Bidstack Share Discussion Threads

[10ak] 19/12/2019 13:33

Don't feel sorry for those who sold. You never sell on a spike down nor do you buy on a spike up. You hold your nerve, clear your head and re look at the bigger picture.

[remarkomsoc] 19/12/2019 13:26

i think hartlepoolbob sold!
oh god

[hazl] 19/12/2019 13:17

feel sorry for one or two people that sold out at the end of the day yesterday,posting over on L S E.

[hazl] 19/12/2019 13:16

what a difference a day or two makes!

[moneygenxyz] 19/12/2019 13:05

But we know that PWHITE? It's nothing new.

Inventory values of £90m in FM19 whereby BIDS could take £22.5m on 25% share. Inventory average is 15% for ad agents but BIDS isn't average right now... so there is your bear case.

0.01% of Gross Payment Volume Melody... Really?? You are comparing the bank industry with the ad industry? Banks can turnover billions so a lower % to cover admin is normal...

Every LTH here knows how the revenue model works thanks to tireless and honest research. If any newbies need pointers we can dig you some research out from our BB archive I'm sure.

[numptydumpty] 19/12/2019 13:04

not zero rev's. bids stated yesterday rev's growing month by month so clearly a number. what we dont know is what was month 1 (£25k for ex) and when was month one (October for ex)? we will know soon as a/c's will be released

[10ak] 19/12/2019 13:01

Think it's great that we've gone from speculation of there being zero revenues to now.. How much revenue.

[napoleon 14th] 19/12/2019 12:53

D1NGA - take it at face value... It means people are willing to work with BIDS.
A big agency, at that, or so we're told.
That's all we're told - the rest is speculation.

Before everyone calculates what speed we're up to, the wheels have to start turning.
This is a step in the right direction, that's all.

[hazl] 19/12/2019 12:52

Clearly some posters haven't sen the calibre of advisors BIDS have been working with.

[phowdo] 19/12/2019 12:48

No way the big game publishers are going to give away 45% of advertising revenues to an intermediatery like BIDS, it will be single digit percentages at best.
Go research how EA negotiated Sega on the amount of royalties they paid them to develop on Genesis for an example of how ruthless the likes of EA,TTWO,ATVI are.

[pwhite73] 19/12/2019 12:46

Well I'm not going to argue the finer points with you. I've called it other companies you've called it game developers. The point I was making that you have technically agreed with is that the £10m contract is not solely with BIDS. Even your £2.5m I consider a little optimistic buy hey ho.

[d1nga] 19/12/2019 12:39

Up to means sweet fa
I'm going to enter a contract tomorrow which may be worth up to £14000000 on the other hand I could lose my lottery stake.
Hard numbers or it means nothing

[liz872] 19/12/2019 12:39

No Bidstack on the Vox podcast today - Maybe tomorrow.

[affc21] 19/12/2019 12:35

MoneyG and Stoaty, that is exactly the way I read it also... In agreement there.

[remarkomsoc] 19/12/2019 12:30

could be new games 2mrw ;)

[moneygenxyz] 19/12/2019 12:30

Pwhite and Melody are deliberately sowing misinformation.

I think the BB is knowledgable enough to know that Gross Ad spend is split between Bids and Games Developer.

Given Cost of Goods Sold of 75% it's fair to assume BIDS retains 25%.

£10m gross spend between Games developer and BIDS could therefore = £2.5m gross margin for BIDS.

Emphasis on could as it may be more or may be less depending on the agreement with games developers and historical accounts are limited in info due to lack of revenues.... The agency will not charge BIDS - they charge the advertiser otherwise there would be a conflict of interests.

To suggest that this is for some other company is ridiculous PWHITE. Verging on irresponsible BB chatter.

[napoleon 14th] 19/12/2019 12:12

I'm still in 100%. Neither bought nor sold any.
Communication is a problem at BIDS, exploring a new sector without much corporate management experience, rather like a mad professor who has trouble relating to any aspects other than his science.

BIDS is only just moving on from venture capital status to market realities.
You're mistaken if you think it is more than that, so expect this share to be a game of snakes and ladders. Just stay realistic and not over exposed.

BBs overflow with cheap gossip/opinions/bias. Tell me about it!
I know first hand how gossip tries to gain importance without the slightest substance in what is said, usually riding on someone else's coat tails.
That is the "Sheriff of Aim"'s stock in trade. His personal business record is a disaster so he now spiels his cheap tricks about everyone else.
So I don't post often.

What I do know is that this sector has huge potential and is gathering impetus. If you flip your lid at every bump and pothole in the road, this isn't for you, nor is it if you get euphoric when another prospect materialises. I expect more of both...

Bottom line, "If you can't stand the heat, get out of the kitchen!"
If BIDS fails, it's part of the risk/reward equation; better luck next time!
If BIDS pays in spades over the next five years, you deserve the reward.

[cyclades] 19/12/2019 12:07

Is there going to be an interview at all with James does anyone know?

[pwhite73] 19/12/2019 11:59

Now we're singing from the same hymn sheet. It is a gross amount the ad agency has agreed to spend. The £10m is not solely with BIDS. Go read it again and very carefully. Speak later.

[riskybusiness1] 19/12/2019 11:59

To be fair the ceo here told you all £5.9m worth of revenues for FY19, sold out £400k odd a month or two back whilst saying all on track for this year and then announced a trading statement basically saying zero revenues at all for this year & then literally immediately after announced a deal supposedly '£10m gross spend' which is for your own interpretation on what that actually means and just ignoring everything that just happened.Talk about goldfish. Great concept, likely will deliver down the line but management are deceiving and not to be trusted. I'd go as far as he should be sued & sacked for what he has done here. Surely you guys are looking to take legal action from the outright deceitful management

[stoaty1] 19/12/2019 11:55

PWhite your maths are correct, but is says up to £10m across a broad range of the advertising agencies clients. Its all in the release!

[pwhite73] 19/12/2019 11:51

£10m per year is £833k per month. Are BIDS saying that is how much the ad agency will be spending with them. BIDS need to make it clear the revenue is across a broad range of companies.