Blackbird Share Discussion Threads

[cabi1] 04/12/2019 12:48

Buys. IMHO.

[flashheart] 04/12/2019 12:29

Less than a tenner in value between the three so almost def buys. MM's look for at least 50 - 100 for each rollover. Would be more for this size trade as well.....Interesting.

[bonio10000] 04/12/2019 12:26

Rollover or buys?

[mcsean2164] 03/12/2019 21:36

G2,

I would not be unhappy if you won!

[bonio10000] 03/12/2019 16:33

Depends whether they have another placing and how many millions of shares they give themselves in options.

[geheimnis2] 03/12/2019 16:29

Share price competition might be interesting next year

For once it wont be - whoever goes lowest wins!

[nickb] 03/12/2019 14:32

“Good luck to those who aren't using it, they'll need it.”

MK
Exactly it’s becoming very difficult to see how the modern video enterprise can avoid using Blackbird to at least some degree in their workflow.

[invest360] 03/12/2019 13:49

Nice find pat_cash and Flagon!

[invest360] 03/12/2019 13:41

Well Disney and Hearst jointly own ESPN and they also own A+E Network - which BB have already successfully sold to this year, so I expect ESPN will fall pretty soon, too.

[_m_k] 03/12/2019 13:32

"It looks like they're all starting to turn to Blackbird as a backbone of their delivery platform"

Not using BB will consistently deliver a competitive disadvantage for time critical content.

Good luck to those who aren't using it, they'll need it.

[pat_cash] 03/12/2019 13:02

DAZN would be great and I can imagine isn't too far off. Disney and Amazon would be even better, particularly Disney with BAMTech and ESPN+. Will probably dominate sports streaming. Fingers crossed for the future.
hxxps://sevenleague.co.uk/2019/08/08/why-uk-sports-industry-should-take-note-of-disney-ott-bundle

[flagon] 03/12/2019 12:42

A couple of articles on DAZN, dont't think posted before ...

Study: DAZN is top revenue-generating sports app
OTT mobile platform beats ESPN as highest earning app for first half of 2019.

Posted: October 2 2019 By: Ed Dixon

Full story below ...



Business interview: Simon Denyer, DAZN - The London tech boss tempting fans with a £3bn Spotify for sport
Video streaming chief says ‘pay-per-view sucks’ and is aiming to crack games in UK

ALEX LAWSON
Friday 14 December 2018

Full story below ...

[invest360] 03/12/2019 12:27

Spot on Cabi1

[cabi1] 03/12/2019 12:01

Invest360. Absolutely. Blackbird obviously have something no one else as otherwise why would a company like Bloomberg sign a 5 year deal with them. I honestly can’t believe people aren’t loading up today. By the way I bought 15k at 14.39 earlier. IMHO.

[cabi1] 03/12/2019 11:51

I’ve also seen some activity with IM and the Swedish Television Company (SVT). Looks like Sweden’s version of the BBC. IMHO.

[invest360] 03/12/2019 11:50

Thanks Nickb. I think you nailed it when, as a longtime professional editor (and my I say, expert commentator on the broadcast/post industry), you say "everyone in the industry has the same problem." Looks like at the moment BB is the only game in town.

[nickb] 03/12/2019 11:50

noobie

Good to have you on board as a quality investor.

[nickb] 03/12/2019 11:48

Cabi you did.

I’m going to raise you

Just about everyone in the industry will become a customer to some degree👍

If anyone can come up with some technical reasons why not I would love to hear.

[noobiedoobie] 03/12/2019 11:47

I increased my hold last Friday by around 33% at about current price. It was the first logical buy point since my last buys in July. I reviewed the news flow since July and saw 9 positive bits of news which justified a top up. I am an investor so in it for the long haul

[cabi1] 03/12/2019 11:42

NickB. I said a while back Eleven Sports would end up as a customer, due to the activity on LinkedIn. I’ve seen the same with regards DAZN. They are so obvious, as all the team start liking, and commenting on their posts. IMHO.

[nickb] 03/12/2019 11:29

I think Ian has been courting DAZN


Remember everyone in the industry has basically the same problem.

No surprise that Blackbird is winning customer after customer.

[invest360] 03/12/2019 11:24

DAZN has a seriously poor reputation for video quality. Freezing, blurring, pixelating and buffering - and can't play out on all devices. They also have workflow issues. What's the chances they're on the lookout for a bullet-proof, professional grade video editing and delivery platform that also improves their workflow?

[invest360] 03/12/2019 11:16

It looks like they're all starting to turn to Blackbird as a backbone of their delivery platform. I can't imagine the others are happy to stand idly by and watch their competitors help themselves to a competitive advantage like Blackbird. I like the sound of CBS, ESPN and Sky, too. All in BB's sweet spot. Watch this space, I say...

[geheimnis2] 03/12/2019 11:14

thanks Invest360

DAZN would be nice - a proper UKREG too

huge market out there - the smaller contracts all add up too...

[invest360] 03/12/2019 11:09

Very revealing articling in TV Business International:
"As new sports streaming services such as DAZN and Eleven Sports aggressively seek out rights and push traditional players to innovate, how is the market responding and measuring success?

It is a time of immense disruption in the sports streaming market. Almost every day there is either more content being made available by rights holders, online services are rolling out in more countries, or broadcast deals are showing increasing signs of splitting across multiple delivery platforms.

Most analysts agree it’s a time of experimentation for sports apps and online streaming of live sporting events. All the activity among pioneers in the market such as DAZN and Eleven Sports and established broadcasters ranging from CBS and ESPN in the US to Sky in Europe means players are still discovering what works and what doesn’t. Meanwhile, many sports league, event and tournament owners are starting to look at how to develop their own streaming services to cut out the middle man."
hxxps://tbivision.com/2019/04/23/sports-streamers-a-long-road-ahead/