Mirriad Advertising Share Discussion Threads

[parob] 30/8/2023 08:48

There are many investors who have been burnt with Mirriad in the past so won't touch it. Thats understandable but the BIG difference now is they're on the verge of signing large US entertainment companies for programmatic advertising which will be a TOTAL game changer. All eyes on that first deal which is anticipated over the next few months. Current MCap just £7.5M which seems crazy against the potential. Odey bought 16% when the market cap was £15M just a few months back.

[tburns] 30/8/2023 08:43

Nice start this morning

[parob] 27/8/2023 11:51

Scalable campaigns Access into music videos has historically come with a heavy lift that creates limitations in scale. The ease of leveraging virtual technology to dynamically insert brand assets into music content revolutionizes the traditional approach of one-off product placements, transitioning it into a dynamic and scalable campaign strategy. And, the cherry on top is that it can be planned, flighted, and measured as media (vs production), and in some cases even count towards diverse media commitments. This innovation empowers advertisers to access a broad spectrum of genres and artists whose fan bases align closely with their target consumers, thereby unlocking an unprecedented array of music inventory. Advertisers work with Mirriad to curate a pre-approved roster of artists, and as these artists produce content, brands can review the shared file and either accept or decline the integrated scene. This streamlined process allows for efficient progress through each approval, facilitating a seamless fulfillment of the entire campaign.

[kaos3] 26/8/2023 10:53

Another gem atracted to work with miri


Priscilla Von Sorella

[parob] 26/8/2023 09:43

Well I'm really pleased that Kantar are spreading the word to all of their followers, at this exciting turning point for Mirriad.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

[tickboo] 26/8/2023 09:34

MIRI pay Kantar for market research FFS. Results super but this mindless pumping will surely put people off as smacks of desperation.

[parob] 26/8/2023 09:31

Courtesy of 2phevs on the lse bbKansars GLOBAL head of analytics is posting how good MIRI isHTTps://www.linkedin.com/posts/chris-petranto_harnessing-the-industry-leading-framework-activity-7100881124402319360-LCU-?utm_source=share&utm_medium=member_android

[parob] 26/8/2023 09:29

Thanks tickboo, I'm definitely not chilled, I'm super-excited about this one! It has the potential to 10 bag + given time, with the right news flow.

[tickboo] 26/8/2023 09:13

Yes Parob I know all that. Unlike you I was not pumping a non-existent Amazon tie up, I called it out. I say things as I see them. Simple. Did IP Group and other large holders invest? No they did not massively lower their average. The Board put a pittance in and they did not raise as much as intended so many did not see value.Again, potential is massive and hopefully programmatic a turning point but I am nervous they have lost 1 of their 2 strategic partners. An odd time to lose one. Anyway, chill out your ramping. If looks desperate and there is no need.

[parob] 26/8/2023 09:05

Market cap is currently only £7M, not £10M.

Odey saw value at a market cap double what it is now (£15M) when they put in £2.4M for 16% of the business and they would have been looking for a decent return. The presentation we saw this week was used in the May/June placing according to one of the presenters.

[tickboo] 26/8/2023 08:41

Agreed there will be little revenue uptick this year as most advertisers work on annual budgets which the BoD will have in its management accounts and report back on monthly. Therefore the testing being undertaken this year will hopefully lead to deals signed off back end of this year for spend in 2024. 2024 will hopefully be a turning point. This co has a poor record and I am still not impressed with the paltry sums the management put into the raise and the fact they raised less than planned. I will be keeping an eye on here and if I buy it will be in a couple of months and yes the share price might be higher (it may also drift) but that's fine as potential huge but the current turnover say £1.5m with £8m loss a market cap of £10m still looks high. As I say potential is massive but market unsure. Good weekend all.

[parob] 26/8/2023 07:57

Can you imagine?If this in-content advertising category really takes off it's not unreasonable to think that 10% of the current TV advertising spend could move to in-content, with a potential $600M+ to Mirriad.All this for a current £7M market cap. I personally don't think the market is pricing this anywhere near correctly at the moment but ultimately it will be down to signing tier 1 supply partners. And once one has signed up I think it could snowball quickly. Many won't touch Mirriad at the moment due to its awful share price performance over the last few years, but that's where the opportunity lies imo, and with Odey selling 16% too, some of my recent buys have been at a 58% discount to the 3p placing price. We are hopefully getting in just at the right time, with the business having spent years getting to this point of going programmatic, as Yellowstone Advisory point out here:"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."

[tburns] 26/8/2023 07:42

What do you think that revenue would do for the share price Parob?

[parob] 26/8/2023 06:47

Mirriad Advertising: Programmatic the key to scale and growthhTTps://www.yellowstoneadvisory.com/post/mirriad-advertising-programmatic-the-key-to-scale-and-growthProgrammatic 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).

[tburns] 25/8/2023 15:55

Good recovery today, onwards and upwards next week, I wouldn't wait until October peeps unless you want to pay a lot higher!!

[parob] 25/8/2023 15:49

There was someone on here stating they're waiting to buy late Oct expecting news to land in Nov/Dec. Well that won't be the case if the comment from yesterday's presentation comes true:"First signature to come in the next month or two"I did get the impression news would be closer than some think but let's see. Either way, happy to be in early.

[parob] 25/8/2023 09:41

Presentation now on their website:hTTps://www.mirriadplc.com/download_file/force/156/266

[parob] 25/8/2023 07:19

Top 5 vendors on the supply side in order of market share are NBCU, Paramount, Fox Corp, Walt Disney and Discovery.These are the names to be looking out for. "First signature to come in the next month or two"Was said in the presentation so let's see.Hopefully a recording of the webinar will be out soon.

[tburns] 25/8/2023 00:07

Disney, Amazon for example. Looks like we can push on from here

[gah123] 24/8/2023 20:28

Tier 1 companies are the big guns. Tier 1 firms are the largest, wealthiest, and most experienced in the industry.

[billthebank] 24/8/2023 17:34

What is a tier one partner?

[parob] 24/8/2023 17:23

Yes one slide said they are engaging with 9 out of the top 10 tier 1 partners on the supply side, working with 5 and dialogue with 4.

[kaos3] 24/8/2023 16:24

after their product is finished - i can not see why not

all that count but one have signed on to the miri vpp proposition

ps - i also asked on the MA environment - no answer
we need core shareholders - i asked - no answer

[parob] 24/8/2023 16:21

"Our growing momentum with the biggest entertainment companies in the US and Europe shows Mirriad is now LEADING the in-content advertising category."