Bidstack Share Discussion Threads

[moneygenxyz] 24/12/2019 12:21

10 mins to load up.

Have a good one all!

Cheers GN for the summary.

[moormoney] 24/12/2019 12:19

All systems go for 2020!

[hazl] 24/12/2019 12:19

Feeling uncomfortable again are we?

[aidenabettin] 24/12/2019 12:11

Never in doubt mate.The Algorithm worked it out.#accumulate

[liz872] 24/12/2019 12:11

I spotted that too Hazl :)

[moneygenxyz] 24/12/2019 12:11

Adam...? Where are you?

[hazl] 24/12/2019 12:09

Amusing how after McFly posted the link to the podcast....four different shorters, or those who had sold, came straight on immediately trying to talk it down.....transparently worried.

What a game this is!

[liz872] 24/12/2019 12:06

I did like the bit where he said that there are certain individuals talking nonsense to try and bring the share price down for their own agenda.

[hazl] 24/12/2019 11:50

Merry Christmas everybody.

I will have to listen later.

[stuswanny69] 24/12/2019 11:45

Only thing I took from that podcast was that share holders and shorters are to blame for plan A not going through because of decline in share price No mate that was because we missed H1 numbers, then sold personal shares and now have missed final numbers. I'm still a holder but how is any of that our fault?!

[global nomad] 24/12/2019 11:38

duty calls, cannot finish listening

[liz872] 24/12/2019 11:30

There is a lot of sorting the wheat from the chaff needed in that podcast, may have to listen a few times IMO

Merry Christmas everyone! This time next year Rodders.....

[global nomad] 24/12/2019 11:27

more to follow

[loglorry1] 24/12/2019 11:26

Comedy gold - he says his communication strategy caused a bit of volatility which put off some partners!

Errrmm maybe the fact he and the FD dumped a load of stock after telling a load of lies put them off more!

[global nomad] 24/12/2019 11:26

James Draper, Chief Executive Officer of Bidstack #BIDS discusses their recent trading update and milestone advertising trading agreement.


last three bits of news

18th 40% share price drop
JD "challenging" in short update date becasue it became clear that 5.9m would not be achieved
following news

needs to respect partner re news/what he can talk about

unbelievable amount of progress, type of characters, advisors, tech challenges, involved with BIDS, strong developer base in Riga, what has been achieved, tech fully operational end to end, on trade desk, campaign run programmatically, reporting back to clients, all new solutions, trade desk needed to work out how to make their system work, so difficult and incredible to get this done

interesting, large scale companies, household names, BIDS small in comparison, cannot reveal information now, obligation to inform market when things are contraced,

game side supply has given knowledge with partners on how to report ads in stadiums compared to race track, complicated process, no standardised way yet. lots of time getting that right, now 100% fluid, SDK embedded. now easy for agencies to run test spends, geveryone getting used to how this appears. No one has told them to go away.
very early in value add to game developers, need to educate studios about new ad format and how to make the best use of this and get them excited and trust that graphics will not be compromised.

testing ads in the QA environments, bids has replaced competitors in some test environments, developer resource on initial launch, timelines can be difficult

JD says people can believe me or not but these exciting things are happening

12 months from now wants bids to have the ad category fully formed, installed open exchange by q3 or q4. thats when money pumps through this part of industry.

others more useful under the radaar

before interims some MA activity that was a very large deal that was exciting, but due to share price fall didn't make sense any more. hurried news for interims so sped up somehting to appease market. .

[ratpat999] 24/12/2019 11:23

Awful lot of waffle at least a year before cash flow,big chance they will run out of money before then sell imho