Bidstack Share Discussion Threads

[mlf51] 04/5/2020 07:50

Could be a good buying opportunity early doors, but the future looks good.

[mcfly79] 04/5/2020 07:40

Agreed hazl.


Everything looks good for the second half.


Also very encouraged by the fact that the CEO and Chairman both describe the 2020 revenue forecasts as ‘highly conservative’. Suggest we'll come in well ahead of the forecast.


I think the larger games should be announced soon:


‘The Company continues to work with some of the largest game publishers in the world to make more inventory available to advertisers and some of these games are currently at integration or beta testing phase. ‘


I think the 2020 exit run rate on revenues could be very good.

[hazl] 04/5/2020 07:32

'The Company pushes into 2020 with a clear team management and organisational structure across the UK, Riga and the US. The technological, governance, demand and supply teams are working cohesively and are fully focused on ensuring the Company makes continued significant strides.

Major technological and governance challenges are being overcome as we bring the in-game advertising medium to the advertising community. The Company is in advanced conversations with a number of AAA game studios and we expect to add further advertising agency trading agreements to our existing agreement, signed in 2019.

Covid-19 disruption to the advertising industry, particularly in the out of home and live sports segments, is leading media buyers to seek digital alternatives for their brands. It's no longer "business as usual" in these significant areas. Agencies need to innovate to assist their brand clients to reach targeted audiences. Bidstack's technology enables them to do that and our team is working closely with agency groups to help them test, report and activate larger campaigns across our growing portfolio of titles through this period.

With 2020 expected to see the launch of the PlayStation 5 and Xbox's Series X, the focus now is for the Company to position itself to capitalise on the next generation of hardware and the new business models these will bring to the video gaming industry. This approach continues to be the strategy during the current Covid-19 related macro-economic upheaval. As we set out in our update to the market on 30 March 2020, the gaming sector now provides an opportunity for brands and advertisers, including governmental agencies, to target audiences, which are currently not reachable through other mediums due to the restrictions in place across multiple markets.

In summary, I believe that, while revenues for the first half of 2020 will be better than last year, they will remain low. The impact of Covid-19 remains impossible to predict and we are taking a highly conservative view on our revenues for the full year. That said the work we have done in 2019 positions the business well to build a highly scalable native in-game platform that can carve out a significant position within the evolving video game advertising and communications sector. '

A successful company takes a time to build.
The outlook seems to suggest that everything is being set up for a productive second half.

[hazl] 04/5/2020 07:29

There are a lot of positives there.

It feels to me as if they are making sure of their direction and carefully putting all the building blocks in place and ignoring the idle nihilistic chat in the background.


'We are now open for business in the US following the opening of an office in San Francisco in August and an office in New York in October. We now have a full-time employee in each location.'

Note this isn't the sort of thing you'd be doing,if you thought you were going nowhere.'

'We believe that new console launches, the growth of cloud-gaming and e-sports, coupled with legislative restrictions affecting targeting via app and web-based advertising, should all work in Bidstack's favour. '

[hazl] 04/5/2020 07:22

'evolution of cloud computing and the phenomenal growth in e-sports all provide strong tailwinds and are clear indicators of a healthy, vibrant market. We remain absolutely focused on our mission to become one of the world's foremost advertising network for games, as we pioneer a new category of 'native in-game' advertising.'

More importantly.....

'We are confident that we are approaching this balance in the right way which will lead to material revenues in the second half of 2020."

I, myself, feel that they are doing what they set out to do; build the company and have everything in place to be a successful enterprise in a VERY new market.

I am still absorbing it in a busy start to the day.

[stoaty1] 04/5/2020 07:16

For what its worth, I think there will be significant revenues in the second half.

[hazl] 04/5/2020 07:09

A REMINDER.....

[snoopy12] 04/5/2020 07:09

Just had a quick glance at the results. The cash burn needs to be checked.

[hazl] 04/5/2020 06:40

Couldnt sleep Luke?

[lukehold] 04/5/2020 01:02

https://twitter.com/formula1game/status/1257005075651756032?s=21

[lukehold] 04/5/2020 01:02

https://twitter.com/formula1game/status/1257005075651756032?s=21

[lukehold] 04/5/2020 00:57

New Nivea and Santander ads seen in F12019 Esports GP with Gfinity. Previously it's only been F1 sponsors and Fnatic. Nivea = Publicis Groupe

[lukehold] 04/5/2020 00:57

New Nivea and Santander ads seen in F12019 Esports GP with Gfinity. Previously it's only been F1 sponsors and Fnatic. Nivea = Publicis Groupe

[girdz] 03/5/2020 19:02

Love a rebel. Haha

[hazl] 03/5/2020 16:47

And I haven't forgiven him yet.

[hazl] 03/5/2020 16:46

Ha girdz!
I have always been a rebel can't you tell?

[girdz] 03/5/2020 16:44

Hazl, you've always had a soft spot for Aiden and note he has brainwashed you with conspiracy theories!!!

[hazl] 03/5/2020 16:38

25938 Aiden I have always thought that is what they are mainly concentrating on.
Tracking everybody for their interest not ours.

Not testing nurses doctors.

Not procuring PPE equipment.

So clearly,the idea of tracking people suits them.

To follow, more tracking,less and less freedom and definitely cryptocurrencies.
This Government and others are so transparent!
In my opinion .

[aidenabettin] 03/5/2020 16:16

Is it the beginning of the end for the AIM mafia?

[hazl] 03/5/2020 15:05

Especially as one poster talks about nothing else I assume he /she is affected by it.

I would rather talk about BIDS Bidstack.

Can only assume they are trying distract yet again from the true purpose of the thread.
Interesting hire for example going on currently.

[hazl] 03/5/2020 15:01

So is there no substance to it?
That has not been addressed.
I don't know but I am just asking points of view.

[girdz] 03/5/2020 15:01

Mike turner used to post on both of this forums. .He is behind the bidlievers forum