Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Right on the money, Pokerchips. As Lisa Hau wrote - we are at a point of inflection - the next few months will be critical. Partnerships allow development cost to be shared as well as risk. We will see big changes, I think
Jimmy - Regarding testing success or lack of it - not necessarily. It is not uncommon to deploy apps ( or games) with features disabled, some hidden, some at a premium cost. Hyper Scape's selling point was the Twitch tie in, plus in game purchases. Bidstack is and probably always will be an exercise in maximisation of revenue to the big game houses, but never at the cost of the gaming experience. Clearly, there is significant value add for large brand tie ins - so it all depends how the pie is shared.
On the mobile game front, you could argue this is a strategic change but I don't think so - the mobile gaming market may not offer the headline news of AAA, but it's a logical bread and butter extra. We know bids SDK works with Unity. I believe the introduction of 4G then 5G with data bandwidth improvement, plus the increasing sophistication of mobile phones and the capability to cast to smart TV / devices were gateway stages and have allowed Bids and others marketing to be seen in much the same way as PC's & console ads. Not sure of your view, but I never saw tiny Nokia style mobiles as an attractive medium, except through intrusive ads in the games. Phones are nearly as big as tablets now...
On the BoD and JD, you have to make a choice. If you think he has deliberately misled the shareholders to inflate the SP then I understand your anger. I don't. I've been in situations that have had a material impact on P&L that were not of my making but I was responsible for managing. If he's guilty of anything, it's talking about business possibilities before they were written in contract. Timing hasn't helped, with Covid and delays on new consoles & chips. As Pokerchips said, have you tried to price a GPU recently - my second gen NVidia is currently worth more than I paid for it...
On an broader note, I think a lot of people look at the posters with no shares as disruptive and query their motives. Why would busy people spend an inordinate amount of time ****ging of a company they have no longer got an interest in?
Why do you do it - unless you are waiting to buy back in?
Jimmy_Stocks, Shakydog
I think the news that Anzu and Azerion are now in partnership is now making BIDS really have to think how much it needs to invest in further technology development and ..of course also look for partnerships ..in order to stay in the "game ads poker game" ...or at least decide just how it can compete with these serious competitors
The " Advisory Board " must be burning the wick at both ends at the moment ...and whilst there is indeed a delay on news and a decision on any placing ....and indeed whether someone may indeed take a stake in BIDS at this stage as strategic investors ..like WPP has done in Anzu
..The games ad platform poker game is probably at its most serious decision making moment for BIDS and the strategy and next funding is critical for the direction of the next 2 years
Thanks for your constructive response shaky. I agree it will have been tested but I don’t see where it is being deployed. The revenue downgrade tells me EA isn’t coming online with bids tech any time soon, hence the sudden focus on mobile. Which indicates testing must not have been successful, no?
The broker note also states SDK should be live in hyper scape Q2 this year. Your speculation that it is because the game has done badly that we haven’t yet seen bids tech in Hyperscape might be true. I however do not think bids and it’s board have earnt being given ANY benefit of doubt from anyone, all things considered.
Jimmy No-shares - it's been tested and deployed by Codemasters/EA and Ubisoft, among others. It has been designed to work with multiple engines. In my opinion, which is based on long experience, hyper scape is advert ready - the poor performance of the game in first uptake will have forced them to redraft the gaming experience - Bids would always be a bolt on monetisation - in their boots, I'd get the game working for the gamers then introduce the ads - no doubt you will call this waffle - but you wouldn't recognise a technical fact if it bit you.
Exactly my sentiments waddaweknow.
Lucky Strike- nothing. I sold in Feb, thankfully. Feel bad for anybody still holding.
Shaky, it is a fair question. Where is the evidence of technical progress I see a small handful of people keep mentioning? If you can’t answer then that gives me my answer.
Shut it, stox - you're a second rate shill - go garden, I've got bigger fish to fry
Jimmy Stocks,
Good post and echoes my LT concerns about technical viability. The advertising business is an open market place, everyone knows what's going on, what works and everyone's got a big gob (I used to work in it). So the idea that things are being kept secret/NDAs/etc etc is ludicrous, there's no real news because technically there's a problem. And JDramper's presence simply compounds the problem. Now cometh the wafflers, hot air makers, factless megaphones... You gotta laugh...if it wasn't so sad...
Where is the proof? Where is the proof? Where is the proof?
Don’t answer me with waffle, tell me where I can find the proof.
Thanks
Shaker - answer my question or don’t bother replying, nor addressing me directly with your inane waffle. Tia
You're about right there Jimmy. It's one big fairy tale....by Hans Christian Draper.
Jimmy - it didn't take you long to end your self imposed retirement from the Bids forum. You aren't even a share holder and you have no idea about what's going - just spouting negative speculation. What do you know about third party SDK integration? System testing? UAT? Post release web deployment? Have you considered a scenario where the SDK is in fact present, but can be activated or deactivated? I can't envisage EA or Ubisoft releasing a game where the SDK from BIDS hasn't been tested to the nth degree in a test environment- although it's possible to do so, why would you? The point of BIDS is ultimately to allow real time advertising at a regional level.
The forum allows all parties to express their opinions, but your's seem particularly uninformed. Might I politely suggest you plant your own magic beans...hopefully in another garden.
All this talk of progress. There isn’t any. They lost 1st mover advantage awhile ago now it looks like to me.
For a long time, investors assumed progress was being kept close to their chest and assumed bids were in bed with EA and Ubisoft. Well the real reason for silence IMO is their tech isn’t wanted by the big boys. It isn’t good enough. And if it is, where is the evidence?
Reasons for my opinion that no technical progress has happened behind the scenes:
1. No amount of volume has ever gone through the platform
2. No evidence of bids tech in any Open World game
3. No SDK in any AAA studios
4. Limited ads visible now in live games, including newly signed mobile titles in 2021
No doubting this was/is a difficult task technically to execute. But I don’t see any evidence they have made any significant progress in 2 years AND crucially, investors have been led up the garden path.
Somebody show me where the progress is and prove me wrong. And I won’t accept they are keeping it in-house as an answer. That ship/line/excuse sailed long ago and if you believe it still, I have some magic beans I’d like to sell you.