Blackbird Share Discussion Threads

[bonio10000] 16/2/2020 15:34

Maybe the Japanese Telco?

Or was that now, with hindsight, an effective proof of concept?

[cabi1] 16/2/2020 14:26

Do we think BT could be one of the telcos?

[chriscallen] 16/2/2020 12:17

I think the word that applies is transformative.

[nickb] 16/2/2020 12:08

That’s right.

Makes it difficult to value at the moment because certain OEM deals can blow this out of the water.

Going to have to wait for the announcements and some guidance from the company.

[invest360] 16/2/2020 10:56

Google etc are OEMs, clearly. They are the ‘juggernaut OEMs’ and probably BIRD’s ultimate end-goal. But a lower order, tho nevertheless ‘serious’; OEM deal would scale sales by a factor of 10-100. A ‘juggernaut OEM’ tie-up would scale sales by a factor of 1,000. So let’s not be too disappointed if we don’t get the whale in the first announcements. Let’s not forget that Blackbird is a Tidler. Any proper OEM tie-up with a large company like a telco (as IM has alluded to) would create a seismic shift in BIRD’s scale.

[nickb] 15/2/2020 20:20

Geh
Interesting point

Well you could make a case that they do count as OEM’s I suppose. Blackbird has to go into their product?

So need more information!

[astralvision] 15/2/2020 18:43

Somehow I missed the vox markets interview of a few weeks ago, cracking interview and BIRD surely set fair for a very good 2020.It's tempting me to top up!

[geheimnis2] 15/2/2020 18:36

I would have said GOOG, Azure, AWS but I don’t think they count as OEMs?

[nickb] 15/2/2020 16:39

Although I would not have said the above are necessarily on the typical NAB News cycle.

Any thoughts?

[nickb] 15/2/2020 16:37

Telco

BT Sport?

Verizon?

Comcast?

Mystery Japanese Telco mentioned a long time ago?

[noobiedoobie] 15/2/2020 14:40

The market hasnt fully appreciated the breadth and depth of the eleven sports hook up.

[cabi1] 15/2/2020 14:04

Bonio.

IM is a professional and there are a lot of eyes on him.

He’s not going to have an interview, in his words tease investors about being in advanced talks with large OEM’s if they weren’t.

Listened the VOX interview again this morning and he mentions large telco’s a few times, so I believe one of the large future deals will be in that world.

I’m not pumping the stock as you all know I am a long term holder, but all do yourselves a favour and keep buying.

I’m still buying, but not all at once.

IMHO.

[bonio10000] 15/2/2020 11:53

To be fair, every results they ever issue say they are engaged in discussions, pilots, record pipeline etc

He has really said no more than that.

[nickb] 15/2/2020 10:00

I’m sure everything is above board.

[chriscallen] 15/2/2020 09:07

The timing of when a deal is announced is decided by two factors: firstly as NickB rightly says the OEM will have views on when and what should be disclosed. But the Listing Rules are quite clear on when a deal must be subject to an RNS. There is no wiggle room on this. So the only way of manipulating a date that would meet both sides concerns is to sign contracts but hold them in escrow. Failure to disclose a mandatory statement would be embarrassing for the BoD and could in extremis lead to the suspension of the listing.

[nickb] 15/2/2020 00:20

noobie
The company should not be for sale at that kind of price.

Maybe advanced discussions could include being acquired.

Anyway let us see what gets announced

[pat_cash] 14/2/2020 22:53

There’s no news unless contract signed – RNS said advanced discussions only. Family topping up would require disclosure. Company only getting sold if major shareholders want it to be – makes no logical sense to sell if on precipice of first major breakout deal. Sell price would be multiples of £200m. In Vox IM said “not for sale” and when referring to company “and I run it” – this is a guy who wants to grow a major business from what it is now. Not selling anytime soon.

[cynic1] 14/2/2020 22:25

Cant see a takeover till the mc reaches 200m

[noobiedoobie] 14/2/2020 21:56

Does make me wonder if announcing advanced discussions of oem stuff on global scale has prompted a silent potential company buyer to show its hand before these discussions bear fruit and price starts to run away. Interesting few months ahead, either way

For example, itm was 30p last May and then it released news after news and it hit 170p this week. If an interested party was complacent at 30-40p, they completely missed the boat once price started to shift

[cynic1] 14/2/2020 21:42

I should imagine its illegal to sit on news and allow the money makers to drive the price down so institutions and family to top up at the expense of the weak PI. Release the news of oems now and announce the launch of the player at the NAB.

[geheimnis2] 14/2/2020 18:52

Correct elrico

[nickb] 14/2/2020 18:44

Early NAB announcements from companies are starting to trickle in now.
So could happen anytime.

[nickb] 14/2/2020 18:41

Chris

I believe It’s in the hands of the OEM as to the timing it’s their product or service

[mcsean2164] 14/2/2020 18:40

2 more months until NAB.

[bluesbreaker] 14/2/2020 18:37

At what point would it become compulsory to announce such a thing? If there are any details to finalise and sign off, I would have thought a delay would be justifiable.