Bidstack Share Discussion Threads

[roleybirkin] 18/6/2019 21:54

of course it will be 2nd half weighted......
Expectation was £1.5m first half with the bulk second six months.....

[sja123] 18/6/2019 21:51

It sounds to me from everything James has said, that they are constantly trying to refine the offering they have to be absolutely in line with what customers want and expect and to ensure they are not missing any opportunities to monetise their tech....he mentions that from some meetings, whole new ways of exploiting what they can do come to light that they hadn't even contemplated...

He also talks about getting the programmatic category exactly right for in game native ads, so as to make everything automatic for users of their system...not wanting to have to manually intervene....They are trying to perfect things right from the start and enable the smooth roll out....all the better to maximize revenue flow...

I just get the impression that they don't want to miss a trick....if that means revenue will be weighted to the second half of the year...then fine...once set up correctly...I think they are expecting things to snowball...

When you're inventing a completely new way to advertise to a massive audience that are insufficiently serviced to date....it's important to get it right initially...and they seem fully aware of that and with their eyes on the prize!

Good luck to them....and us....

[hazl] 18/6/2019 21:35

I thought he always said it would be second half weighted. I wasn't expecting anything else.

[roleybirkin] 18/6/2019 21:19

Stoaty1 - All companies eventually have to be underpinned by revenues and profitability. Not sure BIDS is at that stage and may not be for some time, BUT let's be clear revenue growth will help.

My gut feel is that BIDS is not bringing in the revenues as expected in the first half. It has been mentioned by others that should revenues be strong then Draper would not be able to contain himself..... and perhaps rightly so.....

The above said, all can change for a BIDS simply by signing a new agreement - Just imagine that a significant brand agrees to a £5m contract to show ads in Dirt Rally and FM - Overnight the revenue target is blown away.....

[stoaty1] 18/6/2019 21:03

melody9999, I don't think we are anywhere near the share price having to be supported by earnings sometime soon,pretty irrelevant at the moment. We are in a very different phase, so absolutely disagree with you. As for selling 75% and keeping the rest, that is completely your choice, but I don't think many would base that decision on earnings in the near(ish) future. I could of course be completely wrong!

[roleybirkin] 18/6/2019 20:50

Interesting discussion this evening.......

Just one late print of any size today:-

Time / date Volume Price Value
17:08 - 18/06 n/a 170000 33.50p £56,950.00

13:57 - 18/06 Sell 125000 33.19p £41,486.25
16:21 - 18/06 n/a 116937 33.25p £38,881.55

[hazl] 18/6/2019 20:33

I think to be fair nomad, risk is an individual thing and perhaps a 'larger risk 'than normal is a difficult one to advise,we have each of us have to sleep at night!
But clearly I have great hopes for them.
I know what you mean about students,it is actually a great moment when a student excels if you are a good teacher.

[global nomad] 18/6/2019 20:27

When I started teaching in university the senior guy told me not to worry how much I knew since I would always know more than the students. Even when they knew things I didn't (which is fine and to be expected) I was able to process and analyse ahead of them . In near twenty years and perhaps a thousand plus students only two have confounded me with their intellect and approach. It is a moment to relish and admire and to recognise the adjustment required in my approach in order to support the student's development. In a similar timescale of investing being in BIDS feels the same, requiring a fundamental rethink of all previous approaches. Normal rules for the moment do not apply. You need to see the opportunity we have like no other and approach your investment in a very different way. Hold as much as you can. Take a larger risk than usual. Do not overcomplicate things. Be rewarded.

[moneygenxyz] 18/6/2019 20:10

Just try to think to a point in the future and imagine what would happen if they got into FIFA.

The pit of regret in my stomach would be unbearable if I was out. Just enjoy the ride for 3-5 years. It’ll have its ups, it’ll have its downs.

What a journey to be on.

[melody9999] 18/6/2019 20:09

hazl - wish I had sold at 40p! and you are right - I fully expect to increase my holding again at some point. GLAH

[throwingmuses] 18/6/2019 20:01

Cheers hazl, and not only being caught out by unexpected news, I don't see why the price would be dropping on the way towards the type of news expected in Q3. We're gonna be sliding or going sideways and then on news of new publishers, getting on major DSPs, we double up and more on that day? Don't think so. The next climb isn't far away. The news is close enough, and far too big for that not to be the case

[pyglet] 18/6/2019 19:56

Great post

[hazl] 18/6/2019 19:46

OT

I will just comment that EVRH is looking very interesting again....there seem to be some developments in the background....speculation purely....nothing concrete yet.

IMO

[richardjohn10] 18/6/2019 19:45

Well I've listened and very positive. Happy holding and I'll buy any dips. He's not allowed to say anymore so not sure what folk are expecting.

[hazl] 18/6/2019 19:40

Throwing muses very well said!
And indeed they might be patting themselves on the back but the recent sellers could have sold them at 40 ,but are on here giving us their pearls of wisdom!
I know they will come back and claim they did.

I think there is a pattern to things with JD and I ouldn't be surprised if there's the odd announcement to catch people out.

Anyway I have a core holding and am happy to trade some extras, to increase my stake if the opportunity arises.

[melody9999] 18/6/2019 19:29

So for transparency I have sold perhaps 75% for 100%+ gain and now retain a smaller interest which makes me ambivalent as to whether the share price goes up or down from here.

My view is that the share price to date has been supported by news, but that can only go on for so long. And I suspect JD felt he had to speak on a podcast, even though he had nothing that he could (or was able to) say. I used to attend exhibitions and there are always lots of conversations and everyone is super-positive ....it was turning those discussions into meaningful business and contracts that was more challenging.

At some point the share price needs to be supported by earnings - or perhaps to be a little more positive - the share price needs evidence of earnings in order to continue to increase. In this respect, it occurred to me that, despite having had lots of opportunities, not once have I heard JD reference current revenues. That is not to say that BIDS are not on track (did I read Peterhouse estimate of $5.9M in 2019?).

JD is very enthusiastic and I imagine does a great job in talking technology with prospects. I do feel he could benefit greatly from some guidance on how to manage investor relations.... maybe some of the undoubtedly senior and knowledgeable colleagues on the advisory board will give him some steers?

So in summary I am very positive on BIDS and the future, but from the share price perspective do see a hiatus in the share price appreciation whilst the market starts adjusting to a valuation based on earnings potential(or positive indication of future earnings potential).

I might be wrong and the share price keeps climbing (I've been wrong here before!) - in which case I will be very happy that I still have a holding. All IMHO DYOR

[throwingmuses] 18/6/2019 19:22

Shhh parob, you can't be saying this could rise wayyy over 20 times as a conservative estimate considering recent progress, some guys have just sold! We don't want them getting sick do we??

Just got the chance to listen to the podcast there, don't know what some were expecting if they were disappointed, but I thought it was a superb insight. All they'd hoped for and more from the trip, new doors opening, cementing relationships, I thought James did well to give a flavour without breeching any of the many NDAs. So many little revealing phrases, albeit while making a conscious effort not to be too rampy I think, maybe he got criticized a bit for that before, and maybe that's why we had sellers today, cause he didn't spell out that 20 times plus has become 30 times plus on execution! Anyway, it's a privilege to be sitting here invested in this share at this moment in time, love the position we're in, can't wait to see how things unfold in the next few weeks and months. Preparing for scalability, nice! Good interview Mr JD, and great job all, cheers!

[parob] 18/6/2019 18:48

If JD thought Bidstack could potentially be worth 20 X market cap (and some) before the E3 event, I wonder what he’s thinking now with all the new ideas and possibilities post E3.

[hazl] 18/6/2019 18:01

I was working today, so seems to be a complete contrast,coming back to the bb this end of the day despite the excitement emanating from JD due to the reception they got at the event.
Sure shares have a natural top and then slight drop back, all the way up, but those that seek to criticise,will likely be full of enthusiasm once they've bought back in again.
So DYOR keep your own counsel is the manta I like to follow.

[hazl] 18/6/2019 17:45

3899 thank you parob an excellent summary good post!

[hazl] 18/6/2019 17:38

It's really, really obvious to me that a lot of the recent posts have been created by people that have either sold out or certainly sold some.

It is human nature to not want a share to continue on up without you.
Sadly,some people are-serving and attempting to frighten people into believing this is sell-off.
Very different to trying to genuinely help a newbie as yesterday,seemed to be about.

This to me is a stock that is going to be very tightly held, by those with a bit of experience and recognise a likely unicorn.

Watch this space!

IMO

[roleybirkin] 18/6/2019 17:38

It has been said now pyglet - We move on......
Hopefully Draper is getting good advice so today doesn't happen again...

All about Q3 and a mix of:-
- Further contracts and Publisher updates (succinct I have to add)
- First Half report

[niggle] 18/6/2019 17:34

30>25>20-25...

[pyglet] 18/6/2019 17:33

What a waffler. If you haven't got anything to say then don't say it. Less is more! Don't promise a Voxpodcast and then fail to deliver. Guess it will drift until Q3 - that is 2 weeks time