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Posted at 26/4/2024 00:03 by papillon 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. Read Full Thread Reply
Posted at 25/4/2024 07:21 by hyperal A Blackbird processor on Google Axion would be really cool. In fact TPU is designed for AI and graphics processing. About TPU If this could be done it would be a 5 bagger for Google shares and at least a 1000 bagger for BIRD. Imho. I would think the Blackbird codec would be the best fit for Google Axion and TPU processors. Finally technology is catching up with Blackbird. Very exciting.😊 Read Full Thread Reply
Posted at 18/4/2024 07:59 by chriscallen Rather than looking on what BIRD should or might achieve the market might draw comfort from what it actually has to achieve. So say BIRD will spend £2M a year on adding to elevate.io and AI innovations. To cover that with an average income from a user of £25 a month (Allenby model 1) will require some 9,600 users if recruitment and ancillary costs are 30% in the first year (again Allenby model). So if they can do better than that every win will add the cash it generates to BIRDs cashflow e.g. 25,000 users will generate the £2M needed to support elevate.io ongoing costs and add more than £3M to BIRDs total cashflow with more in year 2 as recruitment costs for existing users drop out. Does anybody think that with SR/MV leading the charge they can't achieve this level and better once the paying product options are launched? [If the revised assumptions adopted in Allenby Model 2 are adopted the expected monthly income per user would be £36 rather than the £25 used above] Read Full Thread Reply
Posted at 17/4/2024 15:09 by nick2412 Yes, the AIM market is broken but things can change. Gervais Williams from the Premier Miton fund which holds BIRD makes that point in his interview with the Times last week:- "The UK is cheap but small caps are disgustingly, absurdly cheap ... I am more bullish than I have been for 30 years." The likes of e-Therapeutics couldn't raise a bean on AIM but raised just under £30m from an institutional investor after announcing it was leaving AIM. Other fairly solid small-cap biotechs are cancelling their AIM listings. At least BIRD doesn't have to raise funds very imminently and, when it does, markets should have turned for the better. I would like to know roughly how long before the premium version is released because at present it's hard to judge how much cash they will eat into before they start to get traction. IM is very careful in what he releases and how it is communicated almost to the point of being misleading. We haven't had any guidance on when revenues will commence from elevate. I'm sure a lot of holders (like me) perceived that when BIRD alluded to a quarter one 2024 release throughout 2023 -it would be a premium product rather than a work in progress. After all, they raised funds for the project in 2021 so it was reasonable to assume it would be complete enough for a premium release. They don't necessarily have to get 'traction' by the time they need to raise again (although I hope they do) but show they are moving in the right direction and getting good feedback from users. In six months to a year, small-cap markets could have turned bullish in line with Gervais Williams' thoughts. That's just as important for BIRD if they are to remain on AIM as achieving good figures from the premium release. Read Full Thread Reply
Posted at 16/4/2024 21:54 by chriscallen MSFT has achieved its current price even though it is not a pure software company, which means its net margins are much lower than BIRD has historically achieved. So the big questions that we cannot currently answer are (1) what the timescale is for BIRD to take off and (2) what is its likely level of penetration into the potential market. It's quite possible that SSBs £37 is hopelessly pessimistic if it turns out that BIRD is actually a Unicorn. Read Full Thread Reply
Posted at 18/3/2024 14:57 by gb904150 Good discussions here. The thing that worries me with this BB is the amount of belief and expectation. That said...we're a minnow playing in a massive space so perhaps it is justified. And more importantly the starting valuation doesn't seem excessive. Elevate could be an immense tool to democratise video editing. Power to the people and all that. What once required multi million pound setups (studios, teams, pro equipment) and was beyond the individual can now be done at home with some high quality cameras and cloud editing in a home studio. Nick B said If Flexclip had breakthrough technology it would have been acquired. Just shows numbers are not enough. But there's more to it than that. Subs generate cash. Cash gives financial strength. If you have 'the best' product with no subscribers, that's no use (BIRD). If you have lots of subscribers with an average product (Flexiclip) that's limiting too. In BIRD's case they'll want to grow or acquire subscribers at the lowest cost. In Flexiclip's case they'll want to acquire the best technology at the lowest cost. What it comes down to is financial strength. In either situation the company with the money has the upper hand. BIRD has a decent runway...but the next 12 months is crunch time. It's a shame we couldn't acquire a lot of subscribers from a mid-range product cheaply. My worry is that BIRD tries to go too small for too long, doesn't get subscribers up and thus drains financial resources. We need to target Flexiclip's mass of subscribers to get subscription monies into the business to avoid dilution. Fortunately, insiders at BIRD have a huge stake in the business so are incentivised not to dilute. But to balance that....their track record is one of taking a very long time to get to where they want to be! fwiw, I took a little top up today. Read Full Thread Reply
Posted at 08/3/2024 11:47 by nickb Cyber ‘ The only other option would be for Bird to actually show and demonstrate Elevate to Adobe, Apple etc before launch - but it seems inconceivable to me that it would be acceptable to management or shareholders that our amazing product should be shown to major competitors in secret in advance.’ Cyber elevate.io as a product or platform is not secret, we all know about it but because most investors don’t have the depth of knowledge on video editing products they find it secret. The secret is the business plan and numbers calculations for elevate Firstly elevate is based on our Blackbird enterprise product that is available to Adobe or anyone else to try so that’s not secret. Secondly elevate is not reinventing the editing user interface it actually looks like an Adobe product! Collaboration is new. Thirdly if we know about elevate I’m sure Adobe does it’s not like they don’t have any experience in building video editing software and have no experience building web based browser apps What they want to know is does Blackbird video technology now work on public Cloud at scale and efficiently. It’s blackbird moving to public Cloud that is the game changer to the big boys. It’s the back end tech rather than the front end interface Is an Adobe ‘experienced and connected’ editor testing? Yes of course imho Read Full Thread Reply
Posted at 04/3/2024 07:09 by chriscallen RNS Number : 3531F Blackbird PLC 04 March 2024 4 March 2024 Blackbird plc (the "Company") Director changes Blackbird appoints Anne de Kerckhove to the Board John Honeycutt steps down from the Board 4 March, London - Blackbird plc (AIM: BIRD), the developer and seller of the market-leading cloud video platform, Blackbird, is pleased to announce that Anne de Kerckhove will join the Company's Board on 6 March 2024 as the Senior Independent Non-Executive Director and Audit Committee Chair. Additionally, John Honeycutt, Independent Non-Executive Director, will be stepping down on the same date. Anne is an experienced international executive with a wealth of relevant experience in technology, B2B and B2C SaaS, Media and Entertainment, e-commerce, marketplaces and digital transformation, and in helping businesses scale. She also has extensive Non-Executive Director experience of publicly quoted and private companies, including at: i) AIM-quoted Eagle Eye Solutions Group plc, where she chairs the Board; ii) 888 Holdings plc, where she is a Senior Independent Director and Chair of the Nominations and ESG committees and is a member of the Remuneration committee; iii) 7Digital Group Limited; and iv) Metail Limited. After working as a banker in Canada and then a management consultant at the Boston Consulting Group in London, Anne focused her career on technology and innovation. Until January 2023, Anne de Kerckhove was the CEO of Freespee, a company in the customer experience orchestration space. Before that, Anne held several Managing Director roles in fast growing companies such as Videology, an online advertising technology platform and Inspired Gaming Group. Anne is an angel investor, mentor and Limited Partner in over 20 early-stage start-ups and entrepreneurial funds including CRE, Daphni, Andela, Flutterwave and Carlili. She is actively involved in promoting women, both on boards and within the technology industry, and is a speaker at business conferences and events. She is also a guest lecturer at INSEAD. Anne holds a Bachelor of Commerce from McGill University and an MBA from INSEAD. In addition, the Company announces that John Honeycutt, independent Non-Executive Director is standing down from the Board on 6 March 2024 in order to focus on his expanding International client base. The Board would like to thank John for his valuable contributions over the last four years and to wish him well with his future endeavours. Andrew Bentley, Chairman of the Company, said: "We are delighted that Anne is joining the Board where we know she will make a great contribution. Anne has a wealth of relevant and valuable experience we very much look forward to working with her particularly as we move into this next chapter of product development in the creator economy. "I would also like to thank John for his support and the great insights he has provided us with over the last four years." Ian McDonough, CEO of the Company, said: "To have someone of Anne's leadership and strategic calibre join us as a Senior Independent Non-Executive Director at this time will help myself, the Board and the executive team enormously. Her wealth of knowledge and successful experiences in B2C and B2B SaaS businesses will be of immense value as we launch our new direct to creator platform, elevate.io, as well as operating our award-winning professional platform, Blackbird." Anne de Kerckhove said: "I am delighted to join the Blackbird plc board. The Company has an impressive track record of video creation and editing with some of the biggest brands in media and entertainment and at many of the world's most important sporting events. Now, the launch of elevate.io, aimed at the creator economy, brings a significant and exciting new growth market to the business. I am looking forward to working with Andrew, Ian, my fellow board members, and the executive team to drive the business forward." As required under Schedule Two, paragraph (g) of the AIM Rules for Companies, further disclosures on Anne de Kerckhove are as follows: Anne Isabelle Pierre Noemie de Kerckhove dit van der varent, aged 51, holds or has held the following directorships and/or partnerships in the past five years: Current directorships and/or partnerships: · UK-888 Holdings · Eagle Eye Solutions Plc Past directorships and/or partnerships: · Kaisa Technologies Ltd (previously known as Freespee Ltd) · Metail Limited · DNA Bridge Limited · 7Digital Group Limited · Freespee AB (France) · Kaisa Technologies AB (Sweden) (formerly known as Freespee AB) There is no further information on Anne de Kerckhove required to be disclosed under Schedule Two, paragraph (g) of the AIM Rules for Companies. Read Full Thread Reply
Posted at 27/2/2024 23:46 by nick2412 I'd be delighted with an early takeover but BIRD will be in a stronger position to negotiate a higher price once they get traction. At some stage, the player will be integrated and BIRD will sell/offer data feedback to creators just as Google do for website creators. BIRD the Google analytics equivalent of video? Probably not, but it will 'steer' (to use Steven Streater's word) subscribers to elevate and help monetisation for both the creator and BIRD. Read Full Thread Reply
Posted at 15/2/2024 02:22 by nick2412 Some fair points and it's all about opinions. My reply in caps just as my day starts here on the other (sunny) side of the globe! NickB15 Feb '24 - 01:46 - 12687 of 12688 0 0 0 So if the take out price was say 300p what price should it be the day before? IF AN AGREED PRICE WAS 300P (£1 BILLION PLUS) THEN THERE WOULD BE SOME RISE ABOVE A £26M MARKET CAP AND BIRD WOULD ALREADY HAVE HAD TO ANNOUNCE THEY WERE IN TALKS AND THE SHARE PRICE WOULD THEN START TO REFLECT ACCORDINGLY. And how would you explain it trading above say 14p? +100% from here? eg it was trading at 100p but no one knew why? EVERYONE WOULD KNOW WHY AS BIRD WOULD BE REQUIRED TO EXPLAIN BY AIM REGULATORS AND THEY COULDN'T SAY "WE KNOW NO REASON FOR THE SHARE PRICE INCREASE" WITH AN ARTIFICIALLY DEPRESSED PRICE IN THIS INSTANCE IF YOUR THEORY IS CORRECT. THAT DOESN'T MEAN BIRD WON'T HAVE DEVELOPED THE PLATFORM WITHOUT HAVING ONE EYE ON A FUTURE ACQUISITION. FORMAL OR SEMI-FORMAL DISCUSSIONS ? - UNLIKELY IN THE ABSENCE OF ANY MARKET GUIDANCE ON THIS. Wouldn't that be a false market? YES, SEE ABOVE If Big tech has spent the last few years in conversations with us (my belief) why would they wait months or years after Blackbird 10 is released before making a move? EQUALLY, WHY NOT NOW, WHY NOT TWO YEARS AGO WITH PART OF THE DEAL FOR SS AND CO. TO INTEGRATE THE TECH WITH ADOBE. YOUR POINT OF WHY WOULD ADOBE RISK ANOTHER PARTY BUYING. YOU MIGHT MENTION EXCLUSIVITY/NDA'S ETC BUT IF BIRD WERE WOKING WITH ADOBE NOW THEY WOULD HAVE TO ANNOUNCE AS SUCH EVEN IF THEY DIDN'T SPECIFY THE NAME. Why do you think big tech doesn't have the skills to be able to asses our technology Blackbird 10 and our video editing products enterprise and elevate +player? SEE ABOVE. WHY NOT NOW OR SIX MONTHS AGO. BIG COMPANIES SIMPLY DON'T RUSH, IT'S JUST A CULTURAL THING WITH THE MEGA COMPANIES AND THE SPEED/STAGE THEY OPERATE. Why do you think only subscriber numbers tell a tech company we have a good product worth buying? NOT SOMETHING I SAID IN MY POST AT ALL. AFTER ALL, ADOBE ACQUIRED FRAME.IO FOR ITS TECH AT $1.275B WITH RELATIVELY MEAGRE REVENUES AND AN UNHEARD OF 60 X $21m REVENUES MULTIPLE. Why would a big tech company risk another big tech company make a first move? Risky AGREED BUT AGAIN WHY NOT NOW OR SIX MONTHS AGO ON THE BASIS OF THAT LOGIC. BIRD'S INTENT HAS BEEN ANNOUNCED SINCE THE FUNDING TWO YEARS AGO. ANYWAY WE WILL FIND OUT SOON. MY GUESS IS AN ACQUISITION BY SOME PARTY, NOT NECESSARILY ADOBE, SOMETIME IN 2O24. THAT'S NOT BECAUSE OF ANY USER NUMBERS NEEDED TO PROVE BIRD'S TECH BUT BECAUSE OF THE PACE BIG COMPANIES OPERATE. THEY ARE FAR FROM NIMBLE. IF TALKS HAVE BEEN ONGOING FOR AS LONG AS YOU PERCEIVE THEY WOULD HAVE HAD TO ANNOUNCE AS SUCH. FALSE MARKETS WORK BOTH WAYS: ARTIFICIALLY INFLATED OR ARTIFICALLY (IN THIS INSTANCE IF YOUR THEORY IS CORRECT) DEFLATED. Read Full Thread Reply