Member Info for Early_Bird

In there in black and white! little help for you.... looking at accounts that are 6 months out of date. Clearly showing how inept you actually are.

This is in black and white "On completion of the Placing and after the expenses of the issue the Company is expected to have unaudited available cash in excess of £6 million."

The resident troll showing how little they have actually researched

Mr Welschinger was Head of Commodities Sales in Europe for Deutsche Bank & previously an Executive Director in the Fixed Income and Commodities division of Morgan Stanley in London

Interesting appointment... ducks been lined up in the quiet period? Newsflow about to start.

https://www.entrepreneur.com/article/334535

worth digesting yesterdays RNS. Big near term catalysts.

Chinese Off take talks
Resource upgrade
Accelerated commercialization

Direct neighbouring peers values 3-6 times higher.

NPV $350m

1.2 year payback

£4.5m cap

Got some more orders coming in here.

https://twitter.com/VoxPodcast/status/1133709279322628098

John Meyer mention after 0:50min about a Zambia private company striking a deal on a large sum of money?

Thoughts?

Will Kassoy:
3x creator of $billion games franchise (Call of Duty, Guitar hero, Tony Hawk Pro Skater)
Ex CEO of AdColony which he led from pre-revenue to its eventual US$350 million sale to Opera Limited in 2014
Ex Disney
Ex Activision

Lewis Sherlock:
Verizon Media - Head of Demand Platforms (DSP), EMEA at Oath
AOL - Head of Enterprise Strategy
Adap.tv - Senior Director, EMEA (acquired by AOL 2013, $405m)
WPP - GroupM - Xaxis - Director, Account Management and Planning, UK
WPP - Media Innovation Group (MIG) - Head of Agency - UK

Mike Hayes:
Ex CEO of Sega, successfully turned around the business into a success

Pete Beeney:
Global Holding Company Lead at Spotify. He manages the WPP account.

Joel Livesey:
Director of Partnerships, EMEA at The Trade Desk, Inc.
Moritz Natalini:
Manager at King gaming who make Candy Crush, $5.9billion exit to Activision Blizzard
Media Product Manager at Activision Blizzard

Notice the two high level links to WPP which is the largest advertising company in the world.

Notice the high level link to Trade Desk which is the largest DSP in the world.

Notice high level experience from Spotify – the model the gaming industry is adopting.

Notice ex CEO of SEGA – Gaming giant.

Notice creator of 3 separate $billion games franchises.

Notice the start up experience these guys have from taking start up to hundreds of millions to billion dollar exits within short time frames.

James is doing a momentous job at cornering the “whos who” of the whole market from both supply and demand sides. You have to be a fool to bet against this bunch.. and it sounds like there could be more heavy hitters joining too! (the advisory board not on salaries only incentivised by SP though options james says "every single bidstack shoreholder would be very happy at the price")

Whats is most likely is once Bidstack have worked through all the intricacies and got their proposition fully live on global DSPs like Trade desk then id say its very likely they get taken out by a larger player.

Youll notice in the latest Podcast end of May, James states they are looking forward to gaining "more control" on their desinty and they will be releasing news on this soon im guessing. This got me intrigued. I love how James very confidently states they have a clear road map laid out to becoming the largest advertiser in the Global Video Games market by any metric (revenue or impression numbers) by the end of 2021. That is significant! That's multi billion$ Mcap if they achieve it...

They are certainly building the right sort of team around them to achieve this aim.

listen here 18mins in, this Q is answered:

https://audioboom.com/posts/7200831-bidstack-ceo-cto-plus-mining-analyst-john-meyer

I strong recommend listening to all the CEO interviews from start to finish and a few times as a lot to digest.

Others you'll see I posted earlier today at 16:44. They are all Must listens.

Next week:

https://twitter.com/bidstack/status/1134147968318283777

https://www.iab.com/

Advertising is such huge business.. Google make 90% of all their revenues from advertising. $70billion. Same with facebook. Spotifying gaming is basically moving social media towards virtual worlds and Bidstack perfectly positioned for that.

Its crazy isnt it! Seriously huge market and can you imagine how the reach and penetration will go through the roof with the streaming model shift.

Free to download app to your TV to play high fidelity games... all computing done in cloud. Streaming model means eother pay monthly or free and watch adverts. Adverts will have to be in game native given the way the govt is loolong at banning loot box type im game revenue. Then Bidstack is the pioneer market leader for this advertising category.

Beauty is the DSPs do the leg work on the demand side and the expansion is frictionless on supply side where anyone can just download a streaming app like Stadia and away they go.

So exciting.. compare to a traditional mining or oil and gas valuation where huge capex is required via debt and dilution to get it off the ground and then there is really a huge ceiling to future growth and potentjal.

Here global distribution of adverts can occur instantaneously, you cant even distribute water that efficiently! And you need water to live

Just let the CEO do the talking ;)

Interview with CEO March:

From beginning:

https://audioboom.com/posts/7200831-bidstack-ceo-cto-plus-mining-analyst-john-meyer

Interview with CEO beginning May:

From beginning:

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

Interview with CEO End of May:

https://audioboom.com/posts/7269357-bidstack-rockfire-resources-glen-goodman-on-crypto-and-chris-bailey-on-6-companies-with-news-out

Nice consolidation, RSI cooling off ready for the next week. Going to be fun with E3 coming up.. ;)

People say the same about Uber or Twitter...

A little bit of homework for you Nickel Investor.. research Trade Desk, its earnings and valuation?

The point here is Bidstack are pioneering a new advertising category in a huge growing global market thats about to shift to Streaming which will then mean advertising is required. Bidstack are the go to advertiser for in game native..

You can say if they plan on being the largest media owner in the global video games market by any metric (revenues or impressions) by the end of 2021 then thats a large proportion of a hundreds of billions of $ market...

The expansion is frictionless. Absolute one off opportunity to get in a young tech star like this at such an early stage.

remind your self that Bidstack are the market leader in live targeted in game native adverts... think about the size of the industry (huge /growing/ global) and how frictionless its expansion is.. Bidstack are setting the rules as they go here as they're way ahead of competitors...it really is significant if you digest it.

Huge huge money in advertising, here Bidstack are creating a new category that is quite likely to be adopted as a go to revenue generator for the streaming model..

Think about that.. revenues in this industry are in the hundreds of billions, $40billion console alone. Bidstack as the go to advertiser, globally..by end of 2021.

sigh

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)

Why engage? Rapid-Dave has answered the question.

Best story AIM has ever seen in my humble opinion.

You wait for the next few updates. Excitement in James voice is there for a big reason