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I hear what you are saying Count ….and I do agree that it will exceed revenue. If it doesn't, JD and hid sidekick will have wished they'd outed many more shares than they did@ 20p. Good news isn't far away.
Issue is though JD has never yet linked his comments to any number (estimated or concrete). For arguments sake he could say today - "look I understand the market is expecting £1m sales a month and I can say that for October we're very comfortable with that." Market cap would instantly be £140m not £40m.
Data is extremely valuable and Bids have to demonstrate that the data warehouse is built and working and then the ability too sort and collate data is in place....
All adds to the story and another revenue stream but more will be understood next year.
It is a really good chat any discussion between roly and myself |I think has been good natured. He is not doing a deramping exercise just showing caution which considering the recent movements would be warranted.
It is a question of trust in the board or the shorters. We all have our positions. With the various revenue streams swiftly opening to us and where James has positioned us I am optimistic. Deals and figures confirm this. Which should be further enhanced shortly with these streams gaining traction.
The advertiser base appears very good and should grow. I believe Stadia will help that massively this is a tentpole platform and having three impressive games on there a 6 million revenue would not be outrageous at £1 million a month. Just stated that at 4 million we would not be bludgeoned... but on appraisal still be appreciated as an ad platform.
Pubguard allows us to monitor the metrics and take to other companies which really should quickly aid expansion when others can drill into the figures.
Roley appreciate your thoughts here.
Would you attribute any value to the First-party data bids will be collecting and holding? And would Bids valuation be based solely on revenue alone?
Have to say I agree with Hived off below. £4m would be proof of concept and this would fly.
Agree Riley - hit £6m sales = confidence restored and this will motor.
Good ole Count.....always goes in with the big guns. Passionate about bidstack is our regular blood sucker.
Easy does it drac. Rollys post is a good and solid. conservative view of where we are with the information we have at this time. It means we can have a proper discussion on the variables and possibilities as bidstack moves on..
My thoughts:-
- Drac is a count..... a total count
- 10x is light I agree but James gets back full credibility only by beating £5.9m..... Hit £6m and change and you could see a high of 24 times revenues.
Bloody hell drac kill the debate.
Roleybirkin you've been in here from the start so I suppose that surprises me that you are only taking it at 10x when as we generally all agree it's tech so 10x can go out the window. Thoughts?
4m revenue + and this SP will fly, it won’t be a case of 10x revenue market cap, or anything that simple. It will be a indicator of the revenue potential and it will absolutely fly...
One of the keys is how it expands upon the opening of these platforms. It is the traction it can be seen to provide the companies that use it, that will encourage the speed of adoption.
This is why the demand side is so important. We have some strong partners the revenue they drive through the system will
precipitate expansion. The figures will be drilled into rather than the revenue. Bang for buck and how it extrapolates for the publisher. One of the key reasons why adding Stadia is so important to the revenue mix.
£4m of revenue would lead to a loss for the year 2019.... so no price earnings ratio... (£5.9m set to be a loss also)
The company would be rated on opportunity to grow revenues and drive to profitability.
Hitting £4m may deliver 10 times revenue as a valuation - suggests £40m as is today there or thereabouts...
Dissecting £4m and presumably that has come last 4 months of the year would suggest an annual run rate of £12m (£1m a month) then you could see a valuation being applied at say 7 times forecast for 2020.
That would be £84m valuation and a share price of some 30p or so...
A lot of trust placed on JD. The message and demeanour he has been sending has been very positive with regard revenue.
With the agencies and platforms open to us and Stadia hitting we should do well.
Even if we did £4 million in revenue that would likely earn us around 1.5 - 2 mill putting us on PE20 which is little for this blue sky and frictionless business. Above that and we really fly.
The market looking for revenue generation - either an update on Q3 or run rate for October and onwards...
They have to prove that have a revenue model and the shares can move...
Fairly valued at £40m until numbers are known...
IF they hit target at £5.9m then the shares can fly...
Agreed indiscipline.....and let's hope it jumps alot.
One decent RNS before Stadia and this jumps.
We have been brought down on piddly volume compare to yesterday.
At least we are getting regular positive updates....better than no news. Sounds like we are heading in the right direction anyway.
Weathers set in horrible here
No chance.. it's all yours mate
Practice makes perfect Bobster you do the next one it's all yours
Impossible to beat you to it big :-)
More coverage of our collab with @UmbroIreland @NFG_eSports and @FuchsOfficial from @SportBusiness. It was great to see the kit go live in @EASPORTSFIFA over the weekend and in action at the FUT Champions Cup in Bucharest!????https://t.co/6EzsghI6A2 #GetInTheGame #FIFA #FUTChamps https://t.co/sBnelqOBtU