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Morning Mozax :)
Nothing new found so far ! :( just waiting to see what Triplelift say late on the day I guess.
Had been hoping for an RNS this morning but didn't happen.
You still buying ?
Good Luck
LOTM
It’s gone eerily quiet.
I'm lurking LOTM - have been keeping a close eye on a couple of my others today, each having their own excitement to hopefully take advantage of.
Added a few here earlier today but still a distance to go. As always trying to balance the potential post frenzy drift in the SP against the potential killer RNS.
I happened to put some cash in GBP a while back waiting for it to spike yet again. It has today so I've just sold it & added £75 to it & bought that other 75,000 shares at 2.168p
So that is me fully set now with a 250K trading parcel for when the time comes.
All quiet so far today, the calm before the storm, lets see if there's an RNS in the morning & what Triplelift have to say in the afternoon.
LOTM
Lets see later on LOTM TripleLift could be the AMZN special format banner ads not the Prime that Mirriad have been putting as VPP examples.... I'm really excited about music videos with VPP Mirriad are getting brilliant at that and command large fees for big stars from brands and Mirriad gets 25% nice bit of Kudos and extra pocket money on top of the US networks.
Just topped up another 75,000 & I think that will have to be my trading parcel, was hoping to have 250,000 but had to sell things for less than I wanted to, so looks like its starting off at 175K.
TheSoundMan is very quiet today (no pun intended) maybe still buying quietly.
GLA
LOTM
Hi 2phevs,
On Wednesday as well as Triplelift,
Canela Media are up with "A must have to reach US Hispanics" segment
revry are there & one or 2 more from the lists
LOTM
Had a look on that IAB X page nothing jumping out at me if you search "IAB X page" you can find it there is a 2 hour Google presentation link there 17 hours old might watch that today.
I do believe Newfronts is more about creator content that's why the main sponsors are Google Meta TikTok etc I could be wrong and I have a thesis that is where the Manual White Labelling or potential licensing mentioned last year by Mirriad could be happening so Mirriad can concentrate on servicing the hugely more profitable US Networks
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
The reason I was asking about this is because several of those listed are meant to be at the IABNewFront's stuff this week, so maybe some news will come out there as well.
https://www.linkedin.com/company/iab?trk=public_post-text
Says they are having live updates on X (twitter) but I don't use social media at all, so might be worth someone scanning now & again who does use it.
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?
Well GL LOTM hope you do well off the day traders after Mirriads DEBUT at the Upfronts revealing the Platformsssss and Networksssss using Mirriad Inside
Ok I've just bought another 100,000 which will be part of my trading block, not happy at paying 2.29p for them, or selling something else at a not good price to do so but nevermind, it is what it is.
LOTM
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
Mycode Latv and equal pride are very new LOTM