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BIRD Blackbird Plc

4.35
-0.275 (-5.95%)
12 Jun 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Blackbird Plc LSE:BIRD London Ordinary Share GB0004740477 ORD 0.8P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.275 -5.95% 4.35 4.20 4.50 4.625 4.35 4.63 390,407 14:40:06
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Computer Programming Service 1.94M -2.49M -0.0064 -6.80 16.84M
Blackbird Plc is listed in the Computer Programming Service sector of the London Stock Exchange with ticker BIRD. The last closing price for Blackbird was 4.63p. Over the last year, Blackbird shares have traded in a share price range of 4.35p to 14.50p.

Blackbird currently has 387,077,188 shares in issue. The market capitalisation of Blackbird is £16.84 million. Blackbird has a price to earnings ratio (PE ratio) of -6.80.

Blackbird Share Discussion Threads

Showing 54126 to 54148 of 58700 messages
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DateSubjectAuthorDiscuss
07/3/2024
10:44
There seemed to be a merging of minds between IM and SS when the question about whether they have a figure for a buyout in mind. I suspect they have discussed it, and I suspect it is big, very big.

Why would SS give away his life work for millions, or even tens of millions.

I would bet he has done the maths to work out what it would have to be sold for to make him a billionaire, and it's less than half of £37.

johnveals
07/3/2024
10:37
Hyper
Well said

This isn’t easy and time to market is critical.

Try and build a Canva or Figma now!

nickb
07/3/2024
10:31
Under the surface their has been a lot of shares moving and changing hands/ accounts over the last month or two
nickb
07/3/2024
10:28
John
Absolutely and that’s the big picture here

Try and get a young creative video editor to use Avid they see it as old fashioned clunky.

Younger people want to work with web apps and collaborate across the internet is my big bet!

nickb
07/3/2024
10:24
SWMBO and myself watch Freeview TV and use a hard disc recorder to record stuff so we can fast forward through the adverts. I watch some stuff on YouTube.

It feels akin to listening to 78 records on a wind up gramophone.

Our daughter doesn't have a TV license and doesn't watch any broadcast TV, she is 34.

Enterprise may be dead, except high end, but video is exploding at the same time as the cloud is expanding.

I think we're in the right place at the right time.

johnveals
07/3/2024
10:22
Salmon

GV are an open platform I don’t think it’s them who are not making it happen!

We are focused on elevate with our resources.

I also highly speculate that if a big player is interested in us they would see our enterprise side as a pain to have to deal with in their strategy. (Just a view)

nickb
07/3/2024
10:17
NickB
The answer to my Grass Valley question was also interesting.
The fact is that if you go on the Grass Valley web site and search on Blackbird, it takes you straight through to AMPP.
Ian said there is no current business going on with them, so I assume it is the same issue that the industry is in recession and so perhaps a bit like I understand EVS are finding things, there is a lack of appetite for costs related to changing methods of working.
So, it sounds like it is poised to lead to business at some point, but no guarantee when.

salmon9
07/3/2024
10:16
Clocktower

But they don’t have the technology to pull that off.

It also takes years of development

Investors are not recognising the decades of technology investment here they see that as worthless in a business sense.

They don’t recognise all that development and testing at the top of the pyramid we have done
They don’t recognise the efficiency of Blackbird technology which will come into play at scale with considerably lower AWS costs compared to what the competition could achieve with off the shelf video technology.


So releasing something better a few months later would take years of development from some time ago.

nickb
07/3/2024
10:15
clocktower, I think Sumit Rai probably has it under control.
johnveals
07/3/2024
10:12
That's an interesting observation salmon9, because if that does happen it would complicate any acquisition by a major under the MMC.

Which lends support to the NickB theory for an early buyout.

johnveals
07/3/2024
10:08
Three/ six months free for every new client is the way to add quickly and cheaply and then see if they can retain customers.
clocktower
07/3/2024
10:07
Salmon yes interesting but SS needed more grilling on that statement

1. They are not interested
2. See how it goes
3. They can’t

SS sees the reason as option 3 I reckon.


Ian also said he didn’t want to say too much because he thought the competition will be watching that investor meeting

nickb
07/3/2024
10:06
How can he possibly know if the competition have a product that they are working on?

They might well be waiting to see how they can upstage BIRD and add extra features and then launch wa bigger budget, and just destroy what is left of the company, picking up any assets for a few bucks.

clocktower
07/3/2024
10:04
100,000 users is 0.038% of the adult population of the USA
1,000,000 users is 0.38% of the adult population of the USA

so 30,000 is utterly tiny expectation ...

pokerchips2
07/3/2024
09:57
NickB
In one of my questions yesterday I asked them what they thought the big competition would do when they launch elevate, and although all my other questions were answered quite fully, they didn't comment at all about how the competition might react when they launch.
As we know, SS did say that the competition had no plans to launch a similar product.
I think the least the competition will do is watch closely how it is received, and sign up for a subscription!!

salmon9
07/3/2024
09:45
Just to put things in context 30,000 active users on the model published and updated recently by Allenby implies earnings per share of better than 2p. Even allowing for losses on the M&E product it implies a significant rise on the current share price

The biggest unknown is, given its technological edge and apparently favourable reception by those who have used it(the reference to groups of users by SR was interesting in this context), how quickly can it make inroads into the potential users? SR mentioned benefits for users referring their own contacts so the take up may be much quicker than past launches achieved.

So what is a realistic target for the number of paying users by 31/12/2024?

chriscallen
07/3/2024
09:41
Spoon
If say it takes 3-5 years for us to build a billion dollar business what do the major players do in the mean time when they need this yesterday?

I can’t see them watching and waiting all those years!

nickb
07/3/2024
09:40
Bloody hell we've ticked up. Lol
shortsqueezer
07/3/2024
09:17
P2 I agree, I don’t think there will be plans for break even any time soon, all money made will be used to scale the company bigger for a long long time. The valuation will come from turnover not profit. I do think their end game will be to sell but not until they have the company valued at over £1bn
spoonmuff
07/3/2024
09:09
‘If its so great why wouldn't competitors build a similar product?’

VERY difficult to build a competitive product that can scale and is not a toy.

nickb
07/3/2024
09:04
Anyway after listening to Sumit, if I was a newbie to BIRD I would happily load up at current levels.

It’s like being an early investor of Figma and Canva.

If we were a U.S company they could easily raise more money, than our current valuation.

Still all to play for.

HB how’s your chart looking?

cabi1
07/3/2024
09:03
breaking even....but...sounds like they will keep investing into the platform.... to further grow it ....so... may well keep it loss making to promote growth and add the features still on the list
pokerchips2
07/3/2024
08:45
Baring in mind that each paying user will need to "carry" a freebie user who's costs are similar...so I reckon you need perhaps 70% more total users than paying users.
horneblower
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