Blackbird Share Discussion Threads

[nickb] 03/5/2024 22:20

SSB
End game?

[sideshowbull] 03/5/2024 21:25

"NickB3 May '24 - 20:02 - 16036 of 16036
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SSB

I don't know but maybe they are drip feeding out of Bird reluctantly (portfolio management).

Gervais at Miton seem to have more vision although I'm sure they are frustrated"!

-------------------

Have to ask why the last placing then?

Maybe that is more important than anything else?

BWTFDIK

[nickb] 03/5/2024 20:02

SSB

I don't know but maybe they are drip feeding out of Bird reluctantly (portfolio management).

Gervais at Miton seem to have more vision although I'm sure they are frustrated!

[nickb] 03/5/2024 20:00

hornblower

Canva is for graphic designers running in a web browser Cloud native.

Figma is a design app for developers running in a web browser Cloud native

Blackbird elevate is the above but for the video editing market as you know.


That's why Ian often refers to Canva and Figma.

Canva is our poster child he said.

And of course Adobe tried to buy Figma for $20 Billion but left it too late and regulators stopped it.

Those two companies are a serious threat to Adobe.

So it is easy (for me) to imagine Adobe are testing elevate.io

[chriscallen] 03/5/2024 18:28

Schroders funds (77) taken as a whole seem to be in the bottom half for performance though there are several that shine as real exceptions. I suspect that BIRD is being dumped as a dog bcause of their past record, their lack of even the prospect of profitability based on 2023 and a gross under appreciation of elevate.io and its potential size and value partly because BIRD itself is reticent about timescales.

[horneblower] 03/5/2024 18:18

NickB.
"Blackbird is Cloud native but for Video"
Could you explain?

[sideshowbull] 03/5/2024 17:53

Shroders is a weird one. As from memory they were very positive BB.

They started ages ago too nice slow drip into a low volume mkt. Does not make any sense to me.

We all know it has been held back for ages. One would think our wonderful broker Allenby would have been approached already and those 10m could be flipped to anyone - especially through the last placing the " high net worth individuals"?

Beggars believe sometimes..

Or is it too early for something?

What a bunch.

BWTFDIK

[jamesjmb] 03/5/2024 17:04

Just for non techies like me.
Cloud native compared to cloud enabled
The term cloud native refers to an application that was designed to reside in the cloud from the start. Cloud native involves cloud technologies like microservices, container orchestrators, and auto scaling. A cloud-enabled application doesn't have the flexibility, resiliency, or scalability of its cloud-native counterpart. This is because cloud-enabled applications retain their monolithic structure even though they have moved to the cloud.

[nickb] 03/5/2024 16:56

Canva is Cloud native but its graphics
Figma is Cloud native but for design
Blackbird is Cloud native but for Video

All highly collaborative


Other methods are pretending solutions but have a Cloud storage connection or convoluted collaboration but its enough to make claims!

[horneblower] 03/5/2024 16:45

No, I don't think so.
CapCut is not but I can't really tell if Scenery is or isn't...I don't think it claims to be.

[chriscallen] 03/5/2024 16:22

hornblower Presumably they are all truly Cloud Native?

[1cs] 03/5/2024 14:50

The Schroders filing is from the 31st Jan, since then there have been 13 days with +1m share volume, an avg daily flow of 647k for 1st Feb to 3rd May, with 65 trading days (42m total vol)Schroders have had plenty of time to do something with their holding if they wanted.

[chriscallen] 03/5/2024 14:20

If no bid has been made the buyer is free to hoover up as many shares as it likes. When a bid has been made the buyer must pay the highest price at which it has bought post the bid announcement if it is higher to all shareholders.

[horneblower] 03/5/2024 14:18

If Shroder could find a single buyer, they would already have done so.

Canva's "Create" does not seem to be available yet. They have a major presentation on 23rd or 24th May at 9am. Both dates are mentioned on different screens but only one applies, I think. Being an Australian company they may have the same problem of international times as IM.

"CapCut" is quite slick and imo has a better look to elevate but also some oddities. Loads of features.

"Scenery" is pretty slick also, with loads of features. It looks very similar to elevate.

I've also looked at Canva Pro (pics only, not video). Not that impressive imo.

There are several others to look at but it's very time consuming.

[hyperal] 03/5/2024 13:52

hornblower
Could be a signal something is happening if Shroder suddenly find a buyer for all their stock. I assume any corporate would purchase all they could in the open market before tabling an offer for Blackbird, or is that against the regulations?

[horneblower] 03/5/2024 13:36

It's nice to have identified the insti that's selling.

If the Shroder fund has about 10 million shares left I think we can assume they will sell them, so we are not going to lift off until they are out of the way.

At 5.5p that's £550k and at the recent average daily volume it could take another two to three months to process.

Ah well. By that time we might have some info from the company as to their plans :)

[johnveals] 03/5/2024 13:28

Hyperal, I didn't look at Create, it's Android only and I am 100% Apple.

Did you gain any insights?

[hairflick] 03/5/2024 13:24

Data packets will be end to end encrypted so even if you could access them, you wouldn’t be able to get anything meaningful from them.

Any individual packet would only ever contain a tiny piece of what was happening over the data stream.

[jamesjmb] 03/5/2024 13:09

SS did say one time that big tech rely on small firms like BB to develop new tech. If I remember right he said they didn't have the expertise in house.