Bidstack Share Discussion Threads

[markstevenkirby80] 15/6/2019 12:23

Wonder should I wait

[markstevenkirby80] 15/6/2019 12:20

This Monday going 100 pounds on

[hazl] 15/6/2019 12:19

Did you get out in time JAK when EVRH announced it's latest great news?

Must have hurt.

[roleybirkin] 15/6/2019 12:02

hazl - I would argue that JakNife simply tries to de-stabilise the share price so he can likely buy at lower levels.

[hazl] 15/6/2019 11:52

The company has changed considerably in the short time I've invested...since January.
It has gone all out on strengthening it's position by hugely impressive members of the board.
Whilst it might need future backing ,management have been both aware and supportive of
its investors in terms of keeping them informed....news
.... and not comprising their current investment too much in terms of placings.
I trust that will continue.

The thing with JAK is that he waits for a vulnerable point in a share's situation...wide of the mark this time though I believe...and then you don't see him for dust when the share recovers...visit EVRH for an illustration of that.

[stoaty1] 15/6/2019 11:44

jaKNife, the story isn't about 1st year revenues, as you would know if you were a proper investor! It is about the future, and with revenues growing, with deals being signed and having £6m in the bank, I think your comments are way off the mark, and show your lack of understanding of this type of investment. Go for a FTSE co.

[moneygenxyz] 15/6/2019 11:27

Admittedly, numbers will drive the long term here and more transparency on how contracts turn to revenues would be nice.

I’d like to understand specifically how lucrative a revenue share contract is? 25%? 5%?

If FM is a £100m year opportunity according to JD and we derive £5.9m this year does that mean we are taking less than 6%? Or do we need to await the DSPs to fully understand? In which case, if the year after revenue is £20m and we presumably have more games does that mean the opportunity to share revenues is less than 20%?

JD definitely needs to bring clarity here throughout the year but I guess he’s only a little more certain than we are..

Either way, £20m market cap was a snip when I invested.

[roleybirkin] 15/6/2019 11:00

JaKNife - You may be right, but I think you are wrong......

Personally, I am less concerned about revenues this year (more about 2020 and on) but the company and there broker Peterhouse are forecasting £5.9m for 2019.

The half year report to end June will give an indication and I am hoping to see at least £1.75m.

[invester dean] 15/6/2019 10:15

this time next year rodny is what bri always sais to me

[rp independent traders gb] 15/6/2019 08:37

Good morning and thanks for '' all '' input on here.Just A few facts to ponder on:-BIDS is turning over revenue. -Price of BIDS' ad space can be increased as demand does. -Competitive gaming /esports is growing. -Right now, Ads are being served, via BIDS into:Football managerSoccer manager Dirt rally 2Cricket captainRacers SquadEximus- Soon to be serving ads to:GRID (Fernando Alonso as race consulant).Sociable soccer (Big Chinese Market) Research at your leisure... This time next year Rodders...

[mlf51] 15/6/2019 07:44

Saw that it was the short version but saw plenty of scope for ads in a couple of games especially the one about London/brexit. And good news within a month according to JW podcast. Could be an interesting couple of weeks.

[snoopy12] 15/6/2019 07:03

E3just been featured on BBC1 with coverage on X box cloud and Google Stadia.

[parob] 15/6/2019 06:57

JW discusses BIDS at E3 and the correspondence he's had with JD. Justin's expecting significant news within a month (from 9 mins):hTTps://audioboom.com/posts/7289501-the-weekend-podcast

[jobcfc] 15/6/2019 00:45

Aye... think they’ll be bought out within the next 2 years

[davemac3] 14/6/2019 22:07

skeggy joon for transvester dan

[invester dean] 14/6/2019 21:07

get rich now bistock go up boitcoin moon bri sais we can do spane now juleye

[invester dean] 14/6/2019 20:59

happy it back up bri went for cury and had berer

[gokarna97] 14/6/2019 20:18

Indeed an enjoyable rollercoaster. My first post here so, for what it's worth my current view on Bidstack is as follows:
1. I like their value proposition, the gaming industry move into streaming obviously leads to huge advertising potential that can be uniquely tailored to the individual gamer.
2. I like the fact that they have some senior heavyweights to guide the propositon via serious networking etc.
3. From what I can find out, they seem to have "first mover advantage".
4. The way I see it, the critical challenge is converting this "advantage" into deals and scaling really quickly because I can't help but feeling that one of the streaming giants will just generate their version of this tech (or buy it, which would be good!) ... because why would they need someone in the middle?
5. This is such a huge opportunity within the game streaming market that I feel that Bidstack will be make, bought or break within 12 months. All down to the senior help in my view.
I am a holder ... GLA

[hazl] 14/6/2019 18:32

I quite like enjoying them all the way up.

[roleybirkin] 14/6/2019 18:12

Parob - James always seems very excited.

I know E3 - Great to meet a lot of old faces and new faces and a great place to agree further discussion - Not a place where contracts are normally agreed. (Not that means that progress cannot be made)

I would expect JJames to do an excitable podcast in the coming week or so but more solid progress to come through in the next three or four months.

This is a share to hold and look at in 3 months.

[global nomad] 14/6/2019 18:01

kind of glad i have been busy visiting and assessing MA students (in Tenerife) and missed the opportunity to top up further on the dip...should have been more patient earlier in the week but no need to keep any powder dry. We all knew a rest/reset/pause was needed for a few days before seeing where it heads off to later. Anyone who has been watching should have already seen all the opportunities they needed to buy in or add....and yes we have all been burnt by trying to trade previously on other shares so know not to stress too soon about our position.

Still plenty of time for people to buy in and make profit but I suspect today's pull back may be the lowest for a while, though no guarantees.

right time right place once in a decade, don't be someone who turned down the chance.....


enjoy your weekend.

[billyboychrisd] 14/6/2019 16:42

Very honest of you, I'm guessing we've all been there at least once. Don't fret, enjoy your weekend. Blue after all.