Blackbird Share Discussion Threads

[bonio10000] 16/6/2020 15:19

15 x 15 would be nice.

And also symmetrical.

As would 15 x 151

[nickb] 16/6/2020 15:08

All price targets are multiples higher than 15p which is all you need to know for now I reckon.

[bisho4] 16/6/2020 15:02

Right now, I'd be happy with my target price of 50-100p :)

£2bn mcap seems a little high, but we have to hit 50p first!

[sideshowbull] 16/6/2020 14:30

Mind numbing come on BB.

[bonio10000] 16/6/2020 07:05

Another day, more tumbleweed

Trade sale please IM.

[nickb] 15/6/2020 23:39

Adobe’s numbers of course blow Avid’s out of the water at 15m

Okay not all doing video some just doing photoshop design and web design


Apple FCPX editing has over 2 million apparently.

So us getting 50,000 users seems reasonable for the long term goal perhaps

Anyway whatever we end up with we do have plenty of growth to chase

[nickb] 15/6/2020 23:30

Editing Market size?

Avid has 218000 subscribers ok not all video editing so say 100,000 for video

100000 x £500 pa cost (£500per user pa fee) is £50m pa

Avid is a niche player these days in editing so £25m pa Blackbird subscription revenue seems a fair target.

Our customer base can be considerably larger than Avid’s.

[nickb] 15/6/2020 23:19

£25-£30m revenue should be do-able imho.

[bonio10000] 15/6/2020 21:44

Maybe a bit more - I can't be bothered to work it out.

330m shares x £7 ish = c. £2.3bn?

(not factoring in the 4bn share IM has voted himself in options)

So more like a profit of £20m to £25m or revenue of £25m to £30m.

If we hit that in 2-3 years then a £2bn valuation will be easy.

[invest360] 15/6/2020 21:33

Hi Bonio. PE of 120??

[bonio10000] 15/6/2020 21:25

£1.65m p.a?

£7 is about £2.3bn.

So about £55m would provide a £50m profit and a P/E of 120.

Sounds about right.

Give or take knocking off the cash from Lees' options.

[nickb] 15/6/2020 20:59

What sort of income do we need for a 700pence share price?

[sideshowbull] 15/6/2020 20:14

Boni if true I will shed a tear. Happy tear.


I have not sold any.

BWTDFIK

[bonio10000] 15/6/2020 19:51

Any update on the Japanese Telco?

[nickb] 15/6/2020 18:42

Lol😂 Investors

Anyway I’m glad they didn’t get to sell @20p

[sideshowbull] 15/6/2020 18:33

Next time anyone wants to sell 34k @ 14.65p or better 100k @ 10p in the market, can they DM me and I will do an Ebay deal - payment on collection.

Lol

Hand on face/head.....


Can pay via BTC too!



BWTFDIK

[geheimnis2] 15/6/2020 14:05

Yawn



*sadly puts the cowboy boots back in the cupboard, for another day perhaps*

[bonio10000] 15/6/2020 13:55

Dymond geezer.

[nickb] 15/6/2020 13:50

Chris

His Last tweet on 10th of June about Blackbird

His LinkedIn profile says he works at Blackbird.

Posted today re the Blackbird event

‘ What a great line up. Some of those who behind the scenes have been keeping content flowing and pushing the boundaries of what is possible in a remote workflow’

[bonio10000] 15/6/2020 13:32

The BIRD revolving door of sales people who come for 12 months and achieve nothing continues.

[chriscallen] 15/6/2020 13:16

Have I been asleep and missed something? Is Hugh Dymond still employed at BIRD as he appears to have disappeared from both LinkedIn and Twitter?

[nickb] 15/6/2020 13:13

I would imagine that it’s Daniel Webster since we are hosting it.

The event has some very senior industry speakers.

[chriscallen] 15/6/2020 12:52

This Wednesday at 9:40am, Blackbird plc will be hosting a panel at Hashtag Sports Live.

We’ll be discussing ‘Remote Production In Focus: Delivering content in challenging times’ with a group of sports industry leaders consisting of:

Quanah McBride Head of Digital Media Operations, Australian National Rugby League
Tony Page, President of Digital and Live, Deltatre
Brian Leonard, Head of Engineering, IMG
Daniel Webster, VP Strategic Account - Americas, Blackbird

IM as Chair?