Bidstack Share Discussion Threads

[superg1] 02/8/2019 08:17

Dynamic in-game advertising. This type of advertising has been around for many years. IGA worldwide went bust along with others. EG In 2008 it was used to promote a party on such advertising in swing vote states in the US.


But the main apparent issue having seen some have gone buts.

Take someone like Nike with a big sports game like FIFA. The game ones do a contact with Nike, Mike may demand exclusivity. etc.

So along come Bids and say to Fifa, forget Nike and it's guaranteed income. Anyone can advertise etc etc it's the in thing.

The fact is the advertising space is the same with the same air time to the same audience. But with bids they will take a portion of the revenue, didn't they say 40% margins for them. Also in the note it talks about 5% update 10%, 30% etc. In other words it's a system which builds up the sale of advertising space.

So then in comes the disruption factor with folk like Nike saying go with that and we'll pull out our entire advertising contract with every game you have. That's how big names bully others.

[hazl] 02/8/2019 08:16

Players have a taste of the latest games and technologies like VR during ChinaJoy in Shanghai.


CHINA'S “Belt and Road” initiative aims to create a modern version of the Old Silk Road, but instead of exporting products like silk and porcelain, it is providing a conduit to take the mainland’s game and entertainment services to the world.



The digital Silk Road was a highlight of the recent ChinaJoy show in Shanghai, Asia’s biggest game fair.



Among new developments, a Chinese developer is turning “Game of Thrones,” the fantasy world first described by American author George R.R. Martin, into a mobile game, and the 600-year-old Chinese saga “Journey to the West” will become a Sony PlayStation game.



“Games are part of the future world, connecting everything across countries and cultures,” Edward Cheng, vice president of Tencent, told a forum at ChinaJoy.



The four-day ChinaJoy ­— which is officially called the China Digital Entertainment Expo and Conference — attracted 342,700 game fans and visitors last week.



Chinese game companies, including Tencent, Perfect World, Shanda Games, Linekong, Youzu and Ant VR, are becoming more sophisticated in their pursuit of markets along the digital Silk Road.

[parob] 02/8/2019 08:15

JD:I will cover off more of our plans SOON - and Simon will be able to share more on our investor event in September, shortly. We are completing three years of work in one year - and that means a RELENTLESS PUSH THROUGH the coming 5 months and beyond. This acquisition ACCELERATES the groups growth. THIS IS JUST THE START.

[hazl] 02/8/2019 08:15

To think they are over in China the hub of eSports is tremendous.

[hazl] 02/8/2019 08:13

MONEY GENXYZ THAT WAS A SUPER LINK THANKS!

[ratpat999] 02/8/2019 08:13

How big is your short SuperG ??

[superg1] 02/8/2019 08:09

Still researching and each time I do the thought of BIDs not doing well I creases.

First up you have the simple numbers where the forecast was based on.

24 LIVE games by the end of H1, 42 LIVE games by the end of H2 as it stands they are going to miss the full year revenue by a mile if we go by the details in the note form which it was formed.

At some point they will have to update the market.

[global nomad] 02/8/2019 08:08

lets hope we get three years of share price improvement in one year...maybe thats already happened?

[hazl] 02/8/2019 08:08

I think fundamentals will be more important as the year wears on but I think by then BIDS will show it can do it!

IMO

[hazl] 02/8/2019 08:06

...thanks ....there what did I say?!
They are completing three years of work in one year!

[global nomad] 02/8/2019 07:50

just perusing Pinterest (I use it a lot) quarterly results and contemplating the idea of a unicorn company running at a loss.....$261m quarterly revenue and $1.1bn quarterly loss. their shares rose 12%.

the company blamed larger than expected net losses in the quarter — of $1.1bn compared with $38m in the same quarter the previous year — on “one-time̶1; expenses “as a result of the company meeting the performance vesting condition tied to the IPO for all historical restricted stock units”.

This is what the fundamentals of a 21st century successful tech company looks like.

[parob] 02/8/2019 07:33

A very exciting few months lie ahead!For anyone interested Barchart remains at 100% BUY despite yesterday's mini-dip:hTTps://www.barchart.com/stocks/quotes/BIDS.LN/opinion

[moneygenxyz] 02/8/2019 06:21

JD post this morning

“We are extremely proud to have announced our first acquisition since floating onto the London Stock exchange. Pubguard’s technology enables Bidstack Group PLC to protect gamers and game developers from advertising fraud across all platforms and ad formats.

Given our goal to become the biggest media owner within the world of video games, we are preparing all operations and technology for borderless and frictionless scale - Pubguard are a major step toward that.

I’d like to welcome Justin, Chris and their team, into our London and International offices.

I am looking forward to working with them all personally upon my return from Shanghai, on the commercial opportunities this immediately opens to us.

I will cover off more of our plans soon - and Simon will be able to share more on our investor event in September, shortly.

We are completing three years of work in one year - and that means a relentless push through the coming 5 months and beyond. This acquisition accelerates the groups growth.

This is just the start.



Ps - I’m aware I need a new headshot! #advertising #bids #ingameadvertising”

[parob] 01/8/2019 20:31

BIDS tweet:We're excited to be at ?#ChinaJoy? this week on the ?@uk_ie? Trade Mission. Our CEO, James Draper, will be speaking at the UK Video Game Demo Day about some of the reasons game developers are working with us. If you'd like to meet up, drop us a DM!hTTps://tinyurl.com/yxsnygot

[lukehold] 01/8/2019 20:31

Just catching up here, great to see Dave Cox - VP taketwo interactive m is a big fan of Bidstack. Liked just about every linkedin post including the lumen research piece.

[hazl] 01/8/2019 18:48

'The development of brand sponsorship is also crucial. Imagine if at the 2024 Olympics, star esports players such as Faker, Coldzera, or Dendi step out wearing the latest in specially developed Nike esports performance wear or a Supreme limited edition drop, with a plethora of sponsors from Tesla to Converse All Stars. In turn for their investment, sponsors gain access to a huge and ever-growing community where they can influence a hard to reach demographic.

But brands beware – the esports community is a hugely socially connected group who grew up with the internet, live-streaming and the concept of belonging to communities that span the globe. The community has built itself from the ground up and are harshly critical of inauthentic or ineffective attempts at brand engagement. The employment of experienced creative agencies and dynamic in-house teams is required to ensure your brand doesn’t end up the subject of a very public thrashing on the esports boards of Reddit.

Yet with the combination of these two elements it really isn’t hard to see a future like the one we imagine. With heightened financial incentives for players, industry rebrands, and image right sponsors, esports can position itself as something truly innovative, aspirational, and diverse. '

from Lovegunn

[2350220] 01/8/2019 17:01

Blimey moneygenxyz,
I'll have to listen to that Stars video if I can't get to sleep.
Where did they get that voice over bloke from!!ha ha,
John

[parob] 01/8/2019 16:21

Added another chunk earlier when the offer dipped below 31.5p. Hoping/thinking this might be the last dip before material news and the build up to it.

[hazl] 01/8/2019 16:03

We have some excellent posters , providing evidence that Bidstack might be fairly quiet but they are clearly working 19 to the dozen behind the scenes!

[moneygenxyz] 01/8/2019 14:54

JakInABox you laughing at or with me?

I think I’m laying out some pretty decent evidence here.

MVP today.

[moneygenxyz] 01/8/2019 14:34

Guys another piece in the Jigsaw?



Dave Cox VP sales and distribution of Take two interactive (GRAND THEFT AUTO, Red Dead redemption etc) liked the Pubguard announcement on LinkedIn.

Stars aren’t aligning they are crashing together to form a Galaxy - somewhat like this (note the title of that video):

[hazl] 01/8/2019 14:26

The rest of your post is great!