Member Info for Indiscipline

I think people are nervous about performance so tempers fray a little - as we are at an inflection point for the company.
Personally I like a bit of idle banter it kind of relaxes us as the time passes.

We are still looking at the topics. Just a little chill time as things feel a little tense at this point.

Up on a pretty lousy day for the exchange. The market felt very heavy and listless.

We may be allowed to move up again now.

This is a multi-year story long term the gyrations will be immaterial, this is one small area of the chart.
However, right now it is significant as its a key inflection point, as we move to being a real company with real revenues.

We have to be at a level where we can pass through this phase and be in a position to add further in the future as the story progresses. I am very confident this is a multi year growth story and will give us lots of opportunity to add to our investment and reap further.

Just keep it to a level that you are comfortable with.

Long term this is easily one of the most exciting prospects anywhere. JD seems to be putting all the building blocks in place.

We have to be able to ride it out.

The guy is talking placing so he can panic existing share holders he is a nasty little troll.

He knows we have 6 million in the bank and that any placing will take place at a higher price when more deals are on the table.

JD will be delivering before he further adds to funs.

Tit is the trolls name and this unpleasant little troll should find another board to try and scare.

If you wish to troll go elsewhere.

I would reckon 6-9 months as other companies see the ad metrics on BIDS effectiveness for their campaigns.
Lots of beta testing is taking place so there is a lot to hit.

Right now is an inflection point revenue wise. But it is ad efficacy that is the key - that demonstrated in the field and this flies and flies.

It is a really good chat any discussion between roly and myself |I think has been good natured. He is not doing a deramping exercise just showing caution which considering the recent movements would be warranted.

It is a question of trust in the board or the shorters. We all have our positions. With the various revenue streams swiftly opening to us and where James has positioned us I am optimistic. Deals and figures confirm this. Which should be further enhanced shortly with these streams gaining traction.

The advertiser base appears very good and should grow. I believe Stadia will help that massively this is a tentpole platform and having three impressive games on there a 6 million revenue would not be outrageous at £1 million a month. Just stated that at 4 million we would not be bludgeoned... but on appraisal still be appreciated as an ad platform.

Pubguard allows us to monitor the metrics and take to other companies which really should quickly aid expansion when others can drill into the figures.

One of the keys is how it expands upon the opening of these platforms. It is the traction it can be seen to provide the companies that use it, that will encourage the speed of adoption.

This is why the demand side is so important. We have some strong partners the revenue they drive through the system will
precipitate expansion. The figures will be drilled into rather than the revenue. Bang for buck and how it extrapolates for the publisher. One of the key reasons why adding Stadia is so important to the revenue mix.

A lot of trust placed on JD. The message and demeanour he has been sending has been very positive with regard revenue.
With the agencies and platforms open to us and Stadia hitting we should do well.

Even if we did £4 million in revenue that would likely earn us around 1.5 - 2 mill putting us on PE20 which is little for this blue sky and frictionless business. Above that and we really fly.

One decent RNS before Stadia and this jumps.

We have been brought down on piddly volume compare to yesterday.

One of the key selling points is that you can pause on Stadia then continue the game. It makes sense that idea.

I hope I see green and lots of it here for us all.

Created new positions in advertising companies and Tradedesk and Xandr (AT&T) to stream the revenue through.
That was a pretty hot comment. The industry building around us. This post was important as was yesterday's.

As I said earlier he feels the company is now full steam ahead and Q4 really has begun.
Lots more news flow to come and a joint presentation with EA pretty great to start with.

He is definitely drawing a line in the sand.

Would suggest that is the post of a man who has taken the company to the other side of the bridge and today at the conference with EA he announces it.

Today could be the capitulation day then the start of the next rise with good news from the conference. JD highlighted for a reason. We need the capitulation.

The conference with EA - this was highlighted. We need a big unveil from JD today if he stressed this yesterday.

Inside of two weeks we got the big launches - Stadia - in the meantime this can get moved down at will without proper promotion of our company.

Ideally JD thinking of Nasdaq listing, playing on the right side of the channel for tech.
He likely wants to get to that so when asked about placing - he was vague as he did not want to show too far up his skirt.

That would be his AIM and at a higher price. Would be good for all shareholders.

That was one of the reasons to get Stifel on board. Stifel would have seen revenue projections - not fact - but concluded likelihood that they would be met or close to it and taken us on. They know the market is super hot.

Won't be looking to do one now. Needs the price to rise for that still had 6million in bank in October.
That is not his main priority.

His and our concern proof of revenues is the key one. That proved can place at higher level.

The potential at this point is limitless. The deals with Apnexus (AT&T) Tradedesk and Dentsu are amazing.
The inventory should start kicking in on Unity and Unreal when both are up and running.

Then there is an EA platform that we are odds on to service.

Where we are is the dark space between a very foreseeable future large revenue stream and the uncertain revenue forecasts of this 6 months. This is a nascent market taking its first steps.

The thing to hold on to is that Ironsource stock was sold for the value of £1.5 billion to CVC partners.
They were doing simple fixed mobile adds - we are doing a lot more in all sides of the gaming market.
They did not send that money because they are sweet charitable guys - this is on f-ing hot market.

WE don't know how dark it is - but the light if we can get there has the potential to be blinding.
I think we will make it but could take some months. I do think we will make it. But the
development stages are the toughest.

Get your portfolio percentage wise to a level you can take the pain, so you can add to the pleasure later.

Reckon people are waiting for the capitulation day - then they can re-enter. JD needs to be seen out there.

We need to build a base. That has not been achieved share wise and the conjecture over revenues need to be addressed heads on again.