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Aldebaran, Receivables increased in the period by £1.5m to £4.3m. in there I am assuming is the £1.3m tax credit (received in July). So £3m of receivables left.
DRB83 where did you get 3m in trade, receivables from? I don't see that figure in the CFS. I see receivables at 1.532.550. I follow and agree with youre approach
"Perhaps you should actually research the company"
LLOLLL!!! Its a bingo
" I prefer to challenge my investments to make sure I spot any potential pitfalls before I get too heavily involved."
Why did hold onto NCYT until your money all but evaporated then? Friendly online personas gave you plenty of warning when it was going.
To be honest Helx your latest post finally gives the game up that you are multiple people and therefore going to be blocked by me. I am a bear (like you) but at least i have the decency on visibility and clarity.
My jovial post today in reply to Girdz should have been known by you (as i have posted it several times) is in jest.
You lack of note about its tone reinforces everyones belieft you are a plant (or several plants) by someone.
Is the real Helx on holiday and you have logged in for a frotnight.
Shame on you.
10p by Christmas ain't happening. These are currently worth considerably less than half the current inflated share price. Enjoy the beautiful sunshine and keep it real.
6p by lunch once the US wakes up and 10p easily by X-mas Girdz.
Rinse and repeat second half weighted blah blah blah.
Of course they are Aldebaran. I prefer to challenge my investments to make sure I spot any potential pitfalls before I get too heavily involved. Some people get too attached and respond with a barrage of personal insults as if they're in the school playground. It happens all the time LSE.
Apparently, the only risk here is being taken private which would obviously only be signed off if it's at a great premium to the current SP. So for anyone buying in today there is absolutely no risk with this AIM investment whatsoever. Apparently I'm the one in La La Land.
I think Share4 calls it a SO analysis not a SWOT analysis. He does the strengths and opportunities and if anyone mentions a weakness or threat he says 'SO' and cracks on.
The share price tells a story rather than the jackanory most say on here.
If Bids had signed with EA and had no issue with funds, would the SP dwindling around 3p still!!?
No I think not.
It is all secret squirrel with bidstack, always has been and the market clearly doesn’t like it!
These lot have Stockholm syndrome DRB83 your questions are valid keep going
I think I only mentioned 2 concerns. One around cash collection and the other was around the term 'exclusive' and what peoples understanding of it was. Now someone like you clearly sees them as pathetic as they are challenges against the company. We can't have that now. In reality, they are reasonable questions from a potential investor. In the end I answered my own question in terms of exclusivity. The cash collection question was raised following your statement that trade receivables looked good. You made that assessment based on what? that trade receivables are higher than trade payables. Thats basic. You didn't even mention the significant increase in trade receivables and what that may indicate and did you calculate the debtor days (this should be close to 30 days in a perfect world). I'll leave that with you.
DRB nobody said investors can't ask questions, just the pathetic ones you ask. Perhaps you should actually research the company and come back when you've got it straight in your head whether they're being well managed or not.
You thought 'testing wasn't going anywhere' when it OBVIOUS it was done. You look too much at 'figures' ... one of the weakest indicators in the formation market BIDS is in. Your investment history speaks volumes.
Share4, I like bids. I like gaming and it's a huge opportunity for advertising. Bids brings together the creators/publishers and the brands so everyone wins. Similar to what BOOM does in podcasting.
I understand it can take small companies years to turn a profit and a jump from £2.6m revenue to potentially £8m in one year is a great stride. As investors you can't just focus solely on the top line and assume everything else must be working.
It's delivered from when I began investing. If it hasn't delivered for you then you have no idea how to analyse a business.
Yeh......Because Bidstack is a company that has continually delivered everything it promises and is making some real progress, as well as big profits.
What is there be to be negative about ?
Dear oh dear...oh dear.
Honestly you would believe by what you write that companies operate in some magic universe in which they have no constraints on what they can actually achieve. The revenue growth just isn't enough for some people, they think that it's the norm for a tech company to go from early stage to self sustaining when it's almost impossible. La la land.
DDR what are you on about. The exchange for exclusivity is Azerion going out and getting volume on the platform. You worry about placings, we would have had to have a large placing to get the sales reach Azerion has. A 2 year deal to drive volume to the platform gives us the better end of the deal.
I don't understand why you're investing here if you're so negative.
Trying to understand the drivers of the top line here. I believe bids have:
1. There own portfolio of publishers and brands which they are progressively expanding and monetising directly themselves.
2. They have then signed a 2 year agreement with Azerion to give them exclusive access to this portfolio as our exclusive reseller.
3. We have then signed a 3 year enterprise software deal with effectively allows them to build their own portfolio using our model and systems.
Not sure if MMP World wide fits into 3 (licensing revenue) or whether it should have its own category.
I wasn't sure with me previous post but feels a lot safer being able to build the business outside of the Azerion deal.