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“Over 300 global games and thousands of advertisers currently use Admix's end-to-end platform.”
Just noticed the below.
Bidstack getting blown away at the minute then
There is more than enough room for a few players in IGA. I think it’s very positive that Admix have such a large client base as it demonstrates that IGA is a thing.
I imagine our product is superior just mis-managed. This competition will keep JD and his sidekick on their toes and not spending ghastly amounts on expenses (I bloody hope so).
Better to have 1% of the top games than 90% of the bottom games Girdz. If you do your research you will see any game developer can signup and use Admix platform, join the dev community and take a look. These developers are one man band projects with sweet FA users.
Stating the obvious but that’s 10x the amount of games Bidstack have, and it’s not like Bidstack can say they have superior games.
A few “aaa” games and rest are mobile.
This is probably due to Bidstack having to take plan b (mobile games) late on when the plan was aaa games
“Better to have 1% of the top games”
But Bidstack do not have this.
Agree Sogmala definitely space for more than one
That said I would have thought some would start to fail whilst others kick on.
And, for Luke, drinky, Bottomz, helx 2 - I am NOT implying that will be Bidstack!!
If revenue is £4million or more I think that will be game changing for bids, the market will again take notice. It will snowball. Big IF though.
It does sound that this in-menu feature was a bit left field for bids and potentially not taken into account in their forecast revenue for the year. Please be true!
£4mil with at least 20% margin retained I would say.
Give up margin for revenue (10% last year) then I think this creates more questions than answers.
Bidstack must have been working on this for a while.
Can’t have juts been a quick decision to go down this route. Perhaps they saw success else where with menu ads
When did the Stifel revise the ye down from £8mil to £4mil?
Really comforting to see girdz working hard to undermine bidstack! Nobody pays good money to slate bad companies. Thanks girdz for the vote of confidence!
Girdz doesn't need to work at all to undermine Bidstack...the share price at sub 2p is down to themselves. The dreamers here keep kidding themselves and try to paint a decent picture for the future. Unfortunately, i can see yet another charity fund raising event coming up with Admiral disaster telling us all that they are making great progress blah blah blah .
Morning, I've got it clear in my head what native advertising means and I can see the benefit of that, also with the recent RNS having in-menu ads is beneficial. I like the sector this is in and the potential for the future is enormous.
What I'm still not clear about is the expected profits the company is to make, and before anyone tells me to go invest in TESCO, I am more than prepared to invest in a loss-making business, as long as there is a pathway to profitability that I can see.
All this "the market is huge" and "revenues are going through the roof" talk is true but unless that is going to translate into net profits before the company run out of cash then further raises are inevitable. I don't want to be heavily invested in a company only to find out I've been diluted after a few months because the company needs to raise cash to stay afloat.
I'm just not clear how BIDS get paid, is it for example a penny for every impression or 10% of sales generated from the ads etc.. or is it just a bulk one off fee for each advertising campaign, could some of the cleverer people than me answer that please or point me to where I can find that information myself.
Many thanks
Wont have need for any raise until perhaps 2023 if TO expectations are woefully missed - we’ve covered this chat previously lesser helx
Sense talk - at present (I believe) each campaign we have been seeing is a private market place deal.
I am no marketing expert but imagine the campaign will be quoted based on anticipated impressions.
Of that quoted price everyone in the distribution chain, eg publishers, agencies etc, will take their cut leaving Bidstack with their margin.
So at present Bidstack will know what they are earning when they price up the campaign as it will be fixed from the outset.
With this fee structure Bidstack can compromise their margins to get the revenues through the door.
That’s what we need to look for at the trading update.
With regard to ads on open market. I suspect Bidstack will be paid per impression. That makes sense.
Obviously Head of PR Bottomz May be able to confirm, or even Helx2 might give you a less facetious response.
We expect to be able to announce the release of other ad formats in the near future which we expect will further add to the significant growth in intrinsic in-game advertising revenues we are currently experiencing. Our team is highly motivated as its great work over the last few years is now translating into revenue growth across multiple territories, genres, advertising verticals and products."
Sensetalk
"I'm just not clear how BIDS get paid, is it for example a penny for every impression or 10% of sales generated from the ads etc.. or is it just a bulk one off fee for each advertising campaign, could some of the cleverer people than me answer that please or point me to where I can find that information myself."
I too have came to the same conclusion as yourself.
I was here on this platform a few weeks ago to seek good info but the problem here is that if you express positive or negative views , you are then accused either being a ramper/ deramper!
Bidstack got great potential but my big concern is that they might run out of money. You might get a better answer if you contact bidstack directly and see if they will give you the info. No one on here knows.
Thanks for the replies all.
I have emailed the company the question and will post the response if/when it comes. In the meantime if anyone does know the answer and would post that would really help a lot of new and even existing investors understand more clearly the financial model here. A crucial piece of information I believe