Member Info for bonga

Interesting that the stats showing Adverty on top were only for IOS and Android. I wonder what the totals across all platforms would show? Agree though that Bids is pulling in some top brand names as well as being in some top games. All of which makes the VP and profitability higher.

To all the naysayers here, read this: https://business.yougov.com/content/7999-global-gaming-report-2023
It gives a bit of insight into just how absolutely massive this market is for Bids. Whatever the figures that come out this year, they will have barely scratched the surface. It seems to me they need more sales people.
GLA

Well I don't know who all the mugs are that are selling today but I've taken good advantage. I don't see how all theses shares are being dumped for what must be a loss when this is going to fly soon.
GLA who are left.

There certainly looks to be good strategic fit and Bidstack's sales team could take the Miri offer to new heights. Anyone have anything solid on this potential deal or is it just a wishful rumour here?

Takeover in action. The IP is still worth something.

https://www.pocketgamer.biz/mga2023/vote/best-advertising-and-ua-service/

https://www.linkedin.com/posts/bidstack_ingameadvertising-mobilegameawards-awards-activity-7045008149082198016-cVPC?utm_source=share&utm_medium=member_desktop

Someone is mopping up millions of shares here. Expect another TR1 by the end of the week.

It’s pretty clear to me where it’s going - onwards and upwards.

Well that gives an aura of optimism.
BTW, what's supposed to happening on 4th March - a Saturday? Is there a party someone's not invited me to?

A fair analysis. As someone that advises (mostly) tech start-ups, this is an exciting prospect that has, as we say in the trade, legs. The frustrating aspect of UK tech start-ups is that often, complete rubbish manages to get fantastical valuations whilst the ones with legs, often the harder to understand or seemingly less interesting, struggle. If this was the US, SYME's share price would be through the roof by now. Hold on tight and be patient is all I can say.

One presumes they will be moving office as well. Being in the City is far better than out ion East London in what is a very start-up oriented space. They need to be where the money is so this could be indicative of more exciting news to come.

Interesting that my top up this morning is showing as a sell. This means it's extremely difficult to gauge where this is going. Hopefully a long way north. Setting aside the Azerion issue which I suspect will be resolved very soon out of court as Azerion's suffering even more than Bidstack, the shares are fantastically undervalued. The only question is when will the share price begin to reflect the company's true value; not if?

Agreed. It’s a tiny raise in the grand scheme of things. I’ve single founder startups raising more than this with nothing to show. Interest from household brands sounds interesting.

The good news is, there’s no bad news. We know what’s in the pipeline and the board reshuffle suggests preparations for something very big.
The bad news is the share price. Irdeto have been building a position and who else is/will in the next few days. My guess is a number of big players taking advantage of PIs that are frustrated and cutting their losses because they’re too impatient to hold. The share price bears no relation to the prospects here so someone is going to end up with Bidstack dirt cheap at the expense of PIs and then probably sell it on for a fast buck.
I won’t be tempted to bail out now as there is still a possibility of a bidding war for Bids just around the corner.
GLA

https://www.fxexplained.co.uk/forex-articles/business/bidstack-shares-a-prime-beneficiary-of-the-microsoft-activision-separation/

That someone so playing us for fools. A couple of small sells. Lots of buys, yet the price is down. This should be on the opening price or higher, not down. Indeed, it's well below market value and considering future cash flows should be at least four times this price so anyone with some spare cash should be piling in. Someone, as I suggest is playing games here.

This seems to be being held back. Actual sell price on HL is 3.705, considerably higher than the stated price. The 3.5-3.85 margin being quoted is absolute nonsense. Considering the volumes of buys vs sells both today and yesterday and the way, the price falls at the touch of a sell, this should be north of 4p by now. Someone is holding back the price for a reason. The market is having no say here.

An interesting bout of interest prompted by the potential with PlayStation.
An absolute hold now on the basis that this is unlikely to be less than 10p within a couple of weeks either way of the turn of the year. The, quite possibly a bidding war with a sellout between 30-50p. Potential contenders:
PlayStation or EA - may be in contention but would a poacher turned game keeper scenario work?
Microsoft - strong competition in both enterprise sales and cloud services, especially from AWS means a new revenue stream of this potential could put Bidstack on their radar.
Alphabet - Google Ads likely to suffer for recessionary reasons, especially amongst small businesses who make up 95% plus of revenues. Bidstack could be an attractive proposition.
Meta - Again, FB ads suffering for both recessionary reasons and trust reasons. A new, massive revenue stream would not hurt.
Private buy out by a hedge or similar fund - Bidstack would be an attractive proposition for a private buy out ready for a refloat on the main market when revenues are really scaling.
I am sure there are many other scenarios but I would not be surprised if there were a bidding war between two or more of the above early in the New Year.

https://www.indiantelevision.com/mam/pr-communication/adscholars-enters-strategic-partnership-withbidstack-in-india-221118