Mirriad Advertising Share Discussion Threads

[parob] 19/9/2023 07:47

2phevs post 3 on lse:HMMMM wonder which Tier1's would walk away from PepsiCo Microsoft and best in IBC2023 Harmonic... No wonder Mirriad were so confident on August's webinars their presentation is now backed up with facts wish I could ask questions at tomorrows hack to the future linkedin event

[parob] 14/9/2023 07:21

Martech podcast out yesterday hTTps://martechpod.com/episode/in-content-advertising-in-streaming-stephan-beringer-mirriad/

[bmwman3] 13/9/2023 22:39

Clear to see from the buys today investors are buying and this forum will having nothing to do with the re rate in this share.

[wewillwin20] 13/9/2023 16:02

The stock that is #its

[wewillwin20] 13/9/2023 16:02

Its about to blast

[riskyinvestor] 13/9/2023 14:59

Something big is brewing here

[riskyinvestor] 13/9/2023 14:47

Google would be nice

[tburns] 13/9/2023 14:46

Thanks for sharing Parob, only a matter of time before that first Tier 1 contract comes in

[parob] 13/9/2023 14:45

Link to todays Harmonic press release:Harmonic Expands Targeted Advertising EcosystemhTTps://www.4rfv.co.uk/industrynews/300314/harmonic_expands_targeted_advertising_ecosystem

[parob] 13/9/2023 14:42

2phevs message to me on lse bb. Copy and paste below: Parob I think this paragraph from a news release today from Harmonic is relevant too Going to get accused of ramping but the "AD INSERTIONS AND MONETIZATION" wording in this paragraph sounds very exciting Harmonic is now an integrated streaming ecosystem partner with Google Ad Manager. This prestigious partnership enables Harmonic's VOS®360 Ad SaaS to foster a more open ecosystem for server-side ad insertion (SSAI), allowing publishers to seamlessly optimize ad delivery, fill rates and demand to significantly increase revenue. Integration between Harmonic's SSAI solution and Google Ad Manager allows for scalable access to Google Ad Manager's monetization suite, including flexible demand types, formats, AI-driven insights and ad quality controls, resulting in a higher quality advertising and viewing experience. And the guy who was in the Harmonic RNS from a few months ago is involved with this news Gil Rudge from Harmonic

[riskyinvestor] 13/9/2023 14:41

This is leaky leaky

Have they got something big

[tburns] 13/9/2023 14:40

It will do Risky, be patient, the recent buy in points at 1.20p, even lower for some were a total gift, even from here you can add 30-40%

[riskyinvestor] 13/9/2023 14:33

Needs to get back upto the 3p PLACING price

[riskyinvestor] 13/9/2023 14:32

Parob


Am new

[tburns] 13/9/2023 14:29

Even relatively small buys are pushing up the Bid / Offer now.

[parob] 13/9/2023 14:28

For anyone new looking in, this is key.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). 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.

[riskyinvestor] 13/9/2023 14:26

3p coming

Why did they cough up 3p in the recent Placing

???

[riskyinvestor] 13/9/2023 14:21

Am in this is gonna go haywire soon

Have they got Google in the bag after microsoft

[riskyinvestor] 13/9/2023 14:19

Only joking

[riskyinvestor] 13/9/2023 14:18

Short opened

[riskyinvestor] 13/9/2023 14:18

Am going short on this dog

Hyped up for no reason

[parob] 13/9/2023 14:15

Excellent find my 2phevs on lse.Mirriad mentioned in this podcast towards the end:hTTps://www.linkedin.com/posts/henry-j-b66090131_ibc2023-neuco-harmonic-activity-7107633630360817664-_xNs?utm_source=share&utm_medium=member_iosThe podcast is with this guy: Alexander Paugam who is the Streaming Market Development Director at Harmonic who Mirriad are partnered with (see 14/4/23 RNS)hTTps://www.linkedin.com/in/alexandrepaugam

[armbar] 13/9/2023 13:46

Waiting for the news Tier 1 . Microsoft . Harmonic Strategic review 'Number of interested parties' 'code ceased no offer BY early April' By when then? since April we have had Microsoft partnership and 6 million cash , the parties were interested before but not now interested haha ? Hold imo let it play out

[parob] 13/9/2023 13:11

As a reminder for anyone new looking inFrom recent RNS"Closing cash at the end of June 2023 GBP9.8m"