Bidstack Share Discussion Threads

[fudgerella21] 03/9/2019 10:28

10% day coming?

[moneygenxyz] 03/9/2019 10:12

Throwingmuses, best of it is the people worried probably invested when it was far more uncertain at 300k revenues.

Amazing how expectations move up so quickly.

[fudgerella21] 03/9/2019 10:11

Buying pressure building!

[parob] 03/9/2019 10:01

Oli Ash – Senior Sales Manager – joined Bidstack in Aug 2019. Heading up the GroupM account. Previously was Managing GroupM for Partnerships, Display & Programmatic at Lastminute.com (for over 3 years) hTTps://www.linkedin.com/in/oli-ash-03983517/ GroupM are WPP ad agencies. Here is a list of them: hTTps://www.groupm.com/our-agencies Agencies and BusinessesA network like no other. GroupM's Mindshare, MediaCom, Wavemaker, Essence and m/SIX, and specialty service businesses like Xaxis, Motion Content Group and Performance Media Group are leading global operations with distinct points of view about brand opportunities in the world around us.

[throwingmuses] 03/9/2019 09:48

All this amazing progress and so much more to come in the short term yet we're pinned down by the fear of these results. Confused and delighted all at once! Topping up while it's quiet, then I'll be sitting back watching every man and his dog chase it up when the phycological barrier's removed :) How much difference will these results really make in the grand scheme? When everyone wants to buy at once volume will be very hard to come by, watch it tick up by the penny with NT.

[fudgerella21] 03/9/2019 09:13

I feel a big blue day coming!

[fudgerella21] 03/9/2019 09:12

Going up, buys at full ask. Interesting!

[global nomad] 03/9/2019 08:45

Mike, hope you topped up...

[the patient investor] 03/9/2019 08:31

e-sports

HUGE market for BIDS

[scottman72] 03/9/2019 05:41

I wouldn’t sell for anything less than £10B once the revenue starts rolling in. That’s where BIDS will be in a few years and still growing at that. We would all be short changed for anything less.

[global nomad] 02/9/2019 23:17

as long as the company is fully valued for its potential that is fine by me. Undervalued now, obviously, so we have some way to go. The run up to the end of the year should give us a much better picture of where we expect to be in another 12 months...patience is rewarding, no need for virtue...

[moneygenxyz] 02/9/2019 22:44

Hadn’t realized Amazon were investing big into gaming. Looks like they are taking an Epic unreal platform approach as well as google stadia hosting side...thankfully BIDS benefits from all this rather than lose out.



Also, thinking about JD’s comments. The US alignment piece could simply be getting us ready for sale. He specifically stated something around big ‘corporate movements’ in the US gaming space I’m sure. Maybe we are being groomed as we speak and the 12-18 month horizon is just that. I’d be gutted if we sold too early though just as that cash starts gushing in!

[thesaint5] 02/9/2019 22:42

Have a read of this and then think back to the deal announced with Unreal Engine/Epic Games.

[richardjohn10] 02/9/2019 22:22

Great interview, big news clearly on the way. Looking forward to next month or so. Ching ching

[remarkomsoc] 02/9/2019 22:08

Chart looks poorly m8

[throwingmuses] 02/9/2019 21:22

Fantastic review Luke, and I think JD is becoming more understated and confident in the progress being made with every interview. Certainly provoked another top up from me today as well. I agree that the trade desk wouldn't have entertained our little company without some meaty volume incoming on the supply side, so I'm expecting some news along those lines before Q3 is out. Could be lots to come from all angles really, the clues are out there for the well researched indeed :) And thanks to those who are expert in uncovering and sharing some of them on here! Now for calculations......ummmmmm

[moneygenxyz] 02/9/2019 21:04

Well it’d put Drapemeister General firmly in the billionaire/tilt your phone sideways club. Remember that JD - the less dilution the more billions/bullions.

[lukehold] 02/9/2019 20:53

Sorry should have said tilt the phone landscape before you do your calcs

[global nomad] 02/9/2019 20:46

Luke, if I do that i'm going to run out of commas....

well, its still two but you get my drift.....

[lukehold] 02/9/2019 19:47

I've been thinking about the steps remaining that need to be achieved to 'win'. To me now it's simply game contracts. Once we are live in Fifa, NBA, PGA, NFL, GTA and Fortnite.That's possibly only 5-6 contracts away from being a tech giant. Looking at the valuation of trade desk the share price would need to rise by 150x. (Multiply your holding by that for a moment - good fun)

[hazl] 02/9/2019 19:14

Thanks moneygen.
I'd certainly proudly wear a Bidstacks T-shirt!
I hoped when I was in Gemfields we'd get a diamond instead of a dividend but it never happened. 8-(

[moneygenxyz] 02/9/2019 19:02

Luke, really good review - thanks! Couldn’t have said it better myself.

To all the well researched investors on here - keep up the good work.

This BB is an absolute delight. If I was JD I’d be reading it and thinking about hiring some of us... 😍 Elon Musk style. I asked for BIDS branded stuff for us all as brand ambassadors. Getting all fangirl on BIDS!

I can’t even imagine how frustrating it must be for JD seeing investors talking about potential this, potential that, diverging here or misunderstanding the opportunity there.

Either way, I see the opportunity and I hear it loud and clear. In JD we trust.