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Hi 2phevs,
I should have looked & found this earlier (I only went looking for it when you'd referenced it somewhere in all the posts).
Slide 15 is one of the key ones.
I just hate it when they (companies in general) say things that are on the edge of being complete & utter lies. Here is a prime example
Supply (breakdown) of content providers - "Working with five of the top ten. Four more in dialogue"
So that makes you think they have agreements in place with 5 of the top 10 & are talking to 4 more. Completely wrong because
NBCU = 22% Paramount = 16% Fox Corp = 16% Walt Disney = 10% Discovery = 7% Warner Media = 7%
Univision = 3% A+E = 3% Crown Media = 2 % AMC Network = 1%
Is the list of the top 10, take the bottom 4 & that comes to a 9% share which is more than the 8% share Mirriad had prior to the 16th November announcement, so how on earth can they claim to be working with 5 of them!
That announcement means they signed up either Discovery = 7% or Warner Media = 7% to move from 8% to 15%.
The 6th December announcement would indicate that it was Walt Disney = 10% simply by the 25% number in the 24th Jan announcement (although I'm not totally convinced it is)
The 4th March announcement means they signed Paramount = 16% or Fox Corp = 16% & I'm guessing it was Fox & that they are still in negotiations with Paramount & that deal maybe announced in the near future.
Which would give them 4 of the top 6 with NBCU = 22% as the big missing standout. Now there's quite a gap between 22% & 16% I wonder how much that gap would need to close before NBCU realise the risk to there position at the top is at risk by not adopting Mirriad's advertising offering ?
I also don't see Triplelift even mentioned on the Programmatic top 15 list.
I think there is a lot of Investor updating for the company to do.
LOTM
Hi 2phevs,
I think that 329,792 trade is actually a sell to be honest.
I was hoping for lower, but each passing day carries with it risk, so I ended up buying 75,000 just before the close.
I still have some cash left for next week & I intend to free up more then to get me to at least 500,000 by the end of next week, which is half way to my initial target.
Have a good weekend
LOTM
Well GL LOTM it seems someone pounced the minute the bid ask dropped for 300k shares so some careful accumulators out there
Thanks 2phevs for your input :)
I've freed up some more cash so I'm ready to buy more, but just holding off hoping the price might get better for me in the meantime as lower price = more shares :)
LOTM
Strange to be down today thought I'd show you a little de ja vue from Stephan's screenshot of a webinar he was having with some senior execs at Microsoft This one I found today with the same MSFT Exec Steve Jarvis with head guy at Abnormal Security $4 bill valuation against Mirriads lowly £10 mill but the screen looks the same can't wait to find out what they were talking about with Stephan
Have a look....
https://www.linkedin.com/posts/sjarvis007_microsoftmarketplace-emailsecurity-cybersecurity-activity-7183781601124753411-OZd3?utm_source=share&utm_medium=member_desktop
As I understand it LOTM on the manual side of things Mirriad and content provider sell the campaign to the brand and Mirriad get a set 25% would imagine the brand pays Mirriad and the content providers separately.
And I believe from last years August webinar it's the same margin split for programmatic and would hope Triplelift and others take a commission from the Brand on payment then payment is made to the content provider and Mirriad 30 days after a bit like online auction houses do which programmatic platforms basically are with a few extra benefits bolted on
Hi 2phevs,
I'm working away on the financial model.
My question to you is this, where in the chain do Mirriad get paid ?
Do they at anytime get paid by the advertisers ahead of an ad campaign starting, or is that money going to the content providers 1st of all & then once they get paid, they then pay Mirriad there fee accordingly. I'm guessing we are at the back end of the chain & therefore if the ad campaign starts in June, it is likely to be August if not September before the cash hits Mirriad's bank account.
Thanks
LOTM
By the way it looks like the Bots have arrived to start trading the stock !
Someone wrote, doing a trillion a day, or a week, month? Or year ? A trillion...we are all gonna see these advertisements , unless we put our heads in the sand.
Mirriad just going from strength to strength 💪
From a few days ago in "The Baxters" on Prime and if you look at Stephans last 2 linkedin posts they both feature a Prime box virtually placed example
https://productplacementblog.com/tv-series/w-hotel-and-lincoln-billboard-in-the-baxters-s03e03-a-sisters-trip-2024/
Btw, 2.26p is good I think, someone had 1.5M at 2.4p a few days ago.
Well done LOTM.
I’m travelling over the next few days so will be offline, fill your boots!!
However, next week I’ll have the hoover out.
GL LOTM let's keep the researching and dialogue going here
Just added another 100K just before the close again at 2.26p
LOTM
Hmm so I'm going to be competing with Mozax regarding stock then :( that's not going to help either of us get them as cheaply as possible !
I've just added another 50,000 at 2.26p not the price I really want to be paying (15:36:11) in the meantime.
Just need to keep freeing up funds from elsewhere at the same time.
GLA
LOTM
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.