Bidstack Share Discussion Threads

[angel333] 20/12/2019 22:05

edwards9
Sounds like Weasel semantics to me....what's BID's Gross margin on the 'treated Revenue?

i guess you don't know the margin as you ask a question. I have an idea but hey, you keep guessing?

[angel333] 20/12/2019 21:59

Edwards9. Good job i care not a jot about your opinion. You either know or you don't

[remarkomsoc] 20/12/2019 21:39

Fortnite is promising, new "free rewards" for the new season.

[girdz] 20/12/2019 21:31

Agree however note could have the best tech in the world but if publishers/developers don't want ads in games then BIDS not going any where. .Obviously I don't think that's the case otherwise I wouldn't be here. .Q1 and q2 games announcements are the company making news for me. .New season of fortnite in Feb I believe. Maybe??

[aidenabettin] 20/12/2019 21:17

BIDS are a Takeover target.Just remember it was me who told you

[aidenabettin] 20/12/2019 21:15

Amazon.com Inc. has also faced attention from regulators about antitrust issues, and it has been repeatedly attacked by President Donald Trump. Earlier this month, the company claimed it lost a cloud-computing contract from the Pentagon because Trump views Amazon founder Jeffrey Bezos as his "political enemy.".Anzu Advertise Amazon Music and. hTTps://aws.amazon.com/blogs/big-data/how-ironsource-built-a-multi-purpose-data-lake-with-upsolver-amazon-s3-and-amazon-athena/.So it looks like it's a 100% gimme that the Israelis are here

[girdz] 20/12/2019 21:05

That's not entirely true. I think the delay in everything has come from a delay in getting games sorted. .For example of unreal engine was live in August let's say, and fortnite announced programmatic ads, then I suspect this deal would have been done earlier. .There has probably been some slippage some where in the chain. JD was being too bullish and not being cautious on delivery. .The well known expected games will drive this q1 and q2. Mark my word. .And on the flip side of optimism, if these games for some reason are not delivered BIDS are toast. That up to GBP 10mil deal will amount to sweet fa. All just my opinion of course

[moneygenxyz] 20/12/2019 21:04

Girdz gold star for your work on LSE.

🌟

[chessmaster10] 20/12/2019 21:02

I feel like i'm in the minority here, in that I'm now trying view bids with complete neutrality.

The suggestion of incredible potential is still there, but there are some big red flags which have to be acknowledged.

When the H1 results came out, the opinion on here was pretty much unanimous that they MUST deliver for FY, but instead they've had another big miss. I think some on here are being very forgiving for that. Really no evidence of delivery yet, but many believing its a sure thing and only a matter of time.

3 games have been live for a couple of months now, and we were told first revenues started arriving in July, but it seems income is still negligible. Why?

We were told revenues would be significantly 2nd half weighted, but that didn't materialise. So they were basing 2nd half revenue projections on deals that were yet to be signed to generate the advertising spend.

Is that normal?

To my mind, projections should be based on existing revenue streams, and new deals would trigger a new RNS to say "based on X deal being signed, revenues are now expected to be ahead of market expectations". It's just another issue with how they're communicating, they REALLY need to improve this aspect in 2020.

On the plus side, whichever way you cut it, the new deal looks like it will deliver an uplift in revenues for 2020, but to a level which is open to a lot of guesstimation.

I'm ready to jump back in here as soon as we get more clarity. The 'Unreal SDK going live' RNS can't be too far off... perhaps a fortnite or FIFA announcement in the works too. Wishlist for Q1/Q2 2020:

- MUCH better communication
- Unreal SDK live
- FIFA and/or Fortnite deal
- No placing
- Clear and transparent FY report and trading update

Hoping for the best.

P.s. sorry, I know I waffle on a bit.

[girdz] 20/12/2019 20:44

That's being polite count. Take the o out of your name and much closer

[girdz] 20/12/2019 20:43

So many people desperate to talk this down on a Friday night!!

[countdracula55] 20/12/2019 20:43

Sheriff of aim my ass, the mans a fool.

[the deacon] 20/12/2019 20:32

Back into single digits on Monday. What a show this company is turning out to be.

[throwingmuses] 20/12/2019 20:31

Waites apparently back to work Monday, maybe he wanted to do the interview himself, or at least give himself more time to load up first. Either way, I think I'll change tack and say there definitely WON'T be a podcast Monday....

[throwingmuses] 20/12/2019 20:26

Just had a look on the other side. Judging by the amount of frenzied stock free bidsters over there I think the high teens might come quicker than we think!

[edwards9] 20/12/2019 20:26

Mid Twenty odd grand revenue in the first half.....so oh about 5k for that period. Maybe twice that guaranteed for the fu?l year.

[moneygenxyz] 20/12/2019 20:01

Historically 25% GM.

They are accounting correctly.

Do you review the accounts?

[aidenabettin] 20/12/2019 20:01

No disrespect to JD but this is way above anything he has been involved with at this corporate level.Make no mistake about I have said all along something very very big is being put together here.I will be proved correct

[global nomad] 20/12/2019 19:58

PS better to have someone who knows their business and trips up with comms rather than vice versa...

[edwards9] 20/12/2019 19:57

Sounds like Weasel semantics to me....what's BID's Gross margin on the 'treated Revenue?Good luck Numpty!!

[girdz] 20/12/2019 19:56

On Monday I think BIDs should release an RNS clarifying what this RNS was clarifying. Haha

[global nomad] 20/12/2019 19:56

I wonder how many people will freely admit to making mistakes or getting a job beyond their true capabilities and learning quickly on the job. I would rather have someone tripping up due to their enthusiasm for an exciting new piece of tech rather than one who deliberately misleads or exploits. They are making huge connections and contracts with people and businesses who look over the horizon and see the future and they are the ones coming on board. The ones (if any) who said no thanks may well be loosing their jobs in a few months time.

I still believe JD has been a little naive rather than manipulative.