Member Info for amirichyet

JD meeting
Could this even get more surreal! A BUNCH of investors are meeting JD - a Director of a PLC company will have a 'meeting' with the 'chosen ones'! Anyone believe this - do me a favour!

...just a phone call every few months to cash the cheques!

Obviously being part of bids' 'advisory board' doesn't take too much commitment!

Codemasters entire sales last year was £71m. So stick on a bit of advertising to one game and we've got £90m - seriously! Maybe I should invest in codemasters!

I’ve heard from reliable sources that JDs xmas present will be a youtube video of JD, FP and DW having an Aston Martin Drag Race – JW is the timekeeper, having just come from his charity for share tips work (what a hero). Before the race they give a short presentation on how it’s been a tough year for them appreciating shareholder value, especially with the slight mishap of paying for advertising in FIFA instead of the other way around (this now having been ironed out by executing everything in the right order) but conclude by saying they were very excited that they handled their 20p share sell well considering the market conditions. Then it’s race time! - can’t say who wins (that would be telling – NDAs and all that) but there’s a lot of high fiving at the end with tea and white toast all around as they announce to camera the securing of a massive new Vox contract after many months of negotiation (paid by shareholders naturally) that will last until September 2020 directors lock in period. Merry Xmas.

Issue is though JD has never yet linked his comments to any number (estimated or concrete). For arguments sake he could say today - "look I understand the market is expecting £1m sales a month and I can say that for October we're very comfortable with that." Market cap would instantly be £140m not £40m.

Agree Riley - hit £6m sales = confidence restored and this will motor.

Yep two very high calibre individuals gone, not your run of the mill middle management by any stretch. No acknowledgement, SJ not even mentioning BIDS on past employment. Does make you wonder with the timing of both departures but bids PR on lockdown - gone the heady days of the JD JW tag team ramps!

Bcfclee27 - you could have to wait up until 30 June 2020. The more the wait the greater the chance of not so positive results as happened with the interims. You should expect an update to market way before this either by LinkedIn pre cocopops director musing or maybe even a formal RNS!

Hopeabound - I've worked in a PR agency and its standard practice to get 'independent research' or 'campaign effectiveness' papers written up by your mates aka the research company - it's the way it is! On separate note has anyone received any newsletter or developer api/sdk info from bidstack - I signed up a while back on the website but no response. I think comments from any proper Devs around here with insight/working knowledge using the bidstack integration into the game engines would be appreciated.

Not posted for a while but as you intrepid I've scaled back here - my timing was poor but those maxed out director sells hit me for six and had to offload - for a PR guy JD really didn't handle this well with poorly worded rns. Fully expect a rampy JW podcast as seen the telltale £10.01k buy! so get ready for a brief uplift traders. I've no opinion, now hold a more manageable size to overall pf so still hope it comes good but the red flags are there.

Firmly believe sellers will regret bailing today. JD has not broken any promises and been as direct as he can. Patience is needed - don't expect anything until end Q3 and ride the troughs in the meantime.

No interest from MM in buying anything here at present. Think they've been caught out a bit here as another poster mentioned. Could tick down a bit more for a nice top-up but don't expect to be able to get it out anytime soon - no appetite and no market.

Yes just to clarify the fundraise is my personal opinion. Unless JD is operating this on a shoestring £5m placing + £5m revenue + some other minor warrants won't go far. Not saying this is a bad thing as I've high regard for JD and sure it will be at least above 34.5p. I also believe some will fold on the first financials - they will of course look bad and may present a great top up opportunity. Hype, news and future potential is driving this as we all know so you might as well throw the financials in the bin this year! I'm reserving opinion on pubguard - sure the tech is great but the net asset value points to a technically insolvent company. The £300k would have covered the shareholder losses to date and now they can keep paying the salaries. Looks like a good deal for pubguard at the right time and hopefully bidstack. Re. JW podcast TBH if he's selling I'm buying! Understand why he's done it though as the momentum is not there as it was anymore. Also I think there's a lot of early placers that are sitting on massive paper profits and not flipped. It won't take a lot of jitters and they'll be cashing out. As JD alluded the placement price in retrospect was too low - given usual advice and probably bit naive (as anybody would being new to the AIM game). Point is the AIM machine has done well here so new investors caveat emptor! All this is my opinion!

Looks like JW has sold a decent chunk and making bearish signals about market capital. I believe LTHs will do well here but there's choppy waters ahead for the weak holders as the vultures are gathering looking for a nice entry point! One of the best prospects on AIM for sure and £70m MC will look cheap next year for those that don't fold on the dips and self doubt. Also think there will be a fundraise late Q3 for Q4 go time - that's what I'm reading into the interviews. Traders will trade. Of course DYOR!

I can buy £5k just under 38p now. I wonder what's going on here, someone trying to reduce exposure/offload?!

Parob where did you get that linked in message? Did you paste it here verbatim? It's not what I'm reading on the link.

16% of that 38p sell hoovered up today - could take a while to shift these so probably stuck at 40p level unless news drops. Wonder who sold late yesterday £23k - somebody got a heads up!

BOOM - well done holders who stuck with this. Still an absolute bargain at current mcap.

Beeb - done ok here already thanks so no regrets - got out on the high once the usual rampers came along. Think you're at the inflection point now though so too high risk for me. I'll be back in though one I see some tangible evidence that restaurant take up is starting to snowball.