Bidstack Share Discussion Threads

[moneygenxyz] 26/8/2019 22:19

Not long to find out Fudge! Everyday is Christmas Eve here at Bidstack 🎅🏻

Tag Heure, BKT tires, Canal +, France.tv Sport and Fiat.


La Poste, Triangle Interim (recruiter) as well as some more of above

[fudgerella21] 26/8/2019 20:54

So what will tomorrow bring?

[scottman72] 26/8/2019 20:48

I suspect the H1 results will be issued the morning after the investors evening.

[scottman72] 26/8/2019 20:04

Hows that song go?
Outlooks so good we gotta wear shades!
😎

[hazl] 26/8/2019 18:26

indeed outlook is paramount....

[angel333] 26/8/2019 17:55

Agreed Homebrew

I was hoping that they would report early maybe along with one of their RNS's, but now they have a new broker it will be announced and positioned with there input.

I still expect revenues to be a little lower than expected, and costs to be higher than forecast so a loss announced.

BUT, do expect the CEO to deliver a positive outlook.

[homebrewruss] 26/8/2019 17:21

Angel, thanks, not long to wait either way then for H1 results.

[scottman72] 26/8/2019 13:21

See you at the millionairea club next year.
😁

[moneygenxyz] 26/8/2019 13:19

CPM growth, fill rate growth and inventory growth I’m sure of it 🚀

[scottman72] 26/8/2019 13:14

Absolutely Moneyg, that's one of the things that makes BIDS so attractive.
Growth in both marketplace and increase in charge to come. Double whammy.
I'm starting to get excited at what next year could bring. ;)

[hazl] 26/8/2019 13:08

We are lucky to have you and your research onboard moneygen thank you most informative.
I am better at macro the detail I look to one or two people who can. 8-)

[moneygenxyz] 26/8/2019 12:59

You are right Scottman, I assume a low end CPM in most of my analysis. But targeted native ingame advertising is gonna be as premium as targeted native connected TVs let’s face it. £20 CPM is certainly not out of the question.



“While certainly not the least expensive targeting tactic per-unit (upwards of $65 versus $15), Connected TV is almost guaranteed to produce a better outcome in the form of less expensive CPCVs.”

[scottman72] 26/8/2019 12:53

Ok, think there's some confusion here.
1 cpm is 1000 impressions.
So £10 per cpm is 1p per impression.
£2 per cpm is 0.2p per impression.

The porterhouse note started at £2.5 per cpm and gradually increased from this. But this is a guesstimate. I dont believe we actually know what they are charging yet. But should at least eventually be significantly higher than £2.5 per cpm

[scottman72] 26/8/2019 12:35

Money, I must have missed that. That's very important if true.
The 'standard' charge for native advertising is around £10 per cpm (1000 impressions), targeted should be able to charge more than this. Some charge as much as $30-$40 per cpm, so approx £30 per cpm.
If JD has managed to negotiate £20 per cpm than that's brilliant news. Most of my calls I've devalued these to £5 per cpm, assuming they are accepting a lower charge to kick things off.
In essence, my calc predictiond are about 1/4 of the revenue they could achieve then.
Happy times :D

[angel333] 26/8/2019 12:05

homebrew -
Have a look at the attached FCA link - Would seem they have to report by close Friday 27th September

hxxps://www.handbook.fca.org.uk/handbook/DTR/4/2.html

Publication of half-yearly financial reports
DTR 4.2.2 R 26/11/2015
RP
(1) An issuer must make public a half-yearly financial report covering the first six months of the financial year.
(2) The half-yearly financial report must be made public as soon as possible, but no later than three months, after the end of the period to which the report relates.
(3) An issuer must ensure that the half-yearly financial report remains available to the public for at least ten years.

[homebrewruss] 26/8/2019 11:27

Wonder when we will get H1 results. Was thinking that they might announce results and the investor day at the same time?

So assuming the investor day is mooted sometime for mid September perhaps H1 results due fairly shortly?

Of course they could just announce the investor day separately..

[moneygenxyz] 26/8/2019 11:22

Hey Gridz, James Draper mentioned it on a podcast I’m sure. Let me dig it out. Definitely substantiated by JD though otherwise I’d revert to the 1 pence I originally thought. Think the rational was targeted advertising gets £2 CPM vs non targeted of £1 CPM

[girdz] 26/8/2019 11:17

Moneygen - can I ask where you got 2p per impression from??

[hazl] 26/8/2019 11:16

Well moneygen lets hope our dreams are realised.

[hazl] 26/8/2019 11:15

it could change again of course.....reference stumble

[moneygenxyz] 26/8/2019 11:13

If we hit 40% fill-rate? I think it’d make a few millionaires out of us Hazl...

You are talking gross revenues of 73 million on FM19 alone

[hazl] 26/8/2019 11:09

stumble??
I think optimism might be due to US/China trying to be calmer with talks on trade.

[hazl] 26/8/2019 11:09

How do you think that would reflect in the share price Moneygen?