Blackbird Share Discussion Threads

[muffster] 19/6/2024 22:30

https://www.allenbycapital.com/client/blackbird/

[sideshowbull] 19/6/2024 22:20

If I was on BOD I would sack Allenby without even consideration.

It is actually scary.

Tainted + stench..

Tried a few times to understand how they have helped BIRD in any way or form ?

I now am certain they are not doing any favours to our BIRD,


IM SS

Allenby ?

I am not offering any other but FFS it's sad


IMO,

BWTFDIK

[chriscallen] 19/6/2024 22:01

It is only when the paying versions of elevate.io are launched that we will see whether the initial models put forward by Allenby (but clearly based on BIRD input) are in the right ballpark.

Their two models had expected average revenue per user of £25 and £36 per month (Adobe charges some £575 a year I think for one of its products so if they are comparable elevate appears to be competitive on price). The breakeven point was at just under 10,000 paying users and by the time the number of those users gets to 25,000 the net revenue after acquisition and running costs should be between £5.25M and £7.5M. So the business as envisaged generates significant cash from relatively low numbers of users. A target of 1M users by the end of year 2 was talked about and if that was achieved cash generation would be £200M - £300M in a full year.

The reality of course will be different because there will be costs that were not foreseen but equally if it quickly becomes the "must have" software the net income could balloon beyond anything currently envisaged.

[pat_cash] 19/6/2024 20:41

"Swap with the other Trust that notified today?"

Yes, looks like yesterday as one was selling, the other was buying. And bought more than the other sold.

[sideshowbull] 19/6/2024 20:12

Boni so you saying that many shares are in the hands of our Mkt maker?

Do we have a EU market maker now?

Must be the Irish

Or are they in a bin like some of your plays?

Asking for a friend.


BWTFDIK

[bonio10000] 19/6/2024 20:07

Swap with the other Trust that notified today?

[sideshowbull] 19/6/2024 19:37

Miton trades printed EU not sure how to read into that.
Was it a swap must be or we would be a lot lower.

BTWFDIK

[spoonmuff] 19/6/2024 18:58

Ignore me I have found it on the investor meet

[spoonmuff] 19/6/2024 18:55

I missed the AGM yesterday, is it online yet?

[cabi1] 19/6/2024 18:34

Volume Buy/Sell Bid Ask Value
18-Jun-24 13:26:22 3.60 1,988,340 Unknown* 3.50 3.80 71.58k O
18-Jun-24 13:26:22 3.60 1,988,340 Unknown* 3.50 3.80 71.58k O
18-Jun-24 13:05:05 3.50 1,000,000 Unknown* 3.50 3.80 35.00k O
18-Jun-24 13:05:05 3.50 1,000,000 Unknown* 3.50 3.80 35.00k O
18-Jun-24 13:21:46 3.50 1,117,280 Unknown* 3.50 3.80 39.10k O
18-Jun-24 13:21:46 3.50 1,117,280 Unknown* 3.50 3.80 39.10k O

[kash_] 19/6/2024 18:07

Blackbird (#BIRD) ? 3.65pPremier Miton Group #TR1 14.92% (? -1.03%) ~=-4.0m #disposed 19/06 18:00 #RNS Holding(s) in Company

[kash_] 19/6/2024 18:06

Milton dumped 4m shares

[nickb] 19/6/2024 18:02

Divmad

Absolutely right

[divmad] 19/6/2024 17:41

With all these chances to buy while the share price is down, down, down, you must be a 3%+ shareholder by now. Right? And if not, you haven't really got that conviction.

[nickb] 19/6/2024 17:30

Cabi

Down since it’s not ready!

Enjoy the low share price such a gift for believers I can’t believe my luck to be able to buy, but hey each to their own.

[bonio10000] 19/6/2024 17:23

A lot higher.

For a start - it implies £3m less cash burn with the associated implications for fundraising and marketing spend.