Member Info for 2phevs

Hi Riskki I follow most of the employees of Mirriad on LinkedIn and they're very busy from what I've seen "working their tails off" as 1 of them put it recently all I can go on though is Mirriads huge increase in available content to scan and then send out virtual product placement options via their new API to brands this has jumped from 8% to 40% in just the last few months and it's been intimated that Mirriad are in negotiations to take that to 60%.....

Now if they can do nearly £2 mill revenue with 8% it makes sense that they could do £8 mill with 40% and if programmatic kick in then they big style CF++++ because they done the main capex over the last 3 years plus NO CORP TAX on the 1st goodness knows how many millions over those years...All my own opinion though GL Riskii

Yep Mozax looks like others have had another 1.3 mill on top of your 650k Nick Vaill from Investec now taken over by Rathbones has consistently liked many Mirriad linkedin posts over the past 6 months while his client/clients have been accumulating

https://www.linkedin.com/in/nick-vaill-69252718?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

Tell you what Jarv you don't get the red carpet treatment at one of the biggest companies in Germany if you're some 2bit company.

https://www.linkedin.com/posts/sandra-freisinger-brandedentertainment_virtualplacement-virtualproductplacement-activity-7168593778893647872-LhwA?utm_source=share&utm_medium=member_android

I would be doing but all in here already GL all still in here.

Looks like they've (along with some new investors here Mozax and others) taken out the last 2.65% of Parkwalk..... shame for them probably got around £100k for it that's not going to buy much of a uni spin off or much in wages oh well finally gone

Don't blame you nice divi there too

Looks like ITV had a good results today Mozax GL here

It printed yesterday at 5.20pm a bit like your 500k buy Mozax so was a sell actioned at 16.18 yesterday.....

However it was pulled afterwards with it showing up now as a minus so effectively cancelling out yesterdays sell a positive I believe

What the minus -1.4 mill just printed? Bdsr

RATHBONES NOMINEES 18%

M&G 10%

IP GROUP 7.3%

PARKWALK 2.65% they have been selling due to just doing uni private spin offs now IMO

Bits and Bobs all over the place

I believe there's around 4% in LTIP at 7p and 3p strike price

Around 1% with BOD

That's all I actually know that's up to date

There is a interview out there from the CEO of Magnite in early 2023 describes the 2 year anf continuing slog they and partners have been through with getting programmatic right.

Just wish LTH'S and old small holding left ii's would watch it.

Any queries from your research I'd be happy to try and give a view GlL Mozax

Sorry Mirriads representative in DACH region

Yeah they show it when some poor guy has just sold some diabolical shouldn't be allowed to have that much advantage anyway got a good feeling about German goings on have a look at Sandra's company who are Mirriads DACH in Germany

Great showreel with a few of last years VPP VW OPEL etc...

https://brandplace.de/digital-product-placement/

They visited many companies in Germany Loius and Sandra.........

For a huge reason IMO Prosieben and RTL the 2 largest networks announced an adtech alliance only 2 weeks ago Mirriad and Sandra's Brandplace.de have very long standing relationships in Germany especially with Mediaplus

This just announced Today......Bauer from 2025 will stop independent advertising in Germany and will become a client of the Ad Alliance.......Looks like Mirriad got their finger on the pulse and ahead of the game

Yeah Mr Taylor

They also own JOYN huge streaming network

No worries Mozax

Here's an example of what they could put out adhoc like they did I December last year that gives you an idea of how things are progressing without releasing actual revenues

In-content sales proactively generated by Mirriad's partners in the ten months to October 2023 have grown by 53% vs the full twelve months of FY2022 and the Company expects these sales to continue at a similar level going forward. This underlines the growing penetration of the in-content format and its increasing integration with partners' strategies and structures.

They could drop something like this anytime who knows GL here

They had availability to around 8% of US market up to November last year they now have over 40% Mozax

If all in-content was still manual for this year revenue should increase from £1.8 mill last year to £9 mill this year based on availability of market share this would make Mirriad slightly CF+.....but if programmatic kicks in and scales with the same amount of manual then CF++++++++++++ GOOD STYLE.

but that's a thesis even if you took half of the above manual because of new partnerships with some programmatic then I still reckon CF+

Mirriad have been very busy for these claims and Emily (one of a small hardworking team in New York) confirms it "working our tails off everyday to furtherthe success of not just Mirriad but of our content suppliers and brand partners"

Nice one Emily

https://www.linkedin.com/posts/emilyobe_big-news-were-very-excited-to-announce-activity-7170409544806838272-i74J?utm_source=share&utm_medium=member_android

Not 1pence Mozax

Hopefully they'll take advantage of a factoring facility when programmatic scales could be serious cash injection with no actual debt just a bank buying Mirriads invoices for a couple of percent on an invoice...... sent a few US examples over to IR for reference

I think that's what the CEO is telling us in this short video from yesterday

https://www.linkedin.com/feed/update/urn:li:activity:7170401424130969602?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28V2%2Curn%3Ali%3Aactivity%3A7170401424130969602%29

Sorry Mozax

They'll give notice of final results and webinar in early April for release early May they normally release post period highlights/figures