Member Info for HivedOff

I find it hard to believe that there is not something going on behind the scenes that is most likely covered by an NDA, explaining why all is being hushed up at the moment and JDs complete absence.
Let us also not forget that as the shareprice falls it may be true that any raise would create a great deal more dilution, but it also becomes much more attractive to investors, whereby they can get hold of a decent chunk of the business for not a lot of money. The business is the business, the SP determines how attractive the investment is.

Thank you hopeabound,
Interesting to see Francesco Petruzzelli commenting on in game advertsing, I must say his demeanor was not of a man whose business was about to go down the plughole. I felt it was comfortably reassuring to see a senior member of Bidstack's personel getting actively involved in this conversation. Clearly there is still big potential here.

Draper's silence is the biggest worry for me. A man who can't keep his mouth shut when there is even a hint of good news; 20x; very comfortable; 'upto 10 mil; triple A games etc. etc. now has abo****ely nothing to say. An indication that he has learnt his lesson or the stark reality that there is absolutely nothing to report, not even a hint...I fear the latter.

You lot are worrying me....

helx said there would be a fund raise in April...three month we are still waiting. helx says lots of things in the vain hope that some of them might come right.

you could do crytpolife, but it isn't at 3p and never get to 3p, in which case you wont have the opportunity, any other irrelevant questions?

I try to take a balanced view on this, but there are a lot of negative assumptions being made here.
Bidstack’s reach is global, how do we know no new ads are being placed, just because we haven’t seen any here? The takeover of Codemasters is just as likely to open doors as to close them. Half way through June and no fund raise has to be an indication that income is better than anyone here predicted. Businesses don’t run on hot air, and many of you seem to have carefully worked out the burn rate, so explain that...onward recruitment, new strategic advisor...just maybe things are a lot better than you might believe, or in some cases hope might be the case!

Not sure who the one here dreaming is, 4 to 1 buys to sells, something brewing...

That’s what you said 6 months ago and you were wrong then, why would it be any different this time?

We are now well into June and no fund raise. Presumably if we get to the end of June, i.e. half way through the year and there is still no fund raise then that has to be a very good sign, in as much as revenue must be considerably higher than a lot of posters on this board had predicted. Presumably everyone would agree with that? (there is no shame in admitting you were wrong helx)

Presumably something has to be going on...69 staff can't all be walking around with their hands in their pockets. It really is a shocker that we have heard nothing for so long. I am beginning to hope that there are negotiations for a buy out and we at least get something from this...day after day of silence, it is getting really frustrating, and no one say that we haven't been patient.

Brilliant analogy R1111-11-11, you are right helx is prepared to go down with the ship...there’s only one explanation...helx must be JD! We’ve found him, and there he was all the time hiding in plain sight!

...from what you are saying helx i think we are in agreement...you have been banging on about a 'fund raise' since March, exactly what I said. 'Eventually' as Manuel might say we might get one, but in terms of timing you are nearly always wrong. You predicted 4p indeed, but also 3p and 2p. Chaos theory might determine that if you make enough predictions you will get some of them right some of the time, that does not make you the Messiah in my book

It may not be a concidence that there has been complete silence, it may well be that big thinks are going on behind the scenes.
Incidently clark777, '2nd half weighted revenue' only tells you just that, it gives you no indication as the magnitude of either first or second half revenue, simply that that there will be more in the 2nd half than the first! Everything else is pure speculation.

Helx has been saying that every month since March LOL! Lets be honest none of us have a clue how much cash they have, or how much income, all we do now know is that it is clearly a lot better than most thought!

I only got 25%, they took 100% of the money about a week ago, then refunded the difference only yesterday!

Quiz IPO'd a few years ago at 200m cap, is now valued at just 12m with shares holding just 6% of their IPO value. It was a family run business, and the only winners were the family!
I like AWE, but the valuation was clearly too high, the hedge funds do their due diligence, they will know this, they didnt pick it by chance. The market capitalisation at IPO was 96x its 2020 revenue, this could still have some way to come down. At the right price this is definately worth a shot, but what is the right price, that the million dollar question?

The IPO is pay day for the company owners, I think the values are often inflated by the brokers to persuade them to go ahead with it. Who can blame them...?

I was looking for an entry sub £3, to be honest it’s got there a lot quicker than I thought, I may hold on a bit longer, maybe £2.50 might be a fair valuation?

I'm an LTH and I desperately want Bids to succeed. However Castle is absolutely right, I remember that interview, I listened to it more than once and JD clearly stated that he was very comfortable with the figures. It does seem laughable now, and you really do have to question his motives, the income was so far from target, he must have known they would end the year woefully short.