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Investor discussions for Blackbird Plc (BIRD) on ADVFN reveal a mix of concern and optimism regarding the company's financial situation and upcoming product launch. A notable point highlighted is the current cash position of approximately £5.6 million, with projections indicating a potential cash burn that could deplete resources to around £3 million by the end of March. Asserting on the potential need for a fundraising placing, user "the stigologist" expressed apprehension about whether this is sufficient for a successful product launch. This sentiment reflects a cautious stance among investors about the company's immediate financial health.
Despite the concerns, there is optimism regarding BIRD's upcoming product "elevate," particularly with a launch slated around the SXSW event in March. Discussions have pointed to the software being accessible and appealing to a large market, hinting at potential subscriber growth. Investor "cyberbub" noted that "News drives share prices for real investors, not short term traders," suggesting a belief that the forthcoming product developments could catalyze a positive shift in stock performance. The interplay between skepticism and hope is evident, with many investors anticipating significant updates leading to the launch, indicating a largely positive sentiment about the long-term prospects of the company.
Quotes like, “I thought we’d sell our technology to Larry Ellison,” coupled with expectations for a “burst of freebie users signed up,” portray a mixture of excitement and speculation for the future. Investors are considerate of the potential risks but are hopeful for effective strategies that could ultimately yield substantial returns.
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Blackbird PLC (AIM: BIRD) recently provided updates regarding its employee share option schemes and the pricing for its Long Term Incentive Plan (LTIP). As of December 31, 2024, Blackbird reported a total of 6,293,422 ordinary shares available in its employee stock option scheme, indicating ongoing commitment to incentivizing its workforce. Additionally, the company confirmed that no securities were issued under this scheme during the reporting period from July 1, 2024, to December 31, 2024.
Moreover, the company announced pricing details for units being issued under its LTIP, which was extended following shareholder approval at the 2024 Annual General Meeting. This plan aims to reward members of the management team through cash payments linked to enhanced shareholder value, demonstrating Blackbird’s focus on aligning management incentives with the financial performance of the company. These initiatives underline Blackbird's strategic focus on enhancing employee and management engagement to drive overall growth and shareholder returns.
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SSB |
4.75p to £16 I’d die laughing 😂 |
bonio |
AI responses are getting much bolder.. |
Prefer actual value model £55 But Fine with £16.. |
How much do you make per £billion of marcap SSB? |
My only question. How many BIRD do you have?## |
Twelve Labs |
Cabi |
I hope they use the incremental storage pricing model, a bit like Google drive, as the user will be tied to BB storage. This will enable a cheap and easy entry into the editor which could attract many more initial user subscriptions. I think it may be a big ask at the beginning to ask for, say 30/month. Take-up at that price may be slow. I would rather see 500k users at 3.99 than 10k at 30. And, of course, as the storage requirement grows, so does the price to the user, who is by now, tied in to the product.Either way, as I have previously stated, unless we are involved in a sale, the revenue growth will probably not be steep enough to avoid another raise. Not to be considered a problem, just a process on the path. |
"If elevate.io could do auto captions/subtitles that would win over a big chunk of CapCut users." |
"It’s now disappearing behind paywalls" |
CapCut is a pretty poor editor its strength is that it’s tied to TikTok and has some AI generated effects TikTok style surprisingly |
" They'll just manage to do the launch and place into the spike they hope will materialise from that." |
Acquire CapCut |
Cabi, indeed |
"I don't think they have advertised for over a month " |
Yes. |
You're saying it would be better to release poor news just before the company's most important event in many years? |
Bonio, 2% conversion from 300k users would put us most of the way to breakeven. I would expect a rocket in the share price if they declare those numbers in the weeks following paid launch! |
Type | Ordinary Share |
Share ISIN | GB0004740477 |
Sector | Computer Programming Service |
Bid Price | 4.50 |
Offer Price | 5.00 |
Open | 4.75 |
Shares Traded | 93,557 |
Last Trade | 08:00:00 |
Low - High | 4.75 - 4.75 |
Turnover | 1.94M |
Profit | -2.49M |
EPS - Basic | -0.0064 |
PE Ratio | -7.42 |
Market Cap | 18.39M |
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