Member Info for jabberba

Structural improvement in gross margins, associated with scaling in-game advertising revenue.

Margins are only going to improve.

I'm pleased to see our Board and executive teams have worked closely to ensure the business is well capitalised with clear revenue visibility going into FY22 and FY23."

Henry Sunday

@HenrySundayHere

·

Feb 22

#bids 3 more games added. As the AAA details emerge in the weeks ahead it will surely become a lot easier to sign up the mid-tier studios. Snowball effect in full force now, plus Azerion’s games getting the SDK. The targetable audience is growing rapidly. Nice work!

Henry Sunday

@HenrySundayHere

·

22h

Replying to

@RichieRTrades

@CocaCola

and

@WPP

crazy numbers #bids get 33% margin, burn £7m per year (headcount won't increase much now they have Azerion) then only need circa £20m revenue to break even. £20m in a digital ad spend of £450 BILLION globally. Do £35m, PE 20x and this is £100m, 10p. NUTS

Turning blue again

The hyper-casual game Magic Tiles Hop Ball 3D is the final title to be added to Bidstack’s portfolio and is available to players on Android devices. The title will feature non-intrusive ads in-game and in-menu serving gamers in popular markets such as the UK, US, Germany and Brazil.

https://twitter.com/HassardNigel/status/1496262579676758021?s=20&t=XKw5TKx9a06YhSSfrGPi6g

You mean 10%! This is going nuts!

Amazing!

How many games?

16 000

Imagine what it's going to do on a good day!

https://twitter.com/DogTrader01/status/1496120074448605190?s=20&t=-Wjsc06iGps6MY9tw9UwKw

https://twitter.com/upto2m/status/1496097132859826176?s=20&t=SYIeBmlVdt3nGgLB79TC1w

I'd rather listen to this guy .....the co founder of Azerion

"At Azerion, we believe that the future is digital entertainment. This new partnership is perfectly aligned with our vision for the upcoming years."

Hahahahah Hahahahah Hahahahah aaaaaaaaahhhh!

The agreement, thought to be one of the industry's largest programmatic in-game advertising deals, will give Azerion's SSP and sales teams exclusive access to all of Bidstack's advertising formats and will see the company become Bidstack's sole external reseller.

 

The initial two-year partnership will grow Bidstack's global sales footprint exponentially thanks to Azerion's established team of over 1,000 employees operating across 26 offices in 18 countries.

 

Bidstack will leverage this enhanced reach with an aligned sales strategy designed to accelerate commercial partnerships with game developers, brands and advertising agencies which will see further gaming inventory locked down and ad spend secured from respected partners. Meanwhile, Azerion will start adopting Bidstack's SDK into their existing portfolio of games. 

Azerion have 16000 games

Bidstack sdk will be implemented into Azerions inventory....!

Wouldn't allow me to buy the bottom. Someone got there first.

Nobody is expecting huge numbers leading up to March 1 .
Bidstack announced turnover would be significantly more than the previous year which was only £1.7 million.

As a result, and subject to audit, the Board expects FY21 gross margins to have improved significantly, to in excess of 30% (FY20: 13%). As a result, gross and net profits are both expected to be broadly in line with market expectations. Due to delays in completing certain agreements and certain deferrals of ad campaigns, we anticipate revenues for FY21 to be below current market expectations. However, revenue for the year will be significantly higher than last year (FY20: £1.7m).

 

Year-end cash is expected to be in line with market expectations at approximately £7 million.

 

Hahaha dreamer.
So with a guaranteed $30 million over 2 years you think the mcap should be around $20 million !!!

They have more irons in the fire besides.

Huge upside virtually zero downside