Member Info for LOTM-13

Hi 2phevs :)

Another good find :)

There is certainly a lot going on in the VPP space the question is how much of it involves Mirriad & how much of it has absolutely nothing to do with us!

And I guess until they come out & announce something we just won't know !

They need to get Stephan doing an interview with someone to talk about it publicly, but I guess that will need to wait until after Xmas, given how important this month is from the revenue side of things.

LOTM

Hi 2phevs,

Some interesting finds of yours! :)

Nothing really to report .... Stephan's has only liked one other thing in the past week & that was to do with the far east.

What I have noticed though is the increase in the number of people following him! its rising faster than MTH's!

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Not sure what's been going on with the shares though!

If someone or a group of people were doing a pump & dump you'd expect them to make sure they had built up a holding quietly in advance & then start buying aggressively to get noticed & have people posting on the BB's etc & yet that didn't happen with MIRI this week so not sure what's going on, unless they were trying to shake stock loose to try & get a decent starting position ahead of the proper P&D attempt.

LOTM

Hmm I wonder when he made all those purchases? (timewise during yesterday given the purchase price was never below 0.13p on the 4th) I guess from 1:45pm onwards

Since none of them occurred through the LSE & must have taken place through other platforms!

To be honest I was expecting to see other holding announcements given the amount of shares that changed hands on the 3rd. I guess they have until Monday to reveal themselves!

LOTM

Hi Investdonk

Only 1 director showed up for the AGM that's scandalous.

The shareholders present should have insisted on all there questions being answered before any votes took place & if the Director present couldn't answer them, then they should have put forward a proposal suspending the meeting to another date.

The director present would have tried to stop that happening, but if it was proposed & 2nded then it would go to a show of hands of those present & the shareholders would most likely have had the numbers to win the vote !

That would have taught the board a lesson.

LOTM

Mickey1122,

ENET proved that posting wrong this morning!

You know its factually incorrect yet you chose to re-post it!

Pretty poor form that mickey1122 to be honest,

I'll just re-post my response so that everyone knows the true facts

I'm sorry NanoCapInvestor,

But your post is misleading, ENET is not fully funded, you have missed out the TSP which is still ongoing.

https://www.lse.co.uk/rns/ENET/approval-of-settlement-proposal-by-creditors-hpyolab79108k4o.html

There were 2 payments still to be made (2x$400K) one was probably made in Oct 2024 with the other likely due the end of January 2025.

You then have to factor in the working capital requirements of the company since the end of June 2024 (plus the cost of the upcoming EGM).

You also forgot to mention to anyone reading your post that ENET entered into a highly dilutive "Structured Deed" with NTC, who will, once the number of shares allowed to be in issue is increased at that meeting, exercise there warrants & get issued another 170M shares at 0.1p each taking the total number of shares in issue to 1.073 Billion.

The company will also need working capital for the 1st half of 2025.

LOTM

Hi Laura2022 & Troajan,

Someone was posting about it multiple times on the ENET BB earlier & other BB's like MIRI & then must have got all there posts removed!

Seems to have done the trick in getting people to look at it / buy it! ( not me just watching)

LOTM

Hi Latino,

Well its better than where it was yesterday morning that's for sure.

Will wait to see what happens in the afternoon as there normally tends to be more activity then than in the mornings.

LOTM

Mafs,

I hope so too for all there sake's, but with the number of shares now in issue & considerable more dilution still to come, I fear it will be a very long and tortuous journey for them.

LOTM

Mafs,

The trouble is the directors seem financially clueless.

Calling an EGM (which entails a fair cost) then granting themselves more options because the share price went down !!! (thus no thought for there shareholders only themselves)

Only increasing the maximum number of shares that can be in issue to 1.6 Billion was just plain stupid, it need to go to 2 Billion or more. Now once NTC get another 170M or more, they will be left with 430M shares max that they can issue & they've got to raise $400,000 to settle the last of the TSP !

In other words its highly likely that they will need to call another EGM to extend the limit further before its time for the next AGM sheer madness.

LOTM

Mafs,

You need to take a look at the "structured deed" the directors entered into & didn't understand the financial implications of it.

They thought they were only going to be issuing NTC between 80 to 100M shares in total.

There going to end up issuing them over 500M shares & they have diluted there long suffering shareholders to smithereens.

LOTM

The other question that will need to be answered is this .....

If they needed to do the raise now, then the current cash position would appear to be worse than thought & they still need to find $400,000 for the last TSP payment at the end of January.

LOTM

So a combination of things happened yesterday & this morning .............

Mr Chowdhury 30M personally (& possibly some friends contacts etc) decided to buy-in yesterday, which set the ball rolling.

NTC clearly used that buying opportunity to dispose of at least 100M shares & possibly as many as 125M.

ENET decided to use this surprise opportunity that Mr Chowdhury presented to them, to quickly do a share placing up to the current share limit of 1 Billion shares. They'd loved to have issued more but they can't because they don't have the authority to do so until the resolutions are passed at the EGM to raise the limit to 1.6 Billion shares.

NTC I guess can exercise there structured deed warrant now for the other 170M shares that they'll get, but ENET can't issue them until after the meeting ! So they may hold off to see if the price drops below 0.1199p as they have nothing to lose by doing so.

What has still to show up yet is who bought the rest of shares yesterday ! there's between 70 & 95M still to be accounted for !

Going to be an interesting day !

LOTM

Where's NanoCapInvestor, this morning ?

After trying to tell everyone ENET was fully funded!

LOTM

Surprise Surprise someone clearly didn't actually open the links & view them otherwise they would know the discussion was on a combination of VPP & normal ad time in which to tell the story.

Hopefully anyone else reading my initial posting on Story telling will open the various links & spend the 10 mins or so required listening & taking in what was said.

LOTM

Part 2 .....

Even if i'm right with the above you'll not see it in an RNS or anything like that, at best you'll get one saying Mirriad has signed a new content agreement with a USA supermajor & now has access to approximately 60% of the USA market.

It won't name NBCU because that's not the way they operate.

Maybe I've only got some of what's happening in the background right & other bits wrong.

Or as I said I could be completely wrong with the above & its all just a total coincidence.

Only time will tell.

LOTM

Alwaysbelieve,

I think this story is a very adept for your username!

This story is based on a number of facts & me joining the dots between them (& yes I could have it completely wrong)

Albert Thompson works for Walton Isaacson one of the biggest USA ad agencies with significant clients, he has collaborated with MTH (Maria Teresa Hernandez) several times in the past especially regarding Lexus (one of the biggest USA Brands by $ spent & is part of Toyota) who have previously been one of the top 3 VPP spenders with Mirriad.

A few weeks ago 2phevs happened to find a piece of an interview Albert & MTH did a month ago on Linkedin. I happened to find another 2 pieces of that same interview that were drip feed out a few days apart. 2phevs found another short piece that was only released last week.

https://www.linkedin.com/posts/albertthompson_storytelling-adblocks-mirriad-activity-7259629355331391491-rOCb

https://www.youtube.com/watch?v=Jaidmm4iJJs&list=PLSjV9QzS4nnnGtQD8opMDtOlSOfKQL4BN&index=24

https://www.youtube.com/watch?v=OofmRH9JIUg&list=PLSjV9QzS4nnnGtQD8opMDtOlSOfKQL4BN&index=25

https://www.linkedin.com/posts/albertthompson_blackfriday-cybermonday-networks-activity-7268307828098924544-WqWB?utm_source=share&utm_medium=member_android

I have written & asked Mirriad to release the whole interview as I think it would be very informative for shareholders to see & listen to. Sadly no joy thus far in that regard.

Albert is a real believer in VPP & has been for some time now.

The interview starts out the with title "Storytelling"

Today I found this on Linkedin https://www.linkedin.com/posts/albertthompson_storytelling-opendoors-activity-7269772412718571520-hA4z

Its a very short piece of Albert sitting down doing an interview with someone high up in NBCUniversal entitled "Storytelling".

Is that a co-incidence or is there much more to ? very hard to tell without hearing a lot more of both interviews.

What I can say is that Mirriad & NBCU have been in talks for a long time now ( see Allenby Capital research report which names NBCU directly the company has never said its name).

Now go the the recent Webinar & Stephan talks about meeting someone the following week (content provider wise).

My reading of the dots is that Albert was there with NBCU on behalf of one or more of Walton Isaacson clients to discuss storytelling & what they want to achieve in 9 to 12 months from now. They want NBCU to be VPP capable ahead of Upfronts 25 negotiations (knowing how slowly they move). That means having end to end programmatic in place, the sales team trained on it & not only that they want to ensure content clearance is dealt with ahead of then to so that things can go smoothly, if NBCU can't achieve that then they are likely to get a much smaller share of ad revenue from Walton Isaacson clients as that's the route they want to go.

to be continued lack of space

LOTM

Mickey1122,

We agree on something!

There sure is more to be revealed in the coming 3 days.

By the sounds of it there will be a lot of "new" people looking at ENET tomorrow which will be a godsend for NTC as that will distribute there shares far wider & quicker than they could ever have imagined 2 days ago. Boosted there profits.

Instead of being in a state of despair at how they were going to get rid of all those shares and at what price, they will be smiling from ear to ear.

The good news for the long suffering shareholders is that this will speed up the whole process & get the NTC overhang out of the way pretty quickly.

It doesn't bring new contracts or any new business which is what ENET really needs right now.

Tomorrow should be an interesting watch ...........

LOTM

I'm sorry NanoCapInvestor,

But your post is misleading, ENET is not fully funded, you have missed out the TSP which is still ongoing.

https://www.lse.co.uk/rns/ENET/approval-of-settlement-proposal-by-creditors-hpyolab79108k4o.html

There were 2 payments still to be made (2x$400K) one was probably made in Oct 2024 with the other likely due the end of January 2025.

You then have to factor in the working capital requirements of the company since the end of June 2024 (plus the cost of the upcoming EGM).

You also forgot to mention to anyone reading your post that ENET entered into a highly dilutive "Structured Deed" with NTC, who will, once the number of shares allowed to be in issue is increased at that meeting, exercise there warrants & get issued another 170M shares at 0.1p each taking the total number of shares in issue to 1.073 Billion.

The company will also need working capital for the 1st half of 2025.

LOTM

Hi Alwaysbelieve,

I might have been better saying I'm the one who had the Geologist friend who's been involved in Helium for over 20 years. Sadly I've not heard from them in like 8 or 9 months now. I've left voice messages & send emails to them but sadly no reply. I do hope there ok because I know they had health issues.

So what brought you to Mirriad ?

LOTM

Hi Alwaysbelieve,

I don't use LinkedIn but the company seems to & 2phevs likes to see who is connect to whom & for what reason. He's been banned from the CEO's account & I post things from the CEO's account so that he can research them in the way he likes to do.

We have found bits of info that have come out on Linkedin or USA news releases before the company has actually mentioned it to investors !

Now you could say its classed as non price sensitive, which is true, but not everything in that classification turns out that way & knowing it could affect the share price because it might infer something else or point to something else being about to happen because of it.

I see Mirriad as a life changing opportunity, virtually everyone else doesn't.

As for HE1 it would have been near the end of your neil777 time there, they weren't big arguments compared to others I had, just me trying to rain in some of your posts to be more factual!

LOTM