Member Info for share4

If the ad spend is going up significantly it won't happen at a diminishing valuation which is why I'm not bothered about it. Probably because I've been around this industry a while and know how it functions, and am not a panicked little sheep looking for his 50% in the next 3 months.

Ah I see, dilutions and placings are bad. What are you doing hanging around an early stage tech advertising platform forum then?

Do you see the difference ?

Dec 2019 - Under the terms of the agreement, the advertising group has agreed terms for gross media expenditure up to £10,000,000 per annum for the next two years.

Dec 2021 - Bidstack has secured a revenue stream of a guaranteed minimum of US$30 million advertising spend over two years

One of these was talked up as if it was a minimum of £10m, the other is being talked down like it's a maximum of $30m. You really couldn't make this up.

How much are they going to see? What does it matter? The point is to nick away the spend from other mediums, online, tv, out of home at this point in time. Why is that? Because they own the damn space. Do you ask a biotech in the early stages of a clinical trial what its revenue forecasts are?

I don't know everything but I know this industry and how to do my own maths.

Helx you're one of these fools that was shouting abuse when people like me were saying this was ridiculously overvalued at 20p+. Has it registered to you that you have no idea about this business?

Cold hard numbers? What cold hard numbers do you want? Revenue? Subscriber numbers? A third party is willing to put $30m through the platform. Xaxis aren't mugs enough to start programatically buying this media if it's useless. That means that the advertising medium is showing clear ROI, the more they increase that ROI the more revenue they get, it's not an instant uptick of revenue because the business model doesn't work that way.

People ramped up this company a few years back like it was going to start throwing back revenue instantly and didn't understand anything about how the business or industry works. Now many are disgruntled about all that, while still not understanding anything about. Look at the money being put through the platform and the partnerships that have been agreed. They'll tell you the real story. If you think the CEO has done a bad job based on those metrics you are completely bonkers.

The rampers of old when this was hitting dizzy heights didn't understand the business, and neither do these derampers now either. You don't even understand that the numbers have already been released.

$30m of guaranteed advertising spend over 2 years was a massive marker, I don't think people understand how hard this is to achieve in an industry where there are so many competing platforms and formats. Not all of this is going to turn into revenue, but this company is likely to go 1 way from here, increasing revenue and decreasing costs. Over a 3-5 year period you could well be looking at the existing market cap being paid back in profit.

Having been against this company since it got ramped a few years ago, I've finally bought in. I work in this area and this looks like it's turned a corner and has some real potential now.

who was it told people to get polymetal a few days ago instead of this? jesus

Don't forget LTH's who have sold this are disgruntled and don't want to see it come good (no-one wants to miss out)

Crashed like crazy for good reason and will take a while for that situation to settle. Here we have a share in which the situation from which the share has been hammered has changed for the better, and shares with underperforming bods can change their track quite quickly as you should know from HUR.

I've got the same feeling but I also had some stinkers too. I tend to kick myself more for the times I should have got more money into something so I've been loading up on this today, god help me.

Yes ufo at 0.12 was one of my better ones, vls also at 1.6, mka at 4p. I've learned that when a lot of money goes into a share through placings it tends to get crapped out at some point.

Huddersfield I've been in on shares that I've lost all my dosh and I've been in on one that have 10 bagged. The key is to price the risk reward, most people think losing money on a share is bad but it isn't if you get a few that multibag at the same time.

I've taken quite a few this morning as this seems like a no brainer. The risk is nothing happens, but that seems to be priced in at this level given the owned assets.

Losses across the board? How are MODE doing. Are they at £10/20/30 yet? or have they gone from 50 to 11p?

nothing wrong with being short sighted right now we're only a step away from being nuked

I don't think a drop this size is just due to Russia

Sienna BA.2 variant starting to do the rounds stateside

Looks like it's now at lowest price since June 2020