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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 2.5% 10.25 10.00 10.50 10.50 10.00 10.00 296,594 08:47:35
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 0.9 -2.6 -1.1 - 34

Blackbird Share Discussion Threads

Showing 5426 to 5450 of 6600 messages
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DateSubjectAuthorDiscuss
11/2/2020
20:54
Yes that’s true. So if Google asked for your professional valuation what would it be?
nickb
11/2/2020
20:32
Blackbird is valued on future discounted cash flows. As is the IP. The IP is an inherent part of the PLC, so has no separate value unless you sell it. It's not tough. I get well paid to do it for a living.
bonio10000
11/2/2020
20:31
Did I say that? Future discounted cash flows.
bonio10000
11/2/2020
20:29
What if a company has developed a Coronavirus drug that works would you look at last years sales to value it?!
nickb
11/2/2020
20:27
bonio So everything here has no value then!
nickb
11/2/2020
20:13
Blackbird player any worth IP wise? BWTFDIK
sideshowbull
11/2/2020
20:10
Value of IP is a function of future cash flows. So IP value is a function of profits and cannot be divorced from the success of the business. Delorean spent a lot on developing IP too. And that had no value.
bonio10000
11/2/2020
19:17
I mentioned earlier I thought it was the Gervais Williams fund that may be shuffling the deck. May be Miton main but if that happens I hope they dump as in "fire sale dump" - not seeing it. Rinsing and releasing PI's? That seems more probable to me. I don't really care, I am a bull. BWTFDIK
sideshowbull
11/2/2020
17:50
Richard Do you not put a value on the Blackbird IP? A lot of money has been spent developing it
nickb
11/2/2020
17:40
We will find out fairly soon about new contracts . The key thing to valuing the shares is what profits are going to be earned from the Bloomberg deal . So far , we have been told nothing . The other important factor is what costs are associated with the deal . Again no information . Someone mentioned a profit margin of 85% . There have been many instances where very high margins quickly attract competitors who undercut . Are there any competitors ?
richard107
11/2/2020
17:35
Well I bloody hope so. I don’t want to have to make a return to tennis coaching 🎾
pat_cash
11/2/2020
17:31
Pat It also says several - not just one. Whilst not agreed - I assume they know. This stuff takes an age to integrate.
bonio10000
11/2/2020
17:20
Want to invest in concrete invest in a construction materials company😃
nickb
11/2/2020
17:06
Just to be clear, my point was more that the statement doesn’t actually say that a deal will be announced, but does say ‘advanced discussions’. I fully believe there’ll be a deal, and the aim of the statement and date of financial statements being post-NAB etc may be to signal there’ll be one announced around that time, but Richard saying the statement doesn’t say something concrete – which therefore may explain the drop in price – is correct.
pat_cash
11/2/2020
16:57
Fill your boots.
cabi1
11/2/2020
16:52
Can you imagine the amount of engineering work involved in an OEM deal Can you imagine us announcing before the OEM partner says Can you imagine us and the OEM partner not being ready to announce at NAB
nickb
11/2/2020
16:49
‘ My interpretation was that they’re still only discussions,‘ That’s very worrying then! 😊
nickb
11/2/2020
16:27
The RNS doesn't appear to have steadied the share price. Once again it is lower though Buys outnumbered Sells in volume so far today but at this level of trading the price could reverse quickly. In IMs terms OEMs include AWS, Alphabet, Microsoft etc but also the big telecomms companies and largescale users of video. So I suppose Netflix would come into that category too as well as Disney and others... anybody who uses video on a very large scale and can impose BIRD on users as part of the package on offer. On richard107s assumptions BIRD would need to make sales of £3M at margins of 85% above the break even point to justify the price. One extra large contract and there are supposed to be "several" or "a number".If they landed 3 the price would based on over 2p earnings per share so the 50p talked about is not entirely out of reach.
chriscallen
11/2/2020
16:25
My interpretation was that they’re still only discussions, which would be Richard’s non-concrete point. In IM’s Vox podcast I think he mentioned there’d be an announcement with who they’d partner up with at NAB – similar to the Google/IBC statement last year – or have I misunderstood? The price went up significantly on the back of the Google announcement but still hasn’t resulted in a deal. The hope of course would be an announcement of a deal at, or in run up to, NAB…
pat_cash
11/2/2020
16:25
A break below the placing price would be nice. ISA season handily placed just prior to NAB and results.
bonio10000
11/2/2020
16:09
Pat Exactly on the PE however the statement did tell us that OEM deals are about to be announced (NAB).
nickb
11/2/2020
15:57
IMHO a p/e of 20 is for large, mature, stable companies. If Blackbird hit earnings of £2.5m this year it’ll be from some sizeable contracts signalling acceptance and making it much quicker and easier to scale, which would then be priced into the valuation along with market hype, giving a higher p/e. I agree the vagueness of the statement is the problem and gives little to go on. And good (slightly worrying) point on Miton/Woodford.
pat_cash
11/2/2020
15:18
The problem is that the statement doesn’t say anything concrete . The company is now capitalised at some £52 . To justify this , I reckon that we should be thinking of profits of some £2.5m at a generous p/e of say 20 . Any thoughts would be welcome . That is sensible ones - not wishful thinking hype ! Also Premier Miton might be a forced seller of some or all of their large stake as their small cap funds have suffered huge withdrawals in the tailwind of Woodford . Probably unfair but that is life . Just illustrates why illiquid stocks should not be held in open ended funds
richard107
11/2/2020
14:34
Market can't read a statement properly then?
bonio10000
11/2/2020
14:33
Cabi No real shareholders would be selling at this time or price. Imho
nickb
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