Member Info for Indiscipline

cheers for the note

You can bet your last dollar, he will be running for a podcast. He does not want to go in to that shareholders meeting cold.
There will be riots if he does... He has to warm us up first, "fill em up with some new idea " to help sedate the natives.
Then as Matt Maconaughey said in Wolf of Wall Street out comes the" fugazzi".

For my sins I worked as a Commodity Broker. The asset is irrelevant, the **** stays the same.
He will sell it well; because, as shareholders you have nothing to lose as you have lost already...leaving you with the only thing to buy "hope". Some may say "Abandon ye Faith all ye who enter". But that is all we are left with.

Listen to the podcast would not be surprised if the damn thing does spike. Those MM's know how to rinse and repeat.
Note to Draper if you are going to sell it on the podcast- you better talk raise now, otherwise it drops further.
Cash burn now is the priority - because we are miles from revenue. Brutal honesty and Mea Culpa are the plays to play my friend.

If he does well, who knows I may buy again...lol

Feeling that this may be called for - if shareholders move for one. People will look at this.

The presentation of events and the general malaise in the way shareholders have been treated, certainly calls for James to account. Promised better communication and execution and then this...

Not sure the process for it, but others probably are

Not to be too pedantic it was not 3k but 300k - a small difference... but you were correct in the action.
At least someone permanently benefitted here.

The longer he holds out the more the market see a poor situation for shareholders. A complete inability to inform on strategy as promised, means any claims he made on revenue are entirely redundant.

When the CEO has moved into a credibility vacuum - the stock has no room to breathe and we get this performance.
As all have said he needs to perform miracles. Maybe James could get Jesus on the board, then anything's possible.

If he could get things moving faster he would, feels like the plane is running out of runway.

Chancers you are welcome. Glad I could do that.

By the way, as for the buy after results argument, all it is, is two different sides with two different risk profiles.
It is not about being objectively right for all - just being right for you - which both sides are.

I wish us all success and joy. With this share some of us got greedy and we did not adjust fast enough to the down draft.
We were being fed a mountain of bull, revenue wise to be fair and believed our CEO was a prophet and we got our faith badly shaken.

Hopefully it may rectify. As I say both sides are very valid in their views according to their risk profiles.

If you go to your place of worship there is more chance of God contacting you, than Draper ever doing.

That RNS better be one for the f-ing ages. He's built that much pressure on his next point of contact.

There is nothing sweet about JD's behaviour here. His complete indifference to shareholders who are supporting the company.

MaverickD is just a complete a55 hat the fact is he has zero cred.
I think he works for shorters because as soon as you see this wakner you want to sell.

As long as you recognise the risk and position well its all great.

Problem is lots of us myself included got intoxicated with some of the messaging coming from various angles and were very over-exposed. Great when it went up, but believed the hype and got the hangover. All our fault.

Great opportunity here as other companies in the space prove. Ironsource worth £1.5 billion pounds from the quarter share CVC paid for it.

JD gave us the impression it would be smoother than it has been and many bought into it. Hopefully, now, JD can deliver and it will take some time - this area is a new category and will be uphill for the next few moths maybe year.

That's why this becomes a position sizing play because if you go in heavy you go crazy.

When the first significant deal falls there will be plenty to follow and you can scale up.

We may very well have a placing, but with revenue coming in, all that would do is secure the financial power of the company and should not kill a share price for a company doing deals.

Sizing here is essential you are right controlling your psyche is everything.

When you make allegations its best to supply facts.

So far this stock has grown revenues consistently, added to its clientele working with the top 25 developers.
They may have lost a contract as you allege, but , the market has more development work for them to win in the years ahead as the cycle ramps up.

With all shares there is risk we all decide the level we wish to take.

The fact is right now BIDS is a binary play will only fly or fall. That is why feelings here so heated.

IF JD pulls it off we can make multiples right now we are so under the radar it's not even funny.
If he gets games and pulls in revenues this is an AI advertising play that becomes hugely valuable with the data it throws off.

Then we get the full force of Trade desk and the agencies behind us. Right now we have to twist in the wind.

Could be an argument that it is a positive that JD has not said anything because if he had to come out now it would be a negative most likely... Advertising deals are done by committee the way this is set up it will be a country of committees because we are a fresh play for the majority of the supply and demand side.

Where JD went wrong was playing this as an easy scale up. This has created the anger...

The problem is that both Chancers and Count are right... pi55 poor presentation to shareholders but that huge cake is out there... so until we get news we argue among ourselves.

We had an institution selling down price wise creates the cascade as it is all demand and supply.

If you are looking at a two to three year time frame, investing in a company growing revenues at twenty percent, that services a sector at the heart of 5g and is platform and company neutral appears one hell of a buy.

Add to a point that you will not lose sleep over - around 10-15% of your portfolio at tops.
If fully topped up, sit tight as in six months this should be moving back up.

Its the old weighing and popularity contest analogy that Buffet uses.

With the virus issue set to be a danger for the next 4-6 months this buy looks amazingly prescient.
Unfortunately the way things are this area of medicine will be more and more prevalent, very smart play by Cathal.

The trading statement appeared encouraging, this stock always seems to sell off after good trading.
May hit 12 pound dead... Long term this company appears very solid around 24 times this years earnings.
Gaming company should be able to build from here... Just need it to stabilise, slowly accumulate.

roflmao... if he needs to filter me for that count must be a real snowflake.

Hopefully we will get some good news. JD must in all honesty be pushing hard as he knows his neck is on the block.

Disappointed that he says he will communicate and promote the company at the start of the year and back to doing the same old routine. In this sphere I am one of many.

People have been maliciously saying James disappeared, just wanted to show he's as contactable as ever.

Working hard on strategy there and all will be revealed in a new podcast around July... just before Summer holidays
maybe he will have some great news for us like he did at Christmas.

See I wasn't in a bunker... I'm in Rio having the time of my life.. I'll post the snaps on Instagram.

Wish you were here

Love

James

Bob is symptomatic of investors who have been given a fair whack of Kock and bull by James over revenues, deals and timelines recently. He and all shareholders who have experienced this have a right to blow off steam.

I had to sell earlier and bought back in today at a lower price and a lower percentage as I cannot scale up like I did before as James has yet to prove good to his word. Will do when we get proof- then I will buy in heavy, wish I could now.

Potential off the chart, but, this is a difficult execution as there are many moving parts in advertising.
JD has done some great work but his communication and delivering on statements has been weak.