Bidstack Share Discussion Threads

[throwingmuses] 09/12/2019 23:28

I could hardly be further from the city MG! Just like to see how the market's behaving, and when we get exceptionally odd things happening, like 600k on the bid for days, not getting filled. How do you get the volume up? Swing it around, create fear, orcistrate a fairly wide ranging attack covering all angles of fear, all aspects, across both boards, it can be compelling. Worst thing is, whoever is accumulating, they'll take them off us on the way back up as well cause many will be more content with 18,20p.... So giving plenty volume moving both ways to allow closing out shorts or building a position at a great price, whatever it is that's going on. One thing's sure, they're not all here without reason, some of them definitely too smart to waste their own time like this.

[moneygenxyz] 09/12/2019 23:26

Agreed Luke! FM is smashing it!!

[lukehold] 09/12/2019 23:20

FM doing much better than anyone predicted. It's launching on switch tomorrow, more revenues will be rolling in. Also would be a good day to announce other news, wasn't dentsu and bidstack giving away Nintendo switches at a joint event recently...https://www.google.com/amp/s/www.givemesport.com/1527730-andy-murray-admits-he-suffered-from-a-football-manager-addiction%3famp

[moneygenxyz] 09/12/2019 23:05

Throwing a nice window into the MM’s mind.

Are you close to the city? Or is this general observance/ experience with the market?

You strike me as someone very switched on to the things I’m generally ignorant to (MM games etc)

[moneygenxyz] 09/12/2019 22:51

Interesting addition to the website:

‘IN-GAME AND IN REAL LIFE
ADVERTISE IN
YOUR OWN WAY
We offer brands and advertisers the opportunity to reach their target audience through in-game advertising and esports. An exclusive partnership with the leading esports team, NFG allows you to interact with the community in both a virtual and real world setting.’

Pimping out the NFG sponsorship?

[bobman1] 09/12/2019 22:33

I still remember the day of the interims when the share price tanked to 18p and then massively rebounded. That was on dire H1 revenues but sentiment soon returned. Today just baffles me on no news so can only imagine it's based on blind panic and not being the 'last one to turn the lights out' syndrome.Personally speaking I can imagine a company like Codemasters buying a chunk, considering their mammoth acquisition in the US would make a 10% holding here look like chump change. After all, it's a win win situation considering they are one of BIDS largest customers and so have much to lose if something dire happens to the company and much to gain on the cheap if it does really well.At least it gave me the opportunity to buy 250k shares at 14p and bring my average down so should be grateful I guess and if this is oversold I hope the investors come back tomorrow (hopefully with some news as a bonus).

[stoaty1] 09/12/2019 21:56

Good reasoning NumptyD.

I am just fascinated why Superg1 takes such trouble, in multiple posts today to tell us all is finished.
Is he a genuine kindly person trying to help us all from ourselves?.......... I don't think so!

Perhaps you can enlighten us Superg1?

Any way, the news blackout is unnerving, but will hold my shares and nerves as there is a fair bit of evidence out there to support the Bids proposition, so I for one am not going to be moved and trust my own judgement.Could be wrong, but at this price, i am a holding!

[numptydumpty] 09/12/2019 21:43

observation as new poster.
lots and lots of derampers!
lots and lots of scared, nervous shareholders!
both normal in falling market and falling share price!
buy why?
nothing changed since interims announced 30th sept.
not a sausage but no news fearful!
but why?
board said mouths shut and they are shut.
but why?
board team busy delivering at pace.
but why?
revenues next year focus. hit targets obvio.
but why am i confident?
ttd
dan
appnexus
unity
sports i
cody's
google stadia
nintendo switch
PMP's
quality board
quality advisors
just ignore every deramper
who cares if they sign nothing new for 6 months
just deliver all of above and keep mouths shut
oh they are!

[aidenabettin] 09/12/2019 21:38

hTTps://twitter.com/LisaManley15/status/1204145864488497154?s=19.Bidstack in the game

[remarkomsoc] 09/12/2019 21:37

Your m8
My m8
Our m8
Yanni!!

[numptydumpty] 09/12/2019 21:36

great update aidey matey. wonderful.

[aidenabettin] 09/12/2019 21:26

Bidstack's unique inventory has been trading programmatically since 2018. However, this new partnership with The Trade Desk will make Bidstack's inventory even more accessible to any advertisers wanting to reach the unreachables..Not only a deal with TTD but also.....Bidstack adds senior Spotify and The Trade Desk talent to advisory committee as it plans for future growth (BIDS)

[global nomad] 09/12/2019 21:22

Stumble, thanks for the confidence but I really don't know much so please don't rely on my observations too much..however once you take a view on everyones posts on this board I think you can see both the woods and the trees and also the furniture the timber will make...

those who can see will not be relying on pure speculation, but on reasoned extrapolation, nor will they be referencing outdated broker notes or conspiracies...

we have seen games with ads, we have seen the brands involved. if you can see out the drop in sp, the doubters and not be surprised if we do miss revenue targets but get soem clear growth indicators then we will be set for 2020.

I am annoyed in the short term ( and significantly down) and at lack of newsflow but I am not worried going forward into next year, just hoped we would be launching from a higher price and with stronger positive sentiment

[remarkomsoc] 09/12/2019 20:53

U r ded rite m8

[graphite bot] 09/12/2019 20:48

Am I right in saying Nintendo switch is being launched in China tomorrow with FM20 available to purchase. ( Chinese don’t like football do they). Oh yes they do and happy to spend big on it.

[aidenabettin] 09/12/2019 20:35

You seem to forget I've called the corruption correct at TSI.It's no different here and I am attacked in just the same old way.What's not being brought up here is the money laundering,Sanctions and back door listings with multiple companies being set up for tax evasion purposes..They choose london because you wouldn't get away with it in the US,Canada or Australia.You can do anything you want in london with no questions asked.Sad times being a brit

[superg1] 09/12/2019 20:21

So Peterhouse made those forecasts based on number that Bidstack are nowhere near, Peterhouse got the boot.

Football manager was prominent in the admission document too.

EG

On a typical day, around 150,000 people play Football Manager, with an average time in the game of 4 hours per day. Based on evidence gathered during the trial phase, this generates around 25 million potential impressions per day.

Jan news

FM19 launched in early November 2018 following successful beta trials incorporating Bidstack's platform with approximately twenty advertisers;

-- Bidstack's platform is live in both FM18 and FM19 with approximately 1m impressions per day in Asia alone in December 2018;


So Peterhouse in the sell to get backers said 25 mill per day but for 4.5 billion of population the actual was 1 mill (25 times less)

They also added

"with particularly good traction for FM19 in Asia."

So what they were telling you was that FM was popular in Asia which is 4.5 bill of the population and the actual impressions were 1 mill compared to 25 mill in the admission document.

Now start adding in other Peterhouse calculations on that huge variance. 25 mill per day v actual of 1 mill for Asia. 9 games instead of 24 and 42..

And many wonder why some of us have been reporting a huge miss coming for a long time.

That good traction and others hype got £27k for H1.

All it takes to forecast this is a quick read of the admission doc, the note and the news. The conclusion is then simple.

It's not some mystery plan to attack Bidstack it was just warning that the CEO must be talking BS as the actual games and impression miss by a long long way compared to admission doc claims and the note.

Both completed by the booted out Peterhouse.

[stumbleupon] 09/12/2019 20:18

GN you are one of the very few whose updates I like to read...hence why i am not panicking ....had been looking for an update from you ...explains reason for your lack of updates ...I 've just landed at Schiphol ...Will be working here for a few days ....Will look to buy some tomorrow