Don't forget that adobe missed out on buying figma for 20 billion because they left it too late |
@salmon9.
The business models most relevant to BIRD are Canva and Figma... Excellent. And how much were they bought out for by Big Tech...?
And when they were bought out by Big Tech, was it before launch? Or shortly after launch, when the payment gateway switched on...?
Oh, they weren't bought out at all? Okay...
I'm not debating the merits of BIRD or elevate's product offering. I am disputing the seemingly undisputable premise that BIRD will be bought out (a) before launch, or (b) shortly after launch.
Rather than, as seems obvious to me, we have many years ahead of us before BIRD reaches unicorn status (if it does). |
So 50 percent still in insti hands. That's comforting. |
Indeed
The stock market disconnect is palpable |
What is the warning most often put on investment ad ie sites? "The past is no guide to the future". In BIRDs case that will be true but most will not realise that before the price soars. The market is enormous and growing fast, their margins are at the top end and those who don't use it will literally pay more for their mistake. |
That perspective cuts right through the mist so we can see how important this development is. The current share price shows that at this stage, hardly anyone understands this.
Yesterday I conversed with a hedge fund CEO whose main concern about elevate was whether they would be able to raise more funds if needed by Dec 2025. I responded by saying that by that stage, elevate's amazing breakthrough technology would be plain to see and so it would be inconceivable that funds wouldn't be made available. This person's technical focus on Blackbird's accounts records showing it has never made a profit was sufficient to stop him looking at the detail of elevate and what it looks likely to achieve. At this stage, there must be lots more investors like this. |
Nick
I thought that might have been worth Caps as well as Bold ;-) |
What is significant about the timeline we are on?
Investors think that when the payment gateway switches on in Q1 that is significant, it is but not technically for the reason you think!
What it means is the technology and product application becomes
The first commercial hyper scale video editing platform in the world
It’s at this point we become very valuable to big tech |
Absolutely |
It seems time to remember that we have been told by Blackbird management many times that the business models which are the most relevant are Canva and Figma. |
If we don’t have some kind of significant progress or traction in 12 months time we have a serious problem.
I’m looking forward to some positive updates on user numbers and tech releases well before that time. |
Nope, a lot, lot better. |
Equally good bisho4 😀 |
 @ChrisCallen.
Yes, I've seen, and been very impressed by, every video with Sumit Rai. I have been a shareholder since (checks account) 31st Jan 2020. I've followed BIRD closely.
I've watched every IMC and Proactive interview. I've bought up to 30p and down to 5p. I've watched every elevate.io promo video with Sumit. I follow SBS on twitter. I have used elevate to create a montage of videos of my cat.
I've been reading this message board since Jan 2020. I've followed every Trading Update and pivot from excitement over The Player to excitement over elevate.io
I've read countless charts from SSB where he's convinced the share price is about to shoot up, but never does.
But that doesn't mean BIRD is going to get bought out before launch (nickb's initial theory) or even shortly afterwards (nickb's Plan B for when elevate is launched and BIRD is still independent).
BIRD might deliver what they are promising with elevate.io, but they aren't promising a buyout, or even to make shareholders wealthy.
I'd love for BIRD to get bought out as a unicorn, because it would make me very wealthy. But we will still all be here, on this message board, in 12 months' time, talking about paid subscriber numbers, SSB's predictions of an imminent share price rise, and wondering if board members aren't buying shares because they might have options written into their contracts.
If the only parallel you can think of is Vodafone, then you ought to read up on Betamax. |
HCBF Chris Callen (I’m assuming you celebrate given the delusional optimism in your post?) |
Yes thank you chriscallen |
Brilliant perspective chriscallen. Thank you. |
Nice one Chriscallen |
 bish04 Have you listened to the SR/MV video from 18ths - 2 years ago? They were pretty clear about what they intended to create and what they thought was necessary. SR has not deviated from that in the time since. The BIRD game plan changed when SR/MV came on board and now it is SRs rules. Rule No1 is that they deliver what they have promised and when they do it works first time consisently... hence no down time since elevate.io started. elevate.io will be disruptive and a game changer because that is what they wanted to create from the outeset.
It is I admit very frustrating especially for long term shareholders and there are those that have been around for 10 years or so more than me and paid a lot more for their shares. But the pay back is going to be spectacular. The only parallel I can think of is when Vodafone floated and created over 100 millionaires as a result... a majority of which were employees who acquired shares through the share scheme and who mostly lived within 5 miles of where they worked. There is another parallel in that Vodafone was a subsidiary of the main Racal business and became worth many times more than its parent company. We are lucky that elevate.io is core within BIRD. |
crazy valuations over there and little old bird ticks down |