Bidstack Share Discussion Threads

[hazl] 02/8/2019 09:08

' some similar companies such as Friend Times also performed well at ChinaJoy in that year. While deepening their connections with the audience, they also conveyed a sign to more players and peer companies that the “female user group” also has immeasurable potential with the help of the stage of ChinaJoy. In addition, big companies such as Tencent and Seasun Entertainment are also increasing investment in female user market in their own ways. However, as one of the top digital entertainment events in China and even in the world, ChinaJoy not only promotes the understanding between game makers and female players, but also bridges the BTOB cooperation among female practitioners in addition to building a bridge of BTOC communication.'

[hazl] 02/8/2019 09:06

'Let's start with a set of data. According to data in 2018 China Game Industry Report published jointly by the Game Publishing Committee of China Audio-visual and Digital Publishing Association (GPC), CNG and International Data Corporation (IDC), the actual sales revenue in Chinese game market in 2018 was about 214.4 billion yuan, which was up 5.3% year on year and accounted for 23.6% in the global game market. By the end of last year, the number of game users in China had reached 626 million, of which 290 million were female users, an increase of 11.5% year-on-year. In such scale, female users created about 49 billion yuan of consumption in the Chinese game market in 2018, an increase of 13.8% year-on-year.'

[superg1] 02/8/2019 09:01

FFS
I can see why PIs get caught.

The NOTE from 2018 by Peterhouse is what the rune forecast is derived from.

They based their forecast for H1 24 LIVE games, LIVE = up and running ads going in. 42 by year end.

Has everyone bothered to read the note and digest what it says in it.

They use a 320 mill games sales/download figure in the note. The only game of note so far is Dirt rally 2 which came out in Feb but won't be active until the back end of Q2. EG no impact Q1.

That's 1 game added. Then you have Grid going in September, if it follows the same path as Dirt then it won't be active re ads until the year end.

Where are the other 30 plus games the note is based on. They use big game examples in the note.

So yes as it stands the H1 is going to be missed and full year by a mile.

The Nomad REFUSES to explain what the sentence meant in results even though they have signed it off. They have released it as news and REFUSE to confirm what it means even though it is in the public domain as regulated news.

Companies have to inform the market of revenue misses, it's just a countdown until they do that perhaps with the pressure turned up by challenging the nomad.

Yes they can have other news, but as pointed out this is not a new sector as paraded by BIDs, companies have been and gone in dynamic advertising and when you think about the logic of it, the advertising space is the same but anyone can advertise knocking the big names air time down with the in-game guys taking a slice of the advertising pie from the game owner.

I looked as everyone was going on about it and unfortunately many have piled in without reading the detail.

I'm glad to see some are in early in the single pence level, well done to those. This share will be loaded with those gearing.

[hazl] 02/8/2019 08:58

'Her” age of the game is coming! Women's game market has a bright future
Released in 2019-06-13

When you visit large and small digital entertainment expos, have you noticed that there are more and more female visitors around you than before? In recent years, the constantly updated white paper on the industry also declares such a fact: At present, the proportion of male and female players in the Chinese game market is roughly the same, and even sometimes the proportion of female players is slightly higher than that of male players.'

Excellent!

[global nomad] 02/8/2019 08:52

markets have broadly been knocked back by trump/china johnson/no deal etc....very little positive sentiment around today...

[hazl] 02/8/2019 08:51

This is a clear range.


IMO

[hazl] 02/8/2019 08:50

Fudge you are like eeyore!

You don't think China is good news the centre of gaming?!

[fudgerella21] 02/8/2019 08:45

Shame it's dropping like this, thought we had found a new base in the 33 - 35p range. Hope its not going much lower. Dont really see why it should, based on the news and hints coming. I was expecting a strong day today, based on more news early next week.

[moneygenxyz] 02/8/2019 08:43

Hawkind - he definitely has confirmation bias.

The fact EA are open to in game advertising is a positive

The fact they moved it in house and still haven’t got a dynamic offering is positive

Basically... BIDS is a solution that they probably need and will be open to.

[hazl] 02/8/2019 08:40

People are waiting for a move and as ever will be down to expected news.

I believe this one is tightly held.

[hazl] 02/8/2019 08:38

Actually the shareprice seems to be following a consistent range at the moment ,as it treads water.
A good sign I think.
A mixture of those traders who trade such ranges but a solid swathe of holders even if there is some movement between them.
If that makes any sense.

[bibdaddy] 02/8/2019 08:37

He goes in one ear and out the other!

My gut feel is he is just a philanthropic felLow and owns FA!!

[ratpat999] 02/8/2019 08:36

It’s a planned attack on the price he has been hinting for days on other boards about the danger and then goes all out to lower the share price, maybe he thinks the sellers will go back to VRS his super stock??

[bibdaddy] 02/8/2019 08:32

SupoerG-how many shares do you hold?

[moneygenxyz] 02/8/2019 08:30

Quite interesting that one though tbf.

Happy for SG to walk down the share price I want more!

SG is there a price you’d actually be happy in paying? Or has your research put you off completely?

[ratpat999] 02/8/2019 08:28

Wow! Obviously a big short SuperG ,
We all bow to your superior knowledge 👍

[superg1] 02/8/2019 08:28

EA sports 2010

Recognizing the potential for selling their dynamic in-game ads direct to advertisers, EA held its inaugural upfront event in New York on Monday as it pitched its range of properties to major advertisers and media buyers. The company said it will take sales operations for its dynamic in-game ads in-house, ending its relationships with networks Massive Inc. and IGA Worldwide for all of its titles released from August onwards.

As a result, the company made the decision to bring its sales operations in-house across all platforms and brands, cutting its ad network partners out of the loop.

As shown both ad companies went bust.

Rapidfire still seems to be running and a check on a link to another dynamic in-game advertiser went to the Rapidfire website which means they acquired it. It would seem Rapidfire have been down the Dynamic route and perhaps are still in the space.

EA took it in-house IGA went bust.

This doesn't look new, far from, it and the big game names have seen it all before.

[global nomad] 02/8/2019 08:28

Even if those multinationals like Nike want exclusivity this will give them an enhanced opportunity to improve their in game advertising, the can change ads at will, target ads more carefully and run a variety of ads concurrently in the same game. they can move from generic ads to specific ads. and all advertising is moving towards a more niche model where people want to feel a personal connection with a brand rather than feeling like one of millions so this taps into that shift.

lots of things change, especially on a ten year view. you may as well go back further to the dot.com era and use that as a measure.

[stevoc1964] 02/8/2019 08:28

Pre programmatic days. Why not complete your research rather than give a running commentary?

[superg1] 02/8/2019 08:21

In 2007 IGA worldwide launched Dynamic in-game advertising

LONDON - In-game advertising company IGA Worldwide has signed a multi-year agreement with games publisher Activision to feature ads in several games on Sony's Playstation 3, including 'Guitar Hero World Tour'.

2012

For those of you who don’t already know, early 2012 saw in-game advertising networks Double Fusion and IGA Worldwide mysteriously go out of business. Both companies were phenomenal pioneers in the industry, and helped make the in-game ad industry the success it is today. In the blog post below, we’re going to take a look at some of the reasons and factors that led to their unfortunate decline.

These networks flourished for a while by having big name game developers like Electronic Arts, Konami, Atari, etc, join the networks where both parties could continually generate advertising revenue even after a video game’s release.

IGA Wordwide and Double Fusion saw large-scale staff layoffs, and were unable to meet revenue goals. Then all of a sudden in early 2012 IGA Worldwide and Double Fusion just ceased to exist.