Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Share4, you're funny. I think you're arguing with yourself. I'll copy and paste one of my previous posts
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.
This is me saying that bids does have diverse revenue streams. 1, 2 and 3. Maybe even a 4. I numbered them to make it easy to understand but you're reading what you want to read.
Initially, I read the exclusive part and thought that may be an issue but then realised that they still have direct revenue and licensing so bids are not solely dependant on Azerion.
Anyway, it's clear your one of those investors that gets too attached and treats the company like their own child and if anyone so much questions your child's ability you come out all guns blazing in their defence. I understand that approach for your actual child but good luck using it in investing.
You are suggesting exclusivity is bad based on nothing else but generic reasoning about businesses... ooh exclusivity, that's bad... no understanding of the context in which this deal was made, and here you are attempting to lecture others about how to invest, ridiculous. The biggest risk with this share, and this has happened before, is that they decide to take it private. Look at the dross on this forum and you'll see why that happens.
"Business looks sound but as with any business having a diverse number of revenue streams is one huge tick in the box in terms of risk mitigation."
WTF? Diverse revenue streams? You really don't get this do you. Everything is about get volume on the platform. You actually think it's more beneficial for a company of this size and this stage to try to do everything in house rather than leveraging off a larger companies infrastructure to prove the value of gaming advertising? What diverse revenue streams are they supposed to be getting? Should they do a bit of plumbing as well?
What about potential investors who are doing their research? Are they allowed to ask the questions that the current investors shy away from. Do you understand that approach.
I see a huge potential in the gaming advertising industry. It is in its infancy and Bids appear to be making strides so yes it's on my watchlist. Analysing accounts and asking what you call negative questions are just part and parcel of dyor.
Placing aren't necessarily a bad thing. If bids keep progressing then in 6 months time the SP may be 5p with a potential placing at 4p so a good 30% premium from where it is now. Who knows. That is what I'm trying to get a feel for.
Understanding what bids mean by the word exclusive is important in my research. I know more now about bids than I did when I woke this morning. Business looks sound but as with any business having a diverse number of revenue streams is one huge tick in the box in terms of risk mitigation.
You're free to ask the easy questions but you'll learn alot more about the company by asking the hard ones.
I honestly don't understand why anyone would invest here, then worry about placings and exclusivity. Why don't you invest somewhere where you're not worried about placings and exclusivity. You can't have it both ways, invest in an early stage tech company for the long term growth, then expect it to start sustaining itself quickly just so you can sleep at night.