Member Info for LOTM-13

Hi 2phevs,

I'm sorry to hear of your family troubles, hopefully they ease soon for you. So take care.

I'm trying to sort out travel etc over the weekend to see how feasible it all is etc & other things as well.

If I am there I will be asking lots of questions that's for sure.

LOTM

An update for everyone.

A further email was sent to the company & no response has been forth coming at all (either by RNS or Email).

It is clear the company is going to brazen it out until the GM.

So I'm pretty sure it will be a long meeting, while all these questions are answered & enter the public domain.

I received an email late yesterday regarding another of the avenue's I was pursuing, it wasn't the answer I was hoping for. I'm not going to say any more about it for now, history will no doubt be its judge.

LOTM

Well done to those that continue to hold this.

The share price & the news releases personally are going in completely different directions. I didn't think either of the recent trading updates were particularly good & the sale price obtained for the sale of the profitable division was poor. Yet the share price is up around 175%

GLA

LOTM

Mirriad is going to Cannes

https://www.linkedin.com/posts/mirriad_canneslions-virtualproductplacement-advertising-activity-7196940204723617792-MkRj

LOTM

Stories overnight

https://www.adweek.com/convergent-tv/wbd-upfront-2024-ad-products/

"It also joined a host of other streamers in touting its advanced contextual targeting products. These ads will tailor advertiser messages to match the emotional tone of specific content moments, all while ensuring brand suitability. "

https://www.adweek.com/convergent-tv/netflix-upfront-ad-tech-platform/

https://www.adweek.com/convergent-tv/televisaunivision-measurement-music-2024-upfront/

LOTM

We'll I suppose its more work & some more cash coming in, but the company needs to be getting much bigger contracts of its own (not sub contractor work) to sustain & grow the business. £0K here & there won't do it.

Really need several £500K plus contracts so they can break-even at least with potential future royalties on top.

LOTM

A new video is incorporated within

https://info.mirriad.com/multicultural-advertising

A few brands we might not have seen before.

LOTM

Hi 2phevs,

The more & more of these types of campaigns that Mirriad can run & produce the effective uplifting results for (across more & more diverse topics) the quicker things will move forward. With this one involving PHD German (now that agency knows what the product is capable of, it will no-doubt point it out as a way of advertising to a number of its clients). It was shown on several TV shows / channels so those that already place adverts on those channels will now be made aware of this new form of advertising.

We could start to see a big uplift in usage in Germany as the year progresses. Yes We're mean to get less of a cut of revenue there but a 20% share of total ad spend by the Advertiser is still good, especially with the big players.

I wonder who else does home deliveries in German & is perhaps now re-thinking there ad spending.

LOTM

LOTM

Hi 2phevs,

Now that was an interesting read.

So Uber Eats has now trialled it at scale & I presume in German, it would be really interesting to see what sort of uplift they achieved through it. If it is as marked as they others then I guess they'll run a lot more campaign's as the year goes on etc.

The other thing I noted was Mirriad ended the article with "Mirriad currently operates in the US, Europe and India." - hmm they haven't really mentioned India & yet here it is mentioned this time round & we know they did a campaign in Japan & South Korea & yet neither got mentioned !

LOTM

Or scroll to the bottom of the page & you'll see Mirriad Insights & you'll see the lady & gent in white outfits, if its not already been removed.

LOTM

The missing scene is still visible in this video (right at the very start)

https://www.mirriad.com/alcohol#section-2

LOTM

I'm not sure anyone has noticed this yet.

https://blog.mirriad.com/virtual-product-placement-for-alcohol-brands

They have changed this since mid-afternoon UK time, one of the scenes has been removed from it.

They also edited a 2nd LinkedIn post that was added, & now the post from yesterday has been removed also.

I wonder if the client got upset about Mirriad posting there name possibly without permission ? or if not that then what would cause you to remove both posts & alter you're blog post!

LOTM

Hi Buydipsellrepeat,

I don't think Allenby Capital speak on behalf of Mirriad here, because there are things in the document Mirriad might be very uncomfortable with. Those named, those all but named (which have no possible alternatives).

LOTM

Hi 2phevs,

Did you not have the Edison report to look at back then as it was done on the 21 Y/E numbers ?

LOTM

Hi 2phevs,

Yes I did note that this document used "near-term" which wasn't in the placing document.

"net" in this instance means there share of the ad revenue.

Sometimes with other company's they will give a figure that is gross & then you have to work out just how much of it your company will actually be receiving.

Personally that £4M figure for 2024 is underwhelming to say the least. If you can get £1.4M in the USA from less than 8% of the market for most of the year. Then with 40% of the market - you'd

1) Expect the 8% to be expanding the revenue it is generating given the positive results from the studies to £1.75M minimum possible even £2M, given there are now 7 big names listed instead of 5 on the advertising side & new areas of the ads market the product is capable of working for.

2) That the other 32% could generate at least 3 x (rather than 4x) what the 8% did last year ie 3 x £1.4M would put it at £4.2M

3) The other countries around the world that are expanding to some degree with little focus on thee for now £0.5M+

That would say the figure should really be north of £6.5M for 2024.

LOTM

Still reading it, only on page 2.

So Allenby Capital, have named names in the advertising space! (some of which have wanted to keep quiet previously) but more importantly on page 2 they are saying NBCU is the company that has been in negotiations with Mirriad for month's now as they are the only ones who can have 22% of the Content market.

LOTM

You mean this ?

https://wp-allenby-2020.s3.eu-west-2.amazonaws.com/media/2024/05/20240508-Mirriad-Advertising-plc-MIRI.L-Allenby-Capital-Update.pdf

LOTM

Hi 2phevs,

What Allenby research note ?

Have you got a link please ?

LOTM

Well that flushed the big sell trades into the public domain. Over 17M of sells at 0.092p & still they are happy to pay over the official bid to get stock on the books.

I wonder if that 0.097p buyer is still looking for more than the 37M shares they already picked-up

LOTM

Unless there is a big seller in the background I'd say about another 5M of buy's will cause the official spread to change from 0.09 - 0.095p to something else, possibly 0.092 - 0.095p or 0.092 - 0.096p

LOTM