Bidstack Share Discussion Threads

[aidenabettin] 10/12/2019 08:42

Never heard so much nonsense in my life.This will be a unicorn along with TSI.Just sit and watch it happen

[mlf51] 10/12/2019 08:30

At the very least bids should be putting out a " we know of no reason why" RNS

[throwingmuses] 10/12/2019 08:23

Keep it going log! When you lose momentum you're toast and you know it!

[moneygenxyz] 10/12/2019 08:15

Perhaps Bellendimo will give us some pertinent insight into next month’s SP?

[numptydumpty] 10/12/2019 08:14

now i go to work. need to work. my retirement is ruined. all down to logs and aidey mcrampy.

[moneygenxyz] 10/12/2019 08:11

Shakes head.

Jaknife and Logs appearance brings bad omens.

Or maybe they are insiders.

[numptydumpty] 10/12/2019 08:10

if only we all knew logs

[loglorry1] 10/12/2019 08:08

Its a low margin business. Even at 20% gross margins 1m revenue is 200k gross profit. The net losses will be gargantuan. The share price will be crushed.

You also forget they'll have to raise as they have no cash and huge cash burn. That will rinse existing holders anyway.

That sort of revenue proves nothing useful.

[numptydumpty] 10/12/2019 08:07

over 500k sold in 6 mins

[numptydumpty] 10/12/2019 08:02

sellers out again

[numptydumpty] 10/12/2019 07:58

don't be a cxxt loglorry. even at £1m rev there is value. £1m is 3 x 2018 rev's and proves that a rev model exists.
at £1m given a rev model and the tech in place I would say a fair share price would be 12p.
Now if you go with money's £2m the share price is too low.

[stoaty1] 10/12/2019 07:56

I think your views are the same as me, in the short term. However, we were told that there would be a period of acceleration behind the scene, stealth in effect to keep competitors guessing, and I don't doubt that that is something to do with it.
We see too many impressions on FM, with a lot of big players, to think that bids are not gaining traction. And at this stage I would think that the testing is done!!

[loglorry1] 10/12/2019 07:53

If BIDS has not produced any significant revenue in 2019 and by that I mean sub £1m then the share price will go to 2p or less. There will be nothing left but a cash guzzling business run by a liar with a failed business model.

Given the failure to update the market I think that prospect is highly likely.

[moneygenxyz] 10/12/2019 07:43

Me too stoats, it’s tough.

Share price is the key driver to shareholder value and in the absence of news it’s difficult to see how BIDS is maxing our value right now.

I’m bullish in that I can buy more shares at this price but I’m bearish because who knows where it could go anymore?

[stoaty1] 10/12/2019 07:38

parsons4, my message was aimed at MG, moneygenxyc, not you! I do agree that this news blackout is doing Bids absolutely no favours, and we need an update. However, at these levels I am bullish, tempered by the obvious worries.

[moneygenxyz] 10/12/2019 07:35

Absolutely not Stoats!

The trend is clear and I’m afraid, as positive as I am, my gut is telling me that the direction of travel will continue unless management deliver their aim of making our Christmas break a good one.

Now expectations will be wildly different for each person in that respect but news of revenue (£2m will do me), forward looking news, operational news or a deal finally announced (still hoping for Activision) will be enough.

The management must be able to sense the frustrations from some very loyal SHs.

5-9p is extreme but go back 8 months and I was laughing at 12p targets telling people that I’d be buying lots more. Being honest and admitting that you are wrong is part of the process... but I still firmly believe in BIDSTACK over the long term.

JD has backed us into the proverbial corner and we are being punished for it... if no news arrives I’ll be looking forward to a solid 2020 rally... and also looking for funds from somewhere so I can load up on more!

[stoaty1] 10/12/2019 07:12

5-9p, MG, I think that is a little extreme, have you turned to the other side?

[global nomad] 10/12/2019 07:12

(good) morning all....looks like there will be much less expensive presents around the tree than previously expected...

[moneygenxyz] 10/12/2019 07:08

It’s somewhat reckless by the company Parsons but I tend to agree. It’s why I think a lot have sold recently.

Why hold when you can pick up at 5-9p?

It’s certainly a game of chicken and not sure LTHs should be the ones playing it... ESPECIALLY after the mid year shenanigans which was a farce let’s be honest.

[parsons4] 10/12/2019 06:56

I can't believe there will not be an RNS in the next few days. In fact with some big deals yesterday an RNS today is very possible. I am also imagining a single figure share price momentarily !!!!

[moneygenxyz] 10/12/2019 06:51

Good spots Luke!

11 working days.

9% chance of an RNS.

🎁

[lukehold] 10/12/2019 00:06

https://iabtechlab.com/working-groups/open-measurement-working-group/ Grace cookes involvement here too

[lukehold] 10/12/2019 00:00

https://iabtechlab.com/working-groups/openrtb-working-group/ Checkout Alan ngai, bidstack product managers involvement here with some big names in the industry

[lukehold] 09/12/2019 23:56

Good post money, how quick ppl forget. Maybe bids were set back 6 months with the mistake of going with an api instead of an SDK. They will catch up, It's now less than 7-10 months from their exclusive inventory being truly programmatic and biddable with the recognised ad format which they are pioneering with dentsu and the IAB.Wait until we get a peek at something like this being created for in game native ads. Look at those working group connections https://www.iab.com/insights/playable-ads-for-brands-playbook/