Bidstack Share Discussion Threads

[stoaty1] 24/7/2019 10:08

fudgerella21, we are only 1/4 of the way through Q3, and although news is definitely expected, it is Q4 that it is suggested will be the richest for news.

[girdz] 24/7/2019 10:02

Turn it in fudge. Constant whining that news haven't been delivered. Really think BIDS is working to their own time line and not yours. Q3 is three months long and not even our first month yet. You expect to be made a millionaire overnight!!

[parob] 24/7/2019 08:56

In the last podcast JD said he expects to release a whole bunch of news in Q3 so we must be getting very close.

[fudgerella21] 24/7/2019 08:51

I really do feel its a shame we have not had an update by now. All the talk from JD prior to E3, really got everone over excited, and he was dropping heavy hints at news. Really shouldn't be allowed to do that, if the news wasn't ready!

[hazl] 24/7/2019 08:35

People are all wondering either when to add to their stash,or when to get back in!

[hazl] 24/7/2019 08:33

Of course the fact that posters are enquiring about us and the figures,
suggest to me, that they are interested and a gain of share-price is getting nigh....

[fudgerella21] 24/7/2019 08:27

I hope this rns hurrys up!

[hazl] 24/7/2019 07:04

Thanks homebrews and McFly you have done the hard work for everybody else.

[stoaty1] 23/7/2019 22:09

superg1, I have a lot more respect for you after your honesty, that was a big thing to do.

[parob] 23/7/2019 20:21

Yep a great write write up and comments from JD, Simon Gosling and Rob Dembitz.Here's the copy:Bidstack Appoints Dembitz as New Chief Commercial Officer and Announces Gosling as Chief Marketing OfficerJuly 23, 2019Bidstack Group (LSE:BIDS), the native in-game advertising platform, announced two new hires – with Rob Dembitz appointed as Chief Commercial Officer (CCO), and Simon Gosling named as Chief Marketing Officer (CMO).Gosling joins Bidstack as CMO, bringing with him more than 25 years' experience of working at some of the most recognised companies in advertising. Prior to this, Simon worked as Futurist at Unruly, where he was responsible for leading – from concept to completion – the 'Future Home' project, giving marketers a glimpse of the future in regards to connected homes. As a result of the project, Gosling was named New Tech Pioneer of the Year at the 2018 Campaign Tech Awards, and was invited to speak at industry events including IAB Engage and DMEXCO.At Bidstack, Gosling will use his passion for innovation and vast industry knowledge to help improve the company's positioning, ensuring that clients and partners understand the value of the solutions it offers.Simon Gosling commented: "I'm thrilled to start working alongside such a talented and ambitious team who are at the cutting edge of digital advertising. Through its proprietary ad-tech, Bidstack enables brands to reach gamers at scale, at a time when the gaming market is larger than film and music combined. New technologies, such as 5G and cloud-based gaming, are set to increase the already huge global gaming audience (2.5 billion) exponentially. Bidstack possesses a tremendous vision for the future and I am excited to be part of a team where so much innovation is taking place."Rob Dembitz joins Bidstack as CCO, having spent the past decade in private equity backed media businesses, including EMI and Cannes Lions, where as Global Head of Innovation he launched three new businesses in three years – Lions Health, Lions Innovation, and Lions Entertainment. He has an MBA from London Business School and is a frequent speaker at media and marketing events around the world. An expert in business planning and development, he will aid Bidstack in creating clear commercial strategies to further position them as the leading in-game advertising group.Rob Dembitz said of his new role: "I'm excited to be joining a company which is thinking years ahead in terms of digital advertising and is devoted to reaching a rich, growing audience across the gaming ecosystem, enabling brands to unlock a channel that has been hitherto inaccessible."Commenting on both appointments, James Draper, CEO of Bidstack said: "Adding Rob and Simon strengthens our management team as we put into place the foundations for the international growth of Bidstack."Rob and I recently attended Cannes Lions and his network became clear very quickly during our time there. Rob has connections with people at the highest levels of the world's largest and fastest growing advertising agencies, and his professionalism and experience will help all our department leads as we scale our operations."Simon has a background in building out the core messages of new and innovative products and verticals. Having witnessed his TED talks and other speaking appearances in person – we knew he would be the perfect candidate to continue the education process of our offering, to both game developers and the advertising community."

[stevoc1964] 23/7/2019 20:09

Good article. Apologies if already posted:-https://adtechdaily.com/2019/07/23/bidstack-appoints-dembitz-as-new-chief-commercial-officer-and-announces-gosling-as-chief-marketing-officer/

[mcfly79] 23/7/2019 19:30

Thanks homebrew,I think we're both agreed there is no near term need for a placing, especially factoring in the step change in revenue forecast in Q4.

[homebrewruss] 23/7/2019 19:11

Thanks McFly, I think we're broadly on the same page.
I've changed the references to 'cashburn' in my post to 'expenses' (costs) as that's what I meant and to avoid any confusion.

[mcfly79] 23/7/2019 18:50

My take on cash flows in H1:

As at 31 Dec 2018 cash was £2.1m

After the £5m placing completed on 14 May we were told cash was ‘in excess of £6m’.

There would have been placing costs of perhaps £0.2m. Therefore cash burn in the first 4.5 month of 2019 was under £0.9m, or under £2.5m annualised.

I’d think cash at 30 June 2019 would be in excess of £5.5m.

[hazl] 23/7/2019 18:17

Oh parob 5283 thanks for that interesting link.

[snoopy12] 23/7/2019 14:14

Wow,missed all the action,SG I get where you are coming from but this is disruptive technology still in its infancy because it still does not have a large order book. VRS started in pennies went around the £2.00 mark before shorters started shooting it down I went go into the details.
Completion can pop around without any notice so I hope they are proactive.
The black cab fraternity thought they were invincible until they got the wake up call from Uber and now Uber is listed still has not turned a profit and the whole valuation is subjective.
I think Draper is pretty much switched on and the team he has behind him are pros who are not here to ruin their careers.
Also I bought to your attention when it was between 10-15p and you were sceptical of fund managers then. It was Killik who was selling the shares probably on behalf of a client.

[moneygenxyz] 23/7/2019 12:53

I mean think about YouTube revenues.

I don’t think we are fully valuing the opportunity here. If that is the case, and BIDS are part of the chosen few...

I never saw Google getting an ROI for YouTube in 2008.

How wrong was I...

[hazl] 23/7/2019 12:39

SCROLL DOWN FOR THE VIDEO

[hazl] 23/7/2019 12:18

sja123 is a very sensible poster who has you filtered; until you post something worth reading says it all for me.

H

[hazl] 23/7/2019 12:17

Again you could have researched quietly but instead, you knock the clear experts here, who have followed this company through every twist and turn.

The negativity really isn't needed UNLESS you unearth anything that WE haven't found.
Doubtful in my book.

[superg1] 23/7/2019 12:08

To the sensible folk.

Any idea re likely cash burn this H1, results should be due the end of September.

Salaries for 2018 were something like £720k, but staff have multiplied now and that trend is continuing.

What the feel for the amount of cash needed next time £5 mill to £10 mill (finger in the air) more????

[hazl] 23/7/2019 12:02

Seem to be some decent-sized trades earlier taking advantage of the dip.