Member Info for 2phevs

Numis recently acquired by Deutsche Bank now Deutsche Numis must of done some serious analysing and DD in the past 20 years for clients do we all at least concur on this

Should of mentioned this as well Germanys JOYN streaming network 7 million subscribers does VPP that's why Louis and Sandra did all those German visits a couple of months ago

https://www.seven.one/werbeprodukte/joyn-werbeprodukte

Just scroll down to VPP obviously fully integrated and available now

Quortex use AI to analyse the scene and recommend a brand to suit the scene and put a banner in the corner... personally I think it's still intrusive like these annoying banners on this website...much prefer a product inserted on to a table top or a billboard on a building or a car inserted outside a bar etc etc... seems more natural... and much better than in your face actual product placement clearly being promoted by the actors just my view

Yeah LOTM so Quortex do video delivery under quortex.io and adformats (like triplelift) under quortex.ai

Here's some more looks like they're a triplelift type inserting L banners etc which find is still intrusive unlike VPP which is natural....but much smaller I don't recognise the small list of publishers they work with either

Here's the link LOTM I Think it's the same company with a slightly different website address

https://www.qortex.ai/

Seems more like a cloud only based video delivery company LOTM if I've got the right one

Here's the 2 pages on what they do

https://www.quortex.io/quortex-link/

https://www.quortex.io/quortex-play/

A thesis LL

I would imagine that if Mirriad get integrated with 87% (40% as of now) of US TV content providers then why would they need anyone else to do the exact same thing can't see them taking a smaller cut and going through all the hassle Mirriad have gone through over the past years testing and integrating directly with the publishers....the publishers probably wouldn't want the hassle

And yes sometimes I do have the odd thesis which can be wrong but I'm sure everyone else here only actually takes on board the factual posts I make with links to back them up LL

I'm just naturally optimistic sorry its in the genes and don't get taken over by others views as I'm sure no one else has here it's well known to do your own research and make your own decisions LL

I did flag to Stephan at the time he liked bidstack take private post a few weeks ago and at least Mirriad did a shocking #MATESRATES Fundraise rather than Bidstacks Directors diabolical design

Here's the reply I got

I had seen the article this morning which has put a new light on the whole story. My assumption was that they had gone into administration and after having tried all avenues, worked with the administrator to explore all remaining possibilities, and then went for what they announced.

Cityam is suggesting that potentially things might have happened very differently, I’ve just retracted my support, thank you for flagging this.

Best

Stephan

Here's the Bidstack link

Also showing in broad day light how the Directors came up with a plan to shaft all the shareholders without doing a raise

https://businesscloud.co.uk/news/bidstack-ceo-sets-up-private-firm-due-to-public-market-headwinds/

Class action being put together now City AM reported recently

Thanks LL try to stay away from there strange that the actual LSEG is wrong as well

Just on Bids and I have direct experience of this try to put sponsorship on footballers socks many years ago and got shot down by the head guy at Real Madrid in a La Liga presentation in Madrid because of their special all encompassing deal with Samsung which lead to all the smaller clubs not benefitting from the proposition

I believe Bids main proposition failed for the same reasons see below

Sports leagues and teams have long been identified as enterprise customers of Bidstack’s platform. Until now, Bidstack and its competitors have been unable to monetise sports games within a fully licensed virtual stadium or track due to restrictions from official sponsors,” Bidstack stated.

“By placing control of brand activations in the hands of relevant leagues and teams, these virtual stadiums or tracks become available to the owners of their real life counterparts. Bidstack would act purely as the technology provider, empowering sports teams and leagues to reach fans within their virtual stadiums or tracks with a level of targeting and flexibility that has not been possible before.”

Fair point on the pipeline however if you take that a qtr are converted £700k and the same pipeline for this qtr with qtr converted that's £1.4 mill revenue in the quietest period wich is triple what Mirriad did in H1 last year which nearly ties in with a four fold increase in the last eight months in product placement according to product placement blog

If that continued for the year with just manual that would equate to £7.2 mill for the year

Would you mind pasting a print of them or someone else as I can only see 2 one a minus and one a plus I've looked at all the trades on LSEG website and can only find 2 x20 mill trades same as on here

03-May-24 15:10:53 1.25 20,000,000 Unknown* 250.00k O

03-May-24 15:53:44 1.25 212 Sell* 2.65 O

03-May-24 15:10:53 1.25 -20,000,000 Unknown* -250.00k O

I believe (if you look at the trades tab the 20 mill got immediately cancelled

4 types of Tech were touted at Newfronts VPP being one of them

Independent article

📓 The Creativ Brief: 2024 NewFronts Recap

https://www.linkedin.com/pulse/creativ-brief-2024-newfronts-recap-wes-morton-hutac?utm_source=share&utm_medium=member_android&utm_campaign=share_via

Thought I'd taken LL's advise when I first saw this but no it's real.... the CTV Lead, Agency Exchange Partnerships at Google just suggested that Mirriad should be put on a list of top exciting early stage CTV AdTech companies that they've come across recently...

Here's the person

https://www.linkedin.com/in/esrabacher?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

Here's the post that she suggested Mirriad go on

https://www.linkedin.com/posts/paulgubbins_ctv-streaming-avod-activity-7192192489095675904-wuTN?utm_source=share&utm_medium=member_android

Not to sure seems like they're very close this is a bit of a reply I had from Stephan back in March when I pushed on disclosure

We are well aware of all the AIM rules, we are controlled by our great Nomads at Allenby, and -as I’ve repeatedly said- we are very grateful for the trust from our shareholders.

I hope this helps!

Best

Stephan

Bit of a mickey take "trust from shareholders" bit hey LOTM

#MATESRATES

I think we should start

I've used a few of your points LOTM hope you don't mind