Member Info for HivedOff

It’s funny how you can’t keep repeating the same news and get the same results. A year ago this would have impacted on the SP, but not anymore, regrettably share holders are far too cynical. But, that doesn’t mean things aren’t going well and we could still get a great TU, let’s wait and see. The Christmases seem to be coming and going though, and it really would be good if JD could finally give shareholders the long awaited positive winter break we were promised 3 years ago!

Hats off to helx…back in the 2s any minute, and then the 1s, who knows? Fun here isn’t it!

If this holds now then I'll take it, good incremental growth, could well see 4p tomorrow.
Although the TU is likely to be mid December, there is every chance of an RNS, BIDS really do seem to like dropping them on a Friday, and not necessarily first thing. Fingers crossed.

Mystery why this SP is not moving up, presumably it has to at some stage…

Quite clearly some idiot (name next to job advert) inadvertently included ‘PlayStation’ in the job description, either before this information was released by the company or in breech of an NDA, possibly both. Either way, he shouldn’t have done it, but it was quite definitive and even went to to say BIDS were the first to secure this licence. Including it in the job advert was clearly a mistake, but the content clearly wasn’t!

The average M Cap on Aim is 495m, that is over 10x where BIDs currently sits. If you consider BIDS to be a better than average AIM prospect then be prepared for the price to rise by at least 10x. And then it would still only be an average Aim stock.
Furthermore, as the price rises there will be more opportunity for institutions to buy in, many funds restrict their investments to companies of a minimum M Cap i.e. 100m. This is simply to limit their exposure to high-risk investments. When 100m is breached there will be more potential buyers available, with much deeper pockets. At that stage you could see the share price going up by pennies in a day, not fractions of pennies.

The steady growth we are currently seeing in the SP bodes well. If we can see continued increments to say 4-4.5p before a TU then I will be delighted. After a positive update, probably falling mid December, we could we’ll see that doubling, maybe even double figures early into the New Year. At 10p the market cap will still be under 130m, so plenty of further opportunity from there.

helx, can i suggest you pop down to Bosham, stand on the beach and try and stop the tide coming in, I think you might have a bit more joy!

Clearly your biggest dread helx. Something touched a nerve. Every possibility this will become reality, why do you think they have been raising funds to develop the platform which gives commercial rights holders, such as ‘global sports teams’, control over adverts that appears in their licenced IP.
This has FIFA and EA sports written all over it, you may scoff, but it is coming! You’re right Girdz, I’ve been here a while and I can exactly what is going on here, I sense from helx’s desperation so can he…

My son mentioned this week that he had seen adverts in FIFA for the first time, including; MacDonalds, Coca Cola, adidas and Hyundai, amongst others. Obviously FIFA is owned by EA sports, of which there has been much speculation that they are the AAA publisher that BIDS have an agreement with. Is it conceivable that BIDS are behind these new ads?

Just demonstrating a simple calculation Helx. I dread to think how you will cope when this takes off and JD with his 39million shares realises his wealth. I sense you might be pig sick, ridiculous as it may sound, you've committed as much of your time to this company as he has. The difference is, he has ignored you and got on with something positive, whilst you've been obsessing over him and contributed nothing. It's weird behavoir and I can't see your jealousy making you anything other than very uphappy. I have zero doubt this will be a success, might be worth your while looking into counselling now...don't leave it too late. It might actually help you move on.

The calculation is quite simple; $50 per 1000 impressions = 0.05$ per impression
2 billion x 0.05 = $100M per month
Which equals $1.2 billion per annum.
(this might be ten fold out, if; impressions are $50 per 10,000 or if we are talking American billion rather than UK billion, if that's the case we may be looking at either $120 million, or $12 billion a year, depending which way it goes, either is fine with me).
And...don't forget the targeted $100m a year from the USA as well...oh, and the rest of the world. This is being to look a lot like a licence to print money.

Did anyone pick up on when BlueNalu would go to market, don't think it was mentioned. All the others appear to be 2024, but I thought BlueNalu might be ahead of this...?

Of course this is a concern, the Azerion deal was central to BIDs plans and revenue targets only a few months ago.
The fact JD goes on the explain the georgraphical limitations of Azerion and then promotes what BIDS is doing in North America somewhat leads me to the conclusion that he doesn't hold out a lot of hope of resolving this. He appears to have already moved on. The tone of his email is not great either, suggesting Azerion were trying to manipulate the price to enable a cheap takeover, I find his naivety embarrassing. I dread to think what the bods at Azerion will make of it all.
BIDS is potentially a great company, but time and time again I can't help coming to the same conclusion, JD is out of his depth. Despite some great progress in recent months, he does strike me as the biggest liability to the on going success of this business. I'll continue to hold and hope this mess sorts it self out.

Reading between the lines I think todays RNS was simply put out to say this share is undervalued at this price. The average price in the past 12 months has been 36% above the NAV, this would equate to about 22p, whereas the share is curently trading at 24% below the NAV. I take that as a hold, this should come back sooner rather than later...

I would agree, there is 10m more in the bank, but furthermore this new placing will already have been factored in by now. I would expect the SP to increase once they have been distributed and we can move on. I do feel the market is waiting for 28 October and the SP is unlikely to do a lot between now and then.

Helx reminds me of a slightly deranged uncle that sits in the corner of the room and is ever present, but with nothing sensible to contribute. He never misses a family get together, but everyone knows not to get talking to him, as he is incredibly boring and makes little sense of the real world.
I don’t want to sound condescending, but we’ll miss the poor ole chap when he’s gone.

By my calculations, if they raise the full 10m, it will increase the number of shares by 37.5%, to approx 1.28B. This takes a bit of digesting, so for the SP to get to 10p (by Christmas) the market cap will be 128 million. Whats is the consensus on that...(stupid question, no doubt!)

He might be right helx, he says 10p, you say 1p, the truth is none of us really know. What we are all doing is taking a keen interest, as we all recognise the potential here. For what it’s worth I would say 5.5p, the average of everyone’s opinion tends to be more accurate than any one’s individual guess!

Not true Sloane, they made a provision for a placing, if one was required. Naturally if busines takes off, they may not need one. There was always a provison for one, but no gurantee, how do you not know that if you are a serious investor?