Bidstack Share Discussion Threads

[moneygenxyz] 03/7/2019 08:07

Cheers, so you’d expect a slight affect but difficult to measure atm without any reference point.

[homebrewruss] 03/7/2019 07:46

Money, revenues from grid would already have been H2 weighted given grid was to be released in September.
The H2 weighting reference from JD was presumably in reference to the original grid release date and stadia dates plus anything else they may have up their sleeves for H2.

[mwainw1973] 03/7/2019 07:41

I didn't mention Fortnite mate got me mixed up with another lucky investor

[moneygenxyz] 03/7/2019 07:40

Typical with the games industry.

Do you recon this was already known hence the warning by JD that revenues will be back ended?

[global nomad] 03/7/2019 07:33

was looking to see if i could find what their expectations for grid were and when this would have been defined - really to understand if the model of advertising revenue via BIDS was considered. Haven't found anything relevant yet. I wonder if they are being cautious and once its up and running will update on improved revenue generation (we hope).

[homebrewruss] 03/7/2019 07:23

Slight grid delay no big deal in the grand scheme, although may affect revenues for 2019.

'The Company's expectations for GRID, and its contribution to the current financial year, remain unchanged.' so hopefully there is read across to revenue for bids from grid in the shorter timeframe that grid is available during 2019.

Hadn't realised that grid had won best racing game at E3 which bodes well for the game's uptake.

[stoaty1] 03/7/2019 07:11

mwainw1973, we will beg to disagree on Fortnite, as a free game, with huge numbers, the thought of significant extra revenue for nowt will a/ be irresistible, and b/ might be insisted on by shareholders. We will see!

[bibdaddy] 03/7/2019 07:04

Codemaster RNS today:

GRID® Release Date

Codemasters (AIM: CDM), the video game developer and publisher specialising in high quality racing games, has decided to move the previously announced release date of GRID in order to take advantage of a more favourable launch window during the peak release season, and closer to the November launch of Google's cloud gaming service Stadia, which features GRID as a launch title.

Further to the Company's announcement on 22 May 2019, which stated an original release date of 13 September 2019, GRID® will now be released on 11 October 2019. The Ultimate Edition will be available with three days early access on 8 October 2019.

The Company's expectations for GRID, and its contribution to the current financial year, remain unchanged.

GRID recently won "Best Racing Game" at E3 from Game Informer and DualShockers, and was a Best Racing Game finalist in the official Game Critics Awards. GRID will feature former F1® and current Le Mans World Endurance Champion, Fernando Alonso, who has signed as both Race Consultant and appears in-game.

[throwingmuses] 02/7/2019 22:13

Thanks G, very exciting times here for sure!
Atari 2600....Kangaroo, those were the days!

[germanicus] 02/7/2019 19:57

Just tuned in here to see what all the fuss is about & very interesting it is too!

Those recent appointments look to be real 'heavy hitters' in this industry....something's surely afoot?!?

Be lucky all

G;)

[stevoc1964] 02/7/2019 19:28

Ah yes, Atari. I got hooked on "Mule", on my state of the art Commodore 64.

[roleybirkin] 02/7/2019 19:21

Stoaty1 - I cannot see them getting Fortnite . These guys are very difficult to deal with.
and F1 is a Codemasters game so my guessing is that Codemasters will sign once they are comfortable with Dirt Rally and Grid......

[mwainw1973] 02/7/2019 19:01

So excited to see this story develop, not only as an investor but from a tech point of view and how this changes gaming behaviour, advertising etc... long way from my Atari days lol we are on the edge of a whole new age. Where will we be in a other 30 years time?

[hamidahamida] 02/7/2019 18:51

Bidstack Group (LSE:BIDS) has been one of the darlings of AIM so far this year, enjoying a meteoric rise from around 4.5p in January to an intraday high of 42p last month. And it's no wonder why; blending unobtrusive adverts into video games is set to revolutionise the gaming industry.Just as services such as Spotify utilise a combination of subscription and advertising to generate revenues, it's logical video games should incorporate in-game advertising. The fact an advert could be anything from a virtual billboard in an open-world game to a video banner by the edge of the pitch in a football match simulation makes it possible to place targeted adverts in front of players with no effect on gameplay.Gamers have played online for some time, but like music and video entertainment before it, the future of video game delivery is streaming and Bidstack is also focussing on this relatively new shift for the industry.The gaming industry is almost on a par with Hollywood, with the largest selling game, GTA-V hitting $2.2bn in worldwide sales compared with the largest worldwide grossing movie, Avatar which generated $2.7bn at the box office. Note, that doesn't include DVD, blue ray sales or broadcasting income, but you get the picture; the potential revenues that could be generated from in-game advertising are huge, particularly when you consider the potential of virtual reality moving forward.At the current share price of 31p, Bidstack is valued at around £75m. That's a plentiful valuation for a company without a clear view of revenue numbers, but if Bidstack can successfully build and retain a first mover advantage in this new branch of the sector, it could prove to be justified. The company appears to be doing everything it can to give it the best chance, having already made a number of high-profile appointments boasting senior experience at companies like Disney, Spotify, and Sega.Today Bidstack has announced it has appointed Derek Wise as a Non-Executive Director. Derek is a highly experienced software technologist who was previously the Chief Technology Officer of Grapeshot. At the firm, David took over software development, product, support and operations globally to reorganize and grow the group. Within 12 months of him joining, Grapeshot's revenues grew by 160pc and the team expanded from 120 to over 250 personnel. Bidstack highlights that David was responsible for pitching Grapeshot to Oracle who subsequently acquired Grapeshot in August 2018 for an estimated $400m.Clear visible revenue growth is essential if Bidstack is to swiftly justify and build on its current valuation and this appointment certainly appears to be targeting that goal.James Draper, CEO of Bidstack, commented, "Given the attractiveness of our technical offering we have been looking to add a Board member who has had experience of building and scaling borderless enterprise technology which has then been acquired by a major Silicon Valley player."Derek's technical background at the highest level of gaming, coupled with his intimate knowledge of the contextual understanding of data, is a perfect blend for us and his work as CTO of Grapeshot eventually led to the its acquisition by Oracle."Derek has already been a fantastic sounding wall for our management team and I'm sure that his insight will help Bidstack to accelerate our growth further over the coming years."

[parob] 02/7/2019 16:51

Derek Wise status update on LinkedIn: I'm thrilled to announce joining this exciting board and company. It combines a lot of my passions around games, advertising and great software development. I really love how Bidstack Group PLC enables players to interact with marketing in video games in a more natural and sustainable way. Feel free to reach out to me if you have ideas, questions or opportunities!

[hazl] 02/7/2019 16:07

THIS WHOLE AREA IS SO EXCITING what can be done on the web and how it can be used in multiple ways by firms like Bidstack I expect.
We are living through a technological revolution.

[hazl] 02/7/2019 15:28

A BIT ON GOOGLE STADIA AND 5G

[hazl] 02/7/2019 13:56

PLEASE Do your own research!
I share mine I don't want to sway either way ....that is just a target set by an author on that site.

[invester dean] 02/7/2019 13:48

do hazel romp are is she trusted ? i want hugher to make rich

[hazl] 02/7/2019 13:39

....they say target 50p by the looks of it.

[hazl] 02/7/2019 13:38

thanks for reminding of that site john henry

[parob] 02/7/2019 13:23

hTTps://www.valuethemarkets.com/2019/07/02/bidstack-looks-to-facilitate-the-scaling-up-of-operations-with-new-addition-to-board-bids/Bidstack looks to facilitate the scaling up of operations with new addition to board

[global nomad] 02/7/2019 12:54

Hi JH,

can you explain a little please...seen the buys come in as the bid hit 30 and now coming back up...