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This is Esra's page
https://www.linkedin.com/in/esrabacher?trk=public_post_comment_actor-name
She is the one highlighting Mirriad to other's for this question -
"Who are some of the most exciting early stage (pre exit / public) CTV AdTech companies that you have come across recently? "
Thus putting it on there radar ...........
The 2nd recommendation in her profile (long 1st one was on the previous post)
“Esra is fantastic & one of the slickest operators I've come across in the programmatic world. Her collaborative & strategic approach meant she really understood how to effectively work with media owners whilst generating maximum value for her clients. ”
6 people have recommended Esra
I'm guessing from all that is said, that she came across Mirriad through the Multicultural Marketplace & her work & found the product offering compelling.
So that would say that she is happy to endorses the product, the question is then down to Programmatic & margins on sales Mirriad wise.
LOTM
Axel Jonuschies
“I have had the privilege of working closely with Esra for over a decade at GroupM, and I am delighted to outline some of her exceptional contributions during her tenure at GroupM. Esra is an outstanding team leader, demonstrating an unparalleled ability to mobilize and inspire her team. Her leadership style is marked by a rare combination of strategic vision and hands-on involvement, fostering an environment where everyone feels empowered and motivated to deliver their best. She consistently leads by example, setting the bar high for professionalism, dedication, and collaborative spirit. Esra is not only a relentless worker but also someone who sets ambitious goals and works tirelessly to achieve them. Her dedication to excellence is truly commendable, and she has a remarkable knack for turning challenges into opportunities. Under her leadership, the Digital Investment team at GroupM US achieved unprecedented success, a testament to her commitment to driving results. She has an innate ability to cultivate positive and productive relationships with stakeholders from diverse backgrounds. Whether engaging with local partners or collaborating on a global scale, her communication style is clear, concise, and always aligns with the overarching goals of the organization. Esra possesses a unique talent for bridging cultural gaps, fostering an inclusive environment, and ensuring that the interests of all stakeholders are considered and addressed. In the realm of digital investments, programmatic advertising, and CTV, Esra's expertise is second to none. Her profound knowledge in these areas has been instrumental in shaping and executing innovative strategies that have elevated GroupM's position in the market. Esra played a pivotal role in driving programmatic Supply Path Optimization (SPO) efforts, showcasing her keen understanding of the evolving landscape and her ability to navigate complexities with finesse. One of Esra's standout achievements is the successful launch of the GroupM Premium Marketplace in the US market. Her vision for a prioritized, scalable access to premium inventory in the most efficient and transparent way has not only benefited GroupM but has also set a benchmark for excellence in the industry. Esra's impact on our organization has been profound, and her legacy of success continues to resonate. I wholeheartedly recommend Esra for any leadership role that demands strategic acumen, dedication, and a profound understanding of digital investments. Her combination of soft skills and technical expertise makes her an invaluable asset to any team or organization fortunate enough to have her on board. On a personal note, I genuinely look forward to the prospect of working closely with you Esra again!”
Should of mentioned this as well Germanys JOYN streaming network 7 million subscribers does VPP that's why Louis and Sandra did all those German visits a couple of months ago
https://www.seven.one/werbeprodukte/joyn-werbeprodukte
Just scroll down to VPP obviously fully integrated and available now
Quortex use AI to analyse the scene and recommend a brand to suit the scene and put a banner in the corner... personally I think it's still intrusive like these annoying banners on this website...much prefer a product inserted on to a table top or a billboard on a building or a car inserted outside a bar etc etc... seems more natural... and much better than in your face actual product placement clearly being promoted by the actors just my view
Yeah LOTM so Quortex do video delivery under quortex.io and adformats (like triplelift) under quortex.ai
Well you've got a name now Zack Rosenburg, so I'll let you go do your things with it, clearly it has potential in our space given what AT said in that video you found.
Sadly I need to concentrate on other things I've a lot to achieve this weekend ! :(
Catch you all later.
LOTM
Here's some more looks like they're a triplelift type inserting L banners etc which find is still intrusive unlike VPP which is natural....but much smaller I don't recognise the small list of publishers they work with either
Here's the link LOTM I Think it's the same company with a slightly different website address
https://www.qortex.ai/
Https://www.alleywatch.com/2023/12/qortex-video-analytics-platform-adtech-highest-impact-placement-zack-rosenberg/
Seem to have had far less trouble raising cash than Mirriad BOD have achieved
LOTM
Seems more like a cloud only based video delivery company LOTM if I've got the right one
Here's the 2 pages on what they do
https://www.quortex.io/quortex-link/
https://www.quortex.io/quortex-play/
Hi 2phevs,
I suggest you have a look at Qortex as well & see what your research brings up, & how close a competitor they are to us ?
They are clearly in the VPP space.
LOTM
LovableTB,
You're sounding like a broken record now, your going over the same stuff from before again & again. I think 2phevs gets your concerns.
If you've fresh stuff that concerns you, I'm happy to read it & research it & form a view on it.
All of that is not moving us forward & we need to do that to eventually make money from this.
I doubt 2phevs is going to sell out if it gets to 2p, I'm certainly not.
500,000 Shares is actually 0.1% of the company currently ie 1/1000th of it is your, not to be sneezed at.
I'm already working on various plans & I'll probably need a favour from you early next week!
LOTM
A thesis LL
I would imagine that if Mirriad get integrated with 87% (40% as of now) of US TV content providers then why would they need anyone else to do the exact same thing can't see them taking a smaller cut and going through all the hassle Mirriad have gone through over the past years testing and integrating directly with the publishers....the publishers probably wouldn't want the hassle
And yes sometimes I do have the odd thesis which can be wrong but I'm sure everyone else here only actually takes on board the factual posts I make with links to back them up LL
I'm just naturally optimistic sorry its in the genes and don't get taken over by others views as I'm sure no one else has here it's well known to do your own research and make your own decisions LL
2phevs remember when you were pumping and people posting on here that they’d bought and thanks for the research. I pointed out they’ve been posting positive stuff on LinkedIn for years and revenues continue to struggle. I also pointed out a raise due as accounts need signing off and you tried to belittle me and few took notice. You have no self awareness.
I’ve only got 500k shares so checking in just to correct 2phevs often OTT posts as he has is clearly desperate to sucker more naive punters. As Mirriad say there are some major players developing their own versions and I doubt the co you mention is one. Mirriad a leader for sure but I wonder how long it will last.
I did flag to Stephan at the time he liked bidstack take private post a few weeks ago and at least Mirriad did a shocking #MATESRATES Fundraise rather than Bidstacks Directors diabolical design
Here's the reply I got
I had seen the article this morning which has put a new light on the whole story. My assumption was that they had gone into administration and after having tried all avenues, worked with the administrator to explore all remaining possibilities, and then went for what they announced.
Cityam is suggesting that potentially things might have happened very differently, I’ve just retracted my support, thank you for flagging this.
Best
Stephan
I know you were looking for a competitor to Mirriad LovableTB, looks like Qortex is possibly it.
So maybe you want to go & do some research on it & give us your take on it ? I haven't looked at it yet, but the name has come up twice now in 3 day. The Albert Thomson video & the linked in post from 2phevs this morning.
LOTM
Morning LovableTB & 2phevs,
Please keep it civil.
There were 3 trades that went through for 20M shares on Friday all with the same time stamp, I commented on it when the 1st one went through & then again when the other 2 went through.
LovableTB, I'm very wary when I see 3 trades that have the same timestamp to think any 1 of them actually took place. If it did occur then it was a sell for sure, but personally from past experience the chances of it actually having taken place is 25% We'll soon find out via a declaration in the next 3 days if it did happen because it will have to be declared.
LOTM
Here's the Bidstack link
Also showing in broad day light how the Directors came up with a plan to shaft all the shareholders without doing a raise
https://businesscloud.co.uk/news/bidstack-ceo-sets-up-private-firm-due-to-public-market-headwinds/
Class action being put together now City AM reported recently
Yes this website has a different volume figure to Mirriad's website, LSE and Hargreaves Lansdown. The trade went through and on the day it affected the spread
You're talking more nonsense. The pipeline is all the discussions they have so initial meetings that then turn into pitches and take time and given most of their activity happens back end of the year that's when whatever they convert from the figure will more than likely take place. Honestly, you should keep your fanciful predictions to yourself. If they thought they'd get anywhere near that revenue figure they would have their broker issue a guidance note. You've clearly never worked in this space or understand the machinations of PLCs, like a few others on here I hasten to add. Be careful as your fanciful predictions and ramping have likely suckered in the less experienced (who tend to frequent this BB) and they'll be suffering large paper losses. I understand you're massively overweight in here so are keen to ramp but watch what you write for the sake of those wet behind the ears.
Thanks LL try to stay away from there strange that the actual LSEG is wrong as well
Just on Bids and I have direct experience of this try to put sponsorship on footballers socks many years ago and got shot down by the head guy at Real Madrid in a La Liga presentation in Madrid because of their special all encompassing deal with Samsung which lead to all the smaller clubs not benefitting from the proposition
I believe Bids main proposition failed for the same reasons see below
Sports leagues and teams have long been identified as enterprise customers of Bidstack’s platform. Until now, Bidstack and its competitors have been unable to monetise sports games within a fully licensed virtual stadium or track due to restrictions from official sponsors,” Bidstack stated.
“By placing control of brand activations in the hands of relevant leagues and teams, these virtual stadiums or tracks become available to the owners of their real life counterparts. Bidstack would act purely as the technology provider, empowering sports teams and leagues to reach fans within their virtual stadiums or tracks with a level of targeting and flexibility that has not been possible before.”
Fair point on the pipeline however if you take that a qtr are converted £700k and the same pipeline for this qtr with qtr converted that's £1.4 mill revenue in the quietest period wich is triple what Mirriad did in H1 last year which nearly ties in with a four fold increase in the last eight months in product placement according to product placement blog
If that continued for the year with just manual that would equate to £7.2 mill for the year
Go to advfn and you will see 3 trades. You will also see the volume here is wrong.