Member Info for Jimmy_Stocks

Thanks for the clarification below.

Just to say, I asked a question during the last presentation and it got answered. It was the final question they asked, about the end goal being selling KPOP.

Also he did address the placing question if I recall. He said he wouldn't rule it out, because the business was growing and he couldn't predict.

I know the cynics amongst us will likely scoff at that, but he did answer it. It seems clear that IF any further placing does occur, it will be to accelerate growth. But as Marty says, a good chunk of cash should be landing in the next week or two, so hopefully there will be no need to raise at anywhere near £20m mcap.

Where am I looking on the website for the agenda Bennster?

He has said he wants more ii's onboard and wanted to change the dynamic of the share register. If more placings my guess (and hope!) is more ii's onboard. Question will be at what strike price and if warrants attached. They should be paying a premium and zero warrants if they like the road map. DC done much of the hard work getting to this point, why would he want to give away part of the opportunity on the cheap?

News filled month of May in front of us whatever happens. Lets hope the SP is much higher once we get to see behind the curtain.

Bids have ZERO links to MANA. Bids have zero links to the metaverse.

Other than they provide ads in the games, what is this link I keep seeing people make? Just looks like a desperate ramp.

I don't even think James Draper himself would claim £300k and 2 years salary was not a significant amount. Even more significant when you consider his salary was likely much less prior to bids listing.

And if ii’s were to take majority of the next raise then yes agreed, it would be a big buy signal.

Hi Luke hope you are good. I think new investors need to be aware of the facts, in amongst all the smoke and mirrors from the company. Example being folk thinking bids pocket the whole $30m of that deal.

If it is EA happy days but my concern when I sold was how many shares would be in issue by the time they break even. I’m still following (not as closely as before admittedly) but that concern still remains so I’ll be watching for the min whilst they remains cash hungry. The board have options which shelters them from dilution but LTHs don’t have that luxury.

If I’m wrong I’ll live with it as the facts out there currently mean there are more clear ops out there for my money. Wish you well though genuinely and I’ll keep watching.

If hiring was a sign of boding well, bids would be a gold infested stinking unicorn by now.

AAA publisher = Take 2...?

Key here is what level the next raise will be at, anything else is noise. Above 2p, progress. How much higher above 2p = level of progress. Below 2p...well...then get your savlon out shareholders...again.

Charting and trading is really a self fulfilling prophecy isn't it. Big group of buyers (or sellers) working to the same rules, or very similar. It increases the velocity (up or down).

I am stating the obvious I'm sure, but its all very interesting. Either way the reason I invested in Feb still remains the same - incoming revenues are a clear mismatch vs the valuation of the company.

Good weekend to you all

Get them out before news. The gig is 2 weeks away, so this isn't a usual AIM mythical waiting for months on end scenario for nothing to then arrive. The gig will then be superseded by news of more gigs and cold hard numbers.

With the rise we've had it is always going to attract traders. Let them out before the newsflow begins. They will be back higher up for another feed, sure as sugar.

Bruising day today but calm as a hindu cow. Nothing goes up in a straight line, as we all know and if I were a betting man I'd say we were overdue a retest and that the SP will come out fighting tomorrow. Wouldn't be surprised to see us have another attempt to get into the 13s with a bit of momentum. Anybody following the story surely won't want to be out over the long weekend.

Lioness - word to the wise, bids don't pocket $30m. Large chunk (at least 75%) goes to the AAA publisher and then another chunk to the Reseller. Bids pocket the rest.

I'm amazed bids still have supporters, given they are still up to their old tricks. 'significantly 2nd half weighted' did make me chuckle, who knew gaming was so seasonal. And just say the name of the AAA company and what titles you are working with FFS. This saas...the latest mirage to throw into the mix of the enigma that is bidstack. Why not say how big this opportunity is, instead of more hints and vague teases, smoke and mirrors.

This company reminds me alot of Melody VR aka Napster. I am expecting it to land in the same destination.

And anybody who is expecting them to carry through anywhere near 30% margins on this $30m deal is living in cloud cuckoo land.
Indie mobile publishers, individually negotiated deals = 30% margins
AAA publisher + reseller monetising their own network = considerably less than 30% margins.

GL holders you will need it IMO DYOR

Tintin you did indeed call 4th May Investor Presentation.

I think people are just tagging onto your short term price obsession of 20p, which usually means someone is trading. Nothing wrong with that but this really doesn't need ramping/rampers/traders onboard to take it anywhere. As Bennster says, we don't want big hype and then disappointments leading to spikes and short term boom/bust with the herds of sheep following their twitterati messiahs. The revenue from this gig + BrickLive continued recovery will do all the talking that is needed. Lets all relax and enjoy the ride

Agree that this company, at current valuation and what is in the pipeline, really doesn't need ramping. The numbers and moves thereafter that the Chairman makes will dictate which way the SP goes.

With regards to sentiment and further placings, I hope the Chairman realises (and I'm guessing he does from the reaction he's had so far and the fact he's clearly nobody's fool) that he really could have laid his golden egg with this k-pop concept, and he will realise exponentially more value for his own pocket by not doing anything to damage the SP, of which he owns a rather large chunk of.

At this early stage with this k-pop concept, it is probably too early for the market to properly value, because we don't have even 10% of the picture. Early clues suggest to me that it is going to be big, especially relative to the market cap, but it is early, so it does depend on your risk appetite.

KPOP is a worldwide phenomenon though and the social media engagement Kpop.flex account is getting speaks for itself. Added to that, the recovery of the other divisions, with covid restrictions being lifted and you have a handful of elements that could lead to explosive growth, from this current valuation.

Streaming RNS will laugh in the face (and rear view mirror) of 12p

Bennster, nice post. Thanks for the info and I concur fully with everything said there.

I'd had a bbq and a couple of beers, was getting myself all excited.

ThereSheGoes - agree it pays to be conservative in these situations. Looking at it from a less conservative lense, I think they'll potentially make £2m from the merch (based on the minimum guarantee amount), £1.5m ticket sales and then you have sponsorship and streaming. Streaming is an unknown but there were whispers they turned down £8m. Obviously we can't verify that but if true then total figure is not that far away by my calculations.

What is clear is we are undervalued here and more people are waking up to that and buying shares every day, which is only going to build over the coming weeks. All IMO of course! GL to all holders

There are other strings to the bow here but K-pop is the biggie for my money. Great to have compliments to the business and BrickLive underpins the valuation but K-pop will dwarf anything this company has done before just by the shear monstrosity of the beast IMO.

Mcap £15m, they might very well make that with this first K-pop festival. First of many aswell

Excitement is brewing. Going to be lots of buzz and an unbelievable amount of worldwide coverage imo. Market still not getting how big K-POP is worldwide. Who knows why it is, but who cares!

DC loves the limelight I understand and he will have earnt it, coming up with this winning concept. Buckle up time is fast approaching.

Exactly this. MM's moving it down on piddly volume. They want higher for any buy in size. Couple of decent buys away from being back in the 9s. Don't panic Mr Mannering!

Thanks again for the update.

Just hungry for an update! I know its not the biggest team, and that they will all be working their butts off, as they are aware better than anyone what an opportunity this is. DC obviously came up with the concept but it sounds like even he is surprised how quickly this is snowballing + level of interest from outside parties.

Will be holding regardless of price action and re-evaluating once festival has happened, subsequent guidance updated based on those numbers and then further k-pop festivals announced, so I can better attribute value.

One thing I am confident to place my bets on is that this company is worth a sizeable chunk more than £15m.