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Yep LOTM especially if they use confidetial invoice financing that can release up to 90% value of booked work and again Stephan had a like from a specialist provider of this type a few weeks ago which I posted here
I was reading in the Forbes article last night about the amount of forward sales that are done during Upfront week.
I don't know if that means the advertisers book slots & actually pay cash upfront or just commit to spending X amount on a particular Series they want to be involved with.
That could also help fill any short term gap.
LOTM
Yep and who knows they could get a strategic investor in. I hope retail have a chance to take part. I do think revenues will really pick up in Q4 so if they raise imminently it won't be for too much, it'll depend on what's booked for the auditor to have visibility on revenues. Onwards and upwards
Good glad to hear it LoveableLumax or should it be LoveableTB ?
I totally agree about the possibility that a fund raise might be needed, but it also doesn't mean it has to be in Equity either, it could be another way. It also depends on size of the raise, so a few unknowns there to go along with not knowing the current bank balance or how well revenue is doing either.
I can't help but wonder what the American's will think when they hear AI & Mirriad in 2 weeks time, or what the Microsoft Webinar will do when it comes out & that has to be very soon given its 3 weeks tomorrow since that was flagged up to us.
I just wish the CEO had used a ThunderBirds Video instead of a rocket! or maybe he was trying to indicate how quickly things are going to take off revenue wise & hence we might not even need another cash raise!
GLA
LOTM
Here we go again I was very honest at the time LLTB about my reasons and was accused by many for lying about my holding only to be proved right a few days later after the delayed trades came through
After completing my DD I bought back the nearly 8 mill end of story as far as I'm concerned
Many have liked my type of research over the years always giving factual links to back up sometimes thesis but mostly factual and I always go long without any agenda
GL anyway and let's keep it civil
Yep, fair enough LOTM will keep it civil. You sound genuine so all good and not a pump and dump merchant.
Potential here huge but I believe one more raise needed and if it's to retail I'll take part and if strategic investors I'll have to buy more higher. All good either way
2Phevs you sad little creep I still remember you pumping here incessantly every day and then to dump most of your shares as one of our collaborators were working with a rival. Funny as.
Yeah Avacta a shame but the science sound but sadly got their pants pulled down raising in this climate but all okay as haven't sold any and 2 year cash runway so will come good. That;s why I'm nervous here, cash will be needed and revenues massively weighted to end of the year. You're doing your pump so when are you dumping this time?
Ok I see there's history between the 2 of you.
Can we please keep it civil, this is a really good board & I hope it can stay that way.
LOTM
Good to have you with us here LoveableLumax,
Ok so we have 2 very different points of view on the matter, which is good for health debate.
I guess we may find out more tomorrow through the triplelift presentation & what they say, to see if that helps 2phevs view or not.
Otherwise its a case of does more hints/facts emerge in the meantime or do we just have to wait until 15th May to find out.
We know at least 1 company is going to be talking about it in 2 weeks time.
LOTM
Ahh the loveable tickboo mirriad recent linkedin likes that turned into businessl
MARIA from Mirriad WAI Q italk Toyota Campaign liked in December 23 Campaign just recently announce
Mark from Mirriad 4 people from Triplelift liked his TPN Goldshield post in January deal announced recently
I could go on but I'm not going to totally reveal how I do my research and I'm lucky that I have the time maybe you haven't and that's why you called me creepy last year its called research I'm afraid
All the best anyway and sorry to hear about your AVCT experience recently
I was in the camp of thinking that too for a while LOTM and was happy that being AMZN is seen as a walled garden it was good for Mirriad anyway because their competitors would want VPP as well and wouldn't go to a competitor like AMZN but go all in impartial Mirriad that was my logic ...but after finding the AMZN blog from 2021 mentioning the VPP with Triplelift and I know for a fact Triplelift were trying to do it back in 21 then the AMZN Triplelift VPP Demo I posted here the other day and the fact Triplelift have partnered with Mirriad for VPP along with all the recent VPP AMZN Prime Examples on Mirriad posts also that AMZN architect liking Mirriads CTO post just shouts "Mirriad Inside" everything with all the patent protection that have made all these integrations over the last 2 years quietly happen...
Just my logic LOTM
Hi, this is tickboo, I hold here and expect this to come very good indeed but I've been consistent in saying I expect a raise H1 so waiting to buy more. Amazon has been working on their version for a good while. Liking LinkedIn posts doesn't mean they are working together it's just what you do! I like competitors posts, it's a small world!
Hi 2phevs,
tickboo on Advfn doesn't agree with the Amazon idea at all
https://www.bidx.io/blog/amazon-newfront-virtual-product-placement-vpp
Interesting to hear your views on it
LOTM
Fascinating read from March, so its old but its about Amazon & upfront 24
https://www.forbes.com/sites/bradadgate/2024/03/04/more-video-streamers-are-invading-television-upfront-week/
Lots of $ amounts talked about in the article
LOTM
TheSoundMan,
Before Friday, there had only been 6 days since late January where the daily volume has topped 5 Million shares (ie 1% of the company & if you half it for buys/sells its only 0.5% of the company changing hands).
During that period there has been 4 announcements that might have brought day traders here in big numbers but hasn't really materialised yet. The 4th March announcement peaked trading at just over 13M the next 2 days saw reasonable volume with the last of those being above 5M then quiet again. The 8th April RNS got peak volume of 19.6M followed by 6.1M the next day then less than 3M after that.
As I said its gone totally under the radar of virtually everyone.
You know the day traders are going to arrive at some point, its actually good because they will push up the price & those wanting or thinking of selling will do so (weak hands). The day traders will sell out in the near term & thus the stock becomes available to pick-up at a lot less than the spike.
Your always hoping that one or two will stick around & see the long term value, as that stops the price from falling back, which right now is what your looking for because this will look very tasty to some of the (SSAI and Playout / SSPs / DSPs) out there not to mention Content providers etc as a very cheap takeover target. Some of the Advertisers might think of it as a target as well, as it would lock out competitors etc if they wanted to, yet get them revenue from other sectors of the Ad market. Ad agencies possibly as well. So personally I think it could be a target from multiple different angles (2phevs might disagree I don't know) & that's my fear, not getting anything like proper value for it.
Bring on Tomorrow & lets see what it brings.
LOTM
Great find. This is getting really interesting.
What we need though is a steady constant SP gain rather than big spikes and the traders wading in and out.
Holding my small holding of 195,000 shares till the dream price drops in
Hi saxman303,
Not sure they both are buys, looks to me more like they found a big enough seller (1st trade) to fill the buyer's order (2nd trade) & pocketed the 0.03p difference, would be my thought but could be wrong.
Anyway some decent volume & some new long term holders have come on board which is exactly what you want, when your in for the long haul.
Good Luck
LOTM
So now we can tie that up with
Amazon Morning of 14th May
https://deadline.com/2024/02/amazon-upfronts-advertising-streaming-may-2024-1235834468/
& that should be one of the big reveals.
Exciting times ahead for sure :)
LOTM
Hi 2phevs :)
The link works :)
But I only get the see like (with 4 thumbs up above in blue) & if I click that takes me to a LinkedIn sign-in page unfortunately :( Its probably because I don't use LinkedIn or have a login name.
Sounds like a fabulous find :)
LOTM
Two massive buys before close any thoughts
Philip reposted the Upfronts post today and this senior AMZN guy that been working in this division since (funnily enough) 2022
Just click on the post and click likes the guy is Paul Andrews just look at his AMZN profile shout they've been building then testing for the last few years and Upfronts is the release can't wait
https://www.linkedin.com/posts/philipmattimoe_mirriad-in-the-tv-upfronts-2024-were-activity-7190651385741291520-llx7?utm_source=share&utm_medium=member_desktop