John
Yes Tens!
They are very ambitious is my understanding. |
‘logically the chance is very low’
That’s not logical!
Video is worth more money than specialised design
So if it goes to $1B it means it should carry on growing and we would be foolish to exit.
It’s a binary situation
Very poor take up so not worth a lot
Strong growth take up which puts us on the path of Figma’s valuation + so silly to exit.
Individual investors can always exit any time and some are exiting even now at 6p ! |
Well anything is possible, we might end up a new Figma, logically the chance is very low, but who knows.As for not challenging IM, do you really think the rest of the BOD would pipe up in the middle of a public interview and tell him he was being overambitious? It's just a statement. |
Put alongside Figma and Canva £1bilion looks unambitious.
And IM didn’t say ten billion, he said tens of billions, and the rest of the board, and Sumit, didn’t bat an eyelid.
I know with a share price of 6p this is difficult to get your head around, but why not given the nature of the technology and the examples of Figma and Canva to follow. |
Anyone can talk whatever they want. Not everything everyone says is true, or realistic.Personally I'll be very happy with a £1bn takeover in 2026. Anything more is welcome! Each to their own though! |
Why would Ian accept $1B when he talks $10B ? |
I don't think HB's timeline stopped at the point where he predicts £1 a share??"Tens of billions" is probably exaggerated. But seeing £1-2bn (whether organically or through takeover) seems entirely feasible to me, *if* our management play their cards cleverly. Imagine a scenario where we have 30,000 paying users and growing at 200-300% per year. I'm certain that a £1bn takeover is then within grasp. |
Great post Hornblower, but where does that leave IM’s ambition of ‘building a company worth tens of billions’. |
With more and more of those videos produced there will have to be a general rise in production quality so as to compete for attention. |
Cyber
It’s more efficient at scale
Many estate agents are part of chains so one editor working remotely can do all the properties and collaborate with review and approval with individual agents. Also media management becomes a headache at scale, not so with the paid elevate
Certainly in the US some very fancy real estate videos are produced
A $5m plus property demands a commercial level quality video.
A lot of YouTubers do property videos
Same with cars and boats.
Then there are Weddings, very big market
All happening globally!
Difficult to think we can’t get 10,000 paid users from around the world in a market size in the millions |
That's true, but why would a real estate agent pay for Elevate, if the basic functions are free? I can't see an obvious need for collaborative features. As far as I know agents shoot their own videos or maybe in some cases a colleague does, but then the editing is fairly simple back at the office?Corporate videos are a more likely source of paid users IMO |
Short videos of airbnb properties around the world, very useful.
Those individual videos of each property can also be re purposed into 20 min travel log videos of places to stay and local attractions.
Then they will be re edited for different languages, so more editing work.
Use the blackbird spark player and those travel log videos can be re edited in real time depending on availability of the properties.
Dynamic editing!
Just shows the possibilities of next generation cloud tools
I know in the US making real estate videos are big business. |
Where are Airbnb sniffing around?
Not to worry I found.
I presume your talking about the marketing person from
Airbnb liking elevate.io post on LinkedIn. |
A schwarze-fogel? |
Interesting Airbnb are sniffing around. I don't think they make use of video yet. |
i would prefer a unicorn |
A phoenix ? :-) |
Yes, 10k users or thereabouts is breakeven. If/when we reach breakeven then Bird becomes a completely different animal.... A pterodactyl maybe ;-) |
At 25K of paying users BIRD should bc generating cash of around £7.5M a year and have EPS of over 1.5p |
Be nice to be acquired pre revenue so those waiting to invest miss out 😂
Technically I would say elevate has just about now developed enough to be acquired.
If ‘they’ are not kicking the tyres now they never will be.
Adding a few features and a few thousand users will not be of interest to big tech.
So interesting times
All imho |
HB.
That’s sounds beautiful.
Let’s hope it plays out that way. |
Horneblower
I agree with your logic.
On one level it seems strange that currently, the share price places no material value at all on Blackbird's achievement in what they have already proved and demonstrated in producing elevate.io thus far, with it's reliable technical performance plus the promises of significant advantages against the competition in what's to come.
After all, Blackbird have have already demonstrated their supreme innovative technical ability with their enterprise business.
However, so far what they have failed to do is prove that they can create a profitable business that is self funding. Hence the scepticism implied in the share price.
For the share market, seeing will be believing. IMHO |
There are three major milestones ahead...
1. Announcing 100,000 plus freebie users.
2. Launch of paying version.
3. Announcing 1,000 paying users.
1. I hope will be before end 2024 which should produce an share price around 12p.
2. is probably not likely before Mar '25 and could produce a spike to 30 to 40p.
3. may not take very long from launch, as the user-base should already be there. 1,000 paying users shows real growth potential and ought to consolidate the 40p price.
Thereafter it's either lift-off or takeover, imo.
So, £1+ is on it's way, but patience required. |
Agreed, if it starts taking off then it's going a lot further than 20p IMO. I might trim 15% in the 20's but not 50%... the rest is going all the way... *if* it takes off of course... |
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