Member Info for Jimmy_Stocks

And then we have Codemasters. Signing a deal with F1 that gives it more rights over sponsorship/advertising....until 2025. Hmmmm

Agree moneygen. I think that is what they are working on, employing sales staff to bring the brands in and up the fill rates.

Hopefully when the updated broker note comes, we see the full extent of FM earnings potential.

I could be wrong but I don’t think Stadia has been announced when that article was written detailing the £90m. Not to mention FM now on Nintendo Switch, going live in China as of 10th Dec. Numbers there really could dwarf anything else to date on any console / pc.

Together with the accumulation of previous FM titles. FM19 still gets big numbers, even though FM20 is out. By the time FM22 gets released, bids will be earning from FM19, 20 and 21 from the SI agreement.

Calling Mniy - Is the group of shareholders you mentioned open for newcomers? I'm not a massive whale but holding approx. 850,000 shares.

Girdz - we are seeing the live ads though, so we do know.

James has said it's heads down, executing on previous work.

I am dangerously skirting around the fanboy territory with my optimism during this news dry period we're in, but we are seeing adverts in real time. They are executing on (some) deals announced during Q3. Revs are coming in

I agree with alot of your sentiment Mart. JD set expectations high with comms earlier in the year, and I agree with you that he can still update without giving away sensitive info, doesn't need a blackout that is now killing momentum. I don't think any shareholder has ever wanted him to discuss anything that will help competitors anyway.

I also agree to a degree it is a gamble, but then we are now seeing adverts that appear to be targeted based on location of the user. He has said Trade Desk is live, and the SDK and Adconsole are up and running.

Also the following from the Interim results, under Operational Highlights - 'Generation of first true programmatic revenue following test spends with advertising clients at the end of the period'

So adding the above points together, we are now generating revenue imo. More importantly generating revenue that is now scaleable, which is what we are all here for.

JD also said the following in his statement - 'Q4 is all about execution on our previous work.' That seems to be what they are doing to me, serving adverts in games.

I will be scratching my head as much as anybody if we have no further news before Christmas, because of the 'winter break' comments, but we still are a couple of weeks away, and massively overdue an RNS. He has delivered on everything so far. I'm happy to discuss reasons why we should doubt him this time, but nothing has changed for me.

I agree, it is easy to start thinking negatively when the gap between news starts getting bigger. I'm still as confident as ever, even more so after seeing those Anzu adverts! It would be nice to get an update and not infringe on giving away sensitive info, but I think we have had that, with JD LinkedIn posts of the toast nibbling + telling us Trade Desk is now live.

RE game publishers, they changed strategy as per chairman statement. They didn't want to pile up inventory and disappoint game publishers, which makes sense to me. It is easy for the bears to call BS on this but looking at it objectively, why wouldn't these game publishers want Bids tech in their games, if it doesn't interrupt the game experience? Of course they would.

EA and Activision Blizzard were signed up to Massive Inc all those years ago. Why not again...

Yes Superjim, and like FM, the player base remains quite strong on older titles I imagine. I'm speculating but FM19 might be a bigger earner for Bids than say a newly released Grid or Dirt Rally for example.

Superjim - truebon F1 but I believe the extension of the agreement until 2025 includes Codemasters taking more control of the advertising and sponsorship opportunities, if I remember rightly.

That, like this Slightly Mad acquisition, might indicate Codemasters are getting their inventory lined up for what is going to be a very lucrative additional income for all - native in game advertising.

Thanks Moneygen. Really enjoy reading your posts and research on the other board. Much appreciated, thank you.

On another note - just reading a few inpatient messages on the boards and Twitter. I think JD's last update was that they had their heads down and 'were executing at speed'. Let them get on with it!

There was plenty of newsflow in Q3, and as he said Q4 would be 'go time'. Now it could be argued that 'go time' is adverts going live in our 4 AAA games. That is happening, as the list by Luke over at Advfn shows.

I think JD has very open and communicative with shareholders (maybe too open). Compared to some shares I've been previously invested in, where the CEO might as well be invisible, James Draper has been the opposite.

I am happy for them to crack on now, without the need for constant updates. They have my trust and I believe they are working round the clock on this massive undertaking.

Somebody on the other board kindly posted, a few months back, the track record of this TW and his cronies. It really was embarrassing.

Leaked placing = sacked broker = axe to grind

IMO

Roley sorry! Cheers Big

Good posts Riley. Agree penny is starting to drop, with the massive brands being spotted real time. I’m guessing Anzu would very much like to be where bids are now - in 4 AAA games.

Does anybody have a list of the brands spotted to date please?

Sorry Baking. Maybe I've misread and got you wrong. I agree ramping with no substance or reason is just a waste of everybody's time. There are some really good posts and research on here and the other side.

Haha Baking, every post a negative slant on it.

Trying to trade a stock like this, to try to gain a few more shares, is playing with fire.

Listened again just now to the JD Interim Results podcast -
****************************/articles/bidstack-live-company-group-savannah-petroleum-and-europa-metals-80df32c/

I know people are half expecting/hoping for more games to be announced but listening back to this podcast, I think we are 100% in testing with at least 1 big game publisher, and nailed on to announce before the end of the year IMO.

I also think the road map he lays out at the beginning could be the breadcrumbs he was referring to, that were possibly assisting competitors.

Girdz if you can't handle the heat, get out of the kitchen old son.

We don't know what CPM Bids will be charging. According to some figures out there, FM19 had an Ad inventory worth approx. £8m per month. So if we have FM19, FM20, Grid and Dirt Rally all up and running for the remaining 2 months of the year, with ads being sold across DSPs, I think £6m revenue in 2 months across those 4 titles is possible. Yes we are all guessing and trying to fill the blanks but based on the above, £3m per month across 4 AAA titles seems achievable to me.

On the subject of CPM, JD has stated in a podcast that data derived from Pubguard would allow them to charge a higher CPM.

Also I don't know the technicalities around accounting, but Dentsu aren't a charity. If they pay bidstack anything, it will surely be to deliver ads, so would be considered revenue. Not sure why Dentsu would just dump £6m on another company and not expect anything in return fairly immediately (or in a reasonable amount of payment days from the agreement).

Thanks for the link Roley. This 'State Share' is what I was talking about.

JD mentioned on another podcast they had several meetings with a platform owner during E3, and JD had made suggestions that this platform had not considered yet. Pure speculation on my part, but I think potentially that platform was Google, and JD's suggestions were relating to the secondary audience, and how Google are going to monetise this feature. Hopefully programmatically via bids tech!

So many blanks to fill for investors at this stage. The potential of this company is mind boggling.

Just to add, he does make it clear that they don't want to sit on too much real estate (new games) too quickly. He also says they have had lots of inbound enquires and their pipeline of game publishers had never been bigger.

So my guess is testing of more games is still ongoing and also that the time isn't yet right to unleash the 2 beasts that everybody is waiting for; Activision Blizzard and EA, both of which we have more than one strong link to.