Member Info for LOTM-13

Hi 2phevs, I think people are missing the significance of yesterday's news ......

Here's the title from the article https://www.globenewswire.com/news-release/2024/12/09/2993743/0/en/The-Power-in-Partnerships-LatiNation-Media-and-The-Shade-Room-Unite-for-Custom-Content-Creation-with-Mirriad-Powering-Sales-and-Virtual-Product-Placement-Opportunities-Leading-into.html

"The Power in Partnerships: LatiNation Media and The Shade Room Unite for Custom Content Creation, with Mirriad Powering Sales and Virtual Product Placement Opportunities Leading into 2025

The Diverse Media Alliance (TDMA) Member Companies join to bring Intersectional Content to 18+ New Generation Audiences, Leaning into Black and Latino Identities"

Now 2 things really stick out in the headline .....

1) "Mirriad Powering Sales and Virtual Product Placement Opportunities Leading into 2025" Mirriad simply can't do that without end to end Programmatic working because it moved away from Manual operations.

2) "The Diverse Media Alliance (TDMA) Member Companies" so there must be a formal agreement in place between all 6 companies & Mirriad

Watch this space time. Well done MTH

LOTM

AimInvesting & Latino,

NTC could well have sold out completely, or they may still have a few shares left on the books but they are currently under 3% of the company that's for sure.

However they still have £210,000 in the Structured Deed & will get at least 170M more shares when they convert it at 0.1p or possibly lower.

At the moment & until 23rd Dec, there is no point them exercising there warrants because ENET is not able to issue them 170M share or possibly more until the share capital has been increased from 1 Billion to this stupid 1.6 Billion figure them came up with (should have been 2 Billion plus).

They only have until mid Jan to exercise there rights, if they don't then I'm not entirely sure what happens ie do they just convert or are they meant to be repaid the outstanding amount ?

ENET also has the TSP to settle in January as well $400,000 & doesn't have the money to pay that, so will be forced into another placing inside the next 6 weeks or so & they will only be able to issue 470M shares or less when doing so ! They also need working capital .....

But carry on doing your thing with it.

The big surprise is no new holding announcements thus far!

LOTM

Hi 2phevs,

Stephan has only done 2 likes in what 2 weeks now, I don't know if he's commented on other posts or not my access to his details doesn't show that.

However he is gaining a few followers even with such limited activity, 3 over the weekend & 3 yesterday, far more than MTH has gained & at the same time the official Mirriad Linkedin account is like -5 followers in the last few days.

The fact everything is quiet is probably a good sign :) means things are going on in the background.

LOTM

Hi Troajan,

Oh so you didn't even trade it a week or so ago! I thought you had.

hmm all I'd say to you on HEX is be very careful, because a geologist (well he's much more than that industry wise, but I call him a Geo as that was his speciality) was offered that Helium project for nothing & turned it down, didn't like it at all. Now I can't tell you if it was all or just part of what Hex acquired, but either way he wouldn't go near it.

I know your just trading it but you might want to bear that in mind.

LOTM

Hi Troajan,

I don't think either of us has been near the market.

Maybe someone has thought through yesterday's news & said to themselves, would these 2 companies (entrepreneurs) really commit to doing content production with VPP if they didn't truly believe Mirriad was going to be around for all of 2025 & beyond ?

Because if you didn't its a heck of a risk to be taking, when you could have done some PP but didn't because you believed in MTH, the Diverse Media Alliance & the Diverse Marketplace! (you can't do PP after the content is created remember).

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

I meant to ask Troajan did you sell out after the last rise or have you still got Mirriad shares currently ? & with the trading strategy you use do you have a sort of set trading margin your looking for or just go with the flow in that regard?

LOTM

Https://www.manilatimes.net/2024/12/09/tmt-newswire/globenewswire/the-power-in-partnerships-latination-media-and-the-shade-room-unite-for-custom-content-creation-with-mirriad-powering-sales-and-virtual-product-placement-opportunities-leading-into-2025/2018525

LOTM

JustHereForHemo,

You've made a lot of statements today.

Including this one ....

"Those of us who have spoken to the company are satisfied the plans ahead are sound and do not include Peterhouse specials. Prevail are happy the company can secure what they need, MD Anderson are happy to proceed. So 100% I get that alot of people here dont trust Vlad, that fine, wait and see what happens. But on the other hand I feel obliged to call out the traders who are trying to state as a fact that a discount Peterhouse special is coming when to the very best of my knowledge that is categorically false."

Now I would consider some of the above comment from yourself (& other posts today) to put you in a very difficult position.

I would say that if the above is true then your are in receipt (intentional or unintentionally it doesn't matter) of market sensitive information & should not be commenting (giving your view) on the share price & the trading of other people. Indeed I hope you've recused yourself from trading HEMO shares in anyway since you had that conversation otherwise you could be in trouble with the authorities until the information you have is in the public domain.

If its all just made up then that will come to light in due course.

You really need to take a step back & think before saying any more.

Why didn't you go to the GM today ? If HEMO is so important to you, then you should have been there in person & had your questions answered in public (shared with anyone else in attendance) & thus be free of having anything information that could be thought of as price sensitive or insider information. That was a mistake on your behalf.

Hopefully you get out of the straightjacket you now find yourself in, in due course.

& yes I've been there & got the teashirt on that one several times in the past.

LOTM

Hi 2phevs,

The pieces of MTH's Diverse Media Alliance starting to come together & a picture is starting to emerge.

So they are targeting newfronts25, which means having all of the pieces of the Diverse Marketplace in place before then (1st week of May 2025).

You either believe in MTH or you don't.

LOTM

I think some people are jumping to conclusions a little prematurely here .....

Over 1 Billion shares changed hands on the LSE over just 4 days last week now allowing for seller to MM to buyer that's over 500M of the 900M currently in issue.

Yes I know some of the shares will have changed hands multiple times during those 4 days, so the change in the share register will be a lot lower than that but it will still be a significant amount, especially when you factor in all the shares that changed hands via other exchanges as well (note the CEO's trades went through another exchange).

There are a lot names still to be revealed from what went on last week & then there is the buy or buyers of those placing shares to account for as well.

What is Mr Chowdhury's plan of action ?

Was he a buyer in the placing? is he happy to sit with 3% ? or does he intend to buy more ? if so how many more ? is he going to defend that 0.1199p mark again to stop NTC getting an even larger chunk of shares?

All unanswered questions,

Then you need to ask the same of the other's who were willingly paying a much higher price just last week, are they prepared to put there hand in there pocket for the up coming fund raiser that everyone knows is just around the corner or not ?

Personally I'm just fascinated to see how it all plays out in the coming days!

I have to say I was a little surprised by the lack of new holding announcements today, but maybe they will come tomorrow!

We're kind of back to where we were last Monday, where the share price closed just above the dreaded 0.1199p average

LOTM

I thought this was an interesting read ...........

https://blog.hubspot.com/ai/ai-product-placements

LOTM

Hi 2phevs,

Things seem to be very quiet indeed, Stephan & MTH have gained a few more followers without there really being a reason behind & the only thing Stephan has liked recently is this https://www.linkedin.com/posts/johnnitti_great-discussion-and-insight-on-ai-adoption-activity-7269762002900672512-iGQ-

Which is interesting given what I said previously about Verizon being on 3 of the boxes that Mirriad seem to need to connect together to get end to end Programmatic working !

As I said at the time when I wrote to the company highlighting this fact (even although we were told to ignore the names in the boxes) Verizon might not be the best fit, but maybe its the quickest & easiest way to get it working 1st of all (end to end Programmatic) & then you can always add alternative routes later that are a better fit.

Because the business model is compromised without end to end Programmatic that's for sure.

LOTM

No problem fingerintheair,

Yes anything could happen, but it wasn't exactly a good trading update was it ?

Secondly be very careful of the massive dilution that is occurring here, you could be at 1.6 Billion shares in issue by mid January & the company still not in a great working capital position.

Dilution kills when it comes to any upside developments, to many people just throw out a figure of, oh the share price will go to X, without actually thinking hmm X equals a market cap of £ Y & is that a realistic valuation or not & in the vast majority of cases its not, it needs to be a lot lower to account for the massive number of shares now in issue. Remember not long ago there were just 300M shares in issue, its about to be 5 times that amount with little progress made Businesswise.

LOTM

Hi fingerintheair,

hmm so you think Mahfuz Choudhury is no fool.

I haven't followed the guy or looked at his other investments other than knowing he's got over 3% of ORCP, so can't comment in that regard.

The timing of his purchase (now 3% stake following the placement unless of course he participated in it) I found really strange indeed. In many ways like someone who hadn't really done much research on the company !

If you wanted to buy a stake in the company that wasn't really the time to do it. Everyone knew NTC were seller's, there was an EGM coming up to increase the maximum number of shares in issue to 1.6B (another ENET mistake - needed to be 2 Billion plus limit), NTC also has to exercise the rest of the structured deed by mid Jan. ENET needs to make the last TSP payment of $400,000 probably before the end of Jan & finally ENET doesn't have the cash to make the payment so needs to do a raise before then to cover it plus it needs working capital.

In other words ENET was backed in a corner & crunch time was coming. If he wanted in he could have contacted them in advance to say he wanted to participate in this next placing in early Jan & would have seen how some of the other events played out & got his stake (be it 3% or more) at what would seem to be a good price, almost certainly a lot lower than the price he's paid.

So that's where I think 85% of my view is, the other 15% is thinking this ...

He had done his research & he didn't want NTC to get any more than the 170M shares there going to get now anyway. So he was aware of all of the above & was hoping that the market would stay above the 0.1199p mark. But since it was a whisker away from breaching it on Monday (& he might have bought some that day just to keep it above it) decided that he had to act now to achieve that & started to buy from the off on Tuesday (I'm presuming along with some friends &/or contacts).

He informed the market literally as soon as he could of his holding knowing that would draw into ENET investors who were following his investments with there own cash. To further support the share price in the weeks ahead.

Now why the 3.33% initially ie 30M shares ? did he know the share placing was under way or not ?

He'd surely know NTC would sell into the volume he & his group were creating & this would hasten NTC's exit rather than have the continual stock overhang.

Did he think ENET would instantly do a share placing ?

I think we will have to wait a few more days to find out the answer to that question (although I'm more inclined to the NO side currently) & who the other buyers were on Tuesday because there were a lot of them & none have shown up yet.

I guess he's going to be pretty disappointed by the current share price compared to how he thought things might turn out, but things could change round.

LOTM

Well I guess we're really down to 9 business days left this year for them to complete end to end Programmatic !

It departments don't like to do new releases or major software changes near the end of the year, so I'm guessing if they don't have it built, tested & released by 19th December at the very latest, it will be put on hold until January 2025.

Clock sure is ticking down

LOTM

I found another tiny piece of the NBCU conversation

https://www.youtube.com/watch?v=JpqgNzI4pNA&list=PLSjV9QzS4nnnZBnxhLGt6gsOnMXJiCmJb&index=1

Its about Attention & was done 3 months ago .............. So why did Albert wait virtually 3 months to release the Storytelling section ?

https://www.linkedin.com/posts/albertthompson_storytelling-opendoors-activity-7269772412718571520-hA4z

LOTM

Positive write-up but he didn't take into account the R$ issue, 7% loss of value over 7 weeks ! on sale price.

While he did a lot of work on the Investment portfolio, he failed to see that the portfolio has only increased by what was it 20% in 17 years!

The dividend data is incorrect maximum that can be issued is $22M per quarter & therefore the maximum amount OCN would receive is around $12M per quarter (thankfully that amount was priced in $ not R$).

The tender offer stuff is just rubbish, 50% of holders taking it up ! the 2 families control over 50% for goodness sake, a Material fact never mentioned in the whole document!

A counter off isn't coming SAS have already snapped up 12% of Wilson & Sons shares in the open market on the cheap.

LOTM

Hi 2phevs, automated signatures, data security, sound more like stuff to do with that TPN Gold Shield Status qualification that they need to keep hold off.

LOTM

Alwaysbelieve (new name tom80 which I won't use)

I'm not sure you can call that a pump & dump, where were all the BB users on here to pump it & draw others in when the price rise took place ?

There weren't simple as that.

Were they here to try & keep the price up when some selling started ? No that didn't happen either.

So either it was a very amateurish attempt at a P&D or they were hoping to shake loose some stock for them to squirrel away ahead of a proper P&D attempt later.

I mean you wouldn't start to pump it until you had a good position built before hand would you ?

LOTM

Hi 2phevs,

Hmm interesting that they decided to quote Mirriad's CTO (PM) for the new product.

Clearly Mirriad must have been testing it etc.

We don't know the importance of it at this stage, only time will tell how the company is using it etc.

LOTM

Tom80,

I guess this is your new username Alwaysbelieve ?

LOTM