Bidstack Share Discussion Threads

[hazl] 05/12/2019 10:31

Never say never Girdz....they seem to have employed the best....there are advisors with clout!

[girdz] 05/12/2019 10:25

Bids have a go at google and face book?.Sorry Aiden but that's the straw that broker the camels back for your continued BS

[girdz] 05/12/2019 10:24

Bobman - exactly what I said. JD has never said gbp 5.9mil, nor has he categorically ratified gbp 5.9mil. .Don't all shoot me down #justsaying

[aidenabettin] 05/12/2019 10:02

A good bit of reference to keep and worth reading as we await news. hTTps://www.businessofapps.com/guide/top-mobile-ad-networks/

[hazl] 05/12/2019 10:00

that mobile ads request growth good link aiden....bodes well

[hazl] 05/12/2019 09:54

perhaps be BIDS one day

[aidenabettin] 05/12/2019 09:42

......Mobile Ad Request Growth.APAC also saw significant mobile ad request growth. The top four countries in the region in terms of mobile ad request growth were:.India – 201 per centJapan – 40 per cent.Australia – 38 per cent.Singapore – 27 per cent. hTTps://www.entrepreneur.com/article/333626

[aidenabettin] 05/12/2019 09:35

Profit warning??????. hTTps://www.bandt.com.au/report-app-ad-prices-soar-ad-requests-grow/.#idontthinkso

[aidenabettin] 05/12/2019 09:31

hTTps://www.bcg.com/publications/2018/guaranteed-opportunity-programmatic-advertising.aspx. hTTps://www.zenithmedia.com/65-of-digital-media-to-be-programmatic-in-2019/.Keep an eye on sweden

[aidenabettin] 05/12/2019 09:27

Only bit of note for me and one to watch from the broker report. hTTps://finance.yahoo.com/news/adverty-partners-us-based-smaato-075300169.html

[bobman1] 05/12/2019 09:18

Thanks to Superjim from LSE for posting a response to my request for the Peterhouse broker note for those of you who are interested.https://www.equitydevelopment.co.uk/edreader/?ltkn=40fd60866a5583961332d4eb553a154clNG4InM%3D&d=%3D%3DwM3QjM

[global nomad] 05/12/2019 09:01

only 4 trades in the first hour....and under 30k volume

....waiting....waiting....waiting

[global nomad] 05/12/2019 08:45

i suppose share price flattening out around 17 should be considered a positive too for now...

[global nomad] 05/12/2019 08:43

pound continues to rise....

anyone have any idea if we are significantly exposed to currency fluctuations - i would expect the global context would mean initial agreements and revenues are generated in all sorts of currencies and so would even out somehow. I know its a bit early to be wondering about this, but its helping with some euro denominated construction i'm working on....though the causes of the rise make me unhappy...torn

[global nomad] 05/12/2019 08:37

Bob, no other number has been mentioned or referred to so far, so I think it is safe to say that being on track and very very very comfortable is in reference to the 5.9m figure.

I think that following the numbers released for h1, we may be more interested in the rate of growth of revenue over the last months ( if that is at all visible) than the overall figure since this will give a clearer picture of trajectory going forward. With what is being posted here about ads and perceived fill rates we can get a sense of a successful growth phase but we also don't know how long it takes to receive revenues from these. Until we have something formal from Bids it will be very difficult to speculate with any certainty.

[throwingmuses] 05/12/2019 08:34

He talks about'the number that's out there', only one number is out there, and that statement precludes any other number that may have been in his head. Chill.

Aiden, not surprised if anzu would have a few big brands, very surprised if they'd get any big games, unless they dramatically improved their product.

[cyberbub] 05/12/2019 08:31

Are people expecting a trading update in early Jan like last year?

[bobman1] 05/12/2019 08:23

Otherwise has JD ever confirmed that the £5.9m is his target? The only reason I ask is, I wouldn't want him to say "all is on track" versus his target but with his target being a much smaller number!!

[bobman1] 05/12/2019 08:20

Does anybody have a copy of the broker note referred to in this article from September 2018?https://cube.investments/bidstack-bids-profit-from-a-whole-new-world-of-advertising/ If so, can you please post on here?Thanks

[1teepee] 05/12/2019 08:17

Must, management are the best and never wouldMislead anyone

[parsons4] 05/12/2019 08:09

Still no comment on this years sales, must be on track ??

[hazl] 05/12/2019 08:01

Thanks lauders....getting down to the nitty gritty now.