Bidstack Group Share Chat (BIDS)

Did you not see the news?
The count took over at Berkshire Hathaway when WB stepped. This was after 6 months of trading aim stocks.
Very impressive

Very fair assesment Jason.

Smithy - RE the count, for me a sly part of the nasty crew, would spout OTT ramps and thus act as a ticket to credibility for them on the board as they easily shot him down, all too convenient. Would often pop up when sensible chat was dominating the proceedings, but if wrong on that can't have been for real, not sure what he was up to.

Count was just a complete ball of hot air, expecting bidstack to 10 bag overnight.

What happened to countdraccula?

Jimmy_Stocks, agree with you. When you look at Linkedin you can see that employee count has increased by 48% in the past year and over two years its at 265% - currently have 62 people, some of which are advisers, but the story is one of confidence and growth for the future. They are even recruiting through covid, which is against the trend of many other employers.

I've been patient for a very long time on this; I'm way down on my investment, but at the same time I do believe in what they are doing. The only thing that will move this permanently north though is either an announcement like an EA sports deal or some solid financials.

20x30p grrrrrrrr can hardly see the adverts grrrrrrr big brands will do it themselves grrrr cheap takeover grrrrrr fund raise in Q3 2019, q1 2020 I mean, cough q2 errrrrrr Q3, as I said all along. Haha. Clueless.

Patience will reward IMO here - momentum certainly building for in game advertising, and Bidstack look supremely positioned to benefit.

Revenue can't just simply be ramped up in H1, it isn't that simple. All of the building blocks and jigsaw pieces are not in place yet for that to happen. It isn't as simple as 'more brands what to advertise, so that means more revenue for us'.

Some people just should not discuss a forward looking tech company. You guys are just out of your depth. Stick to an old oiler from the 20th century.

And yes of course they are really running out of money aren't they!? Do you think the Director of Investor Relations would have joined from WPP, THIS MONTH, where she had held her post for nearly 4 years, and would leave the advertising behemoth for little old bidstack, when they are about to run out of cash?

The derampers are getting as desperate as they are ridiculous. They will still be hear when we are at £250m+ mcap. Desperation LOL

Great update today. Ubisoft, Miniclip....revenues still on track to significantly uptick in H2 (when all the jigsaw pieces will be in place and the frictionless scale can commence).

Still nothing to say about Bids Yatak? I'd be more worried about the company than anything I have posted.

What is your take on;
"In the meantime the Board remains focussed on careful management of the Company's existing cash resources and expected trading and non-trading cash receipts as it continues to grow the business.""

" non-trading cash receipts"?
Is that going to be good news for you?

I find it remarkable that you keep wasting your time on a share you have no financial stake in.

No need to reply, I'll do it for you.

"HURRR durrrr, James Ramper hurrrrr, my friends invested more than they could afford to lose durrrrr, show me the honey hurrrr, you are my son, durrr gardening, going for walk sunshine durrrr, I'm currently on holiday looking after my 57 businesses derp."

"The disruption to the advertising industry arising from the global cancellation of live sports as a result of COVID-19 has resulted in media buyers following audience demand and seeking to get in front of the increasing numbers of consumers turning to video gaming as an alternative. Bidstack has successfully secured increasing demand side interest from multiple ad agencies."

I find it remarkable that through this extra demand Bidstack have not revised H1 revenue projections?

You have to hand it to dramper, he can spin a tale, he will be on stage now telling his lovers on what a year it's been and the next 12 months will be even better, I just hope that people will be telling him how it is for the share holders who he has let down. Most CEOs are untouchable , James dramper seems to be one of them.

James Draper
6th Nov 2019
"We are now in the business end of the year. We've stated the targets we are aiming to achieve by the end of 2019 - and as I sit here, nibbling on my white toast, I can say that we are following the path we set out, to enable us to achieve the objectives we want. Executing at speed, in a structured manner - that builds trust with partners and enables frictionless scale."

28th May 2020
"The Company remains confident that it is making material progress in its approach to building a strong foundation on which to grow and create value for shareholders. The Board continues to expect revenues for 2020 to be very significantly second half weighted and in line with market expectations for the year."

Same old - "Jam tomorrow" ramp the SP up hot air.

Bidstack
@bidstack
·
1h
Bidstack will be speaking at
@MediatelNews
' Future Of Gaming event today at 11.55 and 13.50 alongside
@Danone
,
@mindshare
,
@F1
and
@mclarenf1
.

Learn more about what we'll be discussing here ???? https://futuretvads.com/future-of-gaming/

Nice

Agree JoeCreed but I also think it better for BIDS to deliver first, then overdeliver at the moment. This will shift the negative perceptions.

Not explicitly mentioned here but am concerned that BIDS have enough cash/capital to develop the business and compete effectively. Careful cash management is obviously good, but being constrained by cash can give too away to better capitalised competitors. Admix just raised just over $6 million (or was it £?). Whilst I am not impressed by them, they are making some headway - they describe themselves as "similar to Bidstack". I imagine JD will want to minimise dilution but businesses in fast evolving can lose competitive advantage if they lack the necessary financial resource.

Because ultimately it is only words at this stage. Ideally they would have released this last year to maintain confidence. Instead they just let the SP crash. They are at least acknowledging that they have to put some focus on sales. There is a false dichotomy which some people on here seem to follow: sales versus building relationships. I think you can do both. And yes, my average is 28p so 12% from 5p is bugger all for me too. However, I do welcome the BOD communicating about issues that I care about so will congratulate them on doing so. I hope for more.

I think the tone of JD's commentary is much more measured and cautious. I imagine he may have been advised accordingly by the board and Nomad. He doesn't say "the leading" platform but "a leading" platform. He is longer on facts - he lists the brands and states the geographies BIDS have worked in. He is also more guarded - earlier rampy commentary he made gave too much away to the likes of Anzu, Adverty and now Admix. And he is certainly constrained by what he can say about evolving partnerships and relationships.
I know that revenues are small at the moment - data from the US shows that advertisers are dipping their toe in the water right now (CV 19 has definitely triggered interest in the in-game category). This is how new categories start, but growth can be extremely fast here - scaling up is just so easy for advertisers as you don't have to build more billboards and gaming already had a huge demographic reach. For me the crucial thing is that current advertiser interest converts into bigger, more committed campaigns. IN game through BIDS has to be gauged as more effective than, say, going through the likes of FB. When leading advertisers/ brands see this, the sheep will follow - it always works this way as most marketers and media buying planners are second-rate sheep.
Finally, I like the commentaries about the tech. This should be an important source of advantage. I am hearing poor things about some of the in game tech out there. Admix are pulling in a lot of peripheral game developers and their set up is fast but the tech is, I am told, significantly inferior for a premium game.

Open your eyes, you say 12% up.....but its still down from this time last Thursday.

If the news was actually positive and meant anything the SP would have hit the 7, 8 or 9p.

Tell me if this is so positive why it the SP not making a significant rise?

I was slaughtered on here last week for suggesting that the BOD should be more focused on sales but I feel this latest RNS vindicates me. Projects with big brands already. Small, but building relationships for gen 5 console releases this autumn. Good stuff! And the SP is up 12%. Maybe they should listen to my advice more often?

Thought it a solid RNS overall. The line about earnings being in line with market expectations for the year meant for me, that it’s solid, but not exponential atm.

I think they are getting worried. Makes me laugh how they stalk this BB.

Sad sad people

Lying about facts is not an opinion, its lies
Plenty of those on Vox Podcasts staring your captain Dramper

The absolute frenzy of posts from the TW gang is exactly what I wanted to see this morning.

Reminds me of Starship Troopers where Neil Patrick Harris reads the mind of the huge disgusting blob of a bug and realises it's afraid. I'm sure a few of them resemble it physically too.

very `Quite`?
Maybe you mean quiet, yes I was, I was sunbathing and enjoying some freedom, afterall, I`m not the one thats desperate...you are...thats why you fabricate lies.
Lying about facts is not an opinion, its lies.

`Ubisoft is a creator of worlds, committed to enriching players' lives with original and memorable gaming experiences.`

Wow, there`s not many parts of the world they don`t have a footprint...
For the 2015-16 fiscal year Ubisoft generated sales of €1,394 million.