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Sorry this is the correct link (last one from Karen a very good read though)
https://blog.mirriad.com/2024-upfronts
The Upfronts start on the second Monday of May and include a physical presence for the 1st time of Netflix and Amazon Prime as well as all the other networks
https://blog-mirriad-com.cdn.ampproject.org/c/s/blog.mirriad.com/how-content-owners-media-companies-gain-a-competitive-advantage-with-virtual-product-placement?hs_amp=true
Snap CEO reaffirmed company’s spending more on digital advertising he was on CNBC tonight
And in tandem with better targeting and measurement, TV’s ability to embed advertisers in content is a differentiator that’s never been more important than in a challenged ad market, according to Levin. Sponsorships, such as a recent campaign that put “Vanderpump Rules” stars Scheana Shay and Katie Maloney behind the bar at a Chili’s, will be front-and-center at NBCU’s upfront show on May 14.
https://adage.com/article/special-report-tv-upfront/nbcus-ad-president-alison-levin-ai-streaming-sports-tv-upfront/2555141?utm_content=fed:read&utm_medium=soc-own&utm_campaign=aware:upr:pgv:all:always&utm_source=LinkedIn#Echobox=1714141038-2
Reckon the Upfronts over the next few weeks are going to be very revealing as Stephan posted the other day
https://www.linkedin.com/posts/stephan-beringer_mirriad-in-the-tv-upfronts-2024-were-activity-7189214975758909440-E1R2?utm_source=share&utm_medium=member_android
(Another prime VPP example in this post as well)
Looking forward to watching the show with a keen eye LOTM
BTW Sandra never goes anywhere or posts unless she's done some virtual or actual placements (like the recent Netflix series DasSignal) on set with a VW ID4) BUT she actually mentions VIRTUAL placement in a #hastag on the post
I posted on the ITV thread the other day after reading about them losing £1M on Mr Bates verses the Post Office.
About Mirriad being able to help them recoup some of those losses with virtual product placements in it.
Anyway someone responded to it & has apparently used Mirriad in the distant past, I've tried to invite them over here to contribute to the discuss, in case there input could be of value.
Good Luck All
LOTM
Well spotted 2phevs :)
Just wish I'd been around at the time!
The translation of the article
Mega performance: The Amazon series “Maxton Hall – The World Between Us” had its world premiere in Berlin and I was there! It was great. To kick things off, there were the first two episodes on the big screen in the Zoopalast, followed by the reception in the Orangery in Charlottenburg. In the Orangery, everything was prepared in the style of Maxton Hall College: between the champagne pyramid, coats of arms on the walls and candlesticks with bows, you could completely immerse yourself in the world of the elite school. On the blue carpet, however, in addition to the actresses and producers, it felt like half of the Germany's Next Top Model candidates appeared as well as numerous influencers from Japan and the USA. Maxton Hall is the film adaptation of the successful novel “Save Me” by Mona Kasten (first part of the Maxton Hall trilogy) and tells the love drama of the scholarship holder Ruby Bell and the wealthy James Beaufort at an elite college in England. The series will be available on Amazon Prime Video from May 9th. Please be sure to take a look. For me, of course, it's not just the story itself that's exciting, but also the possibilities that Amazon series offer in terms of placement. 😊
Read into that what you will
LOTM
Damn it,
Not been at the PC for hours sadly & it takes off :( I've just had to pay 1.98p for the next 100K
Will try & catch up on what's happened !
LOTM
Yup, someone’s buying £5K & £6K chunks, must be struggling to fill anything bigger.
15 mins left…..could be an interesting close.
News Monday?
Somethings afoot, sudden uptick in buying, PMUR on 2.05p & SNGR moved to 2.20p ….. good end to the week perhaps.
1.90 to buy atm.
Mmmm, better volume today, and a recent £6.5K buy at 1.88p just through.
I would have thought we’d have an update on Microsoft pretty soon after SB tweeted a few weeks ago regarding their meeting.
Maybe news next week?
Regarding ‘numbers’ - it has occurred to me that the Company is refraining from informing the market whilst it positions itself, in many cases it’s not a good idea to advertise revenues publicly when one hasn’t completed the ‘land grab’ fully.
I’m constantly reminded that Rathbones continue to build their position, which instills confidence during the quiet periods.
Have a good weekend all.
Mirriads DACH region superstar agent Sandra at last nights Premier of the show she states in her post "obviously I'm here for the placement" and at the bottom of the post there's a hashtag "#virtual placement"
Come on Mirriad announce your long beta relationship with Amazon (hopefully!! it does add up though)
Here's the post
https://www.linkedin.com/posts/sandra-freisinger-brandedentertainment_primevideo-maxtonhall-maxtonhallonprime-activity-7189591480062148608-ZlE5?utm_source=share&utm_medium=member_android
I can personally confirm The 250K at 1.81p is a buy.
hi cab*****,
interesting read but sadly 2 years old.
lotm
Https://influencermarketinghub.com/virtual-product-placement-software/
Hi saxman303,
The algorithm just looks at the trade price & which side of the displayed bid/offer prices it falls nearest & puts it in that column.
That's why you look around to see other trades around the same time to see if they were an actual buy or sell. Sometimes the spread is so tight its hard to tell which are buys & which are sells.
Good Luck
LOTM
That 100,000 purchase at 1.81p was mine, so that's me up to 800,000 now & my target is now 1M before 1st of May.
GLA
LOTM
Just to let anyone interested the 15,000 sell was a buy as I did it why interactive investor as done that I don’t know why may be they should explain
Hi saxman303,
I'll be topping up as well today :)
Only problem is what to sell to do so :(
GLA
LOTM
Well no news is good news time to top up GLA
Hi TheT,
I looked back & there are only 6 days since the 1st of Feb when the daily trading volume was over 5M shares, ie £100,000 max in cash terms & of those 6 only on 2 of them were over 7M shares traded (Mar 4th = 13.1M & Apr 8th 19.6M [the day I first knew about MIRI] )
So it is absolutely flying under everyone's radar.
Good Luck All
LOTM
Hi TheT,
Nice to see you joining the discussion :)
I totally agree funding is a major issue & so far the company has done itself no favours in that regard by being so late to
1) get its annual report out for 31st December yet were able to give the 2 headline numbers before 24th Jan.
2) Provide some sort of monthly metric that would show the growth's there achieving to investors.
I don't think the issue is holding back new investors though because there are none, because the company to date has been so low profile with regard to investor engagement its crazy. The investor section of the company website confirms it with stuff that is just way out of date, ie 2 or 3 years old etc.
Even if we had the end of March bank balance & quarterly revenue number we'd be able to project how far into the future the company is currently funded for. The business plan had them lasting until 31st August, although the end of December numbers would indicate that, that has been extended a bit, but personally I think the opposite will have happened, that cap-ex has increased to bring the new content providers & programmatic offering online quicker. Hence the need for those numbers.
Totally agree the company is in play & even at £100M I'd say it was still in play.
I think there is a lot of news to come out before the end of May.
Tonight I was watching CNBC & one of there outside contributors was going on about the significant increase in digital advertising spend in the USA that has just occurred & they believe it is only the start of it.
If they do need to raise cash they maybe able to do it another way (as I have tried to point out before ) rather than an equity raise.
LOTM
Well TheT would you top up here are not
that is the 24bn $ question!!
when you read this: "according to research from radicle, vpp in feature-length films and tv shows in the u.s. will be worth $6.6 billion in 2023, accounting for nearly two-thirds (63%) of the u.s. product placement market" (many thanks for the link cab*****) and with all the deals and tie-ups mirriad have secured, it seems incongruous that the company has a market cap of c. £8m?!?
my take on this, for what it's worth, is a serious question mark over a (near-time) funding requirement. there must be a race to get as much revenue in as possible in order to avoid another equity raise, because, make no mistake, at such a low mc, an equity raise of, say, £4m would lead to a serious dilution. i suspect that this is holding back new investors at the moment. should, however, the company announce in a trading update that the company has moved/is moving (with a date) to a cash positive position, i would anticipate that the share price would rocket - if only because it will "come into play". even at 10x the current mc, this would represent loose change for a large ad company and as we know, the potential is absolutely enormous - see quote above.
gla, and many thanks to the regular posters - 2phevs; lotm-13; et al