Member Info for LOTM-13

Wow the guy's post did finally open up to me ........... looks like at least 7 students were there

Part of it was

"TF1’s influence across Europe is impressive. With a lineup of top channels covering news, drama, and sports, they aren’t just broadcasting—they’re shaping entertainment. Through Newen Studios, they control the entire journey from production to distribution, bringing hit series, films, and unique content directly to audiences 🌍.

Then there’s TF1+, now France’s largest free streaming service! With over tens of thousands of hours worth of content offering on-demand entertainment without a subscription—making quality content more accessible than ever 📺✨.

And TF1’s tech innovations? Truly exciting! Here are some examples that stood out:

- Synchro: An AI-driven recommendation tool that customises suggestions for group viewing, making it easy to find something everyone loves 🎉.

- Top Chrono: For sports fans, this AI feature delivers highlights in 5, 10, or 15 minutes so you can catch the best moments of the game on the go🏅.

- Ad Personalisation: AI-based ads tailored to each viewer, boosting engagement without intruding on the experience 🎯.

- Time Segmentation and Advanced Analytics: Tools and systems that help teams better understand and segment content, improving navigation and viewer insights, discovering trends and so much more 📊.

Getting to discuss how these tools work from a technical perspective was truly an awesome experience.

TF1 also takes advantage of the ever growing AI and tech sector through partnerships with startups and using tools; like Mirriad (naturally blending products into video content) and Beink Dream (transforming sketches into polished visuals in seconds)🎨✨."

Which makes it sound like VVP is part of the experience going forward now, a sort of standard option.

Interesting

LOTM

LovableLumax

AKA tickboo on ADVFN

This is a one-off post & I hope some of the other poster's on here will help you grasp this message, because I know you won't listen to me that's for sure & I won't correspond or debate with people who don't have integrity or keep there word. I don't block anyone period on LSE.

I know you wish & hope that Mirriad fails & goes bankrupt & I can understand why that's the case ( having read some of your older postings).

Mirriad is clearly destroying your well being & ruining your life constantly now.

So please go & seek professional help or talk to family or friends about the anguish its causing you ASAP, to help you recover from it & move on in life.

If Mirriad goes bust so be it, but what if it starts to recover ?

How are you going to cope then ? its simply going to eat away at you even more then.

Unless of course you've got some other strategy in mind for that possibility, but only you will know that.

Please try to take onboard what I've said

Take care & look after yourself, health & well being are so important.

LOTM

& just for the record I'm not in anyway trying to stop your constant negative postings, if it truly helps you get over what's happened previously & helps on the road to recovery then great, but maybe you need to be honest about your "Mirriad history" as well when warning others of the dangers......... that some posters supposedly pose.

Hi 2phevs,

Sadly the link doesn't open for me :(

Hmm sounds interesting/intriguing!

LOTM

Hi smkr,

Nope it was the March 2024 placing, that screwed up those of us who had invested ahead of it & that's what happened after it.

You'll see all the holding announcements from 25th April - 20th May for proof that he was mopping up the shares in the market, nothing to do with non settlement of placing shares.

You'll see the out come in the coming days, it won't be any better than before, even worse in fact as there are far more shares in issue now than before.

Just remember you were all warned.

LOTM

This is following the same pattern as the last large placing (which was at 0.1p)

The price held above the placing price for a couple of days then start to slowly but surely drift lower & lower until it got to under 0.08p (a 20%+ discount to the placing price) it stayed there for a while then only started to move again once Dr Cooley disclosed that he was a big buyer of the stock at that level (before he joined the board of directors).

Dr Cooley has taken up another big chunk of stock ( so as to mainly stop himself from being diluted by the large placing) the rest of the directors haven't put there hand in there pocket at all basically !

So please be careful & watch out for the same thing happen this time round, only there won't be a Dr Cooley to mop up all the excess shares in the market this time round!

LOTM

Isengard07,

I am & I am'ent surprised!

They could & should be using the non price sensitive RNS facility, if they don't think it warrants the full RNS treatment.

They didn't do anything regarding an RNS on "Measurement" which is obviously a key factor in this news, which is why part of me isn't surprised. They also won't want to reveal who the Brand/multinational is or on which content provider the campaign was run.

There may be more to come next week who knows.

They've gained a few more linked-in followers in the past couple of days! so there might be more going on than we currently know.

LOTM

I did some thinking about this overnight,

On reflection it's probably more likely that the campaign in question was one around the $500,000 mark, so that it was large enough to eliminate any potential anomalies that a small sample size might produce.

That would have given Mirriad I recon around $100K net rather than the $120K you'd have expected when you factor in the additional cost associated with iSpot's work.

Other important things to note it was a "spot campaign" so part of the market segment they talked about, I'd also say this revenue figure was included in the figures they gave for the year-end USA outcome of $1.5 - $3M just over 5 weeks ago.

From the CEO's own post I'd highlight "Today marks another pivotal moment" & "The future of advertising is here!" maybe the train is back on track & we are about to leave the station as soon as end to end Programmatic is complete.

LOTM

Actually its opened up for me this time !

https://www.linkedin.com/posts/stephan-beringer_virtualproductplacement-futureofadvertising-activity-7257768727977377792-jgWE

Stephan Beringer

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

7h

5:1 ROI

+ 50% Transaction Value

x 27 Shopping Incidence

Throughout my career, I’ve always sought to push boundaries and help build solutions that empower marketers to achieve better results.

Today marks another pivotal moment at Mirriad as we continue our mission to scale our advanced contextual video format, known as VPP—a groundbreaking solution that virtually integrates campaigns and products directly into TV and streaming content. This unlocks new opportunities for marketers to engage with audiences in a natural and compelling way, and the results speak for themselves.

I’m excited to share new iSpot data that demonstrates the enormous power of our video format. In a recent campaign with one of the largest US advertisers, a six-figure investment generated an impressive 5:1 ROI, increasing transaction value by over 50% and delivering a seven-figure return. Even more, the campaign drove a 27x increase in shopping incidence within households compared to the traditional TV spot campaign.

A heartfelt thank you to our incredible partners for driving innovation in the streaming era together with us. The future of advertising is here!

Read more here: https://lnkd.in/eiB2QzVj

Going to be an interesting morning ......

LOTM

Hi 2phevs,

hmm I can't open the link on Stephan's Linked-In page, but the article I can see is different to the other one !

With this one Stephan is in the picture standing to the side of the same data screen, all smiling & what looks like his comments in another box below the data screen & partially in front of him.

As if he's really pleased with this result & what it means!

Will be interesting to see if we get an actual RNS about this in the morning (either a Price sensitive one or the other type)

LOTM

Silverlight,

Really 902M shares at 1p would be only 3M market cap !

I think not.

If it even got 1/3 of the way to that figure NTC will have exercised the rest of the Structured Deed & got at least another 170M shares, So they'll be 1.07Billion shares in issue. So if it was 0.33p the market cap would be £3.5M at that point in time.

LOTM

DaProphet,

Currently just over 902M shares in issue, but remember NTC have £210,000 still to convert via the amended structured deed, which in time will add at least another 170M shares to that number ( so long as 0.12p is held) & possibly quite a bit more if it breaks below that number.

LOTM

Hi 2phevs :)

Glad to hear you made a good chunk of money elsewhere :)

It's never good to concentrate on just the 1 share, you need to watch several. So glad to see you spreading your wings a bit more :)

You can still have a favourite one (or several shares in that category as well).

You've obviously still been keeping an eye on Mirriad & seen a lot of things that I haven't !

Good luck with what you decide to do

LOTM

Hi 2phevs :)

Thanks for the update :)

You haven't dipped your toe back in by chance have you ?

Hi Troajan,

Yes an interesting development for sure .............

LOTM

Sorry nearly missed todays announcement as well too busy with the Mirriad news that's just come out & not been RNS'd & still might not be!

So NTC basically only had under 500,000 ENET share left when it exercised the option.

Silverlight,

We'll see in a couple of days if they had sold the holding on in advance or not!

LOTM

Hi 2phevs,

Sadly that link won't bring up the linked-in account for me to view :(

I've been checking there recruitment page & not seen any jobs advertised on it, so that's a bit of a surprise to me!

By the way the news article was announced it kind of tells you the amount Mirriad was likely to be getting from it !

A really good validation of VPP doing its job well, the question is them rolling it out to other Brands/multinationals, in the meantime & how much longer the end to end Programmatic issue is going to take to be fixed.

LOTM

LOTM

Well that campaign must have happened since the very end of July.

I guess the campaign is for around $250,000 or maybe that's being conservative. So probably around $75,000 gross to Mirriad or around $60,000 net.

I'm sure the Brand/Multinational is very pleased with the results & will likely be doing more campaigns in the next 2 moths based on that data & possibly much bigger in size.

I bought another 150,000 at 0.2404 for the record.

LOTM

Https://www.linkedin.com/posts/mirriad_adtech-virtualproductplacement-adinnovation-activity-7257768968583540740-ce1b

https://world.einnews.com/pr_news/756315878/mirriad-s-vpp-drives-50-increase-in-average-transaction-value-for-leading-us-advertiser-new-ispot-data-finds

ndustry-First Measurement of Sales & Shopping Sales Incident Data Showcases the Power of Virtual Product Placement Against TV Spots

NEW YORK, NY, UNITED STATES, October 31, 2024 /EINPresswire.com/ -- Mirriad, the leader in virtual product placement (VPP), today released groundbreaking research demonstrating the power of VPP to directly drive sales and store visits for one of the largest US advertisers. The campaign drove a 51% increase in average transaction value. These results, as revealed by iSpot data, mark the first time virtual product placement has been measured using pixel tagging methodology aligned to standard TV ad reporting in the industry.

The iSpot data highlighted the campaign's elevated ROI, growth in advertiser transactions, and strengthened connection with the advertiser’s target audience:

5:1 ROI

Credit card sales data showed that a large advertiser’s six-figure VPP campaign generated an impressive seven-figure return on investment—delivering a 5:1 ROI.

Store Visits and Sales

The innovative ad format drove significant increases in actual sales activity among core adult audiences:

27x increase in shopping incidence within households compared to the TV spot campaign*

16% increase in transactions per household

51% increase in average transaction value, which exceeds prior Kantar studies showing that VPP can boost sales by up to 35%

Stephan Beringer, CEO at Mirriad said, “This research underscores the power of virtual product placement, and the value of this net new video inventory that Mirriad creates. By diversifying video investments with our VPP ad format, advertisers will fuel significant sales growth and achieve higher returns compared to traditional formats. VPP outperforms standalone traditional ad formats dramatically, delivering a winning solution to everyone.”

“At iSpot, we’re committed to providing the most accurate and actionable measurement for today’s evolving advertising landscape. This study highlights the impressive impact of virtual product placement, proving how this innovative format can significantly elevate transactional outcomes and drive store visits,” said Tom Keaveney, EVP Business Development at iSpot.

Methodology

Household data was gathered through iSpot pixel tags the moment the brand appeared as Virtual Product Placement (VPP) in the content. A follow-up analysis tracked credit card activity over a 14-day window for these exposed households, evaluating the impact of exposure on actual sales. The study compared households exposed to VPP, the advertiser’s TV commercial, both the TVC and VPP, as well as households that were not exposed to any advertising of the brand.

LOTM

Hi Buydipsellrepeat,

I'm only reporting what's out there.

2phevs, said he had flagged up the possibility of doing so in March to the CEO who had said No to.

It wasn't discussed or mentioned at the AGM or the Interims/Webinar, then on the 1st October (just a week later) they published a Linked-In message about it, quickly followed by a Blog post on the company website!

So clearly something changed there minds very quickly to decide to go & do that.

As you know I've been looking for any signs of news about it since 1st October & nothing else has been said. There again nothings been said about normal VPP since then either!

Its a shot to nothing really if you get some $ from it then it sure helps extend the cash runway in 2025.

I guess we'll find out soon enough given any hope of $ from it stops on 6th November.

If they do get some $ & announce it next week, well who knows what it will do to the outlook.

The sudden Linked-In silence I find very strange indeed, only time will tell what's behind that!

LOTM

Sorry I completely missed yesterday afternoon's RNS & this is the first time I've looked here since then.

They have basically come to an agreement which effectively has a slight benefit to NTC.

Neither party when the original structured deed was created & implemented, foresaw the share price ever going this low. They can't have it set to 0 & the next alternative to that in the original deed was 0.1p.

So this amended agreement allows prices between 0 & 0.1p to now exist ie 0.01p, 0.02p, 0.03p .... 0.08p 0.09p (or be legally implementable).

LearningG, your example is wrong. Bill1964's example is wrong as well, but your both very close to the correct answer.

The cut-off point is just as it was before (anything between 0.12p - 0.2399p for the 5 day weighted average) will on exercise result in the new shares being issued at 0.1p.

Once you get below 0.12p for the 5 day weighted average the new part of the agreement would kick in.

Lets say the average figure is 0.119p the figure then gets rounded down to 0.11p then you have to take of the 15% discount (0.0165p) off that figure = 0.0935p which then gets rounded down to 0.09p as the conversion price. Which means NTC would get around 193M more shares instead of the current 170M effective limit (23.33M more shares than the current max number).

I'm kind of assuming (although the document doesn't say so) that the 40M share valuation to the £210,000 currently outstanding would drop from £40,000 to £36.000 (ie 0.09x40M instead of 0.1x40M)

If the 5 day average drops to 0.10xp then the conversion figure is going to be 0.10 - 15% = 0.085p which will round down to 0.08p meaning there would be 222.5M shares issued at that price (that's a 52.5M increase on the current max number)

And so on.

I hope that helps explain it to everyone now.

LOTM

I should have added that I was watching CNN last night/this morning (UK time) & there latest poll showed that roughly 5% of voters in the key battleground states have still to decide who they are going to vote for.

A number of the panellists on the show, found that figure remarkable this late in the campaign & talked about how both sides would try everything they could to get those people to vote for them.

LOTM