to doing the basic obvious things in trying to close the gap. In the absence of interest from investors, they know that the only thing that supports the price is the buyback and yet they let it lapse. If the results are decent, and I’m sure they will be, then a TU back in October would have built some momentum but instead we get silence. As a consequence the Sp dribbles away ahead of results. Don’t know why the IIs tolerate it

[ragos] 13/11/2024 15:44

Tractor see my posts 1980 and 1986.....


R

[tractorhead] 13/11/2024 15:25

Results from other connected tv AI ad tech companies all good so market tailwinds are evident and yet nobody wants to bet on Nexxen doing well. Price actually sliding ahead of results. Either everybody very very wary or there are those who know results will be meh. Frustrating.

[tractorhead] 13/11/2024 15:04

Viant Technology up 18% on upgrade.

[amt] 12/11/2024 22:45

In other recent news, advertising technology leader Magnite, Inc. reported a robust growth in its Q3 2024 earnings call. The company's total revenue for the quarter was $162 million, an 8% increase from the previous year, and adjusted EBITDA grew by 26% to $51 million. This growth was primarily driven by its Connected TV (CTV) segment, which saw a 23% year-over-year increase in contribution ex-TAC. Furthermore, the company announced a two-year extension of its partnership with Disney (NYSE:DIS), expanding to include live sports and additional regions.

[barkbooo] 12/11/2024 12:08

You sound confused john09 - You could ask your tipsters…

Most people with half a brain understand - if tipsters had real info..they would not share it with you…they just convince you to pay for heir guesses - and you oblige!

You might have noticed that I often declare a lucky guess - I don’t use tipsters!

[john09] 12/11/2024 09:50

This lot are desperate . Do you buy its a long term hold by their behaviour. Counting every buyback, choreographing the rns and conference in their heads lol

[gadgie2] 12/11/2024 09:32

Results Fri then 4 days later RBC must have something to Brag About ?

Nexxen International (AIM/NASDAQ: NEXN) announces its participation in the RBC Global Technology, Internet, Media and Telecommunications Conference on November 19, 2024, in New York. CEO Ofer Druker will lead a fireside chat at 1:20 PM ET, which will be available via live webcast.

The event will be accessible through Nexxen's investor relations website under 'Events and Presentations' and will remain available for replay for approximately one year. Nexxen, headquartered in Israel, operates as a flexible advertising technology platform specializing in data and advanced TV, offering unified technology stack including DSP and SSP platforms with the Nexxen Data Platform at its core.

[gadgie2] 12/11/2024 09:23

133,249,969 1st Nov ....... minus Major Holders =

27,169,210 Shares Avail

Minus holders below 3% = not a lot of shares in free float add Buyback shortly and it gets very interesting

[gadgie2] 12/11/2024 08:57

North .... 30 day's notice expires either Thur's or Friday ...we could have buyback starting Friday with results let's see

[tsmith2] 12/11/2024 08:53

a bit of volume here early doors

[northwards] 12/11/2024 08:32

Lost track here. When does the new buyback kick in ?

[tractorhead] 11/11/2024 18:24

Magnite up 14%?

[gadgie2] 11/11/2024 16:00

For sure it can drive you Mad ! looking forward I'm expecting a big beat on last year and a revised end of year ..

Newish Deals increased Revenue Via .....

Stagwell
Tinuiti
Vidaa
Vevo
Roku
Kinective Media ( United Airlines )
US Election Revenue ?
Trade Desk
Peerlogix
LG Premium Ads

[1gw] 11/11/2024 15:57

Well with the end of the buyback we've lost a buyer who was consistently taking a meaningful percentage of daily volume, and in fact (on my numbers) took around 24% of the reported UK volume over the whole buyback period (7th May to 1st November). They bought at 236p on the first day of the buyback.

So hardly surprising if there's some relative weakness in the absence of news.

Results on Friday, so everyone can reassess then.

[gadgie2] 11/11/2024 15:40

must admit didn't think we would go lower than £3 again

[xamf] 11/11/2024 15:38

Just bought back in at 3.04. Worth a punt imo. Stocko still has it highly rated.

[tractorhead] 11/11/2024 10:16

If WE were really smart WE would buy Bitcoin instead?!

Still zero interest in the shares. Even though days away from important results release. Should we be worried? Does nobody think there is even a chance of good numbers and jump in shareprice? Surely worth a punt for someone? But no. Urgh.

[muthadrucker] 11/11/2024 09:25

If they were really smart they would buy Bitcoin instead