Silver Bullet Data Servi... Share Discussion Threads

[mustau] 27/4/2024 20:29

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 12:01

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 07:31

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 07:19

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 06:56

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

[aishah] 26/4/2024 06:37

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

[eigthwonder] 25/4/2024 16:28

Their broker is Oberon - they make Zeus look like royalty

[aishah] 25/4/2024 13:58

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 13:27

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 12:29

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 11:41

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 12:41

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 09:21

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.

[jurgenklopp] 12/4/2024 08:31

First ISA purchase of new tax year made this morning.

GLA

:o)

[qs99] 10/4/2024 07:39

Takes time IMO for newbies to make a difference, likewise CFO departing just before next update never great also IMO...new CFOs have a habit of wanting to clear stuff out before they head in to the future and guide market as to expectations IMO....so I'm happy to miss any rises to avoid that risk....DYOR and GLA

[parsons4] 10/4/2024 07:20

czar yes I agree the new people have a wealth of experience with bigger enterprises.

[czar] 10/4/2024 06:56

Interesting, I thought the appointment of Chris Ellis was a very positive one, Darren Poynton did not have any big company experience and Mr Ellis has a great deal.

His industry expertise spans Financial Services, Healthcare, Technology/SAAS, and Oil & Gas sectors, ranging from enterprises with turnovers exceeding $1.5 billion and 2,500 employees to smaller businesses with turnovers less than $100 million and 50 employees.

We need a guy of this calibre to take the Company to the next level.

Similarly the new NED brings a wealth of knowledge and experience to the business. The connection with Omnicom is extremely useful imho. I used yesterday's nervous selling as an opportuniy to top up. I expected the shares would end the day positive but I guess its still a glass half empty market. Neither would have joined SBDS without a good deal of DD.

AnnaMaria serves as Chief Executive of HYD, an Omnicom Group Digital Product Agency, for over five years, from January 2019 to the present. Prior to her role as Chief Executive, she held the position of Managing Director, where she contributed to the operational and managerial aspects of the agency. Her insights will be invaluable to Silverbullet's progress in AI and further development of its 4D data platform.

[watfordhornet] 09/4/2024 12:00

Although said I would wait I decided to buy. Let's hope it is at bottomReason for drop CFO leaving- guess something to do with originally stating would become profitable early 2024 and now suggesting just by end of 2024.

[privileged] 09/4/2024 09:01

The newsflow is otherwise excellent so maybe just coincidence... Wishful thinking maybe

[mustau] 09/4/2024 08:54

Surely should have informed if known know for 6 months cfo was departing?

[qs99] 09/4/2024 08:52

personally have these on watch list, will wait until new CFO has released HIS first results, as he can blame last CFO for anything IMO....worth being cautious IMO as timing is v iffy IMO....DYOR

[watfordhornet] 09/4/2024 08:45

Exactly my thoughts.Not great timing - just before results. For them to have a replacement it must have been known for 6 months or so - if any known issue with finances really we should have known via RNS so hoping none but this is AIM sl who knowsReady to buy but hold off for now

[privileged] 09/4/2024 08:41

Hmmm results next month tho then CFO leaves the month beforeBought more earlier but holding back on a sizeable buy until more clarity on thisFeels like multi bagging potential but not without risk