Bidstack Share Discussion Threads

[fudgerella21] 21/7/2019 21:28

Mmmmm these numbers when released, will certainly be very interesting. If we do get 2.5m or above, that would be very impressive.

[scottman72] 21/7/2019 21:23

It was £300k for just over 1 month of FM alone. Since then there has been a lot done to develop the advertising integration as well as dsp signup. 6*£300k is £1.8m. So I’d expect more than 1.5m for FM alone. Then add in 500k for both DR2 and another 500k for social soccer, then that’s approaching 2.5m before whatever CCap’n can achieve.

[roleybirkin] 21/7/2019 20:28

I would expect Football Manager to pan out as follows:-
- Q4 rev - £317k
equates to £634k for six months
new customers live first half to double that number so:-
- 1st half FM - £1.268m
Sundry rev Q2 from Dirt Rally 2 - £300k

It looks like £1.5m may be the number.....

Second half is pencilled in at £4m plus....

[fudgerella21] 21/7/2019 20:05

So thats not many then for the first half. To be honest if thay can bring in 1.5million then they are doing will.

[lukehold] 21/7/2019 19:39

Football Manager 2019 released on 2nd November 2018 Dirt Rally 2 will release on PS4, Xbox One, and PC on 26th February 2019Cricket Captain 2019 released 30th May 2019Grid pushed back to Oct 2019Social soccer and whether the others came off I don't know.

[fudgerella21] 21/7/2019 18:10

How many games are bids actually in at the moment? That might give us a revenue idea for the first half.

Wasnt the 300k revenue figure from last year based on just 1 game in only 3 months? Might be wrong about that!

[roleybirkin] 21/7/2019 10:36

Scotman72, you are correct but my feeling is that revenue to end June will likely be around £1.5m, maybe a little lower.

The games coming live with Bidstack are geared to the second half...

The broker forecast for 2019 is £5.9m - It would certainly be good to see the company drive through that number.

[stoaty1] 21/7/2019 09:23

6m very unlikely, but yes, that sort of rise would be very positive for the sp, but not as positive as a large sign up of a Codemaster type gaming company or even more so if a large Chinese company. However, no problem Scotsman, everyone has their own opinion!

[fudgerella21] 21/7/2019 08:54

I think 6m in the first 6 months, might be a tall order. But who knows!

[scottman72] 21/7/2019 08:37

I'd actually disagree. The outlook has been stated for quite a while, so is expected. Even being expected to be more positive than before based on the E3 and later comments. But if the revenue is detailed higher than predicted this will potentially have a massive impact on the shareprice as this will be viewed as not only confirming the viability of the 'product' but will also provide credence to next years 20m revenue but potentially higher.
For instance, if they report that they have actually achieve 6m within 6 months rather than 6m over the year, expect the share price to at least double.

[stoaty1] 21/7/2019 07:03

Scottman72, not sure the figures really matter at this time. However, the outlook in an RNS is important,it has to be realistic and likely as opposed to thoughts on a podcast. Outlook and better still, news of deals is what is going to shape the direction and speed of the sp's growth in my opinion. However if the figures are in line or better, that of course will help.

[scottman72] 20/7/2019 23:35

I'd actually say, if the reporting is in line or more and the outlook is good the share price will rise and vice Versa.

[stoaty1] 20/7/2019 15:15

If the figures are in line or below, but the statement and outlook good, the share price will rise, if the other way round, fall!

[hazl] 20/7/2019 13:01

What I would like to see is follow through, from the interest shown by Penguin books,for example,and various unknown to us at this point.

[roleybirkin] 20/7/2019 12:49

The half year closed end June so a formal trading update is likely due end August or into September.

A more informal announcement could be delivered any time now as I can only imagine they know the revenue numbers as well as costs and the level of loss made.

The key is less the numbers but the statement that comes with it....

[reachforthestars] 20/7/2019 12:40

I'd like to dip in here but isn't there meant to be a trading update around about now? unless it's another stock on my watch.

[lauders] 20/7/2019 11:03

Thanks for that video RPITGB. Worth keeping in mind that it is a year old now and things have no doubt changed a lot already. I was quite impressed by BIDS new hire Simon Gosling in the video and good to see Spotify included as one of the sponsors. The future is exciting, example the hairdresser appointment in that clip was an eye opener, and if BIDS can harness all the talents of the new team they are creating the future here is exciting too. My only concern is that such talented folk seem to get itchy feet and move on so I hope it is different with BIDS and they stick around and the company and shareholders become an example of a great business success (acorn to giant!).

Here is the link again:

[global nomad] 20/7/2019 08:58

All the research and testing with snippets of information coming out are all pointing not just in the right direction but in a very good direction ....the blue sky
potential is moving into more secure potential. This will surely pull in more investors as this develops but may take significant news to put it on people's radar. For the moment be happy you are aware of this share, be patient and you will be happy....

[global nomad] 20/7/2019 08:58

All the research and testing with snippets of information coming out are all pointing not just in the right direction but in a very good direction ....the blue sky
potential is moving into more secure potential. This will surely pull in more investors as this develops but may take significant news to put it on people's radar. For the moment be happy you are aware of this share, be patient and you will be happy....

[rp independent traders gb] 20/7/2019 07:41

https://youtu.be/3qDXbj6d8BA. 11.58 mins in. Why the likes of Will Kassoy are here with bids. Hockey stick growth of a business.

[rp independent traders gb] 20/7/2019 07:37

Took Hazls advice and reread RNS' from the start. This is just getting into first gear. December 2018: Frank Sagnier, CEO of Codemasters, commented, "We've been impressed by both the technology and brand reach of the Bidstack team. Most importantly they understand the importance of the quality of our assets and the need to deliver a solution that appeals to both brands and our loyal gamers. We look forward to working with them."A glowing review for BIDSTACK from codemasters in 2018...BIDS is no two Bob mob...Deals may take longer than even JD expected, but, patience will pay off with this one IMHO, DYOR.

[lauders] 20/7/2019 01:29

The Subway case-study is interesting and shows the real potential of this new ad category. I liked these takes from the piece:

1) For example, they might not want to sacrifice valuable match time by leaving the house, and instead be more likely to order in for Subway. With geo targeting, ads were therefore only shown to those people close to a Subway restaurant with home delivery.

2) The in-game Football Manager ads ensured a very high average exposure time of 40 seconds per session. This meant that Subway’s creatives were highly visible and were served to a highly engaged audience, therefore creating a totally different brand experience compared with traditional display advertising. There, 50% of the banner being visible for 1 second is the standard viability measure, far less than was achieved in this campaign.

Shame they did not go into specifics about the results but from this it would seem it was a hit:

Cadreon Turkey and its client are excited about this new creative way of advertising and plan to develop and expand its usage in the future.

[moneygenxyz] 19/7/2019 22:09

My investment thesis isn’t predicated upon this but...

Imagine if the mid year review included revenue of +£5 million.

Bids just absolutely trounce it. Would be life changing.

Not a huge hurdle in the grand scheme of things.

Again, just day dreaming but who doesn’t?