Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Someone was keen at the bell.
Little morning dip for the mm to try get your shares....then up we go again. Hold for the big prize folks
In that part of the world most games are played on mobiles it’s not like the western world so mobile gaming is colossal, if you don’t have an interest in cricket in India you are either a tourist or an overseas worker. You are certainly in the minority.
As a balance the CPM for that market is considerably less so probably why no RNS. That said this will certainly be an acid test for BIDS system architecture if it can there should be no problem in dealing with volume.
Spot on Iseenoships, an ongoing flow of 3/10s with periodic 10/10s is an ideal and secure sales mix. Still squeeky b.x.m time for me.
I've been out for the day so missed the fun.
My opinion is that the deal with NM would sit nicely alongside the deal announced with Ubisoft.
Both offer inherently different audiences and that plays well for Bidstack in offering Agencies and Brands the audience of their choice.
I would also think that RealCricket20 would have a vast amount of daily active players and would also add that RC20 is not just played across India. Cricket is a global game and RC20 is a leading global Cricket game.
Couple today's news with the tweets from Miles detailing the record number of new FM20 players and you can see that the Bidstack inventory by DAU's is growing quickly.
To sum up, it i great news that Bids can sit down with Agencies and Brands alike and now be able to offer a wider demographic, a global demographic and an ever increasing range of sports to racing to fighting games.
The market will still want to see an idea of revenue growth before a re-rate but you would hope the last few weeks of EA's UFC3 and UFC4 coupled with Dirt5 in early November to launching Hyper Scape to being live with RC20 and the dramatic increase in FM20 numbers may just show the market that James Draper and Bidstack are growing up and maturing nicely.
Well if we can get a dozen or so 3/10 that will make for some hefty income I'd expect.
Mix that with a few 10/10 and we will be well north of the sp of today.
This article is a good read.
https://www.google.co.uk/amp/s/www.exchangewire.com/blog/2020/09/23/howzat-bidstack-partners-with-nautilus-mobile/%3famp
Nautius are an independent developer, but has a very big market audience.
Do you have any idea how big cricket is in India!
Millions play this game, fantastic deal for bids!
Does anyone know how big Natilus Mobile is, as opposed to how many people in India /elsewhere are interested in cricket? I suspect the company is small, which is why there was no RNS. Ubisoft had a turnover of €1.8bn in 2018. I give JD 10/10 for signing up Ubisoft, NM I dunno, good stuff but maybe 3/10?