Bidstack Share Discussion Threads

[aidenabettin] 13/2/2020 11:27

Moving data from Europe to the US.Is that a problem?

[roleybirkin] 13/2/2020 11:27

Keeping the bid at 6p for a reason.

Buyer of 600k plus at 6.05...

[2350220] 13/2/2020 11:25

Hi Girdz, for once I don't agree.
PWhite has actually called it right and does give some kind of debate, even if I don't agree with him.
But I certainly do have an ever growing Filter list for sure.

Just hope that this isn't another dead cat bounce, and as everyone long says, it all hinges on IF James is on the level & being realistic.
I'm 60% under water, but still holding and hopeful.
John

[throwingmuses] 13/2/2020 11:22

Ok cheers Roley, maybe they should move up the ask then!

[roleybirkin] 13/2/2020 11:18

It has been thin on the RSP throwing but the market makers do seem to have some stock to offer.
To get 250k they are offering at the 7p level.

[throwingmuses] 13/2/2020 11:16

Haven't been able to buy in any volume since the ask was at 5.5, still can't now. They've been holding the ask with nothing on it, at every level, trying to tempt out a few sellers before letting it tick up. Each time it's very thin though, looking positive.

[aidenabettin] 13/2/2020 11:15

The problem with Pwhite is he point blank refuses to state the real reason BIDS have stalled.Nobody wants to discuss Xandr,Appnexus and AT&T.JD: Our friends on the buy side.Was he talking about Xandr.Plenty of names were dropped in the podcast but not the above

[jscowi] 13/2/2020 11:13

Hi Global Nomad. I think you summarise my thought process going forward and the reason I continue to hold.

[countdracula55] 13/2/2020 11:03

Good shout Girdz...its done.

[aidenabettin] 13/2/2020 11:00

As JD says most of the BIDSTACK investors are not ADTECH experts and dont understand what's going on.Well I may not be an expert and I'm first to admit that and even though I didnt get to rosette level at oxford I have a very inquisitive mind and although only basic educational skills I can still manage to read writing on a wall

[global nomad] 13/2/2020 10:52

first key marker is to get back to mondays price around 7.5p then back to its recent fluctuating level around 10p

[global nomad] 13/2/2020 10:47

Just got back to my desk so nice to see some blue, trades suggested it was coming and as Roley notes it is the buying that is the defining factor today.


JS, I think your observations are valid and were noted yesterday.
1. I think JD has learnt some lessons and been better advised now about language and how to deal with the market. I expect his enthusiasm was also a consequence of what those around him and other businesses they are dealing with were excited about. He cannot share many things with us for various reasons but i do believe him.

2. I don't think he ducked the question - he said BIDS will need appropriate resources to achieve its goals to be the primary player in this space. We can read that as inventory, staff and cash. All startups raise money and even those beyond the initial phases so I don't think that is unexpected, more a matter of timing and the difference between raising funds to keep afloat and raising to expand rapidly ahead of revenue.

3. we have heard this before but hope it is more likely now than previously...we'll have to wait and see.

enjoy the ride.

[pwhite73] 13/2/2020 10:46

There are exceptions but this is not one them.

100% of the shares were once owned by the directors. Now 80% of the shares are owned by mug PIs. There is no incentive for the directors to make a success of the company yet. If Microsoft puts a price tag of £500 million on BIDS the company will be driven into administration first, then bought out for £1.00 by the directors and then sold on privately. Seen this too many times on the AIM with the limited number of companies with any value.

[aidenabettin] 13/2/2020 10:44

Not going to be a jury.It's up to the judge

[jscowi] 13/2/2020 10:33

Listened to the pod cast twice now.

Three stand out issues to me that I feel uncomfortable with:-

1. As others have mentioned the "very very confident" statement we have heard before, people chose to trust those words and JD then the company spectacularly let every shareholder down. By using those words again he is either very confident or very stupid.

2. Ducking the fund raise question. Now we know funds will be required at some point where those funds will come from or the amount needed is open to debate.

3. Earnings will come in the H2 - As per point 1 we have heard this before haven't we.


I still do not understand the reason for the missed revenue "we were so close". So where has this deal gone? Why were all your eggs in one basket?

Bids cannot afford anymore mistakes.
PI's cannot take anymore bull about build blocks in a certain manner, yes we understand that however you must tell it as it is JD and not make promises you cannot deliver on.

Jury is out for the time being, time for bids to deliver, if they do deliver then watch this unicorn fly.

[lauders] 13/2/2020 10:24

I was just thinking, I know that is a dangerous sign, but it would be very interesting (send a great message) if there was some BOD and advisor buying around these levels. I know JD has quite a bit of skin in the game but if he is as "confident" as he said yesterday (very, very) and we have the likes of Andrew House who as stated is not exactly hard-up, a concerted effort to buy now would likely send a very positive and welcome signal. I will go back and stop thinking now!

[aidenabettin] 13/2/2020 10:18

hTTps://www.businesscloud.co.uk/news/plexal-to-connect-with-global-innovation-centres

[aidenabettin] 13/2/2020 10:11

I can confirm this has nothing to do with AIM/FCA.This is all about GDPR/CCPA

[rocksteady01] 13/2/2020 10:07

Pwhite - just out of interest, what would need to happen here to get you to believe? This company is going to happen in the future so I would like you to state the tipping point now, so when we reach it, you can eat your humble pie.

100% of AIM is not dross. There are exceptions.

[pwhite73] 13/2/2020 09:39

The contemptuous allegation was not levelled at you but at the BOD. And yes they are lying about the involvement of the advisory committee.

[roleybirkin] 13/2/2020 09:36

Shares finally in the blue - that's better news.

Trading numbers at 09.30am

Buys - 1,297,552 (73.44%)
Sells - 479,126
Volume - 1,766,678

Better news with buys actually driving the price upwards. It does suggest the seller of yesterday may have finished.