Bidstack Share Discussion Threads

[aidenabettin] 21/12/2019 10:14

No need to mull small print and cause confusion.Its all about to change and it will blow all of this nonsense out of the water.Just sit tight

[moneygenxyz] 21/12/2019 10:13

That makes sense numpty - I also think it’s a natural renegotiation point. The adage link speaks about it as a ratchet.

Anything over £10m might require differing terms.

[aidenabettin] 21/12/2019 10:10

Great article but a drop in the ocean compared to what's coming here (imo).BIDS have been chosen as the epicentre of this new adtech era.#accumulate

[numptydumpty] 21/12/2019 10:09

but liz, here is the bit i am mulling through. you are unknown agency and you have committed max £10m. I get that, as your legal team would insist that your liability is limited and hence the words 'max £10m' are inserted. so there you are. protected. but, you sell the ingame ad space to your clients, they allocate spend, they love it, bids get games on board and the £10m runs out in august, and thats it they shut up shop for the year? thats the bit that makes no sense. the agency cuts its nose by stopping and ceases to serve its clients. i dont think so. logic says they continue and therefore no max exists. the max is just there legal protection but they would bat on. there is no maximum otherwise nothing makes sense. that changes everything if my thinking is true or am i going mad?

[moneygenxyz] 21/12/2019 10:03

Thanks affc! Couldn’t believe that someone was selling because they imagined a 5% fee... not even in the realms of industry standard that... I don’t think BIDS is a sell out with negotiations based on historic accounts.

You are right though, I feel everyone on here is up to speed (with exception to the mean spirited ghouls and ghosts that magically appear and disappear when challenged with maths) but definitely useful for anybody reviewing the opportunity after the exciting RNSes this week!

Keen to pick up some more smashing posters and researchers on the journey to JD’s valuation target.

[affc21] 21/12/2019 09:54

Now I have just stolen this post from the other side (dark clouds still) and felt it warranted posting on here:With Thanks to MoneyGenxyz....If you are invested here you need to get your head around the way this works.Read the following:Www.adage.com/article/adage-encyclopedia/commission-system/98405Industry average is 15% fee for ad agents. Do you think BIDS is an industry average ad agent for game developers? If so, that's your base case. If not it could be 25% as suggested by the historical accounts (Gross Margins) but could be more or less depending on commercial terms negotiated - just assume 15% minimum.Ad agency XYZ with up to £10m commitment may charge their clients a mark up of 17.5% to take their 15% fee and give Bids £10m. Bid's £10m revenue is then passed onto game developer after taking a 15-25% slice. Up to £10m equates to up to £1.5m-£2.5m gross margin to cover admin expenses.Still not enough to break even as the Chairman said in half year but with £2-4m in the bank (cash time in June £6m and admin expenses per annum likely at £3-4m run rate) in the bank currently we may not even need a fund raise, however, accept that this is still a possibility and position according to your risk/dilution aversion.Finally, as an accountant this is all accounted above board and correctly. I really value lots of posters on here but I feel decisions are being made emotionally and conjecturally. The industry is hot and the industry is profitable (look at TTD cash flows). This is a pothole, the road ahead is looking clearer than when you invested back in Sep 18 -Jun 2019! Eyes on the road, not in the rear view mirror....Not sure we need educating on this bb, but for any newbies it's vital that the way the business operates (to best of our knowledge) is essential as an investor.Especially in light of the fruit cakes that appear from nowhere with misleading statements

[liz872] 21/12/2019 09:54

Well my take is that the unknown agency have allocated £10m per year for this in their next 2 years budgets so will spend up to that. One of the last lines a company scrimps on is their advertising, for obvious reasons and because the sales director will want to ensure it is kept in the pot and not reduced in subsequent years.

IMO

[numptydumpty] 21/12/2019 09:49

and if christmas eve closes at 12p we meet when shares close at 24p. i get its a double but not floating my boat. i would still be losing

[cramond11] 21/12/2019 09:47

Morning all, meetup at each doubling up-good idea GN, will be happy to buy a round of drinks for the first meetup, two rounds for the second....etc

[aidenabettin] 21/12/2019 09:32

Thats the game plan as well you know.Spread fear and confusion .Major investment coming to BIDS.#accumulate

[affc21] 21/12/2019 09:31

Don't think it's entirely upto the agency, probably more upto the agencies clients will have the final say. But the unknown agency does seem very keen to plug this new opportunity to its clients, otherwise why sign for such...I agree its very vague, which only adds to the speculation side. Hoping for a podcast to enlighten us...

[numptydumpty] 21/12/2019 09:15

lots for bids to do now. one agency commits up to £10m a year for two years. could be £1 some say or could be a max £10m say others? but there surely is no max. so why would this one agency commit anything? they could just sign and commit zero. they would still be signed! and they would still be able to flow brands to bidstacks ingame audience, so why commit anything? nothing makes sense?

[aidenabettin] 21/12/2019 09:00

Exactly but we will be operating at a level way above Pubguard imo.One of my first posts was to say what a fantastic move it was to buy Pubguard.The Israelis will take that side of the business to the top level.All looking very good.#accumulate

[affc21] 21/12/2019 08:57

From your link Aiden:"According to a recent survey by Advertiser Perceptions, among advertisers, "transparency" is the most important word of 2019, with brands rightfully seeking more insights into campaign performance and media quality than ever before.1 Similarly, 60% of US advertising executives cite a lack of transparency as the biggest challenge for digital spend optimization.2"Thats where Pubguard and the tracking pixels come in for a similar level of transparency for us...

[aidenabettin] 21/12/2019 08:41

Very nice.I love the tech!!!!!!. hTTps://www.verizonmedia.com/press/Verizon-Media-to-Deliver-Unparalleled-Programmatic-Transparency-to-Advertisers-and-Brands.#accumulate

[aidenabettin] 21/12/2019 08:38

hTTps://admix.in/

[angel333] 21/12/2019 08:20

I do fancy a Chinese

[aidenabettin] 21/12/2019 08:18

The deal will allow entities within the Dentsu Aegis Network, such as Isobar, Carat and Amnet, to use Tencent data to create data solutions plus consumer insights for clients and builds on work already in place, .Written on a wall in Beijing .'Tencent and Dentsu Aegis forge 'big data ecosystem' in China'

[aidenabettin] 21/12/2019 08:08

hTTps://www.indiantelevision.com/mam/media-and-advertising/ad-campaigns/dentsu-x-amnet-launch-indias-first-programmatic-in-read-audio-campaign-for-amfi-190819