Member Info for share4

Girdz
BIDS
Price: 27.25
Blatant deramper.
You don’t come on to a BB to do research.
Jog on. Nothing can stop the BIDS machine

Why should anyone trust what you say Girdz

The CEO of an early stage tech overselling the company... well there's a shocker. I guess he must have paid Oracle to give Bids a nod as one of the leaders in this field. Personally I don't need to "trust" him on what he says, I simply need to look at what the market and numbers are saying. I didn't trust him 3 years ago when this was puffed up to a ridiculous value to a load of people who didn't care about things like profit and revenue back then but seem to think they're relevant now.

Bought for the bounce in the 0.7s, numbers looked shaky to me so have reduced

There's nothing unique about kenshoo or xaxis or anything else in this area, they're simply good at having the right connections getting people on the platform.

Aldebaran you've been watching too much dragons den.

The answer to your original question ("what can they do that others can't?") was position themselves as one of the leading in game advertising platforms to a point where the 4th biggest software company in the world think they're credible enough to name drop them as someone they're working with. That's gone way beyond a point at which there's even a question about USP.

They're setting up to cement their position in an area in which ad spend is - well you can look up the numbers, the game is not margin at this stage. You cannot even question that this company will not eventually have a decent margin given that all they are is a middle manage software platform that could be run by a handful of people.

The biggest problem BIDS have right now is that they're on Aim where turkeys like Alderberan show up, they need to be on Nasdaq.

"Oracle Advertising has updated the Oracle Moat measurement and marketing analytics suite to include solutions for in-game ad measurement. The company is working with leading in-game advertisers like Anzu, Bidstack, Adverty, and Frameplay."

Oracle, Aldebaran what Bidstack can do that others can't? Serious question

It's a bit like asking whether Microsoft Windows can do anything that others can't, it's just a pathetic question. Feel free to go out and get $30m revenue going through your platform if you think it's so easy.

Alderaran you talk a load of rubbish. Sony go to an agency who determine which combination of ad space provides the greatest ROI for across all formats, they don't go to the cheapest bidder.. Most startups who attempt platforms get nowhere near the volume Bids is getting. Whether they can execute into a profit making beast from this position is the risk, but they've created a ton of value in what they're doing.

Not sure what caused the rise or fall but I took some profit on the rise and will reinvest it at this level. The story is the same, growth looks significant enough to me.

In its 2018 program of work with Merck, Physiomics believes it has developed genuinely ground-breaking predictive models that will add significant value to drug development programmes. The two companies have provisionally agreed that they will aim to publish selected elements of their work at one or more major conferences in 2019. Dr Jim Millen, CEO of Physiomics, said: "We are now entering the eighth year of our relationship with Merck, during which time we have provided a range of pre-clinical and clinical predictive modelling services using our Virtual Tumour technology. We remain immensely proud to be working with one of the world's foremost pharmaceutical companies, in an area as important and rapidly growing as oncology. We look forward to this collaboration continuing."

"Merck will be big news for PYC..."
Is a post from 8 Apr '18 on this board. People should go dig the archive to see what people have been saying and what's actually materialised here.

"Key partner" what a load of rubbish. They're a tiny contractor for Merck.

Great stuff, I was tempted to add again in the 6s but already have a wedge here from the 2s.

Clients results for second quarter:

https://www.merck.com/stories/our-second-quarter-2021-financial-results/
Merck announced second-quarter 2021 sales from continuing operations (excluding Organon) of $11.4 billion, 22% above second-quarter 2020. Excluding the impact from foreign exchange, sales grew 19%.

https://investors.bicycletherapeutics.com/news-releases/news-release-details/bicycle-therapeutics-reports-second-quarter-2021-
Collaboration revenues 6 months ended June 30
2020: $2,700
2021: $3,593

https://www.lse.co.uk/rns/PYC/final-results-setufg8l0ipbdl4.html

Total income (revenue and grant income) decreased 13% to £730,899 (2020: £841,649), the third highest in the Company's history despite a full year of the impact of Covid-19

Well it all sounds good, a strong pipeline, but the interim results also showed the operating expenses have increased so firstly what did it cost them to get that pipeline, and secondly can they sustain it, because they haven't been particularly consistent.

Cash and cash equivalents of £794k at 31 December 2021 (31 December 2020: £1.15m)

356k decrease in cash in 1 year.

Since 2016 the company has been transformed from a company with revenues under a million which doesn't make a profit into a company with revenues under a million which doesn't make a profit.

Truro, yes I know it's a guess, but as I said the company is giving no visibility on this, so answer the question. They are quite happy to announce "record revs" which don't need to be above a million after 20 years which is pretty embarrassing stuff, so I would think that if they were confident on making a profit next year they'd be shouting it from the rooftops wouldn't they? Wouldn't a company hat feels it is going to be profitable look for broker coverage?

Also, please refrain from making personal attacks on posters. If you are confident about this share there is no reason you can't present your logical thought process.

Truro, if PYC are expected to break into profit next year why aren't they announcing that? Where's the broker forecasts?

Did you read the interim results?
Cash and cash equivalents of £794k at 31 December 2021 (31 December 2020: £1.15m)

You say they've only burned 5k?