Bidstack Share Discussion Threads

[angel333] 09/8/2019 11:13

Scotty - 6217
I would hazard a guess that JD has been advised very strongly to tone his podcasts down.
If I was his legal advisor I would actually tell him to stop talking at all.

[affc21] 09/8/2019 11:07

The AngelIt's interesting what JDs view was on the recent Anzu WPP tie up, "Anzu loose their independence i.e. any competitors of WPP would not want to put their advertising money into Anzu because of the link with WPP"

[2prsimo] 09/8/2019 11:04

I think a few have listened to the excellent podcast and digested it

[germanicus] 09/8/2019 11:03

And that the share price is up 12%.

[scotty666] 09/8/2019 11:03

thanks scoop - bumped your post to the top so it does not get lost with a +1coin

[global nomad] 09/8/2019 11:03

oh....and now a delayed trade of 100000 that looks like a buy...what on earth is happening...run for the hills

[global nomad] 09/8/2019 11:01

can someone let superg know that there have just been two large delayed sells, 110,000 shares each....just in case

[parob] 09/8/2019 11:00

So it looks like the rest of the weak sellers were flushed out yesterday. Looking forward to the newsflow to commence.

[angel333] 09/8/2019 10:54

affc21 - 6184
Thanks for sending the presentation.
It was a good 6 minutes and very much a competitor.

[affc21] 09/8/2019 10:18

Thanks for the explanation Thescoop...Interesting and enlightening.

[1hopefultrader] 09/8/2019 10:15

long or short

[hazl] 09/8/2019 09:41

Absolutely!

[global nomad] 09/8/2019 09:29

thanks scoop for the explanation, i'm sure plenty of technical acronyms / terms are not fully understood by many, i include myself, so it always helps to have them expanded on.

[thescoop] 09/8/2019 09:15

It's gone pretty-much without comment so far, but JD has confirmed the successful development of a demand-side SDK. This is a huge step-forward from the API that BIDS previously offered and essentially reflects the complexity and richness of the native embedded advertising offering which has already evolved. This SDK, if you're not familiar with the term, means "Software Development Kit" and is essentially a set of tools, documentation, code samples and processes that allow the games makers to tailor the Bidstack advert placement, timing and subtleties such as the dynamics of the advert, so that they FIT PERFECTLY within the game environment. Games makers are no-longer forced to use 'off the shelf' ad solutions from Bidstack which may not be 100% perfect for their game - they now have huge freedom to alter subtle aspects of how the advert looks, how it's placed, when it's shown and how it looks dynamically (eg: on a flag moving in the wind).

[hazl] 09/8/2019 08:39

'We think it's an open market. There are no leaders yet internationally."

I think there's all to play for still and video games and E sports might be the best of all in my opinion.

[hazl] 09/8/2019 08:14

Hey this is interesting.




' Roku's greatest source of revenue since 2018 has been advertising -- in its partners' ad-supported videos, on its home screen and even on the buttons of its remote.

Roku shares shot up more than 20% Thursday following its quarterly earnings report late Wednesday that beat expectations, including $250.1 million in revenue, 30.5 million active accounts and a net loss of $9.3 million. '

[parob] 09/8/2019 08:06

At the moment BIDS market cap is just one third of that of VRS.

[hazl] 09/8/2019 07:49

Yes Ayl.
It ought not to be a competition.
Both firms stand in their own right.

[ayl30] 09/8/2019 07:43

I thought podcast was very positive, but it requires a vote of confidence in him as it's all jam tomorrow -understandable as it such a new operation. Danger to beware of if we are still in the same position two years time like VRS holders are (inc me) where it requires a leap of faith to accept orders will follow endless string of NDA's. I have more faith in BIDS delivering which is why I own more shares here

[global nomad] 09/8/2019 07:28

Hazl,

don't read anything into it...nothing going on...i'm in an art and design university with a new creative computing institute so thought there may be an opportunity to work together somehow. I need to convince some people after the summer break that it is worth exploring...i'm too busy with end of the MA year this month to start new things.

I'll let you now if i can release a Reliable Nomad Statement...

[global nomad] 09/8/2019 07:21

good morning, another friday. Will be nice to se a bit of blue to end the week. As expected the podcast didn't give us new information ( against the rules) but reinforced views on the positive potential with some added details. Have no idea how much this might be listened too but hope it puts some reassurance under the share price

[hazl] 09/8/2019 07:19

GN That last statement of yours sounds very intriguing indeed!

If you did have a link with them I would think it could be very symbiotic in nature!
I would hope that you would keep your fellow shareholders,comfortably informed!

[mcfly79] 08/8/2019 22:00

Very good podcast. Lots of info but some key items:

*James is very clear that the 2019 forecast hasn't changed and they are comfortable with it.

*Timeline hasn't changed and is as previously outlined. There will be plenty of things coming together in Q3 ahead of ramping up execution in Q4. Therefore I expect a lot of the major news pieces will be announced in Q3 (Ad Agency trade deals, Major DSPs, new games).

*Bidstack are already carrying out test campaigns on the major DSP platforms.

[global nomad] 08/8/2019 21:48

Moneygen,

i would take a lot of linkedin connections with a pinch of salt, been on for years myself and have very little to do with many of my connections. A lot of alumni of mine.

PS I'm also connected on linkedin with various Bidstack people as i am hoping to build a university relationship with them this year.

[hazl] 08/8/2019 21:25

Sorry that post ought to have appeared earlier but the server was down for me.

Much prefer the posts since showing the progress in summary, thanks people.