Member Info for share4

Ha, well at least someone is profiting :)

I think the bit everyone has missed is that several of the enterprise clients have expanded and more are expected to expand.
OS mentioned in an interview that just one of these clients can end up with $5-$10m of revenue individually, if they crack that just once this will go ballistic.
Patience required

If we're going by last years cash burn cash should be around £9m by now.
They have stated that they expect to miss the target of doubling revenue but have also stated that this is hard to predict
They are doing proof of concept with 12 new enterprise clients
And they've already cut overheads to conserve cash
It is still a gamble as they will likely have to place at the end of the year, but if the aggressive sales drives feeds through next year this will take off, I don't think a lot of investors on AIM have that kind of patience and sentiment is against it
I would expect them to be doing at least £5m rev this year, compared to a mkt cap of £9m for a company of this nature that is insane

Atm this probably has as much cash as the market cap and they are still expecting to grow... investors aren't a patient bunch I know.

Got a pretty good price at 50p for those...

can't be due to nickel price only surely

It's doubled in a short space of time so would expect some profit taking, wouldn't like to be out of this one though, announcement could hit at any time

up up up

Debt free profit making company with a decent yield and I don't see how the revenue or earnings is under pressure long term, more that they had a particularly good year through the volatility of crypto - well oversold

This was the important bit for me:

"Project will also ship the iron ore stockpiles held at the dock which is estimated to start in Q4 of this year and continue for two years . The mine is open pit and has a planned strip ratio of 0.9:1. "

So even without mining there are 2 years of stockpiles which can be shipped and sold. I have no idea how much these stockpiles are worth, but they claim " During its operation the mine generated an annual operating profit of up to U$171 million"

The story makes sense since Anglo sold out due to the problems with the port - perhaps they realised it would take several years to see a return again and needed the money

Come back in December it will either be 11p or a pound

By the way I'm not claiming they're ahead or behind I have no idea, just sharing the info I've got - my impression is that they're targeting a different section of the market

Anzu claim to have all the major DSP's and ad-exchanges as partners, they've integrated into several games, and have 200 developers in their pipeline, just watch one of their youtube videos

I'm sure all the advisors from IBM VISA, Hutchinson, Autonomy, that jumped onto Monitise thought they weren't jumping on board a failed concept. You do understand that nobody actually knows at this stage whether the concept is going to be successful since nobody actually has a crystal ball don't you?

Mniy - recommended your post thanks for the reasoned points, much appreciated

Thechukkers - like a comscore of gaming? perhaps with the first mover advantage this is viable but there are is the cost of a lot of moving parts to get there, it wouldn't make sense for someone with advertising space to offer exclusivity in a more mature market, so there is a possibility that just having this data isn't enough to offset the amount of money that was required to help mature the market

I'm sure they do tracking, but that doesn't mean they're doing it to the extent that they can make it as well understood as established advertising mediums.

The other thing I am wondering is how defensible it is, are they just paving the way for someone else to come into this market or are their agreements with the gaming companies going to put them in a position where they have do have exclusivity over a significant amount of the gaming market or is this just going to eventually go the way of the highest bidder? The problem is that they don't actually own the advertising space which is what companies like FB, Youtube, Outdoor etc do

It's not a question of whether they can include advertising without hurting the gaming experience, it's a question of whether they can include consistently measurable advertising without hurting the gaming experience. You only have to look at the problems a relatively simple platform like Facebook has faced to understand how much that can actually disenfranchise the users.

"I don't, but my impression is that most do have or could add without damaging the gaming experience."

That's a very complex question to answer and not something that is necessarily a win for the developer. If I am a developer and I put something into a game without damaging the experience it is not yet well understood what the actual eyeballs on the advertising is going to be or how much they impress on the gamer, which brings back to my point of how much of a difficult sell that will be. If I sell you advertising space in a game you would want to understand what you are paying for, if this advertising is custom across different games you do not know what you are getting. This is why platforms such as FB and well understood mediums such as TV are successful because they have spent many years and billions of pounds measuring the impacts and coverage across the audiences.

I feel like I've walked into an alternate universe. This is a very simple thing to understand

$150bn is the global market for GAMES.

BIDS are not actually making GAMES or looking to take a slice of that revenue they are looking to take a slice of the Global Advertsing Market. They are not selling GAMES they are selling ADVERTISING.

And you've actually underdone your figures anyway, global advertising spend is in the region of $560bn right now.

The $150bn figures is for the gaming market which BIDS are not actually operating in.