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25p is fair value in your opinion Maverick eh? They've only got to climb 150% then...thats a relief. You've just plucked a figure out of your empty head and its based on nothing.
Well lets see what the morning brings - we could see a significant move and those on the sidelines will be buying - fair value in my view is 25p, however given potential contracts we could be looking at significant gains in 2020. In game advertising is the future.
Something with YouTube? Does YouTube normally advertise?
Lets hope this is the start of a news rich period.
Rns in the morning, please !
YouTube advert next to bidstack
Just clocked the other 3rd bidstack reference when enlarged down at ground level. Cup of tea I think.
Honeststu great post by you on here and firstly on Twitter fair play Tks.
https://twitter.com/graphitebot2/status/1220399373567385601?s=20 Bidstack sharing hoardings with EAGames within an EA game. First pic now tell me we are not talking to EA.games.
I know nothing but looks like a leak has sprung somewhere, here hoping
Good points made by Robski/indiscipline and martbmth
The cash burn is the one that's really got everyone scratching their heads. I still think/hope it's healthy and if the up front lands that would stop an awful lot of people worrying.
Jolson that's where we differ I think jd thought he was getting the upfront before Christmas hence he was so relaxed about it. He will have learned from that and we move on.
Don't know about a red or blue day my screen seems to be having a green day. Good luck all investors
The reason we are talking burn is because the rate has increased with the employee increase.
What did not increase was the revenue which was basically promised. That got changed on us to test revenue.
That is why so many shareholders have worries about what James said and did. Trust weakened.
It is phenomenally tough to build a new business in a dynamic area. James has shown some amazing ability in many areas.
However when running a public company he knows and said so you cannot go dark for 4-6 weeks at a time.
If we can still get to 2021 without a raise that is fantastic... but revenue to raise questions will increasingly be raised with dark periods.
this is the same TW who wrote "Tesla shares to crash, a zero possible"
Let's stop this James bashing - even if you have an ulterior motive to lower the SP now IMO its at a good price to buy in or Trade if thats your game.
1p at this price = 10% - so take your profit and enjoy- but when contracts are signed don't moan
For me it would be good to get back to understanding the technical side of how this stock will grow (Comments welcome)
In terms of burn - if you read back to the orginal £6m raise - this will sustain the business until 2021 when James stated we should be making profit
All businesses have delays - Contract are often very legal and complex - Don't forget we know the tech works and can measure income from the impressions
All in my own good opinion
GLA
Well for me, I cannot trust him, I personally sent him emails regarding TW and the profits warning and in the middle of all of that , he sold his shares on the 28th Oct 2019 and he released the Profits warning on the 18th , Directors cannot sell within a certain window due to insider information, But if he is still aware of that information and TW was kicking up a stink about a profits warning, there is nothing stopping him from from selling shares and updating the market on the profits warning which he did do when once he was out of that dealing window.
https://londonlovesbusiness.com/ask-clem-should-i-get-excited-when-directors-buy-shares-in-their-own-firm/
Another possible downside to JD's behaviour is that potential clients may look to his previous statements and assurances to decide if he always delivers what he says or if he likely to over-promises and under-deliver?
Is he trust-able to do business with ?
What do his shareholders think?
This could effect their confidence to do business with Bids.
He needs to get a grip sooner rather than later.
Good point at this stage the burn is everything.
Shareholders have the right to know the burn rate, so they can make informed choices. I believe he is staying quiet because as he is waiting for contracts to drop that is the growing question, in all minds, and the one he wants to avoid.
At some point this needs to be addressed head on.
He is building a new ad category it is tough, but , if he is more open on the difficulties shareholders can assess their risk position size accordingly and they will support and trust him. The blackout kills his reputation and the stock.
It would be interesting to know what the monthly burn is, so if all 3 agency's generate 2 million each, that will be 6 million for the year minus the operating costs
Robski - best post for sometime by a country mile. Assuming we known there is a very good chance of £2million income coming BIDS way and the present MC of around £20m is fair imo. All we need before summer is a couple more contracts. Come on James.
Hi All
Not been here for a while
I too was massively disappointed with the statements from James before Christmas
Like many I have derisked my stake and used to money to slowly makes some gains on other shares
I am still here for the long term as I still like the business model which brings me to the following
£10m Ad spend with a major ad agency guaranteed for the next 2 years
Okay the means £0 to £20m
But let’s get it straight this is real money
If company X go to the ad agency with a campaign then the Ad agency will IMO split this into a number of campaigns
Bidstack are sign to at least 3 global ad agencies who it’s in their interest is to sell advert space so £0 is not realistic
Let’s play the maths
1 campaign £15000
£5000 to in game
1000 impressions = £1 bids get 20%
Ave campaign for say Dirt Rally 2.0 = 7 450 000 impressions over 7 days = £7450 ad spend = £1490 to Bids
X52 weeks
X3 games
= £182 000/ game over 1 year
= £546 000/ 3 games
IMO £10 000 000 will be easily spent
Bids get 20% = £2 million
Add all the other deals and 2020 will feel much rosier
Only IMO
GLA