Member Info for 2phevs

Https://www-sustainabilitymenews-com.cdn.ampproject.org/c/s/www.sustainabilitymenews.com/amp/story/sustainable-finance/6-uae-banks-allocated-us52-billion-for-investment-in-green-initiatives

Out of China Out of Tencent thought you'd be the one to know luv

US Tier 1's all the way luv then global plug and plays while getting approaches from Publicis Omnicom WPP etc

Never luved Tencent ?? Maybe ??? Any other ideas luv

Mcap of worst case scenario DCF Model £20 mill increase per Tier 1 programmatic client signed up

Best scenario 5x revs £100 mill mcap increase per tier 1 programmatic client signed up

If all 9 of 10 currently 5 working with and the other 4 currently in dialogue with Mirriad sign up Mirriad mcap could be between £180 mill to £900 mill

IMO this could lead to a 1st sign up leading to a £180 million approach from someone like WPP if Mirriad turns it down then maybe a strategic equity stake with full access and collaboration with someone like WPP example of £20 mill for 10%

I might take the £45k stake out at this point and let a huge profit ride GLA

USD 125 Mirriad US revenue opportunity by 2026 (got to be a lot of profit there as costs shouldn't increase with this fully automated trading desk mayhe a few more financial controllers)

Majority of US Tier 1 supply partners active, in negotiation or in testing phase (later it states "WORKING WITH 5 OF THE 10 4 MORE IN DIALOGUE" 9 out of 10 now that's what I call a MAJORITY)

Actively negotiating deal terms with Tier 1 partners

Programmatic integration work with major tier one player continues to progress (deal terms must done with this Tier 1 player)

1 US ctv partner with 1 US streaming partner and 1 US broadcasting partner = $246 mill Mirriad gets 25% = $61,500,000 (so just to land 1 partner from each section is a significant business)

Engaged with majority of Tier 1 partners, aligning programmatic capabilities

Expect to run commercial campaigns with one Tier 1 partner and POCs with other Tier 1

partners in Q4 (just 1 streaming or broadcasting partner means at least $25,000,000 rev which was the figure mentioned on the 1st question from the Q&A on the 22nd)

Good to go through it a few times

One more luv WPP owns Kantar MIRI's been commented on by top people there reckon Mark Read CEO WPP might be getting wind of them would make a perfect fit for them

Https://www.linkedin.com/posts/chris-petranto_harnessing-the-industry-leading-framework-activity-7100881124402319360-LCU-?utm_source=share&utm_medium=member_android

Jack Rickles from miri liked that linkedin post

NBC mentioned a few times in webinar as an example company along with paramount and time Warner

https://www.linkedin.com/posts/david-ushery-8b412b5_marking-30-years-today-covering-and-caring-activity-7100265346070171648-QIAf?utm_source=share&utm_medium=member_android

I like the look of this one Agricore it's spun out of a university of Brazil in 2020 regarding 2nd generation ethanol and acquired American biomass technology (long established Brazilian company) in 2021 technology looks advanced compared to the basic plant oil presses out there currently

http://www.brixbrasil.com.br

Happy too Agri with this and a deal in principle signed good news

Got a funny feeling the 42 mill buy a few weeks ago that let the price rise to 1.30 was a MM taking a large punt and is just letting them go at 30-40% profit put money on the MM hasn't even looked at the presentation IMO

I believe it was 28th July around 2pm when the 42 mill buy went through volume since around 60 mill can't be many left if this is the case

3.25 mill holding now just wondering what else to sell to go in really heavy hopefully some more today

Just got 501481@1.519 probably come through later as delayed can't believe this hasn't shot up yet so lucky at this price

Q&A yesterday "we'll be breakeven exponentially quicker than we anticipated"

Bullish hammer

Straight back to buy signal from British bulls (not that they listened to the incredible webinars these last 2 days

https://www.britishbulls.com/SignalPage.aspx?lang=EN&Ticker=MIRI.L

8k from yesterday

https://www.sec.gov/Archives/edgar/data/1850502/000114036123041146/brhc20057941_defa14a.htm

On August 18, 2023, Enphys Acquisition Corp. (the “Company”) signed a non-binding letter of intent for a business combination with a leading and well-established advanced biofuels company in Latin America (the “Target”). However, no assurances can be made that the Company and the Target will successfully negotiate and enter into a definitive agreement regarding a business combination. Any transaction would be subject to board and equityholder approval of both the Company and the Target, regulatory approvals and other customary closing conditions

1 has just had 10 mill from BP and access to BP's ip on biofuels and IX owns 36% of

2 looks like a major Latin America advanced biofuels (and they've got serious agri feedstock there) that going to reversed into a nasdaq listed spac that IX own 30 % of

WOW

Going to dig out what's been filed at the sec in US

Enphys has also signed a non-binding letter of intent for a business combination with a leading and well-established advanced biofuels company in Latin America (the 'Target').

Https://www.linkedin.com/posts/gridcog_nem-fcas-investment-activity-7091624073792782336-181S?utm_source=share&utm_medium=member_android

Nah Hall the 2 600k ones I did today and Tuesday came through about 2 hours after executed probably the same with the others over the past few days understandable with the brilliant presentations

You need to read the past t 2 days webinar commentary gohigh and DYOR be quick though