Our live Investing Matters Podcast Special which took place at the Master Investor Show discussing 'How undervalued is the UK stock market?', has just been released. Listen here.
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I'm looking forward to the inverse event, I won't be overly concerned if they push it back whilst they sort the ducks out.
I might even dig this out 50 secs in until game starts.
https://www.youtube.com/watch?v=hW7Sg5pXAok
Indeed. The cat will be out of the bag when the market gets an idea of numbers and £ but investors who have done their own research know where there is heading.
Very exciting 4 weeks ahead of us, let alone 4 months! Investor event is rumoured to be around 3rd or 4th week of September. JD said in an earlier podcast that they would be so far ahead of the competition at that stage they would be able to reveal all. Everything is on track and so you can only assume even more major newsflow from now until the investor meet.
Another great appointment also, John Koronaios. Very impressive career history in the gaming industry.
Agree with both your comments Jimmy and Scott.
Let’s see what the last 4 months of the year bring.
As far as I can see everything needed for a unicorn is in place now. More dsp’s And games will always improve things. Just need the advertisers using Bidstack now,
Frictionless scale - multiple unicorns.
IMO that will come to fruition sooner than two years.
Sounds like birling should just stick to chat rooms
Careful now, Berlin’s might cause you of hyperventilating LOL
The chancers, re your post earlier about SP being 90p in two years time.
Seriously if everything goes to plan how can BIDS only be worth just over £200mil.
Scottys post earlier roughly estimated over gbp 200mil revenue on fortnight alone.
I am not ramping just saying if BIDS really gets going then surely this is going to lead to exponential growth which will obvious reflect on market value.
cambridge130This is why i have held on over the months , not taking a penny in fear of missing out, Not even taken a penny out of the pot.
At the moment i am over a bagger, If i take half out now and in 2 years the price is sitting at 90p, I will be kicking myself for selling half and thinking about the money that i could have had, at the moment, i don't need the money, so i am letting it ride. Yes i could have sold and bought back cheaper, But that's day trading and that's not for me
If you trade this share from hereon, you're playing with fire. With RNSs to come at any time, I wouldn't want to be out of this overnight, let alone over a weekend.
Eventually, games using the Unreal Engine will see their ad inventory become automatically available to advertisers to buy programmatically through Bidstack’s network of demand side platforms.
Ooh nice isn't it.
Taking from tech hounds page (Tks:)
Full article
https://mobilemarketingmagazine.com/epic-games-unreal-engine-bidstack-in-game-advertising
From the AppNexus RNS “AppNexus claims it transacts a peak of 11.4 billion daily impressions, that its marketplace handles more traffic each day than Visa, Nasdaq and the NYSE combined and that it sees more than 108 billion available advertising impressions across global markets every day, giving reach spanning all continents.”
Scotty that’s the beauty of AppNexus it is seemless and apparently a growing number of major brands are heading this way as per previous posts eg Kelloggs anyone keeping a list?
Mars, that's why I say in that one RNS thus MC has gone from being about right for where BIDS are to being severely undervalued.
Even though more games can be signed up the revenue is now throttled back by dsp's and how many are advertising in game.
Scotty nice maths one game one advert great outcome, so how many games and how many adverts and how many players. Still static share price horses to water...
That was June 2018 by the way
Quick calc.
Fortnite, rise in players from 125m in June to 250m now.
If half this play every day and they see just 1 advert each (very conservative) and the advertisers are just charged £5 per cpm (cheap for native) that's a revenue of 625k per day, 228m per year.
Hope the get the dsp's sorted to bring this home!
Wonder what next years revenue predictions ate going to be.
Tech hound. What thebig says welcome.
Cheers!
Welcome Tech-Hound i love your posts on twitter