Member Info for Jimmy_Stocks

SME's committing to more spend, even if it is £10-£30 per month, in the current environment can't have been the easiest sell. I wonder what the number had been if we rewound the clock 12 months.

Fifa is the biggie imo. Think of all the esports, secondary viewing. I imagine Fifa real estate much more valuable in regard to CPM than a free mobile game. Keep bringing through these deals though, nothing stopping bids having both! Great to see another mobile title aswell.

Is it not about revenue growth, in a currently untapped market?

If Bids hit the £1.5m, which they have repeated in 4 RNS's this year that they are confident in doing so, then revenues will be on an exponential trajectory, when looking at h1 and h2 in both 2019 and 2020. They will also be at the very beginning of the runway. Granted they have to hit the numbers. If they don't then it will be a catastrophe. Much bigger than last year, as to make the same mistake twice is unforgivable.

Investors will pay a premium for growth. Bids model allows for frictionless scale. I would argue it is all about that, rather than the cost of sales.

You remind me of Dennis Wise. ‘He could start a row in an empty house that one’.

Being able to spot the ads is important. You said it wasn’t, I disagree. Spotting ads in ufc and nhl has led to EA. Spotting global brands in FM and Codemasters has added further clues as to the uptake in this new ad category. I was originally making the point that just because we can’t see them, doesn’t mean ads aren’t being served elsewhere. Bidstack offer next to nothing Investor Relations, so it is a good job people look for these clues.

Sheeesh

And I disagree with everything? I hardly post here, what are you on about man.

Thanks for reminding me why I hardly post here. The last bastion of the Unhinged.

Errrrm well that was ermmm kind of my point. Ermmmm :/

Visibility as in ads being visible in games being served now. That does matter, sorry disagree. My point below was that others were guessing revenue and that we will not have any visibility of targeted ads outside of the uk.

FM numbers are great and it will have been a fantastic live client to build out the tech with, but I do wonder if the impressions served are limited, given the nature of the game, and the billboards not being in view for most of the gameplay. Compared to say Fifa, when the ad boards are nearly always in view during the gameplay.

I think aswell on the discussion of where the revenue is coming from, the ads are obviously targeted, so we won't have had any visibility on ads being served outside of the UK.

You can't expect numbers in an RNS when adverts haven't yet been delivered, in gaming sessions that haven't yet been played.

How exactly could they provide numbers? They don't know what the fill rates will be, or how popular the game is. It is a new ad category.

Numbers will come in a Trading Update. Place your bets.

Why raise now though, at year low sp? After zero material news.

Only reason to raise now would be to fund m&a.

Roley:
For me, I keep a distance from the company these days again for a subset of reasons but still hold shares.
I am pleased to also be holding a couple of rivals as I certainly believe this sector will have a winner.
Good luck and let’s see what Monday brings.

Is this finally admitting your Admix investment? I doubt it.

Campaigns all spotted today on Football Manager Twitch feeds by poster bidtastic on the investor led research site for bidstack - bidlievers.com

#DriveSmart Safer Scotland campaign also spotted in Dirt Rally 2.0. Repeat custom from the UK Government. Can't be bad.

Ok I agree with that. It really doesn't need ramping. What we know so far is comfortably enough to justify 8p imo. And beyond. Just my opinion though.

TheTruth - I invested at 6p in Feb last year and didn't cash out. I wanted to hold LT for many fundamental reasons. It is easy to say people should have bagged a profit but they were announcing partnerships and progress left right and centre, with companies such as The TradeDesk. It wasn't until the revenue miss that it turned sour last year. So always easy to say should have cashed out in hindsight.

I'll say this for the last time as getting bored. Yes there are plenty of clowns on Twitter ridiculously ramping BUT

The announcements of EA, Ubisoft and Miniclip were not priced in. The sp didn't move. Now people are realising this is a reality, i.e. the article and UFC screenshot, that yes EA and bidstack are working together, this is what is creating the movement. It isn't on ramp alone. If EA is confirmed in an RNS then it will go 100% + in one day from wherever it is. So why wouldn't it go up 20%, 30% etc from a rock bottom 4p on a pretty solid concrete link.

Mniy they announced EA, Ubisoft and Miniclip in previous RNS’s, but were not believed and none of it priced in. Now with Dutch article + UFC screenshot it is dawning on people and only now starting to get priced in imo.

Fair advice Mniy. I agree, on the face of it, the Norwich sponsor seemed to be a bit rich coming from a company that is essentially pre revenue, building out on investor money.

The links to EA are more than just rumours now though, and EA is pretty much THE best game publisher bids could hope to be working with. Trust went after last year and rightly so, but that doesn't mean they still won't deliver h2 this year.

helx - you've had a good run but tide is turning now. Your negative messages continually looking backwards are going to look more and more ridiculous as the days go on. EA are clearly testing with bidstack. Bidstack spelled it out in an RNS but nobody believed it.

You have had a good run. The tide is now coming in. Change alias or just sod off altogether, save yourself some face.

Mniy, I've been invested before the placing you participated in and links to EA have never been so strong. It will be a nice surprise when it lands if you haven't been following closely.

It's all out there. Just nobody believed. 4.5p is going to look silly in 3 months, maybe sooner. 4 - 4.50 range sat there for a good 2 months. Herd about to descend.