Bidstack Share Discussion Threads

[thesaint5] 29/8/2019 22:17

Roleybirkin

I’ve read most of your posts, yet to see any evidence in what you are suggesting apart from your written notes nobody can see, nor are they publicly available, unless I’m missing something?

Further you have never mentioned your experience in this field until just recently, bit odd isn’t it? What you trying to hide, why reveal yourself now?

I also find your RSP comments odd, are you new to investing or are you trying to deliberately mislead folks?

Call me an untrusting PI, been around a while and just get vibes about certain folk when there’s money to be made keeping a stock in a range. Nothing personal, maybe you should have come clean from outset.

[stevoc1964] 29/8/2019 22:17

There is nothing new here with regards Anzu. They are credible competition. I am reminded of recent podcasts where JD has said that he is more comfortable than ever regarding the competition; and most recently pointed to Anzu's loss of neutrality.

[hazl] 29/8/2019 22:11

At last we agree. Plenty of room for everybody.

[lukehold] 29/8/2019 22:10

Very true that is the 4th DSP. Our prime AAA rated games inventory will be filling up very fast in Q4

[hazl] 29/8/2019 22:09

Who cares about anzu! The Trade Desk like us!There is room for everybody. For Bidstack to have got as far as this with the US taking note so quickly is l think amazing!

[angel333] 29/8/2019 22:05

There is plenty of room for two or more significant players in this market....

Anzu and Bids can both be multi billion dollar businesses.

As Aidanandabangingon will know (the crafty broker that he is) there has been room for many investment banks to survive for decades and decades......

[hazl] 29/8/2019 22:04

I reckon it caught some out!

[moneygenxyz] 29/8/2019 22:02

Which naturally has led me to check out their DSP capabilities.

“As Anzu CEO Itamar Benedy explained, Anzu’s SSP can integrate with any existing DSP’s to make media buying in-game as easy as buying a banner ad on the web. Turner, which was acquired by AT&T for $85 billion last year, will act as one of the first major media buying companies piloting the program, and will use its ELeague Esports offering to promote Anzu’s in-game inventory to other Esports-friendly advertisers. According to Benedy, media buyers can buy through their preferred DSP, or via AppNexus’ platform, which was also brought under the telco giant’s wing in 2018.”



Slight downer on the day, sorry guys. I try and remain impartial as an investor and thanks to Roley for his insight.

At least we are all aware of credible competition. It doesn’t turn me off but it certainly focuses the mind on the importance of land grabbing inventory. If I was Anzu I’d be ramping up my sales efforts given the competition was closing in on my comfortable lead. The trailblazers are usually the ones caught out.

This is a huge market and even if they both smashed it, there would be lots more pie for others.

[hazl] 29/8/2019 21:58

Surely we ought to be talking about this ground-breaking newsthat we have an agreement with The Trade DeskThis is one of the top ten DSO's!James Draper used the word delighted!So am I!

[lukehold] 29/8/2019 21:48

Fair play, the games I had seen that they were demoing in looked like they run on the SNES

[moneygenxyz] 29/8/2019 21:45

“As veterans in the AdTech and gaming worlds, we did our best to make the platform easy to use. Developers can integrate our SDK in a matter of minutes with a drag-&-drop integration available for both Unity and Unreal engines.”

Credit where credit is due. Unity and unreal. 9 months ago. But I would argue that BIDS is the more likely candidate with the AAA games given their track record in GRID and FM - but time is natrually of the essence. .

SDK in action -

[lukehold] 29/8/2019 21:42

SDK or Unreal engine partnership I know which I would prioritise

[roleybirkin] 29/8/2019 21:38

The Saint5

Please re-read my post. I thought it was clear? The meeting note suggests this is there assertion.

I do not work for them so please ask Anzu for game names.

I never put JD down. I know him and my team met him and his team again in Cologne. Great team and a great opportunity.

I am heavily involved in eSports and JD may well know who I am simply by this post.

Final comment. Whether you get anything from my posts is rather irrelevant to me. Some on here are happy to see them and some just like to challenge nicely or otherwise.

[angel333] 29/8/2019 21:29

icuthbert...
Anzu already live with Unreal Engine?

[moneygenxyz] 29/8/2019 21:27

Lewis Hadley Head of strategy has liked a post from international agency relationships at Clear Channel regarding Metro Exodus’ (game) Metro advertising campaign.

BIDS building the jigsaw as we sleep.

[scottman72] 29/8/2019 21:04

The SDK is a done deal, in effect. It will happen in September if it’s not happened already. It’s covered by current contracts so isn’t a new contract increasing potential revenue by more than 10% so they don’t need to RNS it.
JD is more likely to leave this and keep RNS’s to the contracts they have to release.

[moneygenxyz] 29/8/2019 20:57

I think the tech works already as demonstrated. The SDK allows developers to embed the tech themselves so creates more freedom and opportunity I guess?

I’m sure it’ll get a fanfare though

[girdz] 29/8/2019 20:48

But that's crucial to kick off is it not?I would have thought BIDS would be shouting from the roof tops

[scottman72] 29/8/2019 20:43

I’m not sure they will release an RNS about the SDK being live.

[girdz] 29/8/2019 20:35

Think you already know the answer to that fudge!!!.Not too long to wait I suspect. .I hope the next news is SDK now live..GLA

[thesaint5] 29/8/2019 20:26

Roleybirkin

Are you stating they have 100 active games? Or are you stating what is speculation on their part as fact, putting this another way show me the games they have signed and working.

Whilst we are on the subject, you are quick to put down the prospects of bids, yet clearly fail to mention the done deals James has mentioned as done deals but cannot yet be released to market. I firmly believe they have many game developers signed, big ones at that, however it will need both sides to confirm they are ready to announce to market to confirm a deal, that is what is being said. Seems perfectly normal to me on many fronts.

If we can stick to facts, backed up with confirmation either via written or oral
Proof that would be greatly appreciated, not doubting what you have been told, I am doubting the truth and scale of what is said.

Large players signed they would be singing from the roof tops, likewise the press that backs them, let’s see what unfolds, I suspect JD is actually ahead of the game, we await confirmation over the next short few months.

[hazl] 29/8/2019 20:16

I'm liking that post 7939 1cuthbert!

Aside from that I'm amazed at the amount of advice that some people feel that JD and management need.

I think they are doing really well without any help really.

[fudgerella21] 29/8/2019 20:13

Will we see a decent rise in share price tomorrow?

[aidenabettin] 29/8/2019 19:50

The Scum at work!!!!!.Now in game advertising experts.A little bit of insider info doesnt make you an expert imo but it seems to in multiple stocks where the gang operate..Know the gang know the game.Well done Bidstack and keep the good news coming

[1cuthbert] 29/8/2019 19:49

I’m still buzzing that Bidstack are part of Unreal Engine. Just to remind people, this is a hugely popular game-building tool. And - forgive me if anyone has already pointed this out - never mind the existing inventory, some of the next generation of big games (think the next Fortnite or GTA) will undoubtedly be built using Unreal Engine - and likely have Bidstack’s ads in place from the very start!