Bidstack Share Discussion Threads

[parob] 30/9/2019 13:19

Extraordinary recovery. Well we can say the interims are out of the way now. Let the Q4 news flow commence.We are vulnerable to a takeover approach at this market cap.

[stevoc1964] 30/9/2019 13:16

I topped up at 20p. I was more interested in where we are placed for future growth than revs in H1, although did not expect those figures. The potential growth looks good. Now that these figures are finally out the way .... we can now move on.

[rakepat37] 30/9/2019 13:09

I reckon we will go blue .. any min

[girdz] 30/9/2019 13:09

Questions I'd be asking JD now1. Where's the revenue for FM?2. Was platform effectively switched off to enable redevelopment? Would explain lack of revenue for 1.3. When is beta testing likely to finish, and therefore go live.4. Any interest for developers using unreal engine eg fortnite

[moneygenxyz] 30/9/2019 13:06

I have a sneaky suspicion some traders sold out early and are regretting their decisions.

We’ve seen a 50% drop in 3 months for no rhyme and reason so can’t see why we can’t have a 50% rise for no rhyme or reason from here.

In fact, the 400% rise to begin with had little rhyme or reason.

Welcome to the Aim of the Game.

[hazl] 30/9/2019 13:05

It has been very clear, those that wished for a drop,early on,so no surprise to me anyway that they are persistent in their posting.
I think its been a brilliant come back from earlier on.
Got to mean something!

[moneygenxyz] 30/9/2019 13:00

Glad to see some volume back again - that 300k you were seeing Angel has been lost in the noise. Presumably they sold at 8:00? Care to give us more detail on the big seller you were informed about last week?

[moneygenxyz] 30/9/2019 12:53

Angel are you out now too?

[moormoney] 30/9/2019 12:51

I’m waiting for the next dip too as I was busy and missed out this morning. Happy to keep adding and good to see the rapid recovery.

[aidenabettin] 30/9/2019 12:45

Im sure Pubguard would disagree.Who should i believe?

[richardjohn10] 30/9/2019 12:40

I know that's what I'm waiting for, I missed the boat this morning

[angel333] 30/9/2019 12:39

The buying opportunity was this morning at 18.5p
Not sure it is a buy at 23p

[richardjohn10] 30/9/2019 12:38

Another buying opp coming up me thinks!

[ra23] 30/9/2019 12:31

I still believe BIDS will go on to do very well and I still have faith in JD.ut I have exited for now and am sat on the sidelines. No ads being served from TTD or Appnexus until the release of Fm20 is how it reads to me as well melody9999

[10ak] 30/9/2019 12:29

All in due course. This is not a sprint.

[angel333] 30/9/2019 12:27

RSP 22.77 - 23.25
Almost flat for the day....

Just imagine what would have happened with a decent set of numbers?

[lukehold] 30/9/2019 12:22

Wait for it...

[angel333] 30/9/2019 12:19

Hi melody9999
The trust has gone for me.
How can you trust a CEO and Chairman that talks to hitting target of £5.9mn when they delivered £26,000 for H1.
Perspective - they delivered 1.49% of target....
Let that sink in.

[melody9999] 30/9/2019 12:13

Note below which further supports assertion of very little revenue in Q3. Football Manager 2020 is not released until Nov 19 and is the 1st using the BIDS SDK live. Just cannot see how Donald Stewart says "...but believes that market expectations for 2019 revenues remain achievable.... ". Doesn't add up for me.

The collaboration will also see Sports Interactive releasing Football Manager 2020 with Bidstack's Software Development Kit ("SDK"). A SDK is a sophisticated set of software tools, libraries, code samples, processes and components built to incorporate features and drive user behaviours.

This is the first time Bidstack's SDK will be running live on any title. The SDK's functionality will span from added brand safety and security measures, (enhanced by the integration of Pubguard's ad verification software), to game publishers tracking the real-time health of their inventory in game, via Bidstack's AdConsole.

[time1] 30/9/2019 11:48

Anyone had a look at dev clever

[melody9999] 30/9/2019 11:47

Not me Spag

[aidenabettin] 30/9/2019 11:39

I was there!!!!!!!. hTTps://m.youtube.com/watch?v=fuZyMx2NXZM

[spag444] 30/9/2019 11:34

Are you related to investordean?

[melody9999] 30/9/2019 11:30

Re-reading the HY, the following paras are interesting:

Setting how "viewability" is defined in video games, whether racing, stadium or open world environment games, is crucial to how agencies can report on their ad spend and how they can verify impression numbers within a console environment. This has been a significant technical challenge for our team to overcome.

Prior to the SDK we were operating with an application programming interface ("API"), a relatively simple web-based form of software interface allowing for interaction between disparate systems. Although the API enabled us to control the video player within game environments, it didn't allow for tracking pixels/viewability. As a result signals coming back into the trading platforms weren't giving the holistic reporting that is required to deploy large spends.

Reading between the lines, I suspect these 2 paras mean BIDS have not been able to bill because we have no tool to view clicks? Fortunately, it is also worth noting this:

Our AdConsole, which sits between both the demand side (advertisers) and supply side (games) is also fully operational. This enables both sides to monitor campaigns and empowers game publishers to provide a full self-serve offering, outside of a managed service.

So what I think is happening here is that BIDS could not say: we are not generating revenue because we have no way of measuring impressions. So they have delayed results as long as possible so they are able to say "we can measure clicks and we have a platform that is fully operational.

But - just because they have an SDK and some great relationships - it not clear (to me at least) how this converts into revenue. You can have partnerships with great ad agencies, but they need to sell the 'in-game' advertising concept to their customers. Signing the partnership deal is the easy bit.

All moving in the right direction then but no guarantees on revenue and not something that BIDS can fully influence or control.

[angel333] 30/9/2019 11:30

aidan - I don't think the 'gang' (your fictional gang with the agenda, the insider knowledge, the broker and nomad in there pocket et all) want or need us to think Bids is a Dog
The numbers did that and Draper did that........