Member Info for Jimmy_Stocks

Pascha - be gone from here mate or I will start trolling your baby ;)

Read between the lines? You’ll have to elaborate there. Plenty of red flags in certain other stocks, if that’s what you’re referring to.

Anyway it’s by the by. Would a bids holder come onto another stock bb after results released, saying move your money here, and not expect to get stick?

Your baby is due results soon I believe. All eyes on the revenues

You must be a big hitter pascha, to be able to get an audience with James like that. I have a fair bit invested here and thought I might just turn up at the offices myself for a chat with him. He seems genuine to me but who knows, maybe I’m being duped. I did/do plan to come back to company we shall not mention, having followed that and VR closely over the past 18 months.

Luckily I started investing here at 6p but did add several times in the 20s, along the backdrop of positive news and a falling sp. I should have known better, like you say.

Hello Pascha you rascal :p I saw your posts and mine were removed before. Have been out all day so just seen.

The key in the short term is more games signing up. Agencies cannot spend 'up to £10m' on 3 games. As it says in the RNS, agencies need to be able to target a wider demographic with their spending. Now (some of) these game publishers have been in testing since imo middle part of last year. I believe they will announce at least one big game publisher, i.e. Ubisoft, Activision or EA before the inevitable placing.

Once more games are announced, this will imo trigger more agency deals.

I am holding and nothing has changed with what was announced today. It is high risk high reward, blue sky potential and very early in the story. No different to your baby that we shall not mention :)

Good post Hived.

Amongst all the negativity today and all the crows coming out saying I told you so, if you are following the story closely, then none of the update should have been a surprise.

£500k cash burn was estimated by moneygen on the other channel. It seemed like a fair estimate to me and has been proved correct.

They said in Dec update that revenues were 'insignificant', and so it comes to pass today that revenues are insignificant.

I get the frustration around JD ramping (and then him and Fran selling shares), and I definitely do think they need to be held accountable in terms of expenses, regardless of today's update or not.

If they are not flying cattle class and staying in a reasonable hotel whilst in Singapore, Vegas, China etc, then this is wrong and they should feel very guilty about doing that on shareholders money.

How do we do hold them accountable for this however? We don't even know if they are indeed taking the pish but by my reckoning, total salaries per month can be no more than £250k. So where is the other £250k going?

Mike, what part of the update did you not expect?

They said in Dec revs were insignificant. Cash burn takes us through Q1 with time for games to be announced, along hopefully with some more news and forward guidance before the placing.

Yatak, Mniy has made some good posts and you are contributing to these being knocked off the top page by constant replies to the low life's with nothing better to do. Just put them on filter and stop giving them oxygen.

Thanks very much for the reply.

I got the same sentiment from his podcasts, but obviously there is no substitute to meeting somebody face to face, so glad to hear you share those sentiments after meeting him and the team.

I will be derisking when I get chance as I have pretty much 100% of my investment pot in here. Have only been investing around 2 1/2 years, and so a rookie mistake to go overboard. Lesson learned as it is not worth the worry. Big prize up for grabs as you say, even if they even half make it. but I think I was guilty of not understanding the risks and downside also.

Hopefully we have some news of Games publishers that I think could trigger a dominos affect for other news. Just a theory but I think the Plan A upfront revenue deal that didn't get over line last year, it makes sense to me that this deal hinged on more games being signed up and available, and that those games were/are still in testing.

Mniy good posts, thanks for your thoughts.

What are your reasons for trusting JD if you don't mind me asking? And has your trust diminished at all over the past Q4 and so far this year?

I also trusted him, and it was 1 of the reasons I am overexposed in this stock. That trust has obviously taken a huge dent over the past 3-4 months for me.

Good for you bob. You and mystic meg would make a great double act.

Nobody knows where the sp is going bob. Thought you’d have left off with the crystal ball predictions, given your track record.

I am expecting a broker note, as per JD's comment on 'needing to guide the market on routes to victory in early Jan.'

Like many folk, and at a risk of repeating, I am surprised we are 28th Jan and still nothing.

Come on JD, put the white toast down for one blinking minute and remember you still have shareholders who have invested their hard earned in you.

Jesus wept

Pure speculation but do people think the hold up with this upfront deal is the agency is waiting for more games? And those games are still in testing, and this is taking much longer than JD and bids first thought?

JD did say the 2 will go hand in hand. I’m thinking maybe that deal was already signed on the agency side, subject to bigger games being onboard for ads to run through.

Just filter them out, biting back gives them oxygen. They’ll soon get bored talking to themselves (unless their name is Aiden). I’ve got about 6-7 on filter. Keeps out the tittle tattle he said she said drivel. Amazing that grown people spend that much time on a bb of a share they don’t own. Cor blimey indeed

Fair points tredcareful. They have said previously they were mindful of signing up games too early, and having too much inventory too early, which would lead to disappointment from the Game developers. I think Q1/Q2 as they have said, we are surely going to see more games signed now. It seems they are not too far away from having ducks in a row, for new games to now start being introduced.

The big question is what games will be signed. I am hoping for obviously one of the big guns; EA, Ubisoft or Activision Blizzard. I think some mobile, free to play stuff would be really welcome also, and could prove bigger money spinners in the long run than the AAA games. All the oldies playing farmville, candy crush etc, any game like this please bidstack.

On another note - where is this guidance? Early Jan was stated....come on James unleash the beast.

Why care so much what others think on an anonymous bb though, that you try and paint a persona of nice old man that keeps getting found out by his own behaviour. Very odd. Just be yourself, stop pretending

Bob your posting history indicates you were very bullish until the TU. Started to sell at 18p? My beard is itching...

Intrepid first it was the ads don’t work, now you’re questioning the 300k deal, what will it be next?

My understanding of the 300k deal was based on the deals going through smaller DSPs (advocet and can’t remember the other one). When bids targeted global frictionless scale, the bigger DSPs (trade desk) require a lot more testing and QA, this is where time and resources have been spent. That is my understanding, may have got it wrong, or even better somebody can probably explain it better.

To go shouting about fraud and JD misleading people when you evidently don’t fully understand the full picture here (based on your previous posts), I wonder what your agenda is. Skiing holiday lol

Themis I'd say your list is reasonable, but not in January alone! I think if all of that drops this year then shareholders should be happy with the progress.