Member Info for Indiscipline

With the DSP's we have and an international ad conglomerate on our side I do not think it is too onerous a target.
In fact it is easily hittable. Trade desk alone could take us there.

Add in Dentsu and ApNexus and then think what is possible.

Revenue projection was for 5.7 million and was within previous brokers notice.

JD in previous podcast stated he would not be changing it as target.

Within RNS stated that it expects to hit revenue projections for full year.

That and 6 million in the bank the key comments that matter.

What I meant was he saw it at twenty times 36p for the stock in around a two year time period.

Actually at the time it was 36p so that tells you what he sees for the stock.

Most here are the long termers. Why the trollies have for the most part left us alone.

Nappy ingestor did a few messages and stopped after the welter of news against him and the futility of it on this board.

I only have a miserly amount available to add to my holding but will still be trying to get some more shares.
So many can see what is ahead that they do not care about past results and look on a drop as an opportunity.

The deals JD and the team have put together are awe inspiring. Think where we were just back in March and April
and where they have taken us in a little over four months.

For those with more to add this week could be great for them to add if they pick their spots and MM's do their plays.
They lowered the price when buys outweighed sells... for long term holders and buyers they can work for us rather than against us as they are not scaring us out.

Quer obvious you are a little troll. They have the Football Manager games which generate huge impressions and Codemaster driving games (which were voted the best driving games recently) on Stadia. Then there are all the games that are taking up the technology on the Unreal engine platform which goes on and on. Go there and see you lazy little troll.

Then there will be more to follow as they take up the Ad revenue from the media agencies just announced.

Keep talking the company down troll then we can get more cheaply.

That would be great but frankly its where we are in 6 months time and beyond and that is multi multi bagger territory.
We have been waiting for the ad agencies to kick in. It helps get people on Unreal engine.
They really are closing the loop. James talked of being the conduit between demand and supply side
the electronic postman delivered.

You know what I think he may just be right. That is a pretty nice appetiser for Q4 they are massive.

The forward looking statements are the meat of it.

That is why this news so bloody important. The FM brigade are seeing what is coming and buying in.
They know what we don't - nor should we know as our competitors are watching.

We just have to get through the volatility of Interims and into Stadia and Xmas.
The American team have got heavier and heavier that must be signalling something.

JD signalled about acquisition opportunities if all the deals are at the Pubguard level then we have a lot to look forward to.
Stifel were appointed because of US access. We still are at the very beginning - exciting times.

He is going on Proactive Investors soon... widening the message.
Did say he will let something out to just make it not too easy for MM's and those working the price.

Whether that is JW we all have to make our mind up here. He was good in promoting this stock
and making good cases some others have been disappointing... we all have to decide what to buy.

What JD does not do is leave long term shareholders twisting in the wind.
He has basically said there wait till you see what we got... that is the sign of a CEO
with more than just a good story to tell. Look at the facts not the fiction.

In sports they talk about having a strong bench.

JD built a group that is so heavy the bench got reinforced with steel. The new head of US sales his CV is eye watering.
These interims are key once programmatic kicks in and it will fast with Trade Desk and Appnexus and the Fortnite crew
we are off to the races with Frankel as our horse.

He may want to save the rns's for the interims and after.
Using this week as the opportunity to lose the short term holders.
In interviews he has been very aware of long term share-holders and would look as the short termers
as a good thing to ditch.

The stock has much more liquidity now so he does not need them.
If they buy back in after results they shoot the share price up- serve the long term holders again.

They would be aware of their long term holders as they have not been forced out by MM's jamming the stop zones.
He is aware of the games - has to be when he holds 20% of the company.

He may drop a small RNS so as not to make it to easy for MM's to break the price but the juicy stuff is for the interims and after. Pay the Long termers lose the short termers.

That is a very healthy sum Frank wish I had that amount.
You have bought very well in the past.
I think it excites all for what is achievable soon .
The key is not being scared out of it by the shorters and that is keeping a level you can sleep
with and add to after results .

People have to be able to get to the other side which is not far away.

The future in the short and medium term looks very bright.
JD has been superb and we can see the effects 5G is having this market is exponentially
growing and we will grow with it if execution continues as it is.

JD stated he knew where his competition was and he felt comfortable where we were against them.

We are at the inflection point. I think we are having a changing of the guard some early investors have taken some
of their gains.Other new investors are building for before and after results.

The key is the next 6 months as the deals start hitting the market as we move into Stadia territory.
This is the launchpad for the whole industry as other platforms come online after. We are weeks away.

Have kept some of my cash back for after results while keeping eighty percent of my original holding
to take advantage of the run into Stadia and xmas period. After that period masses hitting the market.
Personally I think the Unreal Engine deal was incredible then as JD said the DSP's would only agree to line up
if they saw significant revenue coming down the line. I would suggest that means a whole lot more than £20 mill
next year in revenues...

It could get choppy so as Bernard Baruch stated, when asked how much stock his anxious friend should hold
he said: "Hold the amount that allows you to sleep at night"

People are coming here to go after those that are loaded up and scared of profit evaporation or worse.
Keep the amount that you believe you have comfort in holding and does not leave you psychologically nervous.

This board has been very strong and as a shareholder hold an amount that leaves you in a strong position to
weather the next few weeks as we move into Stadia and the Xmas period.