Bidstack Share Discussion Threads

[moneygenxyz] 30/12/2019 08:37

It was very vague - presumably if it was an add-on then it’s difficult to convince the other party to take shares when the price is dropping and also dilutes current SH’s including himself.

If it’s an Aiden special buy-out event, which was how I interpreted it, it would have been an X% premium of the share price on X date.

Given the share price had been going south by a penny a day JD clearly isn’t a cop out. He would have been sound with his X millions but a lot of SHers would have been burnt.

Not sure who would be buying at this stage but I recon S4 to compete with WPP. FB, Ironsource (Aiden this does not give you credibility) etc are all contenders imo too. The tech and inventory/contracts are valuable regardless of what people say.

TBH, I want him to see it through now. It’s easy to cash in the chips! He’d regret it ... he just needs to deliver the baby unicorn.

[affc21] 30/12/2019 08:24

Morning all.MoneyG, If I was in JD's shoes, now what would I have on my wish list for the new year...lol.Not sure how to read the m&a that was pulled, was it a international agency or was it something to do with the software side (add on) of the business ???

[aidenabettin] 30/12/2019 08:09

Scuppered the M&A event????.The objective for the gang was to make a case for JD's exit.The M&A was never in doubt imo

[girdz] 30/12/2019 08:08

Would be interested to hear more about m and a activity. .Do we think it was a low ball offer from DAN?.Would that have to be disclosed?

[stoaty1] 30/12/2019 08:06

The shorters obviously have a point, but with recent events things are likely looking a lot more promising. My bugear with the naysayers it that they say the same thing(script) over and over again whatever the more positive tone that is coming through from the company.

Also seems a little strange that towards the bottom of Bids ADVFN page, we have, in big script, TW's short news on Bids. Is that just a coincidence?????!!!!
I don't think so.

[aidenabettin] 30/12/2019 08:02

This is the one that convinced me they are all playing GAMES and something very big will be announced . hTTps://www.campaignasia.com/agencyportfolio/CaseStudyCampaign/455218,how-dentsu8217s-cci-and-cheq-have-so-far-blocked-760-million-unsafe-ad-requests.aspx

[moneygenxyz] 30/12/2019 07:54

Thanks Affc21! Nice morning read.

You either believe JD wants to make us a lot of money or you believe he is okay with proving the shorters correct.

The sinews of my body tells me that he‘ll want to nuke any shorter around given they’ve already scuppered ‘M&A Activity’.

I do have to doff my hat to the short conviction though. People’s belief in the human desire to succeed or defraud makes for incredibly polarized boards.

I’m long, very very long, and I’m okay with that. I don’t need anyone to convince me otherwise - the business does all the convincing.

[affc21] 30/12/2019 07:33

And also a reminder that the Milestone Advertising Trading Agreement stipulates they will be earning Significant Advertising Revenue from this deal (as shown below) and will not be a freebie:Bidstack Group PLC Milestone Advertising Trading Agreement.This agreement is the result of several months' work by Bidstack and is a hugely positive development PROVIDING THE COMPANY WITH ACCESS TO SIGNIFICANT ADVERTISING REVENUES from top tier global brands which will help fuel its future expansion. It also represents a significant shift in approach from a major advertiser looking to engage with an affluent, diverse and growing gaming and esports audience on a larger scale.https://www.investegate.co.uk/bidstack-group-plc--bids-/rns/milestone-advertising-trading-agreement/201912190700084040X/

[affc21] 30/12/2019 07:30

Looking ahead (reminder):Bidstack Group PLC Trading UpdateBidstack 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.https://www.investegate.co.uk/bidstack-group-plc--bids-/rns/trading-update/201912180700062878X/...Bidstack Group PLC Milestone Advertising Trading AgreementBidstack 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.https://www.investegate.co.uk/bidstack-group-plc--bids-/rns/milestone-advertising-trading-agreement/201912190700084040X/

[aidenabettin] 30/12/2019 03:30

No need to guess. They have made the money imo but have decided to withhold the true figures. We will find out why.BIDS have done everything possible to assist in the price which is the same model as TSI who even had to bring spreadex on board as a shareholder and then blame it all on Matthew West the evil city trader Turns out we have a Matthew West working for BIDS. Was that all another establishment mess?.Its appears that the British establishment have it down to a fine art when creating a shambles.Anyway soon see the Israelis announced #accumulate

[lauders] 30/12/2019 01:38

Girdz 29 Dec '19 - 20:42 - 20172 of 20182 0 7 0

All day posting. Keep it going PWhite.
Not got anything else to do?
Why are you so concerned here.
I don’t get it.
You must be some sort of bellend to keep posting all day everyday to protect shareholders you don’t even know.
.
PWHite the messiah, protector of BIDS shareholders, sell before its too late.
.
You are best off going over the LSE and speaking to Bob and Helx who claim to be shareholders despite not trusting BOD, JD any more and thinking BIDs have no future. They would rather lose the remaining 50 per cent of their cash and keep moaning rather than selling and moving on. They are the ones that need your expert help. Not rest of us

Girdz - Wouldn't it be a good idea to filter PW? I think he/she is getting under your skin and it isn't doing your health any good whatsoever! Just a friendly recommendation at this time of year before we head into the start of a new one. Would also make this BB a lot quieter. I am sure the regulars here know who to take notice of and who to ignore. It is now up to BIDS to provide the news-flow to back-up the claims that this is a going business and one that is transparent and has the interests of its shareholders in mind. Only time will tell. As investors we have to make the decisions based on the facts (if transparent and that is my main concern) provided by JD and the BOD. I hope you can have a more relaxed 2020 on this BB once PW and any others who rub you up the wrong way are filtered. On my filter list at the moment are aiden and Log. PW is at least polite so I still read the posts, for the time being.

[bbmsionlypostafter] 30/12/2019 00:51

So, about 6 months then?

[lukehold] 29/12/2019 23:12

Please stay short and let us know if you change your position log... in my opinion you got lucky that the upfront deal didn't come in time for Q4. With the obvious issues with the business model I trust you will stay short until bidstack is out of business?

[global nomad] 29/12/2019 23:12

Perhaps it's also about being transparent about whether you are long or short, investing in the future of the company or dismissing it for financial gain

[throwingmuses] 29/12/2019 23:10

Fair enough, but you could say shorting gets that reputation justifiably at times. Often goes hand in hand with dirty deals and dirty brokers. Dirty brokers and dirty leaks to benefit the same dirty spivs. Not always a fair playing field.

[loglorry1] 29/12/2019 22:10

LOL so if I short a stock at 35p and cover at 12p because I've read the way the market will go given all the red flags, I'm shorting scum. However if I bought at 12p and sold at 35p and posted that BIDS was wonderful I'm an investment hero. Can't any of you see how hypocritical that is?

I've been consistantly bearish on BIDS becuase of the obviously problems with the stock, manamgent and business model and I've been right and made money. Those that were long who sold when I did would have almost certainly made money too. Yet I'm the one that should not be trusted?

If you discount opinions and discussions from bears just because they are bears then you will never make any money in my opinion. The trick is to see if what is being posted makes sense. The bulls here still argue that after JD had behaved the way he has he's still trustworthy. I'm saying that alone makes this company bargepole terratory but there's plenty more.

As I said earlier if anyone can convince me that there is an ounce of credibility left in this company and give a proper coherent bull argument I'm all ears? Why wouldn't I be open to it? It could save me a lot of money. The same should also be true of the bulls.

[numptydumpty] 29/12/2019 21:49

I bet you aidey that Bids revenue is greater than 'nothing' to year end.
October had minimal revenue
November beat October and
December beat November
But obviously just guessing.

[aidenabettin] 29/12/2019 21:30

Dentsu bring.......The tie up encompasses a partnership framework allowing DAN to scale access to Bidstack's in-game inventory on a programmatic basis globally, giving video game publishers frictionless access to one of the world's largest agency holding groups, with $54 billion of spend from 60 markets, under management.Bids made $26k(interims)and nothing to year end?.Who is telling the truth?

[aidenabettin] 29/12/2019 21:02

Although partnerships can take on a number of objectives and levels of formality depending upon the nature of the agreement, the overall goal of strategic partnerships is to share resources in a way that promotes growth for all partners.

[aidenabettin] 29/12/2019 20:58

'STRATEGIC PARTNERSHIP'. Bidstack Group plc (AIM: BIDS.L), the in-game advertising group, is pleased to announce it has entered into a strategic partnership with Dentsu Aegis Network ("DAN")

[girdz] 29/12/2019 20:42

All day posting. Keep it going PWhite. Not got anything else to do?Why are you so concerned here. I don't get it. You must be some sort of bellend to keep posting all day everyday to protect shareholders you don't even know. .PWHite the messiah, protector of BIDS shareholders, sell before its too late. .You are best off going over the LSE and speaking to Bob and Helx who claim to be shareholders despite not trusting BOD, JD any more and thinking BIDs have no future. They would rather lose the remaining 50 per cent of their cash and keep moaning rather than selling and moving on. They are the ones that need your expert help. Not rest of us

[moneygenxyz] 29/12/2019 20:39

Logs, the share price movement doesn’t prove you right or wrong. It does confirm your trading strategy.

You’ll be proven correct and be allowed to say ‘I told you so’ on judgement day which will be decided by cash flows (of the operating, financial and investment type) and we’ll be allowed to do the same if the scales tip in our favour.

By the way, you aren’t short now and you know it. Valuation and technical scales back in long’s favour.

Pwhite, self proclaimed trolls don’t even deserve a response which is why you are filtered but I can imagine it’s non-sensical embarrassing troll sick.

[girdz] 29/12/2019 20:32

Also note posts we are seldom wrong!?.Why we and not I am?.Because loglorry works in a pack of shorters..Gang at work

[aidenabettin] 29/12/2019 20:30

We now have a definite link the Dentsu are working very closely with CHEQ who recently signed a partnership with Anzu

[aidenabettin] 29/12/2019 20:28

Who are our competitors signing up with?.Which games and which agencies?.The top in the world?.AT&T,Dentsu,The Trade desk?