Member Info for Oil_invetor

What’s the cash position here?

Will the revenue miss for 2023 give them any issues?

Did I see recently that someone has a spreadsheet calculating cash flows on the gas, oil and NGLs?

What price does the company get for NGLs?

The institutional shareholding coming onboard with a large percentage will add some governance and they will need to be consulted going forward.

It’s a great change and will mean the company starts being run properly, rather than just by David.

The future is looking extremely bright for LVCG.

Looks like local issues are escalating.

From the Loreto regional government:

https://www.facebook.com/194784984487857/posts/972920816674266

‘4: At this time, there is a risk of confrontation resulting in death in the community of Brittany-Lot 95.’

Also operations at Station No.1 may be paralysed again:

https://proycontra.com.pe/construccion-de-local-en-saramurillo-paralizada/

‘Faced with this situation, the population is upset and gave a deadline for the representatives of the institutions that signed the agreement to approach the area until March 6. Otherwise, operations at Station No. 1 would be paralyzed.’

About 3 minutes in!

https://youtu.be/MFb3FWneeIM

Just the start of what we can expect when the deal officially starts next week.

Great work winorhino.

So that proves that Azerion are involved in the Coke ads.

As you say, the URL includes 360yield.com, owned by improvedigital.com which is an Azerion company.

Bidstack launched clickable in-menu ads late last year.

These have the huge benefit of being able to link into existing programatic exchanges for clickable display ads.

https://www.bidstack.com/news/bidstack-news/bidstack-launches-new-in-menu-ad-format/

Actually the Bidstack redirect is still there, it’s just very quick.

The Coke ad in the darts game in a clickable ad that takes you to the Coke website. They’ve changed it now but it was briefly showing a Bidstack redirect page before going to the Coke page. So definitely Bidstack.

Also, the Coke campaign is running in two different Bidstack games from different developers.

https://twitter.com/henrysundayhere/status/1496114233137893379?s=21

Once they get to seamless signup for mobile games, then they should see further margin improvements as loads of smaller games sign up.

Up to 50% margin for smaller developers according to Cenkos.

There are often multiple layers involved in the digital ad chain, especially with programatic advertising.

Of course Azerion will get a cut.

Bidstack’s gross margin improved to over 30% in 2021 and they stated that the improvement was expected to continue in 2022.

To be clear, Bidstack will still have access to all of the major ad agencies (Dentsu, WPP, Omnicom, Publicis etc), just through Azerion.

Azerion work with all of these agencies plus lots more. They work with 300,000 advertisers and agencies.

The deals keeps access to all the agencies and effectively supercharges Bidstack’s sales team.

Looks cash cash is super tight.

Presentation on Monday. They raised a week after the last presentation!

We don’t know the exact number of games each IGA company has. The best thing we can go on for live games is the sellers.json page for each company.

It’s a requirement to list all games that ads are being served into. (Although they can be shown anonymously.)

Bidstack looks to be adding games quickest lately. Far more than Adverty and has now caught up with Anzu:

Sellers.json:

Admix: 95
Adverty: 29
Anzu: 78
Bidstack: 78

Bidstack jumped a lot with the AAA announcement so will have high quality games too.

The fans would get their money back if the concert was cancelled due to Covid.

It’s LVCG and the other organisers that would lose money. Would be disastrous for LVCG.

From the Cenkos note after the raise.

‘We estimate that this funding round will sufficiently finance the business through FY21E and FY22E based on current revenue forecasts and possibly through the profitability inflection point depending on the pace of revenue growth.’

And this was before the AAA and Azerion contracts!

I think this is all factored into the Cenkos forecast.

By far Bidstack’s largest cost is Staff Cost. I think developing a new platform will largely be the time of technical staff, which they already have. The core tech stack is developed so I assume their time will be spent on other technical developments, like the new platform.

They are forecast ending 2022 with £2.4m,
In cash, after meeting all costs.