Blackbird Share Discussion Threads

[bonio10000] 08/6/2020 21:05

All our big clients dwarf the bits and pieces.

Hence revenue increased last year and will soar this year, even if post production declines again.

They have already said we have more contracted income this year than 2019 revenue.

If they drop some Ch5 show for a week it is irrelevant.

Likewise, if we get 10 of those shows it is no longer relevant.

Go big or go home.

[nickb] 08/6/2020 20:41

A+E doubled their contract so I think it’s now our biggest.

[nickb] 08/6/2020 20:40

‘The absence of news may suggest that they are also losing contracts as the disruption in the market causes projects to be cancelled or companies to pull in their horns or even go bust.‘


Chris You worry about the wrong things imho!
One of the big worries in the production world is how are they going to cope with a huge catch up of filming and editing as many shows are made 6 - 12 months ahead of TX so work demand will be very high.

Also production in U.K. and US is being turned back on this and next week.
Hope that helps

[bonio10000] 08/6/2020 20:13

You missed A&E

One that makes it our biggest client.

[nickb] 08/6/2020 19:31

Chris
Why do we need help?

Let the market extract shares from investors who are not sure.

Investor presentation still current, listen again if doubts have taken over investor confidence.

[nickb] 08/6/2020 18:20

Yes Shockingly low

[mcsean2164] 08/6/2020 17:56

Good grief, you wouldn't think our market cap was over 50 million with the current market activity. Hopefully they'll release some significant news soon....

[bonio10000] 08/6/2020 14:38

Too busying negotiating the purchase price for BIRD.

I know I generally go to IT guys for vaccine advice.

[nickb] 08/6/2020 14:25

Is Bill Gates in it?

[_m_k] 08/6/2020 13:36

"I have just watched Contagion!"

Thought it was a training video :-)

[nickb] 08/6/2020 13:30

Yes you would think so.

Hopefully soon.

[bonio10000] 08/6/2020 13:19

Nick

I can't remember the investor update - so it might be they specifically said.

Anyway, Sports are resuming - so you would think they would want to release in advance.

[sideshowbull] 08/6/2020 13:08

I have just watched Contagion!
It's like someone in The Illuminati saw it on Amazon and said, hey guys just had a great idea.!

[_m_k] 08/6/2020 12:31

"Are we assuming the OEM is sports related only?"

Hoping a cloud provider will get hold of it to underpin an out of the box video production offering.

That might well have most appeal to time critical applications like sports and news though.

There are lots of sports clubs that might take such a system (re recent soccer club wins).

[nickb] 08/6/2020 12:29

bonio
I thought they said it was Sports OEM

Might be wrong then.


Your other post highlights the very high opportunities for Blackbird.

[bonio10000] 08/6/2020 11:32

"The global public clouds have positioned us in this area and we are also in discussions with some other large global infrastructure companies who are very interested to wholesale Blackbird for themselves for strategic reasons."

[bonio10000] 08/6/2020 11:26

Are we assuming the OEM is sports related only?

[sideshowbull] 08/6/2020 11:26

Max offer 50 @ 16.40p

[nickb] 08/6/2020 10:58

Sports is still really in lockdown so no surprise that the deal is not ready to be announced yet.

[bonio10000] 08/6/2020 10:39

At what point to we wonder if the OEM has been cancelled.....

[geheimnis2] 07/6/2020 21:00

OEM this week then?

[nickb] 07/6/2020 20:26

Yes I noticed that, another great hire for the team.

[cabi1] 07/6/2020 18:26

NickB.

A rather nice LinkedIn post from David Mortlock our new Technical Sales Director on his first week at Blackbird.

That post has got 56 likes, from across the industry.

He seems to be well known, so knows lots of potential clients.