Member Info for LOTM-13

Hi 2phevs, I can't view that post currently, but no further likes from SB so far, I'll keep you posted

LOTM

2phevs from the trades list

23-Jan-25 16:12:27 0.2832 7,657,461 Sell* 0.28 0.29 21.69k

23-Jan-25 15:03:07 0.248 7,657,461 Buy* 0.22 0.25 18.99k

LOTM

Wow that big buyer earlier was just a trader !

LOTM

If you want in & its always going NT or such like use a limit order, put it slightly above the current ask & your broker should be trying to fill it for you.

It just depends on how much you want to "own" the stock.

Good luck with what you decide to do

LOTM

They will take the full 7.2M that's in one of my accounts for .2311p ! never seen that before.

LOTM

If anyone else wants added to the list please let us know

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

2phevs, 15.9M shares

Bentley43 10M shares

Buydipsellrepeat 10.5M+ shares

Flightman 15M 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

LOTM

Hi Flightman is that you up to 13M now ?

LOTM

Hi 2phevs,

I like to know which trades are buy's & which are sells, sometimes it is very hard to tell which are which, which is why I was doing that initial test, while I twiddle my thumbs waiting on the paperwork issue being resolved to get access to the £££

LOTM

Hi Bobat123,

Well there's a seller so that should be 2M available to pick up for someone. The seller got a better price than I was being quoted! I was getting quotes of 0.2255p new quote price after that sale is 0.2233p

LOTM

I don't have the cash to do dummy buy's but given the bid price I'm getting is 0.226p for 1M those trades at 0.233 / 0.234p are buys not sells.

LOTM

Hi 2phevs, yes I did :) that's why I went to see if SB had reacted to it, but so far the one I posted is as far as he's got.

Looks like there is a seller in the background as it will only let me get a quote for a 1M sell not any bigger.

LOTM

Hi Walkietalkie, joseywales & all

Yes Walkietalkie, has a cash burn issue £8M will be this year's amount with £4.8M in the bank 31st Dec, so a shortfall of £3.2M

However if you go & listen/watch the half year report webinar, the CEO on it talks about a $20-40M Upfronts deal that fell through because of clearance issues. To put it in context Mirriad needs around $70M of ad spend for $10M (£8M) of cash to eventually come into its bank account.

That contract was most likely negotiated with WBD or PM. We now know from that GM news that WBD is now getting content cleared. If a Major Multination/Brand was prepared to pay $20-40M with one Major content provider it simply doesn't make sense for them not to be doing it with other ones as well. Now it may favour one provider over others but will still spread it out.

If that deal had gone through Mirriad's share price would never have got to this sort of level in the 1st place & it would currently be I'd say 10 times where it is now & it would have had enough cash in the bank to cover all of 2025 & beyond. Remember they still expect to reach break-even on a monthly basis this year.

Only time will tell

LOTM

Hi 2phevs,

SB liked this one ....... https://www.linkedin.com/posts/charlesgoodman_what-a-way-to-start-2025-the-roku-channel-activity-7287831512941506562-hstb

LOTM

Hi All :)

Well not in the best of moods as I've been waiting on something clearing so I could buy more Mirriad (at least 5M if not 7.5M) only to find out tonight its been rejected due to some paperwork error (it was meant to happen Monday) so I'm locked out of getting any more Mirriad until its resolved & there are at least 2 other parties involved in this paperwork issue :(

Walkietalkie to answer your question, someone mentioned Mirriad on X last week & I think that might have got a few new buyers in. Yesterday while waiting - I tried a couple of dummy sell trades it would only let me sell 200,000 max ! so I thought the price was going to drop & I was happy with the thought of getting more for my money. Then someone bought £10K's worth 4.8M+ at way over the odds (should have got 5.2M+ if they'd split the trade up) as if they wanted in ASAP & weren't bothered by the price!

Today it kicks of again - one of the poster's 2phevs thinks its Latino money coming in, due to a connection between someone at Davos & one of the main Mirriad employees on linkedin !

Everyday now VPP seems to be getting mentioned more & more, there are also like 5 things we know about that haven't been RNS'd!

I'd point you to this

View this video from 4 mins 40 sec to 6 mins 30

https://www.youtube.com/watch?v=OPKTQZmxl0Q

So in summary

Katie Coteman, Warner Bros. Discovery, UK & Ireland said at the end of her initial bit

I think for us the the whole piece around um new formats is that combination of how do we ensure that we can keep making money but in a way that is um as relevant or as you know as unintrusive as possible for the consumer

especially in an esod streaming world where people are paying um and so I think you need to make sure we talk

about this a lot that our our ad experience is as premium as our content is and so that is the whole kind of ethos behind kind of why we're trying to do develop new formats especially because we have obviously super premium outside of the UK where we have Max we have really super premium scripted and films and it's kind of like what's appropriate in that environment also very very relevant for us um at the moment is is Sport because we have TNT we have you know for the Olympics as an example with Euros sport we had 54 feeds on Discovery plus how do we make sure that we are monetizing those whilst not really annoying our customers so yeah there's a lots of different things but um one of the things that we were talking about wasn't it the thing I just 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

------

In the last bit "across um max Discovery plus and the go products" the emphasise should have been on "GO" in capitals not lower case.

GO is a WBD & Canela Media TV

Hi 2phevs,

I've just realised I think we missed something with this .............

View this video from 4 mins 40 sec to 6 mins 30

https://www.youtube.com/watch?v=OPKTQZmxl0Q

So in summary

Katie Coteman, Warner Bros. Discovery, UK & Ireland said at the end of her initial bit

I think for us the the whole piece around um new formats is that combination of how do we ensure that we can keep making money but in a way that is um as relevant or as you know as unintrusive as possible for the consumer

especially in an esod streaming world where people are paying um and so I think you need to make sure we talk

about this a lot that our our ad experience is as premium as our content is and so that is the whole kind of ethos behind kind of why we're trying to do develop new formats especially because we have obviously super premium outside of the UK where we have Max we have really super premium scripted and films and it's kind of like what's appropriate in that environment also very very relevant for us um at the moment is is Sport because we have TNT we have you know for the Olympics as an example with Euros sport we had 54 feeds on Discovery plus how do we make sure that we are monetizing those whilst not really annoying our customers so yeah there's a lots of different things but um one of the things that we were talking about wasn't it the thing I just 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

------

In the last bit "across um max Discovery plus and the go products" the emphasise should have been on "GO" in capitals not lower case.

In other words not only did WBD do

"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"

On Max Discovery Plus they also were doing it on GO TV (there collaboration) with Canela Media as well (so effectively using 2 of our partners at the same time)

LOTM

Hi 2phevs,

Yes VPP seems to be getting mentioned more & more each day.

Will be interesting to see what the rest of the week brings!

LOTM

I wonder what Zak will all be saying about Mirriad now that it has closed above the 0.21p resistance level he talked about.

LOTM

Wow looks like someone was desperate to sell right at the end of the day !

I wonder if they'll be that placing announcement in the morning & they wanted out ahead of it (or forward sold ahead of it)

Only time will tell

LOTM

Hi Warrie,

You clearly didn't read the "Due Diligence" thread otherwise you'd know there are for all intent & purposes 2 Billion shares in issue, you have the current headline number of 866M shares plus the other 1.134 Billion that are hiding in plain sight.

So you might want to do a little more research on SCGL

LOTM

Hi All,

Still nothing from GMHK, I do hope there ok.

hmm SYNT continues to go lower.

Will be interesting to see what the next update says.

In the meantime Mirriad is finally seeing some action .........

LOTM