Chris
Absolutely
It’s more than our valuation as a business
It’s the strategic valuation to others in a multi billion dollar industry |
Perfect johnveals. That's twice in 24 hours!! |
I agree Chris, “tens of billions” will not be achieved with an early sale.
billions not millions |
 It's a mistake to underate the BIRD management now. They haven't had serious downtime since the launch, Henry Morgan seems tbe a wizard in sorting out problems experienced by users quickly, their podcast videos show that there are a number of professional markets that they are targeting and most of all when SR says something he delivers on it.
I don't think its wise to look at a single potential bidder because this is a product that poses serious risks to quite a number of very large companies even with the limited applications that have been touched on to date and there will be more as the video market develops. It's not BIRD itself that poses the risks its how other big players deploy elevate to gain advantage over their competitors and that's why a bidding competition would be a likely especially if elevate user numbers soar. But I'm not at all sure that SBS, IM and the staff would want to bail out now. After all if elevate demonstrates in say the first 6 mths that is on track to deliver their vision they have every incentive to remain independent and shareholders too will want to stay on board. |
Yes the June 2024 AGM video is still very impressive. Amazing technology and plans for integrating it all. But we know all that...Something has to break here soon, in the next 3-4 weeks IMO. Hopefully it's the share price going lunar... |
I have never been more positive on any AIM investmest ever.
If they stay on AIM I will stay, if they leave AIM I will come with.
My teens just agreed, with their holdings too,
All the rest is "fear and greed".
BWTFDIK
SSB |
Salmon
Absolutely
Engineering quality shines through and they are delivering on the product which you can tell they haven’t rushed, obviously the downside of that is it takes more time but it’s worth it in the end.
Marketing is not my skill but I can see that ‘product led growth’ is the best and most natural way to grow and sell.
If the product is good word will soon get out
You can see from the AGM presentation that they have deeply thought through their go to market strategy’
As you say ‘ They definitely know what they are doing.’ |
NickB
I have probably watched the video 6 times and each time I do so, my understanding travels deeper.
They definitely know what they are doing. They are totally determined, and both SS and IM have huge investments at stake which must be a huge motivator for them.
We now know, thanks in large part to you, that the product design, technology and performance is top class. We know it has key unique features which have a really significant and valuable performance advantage. The key aspects of the technology are patent protected.
The next stage will see the focus move on to sales and marketing.
The AGM presentation proves they have clearly researched the marketplace very thoroughly in order to understand the current market, and how best to address it in order to win the necessary number of paying customers. They no doubt have set what they believe to be realistic achievement targets and they will do everything possible to achieve them.
SS, IM, SR and the NEDs have the ability and experience to get this right, and I believe that the first few months after the launch of the subscription tiers will reward their efforts. Growth from there should be rapid and hopefully exponential!! |
Yes sticking with AIM but it’s a broken market and forget fund managers |
NickB
Thanks for video prompt, had another look, quite clear, they will stick with AIM.😊 |
Salmon
Thanks for posting that, I have seen it so many times and it never bores me which is amazing for an AGM Video 😂
That AGM presentation video is investor Gold
44:15 in
Partnerships is interesting particularly curious about Hardware
48:05 minutes is Tens of Billions |
I note the beast is after tiktok |
For anyone wanting to refresh their memory of what IM explained at the June 18 AGM regarding the plans for the launch of elevate, the start point is 44.15 minutes in from the start.
He explained their low cost initial start in the autumn of 2024, followed by the more expensive promotional work in early 2025 surrounding the Q1 launch of the paid tiers.
Included in this work there are plans to form partnerships with companies which may be around hardware, public cloud, creator networks etc. He said there had already been alot of interest from creator networks.
He said they will also be working much more with influencers who have expressed an interest in working with elevate.
7 months on it still sounds to be very solid convincing, detailed specific planning. IMHO |
_m_k
Maybe if we did a deal for elevate.io and share price was nearer £6 before delisting, that could work. Could get some benefits from the ISA and then still retain some stock in BIRD outside the market after delisting for BIRDs next move beyond elevate.io
As you suggest the codec has so much value, hard to sell that at any price.
If we retain the codec, then £6 is probably a bit steep, but a good licensing deal would help steady the nerves. |
NickB
Unfortunately I don't subscribe to X so can't read full post. |
_m_k
That would be amazing if we can achieve that.
I just feel the big players, will want all or nothing, particularly the ones who are general cloud operators and not just into editing. Obviously if they want all it would need to be at a premium.
Just my thoughts. |
Hyper
It’s not about delisting it’s why he delisted
As we have suspected the AIM market is dysfunctional, broken |
Hugoramp
Reported to AdVFN and filtered |
"we will just get snapped up"
application can be sold but the codec retained / licensed, there is ambition for the codec beyond editing / elevate - i.e. distribution - would far eclipse potential for elevate. |
All the ISA benefits would disappear if we delisted, also other costs for SIPP holders. I know, DGI just did this.
Would not be a good move for many shareholders.
I appreciate it may be easier to raise money outwith AIM now, but it shouldn't be conditional on delisting to do so, that would be so unfair on many existing holders.
This is my greatest worry concerning my investment in BIRD. In fact I sold a few DGI before it's delisting and purchased more BIRD this month. |
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