Member Info for share4

DDR what are you on about. The exchange for exclusivity is Azerion going out and getting volume on the platform. You worry about placings, we would have had to have a large placing to get the sales reach Azerion has. A 2 year deal to drive volume to the platform gives us the better end of the deal.

I don't understand why you're investing here if you're so negative.

To summarise what you're saying DRB

Oh we're not collecting money this is bad

But I'm just going to ignore the fact that we're not paying the game companies within 30 days either and this is how its been done for years. Now that the receivables are finally above the payables this is bad, yeah bad, placing, low bank balance omg

Funny DRB you seem to keep banging on about trade receivables and how they could cause an issue bla bla, while ignoring the level of accruals in the payables. You do understand that people make deals with each other outside of pay us within 30 days don't you?

Yeah it does matter because you're stating there's something odd about the accruals, which is based on what? How are payments made to and from an advertising platform? You seem to think we're a building firm.

Girdz, back in May you stated:

"Only a couple of months now till the annual fund raise to cover OPEX.
No money coming through the door here at the minute.
been hardly any ads, and azerion deal not implement. "

Where's the fundraise then? How come there's 2 million of revenue given that there's no money coming through the door, hardly any ads and no Azerion deal?

Muppet.

Here's a challenging observation for you, how does a technology platform collect money via it's partners and pay the game companies it takes space from? Seeing as you have drawn a conclusion that billing appears to operate in a non--complex way I await your precise knowledge of how this takes place.

Monthly outgoings of 1m eh? Don't the payables mean we're shelling out almost 3m a month according to your logic that trade has a 30 day limit then?

I generally stay away from these kind of shares, but the quality of debate here persuaded me to look into this share further and I ended up buying in early Friday, which appears to be good timing.

Sorry not biggest, one of the biggest...

Sienna, I didn't say that, the biggesst investor in VAL said that, read the post again.

Bit irrational Sienna, I wouldn't try to short a small illiquid stock like this but each to their own.

VAL looks undervalued and has been moving up and down on no news for the last week or so, I got some at 11.2 earlier today. One of the declared VAL investors (Slater) posting as "Viera" posted the following:

I looked at both Val and pyc when both were 7p a while back
I concluded pyc was worth about 3p and Val 80p so I bought Val (should’ve shorted pyc !!)
Also there are a lot of desperate bulls in PYC who end up cross ramping which is a huge desperation signal.
I wouldn’t touch pyc with a barge pole

an annoyance? bitter? strange logic that. are the people who were pumping this at 40p not annoying, and now bitter...?

Where allbran et al have gone wrong is they failed to recognise the business is underpinned by the scale of the Azerion deal, regardless of everything else they have developed a huge amount of value from the volume going through the platform. This comment about everyone else being at it really is ironic, because this actually demonstrates how much BIDS have managed to distinguish themselves in this market.

The predictions of 1.7p etc. haven't come to light, the stock has held up in the worst market in recent history. They've lost and lost badly, now making themselves look childish with these sour grapes.

Nevermind baserite, at least VAL and PYC are doing really well....

allbran i've already made too much from this to have my pants pulled down. didn't go short? so you are a fantasy trader?

hows the short going allbran?

congrats basey only 4p down from when you started buying after selling out for a loss now lol

The charts say allbrans short to 1.6p is not going so well

Goldman going bearish I think would impact, people selling out of copper miners