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I think the next TU will be kind of irrelevant. The TU in the 2nd half of 22 is where it’s at imo.
They have told us it’s below projections so shouldn’t be a surprise when it is. I suppose the interesting parts are how far they missed it by and what their current burn rate is. It will be worth a read to make sure there is nothing alarming but I think by and large it will be pretty uneventful and as expected.
Helx is paid to disparage BIDS and Girdz and I rarely see eye to eye so not sure why you think we do.
However it doesn’t detract from the fact that your post gives a skewed narrative whether you intended to or not is another matter and for people to decide for themselves.
Just because you caveat your narrative with a “don’t trust anyone” it doesn’t absolve you of any moral obligation to provide pertinent facts.
I agree Jab there is good meaningful progress being made now and that is all I have ever asked for. Deals being closed and revenue generated. They need to keep their foot on the gas and accelerate now.
The reseller agreement, leveraging a significant sales force will help with the demand side of the equation so BIDS can focus on supply side.
Actually my analogy is pretty nailed on…
Are you saying more information couldn’t have been provided to give a fuller picture of the history of the SP / Valuation to a newcomer?
He’s right you know… it’s like bragging to your mates that you lifted a 200kg barbell at the gym. Without telling them that you emptied out the sand first…
I agree that BIDS are a junior partner but a specialist none the less. There is a minimum spend commitment in place but if the exclusivity was bidirectional then it could well mean we will see a sizeable ramp up in Y2 of this deal.
The positive is that there is a minimum spend commitment. The margins will likely be baked into that deal.
The negatives are that it limits the number of routes to market. Which is an obvious limitation to an exclusivity deal. I wonder if the exclusivity deal is bidirectional. Meaning they will exclusively use Bidstack for their IGA. Does anyone have any insight on this?
Hmm it’s a double edge sword to be honest. There are pros and cons either way.
Not a fan of the exclusivity to be honest but understand the benefits of why it was is is attractive.
Sorry I’ve been busy with work of late haven’t kept up to speed. I’ll try dig it out. Thanks mate.
Girdz where did you pull this quote from?
“will give Azerion's SSP and sales teams exclusive access to all of Bidstack's advertising formats and will see the company become Bidstack's sole external reseller.”
I’m interested in the context surrounding it and wish to read the full publication.
If it is as you say then that is quite significant…
Honestly, I just can’t see the Metaverse as described by Zuckerberg taking off on the scale they think it will.
I mean it is the epitome of the privileged, “let’s design a system where we can put some special glasses on and some expensive computer can project augmented reality to cover up the plebs and impoverished.”
It’s simply a facade to cover up the vast wealth gap… their answer is “they will stop whining about not having a nice house we can make it look like a nice house while we advertise to them…”
The information you are requesting is available directly from the source… there must be some confusion this is a discussion board not a spoon feeding service.
That’s not really a prediction since they told us in an end previously that the revenue is lower than the target…
It’s about as impressive as me predicting that the sun rose this morning and that the sun has just set.
I would imagine a date around mid feb. Last year there was significant pressure to update the market so they did it early. This year people are a little more relaxed so assume the schedule will revert to mid February.
Haha normally I find you really annoying but that actually made me laugh. :D
Jeez… get a grip. T’was but a friendly jibe… hang around for a few more hours and you will see things get really Hewitt when Drinky and the brain wake up.
The Americans are buying this at 70p…
What are you talking about? we are both referring to the state of the bulletin board not the board of directors? But since you have brought up the subject…
Let’s be absolutely clear here, James Draper is no angel, the sun doesn’t shine out of his ring piece and his behaviour in general over the last three years has been appalling.
Am I calling for his resignation like Girdz and many others? No absolutely not. I would rather have him onside than not.
Let’s not be disillusioned, everything will be alright for us as long as it’s alright for James Draper first. This isn’t a reason to sell, it’s not a reason not to buy but it is a reason to scrutinise everything closely and not take everything at face value.
Im intrigued as well. Why only one very on good and three on bad? Is this supposed to highlight that There is a negative bias towards today if so I would be keen to know what your reasoning is behind this?
I agree with Girdz (about the state of the board anyway). I’m pro BIDS but don’t trust JD as far as I can throw him. I stated one fact and on comes a tirade of abuse from some tail end who cannot even be bothered to read my actual gripe.
Wouldn’t shock me if he wasn’t paid to tug JD off never mind as a valiant defender of his character.
I think that’s where our differences end tho Girdz because like it or not this company has legs, it’s a great opportunity and if there was one slippery conniving weasel that can schmooze his way through to profitability it’s probably James “Teflon Shoulders” Draper.