Mirriad Advertising Share Discussion Threads

[mdchand] 01/4/2020 11:56

Miri offers both positives and negatives at this point in the economic / virus cycle. Negatives? Traditional terrestrial advertising is being hammered right now as no one can buy anything apart from groceries and takeaways, so not expecting much from this segment for q1/q2.

Positives. I believe online advertising via Tencent is playing a larger and more important part in Miri's immediate future.

Tencent released some quarterly info recently (hxxps://www.fool.com/earnings/call-transcripts/2020/03/19/tencent-holding-tcehy-q4-2019-earnings-call-transc.aspx) and included in the text was a short snippit that stated 'For our mobile ad network, we signed up high traffic media partners such as entertainment and social media services and added more rewarded video ad inventories. Our mobile ad network revenue more than doubled year-on-year in the quarter and was the largest contributor to our sequential advertising revenue growth, which we believe testifies to our increasing ad-tech capabilities even on non-Tencent sites.'

So, Tencent's recent interims validate what Miri are saying re mobile advertising. But to what degree and how this impacts on Miri's revenue is impossible to quantify.

That said, all these are something of a side show compared to the colossal opportunities provided by the likes of netflix's, disney etc etc for multiple 'in-program' advertising. Stil trading close to cash so any upside announcements should feed through to the share price

[hazl] 11/3/2020 07:55

Yes mdchand I'd rather listen to the experts than somebody on a bb that's being bleating on for ages!
I'm not suggesting people buy shed loads of them either, at this difficult time, but I have a few for a rainy day and don't see why I should be frightened out of them.

[mdchand] 11/3/2020 07:50

Its trading sub cash, albeit cash that might run out in 17 months at a drawdown of £1m per month. However, at these levels worth a punt if only because they might - at any time - announce a contract with netflix. Also next interims will take into account recently announced deals with top 3 French channels and C4 so perhaps not a lost cause just yet. And not forgetting the deal with Tencent which could be replicated with other global telecos in future.

[allonblack] 10/3/2020 15:43

Get out while you can. No revenues big cash burn and no fundamental story. If they try and raise money ask them how much they get in revs per product per second and on that basis how many products they can process. It doesnt add up to much hence its a gonner. Sorry guys.

[hazl] 05/3/2020 08:21

' Stephan Beringer, CEO of Mirriad, said: "The appointment of a new corporate broker is a further step in our strategy of developing a game changing proposition for the content and marketing industries. Canaccord Genuity impressed us with their technology credentials, their enthusiasm for our business, their reach into the US and the strength of their research capability.

"Progress towards the adoption of our solution is happening across all forms of distribution in our key markets as planned and this transformational phase builds on the strong foundations established by the successful fundraise last year.'

[hazl] 25/2/2020 09:17

ITS AMAZING WHAT THEY CAN DO NOW.
Not MIRI specific but I think the advertising arena will completely change and be unrecognisable future-wise.

[hazl] 21/2/2020 17:42

Hmm who impresses me more....Soros?

Fillip....?

[hazl] 21/2/2020 17:39

Ah I am prepared to give them time Fillipe.
With things as they are, why shouldn't I wait....they might just be worth waiting for for.
Why don't you look after your investments....supposing you have any.... and I'll look after mine. 8-)

[fillipe] 19/2/2020 10:38

Hazl, seriously, your loyalty to MIRI is truly commendable, but sorry I can't share with your belief in them.

It's the value destruction and lack of any truly substantial income there which is so damning of them.

f

[hazl] 18/2/2020 13:46

Market Minnows: Soros-backed Mirriad is just the brand for ...
www.standard.co.uk › Business › Business News
15 Jul 2019 - Mirriad Advertising superimposes ads into the TV show or video, ... Analysts in the City believe the company is a slow burner, but could grow ...

[hazl] 18/2/2020 13:45

Perhaps you ought to do more research.

[allonblack] 17/2/2020 13:11

This co should never have been listed. It has so many employees because its not genuine AI. See glass doors reviews for more info on that. One employee tells it as it is. More importantly the bottom up pricing per product per second means the revenue potential will never be there. They keep signing contracts (which will never generate scalable revenues) because they burn £12 a year and need a story for more cash. Time has run out on AIM for sub scale cash burners with no revenue story. Avoid like the plague. For the people on here that push this stock you now need more than "its a good space and story". Some fundamentals would be nice.

[fillipe] 17/2/2020 09:19

MIRI - a candidate for de-listing?
Just a thought, as we totter along getting ever closer to single figures of a share price, almost by the day.

f

[hazl] 09/2/2020 10:48

basically if you put the search parameters in
....simply Mirriad Advertising pdf you will get various choices including white papers the below one starting

www.mirriadplc.com › application › files › Mirriad_Advertising_plc_A...

Mirriad Advertising plc Annual report and accounts 2018
PDF
10 May 2019 - for advertisers by allowing the insertion of branding, messaging ... so by using the

the pdf here has the information on how they achieve their revenue on pages 10 to 12.

[hazl] 08/2/2020 11:29

KENWRONG 643

Excellent video,thanks.
Good reference bamboo; it speaks about competitors and so on.
The difficulty we have is that as far as detail,all these companies want to keep it close to their chests,BIDS is the same.
They are fighting for dominance in a very new, but likely very lucrative marke, in my opinion.

MIRI has 19 patents and some top rated names there, so that is fairly reassuring.
As to how they make their revenue I imagine that Ten Cent's involvement might be different from the other brands,to a degree, but I don't know.
TenCent is of course a very strong partner and a 2 year contact to boot!
They have undergone many changes in recent times.
He talks of many new contracts- bodes well!

IMO

[hazl] 07/2/2020 15:34

'Those companies were Condé Nast, which produces digital, video and social brands, and Tastemade, which makes food, home, and travel content that reaches 250 million monthly active viewers.

In France, the company said it now has contracts with the top three television channels, following a deal with M6 shortly before year-end.

Those agreements contributed to “improved foundations” for future revenues, the board said, with its management confident they underlined the group's continued progress.'
The relationship with Tencent was said to be developing successfully, with an increasing number of Chinese advertisers placing recurring campaigns on the platform, alongside growing interest from global advertisers, as well as close collaboration between Tencent and Mirriad technology teams who were said to be “actively working” on the next levels of the proposition for China'

[hazl] 07/2/2020 15:22

Bamboo in the case of Ten Cent

'The contract will immediately enhance 2019 revenues due to the fixed monthly fee and, at a minimum, will generate multiple millions of pounds of revenue for the AIM-traded company over the 24-month contract term.
Mirriad is set to charge incrementally if its work exceeds a minimum volume of advertising and promotion work'.

sharecast had interesting observations on this.

[hazl] 07/2/2020 15:19

Mirriad has patented, AI and computer vision technology.It dynamically inserts products and innovative signage formats after content is produced.
'Mirriad’s market-first solution seamlessly integrates with existing subscription and advertising models, and dramatically improves the viewer experience by limiting commercial interruptions. '
Mirriad operates in the US, Europe and China.

MIRI stock opened with £0.62 in its Dec 12, 2017 IPO.
Conte Nast

SCROLL DOWN TO SEE HOW IT WORKS ON THEIR WEBSITE.
references
crunchbase

[hazl] 07/2/2020 13:56

Revenue almost tripled in 2019

[hazl] 07/2/2020 13:55

'He added: "The steady flow of new agreements with top-tier content producers and distributors as well as the growing enthusiasm from major advertisers and agencies are evidence of the accelerating traction in the market and the increasing adoption of Mirriad's proposition."

Note top tier content producers

[hazl] 07/2/2020 12:24

Will look in over the weekend bamboo