RE: New interview on Proactive26 Oct 2021 00:34
tred, good luck with your endless trawling looking for clues, I haven`t got time for all that. I prefer to read the progress in the RNS`s and standing back looking at the big picture.
As I see it, in-game advertising is now growing at a rate of knots, in an industry thats been growing at a rate of knots for years, and Bidstack have a plethora of intelligent experienced individuals on board, in one way or another, to help, guide and advise on the right path to navigate towards the end goal of frictionless scalability with an automated programmatic network.
At this point in the journey, with the latest developments since the placing, I am more than happy to hold long term, as well as adding some at the placing price.
I don`t need to have JD announcing how much money will be made by this new format RNS today, because I think it must be nigh on impossible to guess. How the hell can anyone calculate how many views a particular ad on any new mobile game or app is going to get in the coming weeks or months?... its too spontaneous to be able to forward count!
The exponential revenue increases over the interims and final results over the last couple of years tells me that this is heading in the right direction, if it had been flat or marginally higher over time I would probably have cut to a minor holding for interest purposes by now, but it hasn`t, its growing at a decent rate.
After todays announcement I`m starting to wonder if the y/e rev expectations could be beaten, like they were last year.
Did this years amended brokers note take this new format in to consideration?
And if they did, how could they have possibly put a valuation on it for the reasons stated above.
That amended note is over 6 months old.
Very wide guesstimation parameters on income now with Bidstack, and I don`t think even they could put a number on it to within £500k or so by the year end with this new development.
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