Member Info for roleybirkin

Only really one asset in the portfolio.
Acuity Risk Management…
If you research ARM you will find a rather exciting investment.

Not sure why the concern on performance here, other than PI's naturally get nervous when a share price falls or in the case of KR1 it's holdings fall significantly.
If you believe in the digital market long term then KR1 gives you an experienced investment into a range of blockchain technology companies.
If you do not believe then this is unlikely an investment for you.
For me, I see a select range of tokens being significantly higher in 3 or 5 years time...

SI is a revenue stream in it's own right for a number of reasons....
SI had a great Q4.

No-one will kill a re-rate if a re-rate is deserved. Once the numbers for 2021 are known with hopefully a forward looking statement and guidance on revenues then investors can decide if this is truly a solid buy.
That will drive the valuation.

Agreed City. No rush. They will come when they have been agreed.

Reece, you suggest £100k a month would not justify an £11m market cap?

I would disagree as an ARR of £1.2m with a clear path of further growth and 9 times revenue is fair value.

Key is that growth is seen to continue.

Sorry you are being abused Emma.
As I said, cue the abuse...

I am with you Emma…
It is just an unsubstantiated tweet at this time.
And who is to say Azerion even asked for a copy of all signed agreements from Bidstack prior to entering into there particular contract?

Bidstack coming under increasing pressure to RNS the AAA publisher.

Cue the abuse for being rational…

Chatter on Telegram that the deal may be with
- The Adil Group

Nothing concrete but an interesting discussion.

Set up a Telegram group?

Agreed Auc1.
All about growing the MRR and subsequent ARR.
October we know is MRR of $83k so giving an ARR of $996k...
Looking forward to seeing an end December number and fingers crossed for solid growth.

and for GJB, I can make the introduction to Loose Women as I am close to one of the female leads.
It could actually be very good for Skin Club...

And here is your print MidasMac.
It printed on Aquis...

05-Jan-22 11:05:02 0.149 500,000 Sell* 0.14 0.17 745.00

Cameramatics goes from strength to strength with 2021 revenues up 167%.
Further growth expected across 2022 ...

CEO goes on to state-
“We had quite a few a crazy valuation acquisition offers during the year which also demonstrated the value of the business to our current investors and highlighted to them the potential size of the opportunity we have and how much their short-term investment had made for them,”

https://www.irishtimes.com/business/technology/cameramatics-to-raise-up-to-20m-as-valuation-soars-1.4766651

Unfortunately that 127k shares at 47p - £58k was a sell.
The RSP at 10.27am yesterday was 47.6 - 48.9 and hence the sale was put through at 47p....
This trade started the slow decline in share price as the day progressed.

Bottoms, what non disclosure agreement are you talking about?

Hi Backspace,
I have worked in games and esports since 2014 in one shape or another.
I have spoken to a variety of people at publishers, esports platforms, and fellow in-game ad companies
The consensus is this deal is categorically not EA as the AAA signed contract.

That would suggest it is another AAA publisher, albeit I would also suggest it is not an Activision, Konami or has a Ten Cent involvement, but there are many other AAA's out there.

I do not think the RNS was badly written in that you have to take the board of Bids on trust and assume that they were not in a position to name the AAA publisher but wanted to get the news into the market as it was clearly price sensitive.

I certainly feel there are two distinct contracts but that does not mean it could not be two independent sides of one business. My understanding is it is two companies.

Good luck with your investment. This is Bids chance to shine.

KR1 in the US are $1.35 - $1.48 - wide old spread as you would expect at the MM will flatten his position in London at the open tomorrow.

“Everyone thinks it’s EA Sports” - Research Talks

It is categorically not EA is my opinion...

NAV has moved up a little to 1.20p