Bidstack Share Discussion Threads

[global nomad] 06/1/2020 08:41

or should that be delusional

[global nomad] 06/1/2020 08:41

Gen, as a senior spatial designer/educator, I would humbly suggest that Rwhite is more one dimensional... the only 2 part might be if they were half dimensional....

[hazl] 06/1/2020 08:35

It is obvious that the adverts have to be of value to those placing them.
Perhaps the poster above ought to be thinking about that too.
The advertising industry has been stung by events over the recent years so they might relish this opportunity.
After all the US Navy are doing so aren't they?

[girdz] 06/1/2020 08:31

How is that an excellent post. .How many people truly sit through ads on TV any more??Most people watch TV and their own leisure now. ON DEMAND - have you heard of it. .Oh here comes the ads - FAST FORWARD. That's money well spent. .The digital world is transforming the way advertises need to think. .The gaming world is growing exponentially. If you think having ads subtly placed in games will go unnoticed then you are clueless. BIdS has already proved this is not the case.

[global nomad] 06/1/2020 08:26

would you separate knowledge about tv production from tv advertising, and similarly newspapers and other print media, even youtubers etc. And would you separate these from knowledge about a growing or shrinking sector related to audience enagement??

you could make the same ineffective/not noticable argument about most ads but it clearly wouldn't be true.

all tied together....

[numptydumpty] 06/1/2020 08:25

Excellent post PWhite. Thank you.

[girdz] 06/1/2020 08:18

Seriously PWhite - all day every day. Do you have nothing better to do with your life. .You must be short?.Admit your financial Position in bids. .At least Log had the decency to admit he is a shorted. .Is it Lucien Miers or Steve Moore who puts the shorts together. .n50

[pwhite73] 06/1/2020 08:15

Try and separate the gaming business from gaming advertising. They are not the same. Do ads in games have the same influencing effect as ads on billboards, newspapers, magazine's, television, radio etc. Are gamers so transfixed with the task ahead they subconsciously ignore all ads.

These are the types of areas you need to be looking into instead of pasting pointless links.

[hazl] 06/1/2020 08:01

'The mobile gaming business is set to exceed $68 billion in revenue this year, according to researcher Newzoo, and have been attracting attention from investors. Playrix will ......

[hazl] 06/1/2020 08:00

from mgxyz 's link

'Many firms are seeking acquisition targets to add to their revenue and show growth to investors,” Igor said. “We don’t have this pressure and are taking a more long-term approach -- we are helping our portfolio companies to grow. We are sharing our experience and playing a role in their growth.”

'

[affc21] 06/1/2020 07:49

Still here and not going anywhere...

[affc21] 06/1/2020 07:48

A few facts with links to said facts: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.Also just to remind 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/

[aidenabettin] 06/1/2020 07:24

Never said anything about Netease being top acquirer I've always said Tencent due to it 40% holding in EPIC.Sorry you cant pin that one on me

[moneygenxyz] 06/1/2020 07:15

Hahaha knew you’d love that Aiden.

You’d never heard of IronSource before we linked it here and now it’s top acquirer.

Let’s see what you concoct with NetEase 🙄

[aidenabettin] 06/1/2020 07:10

hTTps://technode.com/2019/08/05/netease-rmb-5-billion-e-sports-park-shanghai/

[aidenabettin] 06/1/2020 07:09

Competition is fierce between Tencent and Netease in the gaming sector.Having a revolutionary technology under your control would give you one up on your rival.#Bidsindemand

[moneygenxyz] 06/1/2020 07:05

True! NetEase doesn’t really get mentioned on the BB but it is a games powerhouse in China.

Interesting article about games companies on an acquisition spree:

[mlf51] 06/1/2020 07:01

I also thought the China deal is interesting given that JD was over there last year.

[moneygenxyz] 06/1/2020 06:53

Thanks MLF - Note that in game advertising doesn’t feature in the tip which, if you believe Bidstack will crack it, means there is hidden value there.

[mlf51] 06/1/2020 06:43

So Codemasters is a hot tip for 2020, plenty more games to come,good news for anyone associated with their games.

Over at This is Money, Joanne Hart singled out video games developer Codemasters as one of three key stocks to watch in 2020.

Hart, in her Midas Share Tips column, noted that over the past 40 years, video gaming had become a £90bn industry, with sales rising by around 9% annually.

"Codemasters is a relative minnow in the sector but it is growing faster than the rest of the market and chief executive Frank Sagnier believes that the group can double in size over the next five years," said Hart.

She noted that the shares have had a good run in recent months but, at £2.78, Hart noted that they were "still undervalued compared to rivals" and should continue to gain ground this year and beyond.

Around 60% of Codemasters' revenues come from digital games and this is expected to rise to close to 90% over the next few years.

"Sagnier has also signed a deal with one of China's biggest gaming groups, NetEase, which should prove hugely rewarding. And Grid is one of the first games on a new streaming service from Google, Stadia, a little like Netflix for gamers," Hart added.

Midas declared the "fast-growing business in a resilient industry" a 'buy'.

[aidenabettin] 06/1/2020 05:09

Et tu Niggle.A complete volte face.How embarrassing .Well done all who stood up to the gang.NB:No CEO's were harmed during the making of this farce

[niggle] 05/1/2020 23:42

Throwing muses

I doubt anyone is shorting this to any extent. But if it helps you justify the fall then at least it’s some comfort for you eh?