Member Info for LOTM-13

Hi 2phevs :)

Motionbounty seem to be doing a daily write up at the moment.

https://motionbounty.com/ai-in-product-placement-revolutionize-marketing/

This one was from 28th Nov, your was from the 29th.

There are also articles from the 26th & 27th (I don't know if there were any before then) neither mention VPP just PP.

LOTM

What message do you think it sends mickey1122 & why ?

Interested to hear your views.

LOTM

Hi mickey1122,

I was impressed yesterday that shareholders managed to keep the daily average share price above the 0.1199p mark to stop the increase in the number of shares NTC will get on the next conversion of the "structured deed"

I just happened to be watching my monitor & saw an RNS appear I honestly thought it was going to be a holding announcement by NTC, I was proved wrong.

LOTM

Looks like the "pump" is on, following a small buy of 1.86M shares by the CEO.

Does he really think that is going to move the market, get shareholders to approve a share capital increase to 1.6B shares (which isn't high enough) & then do another share placing as they run short of cash!

This will be interesting to watch as it all unfolds.

Be careful everyone

LOTM

Hi 2phevs,

Interesting stuff but I'm not sure this SF stuff involves Mirriad it says product placement, but no actual mention of Mirriad in the text or the #'s

You would need to get confirmation from Mirriad IR to see if they are involved or not.

LOTM

Hi 2phevs,

Sorry have been away doing something else, no new likes on Stephan's page as of yet, if there are I will post.

Now very confused because the link you sent me has this comment from him in it

Stephan Beringer

CEO at Mirriad | Dedicated to Transformation and Growth | Rethinking Adtech | Creativity, Media & Advertising

1w

Congrats Seth Hittman and Michael Celona! This is not a tweak but a giant leap into uncharted territory. Amazing achievement."

Yet it didn't show up on this home page, all that I see there are ones he's liked, its very rare I'd say for him to actually post a comment on a page!

LOTM

Stephan liked this one within 4 hrs of posting ............

https://www.linkedin.com/posts/rebeccadykema_gratitude-activity-7267534609263779840-nq0J

LOTM

Hi 2phevs,

Just home again, had a quick look around, nothing new to report.

I don't think there is any likely hood of anything else happening this week given its thanksgiving tomorrow & most will be off on friday (black friday) as well.

LOTM

Wow someone is dumping shares & getting out at any price.

LOTM

New blog / insight post

https://blog.mirriad.com/how-vpp-drives-holiday-sales

Linked to

https://www.linkedin.com/posts/mirriad_from-awareness-to-conversion-how-virtual-activity-7267193758243258369-z1B8

LOTM

Hi Fredelm,

You haven't really said anything different to my post, especially around the % due to buying selling etc & disclosure, maybe you want to re-read my post ?

Yes the onus is on the shareholder to make the correct disclosers to the company (& then the company RNS it) but the company & Nomad can see the transgressions as the happen. Its the FCA who should be giving the Nomad's the power to rebuke the offenders & tell them they'll be fined & reported to the FCA if they continue to ignore the rules.

LOTM

Stephan has liked this, looks more like competition to me!

https://www.linkedin.com/posts/mcelona_amazing-activity-7267138178338197505-bWUB

LOTM

Mickey1122,

I'm not entirely sure, as I got into an argument about the disclosure rules with the NOMAD at the Mirriad AGM earlier this year!

There seems to be some leeway given depending on where the institution is based & the company's own articles of association! which doesn't help answer your question at all.

I took it that those who follow the rules properly, disclose within 4 trading days every time they cross each % marker up or down above 3 or 5% ! (again that is open to interpretation as well)

As an example lets say you had 15.3% of the company & on a particular day you sold or lent stock to someone else & your holding dropped to 12.1% voting rights, then you should disclose that fact within 4 days. If the next day you increased your holding to 12.99% that would not need to be disclosed, if the day after that you bought more & your holding rose it 16.5% then that would need to be disclosed within 4 days. If you then sold enough to drop your holding to 15.8% (less than a 1% change) you would still need to report that as you crossed the 16% threshold back into the 15% one.

I hope that all makes sense.

LOTM

Hi D-Geeman,

It clearly isn't factored in otherwise long term shareholders would have known a fund raise was imminent & that the £600K a couple of weeks ago was to tide them by for a few more weeks & part of it is needed for this trial.

So how/what the rest of the business is going to survive on in the meantime is anyone's guess.

What discount was the £600K placing done at ? the shares were issued at 1p but what was the closing price the previous day ? & that was for a small amount of cash!

They have got themselves in a right old pickle & worst of all its the long term shareholders who suffer the most. The Directors still have there juicy monthly salaries to fall back on. Most long term shareholders won't have that luxury.

LOTM

Hi JustHereForHemo,

I hate to say this but your delusional.

You've not looked at the accounts or the cash-burn rate!

So let me try & help you .....

From the half year report

"During the six months ended 30 June 2024, the Group recorded a loss before taxation of £2,815,604 (2023: £4,323,564 loss), including operating costs of £2,369,455 (2023: £3,896,308)"

"The Company had cash and cash equivalents totalling £1,642,762 as of 30 June 2024."

The company raised an additional £600K less cots on 11th November.

Put the 2 sums together & you get to less than £2.25M of cash yet the company spent £2.37M in the 1st half of the year.

So please tell everyone how you believe a fund raise is not urgently needed when they also have to factor in the cost of the EGM etc, re-issue of share certificates etc.

You keep going on about No more Peterhouse Specials. Well if there not going to have any more of them, then surely they would be changing there broker to someone else ?

Because even if they do get investment from institutions Peterhouse will still be able to place some shares with there friends & HEMO will gladly take the cash on offer.

HEMO have backed themselves into a terrible corner, but sadly you just can't see that for the rose coloured glasses your wearing.

You simply failed to understand what the words consolidation do to a share price, as I posted in my 1st post on the HEMO Bb on friday just go & look at the decimation that occurred with SYNT (a FTSE 250 company at the time).

Hopefully things work out for you in the long run (2 -3 years), but its going to sadly get a lot worse before it gets better

LOTM

Hi Fredelm,

ENET would have to hold off signing these contracts for a long time, because NTC have got another £210K to convert yet.

ENET still have another TSP payment to make probably in January, the last cash raise at 0.3p only bought them some breathing room. Another fund raise is likely pretty soon & end of Dec / January 2025 are a notoriously bad time to be fund raising (along with umpteen other company's.

Hmm a 5M trade on Friday at 0.139p, one last thing yesterday at 0.138p & then another at 0.132p today!

I wonder if the one just before the close yesterday was someone hoping to spur a pump today & not seeing it materialise has bailed for a loss. Or maybe none of the trades are connected at all.

The clock is ticking down all the time for NTC, lets see what there next reported move is!

LOTM

Seems a very strange interview looking at the transcript!

No one asked why they didn't release the announcements at the same time, given they've been speaking to all these possible investors & wouldn't have just done it between 8am & noon on the day of the announcement!

They talk about 1.1p yet the closing price last Thursday 1.5p = £6 (those wanting use £4 are already cutting out 33% of the loss to help there cause)

They don't want to issue stock at 1p or below (never mind the 1.5p also mentioned) so why then did you issue 60M shares for £600K just a few weeks back ?

How is the company going to fund itself in the meantime given its about to run out of money around the end of the year & end of Dec / Jan is notoriously bad for doing fund raises at that time ?

You can drive a bus through there feeble answers.

LOTM

I tried to warn people about what would happen early afternoon on Friday & yet here we are on Monday evening with some still denying there is an issue, when there clearly is.

History tells you to "buy the rumour, sell the news",.

A positive RNS usually means a share price will rise & a negative one that it will fall.

Negative news usually affects a share price more dramatically than positive news ( because of "buy the rumour, sell the news" ) ie leaks ahead of the actual announcement.

But none of the above have the same percentage outcome as a significant share consolidation, where the share price is 99.5% of the time guaranteed to fall & fall significantly.

Yet loads of people here were calling it an over reaction & finding excuses as to why it wasn't bad news ! ( or maybe that was them trying to stop others selling while they did)

If anyone is in any doubt that a share placing is on its way ASAP just look at the half year accounts, how much was used up in 6 months, then look at the cash balance add in the recent £600K & you'll realise they have roughly enough cash to last them until the end of December not much longer!

The consolidation is being done so that they can issue shares at below what is currently 1p because no large investor out there is willing to pay that price for them.

The company has backed itself into a corner & sadly the long term shareholders as usual are the ones to suffer the most.

The raise price will not look pretty & the dilution horrific for existing shareholders.

Sad times

LOTM

Stephan liked this from one of our non executive directors

https://www.linkedin.com/posts/nicole-arbaugh-mccormack_teamsnap-impact-recognized-by-the-4th-annual-activity-7266903732741648385-gDJK

LOTM

Hi 2phevs,

Stephan has liked this one

https://www.linkedin.com/posts/benmolinari_players-era-festival-schedule-teams-tv-activity-7266813548331249664-9yo2

I can't open it :( but it looks sports orientated !

LOTM