The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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This Ian Macdonut is a card, look at his past 5 years updates etc and you’d think this is the new Microsoft about to into the stratosphere. It’s a crap minnow penny share that frankly shouldn’t be listed. I was in and out when it was mid teens way back when. Wouldn’t go anywhere near it now. GLA you’ll likely need luck investing in this shower.
5p inbound, the lads will have a hard time at 12 convincing investors
So the CEO Ian is 'delighted' - but losses increase and the share price has tanked. Strangely I'm not delighted with the way costs seem to be out of control and with the phrasing of the RNS where it is hard to decipher whether revenue is up or down.
Sisteract
yes..pressure on Ian now ...
the market sees the cash spend on new employees and investment in the platform , but isnt seeing the "discussions" bring in extra revenue to compensate .....discussions dont seem far enough advanced at the moment ...economic backdrop a headwind
Maybe Pockerchips... They are turning over on average 55K a week and boy that's is a tiddler. !!
They have the gall to say they are in a strong financial position. Money in the bank is not a stong financial position, they are losing money and turning over peanuts.My money is on a another fundraise within the next 12 months to 18 months.
Pressure is on boys !!
Its actually really disappionting and confirms that bird is a massively risky share.!
Sisteract
I don't have many shares at the moment..I sold during the higher price period, but I do take an interest in the sector and follow them as a tiddler to see how they can progress ..i don't follow many tiddlers , just two...
Today they show that despite all the continued investment into the platform it is tough to expand further with their strongest clients at present ...and like everywhere costs are increasing ..the Creator launch is probably being put back until a better market environment appears ...not enough said about what the labour and platform investment is achieving
I suspect there are 1-2 new contracts quite close, but not over the line ...Grass Valley and Globo announcement a couple of days ago, could be one where they get involved , as being a AMPP partner
" some exciting conversations around 'Powered by Blackbird'." is vague and needs a lot more explanation as to what that actually means ...
Oh Dear.... Pokerchips.... I look forward to your defence of that.!!
In the words of the great Deborah Meaden.... I won't be investing. !!
Another transitional year ( like every year ) but still making a loss will it evr be in profit or another company of promise but no delivery.
Pokerchips. I admire you.... you seem to be bird's biggest cheerleader..... are you on the PR payroll ?
You are very eloquent in what you say and theory and examples are fine but it hasn't or ever been translated to where it matters with bird. There are hundreds if not thousands of tech companies working on the next big thing in whatever tech field they re working in. They have to start making substantial money or there will be years of fundraises to hopefully strike the gold in them their hills. Promises, promises and we are working on something is not an investment case !!
I just don't see what you see... perhaps I'll be convinced tomorrow. !!
Today we launch our new communications channel, Soundbites.
Your place to keep up to date with all things Blackbird.
We'll be updating the channel regularly so be sure to check in whenever you wish.
https://www.blackbird.video/soundbites/
https://twitter.com/blackbirdcloud/status/1635570832805175296?s=46&t=eGhMlO2UHXIeLe397jZO1Q
" so how to you create a product that you can monitize in an ever changing world."
Sisteract
Spend some time looking at the likes of Adobe,Microsoft, Apple and work your way down..... see how the versions of their products are regularly updated to adapt to their users changing needs,following feedback from their users ....think of the idea of adding 3rd Party plug-ins which allow the product to develop further , like WordPress did with their initial platform idea , or Apple did with their App expansion ...
Once a product has the ability to be of use to an increasing number of people , and as a result of being able to do a number of tasks all within that one product ....the users pay for the product as it easily assists them to create a monetary income for themselves using their own creativity ...and more importantly allows them to collaborate with each other ...as people at Adobe have realised to great effect
Sisteract
It is just an interview with 2 Non-Executive individuals ...so you have to base any expectations on that.....they are not going to reveal anything in real detail as that is the job of the Executives through official means to the market
Its aim is merely to create some interest and have people wishing to ask further questions and take some interest in what may develop further
I beg to differ.... all that came out of that was "we are working on a new platform...blah..blah...blah.
The problem as they illuded to is that their world is changing so rapidly... so how to you create a product that you can monitize in an ever changing world. It all seemed very vague and even the new guys have IM's talent for talking a good game. As those of you who read my posts know I have sold but I kept an eye on it to see if there was anything these new guys would say to persuade me to reinvest. They didn't.... so I won't. Good luck to all those who continue in hope.
Yeah.....That really is a great Interview with Sumit Rai, & Mo Volans - needs 2 viewings at least to take it all in ... so much in it
Sumit is such a clear and detailed communicator ..a great asset to the company and Mo really understands the different customer relationships they aim to attract and how to serve their needs
https://www.youtube.com/watch?v=H5uXEj6gqpw
Fill your boots.
Looks good value to me.
I’ve been buying last few days below 10.5p.
Not long until results. Down to single digits today.
Any thoughts here?
_Tintin_
both -
yes..definite clue and hint , for sure ...countdown now, to all reveals - whoever is doing what ... I think there is a real possibility to be with Amazon,Apple and Fox Sports - now - via EVS and IMG - one way or another
not fact,just opinion
Poker, that message today was for us PIs, cunningly dressing it as a congratulations to EVS.
Amazon Thursday Night Football or Apple MLS?
cabi1, one day you might get a girlfriend...
_Tintin_
Blackbird and EVS already were doing the World Cup , just a question of whether Fox were involved for the American market
...I would guess they were and used the PBB App as part of their production solution ..as the US Broadcaster .... still we await to that find out , officially... or not
_Tintin_
doing social media highlights for the Super Bowl via Fox/EVS was a dead cert after recent revelations
Poker, I don’t mind either. Better still, both :-)
Amazon Thursday Night Football is the only alternative I see, I discussed this a few months ago.
IM swayed me with his comment around the reveal not being overshadowed by the World Cup, which made me think footie, therefore Apple MLS.
I think the FOX tie in is around Big Events such as the World Cup, Super Bowl etc. EVS, PBB, broadcast by FOX. Check out Big Event revenue in the recent EVS financials.
_Tintin_
IMG and NEP are so far announced to be working on production side with Apple for the MLS ....IMG is a Blackbird partner
_Tintin_
I am inclined to think the 10y EVS deal is with Amazon ....Thursday Night Football
Blackbird PBB /Fox Sports is another separate set up - IMO - using a different EVS Solution
Not fact, but opinion