Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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I’m sure most know money is needed here before end of H1 (for auditors to sign off on accounts without ‘going concern’). I hold here and will buy more once funding clear. If they raise at a premium I’ll have to pay more but given the dire conditions and how hard raises are it might not happen. Potential here clearly massive but the market unforgiving and it’s been said potential massive for years. Now with programmatic they can scale and most of the heavy lifting done but they need one more cash injection before they’ll hopefully be able to self fund.
Although a very different co a co I have a holding in was 100p for 12 months and just raised at 50p. MIRI different as should accelerate revenue growth in H2 and beyond but who knows. Ideally they get a few strategic investors who are able to pay a premium knowing it’ll go from strength to strength. What you don’t want is a discounted raise and open to retail as it’ll drop to that level.
Very red day across the markets & Miri fairly illiquid, 1 Million sell dropped us a fair bit.
Now back to pre-Triplelift price, which is irritating.
Could all bounce back tomorrow, such are the vagaries of the market.
Best to switch off and come back another day, our business is expanding very rapidly, that’s all we need to know really.
Something amiss or stirring
Worldwide Head Of Integration at WPP's Mindshare just liked todays Stephan Toyota Campaign post
Top person
https://www.linkedin.com/in/danieldaynes?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app
Let's hope Disney is next
Looks like there's going to be a lot of product placement on this Disney show with Pepsi hopefully some virtual also an automotive brand all this screams of Marias Mirriad Diverse Marketplace
https://blog.mirriad.com/closing-the-gap-between-advertiser-pledges-and-diverse-media-spend
https://info.mirriad.com/multicultural-advertising
All very positive but not recognised in revenue and certainly not valued correctly by the market. Hopefully there’s a catalyst for this to change.
LOTM you should research Maria from Mirriad she has Latino roots which has a huge Spanish language economy in North America and has made huge steps with Mirriads DEI points achieving (for the advertising authorities in the US) Diverse Marketplace
Hi 2phevs,
You forgot to add Opel (Astra) Germany to the list which may well translate into Vauxhall in the UK. As it was in another of the posts that were in that German LinkedIn account from last night.
Certainly seems to be the case that the car industry is totally onboard with the concept & is increasing its ad spend in this direction, hard not to when you see the results. Soon they'll all have to do it or lose significant market share to there rivals.
I went to the link within your article & found this https://www.adweek.com/adweek-wire/mirriads-diverse-supplier-marketplace-sees-exponential-growth-in-2023/ which I thought was really interesting as well regarding diversity.
LOTM
Here's Stephans post
https://www.linkedin.com/posts/stephan-beringer_toyota-gets-94-ad-awareness-with-mirriad-activity-7185881715800780801-EH-g?utm_source=share&utm_medium=member_android
CEO'S linkedin post about Toyota Campaign results....a fantastic conversion to Chinese language for a targeted marketing test.that brings in revenue and provides amazing customer insights that GLOBAL LANGUAGE BRANDS and GLOBAL LANGUAGE PUBLISHERS can't ignore
Well done Mirriad
Nice one 2Phevs.
I wonder when we’ll get confirmation of the Microsoft update?
These amazing results just in from Chinese language North America Toyota Campaign from Mark Melvin who heads up New York office
The global automotive brand achieved incredibly strong results from their target audience across awareness, favorability, and consideration:
● 94% Ad Awareness ● 82% Consideration (up 21% from those who didn’t see it)
● 80% of viewers liked the Mirriad virtual ad format, a proven driver in boosting sales
Sentiment towards Toyota saw significant increases, with 80% of viewers acknowledging their awareness that the virtual integrations were advertisements yet feeling a connection with the message.
Here's the article from early today
https://www.adweek.com/adweek-wire/toyota-gets-94-ad-awareness-with-mirriad-virtual-signage-campaign/
Mirriad can add Toyota to the brand showreel now along with Audi VW Lexus Nissan Seat and hopefully Ford Lincoln (billboard in "The Baxters" the other day).
I thought the sole concentration for now was the USA & things linked to the big players networks there including Latin America.
But No Germany seems to be ticking over by the looks of it ......
https://www.linkedin.com/posts/brandplace-agentur_dassignal-brandplace-bonvoyage-activity-7180944336547676160-vbZF?trk=public_profile
Maybe EMEA revenue will be higher than I thought & perhaps back to those in the 1st half of 2023.
LOTM
2phevs,
There is now a comment at the bottom of it by James Reed !
----------------------------
If you click on James Reed & look to the right hand side, there are some names there - Robert Johnson I'm 99% sure was the guy that left the comment the other day for Stephan Beringer & to be honest I thought it was a fair question that he asked.
GLA
LOTM
Mirriad are all over that Publicis post MrTaylor
https://www.linkedin.com/posts/mirriad_as-i-sit-here-in-california-im-visiting-activity-7185675986812710916-9nbi?utm_source=share&utm_medium=member_android
Nope missed that one probably from an old shareholder that bought in at 40p
GL with your buying
Well found in the 1st place MrTaylor194 :)
Stewart Dalton hardly posts that's his first in like 10 month's & 2phevs knew about it inside 30 mins!
What a team.
--------
Did either of you see a post on one of Stephan Beringer ones on Friday from a shareholder about when was he going to get the share price up? & the next day it was gone!
I see someone has just dumped 600,000 but its only lowered the offer price to 2.205p to buy :( I was hoping for better than that, so will wait to see if it goes lower than that before I buy my next lot.
LOTM
Stewart Dalton Product Manager at Mirriad just reposted the Publicis chaps post MrTaylor with a call out on old "on set" product placement and ad interruption
https://www.linkedin.com/posts/stewartdalton_as-i-sit-here-in-california-im-visiting-activity-7185637747406065667-FfGB?utm_source=share&utm_medium=member_android
Thanks 2Phevs - I did indeed, the momentum in the last 4-6 months from Mirriad and the industry seems to be growing rapidly!
Great find again MrTaylor did you see the prime box inserted on Stephans programmatic linked in post and another example with a prime box on his last one the other day?
Interesting post 2 days ago by Chief Marketing Officer at Publicis Media - mentions virtual product placement
https://www.linkedin.com/posts/scotthess_as-i-sit-here-in-california-im-visiting-activity-7184576433883660288-H37X?utm_source=share&utm_medium=member_desktop
Bought another 75,000 shares this morning. So that's me up to 400,000 now
GLA
LOTM
No worries LOTM always good to remind myself that Mirriads 8 years of work has finally resulted in a sudden jump in content availability to what they could only dream of before
IMO Mirriad will be above 50% before the end of H1 and Mirriad will be reporting some programmatic revenues from the 5 partners they've been testing with since last year GLA
Hi 2phevs,
Sorry totally my mistake :( I read the announcement of 16th November (previously) as saying it had raised there signed content providers to 15%, not signed with a company controlling over 15% of the market. :( :( :(
So at that point they would have control over roughly 23% (8+15) 7 the deals signed on 6th December increased that to roughly 25%.
And then your also saying the top 10 became the top 9! (& so effectively whoever gets added to the top 10 list won't really matter as there number is 1% over lower).
So they have 2 of the top 5 signed & negotiating with either NBCU or Fox (it can't be Disney because they said previously they were negotiating with 2 companies that had over 30% of the market between them & Warner Brothers Discovery = 15% so Disney's 10% would make there statement inaccurate if it was them).
Ok got my head around all of that now thankfully.
Only the additions announced on 6th December had big viewer numbers to them but did little or nothing to the number, one was Latin America I know, still the other one should have added more than 1% unless of course it falls into a different category of viewing ?
Thanks again & sorry for causing you more work
LOTM