The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
There will be lots of resistance until it gets to at least 0.12p on the bid. It will need to churn 1 Billion shares I'd say to break free from it.
Those that took shares in the placing wanting to make a fairly quick buck & refused to sell at a loss will take there 10 to 20% profit & move on to another placing, given they've been stuck underwater on paper for a month or more.
LOTM
Well this will just have to get added to the list of questions that have still to be answered.
https://www.linkedin.com/posts/mirriad_as-leading-networks-include-mirriads-virtual-activity-7193594600161226754-xqFN
Not a single mention of Mirriad by name in any major upfronts24 presentation
LOTM
Hi 2phevs,
Sounds more like both are doing it this way, rather than one being a guninea-pig for the other channel wise. It's more like they are testing it in Colombia 1st of all, then rolling it out from there.
LOTM
Dr Cooley in his notification has bought 25M this time round (330M to 355M), whereas I thought the notification would come at 350M.
So I guess he is going to be buying more in the coming days, is his next target 375M or 400M ?
Also worth noting this is the 1st time in a while that he has been buying in the high 0.08p's his other purchases were when the price was below 0.08p
LOTM
Hi 2phevs,
I know your very enthusiastic & want to discover more, but this is not that type of meeting.
I doubt they will answer any such questions at the GM & if I do go by the time the meeting is finished, there is no way they are going to want to speak to me at all. I will be persona non grata - end of story.
Its not the same as attending an AGM where you could easily ask your questions & get lots of answers.
This meeting relates to all the financial stuff around the placing, that is the area they will find hard not to proved answers to.
LOTM
Hi 2phevs,
I'm sorry to hear of your family troubles, hopefully they ease soon for you. So take care.
I'm trying to sort out travel etc over the weekend to see how feasible it all is etc & other things as well.
If I am there I will be asking lots of questions that's for sure.
LOTM
An update for everyone.
A further email was sent to the company & no response has been forth coming at all (either by RNS or Email).
It is clear the company is going to brazen it out until the GM.
So I'm pretty sure it will be a long meeting, while all these questions are answered & enter the public domain.
I received an email late yesterday regarding another of the avenue's I was pursuing, it wasn't the answer I was hoping for. I'm not going to say any more about it for now, history will no doubt be its judge.
LOTM
Well done to those that continue to hold this.
The share price & the news releases personally are going in completely different directions. I didn't think either of the recent trading updates were particularly good & the sale price obtained for the sale of the profitable division was poor. Yet the share price is up around 175%
GLA
LOTM
Mirriad is going to Cannes
https://www.linkedin.com/posts/mirriad_canneslions-virtualproductplacement-advertising-activity-7196940204723617792-MkRj
LOTM
Stories overnight
https://www.adweek.com/convergent-tv/wbd-upfront-2024-ad-products/
"It also joined a host of other streamers in touting its advanced contextual targeting products. These ads will tailor advertiser messages to match the emotional tone of specific content moments, all while ensuring brand suitability. "
https://www.adweek.com/convergent-tv/netflix-upfront-ad-tech-platform/
https://www.adweek.com/convergent-tv/televisaunivision-measurement-music-2024-upfront/
LOTM
We'll I suppose its more work & some more cash coming in, but the company needs to be getting much bigger contracts of its own (not sub contractor work) to sustain & grow the business. £0K here & there won't do it.
Really need several £500K plus contracts so they can break-even at least with potential future royalties on top.
LOTM
A new video is incorporated within
https://info.mirriad.com/multicultural-advertising
A few brands we might not have seen before.
LOTM
Hi 2phevs,
The more & more of these types of campaigns that Mirriad can run & produce the effective uplifting results for (across more & more diverse topics) the quicker things will move forward. With this one involving PHD German (now that agency knows what the product is capable of, it will no-doubt point it out as a way of advertising to a number of its clients). It was shown on several TV shows / channels so those that already place adverts on those channels will now be made aware of this new form of advertising.
We could start to see a big uplift in usage in Germany as the year progresses. Yes We're mean to get less of a cut of revenue there but a 20% share of total ad spend by the Advertiser is still good, especially with the big players.
I wonder who else does home deliveries in German & is perhaps now re-thinking there ad spending.
LOTM
LOTM
Hi 2phevs,
Now that was an interesting read.
So Uber Eats has now trialled it at scale & I presume in German, it would be really interesting to see what sort of uplift they achieved through it. If it is as marked as they others then I guess they'll run a lot more campaign's as the year goes on etc.
The other thing I noted was Mirriad ended the article with "Mirriad currently operates in the US, Europe and India." - hmm they haven't really mentioned India & yet here it is mentioned this time round & we know they did a campaign in Japan & South Korea & yet neither got mentioned !
LOTM
The missing scene is still visible in this video (right at the very start)
https://www.mirriad.com/alcohol#section-2
LOTM