Member Info for LOTM-13

Oh & I meant to say Yellowstone had its largest 1st night audience in its history at 16.4M viewers!

That's quite a lot of eyeballs & you'll have catch-up type viewers to add to that figure In time I guess.

LOTM

Hi 2phevs, sorry been away for a couple of hours!

Sadly the links aren't opening for me! :(

Given the time MTH made that post you could see quite a lot of activity on her post / account today.

No new activity on Stephan's account he's plus 2 followers so far for the day!

We could really do to find another couple of investors to see what we see here & invest in Mirriad for the long-term (1 -2 year+ time horizon). That would change a lot of dynamics going forward.

No response or acknowledgement from Mirriad to my emails yet! surprise surprise.

LOTM

Well here's the link that comes up on the search https://www.nicekicks.com/air-jordan-release-dates/ & then just look at all the staged release dates for various versions of it to draw in the sneaker collectors etc.

LOTM

If you think about it as well.

4 months ago what did Mirriad announce! "Measurement" (23rd July)

ispot would have been working 4 weeks ago, just waiting on it being tested at scale, then collecting all the data, then verifying it all & then finally the press release 2 weeks ago!

LOTM

Hi 2phevs,

I think you'll want to look at these 2 posts I found while looking further down the links you supplied.

Shows UAM & TAM - but was posted 4 months ago

https://www.linkedin.com/posts/chetan-sumra-a56b70108_amazon-advertising-adtech-activity-7210286366549544960-skVS

This one is only 4 weeks old! ( now think about ispot research timeline data collection, verify & release results)

https://www.linkedin.com/posts/jrawe_big-change-for-amazon-attribution-soon-activity-7252025759676997633-O9uk

Enjoy :) but it will mean a lot more to you than me!

LOTM

SamB45,

ENET need to start winning new & bigger orders, its as simple as that.

If they do that then they have a chance of turning things around & moving in the right direction, but until NTC are done with, it won't be reflected in the share price.

And hopefully that's what happens for all those long suffering shareholders, who didn't deserve this.

LOTM

No it wasn't me 2phevs,

If I had any free cash I'd be buying more, but I don't & I don't see me having any for quite some time. To increase my holding further it will have to be through successful trading in due course.

LOTM

SamB45,

They didn't understand the deal they were signing ! they thought NTC would be converting there cash into shares at 1p a share or higher, but didn't look at the possible downside consequences of it.

Apparently one of the shareholders had to act as Chairman at one point during the AGM because the chairman didn't understand the details of "the structured deed", but you'd need some of the poor long suffering shareholders who were there to confirm if that was right or not.

LOTM

Hi SamB45,

Yes it is a very sad situation indeed, especially now NTC have shown they are only in it for the short term gain & not the long haul.

Those long suffering shareholders are stuck between a rock & a hard place right now.

They know any rally will be sold into & they have to keep the average daily price of the stock above 0.1199p otherwise when NTC exercise the last of the Structured Deed it won't be 170M shares it will end up being more shares than that.

I did a post about it back when the new "structured deed terms were announced" showing the additional dilution that occurs with each 0.01p fall.

And keeping it up won't be easy given what everyone now know & the amount of stock that's already had to be absorbed by the market this year.

There are people on that board of directors that the shareholders just simply have to Sack for causing this fiasco.

LOTM

I posted about LW when you were having your sabbatical!

Because of them doing the showreels in German etc & another couple of his posts that tied in with Sandra's.

LOTM

Ah you're techie! & understand these things, I'm absolutely not.

I'm sure you noticed Triplelift are on that ANA list !

I'm more intrigued with what PM might be up to! what functionality might they be planning to add or are testing !

Could be your Magnite stuff or could it be something from left field or finally end to end programmatic ?

LOTM

The Magnite link won't let me see anything until it gets permission to install a tracking cookie on my PC !

There is no opt out option & I'm not techie enough to know where to look to delete it once it was installed, so not going down that route.

I thought the practise was illegal in Europe & you had to give an opt out option upfront to these sort of things.

Very interesting that you mention PM, looking at that account I'd say they were currently in India ( given what is being liked etc) including the post from the guy (you posted about) that left a month ago with 16 years experience, - very recently indeed given its second in the list & well after all the ispot likes!

LOTM

Ok no activity at all from Stephan (although he's gained another follower) Mirriad account is + 2 followers overnight.

MTH given the timing of her post must be on the West Coast, maybe meeting up with her whatsapp group among other things !

Nothing else to report currently other than a couple of strange things appearing in Mirriad searches like "Air Jordan" release dates for Nice Kicks! ( don't see the connection at all)

LOTM

Hi 2phevs,

You're on fire today !

Some important finds in there ! :)

The video was from ANA 2023, but never the less it shows the importance of this conference to some of the Multinationals/Brands.

Yes lots of big named speakers & lots of company's & partners of Mirriads further down the page to ! Which is exactly what you'd expect given the conferences purpose!

I really like the Drum article on TV 2.0 :)

All the signs are starting to look more & more favourable for the Mirriad solution.

Market will get a positive shock one of these days!

LOTM

I hadn't seen this from 2022

https://youtu.be/i4h_kMVoMBs

What I hadn't realised until I saw it was that its not just products (as I think of them anyway like cans, bags, billboards etc) being VPP'd but going by the C4 info, its actually overlaying actual info into the screen as well !

LOTM

Mickey1122,

NTC aren't interested in the business fundamentals, its about getting there capital back & maximising there profit. If they were interested in being a long term investor in ENET they wouldn't be selling there shares at these prices.

NTC are pacing it, because that's the way they make the biggest profit for themselves out of it.

Your not going to get buyers for that number of shares (195M) inside a week are you ? & if you did then the price you sold them at wouldn't be as great, therefore you'd have banked a much smaller profit than you could have got.

Drip feeding them into buying strength over a longer time frame should give you a bigger overall profit at the end of the day.

So if they or any one else for that matter manages to "pump" the shares like happened on Tuesday (without any actual real RNS news to back it up) then its a free gift for them, to unload shares into that buying spree & bank a very healthy profit.

The ENET directors are totally responsible for this mess, they entered into an absolutely horrific funding agreement & the poor long suffering shareholders are bearing the true cost of there actions, through horrendous dilution.

Its going to take time to re-distribute all of these NTC shares to other investors & once that's done the share price might start to recover, if the company gets some bigger contracts/orders to fill.

LOTM

Hi Latino,

Sorry I'm dyslexic, I thought I had stated it clearly enough, but obviously not.

NTC have sold & will continue to sell.

The point your slightly confused by is me saying that they may not sell all of the current 147M that they have left before exercising the rest of the Structured Deed (because of how much of ENET they would own if they did exercise it). So they might sell down to 50M shares then exercise it or they may go to 2M & exercise it at that point.

Then I was pointing out that in effect NTC right now still have a minimum of 311 M shares to dispose of ie close to 30% of the company.

LOTM

Silverlight,

Give it up, a couple of weeks ago & probably a couple of days ago, you were telling everyone that NTC were holding on to there shares this time & that's just proven to be totally false, as I said would be the case in that discussion.

Now your trying to make people think its ok for them to drip feed them when it isn't.

Your simply someone who no-one should listen to a word they write because everything is about your agenda & that's it, stuff everyone else, you don't care. Your clueless & selfish in everything you write.

You're spreading new misinformation as I write NTC are not down on there investment, they got all those 195M shares for 0.1p there in profit with everyone they've sold. That's 48M shares that they'll likely have got a 50%+ profit on (if they averaged 0.15p)

If people believed your repeated rubbish about there being only 300 odd million shares in issue then the 147.778M they still have left would be near or over 50% of the company instead of the 16.38% it says they have in this evenings announcement.

NTC have now revealed there hand, there going to be sellers & no-one is going to be a buyer of ENET shares until there is some firm good news in an RNS not another pump & dump to just enhance NTC profits, everyone with any sense will see it exactly that way.

And once NTC have sold all of this lot or reduced it to a level where they can exercise the rest of the Structured Investment Deed then that's what there going to be doing. They've at least another 170M more shares to get when they decide to exercise, which means ENET will have at least 1.072 Billion shares in issue.

So just to be clear if NTC don't intend holding on to any of there shares there still effectively another 311 M shares that the rest of the market has to absorb. That's around 30% of ENET !

Now hold your hands up & apologise to everyone & learn your lesson because you've been found out & you'll be an outcast otherwise because no-one will respond to your posts in future.

LOTM

A reply to a poster on advfn

Hi jane deer,

You also need to factor in the dividends OCN will receive in 2025.

They'll be able to declare dividends for Q1 & Q2 & quite likely Q3 & possibly Q4 depending on how long the confirmation takes. So they will get over $11 per quarter coming in that way.

Once Wilson & Sons is sold there will be no constant source of dividends to pay shareholders a dividend from ! another downside to this ill-conceived fiasco.

If shareholders hadn't been stupid enough to believe the 2 family's that this was the best thing to do in 2007. Then for the last 17 years shareholders would have received close to double the dividends that they did receive over all that time period.

Not only that, the value of the 43% of Wilson & Sons that we no longer own is worth more (even after taxes) than the investment portfolio is worth in total now & that's excluding the value of the investment portfolio as it was back in 2007.

Total value destruction all round .....

And if they had simply invested the proceeds in the index they constantly quote but never followed it with the cash, well it wouldn't be $327.9M it would be north of $800M possibly even $1 Billion in value ( if you'd done any savvy exits & re-entries more than that).

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

They need to be selling every single holding (not Private Equity ones unless they've matured) that make up less than 0.8% of the portfolio. They are immaterial & even a really good performance by an individual one will make very little difference to the value of the investment portfolio.

Findlay Park American fund our biggest holding & the only decent one they've actually uncovered in 17 years, is valued at over $10B & only holds 59 shares in it. Our so called investment fund (of funds effectively) with just $327.9M in it has well over 80 different holdings. Which is simply crazy & sums up Hanseatic & the 2 familys in a nutshell.

The proceeds from those sales should be going to a share buy-back in the meantime. OCN should be buying up every share it can below £13. That will outperform any other investment decision there likely to make by miles.

LOTM

BurrenBoy,

Is that, in - out, shake it all about, do the hoky-poky & turn about ?

LOTM