Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Too right Mniy,
I spoke to a friend about BIDs a while back and all i said was imagine being able to dynamically serve ad's into games. He just couldn't fathom it despite being a bit of a techie earlier in his career. When you look at Google, Facebook, Insta they live off Ad's. Gaming as of yet is untapped apart from the mobile games with intrusive ads in your face.
This really is just the start, it whether BIDS will be the ones to capitalise or whether someone else will come along and sideswipe them. That my risk in investing, not concerned too much about dilution or revenue for this year.
Tbh most don't understand Bids business model, it's a new concept and hard to get your head around unless you're either a gamer, into tech or spent time reading about it. Because of this JD will have to really showcase the potential, unlike a oil company where everyone gets the concept of pumping oil = money. JD will have to show revenue potential for the big money in this market to invest imo.
haha that would be annoying, but just further proof he's not planning to run like a flash in the pan micro cap stock, there's substance to this business.
Made a small topup. Tough call, maybe the markets sniffed something out hence the downtrend over the last few months. Is today capitulation point? Although i dont expect revenues to be anywhere near 6m, i do think theres a bigger plan at play here. The silence from Jd is quite unusual, there has got to be something in play here so have topped up with a small stake.
BTW, i fully expect poor revenues for H2 and i fully expect a placing too. Happy to take the risk knowing that. You wouldn't have created Unity and Unreal SDK's for fun.
Nothing like a positive spin.
JD best not put one of his after hours specials out on Xmas eve when mkt shuts at 12.30
First time buying again properly since the placing. Plan is exactly the same do not expect any news until near Christmas this has been what we've been told many times, they will not stop this fall because Bids needed a rerate as we move towards revenue. This market cap makes sense currently, this is a black Friday price today that will be in the rear view mirror come Christmas and January.