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I've seen a few of those prime boxes inserted into TV shows recently on product placement blog Website
That 10.08 400k at 226 probably at buy too Mozax 5p above previous small sells
Here's post today from Stephan showing amazon prime delivery box VPP example
https://www.linkedin.com/posts/stephan-beringer_in-my-recent-interview-with-brian-wieser-activity-7184095995339644928-WNXx?utm_source=share&utm_medium=member_android
You'll be glad to know LOTM the head of client development at Design Portfolio (company in charge of Mirriads website) Tom Rogers has just liked Stephans post from today....never noticed him before. So could well be website upgrade occurring
Here's the companys website
https://www.design-portfolio.co.uk
Nice find again MrTaylor I've been out house shopping as lunch with the Missus going to start digging for more info now
Very interesting post Mr T.
Btw, 175K buy printed Red. I know it’s a buy as I’m still adding.
Interesting post by Danilo Tauro who was Head of Product (PMT) - Amazon Ads for Agencies at Amazon until March 2024.
https://www.linkedin.com/posts/danilotauro_ai-marketing-advertising-activity-7184163702646964224-Nj3y?utm_source=share&utm_medium=member_desktop
Quote from his post:
In #marketing, #advertising, #media - what are the top use cases and applications you’ve seen or tested?
My favorite ones:
1️⃣ Programmatic bidding optimization with custom algorithms: bid the right amount of money to optimize your budgets for company-specific KPIs
2️⃣ Assessment of creative performance: valuate and compare the expected performance of multiple creatives before spending any campaign budgets
3️⃣ Definition and optimization of media plans and campaign execution: drive the best media mix across digital touch points to maximize business results
4️⃣ Virtual product placements: overlay your product(s) on influencer videos with a native look. I’d expect this to scale soon to traditional videos and movies
5️⃣ Native CTV Ads: leverage innovative, non-standard placements in connected TV (beyond in-stream, interruptive ads), with ads which are automatically created
Has anyone watched 3 body problem on Netflix...... one of the episodes featured (would of had to of been Virtually done) 100's of billboards across the world all changing simultaneously to show "YOU ARE BUGS" signage
https://www.netflix.com/tudum/articles/3-body-problem-you-are-bugs-explained
Now interestingly Stephan had a like from a senior person within JCDecaux (the world's largest no1 outdoor advertising company) coincidence mmm
https://www.jcdecaux.com/
Seriously guys just been thinking about that guess idea of virtual brand integration on LinkedIn somebody has embedded that Mirriad picture on those 2 Microsoft guys I mean that could definitely be a b2b version of TikTok but for professionals and heavy impressioned posters could be targeted by Microsoft who own LinkedIn ....
That would be unique and massive
Along with hopefully Xandr and maybe Netflix
I know Mozax all that money spent over the past 8 years to finally get to this originally dreamt up programmatic VPP stage and we build up hage holdings at a 90% discount to the original shareholders what an opportunity
Seriously, we’ve just partnered with a Company that delivers 1 Trillion ad impressions per month.
We’re an AI advertising Technology Company with 35 patents, the Market Leader in our field, scaling in content advertising programmatically and we’ve just announced we’ve partnered with a Company that delivers 1 Trillion ad impressions across TV, online Video & other channels.
And our current MCap is still just £10M?
My opinion is that the market is currently looking backwards, not forwards.
Microsoft is a household name Globally, maybe that’s what ‘investors’ need.
Mind you, I’ve often found I’ve built stakes in Companies long before ‘the market’ has noticed and wondered what was going on.
Kind of exciting to have this opportunity.
My view is that constantly reminding the market of the size and quality of our partners will only reinforce how truly huge Mirriad will be.
In any ‘normal’ situation, a tiny £10M MCap Company announcing a deep AI related partnership with a Global Giant such as Microsoft would bring in a swathe of serious investors.
The announcement of our partnership with Triplelift has currently, barely lifted the SP.
However, at some point the dam will burst, Mirriad is building Global partnerships with the biggest Companies in the World, and there is no doubt that it is scaling MASSIVELY and seriously solid revenues will be generated.
Perhaps the Microsoft announcement will be the catalyst?
I now have a very considerable holding but am continuing to build.
Amazing if it was a strategic AI equity stake taken in Mirriad???LOTM
I think the Microsoft stuff will be way over my head to be honest, but if any thoughts spring to mind I'll let you know !
The only thought that did come to mind & I don't think it ties in at all with the direction where your going, relates to the timing of the LinkedIn posts yesterday & Stampee1's post from the Telegraph on Microsoft's £2.5B AI Hub investment in the UK.
Is that to provide Mirriad with all the AI power its going to need in this collaboration going forward ?
LOTM
Any ideas on the Microsoft announcement LOTM glady appreciated as well
Agreed LOTM
perhaps you could send an email to IR as a little nudge once they've completed their current $25 mill revenue per US Major programmatic mission.
I've found Tom very helpful in the past GL
Hi 2phevs,
Thanks for the detailed reply & knowledge on the subject.
I hadn't heard of pubmatic until it was mentioned last night.
So you obviously don't think it would be a good fit right now.
I know there obviously super busy at the moment, I just thought 71M daily users wasn't to be sniffed at & if you could increase your content in the gaming space & expand the age demographic at the same time in would interest even more advertisers to want to do business with you, while placing there products inside the games.
Thanks
LOTM
What do we think the Microsoft announcement soon could be????
Xandr fully integrated???
Netflix (Microsoft Adtech ONLY partner)???
An upgraded API linked to NVIDIA Blackwall chip that can scan a US Majors whole content library in a hour???
New products for games???
Linkedin VPP as shown by the Mirriad picture frame virtually inserted behind the 2 Microsoft guys in the post yesterday???
Any more ideas posters?
All I can add on the cash runway LOTM is if they carried on the same (they had a lot of expenses last year that they haven't had so far) they'd be good until October, however IMO the 4 fold increase in product placement and the increase in US market from 8% to 40% has got to take that out to Jan next year, The HUGE caveat being if programmatic scales rapidly Mirriad could go to CF positive within months.
Hi LOTM
Pubmatic is a SSP programmatic platform that works in Tandem with an ad agency who would be in charge of the PR side of things.
Just to give a comparison of scale with Triplelift...
Pubmatic delivered 210 trillion impressions in the whole of 2023
Triplelift
TripleLift works with 80%+ of comScore 200 Ad-Supported Publishers and delivers 2 trillion+ monthly global impressions across North America, EMEA, LATAM, APAC, and MENA.
So Triplelift around 20% more impressions.
IMO Mirriad is hyper focused on it's key partners Microsoft Triplelift US Majors to deliver to deliver the ultimate programmatic VPP rather than looking at expanding into a Roblox type engagement. A recent post from one of Mirriads New York Directors included "working our tails off here" which I believe due to the recent 4 fold increase in product placement on US screens.
I agree though that once Mirriad has delivered its number 1 goal this and the Metaverse is a good next approach.
Hi 2phevs,
Sorry I was out from virtually 9am today :(
Hopefully I'm going to be around the next couple of days + weekend.
During that time I intend to build a model projecting forward the financial side of things.
I was reading & taking notes of past things said & there numbers.
For example, at 30th June the cash balance was £9.8M & it's meant to have been £6.1M at the end of December 2023.
When they re-did the business plan starting from the end of June 23 there projection was that they had enough cash to last them until at least the end of August 2024. In one of the update's since then they indicated that cash-burn to the end of December 23 was slightly less than planned, (therefore by inference pushing back that end of August date).
I know people are going to extrapolate that cash burn to the end of December was £3.7M or just over £615,000 per month (£3.7M/6) against the business plan which covers 14 month's of spending at £700,000 per month (£9.8M/14) but its not as simple as that, because we don't know how much was still to be paid out to creditor at that point (If for example you delay cash payment's from say 31st Dec to 2nd Jan, then you cash balance looks much better than it actually is in reality on 31st Dec in the accounts).
There are several other factors I want to take into account as well.
LOTM
Hi 2phevs & MrTaylor194
I was briefly watching CNBC tonight & Roblox (RBLX) was mentioned as a downward mover today around 8:30pm UK time.
It has 71M Daily Users for its online games platform & needs advertisers.
It's engaged (Pubmatic - I think the name was) for PR purposes to sell Video Ads on its content/platform through an online bidding platform targeting 13years+ consumers.
As they were saying all this I was just thinking how much Mirriad could help them with in game adverts etc to achieve there goal.
It sounds like a perfect fit to me - which is why I'm flagging it up to both of you as you'll know more about it than me.
71M daily users is a lot, so how do you get both in touch with each other quickly & effectively ?
GLA
LOTM
TELEGRAPH NEWSPAPER
Microsoft plans AI hub in £2.5bn UK expansion after claiming Britain is a bad place to invest
Tech giant is setting up artificial intelligence division at its London office
Big news coming thick & fast…..
From Stephens LinkedIn post, for the Lazy ones.
Wow 🤩 indeed.
“Paradigm changes only happen in partnership!
Thank you Philip Mattimoe, Steven Jarvis and Chris Marchal for the great webinar today, discussing the fast progress Mirriad and Microsoft have been making together, bringing new value to the media and advertising industries in times of fundamental shifts.
Looking forward to the official release!”