Member Info for LOTM-13

Hi Bentley43 & Buydipsellrepeat,

Sorry I was out most of the morning & have had a number of things to attend to since I came home.

Your both absolutely right with your points.

The long Mirriad refuses to give us an update including on Programmatic the more concerning it becomes, because you do start to second guess yourself as to whether Testing as progressed to an actual release of the product or were there issues with it & its having to be sorted. That is especially the case with end to end Programmatic that was meant to be live & generating revenue before 30th June 2024 & the silence is deafening.

Its the critical path of the business right now & that's why we need monthly updates, whether the board of directors like it or not.

And that leads into the issue of VPP working at scale & generating the type of revenue we're all hoping for!

Does the Business model actually work or not & they can't prove that one way or the other until end to end Programmatic is up & running as it should do, which is why Programmatic is Mirriad's critical path to success or failure & has been for some time now.

Hopefully both of you will take the time to write those emails & put more pressure on the board of directors to give us the information we want. After all it is the shareholders who pay their wages.

We need to stick together in this.

LOTM

Hi 2phevs,

Regarding the Benlabs stuff, I guess a lot of what they did last year for the brands / multinationals will only just be starting to come out in series / films etc. So unless there are specific bits where VPP could be applied & the brands / multinationals are willing to spend more on the promotion, then Mirriad won't be involved in any of those.

Things that are being worked on now & for maybe the last 6 weeks, they'll be looked at in a joint approach, especially from that "global integrations" point of view where Benlabs will simply have to do the PP during shooting with the product & Mirriad will then come along & change the product name or language to the right one for the intended audience :)

So it could be 6 to 9 months before we really get to see the true benefits of the tie-up showing up in the shows & thus bringing in much higher revenue.

LOTM

Hi Buydipsellrepeat,

Thanks for that :)

It looks like MTH did another post as well & that's gained her 5 new followers in a hurry! I wonder what the 2nd post said !

I hope your in agree regarding the need for monthly updates & have joined the campaign by sending in an email to the company regarding it ?

LOTM

Hi 2phevs,

"In case you missed it, BENlabs and Mirriad are reshaping the future of in-content advertising.

By combining on-set product placement with AI-powered virtual integrations, we’re giving brands an unmatched dual-pathway solution to connect with audiences seamlessly across streaming, TV, film, music videos, and influencer content.

Key benefits:

• More scale & flexibility for global integrations

• A seamless blend of physical & virtual placements

• Enhanced measurement & performance tracking"

In the quote I think the key point for me is "global integrations" meaning they want it rolled out everywhere.

-------------

MTH has just changed her Linkedin profile picture & posted another message I believe - but I have no idea what it say's!

LOTM

The solution would be for Mirriad to acknowledge that it was very likely behind this WBD/GM move without it actually saying so until it can officially do so, is by issuing monthly updates of key metrics to the market, on like the 5th / 6th or 7th business day of the month (the Jan 7th update was on the 4th business day).

You can add other stuff in etc if you wish with the RNS, but it should contain the following

The cash balance at the end of the previous month, (you may want to include a note of how much cash receipt there was for the month as well)

The revenue generated for that month (this could be the whole amount or you may want to show it as USA / Europe / Others )

Cleared Inventory - total Hours (including the gain from the previous month clearly stated) plus the rough number of ad opportunities within it ( you might even want to break it down into USA / Europe / Others & yes it will mean a bigger number because some can be used for more than 1 region)

As cleared content seemed to be an issue in 2024 & there seemed to be literally no growth in the number of hours available to use.

Yes the RNS will need to clearly state that these numbers are going to move up & down each month, but it will at least give investors an overall view of how much progress is or isn't being made.

If the January revenue number is low, then its going to point to that WBD/GM having taken place with a competitor rather than with Mirriad. Unlike the Volvo VPP campaign in Germany which we know was done with Mirriad & carries on into February.

Shopify - yet to be acknowledged in anyway

The last update didn't include anything on Latin Nation / TSR or the Canela Media app that is coming to.

The market requires facts, not vibes from directors, especially given how positively glowing those vibes were at the end of 2023 & early 2024 only for 3 revenue warnings to follow quickly afterwards. Mirriad lost any credibility it had due to that & its going to take a lot of time & effort to regain investors trust. And that means getting factual news out there & doing exactly what you say you'd do to try & rebuild that trust.

Investors are rightly asking if the company truly has turned the corner & the opportunity is so good then why are the directors not showing there faith in the company by buying shares in the market, to signal to the market that they (the directors) believe the company is undervalued!

Time for some of you to step-up & bring your A game to the table, the next 3 months are absolutely critical if Mirriad is finally going to be successful in its endeavours.

And just for the record I currently hold x M shares which is x % of the company & you might be seeing similar emails from like minded shareholders.

LOTM

Ok having to do it in 2 parts

To the Mirriad Board of Directors,

The trading update of 7th January 2025 contained quite a lot of positivity towards capitalising on opportunities in front of the company & generating revenue early in 2025.

Here we are 5 weeks later & not another word from the company as to the progress it has or hasn't made during that time.

Nothing regarding the critical path for the business of Programmatic & whether the Solution in testing has been warmly received or not & is now fully live or is still undergoing testing or worst still requiring changes to it ?

I am extremely concerned that the company's silence on a number of topics is damaging to both its long term shareholders & potential investors & this cannot continue. We need as much openness & transparency as is possible going forward & to that end I believe monthly updates are now required.

Let me give you an example

Katie Coteman, Warner Bros. Discovery, UK & Ireland said in a panel discussion & I quote from the transcript of it "we've just announced we've actually done one today which is uh virtual product placement in streaming for General Motors in the US we just announced that across um max Discovery plus and the Go products so it' be interesting to see that works yeah it will be very interesting okay"

View this video from 4 mins 40 sec to 6 mins 30 https://www.youtube.com/watch?v=OPKTQZmxl0Q

if you wish to verify the public domain info yourselves, this was from either the 7th or 8th January 2025.

So here's the catch 22 problem, Mirriad has not said a word publicly about it & I understand that could be to do with UniversalAds, WBD or GM & things going on in the background with some or all of them & wanting to wait until everything is signed before your able to comment publicly on it. However shareholders & others have seen this interview & therefore know VPP took place on behalf of GM in that media.

So if Mirriad isn't claiming credit for it being done using its patented technology, then has a competitor like Rembrand (who raised $23M to move into this space) or Ryff or someone else done it instead & therefore has Stephan's comments on the September 2024 webinar about having no competition in the space turned out to be completely wrong & shareholders & other investors therefore have to view the landscape completely differently right now & going forward?

The longer the silence the more the fear grows that we're not the leader but just an also ran!

[We know unofficially that WBD is a Mirriad content partner & we also know that GM has very strong connections to multiple TDMA (the diverse media alliance) partners of Mirriad's (sponsoring multiple events they hold in Detroit etc) so for this not to be done through Mirriad would be a real shock to those of us with deep knowledge of all the connections - other investors less so].

Now factually we know this is happening see https://de.linkedin.com/posts/sevenone-entertainment_%F0%9D%97%A9%F0%9D%97%B6%F0%9D%97%BF%F0%9D%98%81%F0%9D%98%82%F0%9D%97%AE%F0%9D%97%B9-%F0%9D%97%A3%F0%9D%97%B9%F0%9D%97%AE%F0%9D%97%B0%F0%9D%97%B2%F0%9D%97%BA%F0%9D%97%B2%F0%9D%97%BB-activity-7285967469247094785-m_O6

So I would also draw your attention to https://de.linkedin.com/company/sevenone-entertainment?trk=public_post_feed-actor-name & the 2 most recent posts as well

GNTM (Germany's Next Top Model) which starts on Thursday ( replacing the 3 chiefs slot I think) talks about

"In 2025 we are once again relying on strong partnerships: Intimissimi (Oniverse) is once again on board as a TV sponsor. Also included: L'Oreal and Pandora. The two brands have also booked a digital sponsorship package in addition to TV sponsorship. From these three partners, we can also look forward to creative brand integrations and placements during the season. And also bett1.de GmbH accompanies the 20th. Season as a digital sponsor."

Which sounds like move VPP is happening with it !

In the post below it from a day ago

"🚀 New record month for Joyn! 🚀

After the excellent numbers in December, the ProSiebenSat.1 superstreamer can celebrate new records in January. With 7.6 million, Joyn celebrates the highest reach in its history. For comparison: In December the number was a very good 6.2 million video users. Joyn usage is also growing rapidly. Compared to the same month last year, Watchtime increased by an outstanding 67 percent in January 2025."

Show how rapidly there Joyn service is expanding, a massive increase of eyeballs on screen's.

Which would indicate that VPP potential in German / Austria / Switzerland (at least) is growing quite rapidly.

Its part of one of my suggestions to the Board of Directors, that they show the revenue figure for the month, broken down into USA, Europe & Others or give the overall figure as well as the USA & Europe ones.

And for the record I also asked them to stress in the announcement that these figures will vary quite a lot (up & down) from month to month.

LOTM

Hi 2phevs,

I used mirriadplc@mirriad.com for the Board of Directors & for Allenby Capital I copied in j.reeve@allenbycapital.com as he is the main NOMAD guy.

LOTM

Morning All,

Over a week ago I wrote to the Board of Mirriad & its NOMAD politely requesting that from now on the provide shareholders with a monthly update on either the 5th, 6th or 7th business day of the following month.

I asked them to provide 3 key pieces of information in each of those updates,

1) The monthly cash balance from the end of the previous month.

2) Revenue generated for that month

3) The increase in the amount of cleared content that had been achieved that month as well, given that there is a correlation between the amount of cleared content & the amount of ads being placed.

As you can see, this is the 7th Business day of February & we have had no further update since the 7th of January. The Board of Directors are clearly not listening to or engaging with there shareholders.

So the favour I'm asking is for each of you 2phevs, Bentley43, Buydipsellrepeat & Flightman to write into the Mirriad Board of Directors requesting the exact same thing, as well as the size of your shareholding etc.

It would be great if anyone else lurking in the background with a Million shares or more did the same as well. I hope the ii's are reading this as well & raise the matter with the company.

However if we act together on this our combined holdings virtually match that of the 3rd largest institutional investor!

All 5 of us are in Mirriad's top 100 shareholders.

So hopefully you all agree on this & write to them then we'll wait to see there response to it before taking the issue further.

If you want me to provide a draft kind of email I'm happy to do so.

LOTM

HullFC4ever,

Well it must have been a typo then because if you look back on my previous posts I've been using 1.2225 Billion as the number since NTC got the shares.

You're one to talk about typo's given you've typed LOTM-19 twice now, not sure how you mix a 3 up with a 9 twice in a row, maybe a 3 with an 8 if you've not got your glasses on.

Just the same as I have on SCGL & TM1 to warn investors about the hidden dilution that's right in front of there eyes if they actually did some research.

Going back to middle of last year I thought ENET had possibilities until I found the structured deed & realised that was a disaster with who knows how much dilution still to come & that has been proved true.

As I said, once its paid off the other $400,000 who knows what might happen.

LOTM

Hi HullFC4ever,

I'm sorry I can't apologise to shareholders regarding the number of shares in issue because the number of shares in issue is exactly what I said it was 1.2225 Billion shares, or 1,222,500,000 if you prefer it that way. And I've posted that figure multiple times on the BB.

The company still has the ability to issue another 377,500,000 for cash etc before it reaches its current 1.6 Billion authorised limit, or 1,600,000,000 if you prefer. And I've stated that figure multiple times for people.

As I've said many times I feel very sorry for the long term shareholders here who have suffered greatly due to the BOD actions especially the disastrous "structured deed" that they entered into.

I will however apologise for getting the CEO's % shareholding wrong as it is per the 6th of Jan 3.41% & not just under 3% as I stated when trying to correct the post of one of the pumper who was claiming it was 4.1%+ & hadn't taken into account the issue of 222,500,000 shares to NTC.

The company or perhaps I should say NTC & the various groups of pumpers who have played with this share on a nearly week have done a truly remarkably job of distributing all of the shares issued under the structured deed & placings since May 2024 to others.

Personally I didn't think it was achievable but there you go they got it done & through all of these they've been able to bring in just enough cash to make the CSP's on time each quarter. They've even managed to get an extension in time to make the last $400,000 settlement.

After that who knows what they might achieve!

Sadly though the ones who will benefit the least from any upturn in the company's fortunes is the long suffering shareholders who have been diluted to hell & back by the actions of the company director's.

LOTM

LL returns & along with the usual name calling etc, show's himself to be totally ignorant of the facts!

Clearly you've never heard of the 30 day rule LL otherwise you'd know you can't do as you said & I quote

"In any case does the clown not realise the UK's tax year is early April so why the feck would someone sell now and not the last day of tax year to solidify loss and then buy them back the following day? It's embarrassing how dumb he is."

Time to eat humble pie LL & apologise to everyone yet again.

Or are you going to try & "spin" your way out of this blatant mistake.

LOTM

Hi 2phevs,

That's a super find, looks like there's value in some of those Mirriad patents after all ! :)

"Case Studies: Building Digital IP Portfolios

Several case studies showcased real-world applications of value-driven IP management:

Tencent & Mirriad’s Digital Business Models

Tencent and Mirriad showcased how intellectual property can protect innovative business models, particularly in the realm of AI-driven product placement in video content. Their collaboration highlights the strategic importance of patents in safeguarding proprietary algorithms and methods that enable seamless integration of advertisements into multimedia. This approach not only enhances revenue streams but also sets a precedent for leveraging IP to support new-age digital advertising techniques.

A standout example is Mirriad’s patent [EP2304725B1], which outlines methods for identifying insertion zones in video material. This technology allows advertisers to dynamically place branded content into pre-recorded videos by analyzing factors such as zone shape, size, and movement. Such innovations demonstrate how patents can secure competitive advantages in rapidly evolving markets like digital media.

By protecting these technologies, Tencent and Mirriad have positioned themselves as leaders in the intersection of AI and advertising. Their IP strategies illustrate how patents can serve as both defensive tools and enablers of business partnerships, fostering growth in emerging industries. This case underscores the critical role of IP in supporting scalable and sustainable digital business models.

👉 Here you can find the case study about Mirriad and Tencent: Patent Strategies for Streaming Platforms – Mirriad Technologies helps Tencent with new AI based Business Models"

That link at the end takes you to https://ipbusinessacademy.org/patent-strategies-for-streaming-platforms-mirriad-technologies-helps-tencent-with-new-ai-based-business-models which is an old article from 2020

LOTM

Another pump attempt underway!

Get at least one every week & they all fail.

DL doesn't even own 3% now never mind 4%+ there are 1.225 Billion shares in issue.

LOTM

Hi 2phevs,

Sizzle reel about 47 secs in "Now Introducing Dynamic Insertions"

I'm not sure that was on the sizzle reel the last time I viewed it.

Only 16 days to growthfronts!

LOTM

Morning All,

Can I please ask Bentley43, Buydipsellrepeat & Flightman to check in on the BB tomorrow as I might have a favour to ask of you all ! as well as 2phevs!

Thanks

Alphabetically for you ..........

2phevs, 15.9M shares

Bentley43 10M shares

Buydipsellrepeat 10.5M+ shares

Flightman 17M shares

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

Total 68.4M shares or over 6.8% of Mirriad

LOTM

Https://blog.mirriad.com/how-to-engage-new-audiences

The blog posts title is ....

Stop Interrupting and Start Engaging: How to Reach New Audiences in 2025 with Mirriad's Video Ad Format

Note the use of Video Ad Format

It also says in the post "Mirriad's platform" with platform highlighted in orange.

Further in to the article it then talks about "Mirriad's Marketplace" which we all know is its Diverse Multicultural Marketplace!

So looks like more things are starting to fall into place, just need conformation that the Programmatic Solution is now live & being rolled out.

LOTM

Hi 2phevs,

For your own research both recent along with the a like of the Mirriad post ..... which leads to a blog post by EO.

https://www.linkedin.com/posts/rogerghall_telstrabroadcastservices-virtualadvertising-activity-7293224368225026048-yMsj

https://de.linkedin.com/posts/dimitrigaertner_2025-opening-family-friends-empfang-danke-activity-7290979690360496130-udpg

LOTM

1st Mirriad LinkedIn post in over a month ...... out just over 2 hours ago !

https://www.linkedin.com/posts/mirriad_stop-interrupting-and-start-engaging-how-activity-7293673551788716033-Qs46

LOTM

Hi Buydipsellrepeat,

I'd say the next 4 months are very important indeed.

The problem is the Programmatic Solution (end to end Programmatic) which was in testing as at 7th Jan update.

We don't know if its fully live yet or is needing alterations etc, if you can answer that question then we can move on to the other questions! because its the critical path to all the rest.

The LatinNation/TSR collaboration is due to be ready for New fronts End of April, Canela Media's app is due for release in Q2 & they have "GO" in conjunction with WBD. So those are on the horizon but will be subject to where Programmatic is.

There are a lot of big names down for growthfronts, GM P&G M J&J Target to name but some & they are now meant to commit to spending X% of there ad revenue in 2025 through Diverse Media. (Diverse owned has to be over 3.5% from 1.9% previously) and Diverse owned & targeted from 1.2% to 2.5%.

So all the above names will be doing that!

I suspect MTH will have big plans in place for growthfronts in 3 weeks time.

LOTM