Member Info for roleybirkin

and CPM quoted by Bids to a business I introduced was £15...
I gather they are negotiable down but do not seem too flexible. In fact Bids did not respond to a counter offer around £5 CPM.

Holdlong - for your calculation on Bidlievers you suggested I said 50,000 DAU's for Dirt?
The 50,000 is for Grid
Dirt has around 450,000 so a fair bit higher

The global markets are in a bit of turmoil. Human nature to sell stocks where you sit in profit and hunker down.
Nothing unusual in NCYT being hit hard and more to come in my view.

I am thinking, given current global market conditions, that stocks like Hemo will get hurt more than most.
For me, we may well see a bottom at 5p if the markets continue to stay weak.

That’s what you want me to say... but unfortunately not true Holdlong...

Apols, I put numbers for Dirt 2 under Dirt 5... Dirt 5 is 6th Nov.

Holdlong,
I don’t need Bids to get to game publisher DAU’s.
Simply contacts in the industry.

I missed
FM19/20 - (450,000 plus DAU’s currently as tweeted by Miles a couple of weeks ago)

Building nicely.... takes my guesstimate to 2.8m...

It is scenario 2...
Sleep well

Fund Managers have to sell for a number of reasons.
The obvious will be mandate criteria struck on behalf of the fund.
May be specified that no one stock or no one sestor can have a weighting above 10%....
Funds work on very specific criteria and a stock like ncyt has risen so quickly it may well hit breaks and the fund manager is forced to lower his holding.
Risk management and control is very strict.

dreammachine asks on bidlievers. Hope okay to post here?

sectornitad responds - I would have thought we are pretty close:

FM 19/20 -
Dirt Rally 2
Grid - (very low playing numbers - 50,000 DAU's - live)
Dirt 5 - (good numbers - around 450,000 DAU's - live)
Soccer Cup 20 - (850,000 DAU's - live light and growing)
RealCricket20 - (650,000 pre Covid - around 850k since March - 1m across IPL - Going live in November)
Dirt Trackin (assuming it is Bids) - (not confirmed as yet)
Hyper Scape - (NOT LIVE - may be live in December - Zero for now)
UFC3/UFC4 - (good numbers but needs confirmation)
NHL - (big numbers but needs confirmation)

I have added the numbers I know/have been advised in brackets alongside...

I estimate 2.35m DAU's into November but will grow quickly into New Year and Q1.

Bidstack have estimated that 5.5m DAU's has the opportunity to deliver up to £1m in revenues per month. All about that impression rate and it has been as low as 5%. My guess is it may be closer to 10% plus currently so again growing and will grow quickly into Q1.

Obviously all just my thoughts.

Extension of CDX

I believe there is only two MM's in KR1 and they are rather wide spreads
Basically one is 13 - 15 in 20,000 and the other currently 13.5 - 15.5 also in 20,000 shares.
No liquidity and too wide a spread to encourage investors.
It's funny. I know Alasdair Haynes very well. Alasdair founded Aquis and the Aquis exchange offering to actually try and solve these problems but it is not working.
Time to be patient.

Correct KTRB.
Berenberg on the offer all morning and currently 25p offered on SETS and 24.82 offered on the RSP.

I agree Joe, it looks like the rise is being sold into, but what we cannot see is any orders being worked by the MM's that have yet to print?

City rumour this am is that GFinity and Guild Esports may be talking partnership or even merger.
Bringing Beckham and Redknapp together???
Makes some sense if you are Guild as Guild have zero in place. This buys them overnight revenue and a business about to move into profitability.

What the MM’s open at tomorrow doesn’t change my thinking of the company mid to long term.
I am holding and will buy more on any dips.
Just catching up on the weekend posts and I am interested to see what the market makes of the 80% fall late on in Biondvax after the market close...
Will they call ORPH down?

Any best guesses.
I would suggest down at 23.5p to start...

Thanks Mr.Flibbles.
I know Baillie Gifford very well indeed. Dealt for them many times.
I will have a close look at GROW.

Good RNS last Thursday, but the share price seems relatively flat at 65p.
Company states that a further trading update will be delivered early November.
Will the revenue forecast be increased for the current year?

Two delayed prints of 1,000,000 shares bought yesterday afternoon.
Someone knows...