I love Math,
My mindset is you know this is a 10000 x bagger.
"Buy and try to get as many as you can" as a Private investor.
As a private investor we will be the last to know. "Even though I know".
I am sure we have all being the same place, Cabi has been socking away £500 from his paycheck every month.
"THE CULT" is lucky enough to just buy at mkt.
#BWTFDIK #SSB |
Well said SSB
I suppose some will exploit a lack of knowledge and confidence |
HB
You would think that Big Tech has engineering talent and knowledge to test elevate video delivery now adding a few features is irrelevant ANYONE can add features it’s the Core Video architecture that is unique and that can be tested now.
eg we are running on Amazon AWS and its global infrastructure so why would Amazon not be able to understand hyper scaling of Blackbird?
Why wouldn’t Google Cloud or Microsoft Azure not understand?
Sure they could watch and wait until we get a million subscribers but then will it scale to 10milion or a billion + which are the numbers that they will need.
It’s all in the math |
You all sound scared again because of few PD agents trying to get a few more shares for their buck.
They will win, short term but do you want to buy before the pump -during- semi- shakevile or just know.?
I know,,
Where are they going to get shares from?
Not I Not many floating if anyone bothered to do proper check and balance.
BWTFDIK #ssb |
What you say makes sense HB.I'm not trying to talk the share down, as someone suggested earlier today. I have a lot invested here, as I can see the massive potential if they pull it off. I was simply saying that it will help confidence if they issued a progress report soon. It's critical that they manage to launch on time, and I've been investing long enough to know that delays are far from uncommon.The reality is that there will need to be a fundraise sometime in Q2. I don't think the auditors will sign off the 2024 accounts (due by 30 June, likely to be later this year if only because of launch workload) if they haven't raised at least £3M, but if they want to ramp up the marketing campaigns they will need more. Of course as HB says (and I tend to agree), if the launch has gone well and paid user numbers are starting to ramp up, I imagine that any raise will be done well above 10p. 50m shares at 15p would be a superb result, giving several million quid to send the subscriber numbers 'hockey stick'. Touch wood!NAI etc |
HB, you give me hope again. |
In my book, going it alone is inevitable...and it's what our team expect to happen.
The lawyers and accountants at any large, potential acquirer are going to want solid evidence that SS's systems can be scaled to 100 million users. They are not going to pay big money simply on SS's word that it will scale.
That does not mean it won't happen, but we will have to wait until the product is much more developed, and the Pro version is available with at least a few months smooth, working history under its belt before things really start to hot up.
Hopefully the product is progressing to time-table and we will have a Pro launch in March. If so, I reckon the share price will probably have reached 15p, with 30p approaching late summer as user numbers grow.
Depending on continued user-growth and IF the promises of hyper-scalability prove true, then I will be satisfied with £3 per share, although I can see why some people feel this would still be too cheap. |
So slightly more sells than buys in total, but not by much. The tick down to 5.5p offer only reflects the real-world spread all day. Perhaps the MMs are trying to encourage a bit more reading with a narrower spread? |
So 250k at 5p printed |
Probably because of comments regarding rude health and multiple PBB and TATA deals. |
Another good rise today.
Still looking for my minus 4p entry point though |
Probably knowing my luck. |
Cabi
Sounds like you are going to lose all your money but if you listen to yourself and act then all good. |
Still waiting for Anne, Youri and Nick to buy some stock in the market.
Would have thought now is the perfect time, at 5.25p.
Maybe they don’t believe elevate will succeed. |
Adobe aren’t interested in elevate.io.
They will build their own, with all the bells and whistles.
I don’t think anyone is interested.
We are going to have to go it alone.
That’s why we are down here, because no one believes they can do it, and we will run out of money,
Plus they will struggle to do a fund raise as well, because institutions have chucked so much money at them already, and got nowhere.
Let’s hope they can succeed, and prove the market wrong, |
Chris Correct |
bonio
I kinda of hope Adobe doesn’t buy us we are better suited to big tech because of distribution and Hyper scale video manipulation.
As far as engineering team going to Adobe they can work on other things you know!
That said Adobe is going to build a web based video editor they have said so, they do know it’s the future of creative apps they have also said that.
see Figma which they tried to buy for $20 Billion but left it too late and have now lost that market
And of course Canva for web browser graphics design which is a tremendous threat.
Video is next |
The problem for Adobe is that they can employ 1000 people for 10 years and pay out a large fortune and still not have a viable product let alone one to rival elevate.io... In other words the essence of the AVID problem that SBS defined some 3 years ago I think but made worse by the creation of elevate. All the time that passes while they try to find a competitive route risks more new patents from BIRD that constrain what is open to them as competitors and raises the likely cost of any deal with BIRD |
Who knows.
But all we have is that limited release was November 2023, general release was in March 2024 - so at a minimum Adobe had 8 months to look over Elevate and and at most 12 months prior to pulling the trigger on a competitor.
I'll also throw in they never licensed PBB in over 3 years either.
There is no body of evidence or action there to suggest they are interested in BIRD at the moment. |
You may be right, bonio
But I doubt they can build a scalable product? |
My guess is they will build their own using the Scenery team.
In 9 months, at least, of assessing Elevate all they have done is pick up another product.
There is no reason to think they are buying Elevate. |
Their CTO (I think it was)left Scenery and went to work down the road at Adobe and took a few engineers with him.
Adobe will build a browser based video editor it has to. |
Which is why they picked up Scenery? |
I’m sure any competition (including Adobe) will be testing elevate in their lab, and they won’t be interested in bells and whistles features but core hyper scale performance
Add the public information and they will know more than enough to influence them.
Ian Stephen and Sumit could now give a giant US tech companies executives one mind blowing presentation and importantly real demonstration under NDA But have they? |
It looks to me as though the majority of shares traded today are buys judging by the two price levels traded. Maybe I am wrong. The number of people who really understand what Blackbird/elevate will soon have is probably be very low IMHO.
The detail provided in the June presentation was amazingly detailed and specific. I would have thought more detailed than might have been expected. That presentation will probably have been watched by competitors as well as investors. Maybe that's why Scenery packed up. The patents maybe made SS feel there is no need for secrecy and maybe a benefit from competitors seeing how complete a product elevate will soon be.
Two of the clear options would be pack up or pay up!! |