ZOO Digital Share Chat (ZOO)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Zoo Digital Group	LSE:ZOO	London	Ordinary Share	GB00B1FQDL10	ORD 1P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+2.00p	+1.90%	107.00p	105.00p	109.00p	108.50p	105.00p	105.00p	204,393	12:37:15

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Software & Computer Services	20.4	-3.6	-4.9	-	79.57

ZOO Digital Share Discussion Threads

Showing 30551 to 30573 of 30575 messages

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Date	Subject	Author	Discuss
20/10/2018 03:07	Most recent piece on ZOO's website that shows the future is bright, I think! Not sure whether we are going to have any reaction in the share price over the short term and a lot is riding on ZOO's interim results in November. However, medium to long term? Hopefully all will work out! Https://www.zoodigital.com/news/languages-and-the-media-2018 1. Content owners are (still) tackling tighter turnarounds 2. Technology is complementing creatives 3. Training and collaboration encouraged 4. Localized content continues to grow 5. Bridging the gap between industries is key	lauders	Read Full Thread Reply
17/10/2018 19:43	Can see a more optimistic pattern returning to the chart today with multiple potential apex based turns. A near term tp of 121.8 looks possible with eod close above 105	bamboo2	Read Full Thread Reply
16/10/2018 21:21	Netflix smashes estimates, up 12% after hours.	alphabeta4	Read Full Thread Reply
16/10/2018 12:39	You will have to register first by the looks of it but seems the link is this one: Https://www.progressive-research.com/research/capital-markets-day/	lauders	Read Full Thread Reply
15/10/2018 14:00	Have you got a link Martina	amt	Read Full Thread Reply
15/10/2018 10:21	Calculating the value of ZOO's IP is subjective and depends on so many things such as how they eventually decide to deploy it. If they decide to only be a service provider in the localisation market, then I would say that they can carve out at least $50m of revenue in say 2 years' time and, assuming a static situation of no further investment in new innovations, at least 20% margins, ie $10m PBT, and hence a valuation in the range of $100m to $130m on a very conservative, no-growth, recurring-revenue basis. If they decide to be a technology provider in the localisation market, then we're talking lower revenue but typically 80%+ margins excluding ongoing R&D investments in future products. If they end up licensing to a lot of the major content providers around the world, this would be reflected in the valuation.	bakunin	Read Full Thread Reply
15/10/2018 08:48	Good positive write up by Progessive Equity Research on Zoo Digital following the Capital Markets Day. Well worth a read IMO.	martina pescatore	Read Full Thread Reply
12/10/2018 16:28	Agreed. If you come back here on Monday and tell me what that is I'll be very happy. You've got the whole weekend to do it.	gerdmuller	Read Full Thread Reply
12/10/2018 16:13	Therefore the IP is what needs to be valued rather than valuing Zoo on pure financials. Hence looking at pe ratios is not that constructive. We need to calculate value of IP and then add that on to the valuation derived from financials	amt	Read Full Thread Reply
12/10/2018 12:33	martina It is more a case of the trend that it will set in the industry than the value of the revenue. The deal is for "managed services" a/c to the pdf that someone posted. To me, that means that ZOO provides the "infrastructure" and the OTT provider gets on with sorting out all its localisation needs, possibly partially with ZOO but what it gives them is the flexibility to use ZOO's technology but not get tied into dependency on ZOO for providing all its ongoing needs. That makes a lot of sense for the OTT provider and is something that ZOO are going to be facing quite often. Content providers will be wary of loading up on ZOO when they can see that this would represent massive growth for ZOO and they could merely be part of a stampede by many others to put work ZOO's way. The solution to this, as I have regularly stated and makes sense from both ZOO's point of view and the providers' point of view, is to licence the technology infrastructure from ZOO and leave flexibility to dole out the ongoing localisation work to whoever or do it themselves etc. This is partially what is happening with the affiliate network, although these are currently niche situations. There are much bigger deals to be made. ZOO flagging this Mexican deal is a major development imo. It indicates that they have quite a bit of dubbing experience already under their belt and that the underlying plumbing (ZooCore workflow and all the bits and pieces that they have announced in the last 2 years) is robust and well on the way to being productised (ie they are already some way down the experience curve with the affiliates making their own use of the platform). Personally, I am invested in ZOO in the expectation that licensing will be the end goal. The margins would be significantly higher and the recurring nature of the revenue streams would be substantial. Switching costs for those licensing ZOO's technology would be high and ZOO's technology is proprietary and not standards-based. This is the stuff of gorilla investing and today's market cap would be a small fraction of what it would end up being if this came to be. One future strategy could be to split the company into two. One a pure tech company providing the tech infrastructure and the other a service company obviously being a licensee of the other. I think the market actually wants a fragmented supplier base, so this could make sense.	bakunin	Read Full Thread Reply
12/10/2018 10:36	Thinking some more about the potential for “managed services contract has been signed with a major Mexican OTT provider”, this could really be a very significant moment in the transition of Zoos localisation business. As we can see by the increase in the number of employees/freelancers on Zoos Linkedin page and as announced by the company, Zoo have been increasing their freelancers (voice actors, translators, dubbing directors, sound engineers) and building out their capacity to deal with larger volumes of dubbing work, and other localisation services. And we know that the Zoodubs technology has won awards and that customers have been impressed with the speed and efficiency of Zoodubs. We also know that Zoo will price it (dubbing services) at a price point where the customer can see value in the proposition and by this we expect that it will be a bit cheaper than other methods, but a lot quicker and more user friendly, and just as good if not better. We also know that Zoo have recently employed ex-Disney creative director Raul Aldana. Raul Aldana joined ZOO after 20 years with Disney to help expand the new dubbing service in Latin America. With a wealth of impressive credentials – his final project with Disney helped the Mexican version of Coco become the country’s top-grossing film of all time – he is helping to steer the future of the service. On Zoodubs, Raul Aldana has said “Cloud dubbing is how dubbing services would have always been done if ‘the cloud’ had always been around.” Go look at this great article… hxxps://www.broadcastnow.co.uk/tech/a-game-changer-for-dubbing/5132588.article?__hstc=148087720.906a4cacb13dd9a58a0f0685c91e8af1.1483533842441.1539169266182.1539242865283.678&__hssc=148087720.1.1539335906011&__hsfp=2990436509&hsCtaTracking=3a0b04ed-c116-4e18-8536-6eb9f8a2259a%7Ce498c568-ad7b-4963-b37b-6ccdc67641a6 In my mind it therefore follows that Zoo will likely experience strong demand for cloud dubbing services and remember that as it brings down the cost of dubbing, then dubbing becomes much more cost effective and therefore demand for dubbing increases, as historically it has cost 5/ to 6 times as much as subtitles. Therefore, any such managed services contract with a major OTT provider, which I expect to be signed otherwise why mention it, could well be the first of many and could add quite significantly to revenues, especially if it is for a package of localisation work (subtitling, scripting, dubbing, etc.). The customer benefits from the one-stop shop capabilities of Zoo and from cost savings and speed of service, whilst Zoo is likely to benefit from the additional work/revenues and greater revenue visibility. If/when any such deal is announced it would be very interesting to see the details and the market reaction. NIA and DYOR	martina pescatore	Read Full Thread Reply
12/10/2018 10:28	In the short term a company like this will always be driven more by perceptions than fundamentals. That’s why I like it. If you look at what has happened in the last month when the share price was much higher then you will see not a lot. Short term perceptions have changed but they may have been wrong anyway, but the long term financial state of this company is practically the same. Guidance has not changed and in fact the analyst has raised the target price. The main thing that did change was that the company did not match some people’s over optimistic views of short term prospects. Those that believed these would never face problems or setbacks were living in a total fantasy world. If you look at the chart of any company like this you will see periods of extreme negative and positive perceptions. These are no different but profitability does seem to be coming. As a starting point. To get on a fully taxed eps of 5p these would need to make pre-tax profits of about £4.5m. So you could see a growth company like this then trading on a PE of 30 to 40. If not they may be taken out.	gerdmuller	Read Full Thread Reply
12/10/2018 09:50	First Derivatives plc Won the best technology award at AIM awards.	newera1	Read Full Thread Reply
12/10/2018 09:33	Any believers who were lucky/prescient enough to sell before/during the fall will now be able to almost double their holding for the future. That would lead to a big shortage of shares eventually as the free float isn't that enormous.	bakunin	Read Full Thread Reply
12/10/2018 09:16	"Major deal signed with major Mexican OTT provider" to look forward to. It would be very strange to mention it if they weren't sure of the deal getting signed. The beta and alpha testing phases must have been completed and it's just the contract details being negotiated imo.	bakunin	Read Full Thread Reply
12/10/2018 09:10	so who won the best technology award?	gerihatrick	Read Full Thread Reply
12/10/2018 08:56	Zoo didn’t win that sadly, martina but a consolation prize, it won ‘best performing share’.	newera1	Read Full Thread Reply
12/10/2018 08:49	Who's this 'god' bloke ??	mikemichael2	Read Full Thread Reply
12/10/2018 08:49	I think Zoo Digital won the Best Technology award at the AIM-Awards 2018 last night. Well done to everyone at Zoo.	martina pescatore	Read Full Thread Reply
11/10/2018 15:18	Disappointing that the collapse in share price wasn't much greater. Will need to hope for big collapse tomorrow to buy some more.	amt	Read Full Thread Reply
11/10/2018 09:11	From the Capital Markets Day presentation document on the Zoo website, page 39 indicates that Zoo are in discussions with a major OTT provider in Mexico to offer managed services. The three largest OTT providers in Mexico are: 1. Netflix; 2. Claro Video (America Movil); and 3. Blim (Televisa). This is very interesting development I think and would be an apparent opportunity for Zoo to perhaps take on all (or a lot) of the localisation work (subtitling, dubbing, scripting, etc.,) for one OTT provider. This may only be for a certain territory, but could also be wider afield. (Certainly, the overlap of US content and content available in Mexico makes this a fairly sizeable market I imagine. Mexico is in fact the largest OTT market in Latin America.) Any of these options would likely lead to a good business opportunity though. As Zoo are now a one-stop-shop for the localisation services that OTT providers need, then Zoo could potentially replicate this elsewhere, if successful. I can certainly see it as an attractive option for the OTT providers who can release their content much quicker, more cost effectively and securely of course. If Zoo can become a provider of managed services to a major OTT provider then I can see this having a potentially great impact on the perception of the business and what it could grow into. I have found an article stating that according to Digital TV Research, OTT service revenues in Latin America is expected to double in the next five years, reaching $2.91 billion by 2020. This short article is also interesting about the strong demand for OTT video in Mexico hxxps://www.rapidtvnews.com/2018033051506/netflix-claro-video-lead-latam-ott-conquest.html#axzz5TbbnDLCA I expect many know a lot about Netflix, so here is a summary of Claro Video (America Movil) and Blim (Televisa): CLARO VIDEO Claro Americas is part of América Móvil, a Mexican telecom group serving clients in Argentina, Brazil, Chile, Colombia, Costa Rica, the Dominican Republic, Ecuador, El Salvador, Guatemala, Honduras, Nicaragua, Panama, Paraguay, Peru, the United States, and Uruguay. BLIM Blim is the streaming platform of the Televisa Group. Released in Q1 2016, the service is available for all of Latin America (Mexico, Colombia, Argentina, Costa Rica, Panama, Chile, Peru, Venezuela, Ecuador, Guatemala, Bolivia, Honduras, Paraguay, El Salvador, Nicaragua, Uruguay, Belize). It offers original series, telenovelas, animation and international content. After Televisa witnessed the growing success of Netflix compared to cable television, they decided to withdraw all of the Televisa content from Netflix and create Blim, a “Netflix like” SVOD platform, with the goal of keeping subscribers on their own platform. It owns productions of Televisa, as well as titles of creators and distributors like Walt Disney Pictures, Paramount Pictures, Metro-Goldwyn-Mayer and BBC. On the whole, I believe it would be a very interesting development which in the medium to long term should be very beneficial for Zoo. NIA and DYOR	martina pescatore	Read Full Thread Reply
11/10/2018 09:10	good point allstareva, very good point. Lorra fair weather investors in this market.	steptoes yard	Read Full Thread Reply
11/10/2018 08:37	Too late, it's already crashed.	mikemichael2	Read Full Thread Reply

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