Blackbird Share Discussion Threads

[nickb] 24/5/2024 14:34

Only the Player with its ‘extra’ capabilities is the unknown.

Plus the business plan

Everything else is fairly predictable outside of details I reckon.

[johnveals] 24/5/2024 14:13

There would at least have to be an MOU with break clauses etc, but could that be under an NDA? I have no idea.

[nickb] 24/5/2024 11:51

I would have thought one of the magnificent 7 would have have the finances available!

[pokerchips2] 24/5/2024 11:22

" I assume we would work in partnership with the potential bidder prior to a bid as part of due diligence and to allow for the bidder developers and staff to full assess the IP and gain full understanding before making any announcements."

I see that as very unlikely ..... unless...this "potential bidder" puts forward a serious offer ( subject to DD) and shows they have the finances available to finance it

..otherwise ...no open the books and the IP .... You will just get competitor snoopers looking around at your commercial secrets

[nickb] 24/5/2024 11:05

Ian has done a great post on LinkedIn:


I have done many things in my career but running a new product development program from scratch is something that I had never attempted before. So why not try a world first, ground breaking, collaborative, browser based, video content creation platform as the first one? Well as the world shifts to cloud based tools, teams are almost always distributed and video is how the world now tells stories the market need has never been bigger. So lets do it!

Thankfully we are standing on the shoulders of world renowned tech in Blackbird plc, have a world class product lead in Sumit Rai and a world class engineering team so we have an excellent competitive advantage.

elevate.io, all natively architected on public cloud, is still in its very early iterations and already beautiful pieces of content can be collaboratively created in real time and published.

Sign up and try it out for free now at www.elevate.io and get a front row seat as new features and functionality continue to land.

[hyperal] 24/5/2024 08:30

I don't think going private will happen, how would expand the existing team without a lot of hassle. Just finding skilled software developers is almost impossible, The good ones ending up in the big social media companies or the agencies they use. We need a bid from someone who has muscle to develop our tech to its full potential. Someone who will retain the existing Blackbird team.
I assume we would work in partnership with the potential bidder prior to a bid as part of due diligence and to allow for the bidder developers and staff to full assess the IP and gain full understanding before making any announcements. This is the way I see things happening imho, dyor

[nickb] 24/5/2024 08:30

Chris
Good question

Video at Scale is Big business for Cloud services and product applications

Now we also have AI services they will make money from

[chriscallen] 24/5/2024 08:16

NickB Yes, a Cloud Provider has the muscle and gets a double income flow. But would MSFT like the idea of Google or AWS getting it or vice versa?

[nickb] 24/5/2024 08:02

The biggest $ amount would come from a Cloud provider I would have thought.

Storage, Compute and distribution (Ads e-commerce data)

Remember it’s not just a video editor it’s a video platform

[bonio10000] 24/5/2024 08:01

The Allenby model talks of customer acquisition costs.

But then we are told there is no point in marketing.

I wouldn't place much reliance upon it, Otherwise all we would need to do is spend the cash, which we won.t.

[chriscallen] 24/5/2024 07:53

I doubt that any private investors would have the wherewithal to buy BIRD, if it shows signs of being a success unless they are one of the big unlisted investment companies. If the numbers in the Allenby models are even half right buying BIRD is going to cost a great deal of money... there are probably less than a dozen potential buyers who could afford the money and the shoulder the risk. SSBs original £37 would look like a gross underestimate.

[nickb] 24/5/2024 07:53

Pokerchips
All the whizzing effects are at the bottom of the Social Media market

They only have to let you import a video format that supports Alpha channel and you can then have hundreds of effects very quickly.

[bonio10000] 24/5/2024 07:42

And yet we have a director of customer success

When all the last results were about was the loss of multiple high profile customers