Bidstack Share Discussion Threads

[numptydumpty] 19/12/2019 11:47

angry people remark

[numptydumpty] 19/12/2019 11:45

nice moneyg. any those titles on bidstack contract list? not a gamer so titles new to me

[remarkomsoc] 19/12/2019 11:45

some people seem angry about good news, so sad

[throwingmuses] 19/12/2019 11:44

Somebody was saying JW on holiday, so perhaps a stand in. Maybe that's why he's doing it now, keeping away from that snake

[billthebank] 19/12/2019 11:42

McFly 45% of what?

[moneygenxyz] 19/12/2019 11:38

Charlotte Cook LinkedIn post:

“A privilege to have worked on several of these titles this year 🎮Roll on 2020 💫



#computergames #gaming #gamingindustry”

[mcfly79] 19/12/2019 11:36

The profit share will be negotiated with each Game Developer.For what it's worth the Peterhouse note was forecasting that Bidstack would retain about 45%.

[girdz] 19/12/2019 11:35

To be fair I would prefer JD to stay away from JW. Should have disassociated himself from JW ages ago

[liz872] 19/12/2019 11:33

Is there going to be a podcast?

[girdz] 19/12/2019 11:31

PWhite - another poster who has no interest in BIDS but likes to stick his nose in.

[moneygenxyz] 19/12/2019 11:30

“ After many months, I’m delighted to share this news today. Thanks to our Bidstack Group PLC team for all your incredible work this year - hxxps://lnkd.in/eEpEJDf #bids #q4”

JD LinkedIn post

[hazl] 19/12/2019 11:25

Ah McFly still posting I see.
Factual posts appreciated.

[throwingmuses] 19/12/2019 11:23

Let's see what he has to say in the podcast

[melody9999] 19/12/2019 11:23

McFly - agree on the agency and DSP. But surely the content provider will take most - otherwise why would they allow advertising?

Someone needs to ask JD some pertinent questions

[ny boy] 19/12/2019 11:21

I have tucked away about 50000, for an initial 2-5 year hold, seems under valued will long term opportunities to enhance shareholder value. Also I have been accumulating (TWD) which listed recently, another interesting play imo

[bbmsionlypostafter] 19/12/2019 11:20

I think Draper did that job for you LTHs v. well yesterday.

It seems as far as he's concerned you are just grist for the mill.

[global nomad] 19/12/2019 11:13

Always odd to see posts that vilify 'rampers' whilst scaring people into selling

[mcfly79] 19/12/2019 11:09

I would expect the majority of the £10m gross ad spend to be booked as revenue by Bidstack..The Ad agency and DSP will take a cut but I expect the majority will remain after that cut, and it will be this which is booked as revenue by Bidstack..I believe Bidstack book this amount as revenue and then show the game developers profit share as Cost of Sales.

[melody9999] 19/12/2019 11:03

BTB 18843 - Have a look at BOKU.
Payment solution provider (as opposed to BIDS - advertiser solution provider)

From BOKU interims 10Sep19
Revenues increased 39% to $23.5 million
Total Payment Volume ("TPV") grew 47% reaching $2.3 billion

So company revenue is c 0.1% of payment volume

In BIDS world £10M advertising revenue at 0.1% will provide company revenue of £10K per annum!

Maybe BIDS can charge more than 0.1% but it is the principle here that is important. Can anyone tell me I am missing something fundamental?

[chrisself] 19/12/2019 11:01

Yes I have wondered where they would get shares myself, but I suspected there were a few nonetheless.

The price hasn't been manipulated in general I don't think - more like sellers and buyers trading on sentiment as the ups and downs of this young company come through.

[bbmsionlypostafter] 19/12/2019 10:56

chris,

Where are the shorters borrowing all the shares they are shorting? AFAI can see there are no institutional investors here, though I wouldn't put it past Draper to rent out his shares for a fee.

[chrisself] 19/12/2019 10:47

some "wise" shorters will hold out until some time in the afternoon so they can buy back in to cover their short when the price may have dipped a bit from this morning's rise.

I hope the share keeps rocketing through until 3.30pm then they panic and buy in higher than ever and drive the price still higher lol

[billthebank] 19/12/2019 10:36

Really interesting statement by Melody 're actual value to BIDS I hope it isn't like Google clicks and it is! Worth £1/200k!!

TBH I can't see that being the case as otherwise would not be worth an RNS???

I think this share has momentum and we could be in excess of15/16 in no time!!! Time will tell. 2020 could be a great year here!!!!