Bidstack Share Discussion Threads

[global nomad] 27/12/2019 09:19

Given this was an article from 2015 it is still just about at the turning point from network tv to streaming services and resurgence of high quality tv. The principle remains however, as it does across all forms of media, film festivals are a similar market - huge business happens at Cannes for example. I have no doubt that all the gaming and digital ad business follows a similar pattern. This is where the advisory board come in with their connections and access.

JD mentions all of these things directly or otherwise and we will have to wait weeks or months for the information to be released....but it is clearly happening.

[moneygenxyz] 27/12/2019 09:09

Insightful post by Wilson63 over on LSE.

“ To be fair it's rather embarrassing of those not invested to be posting on Christmas and Boxing Day, I just kept on eating, hey sometimes the food is so good. I digress, from the podcast the words "upfront committed "



Now if you take the trouble to read this article and come to your own conclusion, mine is that when it's signed a placement will be a long way down the road. Gla.”

[global nomad] 27/12/2019 09:00

morning, I think the market may well be becalmed for another weak generally but I am wondering if the podcast will be enough to put a line under the last 6 months and get the share price (as opposed to the business) holding stable or stringing together a few blue days.

It is clear that the sentiment is not in JD's favour and that the content of his words may not be enough to shift everyones belief in what he says. I do wish that more of what he says in the podcast could be reflected in the very brief RNS's. We've seen plenty of companies adding information to an rns beyond what is strictly necessary, bids seem to be very literal on this front.

Clearly JD feels gagged and trying to find a way to imply and hint at things going on without tripping up. he also has to be careful not to put anything in the podcast that reveals info to a limited audience.

glad he notes JW is talking nonsense...

[affc21] 27/12/2019 08:10

Looking ahead:
...

Bidstack Group PLC Trading Update


Bidstack has also been working closely with some of the world's largest names in computer game development and publishing. Access to a number of well-known games is expected in Q1 and Q2 2020.

In addition the Company is achieving considerable progress in making the Bidstack platform available in cloud gaming services.



...

Bidstack Group PLC Milestone Advertising Trading Agreement

Bidstack Group plc (AIM: BIDS), the native in-game advertising group, is pleased to announce that it has entered into a two year trading agreement with a global marketing services group commencing on 1 January 2020.

Under the terms of the agreement, the advertising group has agreed terms for gross media expenditure up to GBP10,000,000 per annum for the next two years.

The Board believes this agreement will give Bidstack's stakeholders increased confidence in the value of Bidstack's potential and will provide a persuasive rationale for some of the world's biggest games developers and publishers, with whom the Company is currently negotiating, to accelerate their adoption of its technology.

[hazl] 27/12/2019 07:23

cascadestrader....he would have to post under a different poster name for that.

[lauders] 27/12/2019 06:38

You may well have a point there mlf51. I certainly hope the upwards part of your post is correct. The onwards part is a given ;-)

[mlf51] 27/12/2019 05:45

Lauders
Perhaps the silence coincided with the M&A talks, if so that is all done for now, onwards and upwards.

[aidenabettin] 27/12/2019 05:20

Sounds like an exit provided.A paid deramper who is fed inside information? .It's high time the FCA and SFO looked into these reoccurring offences. Why is it that none of the accused ever defend themselves?.JD you were 'PUBLICALLY ' called a 'LIAR' with company information having been leaked(officially imo)and the only response is that he(TW) is a paid deramper. Board changes to be announced in Q1 imo having already been decided..Another establishment shambles

[lauders] 27/12/2019 02:34

Haven't checked out the BIDS website for a while and just noted this page:

Seems that not only did JD go AWAL until the other day but the newsflow on the site also ceased in October (22nd to be exact). It was pretty consistent before this date. Hope 2020 will be a better year all round in the communication department for BIDS.

[jobcfc] 27/12/2019 01:26

Enjoyed the Podcast...lots to look forward too..interesting that JD intimated that TW is a paid deramper and best ignored

[global nomad] 26/12/2019 20:01

finally getting to listen to the whole podcast

"the future is brighter than we originally thought"

[global nomad] 26/12/2019 17:41

I look in all directions including under the carpet

[angel333] 26/12/2019 17:37

You saying it is false Aiden does not make the accusation false....

[davemac3] 26/12/2019 17:29

lot of waffle in podcast

[hitsha1] 26/12/2019 15:04

Read trading statement from ITV in November also check out Planet V ITV, and AMOBEE.

[aidenabettin] 26/12/2019 14:38

Turner Sports is a subsidiary of AT&T Inc.'s (NYSE: T) WarnerMedia.. hTTps://news.yahoo.com/turnersports-eleague-run-clash-royale-170431637.html.Anzu= Turner+ Pepsi. hTTps://anzu.io/.AT&T= Xander=Bidstack.Got to bring this all together

[haz101] 26/12/2019 14:37

Thanks for your most recent podcast JD it was badly needed to clarify bids position, I hope going forward the company will provide greater transparency for holders where it can without jeopardising relationships/contracts on the ground to support the SP, I think you either trust JD or sell up and move on. I am happy to continue holding long term as I think we are in a far stronger position now from a technical perspective than when the share price was in the 30’s. With Global companies operating in the background and the new Ad category gradually being adopted I am very hopeful that 2020 will be a good year for us LTH going forward. A fund raise will probably be necessary at some stage but if it means the company is fully funded until scalability is achieved end to end and we can start ‘printing money’ I for one will be looking at the bigger picture. Keep up the good work JD, focus on the long term objective and ignore the noise from the keyboard warriors trying to short this stock with very little experience of the tech and preying on SH anxiety.

[aidenabettin] 26/12/2019 14:24

100% false.And you know that only too well.#knowthegangknowthegame

[aidenabettin] 26/12/2019 14:22

Soon be in them all.Who is providing for Fifa?.Anzu?

[moneygenxyz] 26/12/2019 13:56

Aiden, think you were playing Fifa 2020 with them ads. If you were controlling the players, then definitely Fifa.

You might want to double check with your grandson and get your head round the fundamentals - not sure how you can be invested to your level if you mix FM and FIFA up...

PWhite - the use of ‘no revenues’ is factually incorrect. Immaterial against expectations is the correct terminology.

As for ‘Cloudtag̵7; - after reading the first 5 RNSes I wouldn’t have touched it with a bargepole. Think you need to research how revenues are generated here... this isn’t incremental app sales - I fully expect BIDS to bulk sell their inventory given the latest trading agreement. That’s how it’s done in the programmatic ad world. AIM is blessed with Bidstack’s presence imo... as soon as it’s off AIM, I’ll be gone too.

Question to the cynics - if you had a 3 year exclusive agreement to sell the ad space on Piccadilly Circus do you recon you’d be able to sell the ad space within the 3 years? If you had to raise £5-10m to do so and the inventory was worth £25m gross margins per annum would you see the risk/reward ratio as a positive one?

Football Manager inventory is considered far superior to the Piccadilly Circus billboards on many many fronts in the ad industry so if your answer to the question is yes... then you should be invested here. It really is a no brainer.

This will be the cynics biggest regret I am sure of it. Go and research the industry properly. 2023 (FM exclusivity period) is the deadline to get the programmatic cash cow right not 2020, 2021 or 2022. And if we are peppered with a couple of £10m PMP agreements here and there that materialize then it’s a most likely a viable self-funded business model. With an outlay of £5-10m...come on boys you don’t strike me as very commercially savvy. I’m surprised you are even around AIM with your risk aversion. www.Vanguard.com for you lot.

[cascadestrader] 26/12/2019 13:12

PWhite, what specific stocks are you optimistic about going into 2020? Just curious..

[aidenabettin] 26/12/2019 12:52

Make no mistake about it AIM is used by a bent British establishment to launder dirty money.#verydirty

[aidenabettin] 26/12/2019 12:47

AIM is for raising money by the lowest of the low like lenigas.The GOOD companies get out of AIM.#knowthegangknowthegame