Silver Bullet Data Servi... Share Discussion Threads

[drradcliffe] 02/5/2024 18:41

It's very illiquid, that's the main problem. People are also waiting to see / slightly nervous about / what the new FD will say on the May 30th earnings release. Obviously Google's lack of clarity on Chrome cookie support doesn't help. It's an interesting company with a loyal blue chip client list. Perhaps it would boost confidence if they could win some additional big name clients in different sectors to demonstrate a growing client base.

[washingmachine] 02/5/2024 18:40

My investment decision certainly didn’t consider if JW holds or not.
I’ll personally keep adding until the story changes
But than you for your concern.

[washingmachine] 02/5/2024 18:38

The volume clearly doesn’t !
And what’s wrong with small placings ?

[donk7] 02/5/2024 17:41

The problem with Justin Waite is he operates a stop loss system and in the past is far from transparent on when he is buying and selling. So he will have bought into SBDS over time at low levels in size and then started to pump it. I see he did another pump recently in late April. Was he or has he been selling simultaneously? Only he will know the answer to that. If he does what he did with DEST he will be selling due to his stop loss being hit.

He berated viewers on Vox on a live podcast who questioned the ethics of his approach. His co-presenter, John Hughman (former editor of IC) looked a bit uncomfortable with JW's venting and said something about it all being about transparency and Justin Waite hasn't been seen on VOX since. Fired or resigned?

SBDS looks like an interesting company but the recent price action suggests either JW selling, another funding of perhaps £1m or both.

[washingmachine] 02/5/2024 16:46

He said May it’s May :-)

[washingmachine] 02/5/2024 16:45

Looks like a RNS lodged to me !

[watfordhornet] 02/5/2024 16:30

Well you can sell 15000 shares so must be a willing buyer picking these up. Used to restrict you to about £5k max so that is positive

[chester9] 02/5/2024 16:07

26k volume 15% drop. Mad

[chester9] 29/4/2024 10:45

Results due in next 5 weeks let's see if 5m has moved up.

[czar] 28/4/2024 16:31

Another reference to over 50% of business coming form the US, SBDS will end up there for sure, either a relist or a bid.

[mustau] 27/4/2024 21:29

Besides the renewal of existing, nothing on new contracts. I’ve heard the same spiel on JW podcast on others… how busy they were, serious positive discussions etc only for those to collapse. JW not one to follow.

[chester9] 26/4/2024 13:01

Well done that is a very confidant video just what we needed to hear. Ian James has reacted quickly to the nervous share price good stuff.

[aishah] 26/4/2024 08:31

Google delay is very good news for the likes of SBDS as they can push for a land grab now as big players are already moving away from cookies.

At some point CMA will show strong arm tactics since Google are clearly falling foul of privacy laws. Also Google’s post cookie offering is pretty weak from what I've read.

It's a huge opportunity for SBDS imo.

[czar] 26/4/2024 08:19

Bought a bit more, wish I had more funds to top up bigger. This guy knows his onions and SBDS will be a much bigger company in a few years IMO.

[watfordhornet] 26/4/2024 07:56

Good find.Can't help feel this is a good buy at this price

[aishah] 26/4/2024 07:37

Chat with CEO here who now spends majority of his time in the US which is their biggest market:

[eigthwonder] 25/4/2024 17:28

Their broker is Oberon - they make Zeus look like royalty

[aishah] 25/4/2024 14:58

Absolutely. Serious players are already moving to the likes of SBDS.

“It’s unsurprising news given the magnitude of what is happening and the involvement of the CMA, but ultimately still frustrating,” said Wayne Blodwell, founder and CEO of Impact Media, an AI powered attention platform. “However, smart measurement is comfortably the largest way advertisers can create competitive advantage by leaning into durable/non cookie methods such as attention, MMM and econometrics and connecting that to media buying so it really shouldn’t slow down the sophisticated & progressive advertisers anyway.”

[parsons4] 25/4/2024 14:27

Don't forget that the last cash raise was taken up by one investor at 70p. They were expecting break-even early this year, I don't think that the delay by Google will slow down the growth as many were not ready for the demise of cookies anyway. A good chance for those underweight to increase their holding imho.

[watfordhornet] 25/4/2024 13:29

I agree although guessing another cash raise may be in way. With Google delaying again that certainly will slow things down so predicting another cash raise to keep things going

[aishah] 25/4/2024 12:41

Added under 90p. Mkt cap only £15m for a tiddler with A list clients. Advertisers have to move away from cookies to comply with GDPR reqs.

[hatfullofsky] 24/4/2024 13:41

Google (GOOG, GOOGL) is delaying the phaseout of third-party cookies on its browser Chrome for the third time because of regulatory hurdles, and now expects the process to start early next year. "We recognize that there are ongoing challenges related to reconciling divergent feedback from the industry, regulators and developers, and will continue to engage closely with the entire ecosystem," the search giant said. The announcement comes days before quarterly status reports from Google and the U.K.'s Competition and Markets Authority on the phaseout of third-party cookies, which will be replaced by Privacy Sandbox technologies to improve consumer privacy.

Regulatory pushback: The phaseout - which will transform targeted advertising - has attracted regulatory scrutiny over concerns that the move could further boost Google's dominance in the digital advertising market due to increased reliance on first-party data and its advertising platforms. The U.K.'s Information Commissioner's Office last week told the CMA, which is overseeing the phaseout, that Google's plan has gaps that advertisers can exploit. "It's critical that the CMA has sufficient time to review all evidence, including results from industry tests, which the CMA has asked market participants to provide by the end of June," said Google. "We remain committed to engaging closely with the CMA and ICO, and we hope to conclude that process this year."

Delay after delay: The company has spent years preparing for the phaseout, following in the footsteps of Apple (AAPL) and Mozilla, which already have options to block third-party cookies on their browsers. Google even began restricting cookies in January for 1% of Chrome users as part of a limited test. However, it delayed its phaseout deadline twice already since it was originally set in 2020, giving advertisers more time to prepare for the change.

As for the Privacy Sandbox that will replace third-party cookies, advertisers believe the solution is inadequate. "Our findings identify multiple challenges to implementation due to limitations in accomplishing key advertising objectives," Anthony Katsur, CEO, IAB Tech Lab previously said. In response, Google argued that IAB Tech Lab's analysis contained "many misunderstandings and inaccuracies." Adtech names to watch out for: Trade Desk (TTD), Digital Turbine (APPS), AppLovin (APP), Magnite (MGNI), Perion Network (PERI), PubMatic (PUBM), Viant (DSP), Integral Ad Science (IAS), and Innovid (CTV).

[chester9] 16/4/2024 10:21

CFO exiting when company flying always looks odd..Chris's career has jumped around a lot. You can say wide experience but you can also say why has he had to or has moved so often?.Ian was very clear on EBITDA statement. Chris has to agree with this statement at results or raise will resurface despite Novembers 1m. . If Ian backtracks on statement because of Chris's new view then that would further undermine the share price .Contract news would be good.