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That’s some interesting feedback 2Phevs, I appreciate your candour.

So, 10p will give an MCap of just under £50M, which will seem paltry against potentially $75M annual revenues from just 3 of the Big players.

No wonder SB is putting rockets after his tweets.

Me, I’m continuing to build, especially if it remains at these levels.

My exit, normally I’ll slice 50% on a double for a free run, but as I’m still building so I’ll review my plans when we get to 10p or thereabouts, I see it getting there quite quickly on the sort of news I’m anticipating.

I’ve seen these sort of stocks ( that are heavily undervalued against potentially huge revenues) move stratospherically in the past, especially when coupled with proper investor engagement in the US. Both markets lift one another and arbitrage plays its part.

My assessment is that the next 6 months is going to get very interesting.

Yes, up 60% on low volume, that will get noticed, they have a risers board too.

Out of interest 2Phevs, if you don’t mind me asking, what’s what’s your holding here? I’m guessing if you started to scale in last August you have an average above todays price.

With the potential not far away, this still seems extremely cheap.

Yes, thanks for your insight 2Phevs.

I agree, Miri was very smart to pull out of China and shift all Focus on the US, by Fay their biggest Global market & at some point the investor base over there will suddenly switch onto this.

I’m still accumulating, 3M now, I’d be happy if the SP maintains this area until April 6th as I’ll add 2024/2025 ISA allowance to my holding too, another Million plus shares.

Observing L2 though, it seems there’s not much for sale & buys are moving it up easily, like you, I think a number of investors are holding for a proper valuation here.

Good links 2Phevs.

Exciting to see the reality of this technology.

When do you think we’ll get an update that ‘programmatic’ is live, as I feel this will be the driver for scale, and thereafter a significant uplift in revenues.

I went back through my ISA trades and noted I was trading Miri at 45 & 50p back in 2018. Ok, less shares then, but the valuation was significantly higher, and the Company is so much further ahead now.

Good volume today, I wonder if we are going to get an update on US launch?

Morning 2Phevs, thanks for your insight and detective work on our partners, and potential revenue.

I too have ‘crunched some numbers’ and Mirriad could offer some potentially very lucrative returns.

We are now aware that they are at the cusp of scaling, and already in bed with the players that give access to that scale, so the remaining facts are ‘how much’ and ‘how soon’.

My view is that the numbers are going to accelerate quickly, & when the market sees them, our MCap won’t be anything like as ridiculously tiny as it currently is.

WNTS & SHOC on 2.1p.

It will be interesting to see how many are available at 1.8p.

Trade at 10.08 at 1.625p.

UT 1.68p.

1.7p will go soon then I think this will get moving, let’s see how far the market will start to look forward.

Yes, interesting points from the interview.

So what I’m seeing is that it’s clear SB feels the Company is on the cusp of a significant re-rate as Mirriads superior technologically advanced multi patented software is adopted by the US majors.

What the market is waiting for is evidence that that adoption translates into specific revenue, that can be extrapolated.

I note that from the most recent RNS SB states programmatic and adoption is within ‘touching distance’ and they now have 40% of the US advertising market.

Translated, another couple of months for an insight to revenues?

My view is that when revenues start rolling, they are going to be significant, at which point this will really start moving.

Personally, trying to time it, and whether a small raise will be required to carry the cash flow gap, is pointless so I continue to build, another 600k today.

Evening 2Phevs,

I’ve been looking back through the board history here and realise you’ve been here for a good while, and have remained very positive and continually posting good links and information.

I also note the share price hasn’t done much over the last 8 months, ( about as far as I’ve gone back at the moment) even though Tier one advertisers were starting to get signed up quite some time ago.

So what I find particularly interesting is, even after 8 months, and whatever momentum has built over that time, the market has ignored, in fact, it’s worse than that, it’s gone backwards, to a point that MCap, and cash, are in equilibrium.

So, as of today , as programmatic has become ‘automated’, Miri have grown from 8% to 40% of the US market with ‘Majors’ & ‘Super Majors’, and the likelihood of growing that further by 20% plus imminently, the MCap sits at just £7.5M.

So, expect to see a number of hefty buys next week as I continue to build, I’ve done very well in the markets, and that’s largely down to the fact I’ve a great deal of confidence in seeing a Company transform years of investment & innovation into serious revenue, in market leading technology, in the right space, at the right time.

Food for thought 2Phevs, Rathbones clearly agree with you.

I added another 1 Million today, so am building nicely, have yet to Slice my ITV holdings, so plenty more to go.

It was a fairly red day across the board today so plus 5.5% was good, looks as if there aren’t many left at 1.7p, so if our seller is out this could move up quickly.

Interesting 2Phevs.

From The interview with Proactive recently:

“The US advertising spend is bigger than Japan, China, Germany, UK, France taken together.

Take the Top 3 media Companies, NBCU, Warner Discovery & Paramount - they generate approximately $36 Bn in advertising revenue.”

Remember, once we’ve cracked the US,( which we’re well on the way to doing) it leads us into the World of programmatic advertising.

Just need an indication/confirmation from the Company revenues are building solidly.

I Like this from the January 2024 Trading update:

“ with the majority of that market (The US) now under contract, or in serious discussions, a firmer starting pipeline for revenue & multiple programmatic integrations underway to change the way inventory is sold, we are focused on delivering a SUBSTANTIAL improvement in performance in the current year.

It’s a pretty red day across the markets so this looks pretty strong to me.

They’re tasty, another 250K, someone else at it too.

Another 400K for me.

Still munching.

Morning 2Phevs, yes, good to see Rathbones continuing to build.

I’ve not reached my target yet so will continue adding, I think many are waiting to see how our cash lasts but I perceive growth is building very rapidly now, as do the biggest investors.

Yes, I’m hanging on there for a bit longer as they are undertaking a £245M share buy back, which will encourage the shorters to consider their position.

Topping up from elsewhere atm.

Another 250k for me.

Don’t believe what you read in the papers.