Member Info for 2phevs

Yes I've sent this

Hi Stephan

Got to say I'm flabbergasted at the placing price thought the company was worth more than that. Such is life for me+2

I would really appreciate some feed back on the following being as ii's have had a lot more.

What is the cash balance at 31st March

How much of the unweighted pipeline is booked in

Has any programmatic sales been done as the Fundraise info seems to intimate that everything is still manual also if this is the case is programmatic going to commence in H1 or H2 and is it just going to be Triplelift it goes through leading to partnerships with SpringServe/Magnite, Amagi and Harmonic now ceased.

Have you looked into invoice financing or UK GOV trade credit for exporters

Which part of 2025 is guided for breakeven

Why have things changed so much from slide 7 & 16 of the Aug 23 presentation

Why didn't Mirriad announce the C4/Sky Microsoft webinar (as promised) Canela engaged with 2 other US Super Majors representing 87% of US market and probably other info before the Fundraise allowing Fundraise to be at a potentially higher price

Why didn't the company wait until lots of partner VPP revealed at Upfronts in 10 days

I think ii's that participated in the Fundraise would of had answers to at least these questions and I think retail investors deserve the same me and my family currently hold over 6.5 mill shares

I would really appreciate some kind of reply

On the pipe I've seen proof from allsorts of outlets how tough it's been getting these AdTech platforms up to speed let alone getting VPP into it and it seems Triplelift with their innovative proven adformats have cracked it with a focus on DEI&B I just hope this is it about to take off for the mates to get in

I wasn't worried I thought a raise could be possible along with everyone else here but I just didn't think it would be done for new mates and ii mates at bloomin MATES RATES LL

You could say that stampee

Could be IP GROUP probably not participated like the 3p raise last year lthey haven't got many listed liquid assets left like their mates at Parkwalk who just do uni spin offs now

7 mill shares actually stampee so yes hard day to swallow

This from an independent reputable source not long ago gave me reassurance regarding the IP LL

I did post it here

Why do we have to watch advertising on Amazon streaming soon? Well: Among other things, because Tencent has such a good IP strategy with Mirriad for AI-based product placement

From January 29th, Amazon Prime Video will begin to interrupt films and series in streaming with advertising. Unless you are willing to pay an extra fee per month. 𝐈𝐭 𝐰𝐢𝐥𝐥 𝐜𝐨𝐬𝐭 𝐔𝐒$𝟐.𝟗𝟗 𝐢𝐧 𝐭𝐡𝐞 𝐔𝐒 𝐭𝐨 𝐧𝐨𝐭 𝐬𝐞𝐞 𝐚𝐧𝐲 𝐚𝐝𝐬. Since Amazon already knows very well about users and their purchasing behavior, it is expected that Amazon will generate additional sales of around US💲5 billion from individualized advertising .

The question is: Why does Amazon make this so clumsy? Why not a much more elegant product placement? Quite simply: Because Tencent and Mirriad have patented it Tencent owns the media platform WeChat and integrates advertising messages seamlessly and imperceptibly into the stream of existing (old) films with AI.

This works excellently 😲, influences the viewers’ purchasing behavior and is not annoying – it’s just that it is 𝐡𝐞𝐚𝐯𝐢𝐥𝐲 𝐩𝐚𝐭𝐞𝐧𝐭𝐞𝐝 𝐛𝐲 𝐌𝐢𝐫𝐫𝐢𝐚𝐝 and is therefore currently not available for Amazon. Hence the clumsy advertising on Amazon from January 29th

https://ipbusinessacademy.org/inventive-ais-dominant-design-metaverse-use-case-protection-ai-generated-characters-%f0%9f%8e%af-ip-management-pulse-4

Now I know your going to mention Mirriad no longer work with Tencent but the IP is Mirriads

Why would all these people like and comment on a senior person's post at Mirriad about how profitable VPP is going to be one even states about selling it together implying they're working for Mirriad

Google

https://www.linkedin.com/in/ashley-jordan-42380531?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

A+E Networks (50% owned by Disney)

https://www.linkedin.com/in/teryl-brown-361801?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

Fox

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

Director Disney Advertising

https://www.linkedin.com/in/kim-silvia-b957114?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

Executive Director Disney Advertising

https://www.linkedin.com/in/jeffrey-mooney-8a88844?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

Director Triplelift

https://www.linkedin.com/in/michaelfrye10?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

So many more from the other US minor networks that make up the 8% that Mirriad had up to Nov 23 its just nuts really here's the post look through the likes list and see for yourself

https://www.linkedin.com/posts/karen-magnani_how-content-owners-media-companies-gain-activity-7188194987677810688-Q3hd?utm_source=share&utm_medium=member_android

Wasn't working with is was at a sponsored fireside chat thing which threw me a bit after jumping all in (maybe to quick) after the Aug 23 presentation and the even more impressive verbal webinar if you remember but after thoroughly checking the outfit especially glassdoor I quickly went back all in

Not if its under beta testing on a NDA just white Labelling potential as mentioned in the annual report

Yes I did read that but things can change like patent infringement leading to a white Labelling solution

I took the fact that Amazon were developing their own as a real positive last year thinking that every other content provider would want the same facility ASAP so not to lose out and a great opportunity for Mirriad to take the rest as the market leader....but then the Amazon demos happened with SpringServe (Mirriads 1st programmatic partner 2021) and Triplelift involved in the VPP add format along with other coincidences I posted here lead me to believe Mirriad were doing a white Labelling handover to AMZN but if that's not the case I don't care because all the other content providers will want VPP to compete with Amazon

Saw the 2 podcasts around November last year from memory pretty sure I posted them at the time... been out this morning unfortunately should be back around 2pm

I really thought with Microsoft behind them that the integrations would be quicker oh well

One positive is they haven't gone down the route of other listed companies of late and gone private shafting everyone so much so that the biggest ii's put more money in and doubled down

The only 1 counter I have LL is that pipeline of the 31st March was without WarnerBros Discovery

His average and the ii's are still more than ours LOTM just the new investors and new chair are the real winners here

I think I'll do the same Mozax with some of my own 3 year cash runway and use it as trading pot here like LOTM mentioned the other day

i wasn't taking the **** i was genuinely empathic for any shareholders that take hits like that and this...sb £40k 3.6 mill new chair £100k 9 mill

I'm happy and very open to being corrected by LTH'S it give me and others more knowledge so keep it up LL just don't make it personal

I said at the time "sorry to see what happened at AVCT" actually LL