Bidstack Share Discussion Threads

[parob] 30/7/2019 08:57

It seems we are on the verge of a major breakout.

[global nomad] 30/7/2019 08:44

Superg, if you have been doing research before investing then I would expect you to understand much better especially as you suggest that is your typical modus operandi. The method you are discussing is the superficial understanding of the application not even the hidden depths of the technology. There are plenty of companies that I don't understand the details but see the investment benefit but you continue to show that you don't get it. We are so far beyond buying kids games on consoles that you must have done that years ago. I hope you at least bought a few as a risk investment before deciding to buy more, but alas you may be buying your first holding at a much higher price. Fair play if that is your approach but recognise that many of us understand things that you don't.

[goodbloke1] 30/7/2019 08:41

The point he was making , I believe, is more money is made from the advertising incorporated within the free digital games than the hard copies.If you have huge numbers of gamers all over the world playing a very popular game than of course the revenue from adverts is very considerable and of course BIDS wants a piece of that pie!

[homebrewruss] 30/7/2019 08:39

Superg, you need to understand the software development process. Traditionally adverts were baked into the game on either physical or digital media.
To change this the software developer needs/needed to rewrite part of the software and rerelease every time they have a new advertiser. Costly and not flexible

[scottman72] 30/7/2019 08:38

stoaty1, you beat me too it :-D

[hazl] 30/7/2019 08:37

flash well timed post....perhaps

[flashheart] 30/7/2019 08:36

Yes plenty to come here gb.

[goodbloke1] 30/7/2019 08:34

Sorry that post was directed at everyone not just flash

[stoaty1] 30/7/2019 08:34

superg, why do you bother posting your nonsense, especially at it is incorrect, and not even close! You are embarrassing yourself again .

[goodbloke1] 30/7/2019 08:33

He mentions a juicy announcement to use his words should come out by late summer I believe.

[flashheart] 30/7/2019 08:28

Talking of which......

[parob] 30/7/2019 08:28

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."

[superg1] 30/7/2019 08:27

Still asking questions as part of the learning process.

In game advertising.

Historically all games were physical sales and thus the advertising in them could not be changed. Bids software can do that it seems, I may have read it wrong.

I need to read up but does the advertising relate to digital sales too. Are digital supplied games subject to the same lockdown 'problem' on advertising.

BIDS revenue

So it seems the forecast so far is entirely reliant on advertising space sold on Dirt 2 and Grid when it releases in September. Having been through the process of buying these games for kids I'm well used to watching expensive games being abandoned after the initial excitement, with the old favourites dominating the gaming sector.

EG in mid July to get into the top 10 of games sold you need to sell more than 2,500 in a week, Dirt 2 doesn't feature in the top 10. To make the top 40 more than 1000 sold for the week.


Info from the web suggests Dirt 2 100k to 200k sold with 633 owners that played concurrenlty it yesterday.

That to me doesn't sound like a blockbuster that is going to bring in the revenues forecast. Unless of course that is the anticipated number of players they used for their forecasts. After all Dirt 1 data was available.

[flashheart] 30/7/2019 08:26

There's always a loser late to the party stoaty. Happens all the time.

[scottman72] 30/7/2019 08:26

At £5 I’ll have bought a mansion a retired 15 years earlier. :-D

[global nomad] 30/7/2019 08:25

Good to see new posters arriving. Welcome. Let's see if we get some of the cynics back too.

[fudgerella21] 30/7/2019 08:25

Thats on a vox market podcast by the way. Forget the guys name that said it. But JW as him regularly. It wasnt JW doing the interview when the guy said it though. (Just to back myself up).

[scotty666] 30/7/2019 08:25

AlH it is not an illiquid AIM tiddler.

[stoaty1] 30/7/2019 08:24

Just read the last page of AL H's posts, everyone of them a de-ramp.
I think he is the cheeky monkey!!

[fudgerella21] 30/7/2019 08:23

I think £5 might be cheap if this pans out. Ive heard mention on pods cast, a take over price in the low billions! Thats anywhere between £5 and £25 per share in my book!!!!! Nice to dream though

[sweendog21] 30/7/2019 08:23

Keep on moving 50p before friday :)

[bibdaddy] 30/7/2019 08:20

So £5 per share...mortgage paid and retirement 5 years earlier than predicted! I can only dream!!

[goodbloke1] 30/7/2019 08:18

I like the bit where he mentions the huge cloud capabilities where you could have a million players (I believe he mentions from memory) which has huge implications for advertising etc BIDS will play a big part in this I am sure listening to this bloke!