Mirriad Advertising Share Discussion Threads

[hazl] 11/9/2020 16:21

Well I agree cyberbub and if you wait until the profit is rolling in it won't be a penny share any longer!

I honestly think some people have no imagination.

[cyberbub] 11/9/2020 16:16

Well I do respect Paul Scott, but the reality is that everyone knows that MIRI have virtually no revenues and will need at least one more big fundraise in about 12 months. That's not the point - the point is that it's got a patent-protected moat on a very promising, completely new model of advertising, and is in discussions with very big companies to monetise it. Plus it's got a US listing now (albeit only OTC) and so it can feasibly take on US valuations of groundbreaking tech stocks - which are typically a lot higher than $65M!Just my view. NAI

[hazl] 11/9/2020 16:13

Oh dear Marty ,there was I thinking you were one of the good guys.

[hazl] 11/9/2020 16:12

Ah trying to tread on the rise is he?
I would suggest that the one he has pumped this year, is rather a more dodgy valuation and has very few shares in issue, so when it goes down it might do fast.

[martywidget] 11/9/2020 16:00

Small Cap Value Report (Fri 11 Sept 2020) - DC., DTG, HFD, MIRI
by Paul Scott

...PR outfit Yellowstone Advisory flagged this up for me to look at, but I don't think they'll be very happy with my response here!

[petewy] 11/9/2020 14:19

Edison comment:
hxxps://www.edisongroup.com/company/mirriad-advertising/2942

Mirriad Advertising’s H120 numbers show strong top-line progress, up 109% on H119 and 26% ahead of H219. H120 revenues were up over 185% year-on-year in China and Singapore, with market confidence rebuilding. There are very promising new agreements in place with US media owners, with early moves in large adjacent markets, such as music video. There are advanced negotiations ongoing with Tier 1 entertainment platforms. These prospects significantly increase the attraction of Mirriad’s proposition to advertisers. Cash burn is now under £1m per month, with end-August cash of £13.3m (no debt). Market forecasts for FY20–22 are unchanged.

[tickboo] 11/9/2020 13:43

All good and happy with my holding here. As I said earlier once one US top tier sells the others are likely too. Massive potential.

[hazl] 11/9/2020 13:34

Thanks tickboo...brilliant.

[tickboo] 11/9/2020 13:33

The campaign to generate engagement with the relevant industry parties has been (and continues to be) wide-ranging and aims to be exhaustive. Management reports that it has established relationships with all five large agency holding companies, 55% of the 100 largest global advertisers, 80% of the leading global entertainment companies and numerous potential partners across the film and tv, and music businesses. Importantly, Mirriad has indicated that it is in negotiations with six of the seven largest US entertainment platforms, five of which are covered by non-disclosure agreements.

[tickboo] 11/9/2020 13:27

https://www.edisongroup.com/publication/on-the-cusp-of-potential-widespread-adoption/27716

[hazl] 11/9/2020 12:14

PM for you Petewy

[aidenabettin] 11/9/2020 12:02

Got a real gem here imo with none of the usual bb nonsense

[hazl] 11/9/2020 11:50

Protected with 19 patents.

[tickboo] 11/9/2020 11:36

We seem to have accumulated a couple more MMs which is a positive.

[hazl] 11/9/2020 11:35

When you look at the showreel, let it run on into the Click report from the BBC.
Explains how the AI is so effective in silently being used and less offensively, into every day scenes.

Must put a list of their clients up as they are everyday names.

[hazl] 11/9/2020 11:31

Thank you for the contributions above.

[hazl] 11/9/2020 11:30

We are definitely getting more interest since the update.
Also it is the international aspect of it that is so appealing,no political issues there by the looks of it!
Look at the calibre of the clients!

[tickboo] 11/9/2020 11:26

In July and August only £1.1m cash was burnt so at that rate they'd have nearly 2 years worth. That said with revenues expected to grow significantly next year and the year after maybe another raise won't be needed. Regardless it's impressive the reduction in cash burn and with new clients on board, new case studies, independent research corroborating the effectiveness it is surely onwards and upward. Also the pandemic isn't unfortunately going anywhere anytime soon and with fewer series', movies etc in production Miri has something even more compelling. Once one top tier US giant comes on board it'll be FOMO and the domino effect should take hold, or take them down!

[energeticbacker] 11/9/2020 11:07

Mirriad: mighty valuation but compelling technology.

With period end cash of £14.4m this fascinating business has plenty of spending headroom!

More on the Investor's Champion website.

[yellowstoneadvisory] 11/9/2020 09:19

Couple of points that came from the analyst presentation
• China is running ahead of previous expectations
• There will be a major new initiative in the music business in 2H
• Managers aim to deliver a deal with a US Tier 1 media business in 2H

Monday webinar at 12 for PI's register and ask your Q's to mgmt on the day

hxxps://us02web.zoom.us/webinar/register/4015984377810/WN_41qwB0SQRn-VLJPzmylGaw

[hazl] 11/9/2020 09:05

do look at Mirriad's website;they have a new show-reel.
Perhaps they do listen to us!