Blackbird Share Discussion Threads

[astralvision] 13/11/2019 11:57

Sounds good.I wonder when the player will be released?

[bonio10000] 13/11/2019 10:03

"We continue to progress with our strategy to position Blackbird as a key infrastructure component in the technology stack of major media businesses. To this end we have multiple ongoing discussions with large companies around the globe. As Cloud adoption becomes more prevalent in larger companies, with our strong Blackbird platform offering, and with the right commercial team in place, we are well positioned to exploit this."

[chriscallen] 13/11/2019 09:49

I agree bonio10000 only £100K each would be disappointing. I don't think any of the press releases use IMs "large" (£1M+) or "medium" (£100k - £1M) so it's very difficult to tell whether they are towards the large or the small end. What I do think I know is that of the 4 TownNews releases on the BIRD site 2 are RNS and 2 are RNS Reach. By inference therefore the 2 RNS contract extensions are each worth at least £80K plus (more than 10% of turnover being one test for an RNS)and the 2 Reach announcements are considered significant say £40K each. So TownNews might now be at £300K p.a. with the first contract included. That's why I think the US business could be as much as £600K this year but with very little hard information and timing of income receipts being unknown it's guesswork.

[nickb] 13/11/2019 09:18

I remember I did that when it went sub 5p so yes always good to be able to do that.

[moneygecko] 13/11/2019 08:59

Sooner or later may need to smash a piggy bank if it goes sub 10p

[chriscallen] 12/11/2019 20:20

Sooner or later some of the large deals that IM had in mind a year ago must drop if BIRD is to be permanently re-rated by the market.

The multiple expansions of the TownNews contract, particularly the gains of TV stations, IMG, Deltatre and A+E will now be generating income but the State Dept win is still in early days as an income generator though I notice that they do a lot of video postings on YouTube. My guess is that the out turn for the year will be around £1.2M but with more to come from the existing contracts in 2020. The RNS announcements made this year should be generating at least $300K in a full year and the RNS Reach though smaller in value being more numerous should reach a similar level. This compares with the £158K generated in North America during 2018. During 2020 the turnover should rise rapidly as the State Dept contract kicks in and the others continue to grow so I hope to see somewhere around £1M from the North American existing users next year.

The unknown unknowns are what can be generated in Europe (but presumably it should be £700K or more plus what can be gained from new wins) and what major wins can be made in the USA. If another fund raising is to be avoided BIRD will have to achieve significantly more than £2M invoiced sales in 2020. This should be achievable but past history shows sales seem always to disappoint. Perhaps this year and 2020 will prove different.

[sideshowbull] 12/11/2019 19:26

Shock and awe coming?

[sideshowbull] 12/11/2019 19:11

I trade most things, but won't trade BIRD I invest in BIRD.

#notgettingmybird.

Still wondering where my BIRD are though.

Why can't I set limit sell on my ISA or SIPP above 17p hmmm.

Makes you wonder ?



BWTFDIK

[nickb] 12/11/2019 19:01

SSB

A fast move up with tight buy limits perhaps?

[bonio10000] 12/11/2019 18:59

Yep.

I would like Townnews to get up to 150 stations, A&E to be rolled out across the business and another US dept to use BIRD.

That would probably sort it together with more generic general wins.

[nickb] 12/11/2019 18:47

bonio
That’s a good point about our customers.

Our sales could easily double without our sales guys doing anything!

[sideshowbull] 12/11/2019 18:10

MM's cleared the deadwood yet?

Chart shows a nice double bottom of move.

See what happens tomorrow.



USA State Department.

Give me a G.

BWTFDIK

[bonio10000] 12/11/2019 17:48

Well, I think the Townnews, A&E and State Department deals will end being 7 figures down the line.

I assume IM never clarified if 7 figure was considered to be the initial deal or the ongoing potential.

[nickb] 12/11/2019 16:42

Need to see a 7 figure deal

1. money of course
2. Shows they have arrived at the next enterprise level which in itself should generate more sales.

Still scratching the surface of what should lead to a $100m + market

[bonio10000] 12/11/2019 15:21

Nope - but income is lumpy based on large deals.

I don't think the can incrementally move the dial with bits and pieces here and there.

[nickb] 12/11/2019 15:04

Still not good enough though is it

[bonio10000] 12/11/2019 14:50

Thank you sir.

Yes - some of that £1.2m at 30 June should be appearing in the P/L in H2.

[moneygecko] 12/11/2019 13:49

Bonio I would expect to see improved numbers with some new deals this year starting appear on the balance sheet.

[bonio10000] 12/11/2019 13:22

Gecko - you heard that or just your take on matters?

[bonio10000] 12/11/2019 13:21

It worked in 2012 for the olympics.

It's been a long 7 yeas between drinks.

[nickb] 12/11/2019 12:42

So our technology works!

[chriscallen] 12/11/2019 12:38

Blackbird, IMG and the R&A shortlisted for SportsPro OTT Award
12th November, London – Blackbird plc (AIM: BIRD), developer and seller of the market-leading cloud video editing platform Blackbird, has been shortlisted alongside IMG and The R&A for a SportsPro OTT Award.

The nomination is in the Best Fan Engagement category in recognition of The R&A and IMG using Blackbird to deliver rapid and engaging content at The 148th Open Championship at Royal Portrush in Northern Ireland.

With multiple live feeds into Blackbird, IMG’s team on location was able to clip, edit and publish highlights to Twitter within seconds. Blackbird’s ability to provide professional video editing in the cloud on just 2Mbs was key to the fast-paced environment in Northern Ireland. Over 300 individual pieces of great content were created across Championship week – including Emiliano Grillo’s hole-in-one and the Champion Golfer of the Year, Shane Lowry, taking the acclaim of an adoring Irish fan as he made the greatest walk in golf on his 72nd hole.

Tournament highlights were viewed millions of times by fans globally on Twitter – delivering further levels of reach and engagement for what was one of the greatest Open Championships in living memory.

[moneygecko] 12/11/2019 12:28

Blackbird numbers pretty poor, end of dec and new year should show some improved outlook in black and white then just rumours I hope

[cabi1] 12/11/2019 10:28

George Maddocks LinkedIn

In Frankfurt representing Blackbird at Netoriums Technology Symposium. Looking like it will be a great few days.