Ft Fbt Discussion Threads

[chriscallen] 04/2/2019 18:07

As a matter of idle speculation IM lists on LinkedIn as his Company Interests Warner Media, The Walt Disney Company and Google. Any of these as a large contract would do as a start... or is this wishful thinking carried to an extreme?

[bonio10000] 04/2/2019 09:13

Yawn.

No evidence any trade show has ever resulted in anything for FBT.

Got to burn through that £6m haven't you IM.

[nickb] 04/2/2019 09:09

I think Ian is doing a talk at BVE

[chriscallen] 04/2/2019 08:20

BVE 2019 site shows:
Associate Sponsors
avid blackbird rohde and schwarz

"The complexity and scale of visual-effects and post productions has sky-rocketed; with this being the year of HDR, real-time workflows and outstanding audio amidst a backdrop of increasing competition. In this theatre we aim to inform and inspire our Post Production and Visual FX audience through practical demos, grades, and expert Keynotes. The Post Dome at BVE 2019 will go behind the scenes of leading projects, deconstruct workflows and explore the tools that are enabling greater artistic control"

[chriscallen] 04/2/2019 08:14

Dates for trade shows now on the FBT Events page:

BVE 2019 26-28/02/19 Excel London
NAB Show 2019 6-11/04/19 Las Vegas, USA

[geheimnis2] 31/1/2019 21:15

Erm yeah...lrr is no doubt still drivelling on about the Digitalsmiths deal lol

[bonio10000] 31/1/2019 20:54

Has anyone heard from LRR?Is 2019 the year the Digitalsmiths deal bears fruit?

[geheimnis2] 31/1/2019 20:26

Mcsean filtered for buffoonery

[mcsean2164] 31/1/2019 14:09

Death!
Plop.
The barges down in the river flop.
Flop, plop.
Above, beneath.

[gnnmartin] 30/1/2019 17:58

sideshow, thanks. My post bore fruit, but it's good to know why the notifications stopped.

[nickb] 30/1/2019 16:47

I have so many people on filter I miss all the positive chatter so not much to read here.

[sideshowbull] 30/1/2019 16:35

gnmartin, thread header has changed you need to update notifications.

Also nought to say. lol

[paulcon1] 30/1/2019 16:02

Trust me, most of us (if not all) have nothing to say!


😂 😂 😂

[gnnmartin] 30/1/2019 15:53

Noting to say, folks. Just posting because I'm not getting notifications of updates to this bulletin board, and perhaps posting on it will restart the notifications.

[paulcon1] 30/1/2019 15:43

ChrisC

Agree with your summary. A positive would also be 'a large number' of smaller deals which would show FBT's sales capacity and ability to take advantage of the industry's move to the cloud.

I am, personally, looking forward to the technology updates (All 20+) of them, it could be a WOW moment, let's see.

GL and IMHO

[bonio10000] 30/1/2019 15:40

Your forgot the meaningful MSFT revenues from 2017 onwards, the large ecommerce company...

The BS is endless.

I think figures will be materially better purely off the back of Townnews.

Even 3 months of £50k a month will be material to the figures.

[paulcon1] 30/1/2019 15:23

NickB

Two simple reasons:

A) The BOD stated in December 2016 that FBT were targeting profitability in 2018
B) Refer to A

GL

[mcsean2164] 30/1/2019 15:21

You would not, hence share price.

However, many have invested based on the potential market size and FBT's ability to market itself to investors.

[nickb] 30/1/2019 15:17

Why would you invest here for financials at this time?

[chriscallen] 30/1/2019 15:14

The 2018 results are unlikely to show a great turnaround because even if turnover is up costs for staff alone must have risen even more substantially (though thankfully the increased sales and marketing staff should be on bonuses that only get paid when the cash is coming in) and the travel and accommodation costs will be up considerably too. The issue as ever is whether sizeable new contracts are being signed up at good margins and apart from the seminar at which IM defined "large" and "substantial" there has been little to support Gervais Williams hand over fist comments. As even a substantial contract would require an RNS based on a comparison with the 2017 turnover we have to assume that there have been none up to 31/12/2018. It is, of course, possible that they have been picking up small (i.e. on IMs definition <£100K contracts but in 2018 <£60K because the underperformance in 2017 gives such a low base line for comparison)pieces of work whilst concentrating on the potentially large deals. The issues of retention (the easiest and cheapest customer to win is one you have already got who is pleased with your product), maintaining and improving margins and selling in ancillary product or services on the back of existing sales could also help to give some grounds for optimism that 2019 will be the financial pivot point.
Comments previously, however, are probably right in saying that the best we can expect is a statement of where the company is now on the planned growth, perhaps bolstered by a couple of announcements in the week leading up to the publication of the results or on the day itself. I suspect that the date may be pushed back from mid March if the deals previously alluded to by IM have not been signed off.
One thing that could be done to placate shareholders is to take the opportunity to chop out the remaining dead wood on the BoD. It's difficult to understand why this has not been done before but better late than never.

[sickness] 30/1/2019 13:53

I can’t see revenue being much higher, if they’ve increased staff then costs could be higher. Like every year there will be a flurry of news before results, price will rise, results will be bad and share price drops.

[bonio10000] 30/1/2019 12:54

Now below the pre Peleton price Genius.

[paulcon1] 30/1/2019 11:39

Bonio

It will be interesting to read the CEO's ( and Chairman's) statement, attached to the year end results, if the 2018 loss is greater than the 2017 (no CEO for 6 months) loss.

Let's hope that's not the case and the last 6 months has seen a massive financial improvement that match the technological advancements.

GL

[bonio10000] 30/1/2019 09:42

More retweeting of shows we were already acting for and knew about.

Great.