Bidstack Share Discussion Threads

[aidenabettin] 28/12/2019 14:31

hTTps://www.businessofapps.com/news/adjust-rejected-around-200-million-fraudulent-app-installs-in-2019/

[hazl] 28/12/2019 14:30

Spurious examples are their specialty.
Worth filtering in my opinion.

[throwingmuses] 28/12/2019 14:15

Nonsensical from start to finish. First post you said bids were a sham company. No clues as to why that isn't the case? Bids never said who the plan A deal was with, and quite obviously not every NDA will be exactly the same. You're running round barking down all the wrong streets, despite presumably knowing they're the wrong streets, to cause confusion and control the narrative here. Tiresome and ridiculous

[aidenabettin] 28/12/2019 14:04

Not enough attention is being paid to the GOVERNANCE side of BIDS business

[aidenabettin] 28/12/2019 14:02

Would BIDS not have entered into a collaboration with EA when they bought Pubguard. EA are one of Pubguards clients. hTTps://pubguard.com/

[pwhite73] 28/12/2019 13:58

Lukehold2 - "Steady climb back to 20p+ I hope. That upfront revenue deal was a separate deal in excess of 5.9m and could come any day is how I interpreted the RNS."

I interpret it differently. I believe that such a deal never existed and I will tell you why. Believe it or not when an NDA is signed not only are the parties prohibited from revealing the details of the deal they are also prohibited from even mentioning the fact that an NDA has been entered into. For example if EA entered into a multi-million dollar deal with BIDS not only would it want to keep the contents of the deal secret but in addition it would not want its competitors to know that BIDS had valuable IP that was of interest to a global major. So BIDS would be prohibited from mentioning they had entered into an NDA.

If the other party happened to listen to the latest podcast or read any of the BB then they would know that BIDS were referring to them particularly as the figure of the £5.9m was banded about.

That's how you know its a lie and why the profit warning had to come out.

[aidenabettin] 28/12/2019 13:56

But they(BIDS) have something that private companies would like to have.A stock market listing + contracts already signed with DAN,TTD,SI,CODEMASTERS,APPNEXUS(XANDER) and EPIC.I think the penny you are referring too will drop when pi's realise what's happening here..#accumulate

[throwingmuses] 28/12/2019 13:55

Too much at stake not to attack from every conceivable angle. Every colour of the rainbow represented, this one obviously from the more moronic end of the spectrum.

[pwhite73] 28/12/2019 13:25

aidenabettin - "How about Ironsource providing the funding and Anzu providing the patents and all BIDS have to provide is a 'listing' on the LSE"

You really don't understand what's going on. Bidstack Ltd was formed in 2015 by James Draper. The company started off as a one man band then grow to about 5 people doing low scale software work. They signed a couple of contracts to provide native advertising software. Sports Interactive was one and I believe Sega may have been another. Abridged accounts filed at Companies House shows minuscule trade. At year end 2016 they had a net book value of just £1545 and liabilities of £208k. For year end 2017 the net book value was £1562 and liabilities were £124k.

Now in September 2018 they reversed into the old Kin Group who were formerly Fitbug. Many of you would be familiar with those names. They raised about £5 million on the listing. This money catapulted the company onto a completely different financial strata allowing for more advertising of its existence and the hiring of experienced staff to pad out the board. All AIM companies initially do this.

Now here's the very important part. The fundamentals have not changed. This is a company trying to sell its native in-game advertising software in an already saturated and over crowded advertising market. Some features of their software may be unique but that is insufficient to have its competitors sidelined and have old trusted relationships between developers and ad agencies terminated. To date the company is not making any traction in the fast moving game advertising industry. Revenue is still nil.

Word of warning.

The company has put out RNS announcements regarding tie ups and joint ventures with larger outfits. The tie up with The Trade Desk being a typical example. These are not joint ventures are such they only grant access to platforms. You can liken it to the placing of an app in the Apple Store. Apple has to check it meets certain standards etc but it is not a contract with Apple Inc based at Cupertino California.

My personal belief is that Bidstack has nothing that warrants its current valuation of £27 million. Events of the last three weeks has lent credence to this. This stock is heading down to the sub-penny region. Be careful

[aidenabettin] 28/12/2019 12:55

Advertising Market 2019 Unveils Plan to Share Revenue with top key players Google AdWords, GroupM, IPG Mediabrands, Dentsu Aegis Network, AdColony, AppLovin, Twitter, IronSource

[aidenabettin] 28/12/2019 12:07

UK head of cyber security to step down. hTTps://news.sky.com/story/uks-cyber-security-chief-to-step-down-next-year-11896433.Any friends of priti Patel interested?

[aidenabettin] 28/12/2019 11:28

How about Ironsource providing the funding and Anzu providing the patents and all BIDS have to provide is a 'listing' on the LSE

[pwhite73] 28/12/2019 11:00

Lukehold - "The patent was an interesting comment that few picked up on."

In a nutshell you cannot patent software in the digital entertainment and communications industry unless you have years to wait and tens of millions to sue and protect your designs in the courts. BIDS has no intention of patenting anything and couldn't even if they tried.

[hazl] 28/12/2019 10:45

But we can't believe you either log....so let's give it a rest.
Agenda's abound.

I am comfortable with the shares I hold.
Each to their own.

[aidenabettin] 28/12/2019 10:41

Have you seen who are associated with TSI?.Reduced tax?.Enough to make a billionaire choke on his gold infused cornflakes.Try 'Zero' tax.#havanagila

[lukehold] 28/12/2019 10:27

The patent was an interesting comment that few picked up on. Nav Sunner adding his value and protecting bidstacks destiny. It's also astute as under the UK Government's Patent Box initiative, bidstack could reduce the rate of Corporation Tax that they pay on profits derived from products and services which are covered in whole or part by a UK patent.The potential benefits are significant: a Corporation Tax rate of only 10%

[aidenabettin] 28/12/2019 10:26

Anzu have the 'Patents' in place already.[W]ith our patents and partners-the cyber security companies-we can give confidence for our marketers to only pay for viewable ads, and ads that are actually being seen, for enough time, for big enough of an ad.... hTTps://thetractionstage.com/2019/10/24/anzu-io-a-startup-that-brings-real-world-ads-to-in-game-experience-with-itamar-benedy-ep18/

[lukehold] 28/12/2019 10:19

A good post on lse by TredcarefulRE: JD podcastFri 21:53...Coherent outline of the trading update and new agency spend announcements and timingsClear indication that there is lots of going on in the background with more info due Q1Provided clarity on the complications involved in ensuring all involved are adequately served, a four-way need to satisfy the publisher/developer, Bidstack, the placement agency and the brand looking to reach out to gamers.Are you not intrigued by the M&A deal that nearly came off and has not disappeared?Explained the challenge and progress made sign posting the value they can add for developers that largely rely on microtransactions/DLC.Talked about some moving there test spend away from rivals to them.Explained that he expects this new ad category to be fully formed within 12 months which would materially boost revenues.The new agency and Bidstack are jointly incentivised to optimise the deal (some seem to assume it is meaningless).Talked of patents they are registering and will reveal more news in that in due course.Confirmation that there systems can now complete the most complicated part of the process and recognise impressions allowing them to report back to agencies/advertising brands.This off the top of my head, need another listenDo people expect to be taken seriously when they post here but can't even be bothered to listen for half an hour to one of the few opportunities to get info from the horse's mouth outside of RNS releases and can't even pick out glaring positives in the few minutes they do manage to consume.Investing is not easy, timelines slip, businesses are operating in a changing fluid situation, they give you occasional optimised views of where they hope to be and the rest is up to you.Some childish drivel getting knocked out here. Think I preferred the endless allotment nonsense.

[aidenabettin] 28/12/2019 09:50

Goodenough's intense devotion to curiosity propelled him toward a monumental breakthrough that defied even his imagination. We admire that spirit.. hTTps://www.dallasnews.com/opinion/editorials/2019/12/23/texan-of-the-year-finalist-john-goodenough/.#nevertooold

[pwhite73] 28/12/2019 09:37

Lauders - "but if such folk as aiden are ignored why do people respond to them in the first place? Feeding the trolls and doom-mongers is a sure way of creating friction on company specific boards."

Firstly aidenabettin is not a troll for he highlights both the good and the bad. If you want to know what a real troll looks like then look no further than me.

Secondly shareholders respond to trolls and doom-mongers because they are concerned about the incessant devaluation of their investment. They want real and factual information as to why the shares are falling. They cannot get this information from the company (obviously) or from those who have an interest in the stock and still believe the company has a bright future.

[aidenabettin] 28/12/2019 09:32

hTTps://www.campaignasia.com/agencyportfolio/CaseStudyCampaign/455218,how-dentsu8217s-cci-and-cheq-have-so-far-blocked-760-million-unsafe-ad-requests.aspx. hTTps://www.adweek.com/programmatic/anzu-and-cheq-roll-out-improved-viewability-metrics-for-in-game-ads/