Bidstack Share Discussion Threads

[moneygenxyz] 08/8/2019 21:23

£193 m valuation on £9 m revenue and he’s worried about us missing £5m?

🤨🙄

[hazl] 08/8/2019 21:20

This perhaps tells a tale....
Wasn't this poster rubbishing VRS before this? Now, he's bought in I assume?
Whatever...this is how he deals with a shorter....
'if you work on numbers....'

Interesting isn't it how one rule for one share a different one for his!
How transparent!





'Superg1 - 07 Aug 2019 - 11:17:42 - 75961 of 76104 VRS The world lead in real Graphene (Nanene) - VRS
So are you one of the shorting crew then, I see you message some of the same guys Tim Kempster does.

Just saying.

If you work on numbers then I get the doomsayers view that's what they do.

But then it was fine for Nano and QFI to be double the value of VRS on one name connected ,but not VRS with dozens connected on far more massive potential, government staff and the biggest economies looking to take a chunk of the company.

VRS don't lie, to base a bet on that is a road to ruin. They either will or won't seal the deals, there are a lot of them, this is not a binary bet.'

The textile one, with what looks like most of the sports world involved, wasn't even on the menu, yet it could transform the company.'

[moneygenxyz] 08/8/2019 20:19

I’ll aim to connect to the entire bids dream team and do a similar analysis.

[lukehold] 08/8/2019 20:07

This is the order that needs to be done to avoid past failures of massive inc and double fusions etcBackers (done)Proof of concept (done)Funding while keeping independent (done)Assemble team (done)Tracking technology (done)Security (done)DSP (in testing)Demand (awaiting the trade desk announcement :)Games (awaiting demand to get the best terms for bidstack)

[moneygenxyz] 08/8/2019 20:06

Been doing some research on linkedin connections to see where this could be going.

Fascinating, based on the podcast I think Sports Interactive have been the catalyst in everything and Miles Jacobson (SI - Studio Director) is a key player in all of it. His connections are astonishing - there is no doubt that he’s opened many doors and made lots of intros.

I’m also putting my money on TTD bring the DSP

*Edit I’ve deleted the details of the list as actually I deem it fairly commercially sensitive.

Exceptional connections with:

EA
Tencent
Codemasters
Ubisoft
Take Two
Activision
Epic Games
Square Enix
Bandai Namco
Paradox Interactive
Capcom
Sega
Sports Interactive
Creative Assembly
Google Stadia
Sports Interactive
Tradedesk
King advert division

[scottman72] 08/8/2019 19:43

Agreed. As previously stated, no worries, all going to plan, very bright future.

[lukehold] 08/8/2019 19:13

Very reassuring from the projections on revenue comment. Comfortable with previous projections, careful to not say they were beating them imo as that would be shareprice sensitive info.

[lukehold] 08/8/2019 18:51

Listened to podcast again it could not be clearer, a new deal has already been done with a sizeable DSP and needs to agree on date to go public with the information.19:00 'Test campaigns with DSPs running...'23:00 'commercial/technical breakthrough...'

[global nomad] 08/8/2019 18:03

funny how you don't mention the large delayed trades that were buys...

glad you feel you are so influential....

[superg1] 08/8/2019 18:02

Yeah sorry it would appear to be on the price but the dropped the share price on that 'buy' and it kept going down.

The other large trades are obviously a coincidence of course.

[superg1] 08/8/2019 18:02

Yeah sorry it would appear to be on the price but the dropped the share price on that 'buy' and it kept going down.

The other large trades are obviously a coincidence of course.

[parob] 08/8/2019 17:58

You are misleading again. The 225K is a buy.

[superg1] 08/8/2019 17:48

See someone in the background is shafting you with hidden sells.

The 100k late reports have been around for the last day or two, now the 233,971, 250k and 225k. They were in their time slots not long ago as late reports but now back as after hours.

That explains the drops when buys seem to exceed sells in recent days.

Funny how it's all started following on from asking the company and nomad question which they refuse to answer, yet they stuck it in news.

[global nomad] 08/8/2019 17:43

just found this role which might make sense too



"Conversion rate optimization (CRO) is the systematic process of increasing the percentage of website visitors who take a desired action — be that filling out a form, becoming customers, or otherwise. The CRO process involves understanding how users move through your site, what actions they take, and what's stopping them from completing your goals."

[global nomad] 08/8/2019 17:41

genxyz,

listened again to that part; hard to say but cro? more likely than ceo

"A chief revenue officer (CRO) is a corporate officer (executive) responsible for all revenue generation processes in an organization."

[liveit2] 08/8/2019 17:40

global nomad - maybe just my interpretation into what was said - will listen to it again, but we will definitely get actions here in q4 for sure -

[global nomad] 08/8/2019 17:37

liveit2,


i didn't take the planning/execution line to mean the tech had to catch up, more prosaic than that, literally putting various things in place so they can undertake the activity.

[moneygenxyz] 08/8/2019 17:15

Did anyone hear EA sports mentioned at 20 mins 6 secs?

He said “the EA C?O would be listening, say no more “couldn’t make out if it was CRO or CEO.

Can’t imagine it’s E but perhaps Relationship officer?

Listening to ensure no slip ups?

[liveit2] 08/8/2019 17:05

i heard the following -

q3 is about consolidation and integration and proof with pubguard and Q4 is about execution - technology needs to catch up with promise - and they will deliver - will await q4 plans

i think this was the reason for the drop today - seems some people had listened to the podcast before i got to hear it

[hlw1] 08/8/2019 16:54

He said nothing's changed since the last podcast. Everything is on track as planned/talked about previously. :)

[moneygenxyz] 08/8/2019 16:44

Doug,

I’m not keen on new earning enhancing news right now.

I want them to fill the current inventory which takes time and sales resource. The potential isn’t based on some future RNS, it’s in their hands with their current titles right now.

What they really really need more than anything is to fill the current real estate. JD alluded to that in the call and the current environment around Esports feels ripe to achieve it.

If they fulfill current real estate potential the share price is completely justified (coming from a fundamental value investor).

That’s the short term objective here, if they can nail that - the contracts will come and the business will grow into its share price fairly rapidly.

Then you are talking real overvaluation possibilities based on current growth investing trends - please refer to The Trade Desk for a case and point.

[liveit2] 08/8/2019 16:41

good interview
its sounded like we should be getting very positive updates in q4 - i was expecting in q3 but can wait

[scotty666] 08/8/2019 16:20

The guy was literally exploding in his pants on the previous podcast and then, well not a lot to be frank. Hope he learns not to do a podcast jetlagged and over enthusiastic in future !

[stevoc1964] 08/8/2019 15:57

Good afternoon Douglas,I suspect your post was largely rhetorical. But the investment case is indeed based on hope and potential.