HCBF to all those who celebrate |
6 months say.
Big tech don’t buy businesses they buy technology that is ready to scale
They ain’t going to hang around watching us build a business imho they can scale and monetise incredibly fast to millions of users |
Define much! Lol. |
0% chance of been acquired much after launch.
Just for fun😀 |
@mcsean.
BIRD isn't "eking out" it's survival. The board were very clever and raised s TON of money while the getting was good, to fund this prolonged development period.
How many AIM boards raised sufficient money 3+ years ago? And how many had wished they did, |
These percentage estimates are fun!
Here's mine :)
0% - Nickb's "plan A" that we'll be bought out before launch. 0% - SSB's charting, bull flags and share price rises. 100% - q1-q2 2025, another closed/private fundraise to allow more HNWIs onboard.
Just for fun, y'all ;) |
This is Unicorn or history
You've been saying that for around 5 years now.... It seems to continue to eke out an existence. |
johnveals ... does that include his options, or is your calculation just on shares currently held?
and i've always thought that was his ambition , hence not selling for less than that. |
When BIRD flies any buyer will have to be incredibly quick... hours if not seconds will see buyers priced out. The danger is that US investors wake up and a wall of $$$ will swamp the market locking out potential UK investors. When BIRD takes off it will become simple arithmetic and what we already know now will in time push the share price up to levels rarely seen in the UK. |
Two thoughts.
BIRD will be well outside the vast majority of Insti buy parameters for ages.
and
SBS needs £16 to be a billionaire. |
HOLDING BIRD - we all are..
No BIRD sold..
BIRD.
No advice
BWTFDIK
SSB |
Who posted that? Was not I,
"‘all about shares in the market to buy’"
But..but I’m not buying until it’s proven and everyone agrees then I will go and buy loads for 7p
😂
BWTFDIK SSB |
‘all about shares in the market to buy’
But..but I’m not buying until it’s proven and everyone agrees then I will go and buy loads for 7p
😂 |
Been doing this investing thing for a bit.
They don't come too often, all about shares in the market to buy.
BIRD is at least a 100 bagger IMO.
BWTFDIK
SSB |
Lol what a bunch.
This is Unicorn or history.
We all know it.
I am in the Unicorn brigade if you may have noticed?
Chart looks great too,
No advice.
BWTFDIK
SSB |
It’s not a normal business investment
Disruptive technology in play.
The fact it’s decades in the making might turn out to be the biggest bull signal ever. |
BIRD is a very odd company. It may be unique in not making a profit since it floated on AIM back in 2000. But that is history.
Now it looks like it really has a world beating product that will enjoy hefty profit margins with patents to protect its technology. So it should be able to grow extremely fast and yet remain cash positive. That is unusual (though some would say that they have had the benefit of enough placings in past years).
A company that is highly cash generative with a protected product is likely to attract long term institutional investors which need the steady cash flow to meet their own commitments e.g. insurance policies, annuities. The expected return will, of course, take into account the potential for growth in future years and how fast that return rises. On 4th September JP Morgan produced a report showing "London-listed IT companies were trading at an average forward P/E ratio of close to 35 at the end of June. US tech firms were lower at 25.7"
So that should make the bottom for any calculation of the expected p/e at least 30 but if BIRD can present a persuasive case it could be much higher. Currently today the average 3 year p/e ratio has risen from 35 to 43.7
SSBs suggested upper price target no longer looks impossible. |
And our advantage is significant as we have lived and breathed them for so long. If they were going to fail, they would have already done so. |
You can buy 10,000 shares for around £700
Too risky? |
Gemeimnis2 Yes, I agree with you. |
Share price for me is simple
A mixture of:
- very little institutional money going into AIM - especially micro caps - track record of very low revenues and loss making - as a result of the above, not many investors (institutional or otherwise) are looking into BIRD - and even if they did , they would need to be convinced that this is not another false dawn
Arguably this creates an opportunity for those who have delved deep and like what they see |
Yes it’s a lot of work to really understand Blackbird.
Our investor advantage over ‘the market’ |
I still think that it has been a huge amount of effort to understand the ins and outs of what Blackbird/elevate is doing and what it might achieve. We have been prepared to do that because we were already deeply invested in Blackbird before elevate. We are very motivated to see the way forward and hopefully see a way to success! I think outsiders would be daunted by trying to understand what is going on and what the future might be, so they probably look around for an investment which seems more straightforward to seemingly understand. |
‘Plus we aren’t even sure it will be a success, otherwise we would all still be loading up in size.’
Some of us have financial restrictions!
Turning your your point 180 around why are we not all selling? |
Cabi
Yes I can understand, I smile 😊 but I’m not being influenced by them! Should I be influenced by these market investors? |