Bidstack Share Discussion Threads

[hazl] 14/9/2019 12:03

8676 the saint



Thank you!
Just seen!

[hazl] 14/9/2019 11:22

Not referring to you aiden keep up the good work!

[hazl] 14/9/2019 11:21

Whatever the previous poster says, macro is definitely dodgy in spite of all this interest rate easing .
The thing is the U.S. treasury markets fell hard.
Something is not right when interest rates go down, and treasury values also go down. They are supposed to be inversely related to one another as I understand it.

I still think this is an excellent opportunity to get into a very, very lucrative market.
We just need it to prove itself and quick too , to be frank!

[aidenabettin] 14/9/2019 11:01

Ian Hetherington.Ian Hetherington has over 30 years experience as an entrepreneur, founder and investor in the video game and digital sectors. In 1985 he co-founded the video game developer and publisher, Psygnosis. The business was acquired by Sony in 1993 which saw Ian appointed as the Joint Managing Director of Sony Computer Entertainment Europe, a position he held for 5 years. He subsequently founded and invested in both Evolution Studios and RealTime Worlds Ltd and was Chairman of BigBig Studios, which was acquired by Sony Computer Entertainment in 2007. He continues to work with a diverse range of businesses in areas such as 3D mapping, simulation, machine learning, analytics, autonomous vehicles and machine processable real world data.

[aidenabettin] 14/9/2019 11:00

Bidstack Advisors.Will KassoyWill joined our advisory board in April 2019 adding experience and knowledge of both gaming and advertising. He previously served as the CEO of AdColony, a video advertising platform reaching over one billion consumers globally. Before AdColony Will was the Senior Vice President of Global Brand Management at Activision Blizzard for 13 years, growing franchises such as Tony Hawk's Pro Skater, Guitar Hero and Call of Duty. He also spent five years at The Walt Disney Company, helping launch Disney Interactive and some of its games such as Aladdin, Lion King and Toy Story. He is currently the President of Los Angeles based Omaze who offer once-in-a-lifetime experiences to raise funds and awareness for good causes.

[thefartingcommie] 14/9/2019 10:39

from lse 14 Sep 2019 09:31

The futures bright the futures BidstackToday 09:31

5 things we learned at Gamescom 2019

A condensed overview ?

Bidstack CMO, Simon Gosling recently attended Gamescon and highlighted some of the key things the Bidstack team took away from this year’s show.

1. Brands are buying into gaming
Ford announced prior to the show that it would be making a move into gaming and its involvement didn’t disappoint!
Red Bull was also heavily involved as a drinks partner and trumpeted its partnership with gaming royalty Ninja
And McDonald’s activated at the event in the same hall as Netflix.

IMO – The audience levels and scope are huge for any advertiser

2. Netflix has joined the party
Recently Netflix announced plans to create gaming experiences to accompany their original content. By creating games around Netflix Original series it has been able to extend the shelf life of its shows and interact with its audience in an entirely new way.
It’s worth noting the influence Netflix’s streaming model has had on the gaming industry. Many well-known developers now offer their games not only for purchase, but also as part of a subscription.

IMO – This widens the playing field for game developers to make money from back catalogues and in turn increases revenue links for Bidstack through the retro fitting of adverts in the games

3. Google has landed and looks set to stay
Google’s cloud gaming solution, will offer two types of Stadia accounts: the paid Stadia Pro and free Stadia Base. At Gamescom, Stadia announced a raft of new titles for the platform including Doom Eternal, Mortal Kombat 11, and GRID.

IMO – this again opens opportunities for increased revenues thorough an enormous platform offering games signed to Bidstack

4. Gaming just keeps on innovating
Two games that grabbed Bidstack’s attention for their sheer innovation on the Sony Play station stand were Dreams and Concrete Genie. Dreams enables players to develop their own beautiful games without the need to know how to code.

IMO – An opportunity to work with a new type of online community and research new revenue streams

5. Cloud gaming will open up esports to a whole new audience
The global esports audience comes in at more than one billion people - which is twice the global audience for F1, eight times the size of the TV audience for the World Series and 10 times the number of viewers for the Super Bowl.

It remains to be seen which brands will be quickest off the mark to interact with this growing, engaged and diverse audience.

IMO – An RNS signing us up to ESPORT will be massive and will stop the derampers and shorters in their tracks wishing they had believed as we do that Bidstack is the future of advertising to the masses.

[aidenabettin] 14/9/2019 09:52

hTTps://m.youtube.com/watch?v=ob8SL6yLLy0

[aidenabettin] 14/9/2019 09:22

I dont think Intel will be far away.Bidstack have something very special imo. https://www.aerospike.com/blog/intel-case-study-highlights-how-appnexus-slimmed-down-its-cluster-size/

[girdz] 14/9/2019 08:16

I think you have hit the nail on the head with 2nd to last paragraph. .JD has already alluded to more news in q3 and being tied to releasing due to when BIds partners release. .I think this will all form part of the forward statement. .While not nice to see share price drop, it has been on little volume so suggest nervy PIs disposing especially if they are not used to aim stocks

[stoaty1] 14/9/2019 06:11

ffs all, alot of worry The reasons for the malaise in the share price is, as most know, partly worry about results amplified because of the perceived delay. This is a minor worry, but 1st half figures fairly irrelevant, the forward statement being all important.
The delay in figures feeds into all our fears, and the share price may well fall a little more.
(I make it clear that though that will affect my main holding, I am awaiting an Isa transfer, hopefully by late next week to buy a good few so helps)
So fear is driving it down, and lack of any announcements. But for me, the fear of positive announcements at any time, and the fact that a poorish set of results may by now be pretty much priced in trump's the fear of poor figures and lack of news(we have had loads of good news recently), and nobody negative here will be able to convince me, or many others, that the talent that has joined this company in the last few months joined because the company didn't have a very very bright future.

I can also only think, as JD seems a pretty smart operator, that either there is a great announcement to go with the figures imminently, or he is waiting to be able to give a Q3 update at the same time(it will be a few days to the end of Q3 by the 27th .
Moving into Q4 things will hot up announcement wise, and although the 1st half are probably going to be a slight miss, it will be a relief to get them away.

[throwingmuses] 13/9/2019 21:43

Guess jealousy trumps shame

[throwingmuses] 13/9/2019 21:40

Great post Saint, glad somebody's looking at the wood and not just the trees. Is there a famous Tim on the board? I wouldn't think a famous Tim would come back again, would they? Not after last time? Surely?

[thesaint5] 13/9/2019 21:24

Tim

You refer to global markets being at highs but aim index for the year is down around 20%, if we are being factual.

Rather then attempt belittle folks get your facts right first, doesn’t help your credibility.

Just saying.

[thesaint5] 13/9/2019 21:18

Tim

You keep referring to past revenues and potentials as the company suggested with FM series, what you fail to put forward is the fact they have always stated in order to realise that potential they need to be connected to DSP’s for advertising revenue to kick in. It has never been intention to have direct advertising creating the millions of revenue.

If you understand the unique proposition here it is that we can have advertisers globally targeting their specific audience, that means within the same game you can have a player in China being targeted with an advert whilst another player in the US playing same game targeted with another.

Further to get this to stage of being able to go onto DSP’s they had to create a new advertising category as it was never available before, that is in-game adverts and not those that you see popping up before you can play a game for example. With this now done and two DSP’s signed they are actively selling this available space to clients, our CMO has provided evidence of this on twitter, a presentation to BOSE in conjunction with the trade Desk, that’s fairly significant.

Bidstack have so far delivered exactly as stated, H1 was always going to be much lighter in revenues then H2, for reasons stated above. Advertisers in conjunction with our dsp partners will get the advertising revenues required, with that more games will come onboard, all as stated many times by JD during interviews.

I realise your intention, get folks focused on H1 results and make them forget what has been told to them so far, that’s they have created a new advertising category, connected to DSP’s, meeting with prospective advertisers and on target to hit end of year revenue forecasts. Not forgetting the link with unreal engine, part of epic games, the one that owns Fortnite.

Get likes of BOSE to confirm a deal of say £500k revenue over next 12 months, plus a few more that they have held meetings with, add in those who can deal via dashboard to advertise within game the share price will rocket.

Matter of trusting in James and what he’s said, or trust a shorter who’s focused on backward looking numbers that we know aren’t going to spectacular. For me it’s what the forward statement says and hopefully how things have gone since those DSP’s have been signed up.

[throwingmuses] 13/9/2019 21:14

All I've heard from investors is they plan to top up if results fall below expectations. I'm struggling to imagine where all the sellers are going to come from, esp if we're still sitting at 26/27p. Who sells after the fear gets removed? The fear amplifiers will lose their oxygen, the realisation that the importance of historical results have been blown out of all proportion by some, the expectation of positive news flow returns again. Results will come with forward outlook, and I expect all recent progress to work it's way into the price in quick order. I think results day will be a positive one, let's see how it pans out. Still think the best price will come n go before results are out, some of the doom mongers are probably feeding in already, but I guess we'll never know cause they'll be back with a new ID and bouncing positivity in a couple of weeks time.

[loglorry1] 13/9/2019 21:05

@hazl we may well be on the brink of a downturn as suggested by your esteemed commentator but the point is that it hasn't happened yet. Equity markets are at or near all time hights. So unless you are suggesting that BIDS (a micro cap on AIM) is leading the way down because BIDS investors are really smart and see macro problems before others I'm not sure what your point is.

If there is a big macro sell off AIM microcaps will get slaughtered thehy always do. There will be no bid in BIDS if things get ugly. It hasn't happened yet though.

[aidenabettin] 13/9/2019 20:20

NAME and NUMBER OF ORDINARY SHARES% OF ENLARGED ORDINARY SHARE CAPITAL.Donald Stewart1,149,773 0.47%.JamesDraper41,260,562 17.04%.Francesco Petruzzelli7,250,000 2.99%.Only 242M shares in issue.I think we will see a major holder coming in shortly

[hazl] 13/9/2019 20:16

Not my quote boglorry but one of the most followed gurus...and I believe it is wise to be cautious.
If you get personal then I really know you haven't a good argument.

'Are central banks on the verge of triggering a crisis? @JulietteJDI of #JDIresearch argues that central banks have reached their policy limits & now need to team up with the fiscal authorities in order to generate growth. Read now:

[aidenabettin] 13/9/2019 20:15

Which investors do you think will jump ship?.How many of the herd buy stock priced at 30p?.This is just the usual gang trying to short a spike.And by your own admission you are no expert

[loglorry1] 13/9/2019 20:12

@hazl even for you that's pretty silly. US market hitting all time highs at the moment.

[hazl] 13/9/2019 19:51

Anybody here follow Raoul Pal? I think he's right it's a Macro thing. Still a worry of course.
'Well, thats pretty much every significant trade the market had conviction in, taken out and shot. I literally have no clue as to what is going on apart from liquidation of everything...'

[loglorry1] 13/9/2019 19:43

Ummmm isn't the reason for weakness the realisation that at £70m market cap James better show some substantial revenue growth in 2019H1?

At the end of 2017 he said in the admission document that they had a fantastic opportunity of potentially £100m in possible revenue from Football Manager alone. He said there was 25m impressions a day from that alone with others here quoting £10pcm available. For 2018 that turned into £600k revenue before he paid the game publishers their cut! He's made numerous rampy claims on Vox about many things. So if he doesn't deliver 2019H1 investors will quite rightly jump ship.

For me the absence of a July trading update speaks volumes. If trading was going as well as he states on Vox why not update the market in an official RNS with some numbers rather than take 10 minutes waffling on Vox to reassure that everything was on track to hit £5.8m for 2019.

[1cuthbert] 13/9/2019 19:13

Very well put, TM