Blackbird Share Discussion Threads

[nickb] 27/3/2024 18:32

Yes it would be nice to get an Enterprise win.
Grass Valley has just had a $200 million re capitalisation

Did you know we added AI from 12Labs into our Enterprise product and the stock market reduced our valuation!

[pokerchips2] 27/3/2024 18:10

Enterprise needs a major new customer, but M&E is pretty tough right now

[nickb] 27/3/2024 18:06

Thanks Salmon I appreciate that

[salmon9] 27/3/2024 18:01

NickB
It has been clear for a very long time that your experience and depth of technical knowledge in the Blackbird/elevate subject is far greater than anyone else on this thread. You have been very generous in sharing your knowledge and perspectives with us, with a great deal of patient understanding.
At times, the response you have received must have been frustrating for you, as it has also been for a number of us.
I would go so far as to say that in my opinion, your knowledge and perspectives and passion for this subject area have enabled you to be a visionary in seeing the way forward and the possible outcomes.

I suggest that it should be of some consolation to reflect on the certainty that visionaries are very rare and do not hold the view of the majority!! If they did it would be concerning!

[chriscallen] 27/3/2024 17:54

NickB Approaching an II is not something I would do lightly. The last time I did they decided a single BoD chsnge wouldn't do and instead unloaded a very substantial number of shares which depressed the price for weeks.

[bonio10000] 27/3/2024 17:39

"Even with news like 80 us stations using blackbird etc and 2023 starting extremely well they have again failed to deliver growth and income."

The correct facts are it was 80 and then it fell to about 70 when Blox lost a decent customer.

The company then made play of winning 2 new stations, when in fact there has been a net loss over the last couple of years.

[bonio10000] 27/3/2024 17:38

Quite.

Lets also not mention PBB, OEM model, TATA or Via-Create.

[concentrate] 27/3/2024 17:32

£6-£7m cash vs £21m market cap?

[bones698] 27/3/2024 17:28

It's interesting to look back over past news and see what's happened. Interestingly here its been a story of lots of promise but failing to deliver meaningful revenue or profits for many years. Even with news like 80 us stations using blackbird etc and 2023 starting extremely well they have again failed to deliver growth and income.

On that note and with such a high mkt cap v cash I would say further to fall here

[clocktower] 27/3/2024 17:27

This though is just a niche tool.

[nickb] 27/3/2024 17:25

Time to move to the Guild?

[nickb] 27/3/2024 17:23

Just paid Adobe £57

[papillon] 27/3/2024 17:22

free stock charts from uk.advfn.com


BIRD log chart. There was a "Death Cross" formed on this chart @ around 30p @ the start of 2022. No sign yet that the share price decline is about to end.

[bones698] 27/3/2024 17:21

Until they can show growth in turnover mad break even the market isn't interested and in fact sells into news these days. Looks overvalued to me at present given the early stage of elevate.io and until some numbers start to come though. 4-5p fair value atm imo. Is it worth a gamble on good news to come?

[nickb] 27/3/2024 16:50

Clocktower

Correct 😀

[nickb] 27/3/2024 16:50

Chris

Why don’t you contact them?

[clocktower] 27/3/2024 16:49

It would have to beat anything by a million miles to make average Joe to pay for the use of, so don't get carried away thinking there is going to be tens of thousands paying for a slightly improvement on what they can get for free.

[nickb] 27/3/2024 16:49

Chris

Unusual for very big tech to bid against each other.

Alphabet has deep pockets

[cabi1] 27/3/2024 16:47

I’m with NickB.

Not concerned with today’s drop.

[chriscallen] 27/3/2024 16:46

NickB Would it really only take 3 months and not 6, 12, 24 or more? I'm not sure this BoD can any more be trusted to bring the product into use on time. It's a skill not many managers have. SR might be able to do it but he's not even a director.

[nickb] 27/3/2024 16:43

Pokerchips

I don’t want to be gloomy like you guys, I’m happy thank you

I have tried my best to tell you how amazing V1 of elevate is.

But Clocktower won many over it seems.