SCHEDULE 13D/A: Mithaq Capital Increases Stake in Nexxen International to 27% Following Share Buyback

Sentiment:

Schedule 13D Amendment


Mithaq Capital SPC and its principals, Turki Saleh A. Alrajhi and Muhammad Asif Seemab, have increased their beneficial ownership in Nexxen International Ltd. to 27.0% due to the Issuer's recent share repurchase program.

Better than expectedThe reporting persons' percentage ownership of Nexxen International Ltd. increased by approximately 1% due to the Issuer's share buyback, effectively increasing their stake without requiring additional investment.

Summary

  • Mithaq Capital SPC, managed by Turki Saleh A. Alrajhi and Muhammad Asif Seemab, now beneficially owns 34,917,422 Ordinary Shares of Nexxen International Ltd.
  • This represents 27.0% of Nexxen International's outstanding Ordinary Shares.
  • The increase in percentage ownership, approximately 1%, is a direct result of Nexxen International's share buyback program, which reduced the total outstanding Ordinary Shares to 129,250,341 as of January 29, 2025.
  • The Ordinary Shares are listed on the London Stock Exchange, while the American Depositary Shares (ADSs), each representing two Ordinary Shares, are quoted on the Nasdaq Stock Market LLC under the symbol 'NEXN'.

Sentiment

Score: 7

Explanation: The sentiment is positive for the reporting persons as their ownership stake increased due to the company's share buyback, indicating a stronger position without further capital outlay.

Positives

  • The reporting persons' percentage ownership in Nexxen International Ltd. increased by approximately 1% without additional investment, due to the Issuer's share buyback program.
  • Mithaq Capital SPC now holds a significant 27.0% stake, indicating a strong conviction in the Issuer's value.

Future Outlook

The document does not provide any forward-looking statements or guidance from Nexxen International Ltd. or the reporting persons regarding future business operations or financial performance.

Industry Context

This filing primarily details a change in beneficial ownership for a significant shareholder and does not provide broader industry trends or competitive analysis. The increase in ownership is a direct result of the company's own share buyback program, which can be a common capital allocation strategy in various industries.

Stakeholder Impact

  • Shareholders: The share buyback program reduced the total number of outstanding shares, which typically aims to increase earnings per share and shareholder value for remaining shareholders. The reporting persons' increased percentage ownership reflects this effect.
  • Reporting Persons (Mithaq Capital SPC, Turki Saleh A. Alrajhi, Muhammad Asif Seemab): Their influence and stake in Nexxen International Ltd. have increased.

Key Dates

DateDescription
2021-06-30Original Schedule 13D filing date
2021-09-09Amendment No. 1 filing date
2022-07-25Amendment No. 2 filing date
2024-02-15Amendment No. 3 filing date
2024-10-15Amendment No. 4 filing date
2025-01-29Date of event requiring filing of this statement; Issuer's press release reporting 129,250,341 outstanding Ordinary Shares

Keywords

Nexxen International Ltd., Mithaq Capital SPC, Beneficial Ownership, Schedule 13D, Share Buyback, SEC Filing, Turki Saleh A. Alrajhi, Muhammad Asif Seemab, Ordinary Shares, NEXN

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