Member Info for Early_Bird

Can see almighty bounce here on Vermelho update (likely)next week

Excellent posts.Love the link to WPP Bidstack has, WPP with revenues of £16billion for last year gives an idea of its influence. Global giant.

Gary Newman is a nice guy, I enjoy reading his posts but here he is trying to apply oil and gas and mining stock metrics to a first mover tech stock which offers frictionless global expansion. Sadly working for Shareprohets means he amongst the other writers there just write articles about popular stocks to get the clickbait.

SP doing the talking here. Genuinely think this is an AIM British tech star in the making.

been here since sub 10p saying the same thing...

Do yourselves a favour and don't respond esp to that header youre just falling in to their hands. Research is what this BB is for.

Another short video update from JW. More charting than content

https://youtu.be/6Odq0Cnougw

China, its clear that Kalaba was decent but not what theyre looking for in terms of scale so no point in throwing more money in to it when they have such a huge licence area in Zamsort with 10+ of potential targets.

Yes they should have arguably carried out the Airbourne Geophysical survey before drilling rather than going of Anglo's historic targets but Kalaba will be used as feed stock of the mining plant all the same.

Lessons learnt, move on and im looking forward to hearing more on Cheyeza, they have been working very hard behind the scenes here with infill drilling so im sure we will hear more on this target next week.

NvS Stated in the last Investor Conference call that he is looking for lowest end sale value of $10 per ounce on CASA and $3-5 per ounce on Sturec.

That a combined value of $35m for the Gold assets which is double the current market cap alone.

Funded at 3p from large family office.

Drilling in Zamsort about to kick off, potentially world class sized copper asset so a lot of anticipation will build ahead of results. If theyre good then itll be new all time highs.

Great opportunity to add IMO

Stonking opportuntiy to buy at the inflexion point

Candy Crush
Spotify
Sega
WPP
Trade Desk
Verizon Oath (Yahoo/AOL)

All signing on to be a part of this story...I wonder who will be next...

Have to ask yourself why the "whos who" of the gaming and digital advertising world are getting involved here when only incentivised by options where they only make money if SP does well. They know where the industry is headed, they know Bidstacks positioning is right in the sweet spot, perhaps?

Who will be next to the board I wonder... James seems excited in the latest interview :)

https://www.forbes.com/sites/kenrapoza/2019/05/29/global-esports-popularity-give-gamer-companies-reason-to-be-bullish/#439fb8591bde

https://mobiledevmemo.com/how-large-is-the-mobile-gaming-advertising-market/

As an example. Huge revenues

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..

See this about loot boxes also:

https://twitter.com/bidstack/status/1131881286660972550

thats the whole USP for Bidstack being "In game native" adverts .. in FM you see ads same as if you were in a football stadium. So it adds to the real life feel to the game. It would like naff if you didn’t have billboards around the pitch…but that’s besides the point.

Its the "buy now click here" type adverts that tend to annoy gamers the most but as you correctly point out the streaming model puts emphasis on either pay a monthly subscription OR play free and watch adverts. This is why this is so significant to Bidstacks proposition. Currently most games where one upfront payement, there are no adverts, soon all games publishers will have to think about including space for adverts as this streaming model is the way the market is heading – they wont have a choice!

Also worth noting that in free to play mobile gaming (which has exploded) most choose to opt to watch the adverts and play for free…. Do you see now here this is headed? Opens up the industry to huge markets like India also where poorer wil have access to games.
Even I’m not a gamer per say but I can see with this new model im likely to download a streaming app on my TV and away I go..no hassle, no cost. I wouldn’t choose to pay a monthly subscription I would just to have it free but with native adverts.

$150billion for the gaming market is projected for this year alone. Compare that to $20billion for the music industry and $40billion for film.

When the "streaming shift" occurs to effectively "Spotify" the Market. James tsays on record this shift could well double the whole industry very quickly as the reach and the global accessibility to games increases hugely (See my unicorn post)…

Bidstack are pioneering a whole new advertising category, setting the rules down for this huge growing global market and its all falling in to their hands perfectly… why do you think they’ve hired the calibre of guys that they have? They see where the market is headed and the huge opportunity here.

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

Good old 100 bagger

32.4p the next marker:

https://twitter.com/confluencetradr/status/1133675704502108160

Listen to the interviews (I posted the links check back through my posts). He said theyre already getting repeat bookings and the level of "inbound interest" theyre getting not only from AAA games publishers but also on the demands side from big names, global names, "international pots of cash" is very "heartening".

Theyre not going to be signing the calibre of guys they have been if this wasnt going to be a force to be reckoned with.

They are creating / trailblazing a totally new ad category with in game native. First mover in a market that looks all to be falling in to their direction. Right time, right place, right team,

@rapidDave_uk

@marketgem

Good post in the group from Rapid Dave this morning:

"Many game related companies attract extremely high valuations even when loss making

The Trade Desks of this world in the advertising space attract even higher valuations

Bidstack spans the two and is in a position to become cash flow positive as early as this year. Which, if you consider the company had a standing start last year... ~13/14 months to become cash generative is staggering and should put the current valuation in perspective with other companies mentioned

The reason Trade Desk trades at ~90+ forward earnings is the year on year growth

Bidstack is in hyper growth mode, with revenue growth forecast for ~1800% this year alone and that's before the company has even got started

Fast forward.. let's see where the bids valuation is in 3, 6, 12, 18 months time"

looking so strong!

Focus on the company and the research :)