Sometimes this board reads more like fan fiction than investor discussion. |
‘ pre-launch acquisition theory coming true’
Indeed 👀 |
bisho4
One would hope for partnership announcement, maybe subscriber number updates and a review or two.
Seems a good opportunity not to waste
We shall see. |
Chris, <0.5% I’d say. That may be being generous. In fact, there’s probably a higher likelihood of the pre-launch acquisition theory coming true. |
I am less interested in what Ian might potentially say in nudges and winks, and more interested in what Ian says in RNSs. |
Chris
Watch this space as Ian would say |
I like the sound of that, but it is pure speculation. |
It's often the case that when I look at options available to me I think about what others might do in response. It helps eliminate unpleasant surprises. But it can also open up other options.
So we know that BIRD is using Amazon for elevate.io but not exclusively. I read that as being the provision by Amazon of Cloud storage and facilities. But that does not necessarily mean Amazon itself using elevate.io though they do make a lot of video/films.
Obviously the launch of the paying product options is a Big Bang moment but what would you like to do if you were in IMs shoes? ... making the Bang even bigger might have some appeal. So what is the likelihood of having a non exclusive deal with an existing major video production and publishing channel and announcing it at the same time? What other options would draw similar attention to the elevate.io release? |
jv, you mis-read a previous post. Best to stop digging. |
I’m thinking there might be a great trading strategy just buying forced sales from institutional investors |
Another 2 x 250k sales again like yesterday |
Another 500k sold at 5.55.
Hopefully if it’s an institution and they need to be all done by year end. |
£14k profit when you sell them HB? |
Good man HB |
I'm not expecting much to happen until '25...but you never know. |
Best of luck HB 🤞🌠. Hopefully we'll all get a good exit point soon |
HB
Nice. |
Bought 100,000 @ 5.95p.
Thanks for the low price. |
They would have to license our ip that remains ours.
It’s a great fit. |
Agreed, concentrate |
I think them acquiring our enterprise business could be very dangerous.
It would be valued at very little, and implicitly come with use of the IP.
There's a way in which it could be acceptable (e.g. acquiring the trade (ex-EVS), with a 10 year PBB on the tech).
Personally I see it as too messy. Imagine having to tread carefully with Elevate for the next 10 years to not breach their exclusivity in pro market.
Finally, if Elevate fails, at the moment we're still left with a small business and some tech that could be sold in a distressed sale. It's insurance which helps underpin the market cap.
Would be delighted to see another PBB though. Would def like to see another party like Ross see value in the tech and pay for it. I'm still surprised no one has used it in remote CCTV applications (frame accurate, fast and lower storage costs for longer term). |
100% Blackbird would slot effortlessly into their ecosystem. Impressive company. It's interesting how many of their customers spoke about aligning values and part of the reason they continue to do business with Ross. Combine that with Blackbird's sustainability white paper and Ross's commitment around this important topic, and it becomes an even stronger proposition.https://www.rossvideo.com/blog/broadcasting-a-greener-tomorrow/ |
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