Member Info for Muck165

Just what Ixian is designed to protect against

https://www.bbc.co.uk/news/articles/cx2r7grrdwzo

I’ll let others point out the various holes in your conspiracy theory SM, but to start things off, how do you think Vast will be covering costs in the meantime with no revenue and fumes as current cash?

The RTO is a last Hail Mary for AP, not because he wants to delay and obscure, but because he needs a reason to support a raise sufficient to pay off creditors and get the company he’s driven into the ground back on an even keel.

Whilst I’m at it, let’s look at the Company, and its CEO.

When David Halley, the CEO came on board in 2024, Gfinity was predominantly involved in digital media targeting the gaming community. It ran a suite of websites, and got paid via ad impressions. Additionally it owned Athlos, a company that organised and ran e-sports events, live and online. Old school stuff.

DH came in with fresh ideas. He quickly saw that site visits and consequent ad impression revenue was falling dramatically with the emergence of LLM’s, and quickly sought to clean house, reduce the cost base (including selling Athlos and taking hits to the balance sheet), and target the new way of AI. That became CIQ and subsequently Yentra. Whilst he’s worked to get those off the ground he’s maintained the business through continuing digital media revenue, close cost control, and what have really been moderate raises done via company led subscriptions, not public placings. It’s been a transition period as we target a lucrative new potential.

And in doing so, he’s made sure he’s squarely aligned with us. He never been paid and is entirely incentivised by options granted, and warrants bought, pretty much all of which are only in the money at much higher prices than current. He clearly believes in the project.

He’s certainly not perfect, as some on here will attest to. He’s been prone to a bit of fluff and hyperbole, and it’s wise to take him with a little pinch of salt. He doesn’t really do investor presentations (at least not for us), and hasn’t been great in giving RNS updates. It’s notable, however, that his social media activity and presence has markedly improved more recently.

Ultimately though, he took over the reins of a company staring into the abyss and has prudently, and with focus, redirected it. Whether that redirection now bears fruit is yet to be seen, but it’s got every chance of yielding ripe and juicy bounty.

A year ago GFIN was granted an exclusive licence to commercialise a tool called Connectediq IQ, along with an option to buy the company behind it, and so the IP. Here’s a bit about it;

Connectediq (CIQ) is a tool that helps advertisers place commercials on streaming TV (CTV) in a much smarter way. Instead of relying on cookies or broad categories like “sports” or “drama,” CIQ looks at what’s actually happening in a scene, including the emotions in it, and matches ads that fit the content. To do this, CIQ works with Iris TV, THE global specialist video data company whose technology turns shows and movies into structured information that CIQ can use for better targeting. It also partners with Magnite, one of the largest global independent marketplaces in digital advertising that delivers those ads at scale across thousands of streaming apps and publishers.

This combination matters because Connected TV (CTV) is very rapidly overtaking traditional linear TV as audiences shift toward streaming — meaning more ad budgets are following them. At the same time, cookie‑based web targeting is fading rapidly in a privacy‑first LLM world, so contextual approaches like CIQ’s are massively growing in importance as the new way to target. Agencies and brands want to place ads where people are actually paying attention, and CIQ’s scene‑aware approach offers that without invading consumer privacy.

For major ad agencies, CIQ should be very attractive because it delivers advanced, AI‑driven, scene‑level targeting that they rarely build themselves, while plugging into standards and marketplaces they already use. That lets agencies offer more relevant, measurable campaigns at scale without reinventing the wheel — and lets them leverage the reach of Magnite’s ad infrastructure and the contextual signals from Iris TV to make those campaigns more effective.

It’s the new way in advertising, a revolution if you like, and we’re at the Vanguard. Over the last year we’ve been piloting and testing, and are currently in advanced discussions with major agencies with, we think, a view to completing on first commercial contracts. That validation could open the floodgates.

Might sound rampy, and it is. But the potential here is huge, especially given our sub £2m MCAP.

And that’s just one side of the business. Check out Yentra.ai for what could be an equally lucrative opportunity as we move into an AI world.

Apologies for repeating what many on here already know!

There’s absolutely nothing you can do about anything Hugop, so little point worrying. It may all come good. We all know AP is as slippery as they come, and a master of delay, but he’s got a lot riding on this too both in terms of his own wealth, and the aggravation and questions he’ll get if it doesn’t go through.

Thanks Hugop. TBH, that in itself is suspicious - there is nothing secret or controversial about the remaining diamonds so there wouldn’t seem to be any “what we can disclose” card to hide behind. Hey ho.

True Hugop.

I'm confused, frustrated and suspicious about why no further diamonds have been sold. The beneficiation argument feels very very thin now to be honest.

Anyone comment about that at the AGM?

I have some scepticism too Napalm. I just think the upside potential dwarfs the downside risk, so its a bet worth making.

We'll be due a half year report pretty soon - its come mid March for the last 2 years.

And the encouraging this is that, at least so far, sellers aren’t biting.

Yep - sells late yesterday at 0.035. Now getting 0.042. That’s a 20% rise in the live bid on just 25m volume.

We’ve been told we’ve had pilots, and tests, and that we’ve been in advanced discussions with major agencies for months, which is getting frustrating. “Where are the contracts” and how much more “advanced” can we get, we shout.

But I think the reality is these first contracts, these first product validations, are the hardest to get. We’re a new offering, from a small company with no track record in this space and I’m sure agencies will want an increased degree of satisfaction before committing budget. Equally, as far as I can see, most agencies agree internal budgets in Q4 before deploying them quarterly thereafter, adjusting as necessary, from Q1.

The CIQ timeline from Feb last year seems pretty straightforward to me. We started with pitches, ran some pilots campaigns and then in September were allocated initial tests which, from the best I can gather, usually take between 6 weeks and 3 months to complete with the most usual outcome being that a little fine tuning, to meet the agency needs, is required. Thereafter you’re either ditched or move into commercial negotiations and legals for specific campaign contracts or to be included in a preferred supplier list.

So, that DH is still saying we’re in advanced discussions suggests, at least to me, that we passed the tests albeit likely required to do a bit of fine tuning. That’s supported by the recent sales hires, the involvement with AdCp, and the full integration into IRIS - why do all that if the product’s a dud? So I truly think we’re in the commercial negotiations stage, aligning as I think it does with when agencies typically allocate budget agreed in Q4.

The first contract is key. On balance I think everything points to us getting it, and soon. After that, contractual doors should be easier to open.

Major agency validation in a sector currently worth multi billions and growing fast is the key to unlock significant growth beyond our paltry MCAP. We could of course still fail, but for me the potential rewards here far outstrip the risk. It’s just a great risk reward play.

And all of that excludes Yentra, which itself could be massive.

Likewise a similarly long one from Natie.

The two of them are really working hard on promoting things.

https://www.linkedin.com/posts/natierau_sovereignai-enterpriseai-ai-share-7432438109235040256-PrHZ?utm_source=share&utm_medium=member_desktop&rcm=ACoAAEuI5eIBooawepY_Ubn_CKcFOzTXAaBN1HA

And another…

This one’s about Yentra, but it’s too long for me to copy and paste so the link is the best I can do!

https://www.linkedin.com/posts/david-halley-a1583520_every-company-deploying-ai-right-now-is-sitting-share-7432443643078029312-gjfb?utm_source=share&utm_medium=member_desktop&rcm=ACoAAEuI5eIBooawepY_Ubn_CKcFOzTXAaBN1HA

I just don’t think he’d be plugging this as much as he is unless the “advanced talks with major agencies” he talks about has real commercial legs.

“The connected TV advertising market is massive. But it has a targeting problem.

Most CTV ads are still targeted the old way — demographics, time slots, broad interest categories. It's like using a map from 2005 when you have GPS.

At Gfinity, we've been working with Connected IQ (CIQ) to solve this.

CIQ uses AI to understand the actual content of a video — not just metadata tags, but emotional themes, visual context, and brand-safe environments — in real time.

Why does this matter?

Because a car ad placed next to a video about road safety hits differently than one placed next to a car crash compilation. Same category. Completely different context.

We've already run campaigns with brands like Asus and Sonos, and we're now in advanced talks with major agencies.

Contextual AI isn't a nice-to-have anymore. It's the future of video advertising in a post-cookie world.

Thoughts on where contextual targeting is headed?“

https://www.linkedin.com/posts/david-halley-a1583520_the-connected-tv-advertising-market-is-massive-share-7431721174843273218-uhyq?utm_source=share&utm_medium=member_desktop&rcm=ACoAAEuI5eIBooawepY_Ubn_CKcFOzTXAaBN1HA

Oh, and a far far lower cost base to boot.

Markets are a bit insane aren’t they.

A year ago, before we really had anything beyond GDM, price was around 0.09. Now we have CIQ operational and being rolled out, and 51% of Yentra, both of which are targeting super hot and rapidly growing markets. Sure, there’s been a bit of dilution since but even then, our current MCAP starts to look utterly ridiculous if either can capture even a minuscule amount of their relevant market. Backers clearly believe in it, and I tend to think that following the money, especially if it’s inside, is usually a pretty decent plan.

As for announcements, I do think something is coming soon. But I'm tempering my enthusiasm given I thought something would be coming after Cannes last year!

Yep. His option price isn’t looking so daft now is it. Often get intraday here…..just saying!

Of course Hugop.

Maybe. The fact remains, however, that Spreadex slightly reduced their long exposure yet the price still rose on 23rd, as well as since. So there must be a buyer mopping it up.

Don’t know if it helps, but I asked AI to analyse the RNS and put a couple of paras together. In short;

TR1’s only report long, not short positions.

The long position held through Spreadex CFD’s has fallen slightly

This indicates a degree of profit taking by leveraged long Spreadex clients.

Here’s the para it produced

“ The latest TR-1 from Gfinity plc shows Spreadex Ltd reducing its exposure via financial instruments from 2.8341% to 2.3131%. As this relates to CFDs / spread bets, and TR-1 disclosures capture long positions, this effectively means Spreadex’s clients are net long but to a lesser extent than previously. In simple terms, that points to a moderate weakening in bullish retail positioning, not strengthening. It suggests some leveraged long positions have been closed, reduced, or stopped out since the last notification. That doesn’t imply clients have turned net short — only that the aggregate long exposure has fallen. For an AIM stock like Gfinity, Spreadex disclosures are often a rough proxy for speculative retail momentum, so a rising percentage can signal building bullish interest, while a falling percentage typically reflects cooling sentiment or profit-taking.”