Bidstack Share Discussion Threads

[moneygenxyz] 20/12/2019 19:52

I personally don’t think it needed clarification.

Oh well, it’s a positive clarification so the market will like it.

[aidenabettin] 20/12/2019 19:44

Isn't that the point of all of this?.To find an exit route for JD.He has in my eyes committed corporate suicide .It's all part of the plan

[aidenabettin] 20/12/2019 19:42

I was meaning my research was coming together.These deals have been years in the making.Sometimes you have to dig deep to get info

[2prsimo] 20/12/2019 19:42

Winni will have a field day with it I'm afraid - it's more manna from heaven. The ceo needs to go imo. His running of the company in its maturing stage has shown that he is completely out of his depth. From comms to pr; it is quickly becoming a laughing stock after a very bright development stage.

[global nomad] 20/12/2019 19:41

Aiden, i suggest you check the date of anything you find first..its even in the link. Hardly coming together, more like came

By Benjamin Cher-22 June 2017 03:05am

[aidenabettin] 20/12/2019 19:38

It's all coming together .MASSIVE!!!!!!. hTTps://www.thedrum.com/news/2017/06/22/dentsu-aegis-network-and-tencent-team-up-data-technology-and-talent-partnership

[moneygenxyz] 20/12/2019 19:33

Accounting parlance Edwards.

Accountants treat things.

This is an xmas treat in an accountants eyes

[global nomad] 20/12/2019 19:32

girdz, lets both of us not rise to the bait...

[global nomad] 20/12/2019 19:31

Thanks Gen and Muses, makes sense, I think you mentioned yesterday that is how you had read the accounts previously. it just got lost in the turmoil.

having been married for 20 years, i have changed my approach to communication, for a long time now don't mention positive or negative swings, just provide reassurance when asked( sounds a bit like BIDS!!)

[girdz] 20/12/2019 19:31

Age, now education. .Anything to have a dig .Why don't you take the plugging of your website else where

[2prsimo] 20/12/2019 19:28

I don't think the market is going to be too impressed with this latest offering. This really is starting to smell.

[edwards9] 20/12/2019 19:25

RNS: will be TREATED as Revenue.Oh come on.... This phrasing is extremely odd.....IMHO Another Giant Red Flag.

[aidenabettin] 20/12/2019 19:25

hTTps://www.abacusnews.com/games/china-hopes-cloud-gaming-will-spur-demand-5g/article/3037786.What ever is happening at BIDS it's going to be massive!!!!!!!

[adamb68] 20/12/2019 19:22

Obviously well educated.

[aidenabettin] 20/12/2019 19:22

Who pays who

[aidenabettin] 20/12/2019 19:21

Simple solution to who passed who.Buy the gaming company.How much does Tencent already own of EPIC?

[throwingmuses] 20/12/2019 19:21

Really struggling to keep up with the board these last few days, but great to see the usual suspects still going strong today. GN, I don't think anyone really knows that for sure, probably for good reason. Doesn't stop the gang using things that must be kept in house as a stick to beat us with though. As a guess I would say agency pays us gross, we keep a quarter or third or whatever, and then we pay developer their share. As has been said though, this could be one agency of many, and what do we think the ten mil from this one could grow into in year three for example? Exciting times all round. Bring on the new games, prove it up on that scale and make it impossible for the top top games to avoid.

[moneygenxyz] 20/12/2019 19:15

Also GN - that has been my standard reply to my GF haha... although just explained the last 3 days and she’s in disbelief.

Shouldn’t have oops!

[hazl] 20/12/2019 19:14

That's a good clarifying RNS.

[moneygenxyz] 20/12/2019 19:11

Global,

Ad agency XYZ will charge maybe 10% to brand so their numbers will be more like £11m charged to brands (Dentsu revenue)

Agency pays bids £10m (Bids revenue)

Bids pays £7.5m (or what ever the share is) to game developer (BIDS COGS)

Bids retains gross margins of £2.5m.

My understanding based on annual accounts.

And yes adorling... you’d caveat everything after this year wouldn’t you?

[global nomad] 20/12/2019 18:55

now that the noise has settled after the last couple of days and after this latest rns can we have a sensible discussion about this 10m figure.

if it is recognised in BIDS accounts does that mean it is all bids share of the ad spend, i.e does Bids have to pass on 50/60/70/80% whatever to the gaming company or does the up to 10m mean bids 20%/etc share. i.e do the agency think there is an adspend by their clients of 10m or 50m?

client pays agency to place ads in games,
agency pays bids OR agency pays bids and game developer
bids then shares revenue with developer (and pubguard/ and others?