Bidstack Share Discussion Threads

[girdz] 15/9/2019 10:07

Sooner the results are out the better. End all this speculation either way.

[aidenabettin] 15/9/2019 10:07

If an M&A event was about to take place would i sign deals with a competitor?.I think Bidstack may have been asked not to sign any new deals at the moment.It could complicate matters

[2prsimo] 15/9/2019 10:05

So why have Stifel been brought into this "vignette of deceit?"

[superg1] 15/9/2019 10:04

V funny :-)

Obviously the actual figures will be the reality of it all.

[girdz] 15/9/2019 10:03

Super g your post has absolutely no credibility as your second paragraph says you have friends. .How can any one believe anything that comes out your mouth after that blatant lie!!

[robski7288] 15/9/2019 09:52

Looking forward to the next RNS and H1/H2 results
FACT 1

In Jan Bidstack confirmed It had managed to thus far sign 9 games for multi-year exclusive ad contracts and incorporate its proprietary platform successfully with approximately 20 advertisers. It has also placed digital advertising for a number of global brands, including 188 Bet, BooHoo Man, Audi, MG Motors and Volkswagen.


FACT 2
Bidstack is serving “digital dynamic advertising into games across different continents, proving that the platform can scale globally.”
Signing games is only one side of the equation, DSP’S on the programmatic supply side platform such as PubMatic, a platform that allows advertising buyers to select Bidstack’s media channels (embedded in-game advertising) to meet their audience profile needs will add to Bidstack’s ability to ‘frictionless scalability’ as quoted by James.

FACT 3

What is exciting for a company like Bidstack is the fact that the video gaming industry is worth £3.86bn ($4.85bn), more than the video and music industry combined, according to the Entertainment Retailers Association (ERA).

FACT 4

The original broker note from Peterhouse suggested revenue could grow from £0.3 million to £5.9 million in 2019, rising to £20.3 million in 2020. Assuming that they’re were biased because they participated in the IPO for Bidstack, scaling this back 50% would still give attractive revenue growth with a healthy gross margin of around 40%.

Business model
Bidstack signs agreements with games publishers and developers in order to receive access (preferably exclusive) to advertising space within the games. Bidstack then sells this space on global Demand Side Platforms (DSPs) where companies and brands can choose when and where they advertise. The company is the middle man with the technology to inject the advertising using their API offering the publishers an extra revenue stream and the brands a new way of reaching potential customers. It is a winning formula as data is given from the publishers, processed by Bidstack, and used to sell more advertising space.

[stoaty1] 15/9/2019 09:52

superg/log please post a link. I , and maybe many others, have never seen these figures. It was certainly what i based my considerable investment in this share, so post or shut up!

[aidenabettin] 15/9/2019 09:51

Its similar to dumping Align research

[aidenabettin] 15/9/2019 09:50

Best thing to date that Bidstack have done was to DUMP peterhouse with immediate effect.Now they can be taken seriously in the US

[loglorry1] 15/9/2019 09:49

The Peterhouse note on BIDS is available on request from the company via any good full service broker. That has all the targets in it. These targets were recently confirmed via 10 minutes from James Draper ummms and ermm on the Justin PR show.

[hazl] 15/9/2019 09:43

Ho ho ho.
If Bids was as bad as all that, why would two of them in unison have to attack
us over the weekend?

ITS BECAUSE THEY FEAR WE MIGHT HAVE TOO MANY SUPPORTERS
AND THEIR POSTS WONT MAKE ANY DIFFERENCE.

IMO

[parob] 15/9/2019 09:43

Someone missed some key lines out from their quote earlier so I will post the full comment here:James Draper, Bidstack's CEO commented: "Our collaboration with Epic Games and their Unreal Engine team provides Bidstack with a frictionless opportunity to scale. 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. Our new arrangement with Epic's Unreal Engine enables developers of all sizes, by adding Bidstack's technology to their game, to open their ad inventory to global media buyers and potentially attract advertising revenue from the world's leading brands. This collaboration with Epic also gives advertisers an expanded access point to the gaming community, making it even more attractive to advertisers seeking to reach gamers, at a time when revenues from video games are larger than music and video combined."

[superg1] 15/9/2019 09:41

Lauders
It's not about Pub but a basic rule of forecasts and the numbers Peterhouse put in it.

24 games used for H1, 42 for H2.

Form that they came to £1.9m for H1 and £5.9 mill total using 27 staff on costs.

The reality is way off on the numbers so logic suggests so will the revenue.

If you make a forecast and don't hit it then you have to tell the market. In April they had a line which covers them but many don't seem to believe that means H1 missed even though it seems clear to me.

The Nomad said it's clear but would not state whether it meant revenue missed or all on track. That's bent in itself.

Don't you worry if they miss I'll be the first one to report it to the FCA and AIM along with the emails I have sent to the nomads that they have not replied to. Along with details of the phone call.

All IW s trying to do was clarify the meaning for PIs that think it doesn't mean H1 missed there were plenty that thought it meant all on track.

A simple question, PI confusion pointed out and the Nomad refused to state either way. So you have a Noamd that is happy to refuse to clarify a simple point they signed off in an RNS.

Hopefully all is well but the numbers simply don't add up and Peterhouse getting the boot doesn't add any 'comfort' for me.

These are not big games they are in to hit the revenue. It's a start up process too, it takes time to build up. You have others to displace.

Then add in 25 mill hits per day in the note turned to 1 mill per day for Asia where they said they had good traction.

[girdz] 15/9/2019 09:34

Applies to super g as well

[stoaty1] 15/9/2019 09:34

loglorry1, if superg is not going to send a link to that prediction, why don't you?
I am not saying the info is incorrect, but can not remember ever seeing it, or anybody else on this board. So as the Duke of Wellington, "print and be damned"

[girdz] 15/9/2019 09:34

So much energy to talk BIDS down log lorry on a Sunday morning. You sad sad person. .What goes through your brain. Do you think I must get on ADVFN and belittle a share I'm not even invested in. Honestly what an imbecile. Surely better things to do with your life. .At the least the true investors here have the collected interest of success for BIDS and are looking forward to next few months. You just come on here and continuously slate.

[2prsimo] 15/9/2019 09:34

superg - quick questions - do you know anything about Peterhouse and the background to the placing with BIDS? and more importantly do you know why Stifel were brought in?

[2prsimo] 15/9/2019 09:32

Looks like the shorts are really pushing their agenda this weekend folks, hoping for more weakness come Monday morning and into next week - seen it all before - some are bulls and some are bears - take your position and wait for guidance from the company.

[parob] 15/9/2019 09:30

The Directors at Pubguard would clearly want to go with the company that offered them the best future. They went with Bidstack - for shares at 34.5p. 25% higher than where we are now.

[loglorry1] 15/9/2019 09:27

Pubguard is a tiny company with a tiny balance sheet. It's immaterial. Just look it up at companies house.

[parob] 15/9/2019 09:26

Also to add Justin at Pubguard said they had a few parties interested in acquiring them including a well-known US West Coast company, but went with Bidstack. I wonder why.

[loglorry1] 15/9/2019 09:24

Why no ad hominem attacks on @superg1 for his bearish comments on BIDS? Lol you guys are hilarious. SuperG and I may not agree on VRS but I think he's right on BIDS likely revenue miss and huge cash burn.

As for "nobody expected 42 games..." Ermmm yes they did BIDS gave that number to the house broker who published the note. This was the companies projection which led to investors getting excited and £70m market cap. If they don't deliver back to IPO price or below and that's before a big raise to pay all these staff and their associated expenses.