Member Info for Jimmy_Stocks

https://techcrunch.com/2020/01/06/three-years-later-sony-is-still-hitting-sales-milestones-for-its-vr-headset/?guccounter=1&guce_referrer=aHR0cHM6Ly90LmNvL3d1QTI5dFZYT04_YW1wPTE&guce_referrer_sig=AQAAAES8p9rgXVztDUebY0wt2c4oDN4M_UzOLcmUe5tzsyZEk_FunuJs_9muRoxMtiAVIPtk1OlEtzbND52mXO4juvT7r5297f96LAYmfXpF2TcQsoXLh5HIxW0iQusj4mZpZmJPh-snQ3DuI9lmoEg3Ny-eqAt9Br0C6R8hTtjtrmIK

Not sure anybody had seen this but 5m sales for PSVR, does make you wonder why they didn't pursue this route. Far and away VR's biggest success story, the PSVR. It will take at least 3 years for Oculus to catch up to PSVR numbers imo, and that is being optimist for Oculus. Oculus will likely have a gen2 headset out in 3 years, but so hopefully will PS to compliment the PS5.

Why not release the old catalogue on PSVR and monetise the 500 odd acts they used to shout about:? And if it is not good enough quality and might put the end user off, then why did they continue to record so much of it?

Sorry Buzz, I had it on the view where you only see the convo you're replying to. Duly noted for future!

Yes indeed, as per the RNS.

The video Moneygen posted though, I was just commenting that isn't necessarily part of the agency x contract, and could be more test spend with another agency.

I assumed alot of things last year in relation to revenues. Won't be doing the same this year. Unless of course I am missing something?

Great video Moneygenxyz. Do we think they will confirm via RNS when the Milestone Contract has officially gone live and is generating real time revenues, or did the RNS released 19th Dec already confirm this by stating the contract goes live 1/1/2020?

I guess the problem is, we don't know if these videos we see are still test spends with another agency or whether they are part of this Milestone Contract. It would be great to get confirmation, even if via LinkedIn.

Count I am trying to engage and understand others point of view, asking for explanations etc of peoples positions. You should try it

And just to add, if bidstack inventory works for clients and agencies and their brands are happy with the numbers that are reported back, then of course they are going to want to spend more. If it doesn't, and numbers are not impressive, then the total spend will be lower. So bids will live or die ultimately by the effectiveness of their product.

I don't believe this 'Milestone deal' is some great conspiracy or mates rates rns as some have put it. This is how these trade agreements are laid out in the advertising world. It is a shame that the way news flow panned out, that the significance of the deal has been lost, but hopefully JD has learnt his lesson in a number of areas with regard to comms to the market.

Intrepid - do you not think they will try to get the sp up from here with some good news before raising? A few possible potential RNSs as I see it:

1. New game announcements
2. A broker note giving the future guidance JD spoke about on podcast
3. More partnerships with agencies
4. Get the upfront revenue deal that they were unable to get over the line last year.

To say you're certain there will be a placing - what if this upfront revenue deal lands? I agree that a placing is likely this year, as really meaningful revenues are likely to be Q3/Q4 imo. But to raise when sentiment is so low, when current cash position should see them comfortably through Q1, that doesn't make any sense to me. I'm all ears why you think otherwise though, you don't sound like an idiot.

I would also comment that calling it a zero hour contract is putting a negative spin on it, and you're showing your hand alittle there. It is a fact that this is the first ever trade agreement in this new ad category, and that meaningful revenues can now start bearing fruit with this TA and that it will get easier to do these deals now this first one is over the line.

JD said on the podcast that this is how these type of trade deals are detailed, and that anybody that works in advertising would know that. He also said it is normal for these type of deals, that it is in all parties interests for the spend to be as high as possible. Again this will be able to be verified by anybody that works in advertising and has navigated these type of deals. Do you think he would come on a podcast and comment on things around the advertising world like the 2 comments above, if they were not true?

I think there are some people here deliberately clogging it up with their hyperbolic bull****e. Possibly paid for services. Clearly no position in bids, so why else would they be here?
Some here clogging it up because they are bitter and sold after the TU. Keeping an eye because they will jump back in when sentiment changes.
Others just getting involved in he said she said, and squabbling back and forth. Just hit the filter button?
This board is only going to get better when positive newsflow arrives. I think I'll take a break until then. Peace be the journey folks

Or any of Tred’s recent posts?

Smithers how come you chose to critic Count, and not any of Mart’s post?

Bob embarrassed himself in the Twitter group and left before he was booted. Looks like the same happening again here

Should add to that, hit send by accident, the delicate nature of inserting adverts in games and not upsetting gamers, JD and Fran’s approach regarding this part is what impressed Derek Wise

I think just to add, yes these gaming companies are massive, but they will still be under pressure to grow further. EA and Activision Blizzard will be no different. Derek Wise commented this was 1 of the things that impressed him most with JD and Fran, they didn’t want to compromise the gaming experience in any way.

Must be gutting to have sold and cut your losses after the TU. To be posting on a share you’ve sold out of on a daily basis, must be really niggling these folk. Just buy back and relax, going to be a busy Q1. Or just forget bidstack and move on.

£6m as of June. Placing not guaranteed. Nobody knows what the cash burn is. Staff incentivised with shares. Nearly half the team are Latvia based, not renowned for massive salaries. Upfront revenue deal still on the table, could drop at any time. Why wouldn’t agencies/brands not want to be visible in gaming?

To see this Syngeon and others repeatedly trying to beat down somebody who is clearly not too experienced in investing, what is wrong with you, seriously? Coming on a bb of a share you aren't even invested in, repeating yourself over and over with endless drivel that only you find amusing.

Seriously wake up and get a life, loser.

Lots of sour grapes from investors that bailed after the TU. I would likely feel the same if I’d sold.

I agree timing of RNSs very poor but if you think bidstack is smoke and mirrors, it is worth trawling through comments on LinkedIn over the past couple of months. Professionals at massive ad agencies liking posts and making comments. These relationships exist.

RE margins, as somebody posted on here recently, 2018 accounts showed revenue minus cost of sales = 24%. This wasn’t programmatic though. Bids also stated in a podcast that the Pubguard integration enabled more targeted ads and therefore a higher CPM.

Bids will also be the custodian of a growing amount of first-party data, on a historically hard to reach demographic. This data could prove very valuable in the long run, aside from all the debate about revenues.

Indeed Fursake. So what do you think are the main risks in your opinion?

I think personally the measurability piece that Derek Wise alluded to in his podcast interview is a biggie. Big brands will not spend the big bucks without that it seems. They need to be able to measure it and report back on effectiveness, at scale. With no template to go off, this is imo what alot of the work being done this year will have been going into.

Maybe they have reached a point where the likes of Dentsu are happy, but it just hasn't been announced yet. Based on what DW said though, I don't think they were there yet. It will be the type of thing that if bids achieve it and it gets RNS'd, the market will completely undervalue the significance of it imo, but it will be the big official step forward in creating this net new ad category.

Interesting theory Yogi. Isn't Pubguard part of bidstack group plc now though?

Fursake, can't disagree with any of that. Although you have excelled yourself in stating the blinking obvious.

Title of your thread was 'Brace yourself'. You say the risk here is 'colossal'. I was just hoping to hear your thoughts on what you view as main risks/timeframes with this share.

You said any company on AIM could go bust tomorrow. On a bidstack message board, I am assumed you are including bids in this. I'm also assumed from your message that you were lumping every AIM company in the same risk category, based on your message, which I disagree with.

Fursake sorry but seeing your last few posts, totally disagree.

‘If you wouldn’t add more shares then you should sell’ - disagree

Your blanket statement below about greater chance of going bust just because you’re on aim - disagree

What scenario and timeframe do you see bidstack going bust? Or was it just a baseless blanket statement?

Look at Monster Inc and the progress that company made a good few years ago now. Bidstack have a good number of things in their favour compared to that company. Making out all companies are equal risk that are listed on aim is just total drivel.

I would guess the big fish in Asia (Tencent) already knows plenty about Bidstack.