Blackbird Share Discussion Threads

[pokerchips2] 26/4/2024 08:13

"The fact is that elevate.io is a money making machine with margins in the high 90%s per SBS once introductory fees drop out."

Chris

Where did anyone get told the gross profit margin in Elevate? what are the running costs of the Elevate system and AWS then?

[chriscallen] 26/4/2024 07:49

Any shhareholder can do the arithmetic using the Allenby Models - the second was basically the same but they increased the expected monthly revenue per user from £25 to £36. Allenby will have been guided by BIRD on such a change.

Taking the first estimate to be prudent elevate.io breaks even with slightly less than 10,000 users and at 25K users they should be generating a positive cashflow of over £4M a year i.e 1p profit per share which must impact on the share price At 500K of users the model suggests cashflow per share of 20p. What would you pay for a share that was generating that and using it to pay a dividend and could be expected to grow much further? At 2M users SSBs fabled £37 share price begins to look less than a dream, especially if the average monthly income is indeed £36. The fact is that elevate.io is a money making machine with margins in the high 90%s per SBS once introductory fees drop out.

Nothing depends on an idea for a product that still needs to be developed. It exists, it works, it has the BIRD Enterprise software to provide reliabilty and speed. Once the paying versions - a tier of options - are available the only variables not under BIRDs control are the speed of uptake and the numbers doing so.

[spoonmuff] 26/4/2024 07:28

Blocked 🚫

[shortsqueezer] 26/4/2024 06:50

Well I have just caught up with the webinar. Awesome. And so professionally done. If I wasn't already loaded up I would be doing so this morning.

[hairflick] 26/4/2024 01:59

One fact is that for most of that chart elevate.io wasn’t even a twinkle in Blackbird’s eye.

As any economist will tell you, a key consideration for most models is the concept of ceteris paribus - all other things remaining equal.

In the dynamic developing post-Covid creator world, there are so many moving parts that any model based on historic inputs is by definition a flawed basis to make reasoned predictions as to what will happen in the future.

[jamesjmb] 26/4/2024 00:08

There are quite a number of facts other than the share price if you look for them imo.

[papillon] 26/4/2024 00:03

free stock charts from uk.advfn.com


5 year BIRD log chart. It's Strongly Bearish and has been since the start of 2022 when a "Death Cross" appeared on the chart.
I was looking at an earlier thread and in Jan 2020 NickB and others posting today were talking about a £6 share price Why then is the current share price under 6p? What went wrong? Was COVID a factor?
This chart is FACT. Everything else posted on this thread is opinion. Based on the current share price it looks like most investors don't share the same opinion of BIRD's prospects as NickB and the other "believers".
Keynes famously said...... "when the facts change I change my opinion, what do you do, sir?". I'm looking for the facts to change before I change my opinion of BIRD's prospects. The only fact is the share price! If my chart turns Strongly Bullish then I'll have a punt on BIRD.

[nickb] 25/4/2024 23:47

I would be beyond furious at 30p !

[hyperal] 25/4/2024 23:25

Washingmachine

You won't see me releasing my shares 30p, £6 maybe, but I would wait for a counter bid at higher levels.

[nickb] 25/4/2024 23:09

Yes he was!

[johnveals] 25/4/2024 23:05

You were doing so well Washingmachine.

[nickb] 25/4/2024 22:54

Absolutely zero chance of 30p bid being successful and the stock is tightly held by the directors and other key people.

BTW the last 'proper fund raise' that has built elevate was at 28p

[washingmachine] 25/4/2024 22:50

Business
Figma valued by Adode at 20 billion Dec 23
Canva worth double expected
Even at this stage of development BIRD has to be worth more than today
Even On a risk/reward basis
Personally i don’t think we will get past 100 million mkt cap without a opportunistic bid coming in at 30 pence plus
If all goes to plan can UK Shareholders resist … probably not.

[nickb] 25/4/2024 22:25

Canva pricing

[nickb] 25/4/2024 22:23

In the longer term I wonder if elevate for teams could help drive sales all the way to the top level of our current Blackbird enterprise solution.

[nickb] 25/4/2024 22:16

Nick2412

I believe they are heavily influenced by Figma's business model, so worth checking out the pricing

[nick2412] 25/4/2024 22:13

There was clarification on monetisation in the presentation. My understanding is the premium charge won't be for extra features but it will enable a level of useful collaboration. In effect a viral business model with the lead creator paying for other collaborators to join a team.

[pokerchips2] 25/4/2024 21:29

The product getting close to being ready for Teams to actually use with the features they expect ...certainly ready to muliplayer so as to "divide and conquer" a project and save time

[sideshowbull] 25/4/2024 21:14

Not many floating.

Good thing I have my BIRD


£22m cap and £8m cash.

Market looking for safe hold.


Years "trust me YEARS" waiting!
1000 bagger.

No advice .

BWTFDIK
SSB