Bidstack Share Discussion Threads

[global nomad] 02/9/2019 18:57

have also found time to listen, there is still clearly plenty he is phrasing carefully or not revealing. You can sense how much he wants to share. Not ramping, just enthusiastic and this will all come out in the next months.

We know he cannot reveal anything in a podcast so there weren't going to be any surprises...but he's not getting any less excited....

hold/buy/top up/ whatever...get what you want but don't complain if you miss it since there has been plenty of opportunity these last 3 months.

[lukehold] 02/9/2019 18:53

A few observations and key snippets from my listen.- Play to win, not fit into aim boundaries.- Re-income. James said we've not talked about the number so that should say somethings. I take this as they are close to overall numbers.Would I take the position we're in now in January. James without hesitation says, Yes. I believe If these numbers do miss it won't be by much and the outlook will leave nothing short of making the past year look irrelevant. - US angle shows the ambition of the advisory team. If this is to be numerous billion valuation then this is the route to go. Look at the close relationship with the trade desk and have a look at their share price on NASDAQ. Grown by 9 billion market cap since May 2018- To be prioritised with DSPs and get contractual terms agreed they like to know they will have have significant revenue opportunities. They don't partner randomly. It's a statement of intent. (I believe this hints at that they have shared deals in progress with the DSPs)- SDK has already been created- Unreal engine is one of a 'few' game engines more maybe coming.- growing a team out, enjoyable to watch, good collaboration. Pay off will be huge down the track.- the developers are really engaged with what they are working, excited to see the commercial developments coming together, some shared somewill be when they can.- q3 not over yet, hinting as news to come imminently - excited with gannt chart and pipeline. More conversations than ever before, gets easy as we go- Mentioned well researched investors a few times. This hints that information and clues are out there already. All this talk of EA and links between staff, EA being the pubguard client? EA FCO listens into this podcast and follows bidstack shareprice.- Investors will be very pleased with progress we are making. He just asking to trust him this is only going to get better from what he already know. There would be no need to say things like this. - IMHO Patience that's all that's needed here. I've upped my investment with the dip today. Won't sell a share unless the story changes. I'm here for a trade desk style valuation in next 3 years.

[angel333] 02/9/2019 17:58

I have now listened to Drapers podcast a second time.

Not a lot really said, but certainly confirmation of what we already know.

As our intrepid CEO, he is pleased with progress, excited with what has been achieved and suggests more to come.

Very happy with his team and the dynamic in which they are working and delivering.

All in all a positive interview without giving anything away....

No hint on interim numbers but clearly we will get the Draper forward looking statement.

The shares are back at the lower end of there trading range and the market have stock on offer.

[scottman72] 02/9/2019 17:04

How about . . . When golden chests are opened the player gets hit with a 30s advert which they are forced to watch . . . . . Errrrm, nope. Don’t think that would work.
😁
But a golden chest in the shape of a Coke can or with a Nike strip might work wonders. How many would pay dearly to have their trade mark on the golden chests!

[scottman72] 02/9/2019 16:56

For me, the obvious one with Fortnite is the warmup area.
This area could be plastered with adverts without affecting the main game. Ensures lots of impressions by all players without detrimentally affecting the game. Which could also have a few carefully placed adverts as well.

[moneygenxyz] 02/9/2019 16:20

Even better...thanks!

[moneygenxyz] 02/9/2019 15:23

Btw - truck with advertising on: I maintain that it’s Grand Theft Auto. The only game it would make sense in. Unless it’s trucking simulator 😝

[edwards9] 02/9/2019 14:40

Angel333Could also mean a big revenue miss, as the CEO is now talking about where they will be in 12to18 months.Also on historic podcasts he stated Q3 annoucements would include Deals with Ad value. No Value's have yet been RNS'd although I accept they have the remainder of September to do so.

[edwards9] 02/9/2019 14:31

If BIDS can deliver real revenue & profits growth this share will rocket without a US listing. This talk of US listing is a big red flag imho. Smacks of short term desperation to increase BIDS valuation and is at odds with deliverying 3 years work in 12 months.

[parob] 02/9/2019 14:29

Sounds like news still to come in Q3.

[dafad] 02/9/2019 13:56

Nasdaq listing coming imho!

[lukehold] 02/9/2019 13:51

Yep always worth another listen later, nice one JW for the name check :)

[angel333] 02/9/2019 13:47

You may be correct money - James says a lot without saying much but it is understandable.

[moneygenxyz] 02/9/2019 13:44

Angel333 I thought he was referencing full number at that point - he’s said so much without saying anything at all.

fair play JW, decent interview.

[homebrewruss] 02/9/2019 13:43

Yes Angel, spotted that. Sounds good!

[angel333] 02/9/2019 13:41

James states...
'We have not said anything about the number.......... that should say some things'
talking about the first half of the year!!!!

[bellesimo1] 02/9/2019 13:26

Use your stop loss .28

[moneygenxyz] 02/9/2019 13:22

Haha answering Luke’s questions!!

[homebrewruss] 02/9/2019 13:11

New podcast:

[fudgerella21] 02/9/2019 13:11

Vox pod cast out!!!!

[moneygenxyz] 02/9/2019 13:07

Probably JW putting his buy orders in...

[intheknow69] 02/9/2019 11:08

More contract news coming. Watch the mugs selling try and pile back in 😆