Bidstack Share Discussion Threads

[scottman72] 03/8/2019 13:28

All I can say is . . . . only a fool would expect any organisation to meet a potential partner at a convention and expect them to leave the week long convention with signed contract.

Contracts take time, and as JD has pointed out. Future notices will be of the form containing both advertising as well as multiple game contracts as you can't have one without the other.

Role on Q4 where the contacts are expected to start rolling out.

[markstevenkirby80] 03/8/2019 11:45

Good things happen to those who wait

[jobcfc] 03/8/2019 10:52

Post E3 Bidstack signed numerous NDAs with different companies...just
a matter of time for these to become hard contracts

[hazl] 03/8/2019 10:49

LSE Market Status

Advancing 259 14%
Declining 914 49%


Unchanged 677 37%

Ah, so again referring to the post with the very selective information ....not just AIM companies but the whole of the LSE stock market showed 49% declining!

I think we held up well here in a difficult day for the stock market!

Well done BIDS!


Bring us the news!

[hazl] 03/8/2019 10:38

The tight range shown in the last little while, shows me,anyway, that people are firm holders.

News would be great!

[hazl] 03/8/2019 10:34

I think the main concern we have at the moment is the wider stock market and whether that holds up.
Trump China and so on.

However if Bidstack proves a winner then I would expect it to be valued accordingly.

Time will tell.

[hazl] 03/8/2019 10:30

a BREAKDOWN OF PART OF A POST FROM ABOVE 5906.


'Esports/Egaming is a highly competitive and fast moving industry. Money is poured into early starters because nobody knows who is going to be the big winner(s) Bidstack's failure to sign company changing contracts at E3 2019 convinces me it is not making the traction that early investors had hoped for.'


I BELIEVE ...
'
Esports/Egaming is a highly competitive and fast moving industry. Money is poured into early starters because nobody knows who is going to be the big winner(s)'

TRUE and you don't know and I don't know whether Bidstack might not be one of those big winners ,it still could be and has many of the signs of being successful

....being associated with the right people,being initially responsible for the concept;having first-mover advantage,knowing the pitfalls and guarding against them.

your NEXT words....
'Bidstack's's failure to sign company changing contracts at E3 2019 convinces me it is not making the traction that early investors had hoped for.'
How do you know that contracts are not pending???

Facts from announcement ....

' FM19, the sixth version of Football Manager, launched on 2 November 2018. Bidstack conducted Beta trials in FM19 for around 20 advertising partners, including Talk Talk, AEG, Hofmeister, Converse, ESPN and Penguin Random House, with the Company restricting the number of brands seeking to participate in the beta trials.

Bidstack signed an exclusive dynamic, digital advertising agreement with Codemasters in December 2018 for two games including DiRT Rally 2. The Company is in discussions with several other leading games developers and publishers regarding exclusive partnerships and will provide further updates as and when appropriate.

The Company continues to strengthen its sales team and has placed digital advertising for a number of global brands including 188 Bet, BooHoo Man, Audi, MG Motors and Volkswagen. '

Look at those names!
Finally

'James Draper, CEO, said, "We have made good progress against our stated objectives since coming to the market in September 2018. The funds raised have been put to use primarily on expanding our sales team and refining our technology and the Company has successfully transitioned from proof of concept to revenue generation through the platform. Bidstack is now serving digital dynamic advertising into games across different continents, proving that the platform can scale globally."

Since then the company is working hard and it is my estimation that they cannot say too much at this time.

IMO DYOR

[parob] 03/8/2019 10:00

A repost for anyone who missed this post earlier in the week:----------Excellent post by David Marshall in the BIDS twitter group this morning that he's happy for me to share on here (worth following this guy on twitter if you aren't already! @dmarshall_uk )Morning all, good start - I've been spending some time going over things and have listed all the podcasts in chronological order so fellow investors can get an appreciation for where the year started, how things have developed and what new opportunities have become available. Each link starts the podcast at the beginning of James interview for convenience. An incredible back to back listen, clearly demonstrates the growth velocity of the businessJan 11th - Initial Market IntroductionhTTPs://castbox.fm/vb/119027742?_t=13%3A04March 13th - After Codemaster deal with DiRT & first DSP AvocethTTps://castbox.fm/vb/135873363?_t=01%3A23April 4th - Initial Advisory board members from Spotify and Trade Desk + exciting review of meetings at Games Developer Conference. Become biggest media owner in the world of video gameshTTps://castbox.fm/vb/141780191?_t=04%3A27May 7th - Post placing, the leak, accelerating 1st mover advantage, commercial opportunities, Significance of Will Kassoy (AdColony, Activision, Disney)/ Mike Hayes (Sega), AdConsole, significance of Google Stadia cloud gaming platform reveal. Trade Deals.hTTps://castbox.fm/vb/151421845?_t=01%3A48May 23rd - Reward video intro, Intro to E3, Spotify'ing the gaming market, more on Google Stadia, hi-fidelity games are the next "mobile game" boom, Lewis Sherlock significance (ex WPP, Xaxis, Verizon, Oath), 2nd Codemasters game GRID - "only the beginning of relationship with [Codemasters]"hTTps://castbox.fm/vb/156924265?_t=02%3A08Jun 4th - Ian Hetherington (Sony, Psygnosis), Nav Sunner (Microsoft), Jon Epstein (Double Fusion, links to GTA). Immediately before E3 - 22 meetings Planned. + Pre E3 meetings with undisclosed parties. Bidstack vision & significant valuation potential associated with that. More on Stadia / Cloud gaminghTTps://castbox.fm/vb/160751596?_t=01%3A58Jun 18th - Post E3 50+ meetings had.. new commercial opportunities, platforms, new games, big studios, small studios.... Make sure to listen to this one very carefully! ;)hTTps://castbox.fm/vb/164067114?_t=01%3A43It's absolutely worth listening to all of these, in order. Appreciate that level of detail isn't for everyone but imo its worth the time invested

[pwhite73] 03/8/2019 09:44

moneygenxyz - "Everything on my watch list is red today."

If your watch list consists of AIM and micro-cap stocks then on any given day the majority will be red even when the market is up. The listings of these companies exist solely to fleece retail shareholders irrespective of how well or poorly the companies are performing.

I did warn you all not be fooled by the Pubguard acquisition. If you want to know where all the selling came from re-read this.

"Each of Justin Wenczka, Chris Damski, Dan Hapgood and Andrew Stevens have agreed not to sell any of their Consideration Shares for twelve months following completion save in certain limited circumstances and for the following twelve months to sell their shares only through a broker nominated by the Company. Mercia has agreed not to sell any of its funds' Consideration Shares for six months following completion save in certain limited circumstances"

Let me tell you what the 'certain limited circumstances' are. Its the shares falling below 34.5p. You see the amount of shares issued for Pubguard (865K) is well under the notifying 3% threshold which means the company does not have to disclose any sales from the parties concerned.

I see people here are ranting on about the Chinajoy conference. Bidstack attended E3 2019 USA the largest esports/gaming conference in the world. To the best of my knowledge not a single contract was signed from this event yet people seem to think they'll come back with a bundle of contracts from China whilst the US has tariffs in place that effects gaming consoles that are assembled in China.

Esports/Egaming is a highly competitive and fast moving industry. Money is poured into early starters because nobody knows who is going to be the big winner(s) Bidstack's failure to sign company changing contracts at E3 2019 convinces me it is not making the traction that early investors had hoped for. This company cannot justify its £75 million listing valuation just yet. If you intend to hold into the September 2019 interims then you need to be careful because the stock will continue to drift until then.

[hazl] 02/8/2019 20:10

Sorry parob I think it was you that provided the china link?
Anyway thanks great info there.

[hazl] 02/8/2019 16:18

Moneygenx yes I noticed the similarities...coincidence?

[moneygenxyz] 02/8/2019 15:41

Everything on my watch list is red today.

[bibdaddy] 02/8/2019 15:34

Apologies if this has been mentioned already but esports seems to have taken off this year.

[mny1] 02/8/2019 15:32

You guys seen that Pubgaurd ceo has dsp experience?

[moneygenxyz] 02/8/2019 15:06

Pubguard entire Twitter account has been deleted... I doubt it’ll be it’s own brand for much longer. Anyone notice the similarities between bids logo and Pubguards? Just intriguing more than anything.

[magli] 02/8/2019 15:04

It's been deleted !

[parob] 02/8/2019 14:22

Worth checking out the background of Andy Stevens of Pubguard – he was the President and Chief Operating Officer of SYZYGY AG for 8 years, according to his LinkedIn profile. hTTps://www.syzygy.net/london/en/clients

[moneygenxyz] 02/8/2019 14:10

Thanks to AmandaFox on LSE board

Pub guard named 101 rising uk stars in the UK

[moneygenxyz] 02/8/2019 13:21

Lol only just Stevo! I’ll give you that one as you have the BBC link too

[stevoc1964] 02/8/2019 13:03

Ha ha Moneygen, beat me to it.

[stevoc1964] 02/8/2019 13:02

Amazon's games streaming platform Twitch has lost one of its biggest stars - to a rival site owned by Microsoft:-"Microsoft is trying to find new gaming revenue streams that go beyond selling hardware" - This is a big move by @Microsoft. We will be watching with interest to see the impact @Ninja's move from @Twitch to @WatchMixer has on the gaming scene! hubs.ly/H0k40mJ0 ?? #bidshttps://www.bbc.com/news/technology-49200965

[moneygenxyz] 02/8/2019 13:01

Bids LinkedIn

"Microsoft is trying to find new gaming revenue streams that go beyond selling hardware” - This is a big move by Microsoft. We will be watching with interest to see the impact Ninja's move from Twitch to Mixer has on the gaming scene! hxxps://hubs.ly/H0k3_dC0 🎮👀 #bids

Battleground atm.

[hazl] 02/8/2019 12:33

Hmm seem to be lots of people taking advantage of the drop in price to me...
judging by recent trades anyway.

[hazl] 02/8/2019 12:30

'5G has a profound effect on VR/AR games

In addition to the traditional game industry, VR/AR industry also benefits from 5G. VR is considered as the next generation computing platform, and its technology mainly includes simulation environment, perception, natural skills, sensing devices, etc. Compared with mobile game and client game, VR experience fully simulates the environment and has clear advantages in creating “immersionR21;. In the virtual world, VR breaks the concept of “screen” in traditional games and makes the “inch of land” on the palm infinitely large, so that players feel they are in the game.'