The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Games like these expand the opportunity to attract other advertisers - who will want to reach the dedicated and loyal types that hobbyists tend to be.
The three titles Train Simulator 2022, Train Sim World 2 and Bassmaster Fishing 2022 - great news - onwards and upwards
Deighted this has emerged and that sentence about data is very positive. An interview would be good - things looking brighter. Exciting even .
Bidstack lands two new titles with Illusion Labs - Having successfully teamed up with the studio to deliver unintrusive ads generating incremental revenue into Touchgrind BMX2, Bidstack will now add both Touchgrind Scooter and Touchgrind Skate 2 to its growing portfolio of titles.
https://www.londonstockexchange.com/news-article/BIDS/bidstack-lands-two-new-titles-with-illusion-labs/15167819
Mobile gaming is where the people are at and where monetisation via IGA is most wanted.
'According to data analyst company Newzoo, mobile accounts for more than half of all game revenues generated via direct consumer spending. It’s worth a whopping US$90.7 billion in 2021. In comparison, PC has generated US$35.9 billion while consoles have generated US$49.2 billion.'
https://newzoo.com/insights/articles/the-next-generation-of-high-fidelity-mobile-games-is-coming-and-pc-console-publishers-are-on-board/?utm_campaign=Mobile%20Market%20Report&utm_content=170678566&utm_medium=social&utm_source=twitter&hss_channel=tw-802413265
Be interesting to see who comes in next. Staying on the advisory committee - so all good on that front.
Lots of postiive outlook in addition to a revenue turnaround in process. 2022 is whn this will see increased revenue in 2022 with China 'to deliver real-time TDM with future recurring revenue opportunities ' - also water detection - oncology interventions -
'Norwich City will utilise Bidstack’s technology in this season’s NCFC owned and operated esports content to further modernise the identity of the club and connect with every generation of fan.' https://www.canaries.co.uk/content/club-announces-bidstack-as-first-official-esports-partner
https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/4cd9380f-2e48-370f-65d8-c544738f5bc6/MicrosaicSystemsplc_24_9_2021_FINAL_BG.02.pdf
Balance sheet strength expected to support Microsaic’s corporate transformation to point of profitability
'Although at this time TPI has yet to set a valuation or target share price for Microsaic, it does recognise that today’s news
represents a further, important step by its Board toward successfully delivering on the promises it made back on 4 February 2021.
Having successfully completed a £5.5m equity placing and broker option in February 2021, Microsaic now appears to be sufficiently resourced to capture the global market opportunities for its technologies that it and its partners have identified.'
Should be a rise - but the real rise will be in 2022 based on this. Something for both traders and investors. Good news.
It's been a long time coming - undisclosed upfront payment but the tech is validated. The future is looking brighter...thankfully.
'We deserve better'
Absolutely right. It has been a long process for Nuformix to get to this point - and shareholders alike. The current CEO and her quick resignation has been entirely responsible for the huge and continued drops in price. A totally unacceptable situation, which has been part of an ongoing failing by the Boards both present and historial who have mis-informed and underdelivered. I don't think those attending should hold back as it is is a disaster from a share price point of view. I personally think Anne should offer an apology and certainly a thorough explanation of where the company is at - what she has put in place.
Bidstack - recruiting for an agency sales manager - Responsible for owning the relationship across Publicis in the UK to drive revenue and account profitability. https://www.linkedin.com/jobs/view/2671697742/?refId=x42%2FPwF8RU0kZ9IL19qp%2Bw%3D%3D&trackingId=FuD6JN5aO%2BMFb4FBWvFCZw%3D%3D -
Fantastic news. Full steam ahead.
We are looking forward to enhancing the realism of the game with contextual brand placements from our growing roster of global and local advertisers." - https://www.londonstockexchange.com/news-article/BIDS/bidstack-races-ahead-with-new-t-bull-partnership/15075781
One of the largest mobile game developers in Poland, for its free-to-play title Racing Classics PRO. Announcing their games via RNS now, I see.
At these prices, sentiment is positive. New solid investors in place, placement done. Upside is significant from here.
Official RNS on Neider's appt - Bidstack's board reinforced by Electronic Arts veteran
As announced on 1 July 2021, Bidstack Group Plc (AIM: BIDS.L), the native in-game advertising platform, is pleased to confirm the appointment of Bryan Neider to the board as a Non-Executive Director and Chair of the Audit Committee with effect from the Admission of its New Ordinary Shares to trading on AIM this morning.
Grow up.
No doubt a large monthly download 100k globally in May - complaints about the game by users were the previous monetised aspects, so I think users will appreciate the adverts as a replacement. Global - so country variety advertising suitable. Good gaame to have in the portfolio.
Hopefully, now the placing is done, the company will continue to RNS games rather than tweet them, which they were doing.
The company is about to turn from start-up having reached an inflection point.
The negatives are clear - James Draper pumped this up at prices that never reflected the revenue nor the timescale towards commercialisation. In doing so, he left many people deeply in the red for which he deserves huge amounts of criticism. In doing so and for many, he destroyed trust in himself and the product he is in charge of.
It was this messaging early on that flew in the face of the reality that Bidstack was still in start-up mode. However, it was clear that Bidstack was in start-up mode. There were so many building blocks required to reach this point. A swift look through the RNS news showed the various points where these blocks were being put in place; the acquisition of pubguard, the Lumen research, SDK tech, the IAB Gold Standard, Moat etc..
The building continues of course, and now they are working hand in hand with them, publishers, advertisers and industry bodies to reach an industry standard for an 'open exchange method of trading in-game advertising'. https://www.bidstack.com/wp-content/uploads/2021/03/Bidstack-Annual-Report-2021.pdf (pg 74).
All of this took years to this point but they are near inflection - In February this year, Bidstack stated that the company was moving from test spend - https://www.proactiveinvestors.co.uk/companies/news/939950/bidstack-confirms-revenues-ahead-of-expectations-for-2020-939950.html The fundraise RNS says, they have reached an inflection point, which was the same message conveyed by Lisa Hau in her recent interview - https://medium.com/authority-magazine/inspirational-women-in-stem-and-tech-lisa-hau-of-bidstack-on-the-5-leadership-lessons-she-learned-fb06fb45f002
Going forward, this is the period where the company will either go on to thrive or not - as it is fully funded and the revenues need to come in. 'In addition, the Board has been focussed on controlling total operational costs of the Group going forward as it starts to rebalance capital deployed to reflect the shift from product development to commercialisation.'
Over the last 6 months, we have seen a change in the personnel - more experienced folk have come in and an increase over 12 months of sales positions. We have also seen lots of games being added - though this will be just the beginning.
There is such a huge amount of potential both in the number of games to be filled with adverts that were delayed by the pandemic. These will come online and so we shall see what those will be.
The gaming industry has grown, is growing and will continue to grow - and analysis shows this is for all ages and genders. Where there are people, there will be advertisers wanting to reach those people. Bidstack have a quality product.
This is a great price to enter for sure with more and more games to come onstream and if they can cosolidate their position - then the future could be very bright. The evidence for that will be over this next 2 ye
This is fantastic and I look forward to deals that come off the back of this in the hopefully near future.
'2021 Bidstack outcomes: The next year will only see upside for the company as the in-gaming segment continues to grow. The company will likely become an acquisition target for public and private SSPs as they go looking for growth. It could also be a candidate for a SPAC roll-up.'
From Exchangewire:
https://www.exchangewire.com/blog/2020/12/23/17-european-ad-tech-companies-big-2021/