Blackbird Share Discussion Threads

[sideshowbull] 24/2/2020 20:15

With the yearly stock challenge I choose AIM only as a norm, I was rushed literally last min could not find a 5th AIM stock (I liked) fast enough so chose Tesco not AIM (as should be a safe average on sample 5)).

BIRD was my first choice.

Just lucky with SNG I guess.

2020 Annual challenge not monthly.



BWTFDIK

sideshow

[bonio10000] 24/2/2020 14:14

Eleven strikes me as being too ahead of the curve.

There is a generational shift in viewing habits - but I don;t want to wait another decade for BIRD to cash in.

They need to pick up some large established players right now who will actually pay meaningful sums.

To put it in context, the NRL deal is more important to me than Eleven.

[chriscallen] 24/2/2020 14:09

Eleven Sports sold its Polish business last year. It was I think from memory the biggest part of its empire.

"Polish media company Telewizja Polsat has completed a takeover of Eleven Sports’ operations in the company.

Polsat, which is owned by Warsaw-based broadcaster Cyfrowy Polsat, has increased its share in the Polish-registered network from 50 per cent to 99.9 per cent, according shareholder data on the National Court Register (KRS).

Polsat previously paid more than €38 million (US$44 million) for its 50 per cent stake in May 2018, as part of a strategic partnership that saw Eleven Sports continue to run the business with Krysztof Swiergiel remaining at the helm.

Eleven Sports ‘part of discussions’ as La Liga tenders UK TV rights
As part of the new arrangement, Andrea Radrizzani's media company keeps one share from 6,679 that make up the business. The value of Telewizja Polsat’s total stake in the global sports broadcaster’s Polish operation is now above €77 million (US$86.6 million).

Since launching its Polish operation, Eleven Sports has delivered a range of sports content to around 2 million subscribers, operating its own over-the-top (OTT) service and four channels, including a 4K service.

Its portfolio includes rights to major sports properties including Spain La Liga, Germany’s Bundesliga, and Italy’s Serie A soccer leagues, as well as the Formula One motorsport series and the ATP 250 tennis tournaments."

hxxps://www.sportspromedia.com/news/polsat-eleven-sports-network-takeover-poland

[nickb] 24/2/2020 13:50

Bonio
Ok not massive but massively high growth in the sports media market.

[nickb] 24/2/2020 13:15

bonio
Only when you look at it at face value


Others will note the courtship developing with Eleven Sports who are massive😀

[bonio10000] 24/2/2020 12:36

Complete waste of time and just a different rehash of the same old.

[nickb] 24/2/2020 11:56

New blog post

[invest360] 24/2/2020 11:09

Agreed R107. Large deals always take a frustratingly long time to manifest. On top of that BIRD is selling ‘disruptive217; technology. A lot of people think that’s a byword for automatic blue sky revenue. But in fact that makes the timeframes much longer. If all these corporates had to do was sign a new electricity provider it would be done and dusted in weeks. But this requires a transformation of the way whole companies manage their workflow and engage their market. Fortunately the industry seems to have finally recognised the need to do this (that was always BIRDs biggest risk), and it looks like they’ve identified BIRD as the most (possibly only) capable provider. However, putting the wheels in motion takes some doing. It’s a long-haul for us investors, but the ones who been here for a while believe the underlying story and I think those with the patience will be rewarded.

[sideshowbull] 24/2/2020 10:43

Support area right here for our bird at the bottom trend of the triangle.

BWTFDIK

[sideshowbull] 24/2/2020 10:39

Boni straight through resistance like a stabbed rat.

Watching 1689 spot area closely though, with that DT on 15.

[chriscallen] 24/2/2020 10:34

The problem is that the BoD has a long history of only communicating with shareholders when they realise that they will need to raise money - just look at all the things that were said during the first 15 years or so. The last capital raising was probably different in that they needed to fund the Bloomberg deal and probably got it on better terms because they had it in their pocket.

The only issue now is whether they have a deal lined up to announce or whether it is a way of buying time in the hope that they might sign something. We may not know until the end of April but if nothing substantial and transformative is forthcoming by then the market is not likely to take it at all well.

[bonio10000] 24/2/2020 10:20

SSB

Gold.

[richard107] 24/2/2020 09:56

Saying that the sales staff should be sacked really is a daft comment . Announcements are not not made just to keep punters like you quiet .
Hasn’t it occurred to you that all deals will be pored over by lawyers before being signed . Any new company signing up will use their own lawyers and not rely on what was done by the previous company . As I know from very frustrating experiences thus can can months , especially if US lawyers are involved - as they are here .

[sideshowbull] 24/2/2020 09:44

Who is the naughty boy/girl trickle trading the bid.

[bonio10000] 24/2/2020 09:39

3 months and not even a non RNS deal.

Hopefully we get an OEM and just sack all the sales side and just have some technical guys.

Over a decade everyone they have tried has failed, so they are clearly internally incapable, for whatever reason.

[nickb] 23/2/2020 13:35

Could be.

OEM deals would imho have the longest lead times.

Let’s see who they are and hopefully some guidance to the implications.

Should know within the next few weeks

[chriscallen] 23/2/2020 13:13

Are these the same discussions as those alluded to in November 2018?

[cabi1] 23/2/2020 12:38

Blackbird intends to attain global scale through multinational Original Equipment Manufacturers ("OEMs") and is currently in advanced discussions with a number of them.

[chriscallen] 22/2/2020 17:49

Thanks NickB. It was the fact that they actually have a stand (B1) that raised my interest.

[bonio10000] 22/2/2020 17:25

7 figure deal?

Been waiting 15 months now.

[cabi1] 22/2/2020 13:25

NickB. Agreed. Just had some professional photos for NAB whatever, and thought they might as well use one to say happy Monday.

Still time to fill your boots.

I’m buying some more Monday, as we can’t be far away from some exciting announcements in my opinion.

As I’ve said before IM isn’t going to put his reputation on the line and do the Vox interview encouraging more investors to get on board if he didn’t think the share was worth buying at these levels.

We saw the other day what happened when someone bought 250k shares.

It’s really going to fly so all do yourselves a favour and buy off the back of any decent sells.

IMHO.

[nickb] 22/2/2020 12:59

farr

To me It’s a team photo probably for NAB publicity (seeing a few around now).

No idea why shareholders are so upset about it.

[pat_cash] 22/2/2020 12:55

Have a good start to the week.