Bidstack Share Discussion Threads

[kron76] 19/12/2019 10:33

Thankfully I stayed away from this board yesterday during the storm (assuming it would be fairly toxic) and topped up in a few batches throughout the day. :)

If you want to dabble in penny shares you have to accept the rollercoaster, take a few opportunities to accumulate if they present themselves and back the play long term - daily swings are a given at this level of share price/maturity of company so never quite understand the panic or even the excitement as it swings either way?

As for the non holding commentators? WTF is that about?

[affc21] 19/12/2019 10:31

Bad timing of news comes to mind, but on reflection:They released after hours news on a Friday (Bidstack Group PLC Strategic Partnership with Dentsu Aegis Network),followed by the disappointing Interum Results on the following Monday morning before opening of market.Clearly timed not to spike the share price before the disappointing Interum Results.So some thought obviously had been put in...

[parsons4] 19/12/2019 10:30

Like Girdz and chrisself I have not bought or sold any shares yesterday or today but I believe that this will come right over the next year despite the bad handling and dishonesty of JD.

[chrisself] 19/12/2019 10:26

Nice one Girdz - I expect we will both be still in this time next year.

I also expect many more games and ad agencies will be signed up.

[girdz] 19/12/2019 10:22

Chrisself - my position is exactly the same as yours. Have not sold 1 share but nor will I buy any more. .Am comfortable with my position to the point yesterday i actually thought I might just have to write these off. Not now. Bit of shenanigans over last few months but that will be long forgotten come 2020. .I suspect the deal took some time to arrange to the point where it's was pointless committing to 2019. .In the business I'm in if we get new opportunities late November, December we would often push out till 1st Jan if we can and then book all income in the new year of account. Btw I am not implying BIDS are booking anything before someone misconstrueds what I'm saying

[melody9999] 19/12/2019 10:21

BIDS revenue model...I have been trying to understand this, and re-post some of my earlier post 6642 below before commenting on today's RNS.

Perhaps an advertising industry expert can confirm my suspicions and answer my questions to guide us??

====
Bidstack's specialism is in in-game advertising and that is where we have IP. The other parties are
- content providers and aggregators eg games manufacturers such as Codemasters and Google Stadia
- advertising agencies who have relationships with end client (the businesses that want to advertise)
- end advertisers
- DSPs who create market places for content providers and advertising agencies eg AppNexus.

Our SDK now means we can offer advertisers the opportunity to advertise in-game as part of their advertising mix.

So where does our revenue come from? Well the end advertiser (or their agency) presumably has to agree that this is an attractive way to spend a portion of their budget. We then get an agreed (very small) slice per impressions / click through for providing the technology allowing this to happen.

=====

Today's RNS states "gross media expenditure up to £10,000,000 per annum" That's fine but some suggestions from posters that means £10M revenue to BIDS is way off the mark. Maybe a comparison can be drawn with payment providers? They process £MM of transactions but get a small % of transaction value.

If this was 1%, then up to £100K annual revenue from this deal to BIDS. If it is based on impressions / click throughs...then who knows.

In reality, suspect this is quite a small deal for BIDS. But the company has done nothing to clarify likely deal value, which is disappointing and is likely to store up more investor discontent down the line.

Am I right, or I have missed something fundamental here?

[calum] 19/12/2019 10:20

What is annoying about the RNS of yesterday and that of today is that I don't think JD realises yet the consequences of how they are phrased and how to deliver them.

Just take the DENTSU announcement - after hours on a Friday followed by the missed interims debacle. Had they DENSTU announcement been alongside the interims then it would have had a positive effect and would have negated the intermims disappointment.

Same as yesterdays' - surely that could have waited until today and done together? You are not telling me that on Tuesday evening they decide RNS the trading update and on Wednesday they managed to sign a £10million deal?

Either JD is very naive or it is deliberate. Comms could have been handled alot better.

[2prsimo] 19/12/2019 10:13

It's all meaningless waffle UNTIL the revenue is ACTUALLY booked.

[remarkomsoc] 19/12/2019 10:08

Bottmzup Premium Member

Posts: 2,759

Price: 11.00

No Opinion

RE: The AnswerToday 09:41

Just had a look on the other channel and been reminded of this statement from back when JD used to do podcasts...(remember those days!)

JD: When an agency decides to spend, let's say for example, £4m with you Bidstack, the moment that is signed we would RNS something of that size, and in order that we can service something of that amount of demand we would at the same time announce a bunch of games as well which that advertising spend could be run through.

[chrisself] 19/12/2019 10:06

Morning everyone.

I haven't sold a single share in BIDS, not even yesterday. I also didn't buy any further shares yesterday as I have a full allocation of BIDS shares and have no intention of having all my eggs in one basket.

I would say if you sold yesterday and you regret that decision, don't stay out of the share, jump back in and in a year you won't care about this episode.

For balance, if you don't regret selling out yesterday and are more comfortable out than in, I wish you well and hope you have a blinder on some other shares.

So glad to see many of my favourite posters still in, and well said this morning many posters on here like MoneyGen, and Girdz on your last comment in particular.

And I presume from your posting that you are still in Hazl. I'm so glad about that :)

Hang tight everyone, this baby is a wild stallion

[chrisb17] 19/12/2019 10:05

Is Aiden back from his kibbutz trip yet? We need more info.

[iamgreat1] 19/12/2019 10:03

Expect a placing is being arranged

[hazl] 19/12/2019 09:55

here upto date numbers

[hazl] 19/12/2019 09:52

gartner.com chart is interesting.

[girdz] 19/12/2019 09:45

Teepee - you are correct I know nothing about VRS. The first sentence I was quoting some muppet. .And because I don't know anything about vrs, have no interest, nor hold shares, I won't be commenting on the VRS Bb. Unlike some idiots on both LSE and here

[hazl] 19/12/2019 09:41

'In 2020, we expect this to change. With the gaming industry enjoying an approximate 10% year-on-year growth over the last few years (and with cloud gaming now here), we anticipate an increase in the number of advertisers participating in gaming and esports. And with this change we expect to see brands and advertisers demonstrating a better understanding of what being a ‘gamer’ really means.

Many of the people in that audience would have played Scrabble or Candy Crush on their morning commutes or have played the occasional round of FIFA with friends, but won’t identify personally as gamers, which of course they are. Once advertisers recognize the importance of gaming and esports and the engaged, diverse and growing audience they can reach, in-game advertising will have a more prominent place in all media strategies. It will become a key channel for advertisers to invest in and will become an ad category in its own right.'

[1teepee] 19/12/2019 09:40

Sorry that wasn't a pump , only mentioned as versarien was mentioned

[1teepee] 19/12/2019 09:39

What is graphene?Even more importantly Who can make real graphene?

[1teepee] 19/12/2019 09:38

You obviously don't know much about versarien;)

[girdz] 19/12/2019 09:37

You weren't even in

[yump] 19/12/2019 09:35

What shape are the dots forming though ?