Bidstack Share Discussion Threads

[angel333] 13/8/2019 10:27

Niggle
You seem to be confused?

In one sentence you state 'he is not to be trusted'

In another you state 'he's probably been advised to not be sti giddy in podcasts'

Please explain?

[aidenabettin] 13/8/2019 10:20

Unfortunately that means a lot of scum followers will be here :(

[angel333] 13/8/2019 10:20

GN
A market maker has the right to delay the reporting of trades over a certain size....
BUT, he can report within 3 minutes or less if he is comfortable doing so...

[aidenabettin] 13/8/2019 10:19

If Bidstack is anything like what is going to happen at TSI then the contracts are going to flood in from the BIG players in the industry. Lots more to come here from Both Russian and China

[moneygenxyz] 13/8/2019 10:17

I know it's nice to see the share price rise but it's counter intuitive.

This is an exceptional opportunity to buy more of the company and actually I'd want it to be even lower if the fundamentals hadn't changed. What i'd do to go back 6 months and drop far more into it.

[niggle] 13/8/2019 10:13

You are probably right.

[hazl] 13/8/2019 10:10

I still believe the best is to come.

[niggle] 13/8/2019 10:09

If it meant that much the shares would be 50p, not 28 hazl. You're right. I have never changed my stance and remain cautious. As should you imho

[hazl] 13/8/2019 10:09

The reason this hasn't flown yet is firstly because it caught all the traders out and they would have been contributing otherwise and secondly the macro.

[hazl] 13/8/2019 10:08

The number of alias people have got too .

[hazl] 13/8/2019 10:07

We need some more discussion about the announcement and what all this is likely to mean for the future.

[hazl] 13/8/2019 10:06

Pity you missed this wonderful opportunity we have had since February.

[bellesimo1] 13/8/2019 10:05

Pwhite was right

[hazl] 13/8/2019 10:04

Ah I see you are true to form again Niggle!

[global nomad] 13/8/2019 10:03

knowing about a deal and not revealing anything until it is formally released via RNS is surely the most trustworthy thing for a listed company ceo.

[niggle] 13/8/2019 10:00

He’s a dark horse that JD. Now I know he’s not to be trusted. He did that podcast knowing about this deal, yet remained cagey. He’s probably been advised not to be so giddy on podcasts.

Sudden surge then plop? What’s all that about. People taking the advantage to sell?

Hands up who bought at 32.90!

[mcfly79] 13/8/2019 09:50

Good post melody.


On the demand side, James has said that Bidstack will do trade deals with the large Ad Agencies. E.g. the Ad Agency will agree to spend £[x]m over [x] months on Bidstack’s inventory, through the major DSPs.


On the supply side Bidstack will sign up games publishers directly and agree a profit split for the ad money. In time the SDK will be available in Unity so that a lot of smaller games publishers can integrate the SDK as they build their game, without any input from Bidstack (as is currently done with existing ad networks).

[snoopy12] 13/8/2019 09:44

Hazl that1 trade was definitely not mine. Maybe something else lined up.

[aidenabettin] 13/8/2019 09:44

imo this is the ' BIG ' link.hTTps://www.usnews.com/news/technology/articles/2019-07-31/tencent-backed-china-firm-russias-mailru-to-tie-up-for-gaming-growth-sources?src=usn_tw

[chessmaster10] 13/8/2019 09:40

Melody,

I understand your position, good to see some rational thought behind it as opposed to the vacuous spouting of some of the others who are bearish here.

I'd just comment that this announcement does at the very least increase the prospect of revenues being achieved, although that will only kick in for H2.

I haven't checked, but I think it's unlikely that the Peterhouse note assumed that Bidstack's inventory would have been available on a market site such as Appnexus within this year.

In any case, we'll all approach things our own way. I'm not over-exposed here, so I'm ok to wait and let this play out over months / years. In that timescale, I'm confident of seeing a significant return on my investment.

[melody9999] 13/8/2019 09:34

The AppNexus RNS did lead me to try and improve my understanding of the BIDS business model. Comments welcome.

Bidstack's specialism is in in-game advertising and that is where we have IP. The other parties are
- content providers and aggregators eg games manufacturers such as Codemasters and Google Stadia
- advertising agencies who have relationships with end client (the businesses that want to advertise)
- end advertisers
- DSPs who create market places for content providers and advertising agencies eg AppNexus.

For DSPs such as AppNexus, presumably our SDK now means we can offer their advertisers the opportunity to advertise in-game as part of their advertising mix? If that is the case, it would be nice to have more detail on how it has been agreed Bidstack will be promoted on AppNexus (and other DSPs.)

For content providers, we can use our SDK to provide in-game advertising - and then when the content providers promote their product, it comes with our in game advertising. I'm not sure if the strategy is to sign up these guys individually or through the DSPs. But I note the RNS references "Bidstack's inventory". What is this if it is not the limited number of deals we have signed with content providers eg Codemasters?

So where does our revenue come from? Well the end advertiser (or their agency) presumably has to agree that this is an attractive way to spend a portion of their budget. We then get an agreed (very small) slice per impressions / click through for providing the technology allowing this to happen.

Coming full circle, their are a number of parties involved here, and so the BIDS strategy of appointing key well connected individuals to help formulate the approach and forge relationships with these parties is absolutely right.

Is this how other people see it?

[melody9999] 13/8/2019 09:24

looks like an opportunity to exit this morning at 32p - might have closed out and then bought back lower down. still hold my small position awaiting news on numbers - enough to keep my interest though share price action this am confirms my view that significant share price increases will not happen until revenues are demonstrated

re last nights RNS - notable that it came on the day the share price fell sharply - also that there was no comment from the CEO of AppNexus - so this suggests the RNS was rushed out to provide some news rather than being some exclusive and ground breaking contract. disappointed if this was the case.