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Yes Girdz....it's not very encouraging at all. Give it a few months and the fund raising event will start. Typical unfortunately.
“That is exactly what is happening now.
UFC
Dirt
Grid
Hyper Scape
Real Cricket
Football Manager
I'm sure I'm missing some? The point is we ARE actually doing it right now.”
Sorry TAF have to disagree. Nothing live on hyper scape, nor crickets. James Draper doesn’t give any meat on the bone for when these games go live.
UFC - we thinks it’s us. We don’t know. James Draper doesn’t tell us so cannot be sure.
Grid - is there any ads in this game?? I read somewhere that no one has seen anything.
That leave dirt and FM to generate the income.
Like I have said on the other channel I have a horrible feeling about the revenues being met this year unless these games are switched on and we starts seeing big brands being advertised
I am banned Wilson63... otherwise
You remind me of Dennis Wise. ‘He could start a row in an empty house that one’.
Being able to spot the ads is important. You said it wasn’t, I disagree. Spotting ads in ufc and nhl has led to EA. Spotting global brands in FM and Codemasters has added further clues as to the uptake in this new ad category. I was originally making the point that just because we can’t see them, doesn’t mean ads aren’t being served elsewhere. Bidstack offer next to nothing Investor Relations, so it is a good job people look for these clues.
Sheeesh
02:36 I posted "Visibility does not matter right now"
12:10 you posted "Visibility as in ads being visible in games being served now. That does matter, sorry disagree."
Errrrm well that was ermmm kind of my point. Ermmmm :/
Errm well, make your mind up!
Unhinged? You even "disagree" with yourself.
@bidlievers all to see once you join, far more under the bonnet.
And I disagree with everything? I hardly post here, what are you on about man.
Thanks for reminding me why I hardly post here. The last bastion of the Unhinged.
TAF - if Bidstack sent us that list with a column for 'revenue year to date' i'd even become a bidliever - I won't hold my breath!
Errrrm well that was ermmm kind of my point. Ermmmm :/
amir - "Only hope is they keep adding some big names"
That is exactly what is happening now.
UFC
Dirt
Grid
Hyper Scape
Real Cricket
Football Manager
I'm sure I'm missing some? The point is we ARE actually doing it right now.
Jimmy, you appear to disagree with everything. Positive or negative.
You can't see India from your house, surely you must believe it exsits?
We now have adds (or very soon will) in India.
It does not matter if you can visibly see them, it is happening anyway.
Sloane - Bidstack crashed the shareprice first with a trading update then day after announced a £10 million airy fairy deal yet to be seen in any revenue figures. I'd ignore the 6-8p as analysts guidance are mostly useless and of suspect value to retail shareholders. Even hitting a paltry £1.5m revenue means they're still way off any positive cash flow. Only hope is they keep adding some big names and gaining proper traction faster than they keep diluting shareholders or a takeover hopefully. If they actually deliver on anything 6-8p will be a distant memory but without any comms it's becoming a big binary bet again.
Visibility as in ads being visible in games being served now. That does matter, sorry disagree. My point below was that others were guessing revenue and that we will not have any visibility of targeted ads outside of the uk.
You would like to think so. Am i right in thinking that the SP jumped to 25-30p last year off the back of a suggested £10mill deal 'imminent' that didn't not happen.
Would it be fair to suggest that @ £1.5mill revenue for 2020 that actually the SP is represented fairly at circa 6-8p?????
Am i being too simplistic, I hope I am.
With what we already know is going on I would fully expect income to exceed target on H2.
TAF - biggest idiots were the shareholders who bought JDs and FPs rampathon sharedump. We've had silence from this BOD before and it doesn't end well. Stakes are high now and risk is most definitely on at £20m market cap- silence and no shareholder comms - my money on complete failure to hit revenue target by end of year as track record of delivery to date is abysmal. Cold we have Cathal from Open Orphan on BOD please - at least he'd tell it as it is!
Visibility does not matter right now.
Yes we would all love news, and hype to boost the SP.
Look where that got us last time.
I would much rather be in this position, we can all see things are happening now.
We are now based on something real. I am glad it's all happening behind the scenes.
IMO it's only a matter of time until this goes North in a big way!
Until then I think this is a great opportunity from here.
Or in the words of an idiot "Americans are buying at 70p, £24 end of the month,
and £42 by Christmas!"
I am happy with the way it is going right now, no hype, but we can see action.
It will happen, it is happening, no choice because it is the future.
FM numbers are great and it will have been a fantastic live client to build out the tech with, but I do wonder if the impressions served are limited, given the nature of the game, and the billboards not being in view for most of the gameplay. Compared to say Fifa, when the ad boards are nearly always in view during the gameplay.
I think aswell on the discussion of where the revenue is coming from, the ads are obviously targeted, so we won't have had any visibility on ads being served outside of the UK.
Hi Roley
I cannot say mate but again i agree with you that RC20 number will be low in Q4 BUT the IPL is on at the moment and may spike / give a shot in the arm.
I have a nasty feeling the can maybe kicked down the road again until next year but i very much hope not for all our sake.
It should be a perfect storm in that more gamer due to lock down (and natural growth) etc BUT is so why are the big contracts with EA etc etc not being rolled out if the tech and sales team only have to zoom all day everyday pumping the sales through the roof.
JD needs to come out of retirement in terms of his public appearances, even on Zoom and start making the RIGHT noises as oppose to now being too coy. I would send someone else out to bat personally that the markets and Institutional Investors may see in a better light.
Hi Sloane, can I ask where your understanding of 650-850k came from? Understand if you cannot say.
I do not disagree as I have a set of DAU's for RC20 and that points to a decent annual number.
My view is Q4 for Rc20 will be a low number.
My understanding is the Real Cricket contract alone is worth circa 650 - 850k to Bids but i do not imagine all that will come in during the next 3 months.
I think the 'open world' games as suggested have significant critical mass in terms of users but alas impression can / could be less so.
Real Cricket, FM et al are going to be the bread winners IMHO with regards to revenue.
So the question I have is where does the £1m come from in Q4???
FM - much better numbers esp with the game being free on Epic?
Dirt5 - and the launch on 6th Nov?
Grid - Is it alive?
UFC3/UFC4 - are Bids still delivering and what is the opportunity?
Hyper Scape - and delivering ads no later than year end?
Real Cricket - and delivering from 1st October on?
Inventory is building but will it deliver?