Member Info for Jimmy_Stocks

Feels like a great time to be a bidstack shareholder. LTH's patience is looking like it will pay off. All the clues and breadcrumbs are setting more and more in concrete by the day.

Frictionless scaleability of the business model in an untapped net new ad category means the mcap could go anywhere.

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Not making excuses but this concept has failed before, and gamers are renowned for kicking off over things. If this new ad category makes the wrong moves earlier on, then it could put everything back a few years. I think it is a softly softly catchy monkey approach they are taking, for these and I'm sure other reasons.

There is evidently plenty of testing going on, so to make out it needs a hotshot sales person to come in and corner these gaming companies to close a deal, some of biggest companies in the world, is naive to the bigger picture. The product will be speaking for itself in testing.

To say none of these advisors or CEO's are closer is also a joke. They will have had to wear many hats in their time, including the hunter hat. I don't think bids need a slimy salesman at all. They have access to all major game publishers and are testing with over 35 as per the broker note. Patience is needed here. It is frustrating but I'm sure it will come when the time is right.

I think everybody knows where you’re coming from Girdz, it was just the repetitiveness of it, least from my part anyway, reading all the forums. I think you get that now anyway. No harm done. Here is to confirmed news on the games front soon.

GL with odx. I was in around 26 and out in the 60s but it seems to be coming back.

Fair enough. You answered my question that it is fomo keeping you here. So for all your contrarian views, you still believe there’s a decent chance this will come good eventually, otherwise you wouldn’t post and would cash in and cut your losses. Do you post as much on bb’s of your other shares as you do bids, just out of interest? That’s not a loaded Q btw, just curious.

For them to reiterate again the other day that they are still going to hit the 1.5 is promising to me that we’ll see game publishers announced in the next month or two. And that growth rate if they do hit is going to put bids on a lot of investors radars, regardless of what happened last year. You don’t sound convinced that they’ll hit the number but would be suicide for them to keep reiterating it, in 3 RNSs now I believe.

Also I didn’t see any high fives, just a lot of people saying it was inline with expectations and what was expected. They’d already said not significant but better than 2019.

Why continue to hold a company you have such a low opinion of girdz. Surely there are companies out there you fancy to get your money back with, if you cash out here. Reading your messages you don’t seem to believe they’ll meet the £1.5m so why not cash in now instead of at 1p when they miss revenue again? Must be fomo alone that keeps you invested here based on your posts.

It could also be that yes. I think what JW was referring to was likely the piece around measurement of impression in an open world game, in terms of problems or delays in the tech, although could be wrong on that. They haven't actually cracked that one yet still I believe, so you could be right.

If they have cracked the measurement in Open World, which there have been some hints that they have, not least having confirmed they have built out their own Open World testing area, then it may be that this triggers the game publisher confirmation that triggers the ad spend.

Jilson - my guess is the £10m contract needs more games to trigger the spend. They don't have the volume of DAU's or variety in the demographic of DAU's for that spend to be triggered currently, with they games they are currently confirmed to be in. Could be wrong but that is my guess.

Roley, interesting but I'd guess revenues slighter flatter than you suggest for Jan - March, then likely more of an uptick when lockdown hit, as per the 260% increase in inbound enquires. Presumably there has also recently been a slight uptick in revenue again with the IAB Gold confirmation, now being available to more media planners.

What was the question warrantwatcher?

As a shareholder, it pleases me to hear this argument lootgaloot because I think you are misreading what Codemasters are doing. They are securing more of the rights for ingame ads from F1 so they can more freely do as they please. Namely the freedom to sell the Ad inventory via a fully functioning programmatic marketplace.

Rio - yes I saw that talk also. I thought the F1 guy spoke very well. Historically there is no doubt that this were the case, but this Codemasters deal opens that up. The way I read that RNS from Codemasters was that Codemasters would pay more upfront than previously + the compounded growth of 12% in exchange for having more freedom to do what they like with the ad inventory of the F1 game.

As martb says, whether this involved bids or not remains to be seen. But there is much more of a chance of bids being involved with Codemasters owning more of the advertising space than they did before this deal.

So to sum up, this is a positive for bids, because it increases the likelyhood they will be involved compared to previously.

Codemasters are simply paying a premium to take ownership of the advertising space. At the moment FOM own this, but Codemasters now want it and are paying upfront for it.

Probably because they know the ad revenue coming down the pipe is much more lucrative than it has been in previous years (due to bidstack).

Nail and head martbmth. My thoughts entirely, well put.

For instance, would it not wipe out the demand for a vaccine, with the millions that will likely test positive?

Even want an accurate antibody test? That is the question I am asking myself. And I'm not talking about the uk govt. I'm talking about the real powers in all of this. WHO, Gates Foundation etc. I hold btw.

It would seem a big ask 100x revenue but all the jigsaw pieces aren’t in place yet. They need IAB Gold, bigger games and the ad inventory available on a much larger automated marketplace. They aren’t there yet.

Based on where they are now, 100 times revenue seems impossible, but they have been throwing all their resource towards this long term strategy. Only time will tell if they execute on their plan but it has always been a methodical one.

They repeated in RNSs twice in the last week they are on course for end of year target, so let’s see.

Correct mart. I think the balance of discussion was around what type of fund raise we were going to see, not if there would be one. It was obvious to anyone following the company there would be one. Some thought there would be one a good 2 months + before it came. Plenty of discussion on bidlievers around the fund raise, look yourselves to see the evidence. We’re all shareholders there so why wouldn’t we discuss it? I think the annoying thing is when folk appear from nowhere and start discussing things with a heavily negative slant on it.

I wasn’t happy with the 4p valuation but then Directors £200k and hopefully other employees also taken some, so not all bad. We’ll have to see if any TR1s appear over the next week or so. Let’s hope so as if not, I’ll admit, doesn’t look great if not being able to attract any institutional investment.

And agree fully with Girdz, they need to deliver in H2 this year. No more excuses or deals that were close but didn’t come off etc. We’ll be in the sub pennies if we see a repeat of Q3 and 4 of last year. They will be fully aware of that though I’m sure.

If they sell any more in Sept bottzup you wouldn’t consider that to be a massive red flag?

Agree Directors selling early is not ideal, however small the amount in relation to their holding. They have been punished for it in terms of sentiment and the current sp.

Revenue does build BUT all the jigsaw pieces are not in place yet. This is a new ad category and people seem to forget that. There is not an off the shelf product or solution or blueprint that bidstack have been able to use. They have created the blueprint, or are in the process of creating the blueprint. You need all the jigsaw pieces in place to unlock the frictionless scale. They aren't there yet. And revenue has been building anyway, as H1 figures will be greater than 2019, as stated in the TU.

They have also said they didn't want to sign up big game publishers until all these jigsaw pieces are in place. We are not far away from that now imo. Sellers have dried up. Who knows what mcap this will be in 12 months time. My guess is £250m+ but that is my guess DYOR

All true warrantwatcher. They have repeatedly said revenues will be significantly H2 weighted, so we've got alittle longer to wait and see on that front. If bigger campaigns will be running, in more games, then hopefully ads won't be too difficult to spot on mass.