Bidstack Share Discussion Threads

[pwhite73] 11/2/2020 17:33

No AIM company is ever about the past or the present. Its always about tomorrow. 414k sold at 5.28p. Despite the denial I stillI suspect the directors are selling.

[roleybirkin] 11/2/2020 17:13

Bids was never about 2018 or 2019 imo, but it is about 2020 and beyond.

2019
Good to see the 2019 numbers out of the way now and we can focus on the future good or bad.

The positives from today for me are:-
- £3.1m in the bank giving a five month runway (end May) and maybe six plus if revenues can commence
- 2nd half 2019 revenues around £125k and that was clearly November and December loaded - maybe £ 30k and £40k respectively
- Andrew House agreeing to join as a Board Advisor and knowing these accounts have not put Andrew off in any way

BUT, the real positive for me is two fold:-
- No dates for further news - They are growing up
- Minor revenues expected 1st half 2020 - under promise and over achieve

In summary, I would guess that January may well have been a record month as JD had previously stated month over month revenue growth (however low the numbers) and the deal with Agency X kicked in... I am pencilling in £350k of revenue for H1...

2020
All about games and priorities...
- Deliver on existing games - get them live and drive revenue generation.
- Sign those publishers - Bids are totally focused on the big players to get the impressions and DAU's
- Get the Unity integration working and working hard - it is live but they need to deliver games to live
- Get the Unreal Engine integration live

It all seems so simple....

So who are those next Publishers???? and are any close????

[moneygenxyz] 11/2/2020 16:44

Question for yump

which game do you recon BIDS is integrating?

Which game do you recon BIDS is beta testing?

Would love a modicum of balance with you boys...

[aidenabettin] 11/2/2020 16:34

Not forgetting our e-sports side. hTTps://twitter.com/WMAdSales/status/1227233613462278144?s=19

[countdracula55] 11/2/2020 16:18

Nice post Rocksteady.....spot on imo.

[rocksteady01] 11/2/2020 16:17

And pwhite - for balance, what do you make of the new advisors comments?

[countdracula55] 11/2/2020 16:15

Money....it could be a while but on the rite news this could easily 10 bag and keep going, just a waiting game now imo.

[rocksteady01] 11/2/2020 16:15

I expected cash burn of £500k. Good estimate a few days ago moneygen.

I expected ‘insignificant’ revenues, because they told us this in the December update.

There is nothing in this that I wasn’t expecting. It is clear to me that big advertising spend needs to have more than 3 games to be spent across. More games will trigger the ‘up to £10m’ deal and hopefully others.

It is all taking longer than they anticipated but patience will be rewarded I believe. It is high risk high reward but I believe they are building a potential monster here. I am holding firm and won’t be sold on the negativity of snakes who can’t back anything they say up with facts. Just repeating general AIM doom and gloom.

[moneygenxyz] 11/2/2020 16:05

As worthless as his hashtags are.... JD used the # LetsGo

The green shoot of hope in the snow barren winter?

[pwhite73] 11/2/2020 16:02

That's the positive mentality that has got you into this mess in the first place. Going forward there will only be further losses and dilution.

[global nomad] 11/2/2020 15:49

well this afternoon it has all slowed down somewhat.

need to set up to wait this out and see when more information is released. I'm looking forward to politely saying 'I told you so' in a few months time to all those who rather disingenuously have said so today.

I am not sure why they need to seek validification from a bunch of strangers on a bulletin board, but thats their need so fair enough. I am sure there are plenty of people who are negative but who also bought into and can still see the success of the business coming through the fog.

I hope those who are here with whatever they invested can hold on until at least they are at breakeven and then a little more into profit. In any case make sure, if you have to sell, that you record any losses with the HMRC so you can carry them forward each year and use when required against your capital gains.

I have been using cgtcalculator.com for many years...and its free.

poor start to the decade all around I guess but i'm sure spring will look much better.

[moneygenxyz] 11/2/2020 15:35

17th Nov 2017 VRS 7 bagged (market cap £168m) on the back of this flakey statement.

-----------------------------------

"Versarien plc

("Versarien" or the "Company")

Agreement with Global Chemical Major

Versarien plc (AIM: VRS), the advanced materials engineering group, is pleased to announce that it has signed an agreement with a US headquartered global chemical supplier (the "Partner"), which will allow to both companies to begin collaborating across a number of projects.

The Partner, a Fortune 100 company, will use Versarien's proprietary Nanene few layer graphene nano-platelets, along with other 2D products manufactured by Versarien, in different potential applications. Both groups will work together on research, development and testing of compounded materials, with the objective of replacing incumbent additives across different chemical variants to improve material performance.

Specifically, this partnership gives Versarien and its Partner the opportunity to evaluate and process samples for speciality packaging applications and barrier technology, as well as allowing both parties to better understand the future opportunities of further agreements."

--------------------

Needless to say - had 14 bagged before the end of 2018.

Does it matter here? No. But shows the art of the possible from PGCE all the way to VRS and BLU. Deliver and execute and the AIM is yours.

[aidenabettin] 11/2/2020 15:32

How many shares issued since then?.860k.And with those they bought Pubguard.Only problem here is the corruption and manipulation .Most of us are well aware how it works.I've been topping up and added another 100k today. Value has dropped due to manipulation but I've not been diluted.Rise will be rapid when it turns

[bellesimo1] 11/2/2020 15:28

This company exactly like PCGE I lost lots of money I warned you all at 22p 3/4 months ago I did say 16p then 12p look at you now 6p then delisted

[moneygenxyz] 11/2/2020 15:28

"A sunk cost is an irretrievable cost. It is a cost that we cannot get back."

The research on this thread suggests otherwise and that RNS sounded like a solid platform to build 2020 into a year of growth.

Bellesimo1 - your analysis is as useful as me saying BIDS is VRS in 2017.

Not useful at all.

[wskr] 11/2/2020 15:14

Snap Money but on different sides of the coin. And true it is only a sunk cost if the final outcome is detrimental. At the same time all three have to possibility due to a continued investment of more money as a result of previously invested money (and time spent researching).

[wskr] 11/2/2020 15:10

I like the quiz yump, but not sure I understand it. All three fall into the sunk cost fallacy. Is there a point you are trying to make?

[moneygenxyz] 11/2/2020 15:08

Feeling trigger happy with ban’s today Yump - this isn’t a psychology thread.

[moneygenxyz] 11/2/2020 15:07

JD post:

To add the former CEO and Chairman of Sony Interactive Entertainment - the man who launched the PlayStation 4 - to our Advisory Board, is an unbelievable feeling and proud achievement for myself and Bidstack Group PLC.

Andrew House said: “The gaming industry has always been about evolution and progression and striving for solutions that make games more fun, more relatable and more entertaining for the community. Against a background of disruption to monetization strategies within games, I believe that Bidstack's approach of contextually relevant ads can generate revenue without disrupting the user experience. It's a business that can make a significant impact in the space."

James Draper, CEO of Bidstack, commented: “It’s a bit of a pinch yourself moment for me - and a huge coup for the Company. As the man who not only led the resurgence of PlayStation in this console generation, but also diversified their product offerings globally he will be a valuable asset, adding his wealth of experience and contacts, to the incredible team we’ve put together. For myself and the rest of the management team, it’s a once in a lifetime opportunity to learn from a proven executive leader.” #bids #leadership #letsgo #gaming #playstation #playstation4 #advisoryboard #gamingindustry

[moneygenxyz] 11/2/2020 15:07

Yump - Go and ask Helx on LSE.

[yump] 11/2/2020 15:04

Time for a quick quiz I think:

Which of these fits into the sunk cost fallacy ?

1. Topping up in a business where revenue, profit and the chart are trending upwards, but there's a 20% drop for no obvious reason.

2. Topping up in a business where revenue, profit and the chart were trending upwards, but the business hits a hiccup and the share price drops 30% (eg warehouse burns down).

3. Topping up in a business where neither revenue or profit are trending upwards, the chart trends downwards and the share price drops back towards its placing price.

[aidenabettin] 11/2/2020 14:55

The establishment doesn't play by the rules.It totally ignores them.Move on fool