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Saying that in five cities across the US, the ads (banners, car skins, etc.) are not present. Moreover, the near ubiquitous presence of ads in the games last year have disappeared. If they are still in other gps, all good, but ad placements have fallen off a cliff in the game.
The pivot to mobile games has radically expanded the number of titles on their platform, but has not resulted in a sufficient boost in revenues to take the place of the 4Q2020 AAA ad presence much less the expansion in revenues outlined in 2021 broker reports with Cenkos or the forecasts in the 2020 reports with Stifel.
Discounting to the extent that the don't exist--Ubisoft doesn't have any BIDS inventory (last year, in Hyperscape they carried a lot of Burberry but no longer. Codemasters hasn't carried BIDS inventory since Codemasters was absorbed into EA. FM, in Sega, carriers some inventory from time to time and the CPM was $15 last year but my understanding is that this is no longer the case. Happy to be enlightened on the name of any other AAA games .
Any esport collaborations are not expected to have a material impact. Same goes for VR.
Incremental bid levels have no impact on revenues--it simply an operating model.
CPMs start at $1 and have in the past (for AAA games) has indeed risen to $15.
Are you discounting the 11 AAA games then adguy? Are you ignoring the 6 esport team collaborations? FP is on record discussing the CPM which the charge up to $15 for the AAA games
… Currently, brands negotiate individually with Bidstack for inventory in $10,000 increments, selling across verticals, like interests in driving games or real-time soccer, targeting age, location, gender, and other data collected from the games. CPMs range from $3 to $15, depending on the game and targeted audience…
For broker estimates, check the Cenkos reports--the most recent is Sept 2 and all are available for free.
For a list of games, check Bidstack RNS, their web site, twitter, etc. I played Tennis, Soccer Cup, Mr Bean, BMX2, Dirt Trackin (which I think is now an adverty title), GRID, Top Eleven, etc. Ads seen include Marriot (which had a good presence), Door Dash, a couple of US universities, Nerd Wallet, Samsung, etc.
For a proxy, I use StrongVPN--gives me access to various US cities, UK, all the large market countries in Europe, the far east, etc.
Cenkos is looking for £4m this year. They cleared £820k for the first half leaving £3.2m for the second half.
CPM for mobile games is US$1 - $3
Taking an average $2 CPM, they need 1.5 billion hits to make their revenue number for the year. If they have 200 games, all pulling their weight, thats 43,000 ads per game each day. If 43k people play each game every day for six months, everyone playing each of the 200 games, should see an ad in every game. Ignoring that they don't have 200 popular games on platform.... in playing these games, in different locations in the UK, US, Europe, the far east, the middle east, I saw a hit rate that came no where near this.
Guygad "The only reason that the stock is heading south is that the company is falling way short of ad placements to meet its revenue goals for the year. This, in turn, means that its burning cash too quickly and increases the prospects for another dilutive capital raise in late 2022/ early 2023."
Your above statement Guygad, is it your personal view or have Bidstack posted a RNS regarding this? Please clarify as I am only interested in facts and not in speculation. Cheers
primary research.... the best way to get insight into the performance of a company--download a proxy onto your device, spend a morning playing the most popular games in the UK, US, Germany, Japan, etc., and keep note of the ads you see.
The only reason that the stock is heading south is that the company is falling way short of ad placements to meet its revenue goals for the year. This, in turn, means that its burning cash too quickly and increases the prospects for another dilutive capital raise in late 2022/ early 2023.
Just seems to be when it gets in the 2-2.4p range it gets a battering, chart is very spikey for the last 3-4 weeks. Doesn't matter if there is a large seller or not but once they are cleared we should gain ground quickly. I was just wondering if I've missed anything, as don't look in on this board too often. By the way I'm accumulating. Look at gdr today, not world changing news but everyone jumps on the bandwagon. I can see this happening here at some point. Good luck and keep holding
lol honestly you must be the wimpiest poster i've ever come across - only pipe up to discredit other's opinions when it suits / never post when things appear more positive & can't even fess up to your own failings & tragic track record of investing.
total embarrassment - you're genuinely worse than helx 1 by acting out to be something your not. Should have called myself Girdz2.
it's heavily sentient driven given the absence of quantative, demonstrable progress as we await results in December. A few weeks back the world was in a more positive place so bets were being placed on Bids having a run up to (& beyond results) which dragged a lot of new, speculative buyers on board (weaker hands that go with the trading flow). because of the global covid-variant news & growing cases in Europe we've seen a temporary reversal of this with the weaker holder moving on to less-risky pastures imo
I'm not selling a bean & will only accumulate in this period as the same reasons I bought bids back at 1.6p still apply now. This is a behemoth in the making - may as well get in at the bottom.