Bidstack Share Discussion Threads

[thesaint5] 10/9/2019 20:59

You must be sweating it Timmy, not often you work nights!

He clearly says he has no issue with the target, I personally have no issues with how many words JD decides to use to get that message across, but get the message across he did.

I suspect your homework is as poor here as it was at UKoG and BMN before their meteoric rises, let’s hope same happens here as you are clearly short.

[loglorry1] 10/9/2019 20:46

Yeah 11 minutes of waffle and "ermm and ah" and "all good" and "everything on track" and "some things I can say some i can't" and "nothing changed".

It takes abou 10 seconds to say "I reiterate we expect to generate £6m in revenue for the year".

[thesaint5] 10/9/2019 20:26

Listen to JD podcast from 8 August, from around 14 mins.



On target and clear mention of something big, he also reiterated they have no issue with the end of year forecast which is just less then £6 million, figure from my memory.

Nothing has changed in those short few weeks apart from delivery exactly as said.

From The Drum article today it does appear a strong possibility.

[1cuthbert] 10/9/2019 20:01

Combined with some of Bidstack’s recent job ads.. it would seem there is definitely something significant afoot on the mobile gaming side.

On a slightly different tangent there are also clues / connections that point to something else with Google - on top of any games that will be going in to Stadia. Just an educated hunch based on job ads and certain existing staff members’ biogs

[moneygenxyz] 10/9/2019 19:53

And one of Pubguards clients was King (owned by Activision Blizzard). 2+2 = done deal.

[1cuthbert] 10/9/2019 19:49

Girdz, Moritz Natalini + Will Kassoy = 2 at Bidstack who have worked at Activision Blizzard

[stu31] 10/9/2019 18:25

I don't agree he was less confident, he reaffirmed the forecast but without wanting to get himself in trouble by doing so, after all he was not using formal channels to reaffirm the forecast was he. And the stock won't fly on that forecast because of the market cap, as you yourself point out. It would fly on reaffirming next years forecast imo, which would show momentous growth. We will have to see how it pans out. I don't have a problem with people shorting shares btw, I've probably shorted more than you down the years but I don't think it's right to try to scare people out of a stock that could be a fantastic winner. They haven't disappointed yet have they.

[girdz] 10/9/2019 18:19

Moritz natalini....Have a look where he worked in a past life then read drum article again

[global nomad] 10/9/2019 18:18

"seems to want to waffle on for ages ... without actually saying anything concrete"

[loglorry1] 10/9/2019 18:15

Actually stu if you go back and listen to JD on his Vox podcasts you'll find he is less confident over time. He got himself in a right state trying to reaffirm forecasts without actually giving a number last time.

Furthermore it would be trivial for him to RNS a trading update giving current Ad run rates, CPM achieved and resulting share of that as BIDS revenue. If they are anywhere close to what people have posted on this thread the stock would fly. Instead JD seems to want to waffle on for ages with Justin without actually saying anything concrete.

[snoopy12] 10/9/2019 17:53

Log what is your agenda. I know for fact you are short, pity had you questioned this board when the share price was in single digits then I would have really appreciated. Coming now you are just showing yourself up.

[billyboychrisd] 10/9/2019 17:47

He's filtered from a previous share. No idea which one but I could guess immediately what he was pedalling. I advise to filter and save your energy for meaningful discussion.

[girdz] 10/9/2019 17:38

I thought we agreed to stop feeding parasites on this BB. Same comments different moniker. Move along

[stu31] 10/9/2019 17:19

loglorry1, James Draper has stated twice in the past month that he is happy with the forecasts for this year, £5.9m turnover. He is either very stupid or he is very comfortable with that forecast. In my experience, he would be far more likely to say nothing at this point than twice reaffirm that forecast so late in the year if things were going as badly as you say (or more specifically want, to help your short)

[loglorry1] 10/9/2019 15:24

Good for you Lukehold - just don't understand why such animosity? If you are willing to hold at a £70m market cap for a company with £600K of revenue because you believe the management when they say it has huge potential then I have no problem with that.

I'm not making out that I'm an expert.

[lukehold] 10/9/2019 15:13

You haven't brought anything new to the party. Trying to make out your an expert when first time you've heard of this was two days ago..Most here are heavily in profit and waiting for the big contracts, JD has had 100+ meetings with the top execs of the biggest games in the world. Have you looked at the connections of the advisory board? Simply looking at revenues is fine, it may drop to 20p on missed targets, it may also hit 100p on a deal like fifa getting announced tomorrow. You pay your money and take your chance. I'll ride through any temp dips and top up as I believe currently it's only a matter of time until the big deals are announced. Filtered your pointless posts, time sensitive not sensitive lol

[global nomad] 10/9/2019 15:07

"not at all objective" ....ha ha

[loglorry1] 10/9/2019 14:35

Lukehold I'm making the point that Football Manager is a very small game compared to leading ones. Surely you should like this because it means that if they ever did get in a big game it would be material. Why are you so sensitive? You seem to be in love and not at all objective.

[moneygenxyz] 10/9/2019 14:22

Foreshadowing with Activision I’m sure. A drum article too no less...

[hazl] 10/9/2019 14:20

Certainly been at this level before, and then usually bounces back.

IMO

[stevoc1964] 10/9/2019 14:11

Bidstack (@bidstack)10/09/2019, 16:04Aware that gamers are more forgiving to ads in free, mobile games over £60 console titles, ABM is "doing the due diligence on how to sensitively introduce advertising into premium Activision & Blizzard titles". Native is the way! #GetInTheGame thedrum.com/news/2019/09/1... via ??@TheDrum??https://www.thedrum.com/news/2019/09/10/how-activision-blizzard-media-optimising-ads-mobile-gaming-and-beyond

[lukehold] 10/9/2019 13:49

Fortnite look at the knowledge on display.. how was fortnite built log?

[thesaint5] 10/9/2019 13:47

Right...

“The FM19 family (FM/FMM/FMT) has just surpassed TWO MILLION sales across the different platforms – the first time that one of our annual releases has done this”


You do realise it’s part of Sega group?