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From the 50 mill placing that didn't require shareholder approval before anyone starts spouting nonsense
Wow, I called it although thought they’d want more than 5%. Funny as. Mates rates eh. They just want to make some money back as think it’s going down the pan.
This list comes from one of the leading voices in the AdTech sector...he has stated that he has only included early stage pre IPO companies or pre take over companies... a few people have commented on his post stating xyz should be included but he responded "they have already been taken over" he has nearly 20,000 followers on LinkedIn
I commented
https://www.linkedin.com/feed/update/urn:li:ugcPost:7194391608597897222?commentUrn=urn%3Ali%3Acomment%3A%28ugcPost%3A7194391608597897222%2C7194697964743737344%29&dashCommentUrn=urn%3Ali%3Afsd_comment%3A%287194697964743737344%2Curn%3Ali%3AugcPost%3A7194391608597897222%29
Hopefully Troajan lot of people got a lot to make back up over the last 2 years looks like the 2 votes on the MPC to cut rates and US looking toppy might start a sustained money flow over here from the US even just on carry trade spread across equities bonds and currency GL M8
Agreed the bottom could well have been hit. For now. Remember at the 3p raise it went a little over 4p before profit taking took it down and then settled around 2p so 33% down. Just had 5m in sells, maybe forward sold and making a little less than 5% on the 1.25p. I reckon there’ll be a lot of that like last time although I’m sure most will want more than 5% profit!
2phevs
ok cheers bud and since the drop,the mm's book as been red .
but today its neutral......sugggesting the bottom,is upon ya.
aim?...it looks like some life,is returning to it,in recent weeks
Yeah Troajan m8 probably going through on the 20 mill given away to velocity trading last week at #MATESRATES the guy looked me yesterday they really take the wee hope your doing OK
Full ask nearly,on 1 mill
This guy from WBD recently liked a Stephan post its seems the WBD relationship has been going on all the way through Channel 4 relationship especially with First Dates which is filmed by 20 20 a WBD company coincidence that Mirriad is involved in 23 out of 25 new channel 4 offerings
Here's the #MATESRATES article
https://bit.ly/3UR0tai
Reaching Multicultural Audiences Through Media
Companies like Revry, Canela Media, and Estrella TV, highlighted initiatives cultivating inclusivity and equity through advertising that authentically reaches marginalized communities.
According to Nielsen, black adults spend 31.8% more time with TV each week than the general population. However, these viewers feel that they are underrepresented in the advertisements targeted to them.
Brands must connect with viewers organically. Fortunately, partnerships with diverse-owned content providers, publisher partners, and data and solution tools are resources that can be leveraged to achieve that desired organic reach.
As an NMSDC-certified minority business enterprise recognized by the ANA, all spending with TripleLift can be counted towards advertiser supplier diversity goals. Through minority-owned inventory deals, diversity tentpole packages, and robust contextual targeting solutions, TripleLift satisfies diverse spending goals, increasing monetization for publishers, and helping advertisers support historically marginalized communities.
I think this is where Mirriad and Triplelift will start their programmatic relationship with the incentive of the "NMSDC-certified minority business enterprise recognized by the ANA, all spending with TripleLift can be counted towards advertiser supplier diversity goals". Canela being the 1st major adopter of programmatic VPP
Here's the link
https://hubs.li/Q02wyBLW0
2phevs the more you continue to push your naive and stupid theory the more I will point it out for what it is. If you think the raise was done intentionally at 1.25p and some 500m shares to get some IIs in on the cheap you’re as dumb as you seemed when you were egging people to buy at 2.2p.
I bet you didn’t know what a material contract meant.
Answer me, do you think they had finance options available when their turnover is £2m, burning say £750k cash a month and might break even end of next year with a pipeline of £2.6m. Get a grip FFS. Mirriad would have done under in August and the IIs would not go any higher. The worry is history repeating itself and another discounted lower raise next year.
By the way it’s the NOMAD’s job to ensure material agreements are subject to an RNS.
Now Pernod Richard on board as well as AB INBEV ASASHI (Peroni) Big money spenders along with automakers which are increasing fro just Lexus to at least 3 others now all looking good for #MATESRATES ii's probably not RNS to highlight how cheap the company is right now before the mates can get their averages down
They’re featured in case study videos years ago. Likely still on their website somewhere. All good examples but nothing new and even if new worth very little so not material.
Only material agreements should be subject to an RNS. Like the tier 1 deal thought to be Disney a few years ago and we didn’t hear anything after the 2 year trial so either they are still a client but spend very little or they’re no longer a client. Who knows.
Hi Stampee1,
I can't answer that you'd need to ask the company.
Its not highlighting a Content provider, its highlighting a specific campaign for an advertiser in this case Martell & at least this time round it actually states when it took place (March 2024).
Its also highlighting this form of advertisement to the Alcoholic drinks industry & the short time frame required to run a summer campaign if they wanted to do that.
So if they were to put it in an RNS or such like they'd just be showing new areas that are starting to be adopt the VPP market.
LOTM
As Lumax says, why not officially stated as an RNS
Https://blog.mirriad.com/virtual-product-placement-for-alcohol-brands
LOTM
why do butt heads, repeat spin and repeat garbage...
utterly bile...
if you invest, don't complain if investment goes down...
whom are these people trying to bull****e? themselves?
why if over night you lose 50% of investment, because of greed. i'm sure allowed to vent my feeling's.
just sit their and take it my son, 😂
too many prison mentally idiots on here, just take it my son, same again tomorrow.
Again, a very different business to where it was then. Yes, lots of fluffy stats then on engagements and % of market, and to a degree now too, with US partnerships. The China exit and US pivot explains the revs comp you mention and a large reason for the current share price dilution / shares issuance journey is response - it's hard to truly understand how this all unfolded. We can be cynical or not. Agree that a clearer picture on remuneration structure / current holding would be good for us to see, but a CEO getting paid is hardly cause for rebellion. But all these questions / concerns will have been put to them by M&G, Rathbones/Investec, Odey AM (b4 bust) and they seem satisfied for the time being with nobody running for the exit. They will have have to given them better reassurances / insight into revs and breakeven points. While not the most compelling reason to remain invested, it does matter for the time being at least. Getting taken out from here has real legs. The knee-jerk attempt a year ago to find a buyer was far too short a window to find a serious prospective buyer, and another poor step by mgnt most likely. Agree, you'd wonder why it hasn't happened yet, but MIRI / VPP are still flying under the radar and DD by massive corps takes time.
And the next year revenue declines a little so their packages are worth over 50% of total revenues. Nah not a lifestyle business at all. Stephan in his previous roles would have been on £200k max, he's had a great time spreading the jam
And in that year you'll see just the CEO and CFO's packages were over £1m so close to 50% of total revenue FFS
Buythedip 3 years ago turnover was over 20% higher and they said this in the annual report -
60% Top 100 global advertisers are clients
Growing number of global RFIs
and RFPs
80/90% Major USA entertainment companies/major broadcasters in the UK, France
and Germany Partnerships, negotiations and engagements
The above was 3 years ago when they had some 200m shares in issue and soon to be 1bn with less revenue and more talks of break even at best IMO in 18 months so another raise needed and what nearer to 2bn shares??
Buythedip I only resent the chuckle bros egging all on to buy when they clearly have little experience in AIM PLCs, nor do they know the basics re accounting, AIM rules, role of NOMAD and thinking the BOD had other finance options except a crap raise although they spout mates rates. It's embarrassing and to waste time emailing such things and writing on LinkedIn would put people off investing as you'd think the co attracts numpties.
Another raise in H1 next year bang on, the question is i the share price higher and if programmatic continues to have slow take up it will be painful. Also, given their pathetic balance sheet and cash burn anyone thinking they might infringe on the IP won't care as there is no way MIRI can afford the lawyers to defend it.
So if from 12 months from the date of signing the agreement they thought it would generate £180k in revenue (last year’s total was £1.8m) they would issue an RNS.
It is not a material deal so is not subject to sn RNS. FYI a material deal is anything at or above 10% of prior year revenues.
I guess it is to be expected that AIM investors are in for a quick buck and on to the next one, and the next move in share price HAS to be meaningfully up, but if ppl can't handle their investments being down 50+% then maybe they shouldn't be investing in AIM stocks in the first place. While the latest placing price was a completely crock of $hit, if you are a LT investor, and not a retail bandito, than raising cash or waiting for clients to onboard and scale, while unwanted, is all jst short-term noise, as long as the LT prospects remain in tact - which they do for now. We can all throw around opinions on unweighted pipelines, guesstimates of breakeven dates in 25, H2 sales > H1, how much programmatic revenue has been booked or not, the likely rubbish terms of initial contracts and time to ramp up etc. But we know nothing. Trying to say the company is a lifestyle company, and mgnt are on the take, and that it is anything comparable to the company it was 3 years ago is just nonsense, and while MIRI has always had massive potential, and they do sound like a broken record, it has a very different kind of potential today vs 3 years ago. I feel for those who will likely never re-coup their investment here, but the resentment needs to stop and we all need to stay more LT focused and adjust accordingly based on developments that impact the LT picture, not the next 3 months.