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Thanks for all your research 2phevs. It’s appreciated.

Very nice base forming at the 2p level and I expect the sp to start rising soon in anticipation of the first programmatic deal, which I’m expecting in Oct or Nov.

LovableLumax and 2phevs,

What kind of market cap do you think we’d be looking at should MIDI secure one or two tier 1 programmatic partnerships by the end of this year. My thoughts are £30-50M.

Keen to hear yours.

TIA.

Looks to me like they’re upping their PR just ahead of their first tier 1 contract. Fingers crossed.

Thanks 2phevs, some great research there. I’ve shared on advfn for investors there :)

We could do with a little healthy cool off before the next big leg up imo. I thought 2.5p would be the area that starts to happen as per previous posts. Lots watching this now so will be ready to pounce on any dips.

Meanwhile Davey is still pumping his beloved OVB which he’s down 90% on!

Oh and SNT. You couldn’t make it up!

He doesn’t seem to understand how the market works!

I tipped OPTI on the AGL bb at 11p, it went to 43p!

I tipped MIRI on the AGL bb at 1.275p!

They are the only 2 recently!

Don’t be bitter Dave, it will only eat away at you!

As I have said before, bitterness eats away at you. You’d be much better off congratulating holders who took the plunge whilst everyone else was negative and are now up almost 100% with much much more to come imo.

Don’t let bitterness eat away at you. Do something positive with your life instead like volunteering or charity work, it’s incredibly fulfilling.

Here comes the start of the big move I mentioned would be coming to 2.5p+, then consolidation before the next move.

This is key.

Mirriad Advertising: Programmatic the key to scale and growth

https://www.yellowstoneadvisory.com/post/mirriad-advertising-programmatic-the-key-to-scale-and-growth

Programmatic trading of in-content product placement is the key to unlocking and capitalising on the growth of this new format and management believe the company is on point of launching this. If only 2.4% of the current TV advertising spend moves to in-content and Mirriad is able to capture as market leader a 20% share this would provide a $125m revenue opportunity for the company (assuming Mirriad take 25% revenue share which they are currently achieving).

In summary, Mirriad is on the cusp of making significant inroads into a huge addressable market in virtual product placement. It’s taken longer than many had hoped for but integrating a programmatic solution into an advertising market with established ways and players was never going to be easy. The important thing is that after a large amount of effort from many players, there is now a very clear path to scale with programmatic in 2024 and beyond. Advertising brands want this solution and once the first contract with an entertainment major is signed it will hopefully lead to a number taking advantage of this new advertising format to grow their own advertising revenues and generate significant revenues for Mirriad at the same time. This is something a confident management team and their shareholders will both be hoping for.

Yes not bad volume today. I think the next move up takes us to the 2.5p ish level. And I think it will happen pretty quickly. AIMO!

Offer price starting to move up. Think next leg up will be a big one but we shall see!

That is my thinking too 2phevs and I don’t believe the market has picked up on it yet, but it will given time imo.

Anticipation alone of the first deal should drive this to at least the recent placing price, that’s where I’d like this to be before the first deal is announced.

There will be many who are incredibly bitter who had the chance to buy at the lows (results day) but instead chose to comment negatively as they haven’t done their research. They just see the losses and haven’t considered the incredible potential. Odey spent £2.4M when the market cap was £15M. They obviously saw something that some of us have seen too, those webinars were very enlightening.

Thanks 2phevs

Great to see that Kantar are spreading the word to all of their followers, at this exciting turning point for Mirriad. That’s what you’d expect from a decent paid for supplier.

Another interesting read.

How Virtual Product Placement is changing the game for music videos.

Only just spotted this blog post by Mirriad, was put on Weds this week.

https://blog-mirriad-com.cdn.ampproject.org/c/blog.mirriad.com/virtual-product-placement-music-videos?hs_amp=true

From the write up to give you an idea of potential. Against current market cap of just £7.5M.

“Programmatic trading of in-content product placement is the key to unlocking and capitalising on the growth of this new format and management believe the company is on point of launching this. If only 2.4% of the current TV advertising spend moves to in-content and Mirriad is able to capture as market leader a 20% share this would provide a $125m revenue opportunity for the company (assuming Mirriad take 25% revenue share which they are currently achieving).”

Eats away at you.

Much better congratulating others that are doing well.

Everyone had the chance to buy at the bottom.

2phevs,

I don’t think too many are looking at this at the moment, but anyone who listened to the webinars this week will have a better understanding of the staggering potential now on offer due to them being on the cusp of going programmatic which will be a game changer. Of course no guarantees with any share ever, but if and when they land their first tier 1 partner contract, I think it will snowball quickly from there. Happy to get in early when the risk/reward is in our favour. Your commentary on the webinars was useful by the way. Good luck.

Yes there is strong momentum in this stock now and I liked the following comment when one of the presenters (think it was the CEO) said the following referring to tier 1 partners.

“First signature to come in the next month or two”

Just the anticipation of the first major (programmatic) deal will drive the price higher imo.

Odey must have seen something they liked back in May when they spent £2.4M on 80M shares at 3p. Odey had a great track record pre sexual harassment claims. They would have wanted a good return from 3p. Not very often PI’s get such a discount so soon after a big placing.

There appears to be good support around this level too.

Another webinar for investors at 1pm may spark some more interest.