Member Info for Muck165

For info CIQ posted this on LinkedIn a few days ago, their first post in months and neatly coinciding with our licence deal.

“ Partnering and integrating with IRIS.TV is allowing us to turbocharge our data lead model in advertising. AI is perfectly suited to allow advertisers to achieve in CTV and online video, what it was so good at in Linear TV.”

I’ve only had a brief chance to look at IRIS TV, but they seem a sizeable enough outfit and list a host of leading companies as partners.

https://www.iris.tv/our-partners/

https://www.linkedin.com/posts/connected-iq_iristv-video-data-connectivity-activity-7295446952610021376-9OFP?utm_source=share&utm_medium=member_desktop&rcm=ACoAAEuI5eIBooawepY_Ubn_CKcFOzTXAaBN1HA

What expansion OSD…? All we’ve done is licensed a product. We don’t need stock, or an ad campaign etc. Sales will come through shows and networking. True there may be some staff cost, but not that much I don’t think.

One other thing I’ve been considering is the fact that since Sept we’ve had nearly £400k of funding, but I can’t understand why we would need anywhere near that much just to commercialise CIQ. If we’ve maintained operational profitability and all restructuring costs have been accounted for, then what is that cash really for?

Well, I’m certainly expecting TR1’s next week. A comment on current or forecast profitability would be nice (assuming it’s good news!), but I’m less certain we will get that!

And you never know, if I’m anywhere close with my conjecture we could get something about a deal with Pubx.

I’ve had fat fingers too! For everywhere I’ve said 0.625 below, substitute for 0.0625!!

Gotcha Napalm - everything now makes sense! Thanks for pointing it out!

And right on queue, GFIN have just updated the Significant Shareholders information on their site. https://gfinityplc.com/investors/shareholder-information/

Based on this, when compared to my records we should get TR1’s Monday confirming that;

Horst Geicke has moved from 4.1% to less than 3% (likely I think purely as a result of dilution following the subscription rather than a disposal)

Farzad Peyman now has a holding of 3.985%, having had less than 3% before the subscription. So he definitely bought stock. I strongly suspect he is this guy https://virya.vc/team/farzad-peyman/

John Story has moved from 9.82% to less than 3% - so he has likely sold some.

Ok - I think people are saying they’re alarmed by todays RNS confirming Halleys subscription at 0.625.

If that’s the is the case you need to understand that his subscription was first announced on 5/2, representing a modest discount to the SP at that time, and was all part of a wider company arranged subscription at the same time.

All of the subscription shares, including Halleys, were admitted to the mkt today, which is why we got the RNS confirming it today. It was all fully announced and expected, and should NOT be confused with his having bought shares at 0.625 today.

In fact today has been a massive positive. In total 416m new shares issued at 0.625 hit the mkt today, and some scaremongerers on here predicted a massive churn. But that did not happen, ie people that bought them didn’t sell for a quick buck. Why, because (at least in my view), the company placed the shares with sticky insiders who understand the real value and potential (it was NOT a public placing). I would not be at all surprised to see TR1’s issued on Monday showing increased holdings of significant shareholders.

In truth, we had people placing large orders to buy in auctions at prices well over the prevailing ask. What does that tell you…..

I’ve posted at length on here about what I think is going on behind the scenes, and the potential it offers.

I am still confused by OSD’s comment though! Do you have anything to share OSD?

I think I must be a little thick, but I’m confused by this thread….

What is the question people are asking about 6.25?

OSD - do you have something to share about Monday?

Thanks

Just a couple for info. Both Senior. Both last few months. Both commercial. Both (given the comments and reactions), highly regarded.

https://www.linkedin.com/posts/davidjcolwell_hello-everyone-im-very-happy-to-share-activity-7269351043178586114-nEx9?utm_source=share&utm_medium=member_desktop&rcm=ACoAADCLww4BEhOV9PmKb54H8W2vv6yRTAgYK8A

https://www.linkedin.com/posts/pubxai_were-thrilled-to-welcomenicole-holtsmark-activity-7260323927233544194-saQV?utm_source=share&utm_medium=member_desktop&rcm=ACoAADCLww4BEhOV9PmKb54H8W2vv6yRTAgYK8A

There are others.....

No problem - take it all with a pinch of salt because (whilst I think I am right) it really is just educated conjecture!

There are just too many coincidences/relationships , but the most telling thing for me is the timing of the Halley/Keith investment both here and at Pubx, coinciding with our new GDM focus and what has been a significant recruitment push over the last 6 months at Pubx.

An observation away from the mkt today....

Pubx AI published their accounts at CH today, which may have absolutely no relevance to us whatsoever!

But equally it could, and I would not be surprised if it did.

Pubx was founded by Mole, later appointed as Director is 0M. Both Halley and Keith invested in Pubx during 2024, with Keith becoming the second largest shareholder after Mole. After years of trading with a 31/5 year end, late last year Pubx shortened its accounting period to 31/12 (matching ours). The business of Pubx is an AI monetisation tool for digital publishers, like GFIN. And is it coincidence (possibly) that they publish accounts far sooner than they needed to and on the day c10% of new GFIN stock hit the market?

As I say, could be nothing at all but equally I would not be surprised if the year end was shortened and accounts published in preparation for some kind of deal/arrangement between us and Pubx.

Well, whoever had the large auction bid clearly wanted the stock badly and was prepared to pay well over the prevailing ask for it. Do tell me if I am wrong, but I don't think us normal PI's have any ability to bid/offer stock in auction so whoever it was may well be privy to something we're not. And clearly Halley has indicated today that we can expect an update on significant shareholders. It would I think be a strong message to the mkt if any of them have increased.

Where it got some interest, hence the UT for 15m at .012

And in the auction currently underway the say 21m bidder came in at 0.108, got no interest, and has now gone to 0.12.

No problem - there are fixed auctions every day at 07.50, 10.50, 13.50 and 16.30.

I have L2 access on ADVFN. When there is an auction you can therefore see all direct market bids/offers for the stock, and through the auction you can watch as bids may increased/decreased in price or size.

I mentioned the 21m bid to buy stock earlier because that is by far and away the biggest order I have seen on the auction book for a long while. If there was a seller prepared to match that offer then they could have offered their stock up at the auction. None did, and instead we have a UT significantly higher.

So my take - we have strong buyer interest in the auction but sellers aren't interested in selling for the price they are offering.

Thanks for the info here - v interesting.

Erica Donald has been named Chair of the America Firs t Policy Institute for Education. Interesting that the person she's replacing, Linda McMahon, is the currently awaiting Senate approval to become Trumps education secretary.

Trump values loyalty and free choice, so it really does seem like the Donald family should sit well in his favour, and their connections and influence appear significanrt.

For info, an Erica interview on Fox a couple of weeks ago

https://www.youtube.com/watch?v=BVZwnDiBHjo

For info

David Halley was asked question on Twitter about whether or not the AIM 26 Significant Shareholder information on the GFIN site remained accurate, given it was showing as last updated in March 23.

David replied with "The new shares are issued today, so update is today".

So if existing 3%+ shareholders have increased their holdings, we should see it on any update and potentially may get TR1's.

And the UT was 0.1175. Doesn’t indicate the predicted seller glut.

We have someone wanting to buy nearly 21m shares at .108 in the auction.