Blackbird Share Discussion Threads

[bonio10000] 28/10/2019 20:51

Back up the truck.

[geheimnis2] 28/10/2019 19:55

Would probably be cash, b

[sideshowbull] 28/10/2019 19:47

Not selling my BIRD

BWTFDIK

[bonio10000] 28/10/2019 19:41

Is the $3bn cash or share for share?

[sideshowbull] 28/10/2019 19:38

There was an offer but that was years ago, many many many many years ago..

No idea on offer amount

$3B seems about right now in today's money if you would want the Blackbird Player. (That has not been released).


£11 party.

BWTFDIK.
IMO

[chriscallen] 28/10/2019 18:32

Is that £200M for IMs 5.79%? If so, I'd have to have a serious think about it. Perhaps the news tomorrow might give a hint for the future. More usually BIRD is like an American short story collection: "It's been a quiet week in Lake Woebegon. Steve got locked in his software laboratory overnight on Monday and was so stressed he invented 14 new products previously unknown to mankind...."

[bonio10000] 28/10/2019 18:30

No need to spend £200m anyway.

When for £5m you can bang out a similar codec.

[nickb] 28/10/2019 18:07

Mcsean
You said you would accept 12p not that long ago.

Maybe you are not cut out to be an investor, perhaps an index tracker fund would suit better.

[mcsean2164] 28/10/2019 17:59

No they did not because if they did, they'd be obliged to share that information with Shareholders. I would say 99% of shareholders would accept that offer, me included.

Of course £1 billion is a nicer number etc. but £200 million would be a good outcome.

[bonio10000] 28/10/2019 14:59

There is a reason IM hasn't sold out for a quick £200m.

[mcsean2164] 28/10/2019 14:54

I360,

Apologies if I'm a bit flippant, you raise some interesting points. However, it's nearly a year since IMs prediction with only US State to show for their efforts. It's very possible that was in the pipeline back in November but given it's a competitive tender process, it would be misleading to assume success on that front. I expect that's more to do with A&E.

So a year later and those deals have not materialised and Google is targeting a clipping company that is not bird for a takeover.

Remember, potential not realised is just that. The automobile was a huge success but how many companies went bust competing with Ford.

Bird need to get a move on!

[invest360] 28/10/2019 13:55

McS - That was what I was talking about. And me too. Tho I suspect that A+E was one of them. I doubt the others have gone away. Would be an interesting question to ask.

[mcsean2164] 28/10/2019 13:49

Invest360,

That stuff has been spoken about at length. I'm more interested in seeing the big deals Ian promised last year

[nanga parbat] 28/10/2019 12:32

Thanks Nick.😇

[nickb] 28/10/2019 12:12

Beautifully put

[invest360] 28/10/2019 11:19

Not yet McSean. The big bet is that contracts do come through thicker and faster as time goes on. That is, after all, why we are so excited by this stock: the share price simply doesn’t represent the underlying opportunity. In my B-to-B SaaS business we can go months with consolidating on a contract and then do 7 or 8 in a month - and EVERY contract keeps getting renewed year on year - so growth is continually consolidated on top of past sales - just as with BB. It is frustrating standing by awaiting news, I agree. But a lot of us have taken the view that the market has come of age and BBs tech solves exactly the problems the industry is waking up to; and that it does so pretty much uniquely. Evidence that it really does work can be seen in the exponential growth of initially small contracts - and having become the darling of Google Cloud. Watch this space, I say...

[nanga parbat] 28/10/2019 10:03

Mcsean, why don’t you take some of the medicine bonio’s been taking? It’s worked wonders for him!!!

[pat_cash] 28/10/2019 09:51

Too bad you sold so much at the bottom of the market McSean :/

[bonio10000] 28/10/2019 09:44

If it was a quick turnaround then it can't have been one of the November deals mentioned by IM.

Irrespective of prospects, we are (another) 12 months on from that now.

[nickb] 28/10/2019 09:42

Mcsean
You could say that or you could take a more bullish view of our technology and prospects. 😀

[mcsean2164] 28/10/2019 09:31

Hmmm.. I guess we must assume that all the big contracts to which Ian referred, failed to translate into sales. 😢

[nickb] 28/10/2019 08:46

We would not have any competition in a tender so yes 2 weeks would make sense.

[invest360] 28/10/2019 08:01

Yes. I was a little surprised by that. I suspect the 2 weeks was the period of the tender, the requirement having been specified previously over a much longer period.

[chriscallen] 28/10/2019 07:14

Once they get a foot in the door they do seem very able in expanding the contract quite quickly. The problem seems not to be finding the doors because there are plenty of them but persuading potential customers that it really is an exceptional product offering real benefits and cost savings. Perhaps its price is too low? After all would you buy a new Ferrari if somebody offered it to for for 15p?