Blackbird Share Discussion Threads

[elrico] 13/2/2020 21:48

Charts do lie - they only offer clues to investor sentiment, often impacted by short term focus. The company can be building solid foundations and while NDA's prohibit the telling of the true worth of each contract, uncertainty and fickle retail investors can soon lose interest until the company demonstrates the truth in the numbers. Could H2 herald the arrival of the deferred payments of £1,208k, plus...? If cashflow positive and add an OEM, then new high - kick on.

And other stuff

[cabi1] 13/2/2020 20:43

Keep filling your boots.

Had a few more earlier.

IMHO.

[sideshowbull] 13/2/2020 20:34

Charts never lie, even as much as anyone tries to influence it.

It will complete.

BWTFDIK

[bonio10000] 13/2/2020 20:26

Maybe just another non-OEM deal?

[geheimnis2] 13/2/2020 19:56

Over 20p next week?

Could the OEM announcement be very close?

[sideshowbull] 13/2/2020 19:48

I call it squeeze into reality. I think tomorrow may be a good signal of what the free float may be.

It all could be a bump to get someone out let's see.


BWTFDIK

[nickb] 13/2/2020 19:43

Mms perhaps got wind that your back bonio😀

[bonio10000] 13/2/2020 19:18

I think around this level they are just upping and dropping it to generate some volume and money.

However that spike was a bit out of the ordinary.

Anyway - back from Vegas - so the march to 40p can now commence as I am back on the ball.

[nickb] 13/2/2020 18:54

That last rns was good news so should not have pushed the price down.
Perhaps they did it to fill an order

[bonio10000] 13/2/2020 18:43

Big squueze into the close

[nickb] 13/2/2020 17:56

MK
No such thing as a simple cut in professional editing 😧

[geheimnis2] 13/2/2020 17:52

seems like a few folks are thinking that THE BIRD IS THE WORD?

[_m_k] 13/2/2020 17:32

i heard vast majority of editing involves simple cuts from one scene to next. so for most activity an avid level tool is overkill. but if your content needs that 10% you have to have those tools in the chain. but if 90% of the work can be massively sped up with a tool like blackbird it makes sense to have use different strokes (or makes it a necessity if your competition opts for blackbird and starts beating you to the finish line).

[nickb] 13/2/2020 17:15

SSB
Whoosh indeed.

Have the MM’s been fishing for sellers recently, I think so

[nickb] 13/2/2020 17:13

Chris
An Avid editor will not give up their Avid for anything.
However we have always been in the Avid workflow for many years.
So no direct replacement on big complex jobs in TV and Films.

Might see a official partnership with them you never know.

[flagon] 13/2/2020 16:36

The BIRD is the WORD !

[sideshowbull] 13/2/2020 16:31

Closed with max offered 1.5k @ 16.997


Woosh

[biker6] 13/2/2020 16:29

🚀😃

[sideshowbull] 13/2/2020 16:19

Make that max 15k @ 16.25p

Oh well

[sideshowbull] 13/2/2020 16:16

They just dropped limits on offer to max 25k @ 15.975p.

Hmmm

[chriscallen] 13/2/2020 16:13

From memory at the back end of 2018 IM did an interview and one point that he made almost as an aside was that he was not trying to replace AVID as a way of handling video. Then he said there was, however, a lot of work that AVID does that was ancillary to their main function and that BIRD could do that faster and better. At the time I had probably been watching too many nature films and was put in mind of a praying mantis starting with the back leg and continuing until only the head was left. If I have remembered that correctly BIRD will be in the workflow with AVID picking up the bits at the end. They might find that is a very uncomfortable place to be if more and more editing and manipulation takes place in the Cloud without the need for AVIDs kit in every location.
It's a major shift in technology. How many amateur producers of photos now use expensive cameras when phones can take pictures at more than 13 Mega Pixels and send them anywhere in the world? There is still a need for some very special and expensive kit and processing but the mass market is dying if not already gone. When did you last pay to print holiday snaps?

[nickb] 13/2/2020 12:35

MK
Yes agree with that
Avid editing is very niche these days when you look at the overall market.

But we work within an Avid workflow.

Perhaps will even do an OEM deal with them at NAB.

[richard107] 13/2/2020 12:21

It is simply research written by an institutional stockbroker . Apart from Allenby of course , I am not aware of any other firm following Bird .
There is much less research into small companies now thanks to MIFID .
Unless Ashdeans comes up with some evidence probably best to ignore what he is saying .

[_m_k] 13/2/2020 12:00

think the 'trick' to winning here is going to be less about displacing traditional editing users wedded to their avid software (either out of necessity or comfort) and more about capturing newer users whose video editing needs don't require the complexity of fully fledged nle video editors. we do have a definite advantage in terms of speed / simplicity.

[nickb] 13/2/2020 11:49

MK

Yes it’s messy and inefficient but it is being touted as a solution.
I think Ian described it as bolting on wings to a train!

However it can also help us in that virtualisation only does high end video Finishing work at the end with Blackbird in the rest of the workflow.

So we really do have a Cloud Video solution that is fast highly efficient and highly scalable
No one else can do ALL this.