Member Info for waddaweknow

Do we know when the warrants were due to expire, where can we find that info?

Give a monkeys for how many million DAUs, players, impressions there are, or market stats. Draper can shovel all that up his butt and sit on it. I'm a simple guy, for me ads = revenue. One single ad campaign will involve a number of ads over a period of time and probably over a number of games. So what ads are out there and how do we know they're Bids ads? Has anyone seen a Bids ad over the last month, week, few days...? Please say yes, otherwise Helx is going to look like a Wise Man come Xmas. We can all have our own opinions but we can't all have our own facts. Facts is Facts and Ads=Revenue.

Thanks Cozzy. That's 5 x H1 revenue which is "significant", but I guess it won't be doing much for the SP. As Xmas looms Helx is beginning to sound like a bit of a wise man.

I've seen "significantly H2 weighted" and "in line with market expectations" many times, but I can't recall seeing any actual £££ figures. Can anyone tell me what revenue figures the market is expecting? Thanks.

Is this the Httpool https://www.httpool.com/ in which case looks good. Not sure what GIMA does, looks like 4 blokes on a beach https://www.apollo.io/companies/GIMA-Group--Inc-/5da462002750710001407ff8?chart=count

Cheapsharesboy,
That's the £10M question, why the silence? I suppose if they are only going to hit "expected" H2 revenue, just going steady eddy, then there is no need. Anything significant would require an undate. If things are not good then silence is golden. So by y/e SP up 10-20% on "expected" or down 50% on jam tomorrow.

This time last year Drapes was working hard selling his shares :-) :-) Let's hope this autumn he's busy pulling his finger out.

I agree with Girdz and Roleybirkin, I no longer give a monkey's for market info, it's all about one company, Bids. Last year their trading update RNS was 18th Dec, 2 months away. What do we think revenue of approx £1m will do to the SP?

Almost zero trading activity including buys for over a week, very odd, why are we in the doldrums? What does it mean when there's a lack of interest?

I wonder if this will affect Bids, the two have a strategic partnership?

All year BIDS have been confidently saying revenue very heavily weighted H2, which must mean they've had revenue commitments, which is material information, which means an RNS. Otherwise it's "expecting or hoping", which is a different ball game. Clients and ad agencies make forward commitments, especially for Xmas, so is the lack of RNS because clients haven't committed revenue to year end? I don't understand the continued silence, who benefits? Unless there is no revenue news?

Spot on Iseenoships, an ongoing flow of 3/10s with periodic 10/10s is an ideal and secure sales mix. Still squeeky b.x.m time for me.

Does anyone know how big Natilus Mobile is, as opposed to how many people in India /elsewhere are interested in cricket? I suspect the company is small, which is why there was no RNS. Ubisoft had a turnover of €1.8bn in 2018. I give JD 10/10 for signing up Ubisoft, NM I dunno, good stuff but maybe 3/10?

This smacks of a JD appointment, which means he's still making the decisions, which means poor direction, which means...? As a long term investor who can't sell, my pain is slowly reaching the high notes...

Holdlong,
Do you think the owner is a waffler or genuine, mostly 2 years in any job before he moves on see https://uk.linkedin.com/in/john-paul-burke-7a804818 Set up Dec 2019 so at the moment just 2 men and a dog on Richmond Green London.
I query employing a consultancy which is a cost, who has clients you're already in contact with, particularly when Bids has it's own sales people? Smells a bit of PR puffery, fees for a mate, where's the revenue?

Are today's figures here correct, Vol. Sold 745,089, Vol. Bought 0? Seems odd, I just looked now, 19.34, so plenty of time for lse to make any corrections?

Thanks Synchro and sparky333,
Business utilities must be a good sector, providing it manages bad debt, which it now seems to be. Is the founder owning such a large % a damper or not?

I like this company and have just invested, it reminds me a little of Telecom Plus/Utility Warehouse, another well run utility company. But looking at charts for the last year the trend is down; a spike on good news but then back to the down trend. Can anyone think why? Thanks.

fudgerella30
I agree. Ad spend is planned months in advance, especially in H2 when demand is greatest. There is no commercial benefit to them in keeping games news secret and it would leak out anyway, so no news means no games which means no revenue for H2. Advertisers aren't suddenly going to change carefully laid H2 plans because Bids announces some new games. Or are we to believe that Bids is organising something so big and complex it has to be kept secret? Things aren't stacking up.
If advertisers can analyse what % of impressions convert to brand recall and to products sold they're happy, which I understand is now possible, so I'm thinking it's a technology problem.

I agree. Bidtsack sponsorship here seems like an ad agency advertising itself direct to shoppers, rather than getting its clients to do so and so generating revenue. If the target market is potential Bids clients then fine, but I think they're just public gamers? Bit of PR but not sure to whom and unless given given free or as some sort of contra deal, then a cost.