Member Info for 2phevs

Sorry LOTM been busy as you know I'm going to have a look now thought I'd wait until mid Feb just before the event I'm not going to post it here until you've got you next 5 mill done

Forgot them 2 six figure 1st ever measurement campaigns with Walmart last year as well LOTM

Tell you what LOTM once this starts getting out major brands like P&G and General Motors using Mirriad for unique measurable full funnel Virtual Product Placement campaigns that tell the brands purchasing activities of consumers that saw the placements 48hrs after they watched it on major global streamers like Warner Bros. Discovery MAX then BOOM

Yeah must of been LOTM did you see the second picture with MTH on stage at General Motors

Thought I'd go back over MTH posts LOTM see what I may of missed with GM then boom found this from 3 months ago when she went to a GM event in Detroit with Shenan Reed General Motors Global Chief marketing officer and other senior executives so really fits in with the announcement at The Future of TV Advertising Global London a few weeks ago of Warner Bros. Discovery doing a Virtual Product Placement campaign with General Motors LOTM

Here's MTH'S post

https://www.linkedin.com/posts/mthernandez_spending-time-in-detroit-this-summer-and-ugcPost-7243791816934723584-UkWG?utm_source=share&utm_medium=member_android

Well Avocet 95% of the ii's have a higher average than that the 2 biggest ones who took part in the last placing have a 4p average

This article is what I was explaining earlier Merciaman how the market is rapidly changing

https://www.linkedin.com/posts/colinonlinkedin_ces-livecommerce-brandentertainment-activity-7283872245821648896-oomd?utm_source=share&utm_medium=member_android

I thought they'd bean overhang after 2x 5 mill sells 1 late yesterday and 1 this morning must of been 3% margin tax mitigation transaction

Hopefully Bentley could takes us over 5% voting wise LOTM when you get your other 5 mill

Jonathan Milner circa 5% most recent at 1.25p co founder of ABcam plc net worth circa £150 mill

some high net worth clients under the nominee accounts of Rathbones circa 16%

M&G circa 10% I believe high net worth nominee accounts again

Columbia Threadneedle St circa 5% one of the employees there I ve communicated with could talk as he also owns shares

Ip group circa 4% original cornerstone investors a few directors there own shares

Me and LOTM around 3%

That's best I up to date know flightman

Forgot to mention Mirriad just signed a partnership with Bill Gates owned BENlabs an actual product placement company based in LA with other offices around the world I believe both have taken this strategic alliance to help each others cause so BENlabs will help smooth over clearance on the ground and Mirriad will help scale product placement globally probably allowing BENlabs not to have expensive people running around different studios around the globe buts that's my own thesis jam69p

Sorry dyor jam69p

BTW a 2 yr old competitor of Mirriad who only do inserts in social media Rembrand just raised circa £20 million series A funding (15-20% share of company) to help the get into the streaming US market where Mirriad is already 45% there and hopefully 85% very soon

Very fair summary Merciaman if I may add on a more forward looking scenario

Recent huge films and shows have had some serious brand integrations they are now paying large chunks of the production costs so the writers showrunners actors directors studios are very much on board with product placement now slowly but surely negating past clearance issues

Mirriad totally focused on China between 2019 2022 eventually totally shutting it down in 2023 they got upto 22,000 inserts in the peak year which is more than 10x what they did in 2023 1.8 mill rev so they have the knowledge to do it they pulled out of China for government intervention issues

Mirriad have many historical relationships with global brands who are ready to go global with the global streamers on VPP for automated switching of their brands local names and different packaging in local geographies

Mirriad have increased their US focused availability to content from the Majors US content providers from 9% in 2023 to 45% now with another 2 US Majors under negotiation which would take them to 85%....content and allocated ad budgets from these providers can take 18 months to work through the system

There is a lot of publicly available info out there about the above so door jam69p GL

Couple of new connections on MTH CES2025 post LOTM Technician NBCU (hopefully negotiation done and now integrating) and a major brand not seen direct with MTH before snr manager Anheuser-Busch let me know if you want a link to their profiles

New incoming chair of the IAB is non other than one of the main guests at Mirriads inaugural Inclusion dinner at last years Cannes and the company that she is the Chief Global Marketing Officer of General Motors who have very recently started doing VPP Via Warner Bros. Discovery stars are lining up nicely Shenan Reed is speaking at the IAB meeting 26th January as the new Chair of the IAB (the body that makes the rules for the Ad industry

https://www.iab.com/events/annual-leadership-meeting-2025/#agenda

She's speaking at 4.15pm LOTM

Very strange trading LOTM it looked like a leak came out at 9.30am the buyer filled it's requirement then pulled away

Perhaps a predator playing with its prey let's see LOTM

Yep Eric Austin at P&G a big fan of Mirriad will of sent the request "can you swap this Tide for Ariel in Europe please" to Mirriad LOTM

Film releases Feb 14th I've sent the clip to MTH as well as a high level job Netflix posted yesterday regarding Hispanic and Black targeting first time I've seen them approach multicultural marketing it could be because global brands are requesting demographic targeting like Mirriad do LOTM

Basically LOTM the Hulk and Captain America slam into each other creating a type of mini avalanche of dust with covers 4 people at a bus stop one of the people wipes the digital (classic Mirriad) banner (obviously you can see it's vfx) showing P&G Tide then the next shot shows them all cleaned up with a totally clean Tide banner in the same bus stop

The poster raves how good the branded banner fits into the Storyline seamlessly imo it's a fantastic example of Mirriads potential storytelling capabilities LOTM

Yep up over 50% in less than 1 hour on just £20k worth of buys LOTM just shows what's going to happen on actual news MM'S obviously have no stock to call on