Member Info for LOTM-13

Hi Hosko :)

They did the same back at the end of October! on the 31st they did a USA press release & after several emails to them they eventually put out an Reach RNS on 5th November.

I think yesterday's USA news release is ahead of something bigger next week! look down the list for an earlier post of mine on the topic!

LOTM

Well sadly I'm away out for most of the afternoon ! so who knows what the price will be when I get back or how many posts either!

GLA

LOTM

Hi 2phevs,

There going to be super excited to see your latest post then with last nights news in it !

Let the ripple effect start to take place! :)

LOTM

"AI advertising with such a huge US share of the market and such a small MCap ..."

Exactly that MammaC

But it is soon likely to be 80% of the USA market not just 39% & then you've got all the international markets as well.

Mirriad's solution is win win all round advertiser knows there product has been seen & in a setting they are happy with. The content provider gets a new revenue stream.

And if anyone thinks this is small scale think again. The multi Billion market cap content providers aren't signing up for VPP to earn a few million $, that's pocket change to them there looking for 10's if not hundreds of millions of ad $.

LOTM

Hi Laststanding,

Mirriad will have approximately £3.6M in the bank right now with no debt, it had just under £4.8M at the end of December 2024 & an annual cash-burn rate of £8M if you exclude all revenue.

So it currently has a cash runway to at least 7th August without any revenue coming in & obviously there is some revenue coming in!

LOTM

Richy virtually no-one knows about Mirriad in the investment community.

They've been all over other AI companies yet here's one that has spend £75M ish developing its AI marketing strategy for the last several years & been totally ignored by investors. Effectively hiding in plain sight.

LOTM

Flightman,

It is but it isn't (price sensitive) !

Which is why others looking in might be confused by why there isn't an RNS !

If the Global CPG Giant was paying the money directly to Mirriad then Mirriad would have to announce the deal & monetary value etc. But the Global CPG Giant is spending the Ad$ with a content provider & Mirriad doesn't know how much money they spent, they only find out through time via the content provider! & because the content provider agreements have already been announced previously there already covered !

Most of the new readers won't know that Mirriad has over 39% of the USA market signed up to its VPP product & is in discussions with another 2 for an additional 40% market share (potentially giving them access to 80%+ of the USA market)

LOTM

Richy I take it you meant 0.28p ?

My average is 0.62p !

So you're doing ok as it is, but the MM's are clearly short of stock.

The other week it went to 0.28 - 0.30p I think & then fell back, the only reason it didn't run much higher was1 shareholder with 40M shares sold out. So the MM's no longer have that line of supply to rely on.

The Major Shareholders here are in for the big life changing payday.

LOTM

In my view yes richy a few more days, but you never know & they have multiple things on the go, so any one of them could come out, just like that!

Personally its about getting fully positioned ahead of good news because it will be hard to get shares when people suddenly realise the company's potential !

But each to there own

LOTM

Hi richy,

I doubt you'll get an RNS or even a Reach announcement to be honest, if they were going to do it they would have done it this morning.

Personally I believe its part of the big picture that's to come next week!

MTH is at a special dinner on the 25th Feb & at Growthfronts on 26th & 27th Feb .............. read into that what you want but for me that's where my eyes are focussed.

LOTM

Well every buy at the moment is resulting in the MM's giving me a higher quote for selling 1M shares !

Trade 153 raised it to 0.242p

Trade 154 raised it to 0.2423p

Trade 155 raised it to 0.25p

So they are struggling to find stock, the issue is that there's not a lot of buyers on the scene yet!

LOTM

Hi Bullishbearish, Buydipsellrepeat, Flightman & 2phevs,

It will be interesting to see what the American's think of the news!

LOTM

Hi Buydipsellrepeat,

Yes there was a lot of sells at just over the 0.25p mark.

I guess it might have been Bentley43 but we won't know for sure until they say they've sold, or it could just have been someone else entirely!

LOTM

Hi All,

I hope everyone is well ?

Hope your all watching Mirriad ?

If you are then you'll know about the USA news release they put out last night, but haven't bothered to put out an RNS or Reach announcement !

Most likely because the main event is next week !

LOTM

Hi Bentley43, has last night's news changed your view on Mirriad?

Just for anyone new this is the list of those willing so far to have there shareholdings disclosed ............

So the current updated list Alphabetically for you ..........

2phevs, 15.9M shares

Bullishbearish 2.5M shares

Buydipsellrepeat 10.5M+ shares

Flightman 22.5M shares

LOTM-13 over 15M shares at an average cost of 0.62p per share

Total 66.4M shares or over 6.6% of Mirriad

Bentley43 10M shares

If anyone else wants to join the list please let me know don't be shy, there's absolutely nothing wrong with owning 1M shares & being on the list as 1M = 0.1% of the company roughly

LOTM

Hi 2phevs,

I wonder how big that campaign was ?

I know ispot is meant to go with anything over $500K (ie $100K net to Mirriad) but I'm kind of thinking MTH had this planned so as to have all the data she needed ahead of next week. As well as the knowledge about the boost it will give to all of Mirriads Diverse Market Place partners & TDMA going forward.

So I'm thinking it might just have been around the $250K mark, this time round.

LOTM

Hi 2phevs :)

I hope you posted the link to the news story on the Mr Rehen's page & that other one from yesterday! that should get them all talking about it! :)

LOTM

Yes Mirriad gets around 25% of the gross amount spent by an advertiser with a content provider in the USA you then have to deduct around 20 to 25% of that new figure to get the cash number.

As an example Pepsi spend $1M with WBD on VPP then Mirriad gets $250,000 of that, but you then deduct the cost of doing the VPP from that figure $50,000 - 60,000 so Mirriad see revenue/cash into the company of around $190K - $200K then convert that figure to £'s.

Or the easier & quickest way to be close is to take 20% of the original number instead of 25% & convert to £'s

LOTM

Hi 2phevs,

Well there are several things!

1st P&G will be there !

Then you have GM, M, Target & Rickett & Colman also at growthfronts for sure! & they'll be talking to P&G for sure.

But having P&G means several others are going to get drawn into VPP whether they like it or not Unilever being one J&J & Kimberly Clark they in turn getting involved will draw in others who compete with them in different parts of there large Portfolios.

MTH will be securing a large chunk of revenue for her TDMA friends as well as others who are part of the Diverse Marketplace.

P&G may well agree to spend X% of there Diverse budget on VPP which will go through the Diverse Marketplace to all of Mirriad's diverse partners!

The ripple effect will likely be enormous.

LOTM

Welcome Schlum,

Very hard to say what cash-flow is going to be like, you also have 2 other factors to take into account seasonality & the delay in revenue turning into actual cash in Mirriad's bank account ( you need to factor in a 3 month delay).

We also have no idea what the business pipeline is like. Mirriad needs £8M to break even on an annual basis now & started the year with £4.8M in the bank. So they had a cash runway to around 7th August at the start of the year. Every VPP we do extends that runway a little further, but there is the possibility that they might need to raise some more funds to see them through to break even on a month to month basis, but all of that could change very quickly.

They need around $60M of ad spend to cover there £8M annual expenditure, but that's on a sub optimal budget, the more realistic view would be $80M being breakeven going forward after that they are effectively getting £1.5M of cash in the bank per $10M of ad spend.

LOTM