Bidstack Share Discussion Threads

[girdz] 04/9/2019 16:07

Is my app working ok?

[ayl30] 04/9/2019 11:00

String of buys now showing up

[haz101] 04/9/2019 10:22

Think we are getting ready for a move up imo

[global nomad] 04/9/2019 08:20

I think we are still looking for a close above around 32p to break the gentle downward channel (consolidation) we've been in for the last 3 months.

It's hard to see how after all the news and this 3 months sideways movement anyone can seriously consider that this will fall significantly. If you haven't found the opportunity to buy in during this period when it has often dropped below 30p and close to 25p on occasion then you have not been concentrating.

All the links, comments and research posted on this board by the regular posters should be convincing for anyone looking to invest in the future potential of this sector/business.

Interims should be out soon/within 4 weeks and surely accompanied by a hugely encouraging forward statement given JD's enthusiasm. Plenty more news also expected during the remainder of Q3 and then more in Q4 to lead us up to the best Christmas present.

[haz101] 03/9/2019 23:46

I concur with your assessment throwingmuses

[moneygenxyz] 03/9/2019 23:17

Guys, watch this from 2:45 mins.



EA FIFA in-game untargeted un-programmatic advertising.

Looks quality and removes any doubt that EA would be ‘up for it’.

Watch this from 11:45-12:20 mins for FM19 ads which look good and show the creativity available to marketers. DerbyStar and TagHuere.



#DontCrackUnderPressure

Maybe a subliminal message in there somewhere...

[philipc240] 03/9/2019 22:42

When next trading update due out?

[throwingmuses] 03/9/2019 22:41

So if results come in 'as per guidance' don't expect to get too many of these anywhere near where we are now!

[rp independent traders gb] 03/9/2019 22:33

https://youtu.be/GRzJ5totF4QDirt Rally 2, I wonder how much Shell paid?Can't wait for H1 results and trading update etc!

[throwingmuses] 03/9/2019 22:15

JD would've been happy to be where he is now, in January. I was quite surprised by that statement, but seems to me he feels well on schedule to compress what he needs to into this year. You might get lucky hami, I've got the opposite view though...I think just like a share sometimes peaks on the anticipation of good news, then drops on the news, I think this one's been pinned down and even fallen in anticipation of bad news on revenue, and even if it is bad I don't think it's going down further. Not with this outlook, and recent events still to really make their effect felt in the price. That's my take on it anyway, too much making up to do after all this sideways movement!

[thesaint5] 03/9/2019 21:43

The patient investor


Have a read of this, plenty of article out there showing the growing number of older gamers, not traditional gamers like those of GTA or FIFA, games such as cards, candy crush etc are all games that appeal to older generations, if there’s money to be made developers will create ways to incorporate non-intrusive adds.

Market is huge and growing fast, for all generations.

[hamidahamida] 03/9/2019 21:06

Listening to the ceo I got the feeling short term setback on the horizon like doing 3 years work in 1 year has its on problems but over 12 months things will rocket...Sold all my holding watching things develop hope to buy back in at right price

[the patient investor] 03/9/2019 20:59

to sell you what?

[moneygenxyz] 03/9/2019 20:50

I agree The Patient.



35 year olds are usually entering the peak disposable income phase (just as kids are growing up and before inflation erodes any income levels for the vast majority) and as they are entering discretionary spending years as well as big household purchases (which I hope you yourself are enjoying and, if not, I hope that your patience extends 12-18 months 😁)

Also happens to be the most difficult and increasingly difficult age bracket to target.

I’m 27 and you’ll find me on my phone, in a game or on a streaming/catch up service.

Advertisers will salivate.

[moneygenxyz] 03/9/2019 20:40

Smashed that to the top banner as key information list for any newbies over the coming months. Thanks Luke.

[lukehold] 03/9/2019 19:53

Sure - thanks

[haz101] 03/9/2019 19:49

Great post Luke if u don’t mind I’m going to share on our bids twitter group!

[global nomad] 03/9/2019 19:30

Luke, I am almost hoping they miss their targets so I can exploit the foolish price drop on the news and buy a chunk more before everyone digests the forward looking statement.

[global nomad] 03/9/2019 19:27

agree Girdz, that we need results to be out of the way, I took the podcast to mean that if he was told in January that they would be in their current position in aug/sept he would have taken that very positively, i.e. he is very happy with what they have achieved.

[lukehold] 03/9/2019 19:27

If BIDS were to post short of those targets, say hitting 3-4m would any serious investor here sell? Let's look at the what will have changed for the following set of results- Bids are educating the market on how to reach the unreachable generation. Tradeshows, Cannes and social. There are now daily articles about this booming sector- Big brands are buying into gaming in a massive way. James highlights a few podcasts ago that a 130,000 person ad company had until recently only 1 esports representative. WPP have 130,000 employees just shows how late to the games these have been.- Grid an award winning game with longevity and replay ability (key here) has backing of Alonso will be serving ads- dirt (available on steam) will be serving ads- football manager 19 is breaking records with number of users, with surprise demand in China-fm20 will be announced - fm and grid will be on google stadia with huge discoverability and a subscription model. - ads are programmatically available on 4 dsps, 2 in the top ten, serving worldwide with obscene and ever increasing levels of ad spend being pumped though them. - SDK and unreal engine plugin make BIDS ad revenue available to the masses of game developers big and small without the need of lengthy contract negotiations- highly connected team and advisors are having meeting after meetings the biggest names in gaming and advertising- Next level of broker now onboard, more respected broker notes, bigger better clientele Now that's only with all the information to date, imagine revenue from deals around the corner that have been hinted at but couldn't be announced until dsps and ad security is in place.Hit or miss the targets, it's a hold for an investor and nightmare to trade as company defining news can drop at any moment.

[girdz] 03/9/2019 18:50

No I don't think so. I just think they have achieved so much in the last 4 months that JD is really happy the stage they are at. Think about the hires they've added this year. Who was the addition who put together the 180 day plan, Lewis Sherlock?Obvs in Jan JD didn't have the plan to execute. .I wish these results would just be released and we can be done with them either way. I'm really not to bothered what they say as they do not have reflection on what's to come.

[cascadestrader] 03/9/2019 18:44

Interesting comment the podcast yesterday from JD which I felt important. He was saying that if we were now in January, he would be pleased with Bidstack’s current situation. Is it just possible, reading between the lines, that he was referring to the fact that current 2019 revenue has already met broker forecast of around 5.5m? Just a thought..

[scottman72] 03/9/2019 18:17

Just seen my first BIDS advert in FM19. For EFL