Bidstack Share Discussion Threads

[parsons4] 29/9/2019 12:02

stoaty1 I agree I was one that was going to top up on any setback. For sure the figures for the 1st 6 months are not going to be great. This is why the shares have not gone ahead despite the recent good news. But JD's brilliant late RNS on Friday has well negated that IMHO. I very much doubt that I will be able to top up at below 28p on Monday morning. There may of course be quite a few shorts closing ( I very much doubt there was much closing on Friday). It is going to be very interesting !!!!!!

[robski7288] 29/9/2019 11:51

What I really meant to say was a HUGE HUGE thank you all the posters who have contributed enormously to my investment strategy - I was fortunate to find Bidstack at 18p due to the Interactive Investor site and have continued to invest based on actions by James and the team, the company's long term potential which is amazing and some amazing insight from many great posts

Monday is just another day in the life of Bidstack, one that will soon be a distant memory as we grow exponentially

[lukehold] 29/9/2019 11:04

Log was long on Thomas Cook and hadn't heard of Bidstack or Football manager until about 4 weeks ago. So not sure what inside intel he's getting but keep it coming... pmslHis only angle is that often the numbers projected for startups are out and he's jumping on that.We already have a world class board of advisors and they aren't only here for Simon Goslings home baked cakes. Continue to voice your expert opinion and projections though maybe James will ask you to join the board. Maybe even make a special role. How does Principle Advisor to the board sound? I hope there is an RNS on Monday about it.Then you can speak directly to Jon epstein, Nav sunner, Will Kassoy, Pete beeney, Joel Livesey, Mike Hayes, Ian hetherington, Lewis Sherlock, Derek Wise and Jon Koronaios and coach them single handily saving all our investments.

[aidenabettin] 29/9/2019 10:40

Never filter any of the gang. It helps research and assists with tracing where their information may have come from ie brokers,nomads,market makers and spread betting institutions..It always pays to check political affiliations and twitter following/followers.Always take screenshots and file.#knowthegangknowthegame

[affc21] 29/9/2019 10:31

Log has been on my filtered list for sometime now (years), refuses to acknowledge any valid points that do not fit in with his agenda.Best deprived of oxygen, as they say.

[affc21] 29/9/2019 10:22

Some maths:TTD with a $2.35 bn advertising market (2018 figures).AppNexus with a $2 + bn advertising market (2017 figures).Dentsu Aegis Network with a $54 bn advertising market.If Bidstack were able to utilize just 0.01 % of the above $58 bn (combined) advertising market that works out at $580m per annum. Shows the potential.(being ultra conservative when considering competitors (Anzu) and other avenues for advertising).

[robski7288] 29/9/2019 10:17

I don't Log (Forgive the Pun)in to this chat site very often but hey Log I just want to says thanks. Your insight is amazing and has helped me make all my key investment decisions in Bidstack.

Your financial acumen is second to none(Well maybe. I just wish there were more posters like you, tell it how is backed up by Real Facts (oops that may be a little lie)and here help us all achieve our dreams.

Your great LOG

Thank you

[moneygenxyz] 29/9/2019 09:59

😂 understandable. Makes scrolling past easier anyway.

I recommend a nice coffee to take the edge off it and try and enjoy some of the positive research that has been posted in the last 12 hours.

Presumably most of us have already been/ will be paid tomorrow. Paraphrasing the right honourable speaker “So the buys have it, the buys! Unlock!”

[aidenabettin] 29/9/2019 09:56

The name calling is 100% justified because of the agenda which is to short the stock for personal financial gain with the help of inside information and a corrupt financial system. Log and the gang dont guess anything they are fed information.Why were Peterhouse dumped with immediate effect?

[girdz] 29/9/2019 09:51

Sorry..Got a banging head from too many tequilas at mates 40th and when I looked in here Tim's was first post I saw. .Results tomorrow, finally put them behind us, and all systems go on Tuesday. Exciting times

[affc21] 29/9/2019 09:48

MoneyG,Your post:"1,800,000 Soccer Manager players (vs 2,000,000 FM) apparently"....I hadn't realised that Soccer Manager was almost as popular as FM, personally had not taken it very seriously as an important client (and hence earnings potential) for Bidstack, very good find.Reinforces what you yourself have previously said, that if Bidstack were to get a decent fill rate within the games that are at present signed up and available, which when combined with the advertising majors recently contracted or partnered, then there is some serious earnings potential going forward.

[moneygenxyz] 29/9/2019 09:48

Come’on Girdz - Filter him. I thought you were on our side.

Silence is golden and will frustrate his efforts.

[throwingmuses] 29/9/2019 09:39

It's Sunday, relax and enjoy your weekend. Monday is coming like a storm on the horizon my friend, you need to save all your energy for the fight

[loglorry1] 29/9/2019 09:26

Just popped in to see everyone flapping and trying to make out that £1.75m forecasts for H1 aren't expected. Presumably because they are nervous a big miss will shatter any hopes of the hyper growth that is needed to underpin the eyewatering £60M valuation.

Some argue that revenue has been stated to be second half weighted. Yes it has because full year is £5.8M with £1.75M in H1.That is already massively H2 weighted.

Secondly JD has stated on Vox "all on track" many times when he's had ample opportunity to guide down if required.

Even assuming bigger H2 weighting with 3 months to go they should have visibility on £4M+ so if there is a miss in H1 they should be able to update how much revenue has been booked in Q3. Look out for that number tomorrow. If absent that speaks volumes.

This is not rocket science all the stats are real time. They also know gross margins which we've been told were 25% so I'd expect some statement of that too. It's absolutely key to valuing the business if say 90% of revenue goes to the game publishers that makes a huge difference. 10% of £5.8M vs all those costs. 70 well paid staff?

No need for all the name calling and silly slagging off of anyone with a contrary view. If it makes you feel better go right ahead but discussing and analysing BIDS is a far more constructive use of people's time.

[aidenabettin] 29/9/2019 09:21

advertisers can target users based on age, gender and location and can rapidly change their campaigns in real time;.A geo-location ( mapbox/scape )company has to be one of the next acquisitions imo.

[aidenabettin] 29/9/2019 08:49

I agree 100%

[stoaty1] 29/9/2019 08:33

aidenabettin, I don't share your conviction that the shorts knew about the news after the bell, and that all shorts are out. The share price would have recovered further if that was so. I also speculate that many who wish(ed) to top up/ purchase at these lower levels have not done so, and were awaiting the results on Monday which are almost certainly going to miss, hence the drop from the early 40's over the last few months.
I for one have an amount to invest on monday, and of course wish i had bought on Friday.
As for the buffoons Davemac and Zane, if you had read this board then you would realise that the vast majority, if not all, expect a miss for the 1st 6 months, so your statements are rubbish, and you are filtered by me as you know nothing, and say nothing of any interest or consequence.

Monday will be interesting, the late newson Friday is very positive, against an anticipated ,by the market et al, 1st half miss. On balance the share price is likely to be more positive than negative.

Its a case of buy on the news, sell on the rumour.

[moneygenxyz] 29/9/2019 08:25

Some more gems I found last night but was too tired to post:

JD and FP (unsung hero?) spoke to folk about plans in the big apple almost a year ago...



1,800,000 Soccer Manager players (vs 2,000,000 FM) apparently - certainly took me by surprise but then again, it is free and it is the only game on my iPhone (research purposes) and I do enjoy playing.

[moneygenxyz] 29/9/2019 08:20

Unity is coming up a lot in old Bidstack job ads.

It’s also in the above mentioned scape.io

I think unity plugin will be announced at some point in q4:

“As of 2018, Unity had been used to create approximately half of the mobile games on the market and 60 percent of augmented reality and virtual reality content, including approximately 90 percent on emerging augmented reality platforms, such as Microsoft HoloLens, and 90 percent of Samsung Gear VR content.”

[aidenabettin] 29/9/2019 07:20

hTTps://twitter.com/boztank/status/1176923678090510336?s=19

[aidenabettin] 29/9/2019 07:19

hRRps://twitter.com/boztank/status/1176923678090510336?s=19.' The research lead for the project is British'

[aidenabettin] 29/9/2019 06:58

A follower of Mapbox on twitter. hTTps://scape.io/.An addition to the Bidstack set up?

[aidenabettin] 29/9/2019 06:47

The past has gone and cant be changed but in the present we can shape the future.Bidstack are presently shaping that future and its going to very bright imo.Cant believe this company is still private. hTTps://www.mapbox.com/

[pauliewonder] 29/9/2019 05:10

I'm happy for the results to be second half weighted. If you believe the story, then tomorrow may be a buying opportunity, although I think given Friday's announcement we may be blue. I see that announcement as far more important given the potential going forward.Happy to keep buying in my SIPP and ISA each month