Bidstack Share Discussion Threads

[hazl] 02/8/2019 12:15

'Since 2019, the concept of “5G” has been widely mentioned. As the fifth-generation mobile communication network, it has a theoretical peak transmission speed up to tens of gigabytes per second, which is hundreds of times faster than the transmission speed of the current 4G network. With the generation and development of 5G technology, mass consumers are gradually able to experience and share 3D hits, game play and UHD videos with smart terminals. In the 5G age, digital entertainment will bring a revolutionary effect on mass consumers.

5G will make the terminal unnecessary for games

5G has the characteristics of “high bandwidth” and “low latency”. As a result, an inevitable trend in gaming is that all game-related operations and rendering can be done in the cloud. In the near future, mobile phones, tablets, PCs and consoles will all be simplified to display and interaction terminals in the 5G environment, so that mass consumers will be able to play the PC version of World of Warcraft on their mobile phones, and they can also experience the console version of Call of Duty. From the perspective of the game carrier, the games in the future will run without a terminal, the terminal will be unnecessary for game content, and cloud games will most likely dominate. In terms of content distribution, the development mode of “exclusive content + third-party content” may be used for cloud game platforms in the future. As the content provider, game developers are expected to become the biggest beneficiaries of cloud game industry in its formation period.

When the commercial use of a scale of 5G is achieved, the bottleneck of bandwidth which restricts on cloud games will no longer exist. With the core competitiveness of cloud games - massive game content and low cost, domestic companies that provide cloud game services and have the ability of game research and development may have competitive edges in the long run. Tencent cloud, for example, has self-built 10,000 Megabyte cloud computer rooms which provide a global coverage equipped with 20-line BGP top-level network, 800+ CDN nodes, high-IO cloud servers, high-available cloud database with 10,000-level IOPS, a total of 16 major data centers on five continents in the world, and 12 overseas data nodes.'

[hazl] 02/8/2019 12:10

lots of interesting links coming out of the Chinese conference links.
Will sure to be lots of news coming out of this trip for JD I'm sure.

Exciting times!

[manc10] 02/8/2019 11:31

bids down she goes hamid lad

[hamidahamida] 02/8/2019 11:17

Mr Deramper Opti is the ideal stock to short

[arab3] 02/8/2019 10:49

Ask superbg if he remembers all the vrs holders who bought in at 1.80 after the 'golf day ' out. What happened to their missed expectations? !!!!!

[scottman72] 02/8/2019 10:47

Some people just don’t have what it takes to understand real potential.
BIDS already has greater revenue than some other company he’s trying to compare with. Much more influential team and a much brighter future.

[hamidahamida] 02/8/2019 10:45

As the gaming industry is dominating the globe, in-game advertising is also growing in importance day by day for brands. How @subway used @bidstack in-game programmatic advertising to increase its online order intake, while building brand awarenesshttps://platform161.com/resources/in-game-advertising-subway-case-study/

[napoleon 14th] 02/8/2019 10:43

"GLA, except SG"

LOL!

He's sulked on his own thread as well, saying he's out of IOF some months ago & quiting, then comes back, & then quits again because of trolls. I moved to the new IOF thread. Period.

I hold both IOF & BIDS & think they are among the best shares to weather whatever the ERG loonies are preparing. That's if they succeed in selling red herrings dressed as kippers....
Yesterday's by-election shows that strategy can beat the ideological loonies.

[chessmaster10] 02/8/2019 10:42

But do you at least accept that the opportunity here is completely different to the previous in-game ad companies you referenced?

Or is investment purely about numbers and nothing to do with emerging trends and growing markets?

[superg1] 02/8/2019 10:37

You only have to look at MIRI to see the tales of woe of missed revenues and expectations.

Some familiar names there too.

About double the staff of where Bids are about to approach (early days yet) but an eye-watering cash burn of over £1 mill per month.

Revenue for 2018 £416k having had a shedload of investor money thrown at it.

Annual report 2018 in the link



I know "yeah but, no but"

[scottman72] 02/8/2019 09:54

The other aspect to remember is that BIDS analysis of FM showed a £100m per year potential. So this years expected revenue of ~£6m is only 6% of this. Not a lot really, but a lot needs to be in place to utilise the full potential of revenue.

Also note that if FIFA is ~10-20 times the sales of FM then this might suggest a revenue potential of £1–2Bn. Just one game but massive potential, guess Nike wouldn’t be paying that per year then.

This is just the start, GLA, except SG ;).

[chessmaster10] 02/8/2019 09:51

superg1... I share your concern regarding the short-term numbers, but I think you're glossing over the potential for the product.

I wouldn't underestimate the 'programmatic' element here, it's the USP for Bidstack, as to my knowledge they're the only company that offer it.

On top of that, its clear that gaming is moving into un-chartered territory in terms of participation and viewership.

When you compare the opportunity now with companies that went bust 10-20 years ago... its comparing apples with oranges, surely you can see and admit that?

The in-game advertising opportunity 10-20 years ago:
Static ads (just a brand name?) with pixelated graphics, visible to a limited group of participants and zero audience.

The in-game advertising now, specifically with programmatic advertising from bidstack:
Dynamic ads, targeting specific products to specific customers, which can be updated based on the current product / campaign. Streaming service coming online, new and rapidly expanding esports industry with huge participation and global audiences.


What's your time horizon for being bearish? Is it the next 6 months? Then yeah, you may well be right.

If it's the next 3 years+, this investment has every chance of being a winner, IMO.

[mcfly79] 02/8/2019 09:35

superg, I think the note was assuming lots of small games would be signed up, but Bidstack are targeting AAA games and games with large installed bases, which will have higher impression numbers. Look at the figures in the note. Based on 4 games the forecast daily available impressions in H2 2018 was 41 million (driven mainly by FM) , but based on 42 games the forecast daily available impressions in H2 2019 only increased to 62 million. Since that note was written Bidstack announced the deal with Codemasters and will be in 2 AAA racing games (DR2 and Grid). The DR2 adverts were being served from launch, just not programmatically (that was due at the end of Q2). There has also been smaller games added but not RNS'd, such as Soccer Manager since Feb: https://twitter.com/bidstack/status/1092767806146396160 As I said though, it's all about what will be announced in the next 3 months. The plan is to have the full scale programmatic elements in place and sign trade deals with large Ad Agencies and bring on new games. Let's see if that happens.

[hazl] 02/8/2019 09:34

And thats before news!

[hazl] 02/8/2019 09:33

Don't forget the shares supplied were at 34p!

[hazl] 02/8/2019 09:28

well you have to be right occasionally volsung!

[volsung] 02/8/2019 09:24

I might win the competition at this rate

[hazl] 02/8/2019 09:24

Thanks for the great links moneyhenxyz and parob this morning......long might they continue...babysitting grandchild soon.

[hazl] 02/8/2019 09:22

Don't respond...trying to draw people into his conversation....in my opinion.

[hazl] 02/8/2019 09:21

looks loke this today and tomorrow....bearing in mind time differences
and eSmart 2- 5th.

[hazl] 02/8/2019 09:15

“Her Age” of the game comes gradually and silently, which can be clearly seen from the Cosplay in ChinaJoy. In the past few years, more and more players, including many female players, from the Cosers hired by game makers to players participating in the Cosplay competitions, are joining this group voluntarily under the guide of “Speak out your love”. Excellent game-derived culture spread into many groups with the help of their enthusiasm.