Bidstack Share Discussion Threads

[global nomad] 18/9/2019 08:57

they may well have realised that yesterday was as low as it was going and have left the field...lets not count our chickens though...i'm sure they will be back.

[global nomad] 18/9/2019 08:37

after all the trading yesterday feels much calmer so far, even after only 35 minutes...

[parob] 18/9/2019 08:20

Hammer Candlestick on the chart suggests we hit the low yesterday. So UP!

[stoaty1] 18/9/2019 08:15

Maybe a bit calmer. With all the panic from some, and the scaremongering from the gang, you would have thought Bids had lost all their recent sign ups. When all of them are live, ie in play which i believe happens in the next few weeks, t/o will rise and in my opinion the share price is worth at least it current value on these deals alone.
I think all need to look to the future, wake up and smell the coffee. If bids only secures 1% of the business over the next few years, it will be a very big and profitable business.
I think the poor H1 figures are mainly priced in, and to be honest it is not that important as I am sure H2 will look alot better, and next year good.

[global nomad] 18/9/2019 08:03

which way today???

[stocktrend1] 18/9/2019 07:57

8p Broker target for Mpm a few months ago (sp under 1p)
Commercial agreement
Directors daughter bought £20,000
Asian institution bought £500,000
Tax rebate due
More news coming

[affc21] 18/9/2019 04:26

Just to add to the fifa discussion,Without looking at my notes I'm pretty sure that FM18 started of with 6 programatic billboards, with the remainder 6 billboards using the traditional fixed advertising method.So no reason that I can think of as to why bids could not do the same with the upcoming fifa game.The likes of Pepsi and other brands could then carry on using the traditional fixed advertising method.

[throwingmuses] 17/9/2019 22:43

Thanks money, great insight. When these contracts are up for renewal it could be happy days for EA and bids. Let's hope they're testing the water this time around, would make sense.

#Get in the game

Cruel hoax or nudge nudge wink wink say no more! We'll find out soon!

[moneygenxyz] 17/9/2019 22:18

Not forgetting BIDS partnership with NoFuchsGiven - a fifa only e-sports team still.

Throwingmuses, I think EA would do the fixed ads themselves if they didn’t want programmatic just yet. Wouldn’t be difficult to get advertisers on board for a season long contract but massively reduces the opportunity for EA.

Impressions would be a simple calculation of 1 impression every 8 seconds or something arbitrary that both advertisers and BIDS agree on.

Eg, FIFA’s impression opportunity might be 250m impressions per day. With fixed ads, that doesn’t change but you’d only be able to sign maybe a £25,000,000 contract with Pepsi (complete guess). If you got thousands of different companies bidding on ad slots at 1 pence per ad then you could have £1 billion in revenues instead.

The impressions are the same in either option. You’d argue that Pepsi would be getting an outstanding deal
based on the above metrics so it’s in EA’s interests to maximise the programmatic side too.

[throwingmuses] 17/9/2019 21:42

Excuse the ignorance guys, but if bids happened to do the fixed ads for EA (as well as some programmable perhaps) then would they be able to get a more accurate idea of impressions back to the advertisers, compared to how EA did the fixed ads before?

[girdz] 17/9/2019 21:37

Haha. .I'm only kidding. No probs.

[moneygenxyz] 17/9/2019 21:36

Sorry GIRDZ, do it to everyone. Names are not my strong point 😋

[girdz] 17/9/2019 21:25

You've got Gridz on the brain pal!! Haha.I re-read the post, and yes of course that's what was being pointed. My bad .GIRDZ

[throwingmuses] 17/9/2019 21:24

Very good point money, I think they would be commenting on it. JD always said supply and demand would come hand in hand, so definitely expecting something large on the supply side to balance things off, EA would be just the ticket, let's see.

[moneygenxyz] 17/9/2019 21:23

I think that’s what he was highlighting Gridz - to back up my point about it never happening. I’m speaking from experience, big fifa fan. Only advertising EA has done in game was in ‘the Journey’ and it was a clunky Adidas/Nike Sponsorship in the story line and of course the different boot brands. Never billboard...

[girdz] 17/9/2019 21:19

All the of those vids for the older FIFA's just have Fifa/ultimate teams on the banners don't they??.Can't see any ads like the clip for 2020

[moneygenxyz] 17/9/2019 21:16

Great post RPITGB.

Wouldn’t BIDS be posting all about EAs major step into in-game advertising if they weren’t in it and didn’t think they stood a chance?

They usually highlight such developments.

It feels like pre-TTD announcement all over again. All the signs pointing at one thing. Remember, according to JD, TTD was only interested because there was a clear route to huge revenue streams.

Something is brewing and whatever it is, it’s big.

[rp independent traders gb] 17/9/2019 21:04

https://youtu.be/vW2pn2LsrZU2017https://youtu.be/-Ilfc9y7Xxc2018https://youtu.be/wQpp3RpKzEk2019Good point moneygem on ea ads in fifa. Its looking promising for a partnership with a new programmatic adtech Company which would in turn, establish a cost efficient, increased revenue stream for them. Do they really need to advertise fifa and EA Sports? Does it subconsciously brainwash you that much?WPP invested in the gaming industry in Aug 2019, this indicates that the demand side is there or will be there... FM Manager, GRID and DR2 alone justifies this MCap. Google stadia. Other developers will follow codemasters and Sega sports interactive in maximising monetisation of thier in game assets. Rocket league would be great next, and obviously EA. ?

[roleybirkin] 17/9/2019 20:56

Girdz,

I believe the revenue for Pubguard was fairly low
Certainly will add revenue to Bids 2nd half and beyond so all helps.

Pubguard were wholly owned by Minimised Media Limited.

Companies House shows that at end Dec 2018 they only had
- assets of £27,985
- Cash of just £5,106 and
- Losses of some £397,205

Not a lot to the accounts but clearly Bids wanted the software.

[girdz] 17/9/2019 20:24

Pubguard..Are we missing something here..Even if BIDS aren't in FIFA Ads, will BIDS still not earn out of FIFA for Pubguards ad security

[global nomad] 17/9/2019 20:03

log, you've just shown again how little you know about how this works....