Member Info for personA

Yes, i too would like to see this toned down in order for some logic to prevail, anyone else reading want to come out to request a bit of a truce? Surely debating facts to and fro is better than b-itch slapping in the playground, serves no real purpose.

I am waiting it out for single digit entry (punt) if not happy to enter higher on concrete info.

Cheers all, think I will do more research before making my mind up, but do appreciate all input.
Might even have to start gaming again myself!

wilson63, yes fully understand that. I am 40(ish) now and used to be an avid gamer also studied advertising for four years then worked in the industry for a while. I have four children now and have run the model past them to mixed response.
Maybe its because of this i question it, as i know when i am being sold to and know when i want(ed) my full heightened concentration to be undisturbed.
I admit to buying into this in the teens and selling out on the profit warning day. Now I am considering buying back in.
My assessment process has changed and become a bit more scrutinising due to this is all. Cheers.

Skint stoned students will choose the ads whilst wealthier purists could (still may not) choose without.
Thank you for debate, I admit to being unsure to pose the question as I can see passion is running high on here, which is only natural.

Running two options of the game with or without ads (stadia download) would have both bases covered and I could see being well received by gamers.

The affordability to third world countries is something I hadn't thought of. V.interesting.

I have been following this story, and am keen to see it play out, hoping for a good future return, however I have a niggle, please could you give me you opinion if this view is founded or unfounded.

The big hits (views) that can generate big bucks come from the big games i think is true to say.
Does anyone here truly think the big games that are already generating their own massive income just from being one of the big ones would also be willing to jeopardise player experience and their reputation by having adverts in them which could lead to players being put off not to mention the real life equivalent sports games already having their own paid up sponsors and would expect their brand to be in their naturally or at least not a competing brand, like F1 sponsors or football club sponsors and any extreme sports sponsors or the like.
I can see the model working now as is, and for more equivalent games but just cant see the big names risking their brands for a more money when they are worth millions already.

Equate it to product placement in films, back in the 80's it was the done thing even in top movies, however that soon petered out with the realisation the it detracted from the experience, and is although still used, it is to a much lesser extent and on films that are not box office smashes.
You would never and don't get it in top films now, b and c list films/games that need to bump their revenue yes.
I would like to invite opinion please not abuse, please note i am not saying I think this, just posing the thought as it has always bugged me with this model.

Stuttering, pauses and ums and errs, sounds like a nervous and carful speech trying to be upbeat.
knew 80% of what he said already.
Bags of wool need to be replaced with some poured concrete before the savvy masses return.

Cool Girdz, no bother, have a good weekend.

Don't give up Girdz, read it all.

Revenue is not profit guys its turnover, if we knew what the split was then that would be reassuring, say its 20% bids 80% game
which i think is reasonable speculation.
If they were able to squeeze the max ads into their existing inventory of games then that would be £2m per annum to bids, material uplift yes,but...to hit their 2019 target in 2020 (does anyone have the brokers note info handy on the 2020 revenue forecast was?)they would need another 2.5 deals more to achieve this.
An expansion in their games inventory is really what we need for take off, its no good have a 10 million posters with only 4 billboards to paste them onto.

Possible share price lifts in 2020: New game agreements, new agency agreements and healthy six month interims (these will be the smoking gun of success or the gun to end it.

Possible share price falls in 2020: F.C.A investigation, publishing of 2019 full figures, even though we know they're bad they will still knock the share price, people know this, so expect a bit of a sell off beforehand. A lack of new games (a biggy and a worry to me) more insider selling. And of course a possible placing which I hate to say it and i'm not saying it off the cuff but I think there will be in the 1st quarter, as their staffing, consulting and expenses are obviously quite high and cash has been burning. Are they able to get enough profit in to cover everything before the next expansion, i think not unfortunately.
I am neither trying to be positive or negative just an assessment

This reads to me...We have had the f.c.a contact us and an investigation is starting so we will release another statement hoping it will appease the early probe and not lead to more digging.
Of course yet again j.d has fluffed it and will only draw even more attention to dig into the dirty dealing, seeming incompetent will not make regulators let this go, it is blatant manipulation.
'if', revenue gained, it will be classed as such then only to have expenses taken off, i.e. commission to game developers.

He strikes me as acting cool on the surface but look under water and his legs are panicking trying desperately to appease p.i, staff, f.c.a, potential clients and hoping and praying that he lands a new contract (not agreement).
Still 50/50 to me but not feeling he even knows where the helm is.

This sounds like the legal department has been asked by the regulators for clarification

I am drafting a long detailed letter about this whole saga, i truly believe there must be some recourse for us.
If anyone else thinks so too, please share email address and follow suit.
Enmass surely this will get looked into.
Please message, market.abuse@fca.org.uk

I'm with you there, I get the feeling that with no new contracts 2nd half revenue will the same as 1st half or even worse i.e.
"not considerable"
And that will have to be reported, and when it does, another slump, drop, drift or just a plain carcrash.
So gutted for all, but not the tit at the top zero sympathy there.

why the f@@k would you let it drift so much then kick in the balls when your down.
I was way to over exposed on this, need to try and explain to the family that all our money is gone.
Merry christmas J.D.

I'll dib 18.5

Would it be either illegal or immoral or just plain clever for a ceo to engineer a share price drift then buy in himself i.e a christmas present for himself? I've been watching this and get the feeling that the next update will be a director buy in.

yep that is certainly clear, this is horrible to watch. whats the chances that once it hits single figures there will be a certain ceo buying in with his new found wealth, it almost feels like news is being held back in order for that play or am i being paranoid?

Holy crap! its actually started to happen, well done holders, and yes thanks to zen as after selling my large holding i bought back in, albeit with a much smaller stake.
Well done Faron, Zen and all who believed. Sky is the limit now.
Caliber, clevegen partner and now traumakine partner for future.