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Girdz crying about Draper again. Jesus. Why don’t you wait until you start seeing adverts, buy back in and then rejoin the chat. Everyone’s happy.
Girdz, Some of your trolling posts have been taken down. I remember you saying yesterday that you were willing to bet this would be in the 1's today. Its as shame someone didnt take you up on your offer.
Angelis. Think you are getting me mixed up with helx
True invest
That’s if they get 25% margin.
You need to have a look at last years numbers and see what the margin is there.
Try 10%!
No explanation why.
Mr Angel.....maybe you should learn to read properly. I definitely didn't say in the 1's today.
Ahh yes, the guy who sits next to you.
Hahaha yes i sit next to helx all day bashing Bidstack.
If that makes you sleep better at night!!
Lol
Obviously I really hope you are successful with your Bidstack investment, and you have times your entry perfect.
I’m a mug for believing and trusting the CEO in 2019
My mistake.
However Draper hasn’t covered himself in glory since.
Not going through it all as been said so many times.
The margin will be lower on test spends, with large studios, and sponsorship work.
Stifel explained the 13% margin in 2020 as being due to test spends rather than commercial margins.
Going forward Bidstack expect in-game ad margins to be 20-50% (up to 50% for smaller publishers) and for sponsorship margins to be 20%.
On a blended basis Cenkos are forecasting a 25% margin for 2021 with scope to increases once the number of smaller publishers increases.
‘Overall, we have assumed a stable gross margin of 25% for Bidstack but this will be determined within each year by the mix of business activity. There is scope for this gross margin to increase once programmatic advertising revenue commences and increasing numbers of mobile games publishers are onboarded.’
So once they achieve open exchange buying they can look forward to both much higher fill rate, and higher margins.
“So once they achieve open exchange buying they can look forward to both much higher fill rate, and higher margins.”
Exactly what I am waiting to see the “open exchange”
Patience is a virtue. Like I said wait and then either stfu or get on with your life. Pastures new and all that. Maybe you could find a bull in said pasture.
well if they can get the gross margin higher and the operating costs margin lower ...then the bottom line will see a great difference ...those are the next two challenges to tackle head on in this next phase ...