Mirriad Advertising Share Discussion Threads

[eeza] 12/5/2021 16:08

Gap to fill on the chart from this morning's opening.

[tickboo] 12/5/2021 16:01

Good to see as the seller is still offloading. Hopefully will clear soon and we can climb back up before more positive RNSs land.

[thesaint5] 12/5/2021 15:34

Nice buying

[eeza] 12/5/2021 14:33

Netflix - desperate for something new to arrest decline.

[someuwin] 12/5/2021 14:26

With Disney (and now Pepsi) signed up.

Bets on who the next Tier one global media co will be...

Viacom CBS, AT&T Warner, Comcast NBC, Netflix, or Amazon?

[yellowstoneadvisory] 12/5/2021 13:29

Any questions still outstanding come to the webinar with management at 5pm tomorrow and we'll see if they can answer them.

hxxps://us02web.zoom.us/webinar/register/9016184232176/WN_hJmDPW_1RcyWGhfEDrGZDg

It struck me that naming both Disney and Pepsi on the call this morning was pretty positive and it sounded like the next Tier 1 was v close too.

[eeza] 12/5/2021 13:17

Good job it wasn't a profit warning. Off 15%.

[tickboo] 12/5/2021 11:10

Surely they would have to publish any deal that is 10% of revenue so circa £200,000x

[mdchand] 12/5/2021 10:32

I think the long term prospects for this company remain unchanged, but the ST reality of when meaningful revenues / growth start to happen is perhaps not quite as near term now. The next interims will hopefully give a far more detailed breakdown of the Tier 1 platform and how Miri's contract is progressing and we can extrapolate far more information at that stage. And yes, the wording surrounding the Tencent contract is very peculiar - which makes me suspect the contract is being downgraded in terms of revenue. Still, happy to hold, happy to be proved wrong and waiting to top up if I get sufficient comfort on the issues raised from today's RNS.

[mdchand] 12/5/2021 10:32

I think the long term prospects for this company remain unchanged, but the ST reality of when meaningful revenues / growth start to happen is perhaps not quite as near term now. The next interims will hopefully give a far more detailed breakdown of the Tier 1 platform and how Miri's contract is progressing and we can extrapolate far more information at that stage. And yes, the wording surrounding the Tencent contract is very peculiar - which makes me suspect the contract is being downgraded in terms of revenue. Still, happy to hold, happy to be proved wrong and waiting to top up if I get sufficient comfort on the issues raised from today's RNS.

[thesaint5] 12/5/2021 10:29

Tencent renewal will give mirriad access to all of their content on a revenue share, very positive indeed this. Disney campaigns $700,000 or there abouts each deal, pepsi really opening doors with other streaming platforms..

[thesaint5] 12/5/2021 10:23

excellent investor call, Stephan needs write these RNS's better.

[tickboo] 12/5/2021 09:39

A little odd as the commercial element has been agreed so when terms are being sorted is that length of time?I think the market doesn't like the lackOf post YE trading update, nothing really. Poor. My recent top ups as usual poor! Great buying opp now.

[mdchand] 12/5/2021 09:28

Market doesn't like the uncertainty over the Tencent contract and the lack of visibility on revenue moving forwards.

I'm hoping Stephen will address the question - why was the renewal of the contract not done in advance of the end date? Is it the case that the roll-out has gone so well for Tencent they are looking to substantially expand the deal and potentially offer improved terms to Mirriad (all good). Or, is it the case Tencent are negotiating down the existing deal because they didn't hit their own revenue targets (not so good). A glass half empty perspective here would take the latter view which coincides anecdotally with delay of the contract renewal.

However, all that said, Stephen's presentations typically provide way more information than his typical RNS which means a possible buying opportunity later especially if he can give a positive update on Disney and the scale of the Pepsico deal in numbers.

[eeza] 12/5/2021 09:19

Market not overly impressed it seems.

Bid off 9%.

[kaos3] 12/5/2021 08:36

I am otherwise glorius about MIRI. They have signed up THE best and that just does not happen just so. It is just about when.....

[hazl] 12/5/2021 08:33

I think it's clearly brilliant we have the big names involved.

[eeza] 12/5/2021 08:32

Need to clear out the 'sell on news' brigade & the disappointed before advancing.

[mr dexy] 12/5/2021 08:24

"In the US, we announced a deal with a major tier one entertainment giant in the final quarter and ran the first campaign for that partner in December."

October... December... seems fair enough to me

Regards to all.


Mr D

[hazl] 12/5/2021 08:07

Kaos to get itself known?
How else would big countries get to know about us?
Megan you're preaching to the converted there !
However the market is treating tech more harshly at the moment.

[tickboo] 12/5/2021 08:01

28th Oct to 31st Dec I imagine they would have been planning campaigns rather than rolling them out so generating revenues.

[kaos3] 12/5/2021 08:01

there was "after" year ending section in the report .... but in general you are right

[kaos3] 12/5/2021 08:00

I also do not "like" disappearance of the small revenue countries. I expected a build up of the revenue. Concentration on big is fine - but - why did then start selling to those "small" countries to begin with