 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. |
I found this thread on X interesting from a CEO of an AIM listed biotechnology company about how broken the AIM market seems to be, it explains a lot of what we are experiencing. (It was posted last year)
‘… To be clear, the UK markets are not just illiquid, they’re…
completely broken and closed. ‘ |
6 weeks to go.
Is this week the last chance to pick up stock below 5p?
I think it is. |
Yep, and if we take, let's say 40k Adobe users, I don't think Adobe will sit back and let that continue for long, in fact if any of the big players see a shift to us, we will just get snapped up, particularly if they take note of our technological superiority.
Well that's what I think will happen and if we drain users from multiple big players, they will scramble to get us, for this reason I think it's more likely that a move will come early or even before launch.
No way will they sit back and allow 300k users to drain away.
I don't think I will panic sell on the first offer.
Anyway, this is all in my dreams, so no advice intended. |
To get to say £6 a share I reckon it would need something over 300K of paying users based on the 2nd Allenby model. SR and MV had a target of 1M users. I think Adobe in 2014 got to 400K of users in 8mths but a good part of that was likely conversions of previous customers whereas elevate is coming from a standing start. |
All very exciting. Better than putting money on a horse and a short race. Lol |
Cyber
This is not a normal business growth situation
We are in the extremely hard phase of tech and product development with no revenue for elevate to show but cost for development to see.
That means the market finds valuations impossible at this time.
Once its out there we don’t need factories we don’t need warehouses we don’t need retail, or service centres etc to build and fund, we have Amazon AWS doing the heavy work that scales globally instantly.
Marketing costs can be controlled and clever strategies will trump $$ so in terms of free. It’s just raising awareness in a viral market, so people can simply go sign up no barriers and hoops to jump through to try the product, then it’s down to conversion to paid.
So anything is possible without acquisition but many of us feel acquisition will happen if the project is successful and success may just mean a demonstratably great working product ready for big tech to run with and that’s worth a lot of money fast.
Big tech have the customers but don’t have the product
We have the product
We shall see |
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