Bidstack Share Discussion Threads

[melody9999] 12/8/2019 12:34

does anyone have a copy of the broker research containing revenue forecast?

[angel333] 12/8/2019 12:31

Is it remotely possible that James alluded news to JW that has turned him to a short term seller?

[highnetworthclub] 12/8/2019 12:19

Justin said few weeks ago that James would only come and do a podcast if there is meaty news now that turned out to be wrong... This believe me what I say but we have a lot going on in the background Podcast was a desperate attempt to stop the share price slide...Yesterday Justin wait said in his video something remarkable that his biggest holding in his portfolio is 6% well not long ago bids was 10% of his holding as matter of fact he said he was overweight in bids now looks like he is a seller....It is possible when you're trying to do 3 years work in 1 year you're going to miss targets this might be the case for no significant news... and Q3 is slipping away

[thesaint5] 12/8/2019 12:14

Jaknife back spreading fear.

First of all nobody knows what revenues for first half have been, therefore you can not state that as fact, you are speculating with sole intent of spreading fear.

Further if they confirm advertising deals such as £4 million, say from Samsung, plus a couple other the share price will go north much further then your prediction of south.

There are not many trading days left until end of Q3, it’s a matter of do you believe in JD for fantastic gains or Jaknife for a few penny’s temporary loss.

I know which way I’m betting, trying to jump back onboard when contracts land will mean you have been locked out for major gains, jaknife is here purely to get your shares on the cheap.

[angel333] 12/8/2019 12:11

There is one or more decent sized sellers out there today....

One market maker has an ongoing seller in 100k tranches. Has managed to get a fair amount away today but looking for 27p and above.

[chessmaster10] 12/8/2019 11:33

"who else listened to the Vox markets podcast last week?"

Are you a bit vacant? It's been discussed to death on here.

[niggle] 12/8/2019 11:31

"deliberate decison not to communicate via Podcast" lol

[global nomad] 12/8/2019 11:28

Jak, you may have noticed it was discussed here extensively last week...and many positives taken from it. I don't think it is JD who is talking bs or making wild claims...

[stoaty1] 12/8/2019 11:26

The idiots are at it again!

[roleybirkin] 12/8/2019 10:02

1oughton - could we both be in loughton?

[1oughton] 12/8/2019 09:35

back to 22p i reckon

[global nomad] 12/8/2019 09:04

250,000 shares in 50k blocks - sells from opening just reported. maybe Hamida selling on the hope of getting back in at 23?

[niggle] 12/8/2019 09:03

hamidax2

Correct me if I’m wrong but I think it’s because there are more sellers than buyers.

[global nomad] 12/8/2019 09:01

23p ??

maybe 26...

[hamidahamida] 12/8/2019 08:36

Mms are bent on testing 23p

[hlw1] 12/8/2019 08:07

Thanks...really positive about BIDS!!

[thescoop] 11/8/2019 23:49

Very well explained MG.

[stevoc1964] 11/8/2019 22:39

Exactly Moneygen. Cheers.

[zane4617] 11/8/2019 22:34

https://twitter.com/gamescom/status/1160464653748789248?s=21

[moneygenxyz] 11/8/2019 22:32

Roley, a heads up, they are not competing with or challenging TTD in any way.

TTD is a DSP (Demand), BIDS is a SSP (supply). If anything, TTD can help BIDS catch up significantly. If they have that much revenue going through them, it will be passed on to SSPs and thus companies similar to BIDS or directly to web owners or app developers.

TTD will go out of their way to help BIDS as it’s a creative new product which they can then sell to their clients... nothing like a ground breaking new ad category to impress vs competitors and win more revenues ey ;)

That’s the beauty here. Advertising has a lot of duality - a business that attempted to be both DSP and SSP would be frowned upon in the industry as it could be a conflict of interests.

[zane4617] 11/8/2019 22:31

https://esportsinsider.com/2018/02/bidstack-football-manager-tournament/

[fudgerella21] 11/8/2019 22:25

New youtube video from JW, just a look at the bids chart, but positive!

[thescoop] 11/8/2019 22:12

Remember Lewis Sherlock?

Prior to joining Bidstack, Lewis was Head of Demand Platforms (DSP), for Europe, the Middle East and Africa at Oath and was responsible for strategy and commercial partnerships for Oath's DSP business across agencies, trading desks, publishers and direct clients.

Remember what James Draper said when he referred to Lewis's interview for the role of Vice President, Sales at Bidsatack? ( 15mins 10secs in : bit.ly/2ZRWlrX )

Lewis outlaid a 40 page presentation on what he would do with Bidstack, INCLUDING A 90 DAY PLAN.
That presentation was described as "The most impressive Bidstack Presentation I've ever seen" by James Draper.

Lewis was recruited on 14th May ( on.ft.com/2Ksh9ke )
90 days later takes us to 12th August. TOMORROW !

How do you you think Lewis's impressive 90 day plan ended:
(a) And then I'll need more time to finish this bit ...
Or
(b) ✓ Major Milestone Completion. ✓

My money is on the Lewis having something juicy to show for his 90 days hard at work ...