NickB,
Regarding exit via acquisition...I agree that's a possibility. However, I think at this stage of the game the major competition may be unable to see the strategic advantage that BIRD has developed. If they did there would already be a buying frenzy.
The fact that the share price is comatose suggests that even Adobe does not understand the threat to them. This may change all of a sudden...but I reckon elevate will have to show really strong subscription growth before the industry wakes up.
What I like about elevate is it's extremely strong core parts. It can carry a heavy load, it can shoulder external services like AI (although this has yet to be demonstrated), it can handle many more collaborators than is ever likely to be needed and is highly efficient, so should be able to offer services cheaper than any competition. This all bodes well for an explosion in the share price...but it is still all to be proven. You and I are on the same side. Viva la BIRD. |
Bisho
We have not really launched yet so the theory stands
Note I have always said it’s a theory not a prediction.
elevate should be of interest to a big media tech company invested in the creator space
The product has arrived at a stage where it should be noticed.
So it’s a perfect time for big tech to take over
Did you know nearly every video editor has been acquired at some point in its history?
It’s not unreasonable to see exit via acquisition. |
Veed.io does all of the above afaik. |
Re
“Show me one that has Multi Player that actually works
Show me one that can scale to many users collaborating at the same time
Show me one that works on a Chromebook
Show me one that works with content over 5 mins in length”
Show me 100k people who will pay for that is the key. Do they exist? |
mcsean, if you've got nickb on filter you'll have missed him predicting BIRD would be bought out pre-launch of elevate, and then changing his mind and claiming BIRD would be bought out within 6 months of launching elevate.
That's about 4.5 months away, so you'll be very rich very soon!
I disagreed with him, but he wisely pointed out that he knows much better than me how the industry works.
Unless nickb wants to change the goalposts again...? |
‘Virtually nobody understands it’
Indeed maybe many don’t but whose fault is that? |
Veed.io is another one.
They're all video editing software, our allows easy collaboration, I think veed does that too and they're better funded.
Not seeing how we are unique but I guess I must be too stupid, me and the entire investment market are too stupid.
I would say to everyone here, prepare for the worst, hope for the best.
I've more or less written off my investment in my mind. A complete disaster. I've had nickb on filter, better for my sanity. |
So what is Zapier?
Why is that a competitor to elevate.io |
Where did I say that?
Virtually nobody understands it. Hence the share price. |
hornblower
So Davinci and Adobe Premiere work on a Chromebook 😂😂😂😂
Your list just doesn’t fly
But you have illustrated the problem.
Many Investors just don’t understand what we have achieved and our product destination
Canva isn’t unique because we have Adobe creative suite is an equivalent argument.
Some would disagree!
Google docs is Microsoft Word I guess |
NickB
Flixier
da Vinci
Sequence
Adobe Premier
Capcut
Zapier
There are lots to choose from.
elevate is going to be better than all the others, but to say it is unique is unhelpful...as they are all "unique" in their way. |
NickB
You are amazingly patient and understanding.
Thank you for your continuing input based on so much relevant knowledge and experience.
It certainly assists a number of us to gain a clear perspective. |
hornblower
In the Cloud
Find me an alternative to elevate please.
Show me one that has Multi Player that actually works
Show me one that can scale to many users collaborating at the same time
Show me one that works on a Chromebook
Show me one that works with content over 5 mins in length
And on and on.
I understand you don’t believe and that’s fine I’m basing my hype on 40 years of video editing technology experience so I can’t wipe that from my thoughts
Everything I say I believe |
Next subscriber numbers at AGM (presumably June), as per Final Results RNS. |
Hyper, you're getting as bad as NickB...
"Remember we are doing things no other video editor can do. We are a unique product."
Please explain all the things elevate can do that no other video editor can.
Over-hyping is just as bad as unjustifiable slating. Please try to avoid.
Clearly the product is taking longer in development than we would all like. This matters from a cashflow point of view, both to the company and to the investors.
It will be interesting to see how the share price goes between now and when they deign to give out the next subscriber numbers (July?). Hopefully there will be interim announcements of new features that will keep the price above 3.75p.
I am still confident that we will see 36p by year-end. |
Many investors confuse the business with the share price, it is the business that matters, and the share price will eventually reflect the underlying business. |
See you all in September. |
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