Bidstack Share Discussion Threads

[aidenabettin] 15/9/2019 09:18

Its a fine balancing act for the UK.Keeping in with China,Russia and the US .But we do have amazing technology and world leaders in quantum computing we also have the keys to all the looted offshore money(21% russian).11/11

[lauders] 15/9/2019 09:11

But not as much as superg it seems Parob ;-) We just have to wait for the results and see how bad or good things are when the time comes. Just hope that they are not released on a Friday and right at the end of the month (27th) and in the afternoon as that would be poor form if disappointing. Better to get them out ASAP either way and be done with it but have a good forward looking statement and hopefully some other news about income generation to back it up!

[aidenabettin] 15/9/2019 09:10

Peterhouse are gone and that alone should have spiked the shareprice. If Bidstack are going Nasdaq then i doubt the SEC would approve. Always very nasty when peterhouse have been involved.Who is handling the shorts?.IG or Spreadex .UK investment through Mercia and Maven and you have to look at the gangs actual motives.Its going to be fun watching all the inside info coming out

[hazl] 15/9/2019 09:07

Excellent parob!

[parob] 15/9/2019 09:05

Worth remembering that Pubguard were acquired for shares at 34.5p. They should know more about the business than anyone on these bb's do!

[stoaty1] 15/9/2019 09:05

I don't know his name hazl, are you going to enlighten us?

[hazl] 15/9/2019 09:01

Great post though stoaty.

[hazl] 15/9/2019 09:00

The 'new man' has been brought in as the other failed...stoaty try not to mention his name please.

IMO

[hazl] 15/9/2019 08:55

'I predict that at next year's Dmexco 2020, we'll see a Google Stadia stand here, not just Google and YouTube, alongside other game streaming giants and channels like Microsoft Mixer, and Games Developers who are developing their own streaming platforms, such as EA's Project Atlas and Ubisoft's Uplay+.

Of course, Bidstack will be there!'

[aidenabettin] 15/9/2019 08:55

I wonder what part this has played in the recent attack on BIDS by the gang.Bidstack Group plc (AIM: BIDS.L), the in-game advertising group, is pleased to announce that Stifel Nicolaus Europe Limited ("Stifel") has been appointed as the Company's sole broker with immediate effect.No word of thanks to the previous broker?.Do we now know where information is coming from(of an inside nature)

[stoaty1] 15/9/2019 08:55

Superg, I am not doubting what you say, but believe that nobody would have thought Bidstack would have anywhere near 24 games in H1, and 42 in H2. Also to be fair some of the 9 they have got are pretty big. I am not sure where that leaves H1, my guess is a miss, but a pretty positive announcement for the future.
It takes time to build a great company, and if they had got 24 games by end of H1, the figures would way more than £1.9m in my opinion.

I would also again say that the extremely high calibre of the new directors/managers would not have put their reputation on the line if Bids did not have a great chance of a big future.

I would appreciate it, and sure others too, if you would post a link to Peterhouses outrageous claims.

[hazl] 15/9/2019 08:52

'When asked why he thinks there's still a disconnect between what brands & advertisers and what the world at large understands about gaming, Jacobs says:

1. "Most of the people making most of the decisions around investment and strategies don't have gaming as a personal passion point". And

2. "Most gaming doesn't have advertising in it".

Well... with the work we've been doing at Bidstack, putting native in-game ads, programmatically into games, via DSPs including The Trade Desk and Xandr Invest, thereby connecting brands to the huge gaming audience, that's all about to change. Agencies must now employ GenZ gamers and game viewers, who understand the enormity and culture of gaming and gamers, if they don't want to miss out on the biggest opportunity to engage with an industry that's bigger than video & music combined and 2.5 Billion gamers '

[hazl] 15/9/2019 08:45

We knew that there would be an absence of news in this time-frame.

We were given to understand that Q4 would be news-rich.

That time is nearly upon us!


Let's see if it is all we hope for!

[hazl] 15/9/2019 08:42

'So good the see ⁦⁦@NintendoAmerica⁩ new ad for #NintendoSwitch is aimed at young girl gamers! Did you know that the average UK gamer is an educated 43 yr old woman?! 👩 🎮👧 🎮👵 #getinthegame'
0
6
20

I thought that was interesting...the average age was a 43 year old educated woman.

[superg1] 15/9/2019 08:40

So the key line, it was in the 2nd news.

First up the BIDs management have been selling this as the wonder of the advertising gaming world as if gaming companies would be falling over themselves to get the native in-game advertising tech.

So in demand that Peterhouse forecast there would be 42 games in play by the end of H2, 24 in H1. That is what they based their forecast on. They also had a comment of 25 mill impressions per day for a game, but in news FM showed 1 mill for Asia.

Reality is they have 8 games with another come into play this month. I believe no other games have appeared since it floated, FM was already there.

So £1.9 mill H1 and £5.9 mill YE based on the numbers looks way out. 27 employees had turned into double or more so costs are way up.

It all equates to revenue missed by some way if you base it on actual numbers v the note.

The line in the previous news which sticks an axe through the in high demand promotion.

"Previously it was necessary for us to form relationships with games developers on a one-by-one basis. We will continue to do this, but growth from this strategy alone takes time."

So they were happy to pump it up but not tell anyone it was difficult to secure games, but they finally admitted that plan was not working.

Hence you have no extra games signed up so far and currently 9 v the forecast 42.

Meanwhile they have been taking large numbers of staff around the world trying to promote the company. EG 14 to California. Would that have been 1st class and Business class, or cattle class. The high calibre recruiting they have been doing imo equates to £75k/£100k plus per year to drag such folks out of their jobs.

So H1 out soon, forecast for that based on 24 games and they have 8, H2 forecast based on 42 and currently 9.

On appearance they said they were unique but as you all know another company is in play. I have yet to check how long ago they came into existence. If they have been around a while, how did the Bids guys over-look them.

[hazl] 15/9/2019 08:30

HMMM....back in August



'Getting a 50-year old vehicle into a video game is a challenge. This is how we got a Mk1 #FordTransit into @xboxuk
game, @ForzaMotorsport'


followed up by....

'for the second time this week a major brand has announced plans to step up their involvement with esports and gaming! We will be watching @forduk
's announcement at @gamescom
with interest '
🚗

👀

🇩🇪
#bids #GetInTheGame

[girdz] 15/9/2019 08:27

Two partners to pay. .Correct.One of which said, believe trade desk, would only do a deal if BIDS could show they could generate significant revenue ie make it worth their while..11 working days of q3 left. .I reckon some news this week

[superg1] 15/9/2019 08:21

Not looked in for ages but the net is closing in now.

Warren re

I have a lot of respect for JW listen to all of his podcast’s, however he came over in the podcast as more cautious now regarding Bidstack when he stated he has reduced his holding down to 6% my holding is far more than 6% due to the potential in Bids.
He also stated investors should not keep getting carried away with the potential, yet it was only a short time ago he was stating he could see Bids at £1.00 by Xmas, I think he has been pumping Bids far too much, I believe Bids will Become one of the best investment’s I have made only at more of a steady rate, the potential is mind blowing.
GLA.


What JW actually said in his first pod casts which was highly irresponsible and imo he should be sacked for was that everyone should ignore anyone with a negative view.

I haven't listened to recent podcast but have my focus on one and intend to quote what the CEO said.

But a quick point, since I was last around 2 pieces of news have come along which as usual had the pumpers milking it. Those 2 pieces of news are two new partners to pay, two taking a slice of the money.

The key line is worthy of a post on its own.

[aidenabettin] 15/9/2019 06:52

This is part three of a multi-part series on what we believe is THE biggest and most exciting challenge in computing today.. hTTps://medium.com/scape-technologies/building-the-ar-cloud-part-three-3d-maps-the-digital-scaffolding-of-the-21st-century-465fa55782dd

[aidenabettin] 15/9/2019 06:50

Linked to Peterhouse the previous broker?

[lauders] 15/9/2019 06:37

Not quite sure what an investment company focused on small cap exploration companies is doing with a holding in BIDS, but there you go:



Probably not a large holding. Just found it interesting.

[aidenabettin] 15/9/2019 00:45

Replying to 8641. hTTps://www.exchangewire.com/blog/2019/08/30/up-to-65-of-location-targeting-ad-spend-is-wasted-the-ozone-project-selects-improve-digital-as-first-european-ad-tech-partner/

[aidenabettin] 15/9/2019 00:26

hTTps://twitter.com/Liftshare/status/1169259375606796295?s=19.Not sure if the links are relevant.Over to you roley