Bidstack Share Discussion Threads

[steveb73] 07/7/2019 12:24

That Youtube video and Elonex link are both regarding the DiRT 4 game though, which was released in 2017. Bidstack have a deal with Codemasters for DiRT Rally 2.0, which was released earlier this year. They are different games, though both were developed by Codemasters.

[hazl] 07/7/2019 12:05

...fair points.

Separately I don't think applovin is to do with here more a different investment .

[lukehold] 07/7/2019 11:48

This is my only short term concern, the numbers may be lower than expected. If they are and share price takes a dip I'll be topping up.Reasons for concern:-All the YouTube I've seen of Cricket Captain 2019 YouTube shows no active ads just game and publisher ads- FM still shows bidstack ads which to my mind indicates a lack of orders/awareness - FM shows many charity ads which may be done at charity rates?- Delay to launch of Grid- Dirt has many hard coded ads https://youtu.be/9kiKL_Y6jwMhttps://elonexoutdoormedia.co.uk/elonex-revs-dirt4/Elonex will be aware of bidstack now, I'd be very surprised if Codemasters do any of these Elonex style arrangements again in the future.I did spot some Adidas ads and puma ads in the games which is encouraging.

[moneygenxyz] 07/7/2019 10:08

That would be the icing on the cake SJA!

Imagine.

[sja123] 07/7/2019 09:56

I wouldn't rule out an "ahead" revenue RNS to come down the road also....the forecast for revenue this year was £5.9m from memory....they did that £317k with barely a full month trading last year....it's quite possible they could get closer to £8m revenues for the year IMO....maybe more with other games coming online during the year....it's not nailed on of course....but personally, I'm expecting an RNS like that at some point when visibility of revenues becomes obvious to them...

All IMO etc

[moneygenxyz] 07/7/2019 08:17

No worries!

Exactly Parsons, a nice place to be although a lot of pressure I’m sure

Just thinking, if we use the assumption of the 15% agent fee and Bids turned over £317k last year, it would mean gross advertising revenues are somewhere close to £2m for anywhere between 1-3 months. Sounds more impressive when you gross it up!

[parsons4] 07/7/2019 07:51

I agree moneygenxyz my guess is 62p as I believe there must be some major deals being discussed right now. The main point here is that all of the industry want to be the first in the market. BIDS are just waiting for those orders with no competition !!!

[hazl] 07/7/2019 07:50

Thanks for the links moneygenxy.

[moneygenxyz] 07/7/2019 07:24

Hazl, console games are important but I don’t think we should forget mobile games of which there are many.

People seem to major on the big console games but the bread and butter may well be the gaming apps which are designed for ads and currently have extremely annoying and intrusive pop-up ads. Bidstack solves a real developer conundrum here.

They would be the easy wins. Transformational wins being the big games but we can layer them both up nicely which derisks the customer base.

Cognitive dissonance of developers:


Size of the mobile gaming market with cool info graphic:

[lauders] 07/7/2019 03:06

As it is fun I will go with 48p. When you take into account the talent pool that is being put in place here (see below and previous post to key players at BIDS) you can see that the potential is great just needs the highlighted parts below to fall into place too or someone much bigger decide to take out BIDS first as per Grapeshot.

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.”

[hazl] 06/7/2019 16:30

QUITE USEFUL.

[global nomad] 06/7/2019 16:23

i think we would all agree that any deal news would change the complexion of this completely and quickly and all bets would be off re the share price ...we're in the slightly odd position of being in/on the threshold and thus our predictions for the share price several weeks away may be biased towards not having that news...

we're also looking at any information that will confirm the previous revenue expectations (or exceed them) and anything that will indicate how quickly they may ramp up..that will satisfy many of the more cautious investors and hopefully add to the buying pressure. The price holding last week with lower volumes remains reassuring

enjoy the rest of the weekend

[hazl] 06/7/2019 15:35

Lukehold is that an entry you want included?
No probs if not.

[hazl] 06/7/2019 15:34

I think it's absolutely brilliant how honest I feel people are being.
Most seem to acknowledge that James has indicated that they will be working so hard at following up on gains/contacts they have made and that news might well not be in the public domain until after this date.

I have noticed though that sometimes things come out of the blue and an announcement has to be made; especially with this share!
I imagine most people like me don't want to be caught unawares and wait with enthusiasm for the next piece in the puzzle!
I am particularly excited in this industry and the over-view is fascinating!

[snoopy12] 06/7/2019 14:20

Hazl I will be conservative and go for 50p this quarter and surely by Christmas anything £1 plus which was the figure in the back of my head from the onset.

[lukehold] 06/7/2019 14:18

Having given the e3 interview another listen. Although people we're disappointed so much fanfare and build up was made for no news. It's an exciting time now we're in Q3 I think we'll be mid 40's but any significant news of new titles with a new publisher this will go crazy and hit 60shttps://www.voxmarkets.co.uk/articles/bidstack-live-company-group-and-eco-atlantic-oil-gas-f037055/

[stoaty1] 06/7/2019 14:06

I think that in 5 weeks we will have had some news, may not be major, but a good step in the right direction. I think the figures will be in line, but the statement very positive, hence 44.5p.

[roleybirkin] 06/7/2019 13:18

For the share price to hit a new high a number of things have to happen:-
- Half year results have to be well received - that is numbers less but the statement bullish
- One more significant announcement - Maybe a F1 tie up with Codemasters
- Institutional investors start to have a good look at progress

James has been quiet of late but maybe just maybe he is keeping his powder dry for a big one?

I am going 34p for the 15th August - The share price will still be waiting.

[pauliewonder] 06/7/2019 11:28

52p but i hope that turns out to be very conservative. By end of q3 I expect this to be nearer 3 figures all being well.

[hazl] 06/7/2019 10:11

'Advancements in artificial intelligence skyrocketed in 2018, putting Baby Boomers on edge as Gen X’ers came nowhere closer, therefore, staying at the rear end of technological science. Millennials, however, are at the brink of technological science, creating a wave of idealism and multicultural vision that will push through all ends and stigmas. While machine learning is concerned to be highly difficult to grasp for the average 90s layman, this technological barrier, therefore, might create a breakthrough in automation, in more ways than one. '

From above.

[hazl] 06/7/2019 10:10

THIS IS OF GENERAL interest millenials where this is all going...the over-view is very important I think.

'

[hazl] 06/7/2019 09:50

I know one ought not to go on this alone but still it is encouraging.

[hazl] 06/7/2019 09:42

Have decided to leave posting list for now to give people that haven't voted time over the weekend.
There are those working that perhaps might like to take part?
If not it's ready so no problem.

So Monday might be a better day anyway to post the predictions for price week ending 16TH AUGUST!