Bidstack Share Discussion Threads

[stevoc1964] 06/8/2019 15:57

Superg,All investors must balance risk v reward.You have your take on this; I have mine. Perhaps, we can agree to differ?

[hazl] 06/8/2019 15:53

People are here to make a profit though and for those that didn't sell at 40 it is now up to them to decide what to do at this point.

What we don't need is people with their own agenda, trying to influence on false information, or destroy the billboard by casting doubt.

A familiar ploy on these boards.

[superg1] 06/8/2019 15:39

James

As you read this.

While you like to point out things that are missed. Why won't Bidstack of the Nomad answer simple questions about lines in already released in news refusing to state what they mean. BIDS wrote them, the nomad read them and signed them off as accurate.

The note says uses 42 LIVE games by the end of 2019 to come to the 5.9 mill revenue. Costs based on 27 employees, 14 of which went to CA.

With the recent news the 45 employee estimate (most identified) is now 49 with job ads in play so near double the YE forecast so surely 50 plus by now.

Games live way short employees heading for double yet no detailed warning re revenue which is required if you know you are going to miss.

So could someone kindly answer the point (perhaps on twitter as you can't post here) about the a more marked move to weighted H2 than first thought, Negative cashflow H2 v a note that says in profit in October.

If you have been reading the thread (you say you have) then you will know investors are confused about the lines in news and the nomad refuses to explain what they mean.

Over to you. If it's �1 mill H1 then it needs �800k per month H2 with currently just 9 games by the look of it v 42 LIVE to get the 5.9 mill figure.

I hope you do it and don't let investors down they have invested on your words. Big big news Q3, 2 bill company, wait and see etc.

[hazl] 06/8/2019 15:16

It's a pity that you are not upto speed and are taking so long to catch up on things that we discussed long ago.
You said on another thread that it was easy to just short companies that have risen a lot, because most of Aim fails, and then you cadge bits here and there, to try to look knowledgeable on a company.

If this share has dropped it is because of the wider macro environment changing its tolerance of stocks in general, but particularly stocks that are not cash flow positive yet.
How about you (and others )having a bit of honesty instead of trying to make out it's stock specific because Bidstack Group have made enourmous strides,in a short time and have all the makings of being a very successful company.

[superg1] 06/8/2019 15:04

Stevo

All that matters is the number of games the amount of clients they have on board advertising then the amount of hits, so there are plenty of multipliers in play.

Obviously many listened to podcasts and took that on board.

EG

James Draper CEO (an avid reader of this thread)

He said they took 14 to CA and to watch out for something on the Thursday connected to the event, I'll have to go back to see what it was, 20 plus meetings.

He wanted to tell some exciting names but didn't want competitors to know who they were talking to. Odd to call others competitors when BIDs software is apparently unique. I take it to be a general meaning in the ad sector.

Then the expected market cap of near2 bill or more would no doubt get the investors excited.

Well on that basis at 70 mill why bother, why not wait for the big news that will turn them into a 2 bill company.

Investing is all about risk reward, 25 x 5 k is a lot less than 15 x 50k or 10 x 50k.

On that basis no need to invest at all as it's so way undervalued and we know the forecast is way off and will become news of a miss.

Meanwhile time to sit and wait for the big news to see if it comes or not.
I hope it does it would nice to see some PIs benefit from that.

[fudgerella21] 06/8/2019 14:59

I think youve just got personal Hazl. R u on bids PR payroll?

[hazl] 06/8/2019 14:48

I have noticed fudge that people always get personal when they haven't got a good argument.
You are totally wrong if you think the macro isn't the most important thing of all.

[affc21] 06/8/2019 14:27

Cheers StevoWill have a read

[stevoc1964] 06/8/2019 14:22

Hi affc21,I have been trying to get my head round CPM and how it is applied. There are loads of links but, I think this one helped my understanding. If you haven't already read it, I hope it helps.https://www.wikihow.com/Calculate-CPM

[hawkind] 06/8/2019 14:09

It has every impact on all shares. When the tide goes out, it sweeps all the small fish out with it. It is the clearest way to see the two key emotions in the market at work from assessing main indexes. Fear and Greed.

[superg1] 06/8/2019 13:55

Aha I get the hope now. The CEO on record saying he thinks they are worth near £2 billion.

Let's hope he gets to that point then having stated it publicly.

[fudgerella21] 06/8/2019 13:53

Hazl. If you think the dow as any bearing on a �70million market cap, aim listed company, then your living in cuckoo land!!!

[affc21] 06/8/2019 12:56

Had noticed within the Peterhouse note, that the average CPM rate starts at GBP2.00 H1 2019 and risers on a time scale......So am I correct in my thinking that CPM combined with the Fill Rate (Space Sold) at a certain percentage level (Number) would equate to the "1 cent per impression" ?Edit: pound symbol not showing correctly in mobile app...so repeated with correction.

[chessmaster10] 06/8/2019 12:07

Steveoc 1964 posted this link:



Interesting read for anybody who hasn't taken a look.

Noticed the author is Troels Ringsted, Sr. Research Manager at Ryot Studio, Verizon media, a $220bn company.

In this follow-up article, Troels discusses in-game advertising in a bit more detail;



...and seems to be calling specifically for what Bids is offering:

"As mentioned in my last article, my hope is for even more non-intrusive creative solutions and I believe we will see many more of these from advertisers, as brands start to recognize gaming and eSports as viable communication platforms. There is really no way around ads in the gaming-space with an expected 2.7 billion gamers in the world by 2021, but the goal should be to tap into this space, not from an advertisers perspective, but a gamer's."

I'm not on linked-in, so I don't know if Troels is aware of or connected to Bids in any way... but its another piece of evidence that people within the gaming/advertising space are keen to capitalise on the opportunity being presented.

[affc21] 06/8/2019 12:05

Had noticed within the Peterhouse note, that the average CPM rate starts at £2 H1 2019 and risers on a time scale......So am I correct in my thinking that CPM combined with the Fill Rate (Space Sold) at a certain percentage Number would equate to the "1 cent per impression" ?

[affc21] 06/8/2019 11:50

Cheers guys.Had seen it mentioned a few times, but was unsure of its origin. Thanks

[scottman72] 06/8/2019 11:47

Revenue of 0.01 cent per impression comes from the industry average standard charge of $10 per cpm (1000 impressions) for native advertising.
If you csnt find a link to standard advertising charges I'll try and post later.

[moneygenxyz] 06/8/2019 11:42

Hi AFFC - do it for the enjoyment and might as well publish it here for others to pick holes at.

If you go back to post 5354 I used Adcolony figures to derive my 0.01$ per impression.

Summary is 52 billion impressions and 500m revenues for adcolony. This would be gross revenues - I assume that their net is less but we can use it for deriving SI inventory values.

[moneygenxyz] 06/8/2019 11:34

If you are happy when shares are up and sad when they are down - you will lose in the long run.

[affc21] 06/8/2019 11:33

MoneyG,Like and can understand your maths, apart the "1 cent per impression" Where does that statement originate from?...Good to see your maths calculations in trying to understand the potential revenue stream from FM....Makes for interesting reading.Thanks

[hazl] 06/8/2019 11:25

I don't blame anybody for re-evaulating their shares at any point fudge, but this is not about missed figures or 'fingers'...your quote.

My post earlier still stands.
The DOW PRE-MARKET FUTURES are looking good, which suggests a recovery could occur. I think whilst the stock market is showing lots of warnings,there is nothing wrong with BIDS.

IMO.

[affc21] 06/8/2019 11:01

It is perfectly feasable that IF (personally not taking it as a given until confirmed) they did sign a contract with FIFA, the arrangement would not be dissimilar as FM....FM18: started with exclusive access to BIDS native in-game advertising for 6 of the 12 available billboards.The remaining 6 billboards continued with the hard wired advertising.More like a trial period, before proof of concept....FM19 / FM20: BIDS has/will have respectively exclusive access to 11 of the 12 available billboards.

[scottman72] 06/8/2019 10:34

JD has not done anything that hasn't already been notified as to what they are expecting to do.
After E3 they stated that there was alot of work to do during Q3 in preparation for Q4 which ould be the main month for the important news. News has come out in Q3 of these building blocks and the closer we get to Q4 the higher the chance of contracts being signed and notified.
Note also that one of the main issues they will be trying to address is that for AAA games such as FIFA they will need to show that they can bring in a certain level of revenue as well as all the other security aspects before they will sign any contract. Which I'm sure they are getting close to complying with now.

[parob] 06/8/2019 10:25

News flow should commence at any minute and the market knows that.

[parob] 06/8/2019 10:24

JD:"There are a lot of things going on - as you would expect - as we're trying to condense three years worth of stuff, of building blocks, into one year. So as you would expect we are building something that has to scale quickly, particularly over Q4, scale rapidly. There will be a lot of stuff coming out in Q3 I would imagine."