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Could be IP GROUP probably not participated like the 3p raise last year lthey haven't got many listed liquid assets left like their mates at Parkwalk who just do uni spin offs now
7million shares, okay no wonder you post so much. Genuinely, I hope this comes good
2phevs as Mirriad have stated there are increasing numbers of competitors. If their IP/moat was that strong they would have been bought. We're going round in circles and if you're not concerned about Β£2.6m in an unweighted pipe you don't learn. Mind you I told you a raise was imminent and you weren't worried then. Good luck, you need it
7 mill shares actually stampee so yes hard day to swallow
So someone has just sold 20M share or over 4% of the company in a one'r.
Can't be very many possible sources of that sale, that's for sure.
LOTM
This from an independent reputable source not long ago gave me reassurance regarding the IP LL
I did post it here
Why do we have to watch advertising on Amazon streaming soon? Well: Among other things, because Tencent has such a good IP strategy with Mirriad for AI-based product placement
From January 29th, Amazon Prime Video will begin to interrupt films and series in streaming with advertising. Unless you are willing to pay an extra fee per month. ππ π°π’π₯π₯ ππ¨π¬π ππ$π.ππ π’π§ ππ‘π ππ ππ¨ π§π¨π π¬ππ ππ§π² πππ¬. Since Amazon already knows very well about users and their purchasing behavior, it is expected that Amazon will generate additional sales of around USπ²5 billion from individualized advertising .
The question is: Why does Amazon make this so clumsy? Why not a much more elegant product placement? Quite simply: Because Tencent and Mirriad have patented it Tencent owns the media platform WeChat and integrates advertising messages seamlessly and imperceptibly into the stream of existing (old) films with AI.
This works excellently π², influences the viewersβ purchasing behavior and is not annoying β itβs just that it is π‘πππ―π’π₯π² π©ππππ§πππ ππ² ππ’π«π«π’ππ and is therefore currently not available for Amazon. Hence the clumsy advertising on Amazon from January 29th
https://ipbusinessacademy.org/inventive-ais-dominant-design-metaverse-use-case-protection-ai-generated-characters-%f0%9f%8e%af-ip-management-pulse-4
Now I know your going to mention Mirriad no longer work with Tencent but the IP is Mirriads
Mirriad, the leading in-content advertising company, provides an update regarding the Strategic Review and Formal Sale Process announced on 20 January 2023.
Further to Mirriad's announcement on 29 March 2023 and following discussions with interested parties regarding a potential investment into or a potential acquisition of the Company, the board of the Company has concluded that there is no prospect that an offer for the issued and to be issued share capital of the Company will be forthcoming by early April and has accordingly decided to terminate the formal sale process under the City Code on Takeovers and Mergers (the "Takeover Code"). The Company is not in discussions with any party in relation to a sale and is not in receipt of any approaches. Accordingly, the Company is no longer in an offer period and the requirement to make disclosures under Rule 8 of the Takeover Code has now ceased.
If they had a moat and the IP was that good or a rival like Amazon might think they'll infringe on it and Mirriad had the resources to fight them they would buy MIRI today for Β£50m.
2phevs all looks good..
But your 1,000,000 million shares basically lost 50% today.
So in reality you now have half million
You don't learn 2Phevs and wouldn't listen. LinkedIn is for networking, the ad space is incestuous as is tech hence many cos cross paths. VPP clearly is big and will be massive. Mirriad has pumped on LinkedIn for years with more partners and less revenue and more and more dilution. I suggest their IP isn't much of a moat hence the pathetic loose pipeline. They'll have the begging bowl out this time next year.
From their annual report - COMPETITOR RISK
Link to strategy
A B C
Risk description
The Company is seeing an increase in the number of
competitors in its core markets which could damage the
businessβs growth prospects and/or disrupt pricing and
business model.
Mitigation
The Company believes it remains the market leader in its
field and that no competitor matches its services in terms
of capability. The Company continues to invest heavily in
technology developing its patents and know-how.
Change
Increased risk
IP RISK β INFRINGEMENT
BY THIRD PARTY
Link to strategy
A B C
Risk description
The Companyβs IP may be infringed by emerging competitors
and the Company may not have sufficient resources to
successfully defend its IP.
Mitigation
The Companyβs actively monitors the market to scan for
potential IP infringements.
Change
Increased risk
Why would all these people like and comment on a senior person's post at Mirriad about how profitable VPP is going to be one even states about selling it together implying they're working for Mirriad
Google
https://www.linkedin.com/in/ashley-jordan-42380531?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app
A+E Networks (50% owned by Disney)
https://www.linkedin.com/in/teryl-brown-361801?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app
Fox
https://www.linkedin.com/in/bridgid-coyne?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app
Director Disney Advertising
https://www.linkedin.com/in/kim-silvia-b957114?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app
Executive Director Disney Advertising
https://www.linkedin.com/in/jeffrey-mooney-8a88844?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app
Director Triplelift
https://www.linkedin.com/in/michaelfrye10?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app
So many more from the other US minor networks that make up the 8% that Mirriad had up to Nov 23 its just nuts really here's the post look through the likes list and see for yourself
https://www.linkedin.com/posts/karen-magnani_how-content-owners-media-companies-gain-activity-7188194987677810688-Q3hd?utm_source=share&utm_medium=member_android
How is their very loose pipeline less than Β£3m???!! It's a nonsense. That's anything in their sales cycle so meetings to be attended as well as pitches to be attended, attended and negotiation. Something doesn't wash hence the massive cash burn continues, break even likely end of next year so another raise needed. My bet is the moat isn't what we thought which is why MIRI hasn't been snapped up as 10p a pop and even 5p a pop it would be gone
LovableTB,
How do they get to talking to 87% of the USA market as per the RNS without NBCU (22%) or Amazon for that matter ?
If there solution was the same or better than Mirriad's you wouldn't be in talks/negotiations with them would you!
LOTM
LOTM
Wasn't working with is was at a sponsored fireside chat thing which threw me a bit after jumping all in (maybe to quick) after the Aug 23 presentation and the even more impressive verbal webinar if you remember but after thoroughly checking the outfit especially glassdoor I quickly went back all in
Also, competitors will work with many of the same cos as few work exclusively as you should well know 2phevs. Remember when you sold out due to a rival working with one of our partners?!!
Mayve 2phevs but you do make me laugh. You had only read about Amazon as I posted links etc. Anyway, I still hold 500k and thought I'd buy more when they inevitably raised but I'm chilling even at these basement prices. Not throwing good money after what looks like bad.
I just know 7digital said they had a great platform..
But never told its investors how much income they would earn from each of its clients, because it wasn't professional or ethical.
I feel mirriad are on the same path...b.s after b.s
Not if its under beta testing on a NDA just white Labelling potential as mentioned in the annual report
Then 2Phevs that would be material news and subject to a regulated RNS
Yes I did read that but things can change like patent infringement leading to a white Labelling solution
2phevs it's not white labelled. Do you read Mirriad's regulated RNSs or just their pumpy LinkedIn? My advice is to start looking at regulated news. They stipulated last year Amazon and NBCU were developing their own and others likely to follow.
Blimey, before 99% of raises roadshows take place to drum up interest! It only doesn't happen when they have enough investment and they don't need to go to market as it were.
I took the fact that Amazon were developing their own as a real positive last year thinking that every other content provider would want the same facility ASAP so not to lose out and a great opportunity for Mirriad to take the rest as the market leader....but then the Amazon demos happened with SpringServe (Mirriads 1st programmatic partner 2021) and Triplelift involved in the VPP add format along with other coincidences I posted here lead me to believe Mirriad were doing a white Labelling handover to AMZN but if that's not the case I don't care because all the other content providers will want VPP to compete with Amazon
Dread to even contemplate, how much hard earned money π°, decent good folk, lost in the last 24hrs.
For others to say, just buy more at these low prices...got to be in denial
Someone has posted elsewhere that the company has been doing a roadshow!
I wonder just how many days that's been going on etc ..... & whose been feeding the market knowing what was coming.
LOTM