Member Info for LOTM-13

JustHereForHemo

To quote you earlier today at 16:45 .......

"HOWEVER its going to be US investors taking shares without a discount + warrants. When the market realises this those who have sold/are sitting out/went short will feel a whole lot different. There is an OCEAN of difference between a Peterhouse special and an II investment."

Sadly you are delusional

The share price closed on the Thursday before the share consolidation was announced at 1.5p per share or £6.00 in current terms. Just before the announcement came out it was actually trading on the Friday at 1.75p or £7.00 in current terms.

So the share price is close to a 50% discount to the Friday price & is 38% below the Thursday closing price!

On 13/12/24 you were saying no discount & warrants at £4.20 so now the share price is 11% below that number your saying the exact same thing !

So which is it ?

or will you just keep posting the same thing each day ..............

LOTM

Hi 2phevs,

Yes that's the one Motion Bounty had very similar comparisons to the one's in the Shopify blog.

LOTM

The fact SB isn't around until 20/12 could mean that he's in the USA tying something up ?

So maybe not so bad in that regard :)

This is certainly an interesting development, which we will just have to wait to see how it unfolds & what sort of benefit if any Mirriad get from it :)

In the meantime it gets VPP & Mirriad's name mentioned more & more. A lot of that article was similar to the series that was written at the end of November ! I just can't remember the name of who wrote all the PP & VPP articles but they used the same comparisons!

LOTM

LOTM

Wow,

Looks like there is a lot going on in the background then!

LOTM

Morning 2phevs,

I saw MTH had made another posting (although I can't see it or read it) !

I guess from what your saying she was at another function either on Friday or Saturday & has posted some pictures etc as well as gaining a couple more followers!

I'm making plans to try & increase my holding a bit more, but it will take a little time & I'll also be watching what happens in the market.

While I very much believe in MTH, I'm also very aware of the short term downside risks that are still currently in play, if they were to miss that bottom £1M revenue number (yes they could also do £1.5M £1.8M £2.0m or more on the upside) & not having end to end Programmatic delivered by the end of the year.

It makes quite a difference to the number of shares you get for the £ especially down at this level.

LOTM

Great find 2phevs :)

So that's 3 of the 6 TDMA partners all geared up for VPP in 2025. I wonder what plans the other 3 are working on !

In MTH I believe :)

LOTM

Hi Bill1964,

I 'm sorry, I believe I have read the documents relating to the terms of the conversion correctly & applied them in the right order.

We will duly see who is right when NTC's next warrant exercise occur's.

LOTM

Hi Bill1964,

I'm the one who kept posting about 0.1199ppreviously that others now refer to ...............

You need to look at the revised terms of the structured deed.

If the volume weighted average is 0.12p then NTC get shares at 0.12p - 15% rounded down to the nearest 0.1p in this case 0.1p itself, so the £210,000 outstanding will convert into 170M shares when they exercise it. Any share price from 0.12p to 0.235p gives NTC the same outcome.

If however the volume weighted price is 0.1199p then that gets rounded down to 0.11p - 15% discount & then rounded down to the nearest 0.01p this time = 0.09p that is the price the warrants would exercise at so £210,000 less £36,000 (I'm assuming that figure also drops & £40,000 isn't the lowest it can go) = £174,000 divided by 0.09p = 193.33M shares would now go to NTC.

If the volume weight average price were 0.1099p then your looking at £178,000 divided by 0.08p = 222.5M shares going to NTC & so on.

LOTM

Nope got that wrong its 0.006p on 5.5M but that's still a loss of over £350 !

LOTM

Hi 2phevs,

Now if MTH or the TDMA or what's app group could find a way of working with Karol G ! https://www.bbc.co.uk/news/articles/ckg3dl757w6o

LOTM

Hey TrickyEFC,

Looks like the buyer of trades 31, 32 & 33 this morning, 4.75M, 600K & 150K just bailed them in trades 36 & 37 !

What's that 0.06p on 5.5M ouch!

LOTM

2phevs, you have more faith in NH than I do that's for sure, you should copy in the chairman or the Board to any ideas / suggestions so that the non executive directors are aware of it, that way it can't be avoided & they can then question the executive directors about it.

I'm pretty sure MTH & TDMA plus the what's app group are working on a lot of other things in the background & we'll hear about them in the New Year.

They'll be targeting Newfronts at the start of May with everything, just need to have end to end Programmatic in place long before then !

Hopefully a few more campaigns run not only this year but into the start of 2025 to keep some revenue flowing in & demonstrate progress on that front to!

We're just going to have to be patient !

LOTM

TrickyEFC,

Its ENET, so who knows what's going on with it!

Massive change of share ownership last week, yet no new holding announcements to account for it all !

Could be yet another P&D attempt or maybe Mr Chowdhury has decided to increase his holding further ?

LOTM

2phevs, there's nothing wrong with enthusiasm & research & making sure there doing what there meant to be & calling it out when you think there off track etc. Continue to write to the company with your thoughts & suggestions (& the ii's) your more than entitled to with your shareholding.

But the last thing either of us would want to be responsible for is for stopping something beneficial from happening or delaying it while bridges are mended (because time & money aren't really on Mirriad's side, as they have under 6 months to prove the Business plan actually works).

Triplelift certainly wasn't your fault it was publicly announced & then the CEO left, maybe it is simmering in the background who knows.

The $20 - $40M upfronts loss was a far bigger blow in my opinion that alone set us back 1 year in regards to proving scalability & repeatability :(

If they'd got that deal over the line we would be looking at a completely different picture & ball park that's for sure, but again we don't really know what the "Clearance" issue really was, was it "rights" or something else or a combination of several things ? All of which were probably outwith Mirriad's control.

End to End Programmatic we were totally misled about that's for sure & that's kind of where the focus needs to be! lets see if they actually deliver this time or not!

LOTM

Hi 2phevs :)

Well the fact they've changed there account setting's says something! (other than that your probably onto something!)

Maybe you just need to take a step back, continue your research as before but just don't post about it here unless its from the official Mirriad account etc.

They have to interact with the people they want to do business with & we don't really want to rock the boat in that respect if its going to cause issues & upset the potential partner or service provider, who didn't want mentioned until it was officially time to do so.

LOTM

Hi Troajan,

Well done with your HEX, my geo friend clearly got that one wrong, or maybe that prospect wasn't part of the deal he was initially offered!

LOTM

Morning 2phevs,

I can't get to see MM's posts either, his account is kind of like how MTH's is for me :(

Nothing else really to report MTH +2 followers, Stephan +1 follower - no new likes

LOTM

Hi 2phevs,

I'm guessing you can't access MTH's latest Linkedin posting either then ?

Nothing new on Stephan's account so far today :( I'm waiting to see if he does anything to that LG find of yours or not!

LOTM

Stephan has liked this one https://www.linkedin.com/posts/adtechgod_linear-tv-6x-ad-impressions-of-ctv-while-activity-7272145438554660864-wCSi

LOTM

Some wonderful finds there 2phevs :)

It ties in with my new thoughts ..... "what are the rest of The Diverse Media Alliance TDMA" collaborating on ?

The other 4 member won't be sitting around doing nothing, they'll be working on there own tie-ups, or working out who else they need to bring in to move things forward or expand the group.

There is also that "whats app" group that was formed as well, they'll have strategy to follow as well !

MTH has made a new Linkedin post but I can't view it so have no idea what it says but I guess its to do with yesterday's announcement, I'm sure you'll post it in due course :)

LOTM