Member Info for Girdz

I am just quoting the numbers I found.

You are definitely the same poster as hazl on advfn jab.

You cut aNd paste old articles to interrupt discussions.

I’ve just looked at the quarterly figures at june for applovin

(USD) Jun 2021 Y/Y
Revenue 668.81M
Net income 14.42M
Diluted EPS 0.04
Net profit margin 2.16%

Just over 2% margin.
Shows how competitive the market is.
That said if this is fully automated, with no intervention, you probably can’t expect to earn much more.

Where have you send River Island?

All the banner ads that continuously changed on PDC are served by applovin. Click on the little arrow and you will see.

Where ever you see “broken grounds” on PDC is where Bidstack will be serving ads

“Nice one Jabber keep the posts coming”

Or just go and read the website or rns’s jab cuts and pasted from.

He doesn’t post anything new.

Jab is very much like hazl on advfn. I suspect same person

“From 26 May 2022”

Wow that’s some serious can kicking down the road.

Trueinvest - that does sound exciting.

Will be keeping my eye on the games I have to see if this transpires as you put it below.

Really Jab. Do you even believe the ****e that comes out of your mouth. Think you are being a bit naive.

How can you say they were always playing the long games when in 2019 their mantra was “3 years in 1”

I think you will find that plan A has failed (AAA games) and now they had to go with plan B (mobile games)

The easy quick buck is mobile games and perhaps they should have taken this low hanging fruit 2 years ago rather than taken the arrogant approach of “we only work with AAA games”

Any ways we are where we are so let’s see what the next 6/7 weeks brings.
Expect to see ads from next week

Blimey Jab. What’s the problem? All Roley has done has mentioned the Adverty honorable mention for their in game menu.

What’s the problem with that?
Is it the fact you thought this was unique when Bids first announced?
Perhaps it’s the realisation that Bids arent the only player in this IGA market.
Or, is it the “trailblazers”, “1st to the market” are now playing catch up.

So defensive

Multiple accounts nothing to do with me drinky.
What ever I say on here I would say to some ones face.
I am not gutless!!

After years of sitting in my bottom drawer this looks to be getting exciting again.

Would appreciate any one going tonight to feed back any snippets of information.

As for those critiquing “management”, Adonis is doing a much better job than Larry ever did.

plenty going on here to turn this company around

Sense talk - at present (I believe) each campaign we have been seeing is a private market place deal.

I am no marketing expert but imagine the campaign will be quoted based on anticipated impressions.
Of that quoted price everyone in the distribution chain, eg publishers, agencies etc, will take their cut leaving Bidstack with their margin.
So at present Bidstack will know what they are earning when they price up the campaign as it will be fixed from the outset.
With this fee structure Bidstack can compromise their margins to get the revenues through the door.
That’s what we need to look for at the trading update.

With regard to ads on open market. I suspect Bidstack will be paid per impression. That makes sense.

Obviously Head of PR Bottomz May be able to confirm, or even Helx2 might give you a less facetious response.

£4mil with at least 20% margin retained I would say.
Give up margin for revenue (10% last year) then I think this creates more questions than answers.

Bidstack must have been working on this for a while.
Can’t have juts been a quick decision to go down this route. Perhaps they saw success else where with menu ads

When did the Stifel revise the ye down from £8mil to £4mil?

Agree Sogmala definitely space for more than one

That said I would have thought some would start to fail whilst others kick on.

And, for Luke, drinky, Bottomz, helx 2 - I am NOT implying that will be Bidstack!!

“Better to have 1% of the top games”

But Bidstack do not have this.

Stating the obvious but that’s 10x the amount of games Bidstack have, and it’s not like Bidstack can say they have superior games.
A few “aaa” games and rest are mobile.

This is probably due to Bidstack having to take plan b (mobile games) late on when the plan was aaa games

Just noticed the below.
Bidstack getting blown away at the minute then

“Over 300 global games and thousands of advertisers currently use Admix's end-to-end platform.”

Noted cheers Eazy.

I got a response today from Walbrook and they just referred me back to 15th September RNS.
Really useful thanks walbrooke

eazy - that picture on Twitter looks fake.
I reckon Terry has made this on his computer