Member Info for Indiscipline

If you go on the Vox podcast with Alan Green he talks meeting Zak Mir and his friends who were talking about how to short BIDS. It is obviously a concerted effort.

JD was super relaxed in the last Vox podcast with revenue projections because Dentsu was in the bag. That supercharged everything. They got three games on Stadia with Codemasters (eight percent of titles) award winning titles and now they got Dentsu and the DSP's who can drive the adds through that.

Then they got Unity and Unreal dropping in weeks and they have Trade Desk, Apnexus (Xandr) and Dentsu servicing that.

That was why you could hear JD super relaxed with revs - he don't have to worry about a has been talking down his share when he knows what's hitting. Then he has other companies about to drop.

The game engines SDK's ties us in we become incorporated in the process. We are the go to software with DSP demand side capabilities and the games developers know much more to come.

That is one hot game you can see why guys are so excited by it.

Advertising done thoughtfully and they will be playing that for hours. Plenty of bang for your buck.
If you are a native in game advertising company that is super title to hit the ground running with.

Great article. Nice to see Lewis Sherlock so prominently featured with F1 and big hitters.

You mentioned before about BIDS working on Unity SDK if we have that and Unreal that is massive.

If we got links with Facebook and Twitter that super excites me.

Unity would be enough the other stuff would send us stratospheric. Could you elucidate for the less technically proficient like myself Mars?

Cheers

Actually it all adds to the picture so thanks for the post.

So far he has delivered - did say it would be back ended. Had the feel there are some really strong partnerships about to hit with the new" test partners". It was the assuredness, not arrogance that was striking and with all the revs opening up now I tend to go with him. The heavyweights he has assembled would have seen what there is and have too much to lose to associate with a fly by night.

Was head on with Justin about hitting revenues, no deviating in the chat.

We got massive test partners in the works hitting in weeks at most.

Dentsu tested our tech to the max. A multi billion dollar corporation does not sign up on a jolly they have to have metrics sorted for their clients to analyse.

The games developers we got all extended their partnerships.

Its laughable to respond to a has been. All I want him to do is JD continue executing. Dentsu in a couple of months alone means our revenues hit.

Stadia on top of that with the best driving games on the site. That was why JD was sitting back drinking ****tails when asked about how relaxed he was about revenues.

Wil now is the time to start developing a taste for Earl Grey at Fortnum and Mason's.

That's a strong point. Probably why JD stressed the tech so hard.

But look what they have done with revenue. When we start hitting revs with FM 20 and Stadia revs will gush in with the deals made and the big partners JD alluded to at the end of the year.

Doesn't hurt that our board is full of streaming heavyweights one being Derek Wise.

We also got one of the best marketing guys in the world leading our show in Lewis Sherlock.

They stated they are. Our platform is with Fortnite think how much revenue and how quickly it will generate when live.

What platform as a developer do you want to be with. The guys who control the most followed game in the world or another one. That was why it was so important to get the technical right. The revenue takes care of itself.

Technical quality and safety with Pubguard is key. Everything verifiable for agencies to buy.

That CVC deal lifted us up large. Our valuation on the tech alone has just flown.

He was sun lounger relaxed looking at the 6 million revs for this year and 20 mil next. Why cos the ad industry is sprinting our way. Today was incredible for us and it flew under the radar. How long it does is months at most.

Luckily we are in as others get in. Those Pubguard guys are no idiots if they were happy at 35p it is because they see how
stonking the near term future is.

CVC are buying a 25% stake in Iron source who provide a platform to match advertisers with gamers for an amount that values Ironsauce around £1.5 billion pounds. What does Unreal Engine with Fortnite and bidstack do now the tech is going live|?

If that is not tremendous validation for JD and the team and a massive boost to the value of our company nothing is.
That has tremendous implications for us.

Instead we had the scummy trolls.

We may have a quiet two weeks then Stadia comes into play and watch this start to heat up.

Thing is JD can release news on a huge contract anytime and from the podcast that is what is intended.
Once in you have to be bordering on insane from now on in to attempt to trade it.

Did turn a little white myself. at 8am.

Key was the RNS made me feel good when he said revenue projections unchanged.

Also guys on this board kept me in it and not suicidal when we went over things logically before and after.
The BB really helped me so thanks folks.

Basically said more deals on the way Demand side and supply before the end of year...more revenue baby.

Everything connected up and ready to go. Nice Xmas for all.

Longer it is he holds off the higher the takeout price. He blatently knows the potential of the company all you need to do is hear the podcast and see that he is looking at multiples of multiples

Key is revenue projection unchanged. More likely revised upwards after Xmas.
The 20 million projection for next year he is completely relaxed about.

The other thing they said is this will be an open exchange in 9-12 months revenue potential on that is off the chart.
He said that there is a mass of news coming down the pipe and that is before xmas.

All shareholders are in a very strong position within a moth when Stadia kicks in and the other platforms kick in this board will be red hot... as will the stock price.

That guy is a total has- been from twenty years ago.

JD out and about explaining Dentsu's impact which will be massive.

The DSPs turning the taps on..

Stadia active in a month with three of our games on it one just voted the best driving game out there.

The Unreal Engine platform selling advertising for masses of games with BIDS kits facilitating it and the DSP's tied to it should leave us in a pretty positive position.

Also 6 million to tide us over.

I think profitability projections will change fast when tapped turn on and all three work together
Trade desk, ApNexus and Dentsu. Also we have Unreal Engine hitting and Stadia.

Right now he is making it easy on himself. But once they can feel revenue flow which should be good projections should be updated.

The trolls have shaken the tree. JD will be out detailing the future.

Well done of you got some shares at open. MY buy could not be bought however the sell price was available.
Nice that.