Bidstack Share Discussion Threads

[davemac3] 18/6/2019 16:51

it sounds like some of the advisory board were there as well arranging and attending meetings. I assume they would have some high level connections.

[stoaty1] 18/6/2019 15:56

I am sure there was a lot he would have liked to tell!

[mam fach] 18/6/2019 15:22

Exactly. Wasn't intended as a criticism. Too long drawn out.

[roleybirkin] 18/6/2019 15:04

Hi calum - I get the share price has risen and I agree with Draper that they floated at the wrong level. My thoughts are they are fairly valued at the 33p level with positive news in the coming months helping them climb further.

My only point today is don't take 20 minutes to say nothing. Just not needed.

[roleybirkin] 18/6/2019 14:59

I agree mam fach - painful is a good word.

[richardjohn10] 18/6/2019 14:54

There's some right moaning folk around.

[nickg2] 18/6/2019 14:48

Great podcast. Yes he can talk BUT he does has a plan and he's executing it methodically.

[calum] 18/6/2019 14:45

I think some of you are being a bit harsh on James. He did have quite a few things to say e.g. # of meetings, quality of companies he saw, news coming out in Q3. I mean what did you expect him to say? - "oh yes by the way someone offered me £5 per share..."

Share price has 6 bagged in 6 months but I guess that's not enough for some people!

[the deacon] 18/6/2019 14:36

I'm a patient man..

[mam fach] 18/6/2019 14:36

Was there any point in having an interview when you had nothing to say?
Painful to listen to.IMHO

[stoaty1] 18/6/2019 14:35

Good luck with that Deacon, be surprised if you get shares in the 20-25p range.

[parob] 18/6/2019 14:34

Overview of podcast courtesy of martbmth on LSE: Had a listen over lunch. Main points I can remember:- went over for 20 meetings, had 50, up until 5am in meetings- bidstack now known by industry, people asking to meet them, word has got around - have signed a new head of games acquisition, he helped arrange a lot of meetings, doing well- multiple NDAs signed - met with the biggest platforms in the world and biggest games publishers, as well as smaller ones- lots of opportunities, lots of interest, some new ideas formed they hadn't had before - trying to achieve 3 years of work in 1 year so they can take advantage - only way to make it work is create a new ad category which is what they are doing in a methodical way- lots of news to come in Q3, but should be some kind of news in the next month - being out there validated their thinking & gave confidence several steps ahead of any competitors

[roleybirkin] 18/6/2019 14:29

Justin Waite summed up that podcast with Draper
"You have said a lot.... well, without saying a lot"
Summed it up for me.......
If you have very little to say, then say it in 20 seconds and not 20 minutes.
My guess is the share price may drift.....

[the deacon] 18/6/2019 14:25

It's already multibagged. The days of this multiplying on sentiment are over for now. This now needs solid news to back up a chunky valuation.

[the deacon] 18/6/2019 14:23

It's already multibagged. The days of this multiplying on sentiment are over for now. This now needs solid news to back up a chunky valuation.

[mlf51] 18/6/2019 14:20

Get me some at that price please.

[thesaint5] 18/6/2019 14:15

Anyone guess who’s sold?

Only two weeks until news flow starts, where else would you like your money, this has multi bags written all over it in quick order.

Time for buying, not selling imo.

[the deacon] 18/6/2019 14:12

Likely this will drift as the traders move out and significant newsflow goes quiet over the summer. 20-25p re-entry target..

[tini5] 18/6/2019 14:10

Obviously I refer to the traders who will not likely see anything to suit their short term timescales.

[r9505571] 18/6/2019 14:03

Tree shake?

[tini5] 18/6/2019 13:55

Short termers bail and pull the price down creating a top up opportunity for those with a modicum of patience.

[calum] 18/6/2019 13:53

"...alot of stuff coming out in Q3"

[thefartingcommie] 18/6/2019 13:51

hmmm...needs to stop talking to his nbf at every turn and be a little more grown up..

[snoopy12] 18/6/2019 13:50

JD with over fifty meetings, using plural for deals. Multiple NDA's .Now the jigsaw is falling in place. He got his top team in place before the execution. From the sound he is in for the marathon run rather then the quick sprint.