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BIRD Blackbird Plc

7.75
0.25 (3.33%)
Last Updated: 12:33:16
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
  0.25 3.33% 7.75 7.50 8.00 7.75 7.50 7.50 80,975 12:33:16
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Computer Programming Service 1.94M -2.49M -0.0064 -12.11 29.03M
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 7.50p. Over the last year, Blackbird shares have traded in a share price range of 3.40p to 14.50p.

Blackbird currently has 387,077,188 shares in issue. The market capitalisation of Blackbird is £29.03 million. Blackbird has a price to earnings ratio (PE ratio) of -12.11.

Blackbird Share Discussion Threads

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DateSubjectAuthorDiscuss
08/3/2024
12:03
hornblower
Public Cloud is on AWS which can hyper scale.

Our previous enterprise product also runs on AWS but is in our private Cloud and so limited somewhat.

Getting our tech running efficiently on public Cloud with Blackbird10 makes elevate possible at a price point accessible.

SS did very briefly say this at the presentation

nickb
08/3/2024
12:02
" Secondly elevate is not reinventing the editing user interface it actually looks like an Adobe product! Collaboration is new."

NickB

But Adobe already have Team Projects and collaboration ...within the more Pro Premiere Pro etc

..so I guess Elevate adds it to the lower tier, smaller group users you dont need the extensive complexity of Premiere Pro etc ?? " all what you need and not what you dont" and dont have a collaboration product for their current use ..outside of the "Hollywood" Pros

pokerchips2
08/3/2024
11:59
Agreed NickB, the Company are entering a very interesting phase. The 'market' hasn't woken up yet to a) the compelling reason why the big players would want Blackbird/elevate and b) how few paying subscribers elevate needs (about 30,000) to put it in the £500m plus takeover valuation category based on what is becoming the standard 50 x revenues for this high growth creator tools sector.

In terms of revenues, I assume there will be revenue share for the planned phased roll-out of third-party plug-ins such AI and a video library. Presumably, these plug-ins when added will be included in the higher cost subscription category.

One of the positives is there will be a glut of interest and news with regular updates to elevate and third-party reviews. That should bring attention to the investment case as well as help the 'going viral' process if high-end user and influencer reviews are as good as anticipated.

Despite the decline of the M&E market, it would also be a nice bonus if Avid came back after their takeover and entered into a Powered By Blackbird license. I don't know enough about them to know if they are resolving the issue internally or if they still need the Cloud solutions that Blackbird would provide.

nick2412
08/3/2024
11:58
One way of looking at this technically.

As of now
The front end product interface and creator offer is the ‘value’ to elevate the business

The back end tech running on public cloud that is what’s valuable to a big tech player

In 3-5 years time
The subscriber and revenue dominates value.

nickb
08/3/2024
11:54
NickB,
Sorry for my ignorance but, please explain the difference and advantages/disadvantages of "public cloud" as opposed to say AWS.

horneblower
08/3/2024
11:47
Cyber
‘ The only other option would be for Bird to actually show and demonstrate Elevate to Adobe, Apple etc before launch - but it seems inconceivable to me that it would be acceptable to management or shareholders that our amazing product should be shown to major competitors in secret in advance.’

Cyber
elevate.io as a product or platform is not secret, we all know about it but because most investors don’t have the depth of knowledge on video editing products they find it secret.

The secret is the business plan and numbers calculations for elevate

Firstly elevate is based on our Blackbird enterprise product that is available to Adobe or anyone else to try so that’s not secret.

Secondly elevate is not reinventing the editing user interface it actually looks like an Adobe product!
Collaboration is new.

Thirdly if we know about elevate I’m sure Adobe does it’s not like they don’t have any experience in building video editing software and have no experience building web based browser apps

What they want to know is does Blackbird video technology now work on public Cloud at scale and efficiently.

It’s blackbird moving to public Cloud that is the game changer to the big boys.
It’s the back end tech rather than the front end interface

Is an Adobe ‘experienced and connected’ editor testing? Yes of course imho

nickb
08/3/2024
11:17
Post 13376
Nick2412

‘ My only slightly different perspective is that if Adobe don't strike immediately it doesn't prevent elevate from being a multi-bagger success albeit over a longer bumpier journey. I also think Adobe isn't the only potential acquirer.’

I 💯% agree
I use Adobe because it’s a direct target 🎯
It’s the company under the most pressure to make a move followed by Canva if they are ambitious
Other big tech companies are in everything.

Adobe in my opinion are not invested in the M&E video editing market that belongs to Avid
M&E video editing has become niche.

nickb
08/3/2024
10:47
mcsean2164 I think it's because there are a lot of elevate businesses/products around quite a lot selling software.
chriscallen
08/3/2024
10:47
mcsean2164

its proper name is ESSENTIAL in order to drive traffic to the website .... so increasing SEO uptake... just like sports direct shops are labelled Sportsdirect.com, their proper title

pokerchips2
08/3/2024
10:39
Zak, "to give it it's proper name, elevate dot io"

Sounds a bit like Homer Simpsons car. I guess it's a trademark thing but no need to correct interviewers?

mcsean2164
08/3/2024
10:18
I bet all the creators on the trial are desperate to tell their friends, I assume trial creators will be given a time when they can do this, I hope it goes viral at that point. If influencers are on the trial, then this could be quite explosive. Who knows, but certainly an exciting prospect. How many are on the trial, did I see 300 mentioned?
hyperal
08/3/2024
10:08
what projections are those ... very possible this launch can have a viral nature to it ..'
'Collaboration' is key .

kcowe
08/3/2024
10:05
I think as Chris suggests people need to take these projections with touch of care
pokerchips2
08/3/2024
09:24
Cabi1...on zac interview .. he gives growth projections ... R1 value .. Keep growth above R1 ... do the calculations .. its exponential growth .
kcowe
08/3/2024
09:15
Chris

fair point, true... somewhat speculative indeed .. and it does suggest that training videos etc are part of the launch to get users up and running in less time , and AI support system for FAQ and questions

but ....that is less than £10 a week which when you think about it ..is cheap in terms of the return the product can provide for these high end users ,

I suspect Allenby are envisioning fewer free users from this first targeted group..with them moving quickly to a subscription

pokerchips2
08/3/2024
08:58
Pokerchips2 The only guidance we have on learning curves is the comparison of 6 months reduced to half a day with elevate.io.

Again we can play around with the average monthly revenue per customer but the only "guidance" we have is the sharp upward revision by Allenby to £36 in their financial model. That suggests that they think the target users will pay more than they originally thought otherwise why would they change it?

chriscallen
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