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I think ive finally put in to context within my own mind what is just so special about Bidstack a once in a lifetime opportunity.

Its perfectly positions to capitalise in two huge seismic shifts on both the “supply” and “demand” sides of the huge growing $180billion ecosystem in which it sits.

Supply Side:

is the gaming side where this is about to undergo a shift in to the “Spotify” streaming model. This has a monumental impact on Bidstacks proposition for two reasons:

First being that it will open up Gaming to multiple times the end users. People will be able to play high fidelity games from any device no longer having to own a £400 console or £2k gaming PC. You will soon be able to stream games directly from a TV screen with little to no processing power as the computing will be done in the cloud. Infrastructre already in place here, everyone has a TV in their front room already. Add in India, China and poorer markets, this will unlock gaming to these arguably much larger markets than US/Europe as well.
Add in to that secondary viewer audiences that cloud gaming enables, even if you are watching a game on youtube the live adds in that video will be able to change in real time to suit that viewer also. Ad impressions in an already collasal growing market could go up as much as 300x.

Second (and arguably biggest) reason for why this shift to gaming steaming is so game changing for where Bidstack is placed right now is that the whole business model around streaming places huge revenue emphasis on advertising. Whereas before the traditional model was just an upfront payment for the game (and that’s it), the streaming model requires monthly payments and primarily advertising to monetise it. Well in walks Bidstack as a first mover in game native.. phenomenal opportunity. (yes mobile free to play gaming already uses this model)

Demand side:

Is the side where the pot of cash sits, businesses with huge budgets for advertising, these usually go through advertising firms. This industry has also undergone / undergoing a seismic shift away from the traditional CPM model towards a Programmatic measurable metric where the buyers want every advert tracked right down to the demographic and where the advert was seen. This is something that traditional TV or Media cannot achieve and why these are dying businesses. Who would want to spend huge pots of cash where the ad impressions are not confirmed? Google on the other hand second largest in the world with $70billion in revenues primarily all through advertising, this is because their add impressions can be confirmed and this is what buyers want.

Bidstack are developing their technology to allow the “huge pots of cash” to independently verify their ad impressions. This is so powerful and unlocks the huge upside to Bidstack – no one else in their domain (in game native) is doing it yet.

Can we see what this is yet?? .. (Unicorn)

Chart is ready too

From JW, BIDS gets a mention https://www.youtube.com/watch?v=zG_xZ0RxUMY

Ian Hetherington:

This guy was Managing Director at Sony Gaming for 13 years. He basically created the Sony PlayStation.

He has created >£500m of exits and most recently founded WRLD3D, a 3D mapping platform facilitating the efficient creation of virtual worlds. He also sits on the Advisory Board of the British Games Institute.

Good article here: “His still going From Lemmings to Wipeout: how Ian Hetherington incubated gaming success”

https://www.polygon.com/features/2017/7/12/15924520/from-lemmings-to-wipeout-how-ian-hetherington-incubated-gaming-success

Some of what he is doing now.. (nuts!):

https://minutehack.com/interviews/we-made-a-grand-theft-auto-for-the-real-world

Jon Epstein:

This guy in a multi-millionaire and serial entrepreneur and is already working on something that could make him a billionaire, why join Bidstack?

Listen to Jon Epstein's interview (2 years old).
https://soundcloud.com/nathan-latka/666-sentient-100m-raised-a-b

Nav Sunner:

Nav is a highly experienced lawyer, business development and business relationships expert immersed in the video games industry.
CEO & Founder of Navator: "Navatron is a business development and legal consultancy for the games industry. It's objective is simple: to take care of the business and legal stuff so that others can get on with creating or distributing amazing content." - Bit of a perfect fit for Bidstack
Nav is also currently a director of an esports company

Ex Commercial Director at Microsoft
Ex Head of Legal at Codemasters

James Comments:

"We have been talking to Ian Hetherington for some time and are pleased that he has now come on board. He truly is a legend in UK games development and a key figure in the history of the Sony PlayStation.

"We believe Jon Epstein's experience will be of great value to us particularly following his time as CEO of Double Fusion, an in-game advertising business in the pre-programmatic world which was ahead of its time and fell victim to the 2009 recession.

"Nav is a force of nature in the world of video games and has already provided Bidstack with great contacts and legal advice.

"With these appointments, I think our Advisory Committee, with its unrivalled experience and relationships in both the video game and adtech communities, is complete for the time being. We are now working hard, with the help of our Advisory Committee, to ensure that we maximise the near term opportunities available in the coming months, which could be truly industry defining, given the expected launch of major cloud-gaming services later this year."

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=BIDS&ArticleCode=qc1lse5a&ArticleHeadline=Appointments_to_Advisory_Board

https://twitter.com/ArmadaleCapital/status/1135269860001374208

I get the feeling shorters are going to burn tomorrow ;)

BIDS is a growth velocity story and as such should be valued on future potential and progress made in a space of time

The revenue forecast for FY 2018 was from £0 - £300k

The revenue growth forecast for this year is from £300k to £5.85m

This year's forecast gives a revenue growth velocity of ~1800% which includes monthly break even around October

Market expectations for growth and revenue were stated at the time of the RTO, before any of the cloud game streaming announcements were made, notably from Google Stadia

Game Streaming services, which aim to "Spotify" / revolutionise the games industry, have resulted in significant additional opportunities for the company as the Spotify model relies heavily on advertising to create a free to use service from which it creates a critical mass for a premium subscription service

Monetisation of the Secondary Audience is a very interesting avenue of pursuit as a single game player with an audience of 100 or 1000 or 10,000 viewers on YouTube or Twitch can potentially increase the number of impressions by 100x, 1000x or 10,000x

The company have met targets thus far and have remained confident of meeting this year's target and it’s easy to see how.

The 2018 number of £317k revenue was generated in ~2.5 months last year, to 31st December. The majority of the 2018 revenue came from a single title Football Manager 2019 that launched in November (FM18, had been live testing from June). This was achieved with a brand new new sales team, via direct to brand channels only.

In 2019 there are 3 titles live (including a AAA title, Dirt Rally 2.0) and another AAA title to come online in September (Grid) along with 2 live DSPs (automatic sales) and being on the cusp of integration with the likes of $billion global DSPs like Trade Desk.

Not to mention the sales team is significantly more developed sales team and Lewis Sherlock heading it all up. Lewis has significant access to Xaxis and WPP besides others like Verizon, AOL

In my view the people the company has attracted alone justify the valuation on their own, backing such an idea with effectively limitless potential. If this were a private company with this team the company would likely be valued today in the hundreds of millions. They don't need the money, they are here because individually in their own careers they have achieved the successes in their respective industries that Bidstack is aiming for in Gaming and Advertising. They clearly can see how they fit in and how to make it happen by working with Bidstack and opening the right doors at the right times

Fantastic article thanks for sharing

Guys please stop responding to him.. lets keep this group to research and Bidstack not feeding the troll under the bridge.

You can find me on twitter was all . Good group there, lots of research from top investors. :)

Out enjoying the sunshine atm but James answers your question here to an extent:

12mins in:

https://audioboom.com/posts/7253783-bidstack-live-company-group-and-phoenix-global-mining

"Options based at a price where every single investor would be happy with"

So my guess is around 20p options. With options they still have to buy the shares at the option price. So if the SP in a year is say £1 then they would make 500% paper profit when they chose to exercise them (assuming 20p option). They arent on salaries so there isnt any cash burn which is great yet they are incentivised to make this work. Say they each had £500k of options at 20p, if they exercise them they could make £2m paper profit if SP went to £1 for example.

Given James holds 16% of the company he is also extremely aligned with us to make this work from SP perspective. He is structuring this board so they maximise SH returns for as little cash burn as possible.. he isnt going to give them loads of free options and dilute himself (and us) for example.

No point guessing tbh. Monday will come and go, there is so much news here that could land the next two months and with each piece of the jigsaw the noise and momentum will build. You wait until national outlets like the FT cover this story, this stock offers best story on AIM. Still extremely under the radar. The fall out from E3 in 10 days time will be fascinating.

Lets see where we are July/August.

If you have a spare 90mins.

https://twitter.com/Martin_AIM_77/status/1134825719136210945

Introducing The Team:

Spotify

SEGA

Sony / PlayStation

Microsoft

Psygnosis (Lemmings; Wipeout)

AOL

Version Media

WPP (largest advertiser in the world)

Trade Desk (largest DSP in the world)

Activision Blizzard

Disney

Candy Crush

£6m in bank (enough indefintately), projected cashflow B/E October, 1800% rev growth forecast 2019

E3 in 11 days time, this lot going there to represent Bidstack….. I quote:

"We are now working hard, with the help of our Advisory Committee, to ensure that we maximise the near term opportunities available in the coming months, which could be truly industry defining, given the expected launch of major cloud-gaming services later this year.""

"Maximise near term opportunities available" which could be "truly industry defining"

Unicorn.

Made me chuckle

https://twitter.com/rangerphils/status/1134497421764026368

Pleasure mate.

Blimey, we now have this guy on board: https://www.polygon.com/features/2017/7/12/15924520/from-lemmings-to-wipeout-how-ian-hetherington-incubated-gaming-success

Creator of my favourite ever game! Insane how stacked this team is.

This stock is screaming for a nice double page FT article spread ;) Most exciting listed company on AIM.

just had a few pints and come back to find a nice red flashing dot! hahah

Absolutely.Incredible. Going to enjoy researching these new additions over the weekend. They are all absolutely top draw.

What a company. What a share to be invested in.

Cant defy logic forever. Distressed seller is providing opportunity here.. looks like chunky buyers starting to take them out.

Good buying coming in now, I have a few more to add... all the weak have left the building just in time for the exciting drilling phase :)

Conference call on Wednesday im sure they have exciting things to share. Of course likely to expect an RNS on or before then also.

Spot on. Just report the posts that are inaccurate libelleous trying to post incorrect information and pass it as fact. Trolling should not be tolerated.