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
  -3.50p -5.00% 66.50p 66.00p 67.00p 70.00p 65.00p 70.00p 391,210 15:09:38
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 13.1 0.4 1.9 38.2 48.95

ZOO Digital Share Discussion Threads

Showing 28751 to 28775 of 28775 messages
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DateSubjectAuthorDiscuss
19/1/2018
14:39
mortal1ty - maybe you're right regarding ZOOdubs. We'll find out in the next couple of announcements from ZOO to see if customers are going for it as we hope. Like you, I take a longer term view so short term share price is unimportant (though of course it feels good when the share price of a company you've backed is rising)
mr. t
19/1/2018
12:55
Actually I suspect that Zoo's dubbing is probably only 90-95% as good in quality as a traditional studio-based setup. But its price will be WAY lower than 90-95% of such a setup... faster and more flexible delivery of dubbed output... and the 90-95% quality will be easily good enough for the vast majority of clients. Therein lies the massive opportunity for Zoo, if they can ramp up successfully....
cyberbub
19/1/2018
12:47
I think Zoo is entirely focused on scaling up Dubbing (ironing out software tweaks, hiring new dubbing directors, finding more voice actors). I think a dual US listing would simply be a distraction at the moment. Mr. T, I think its harsh to say dubbing is unproven. I think the market might think its unproven, hence why the market cap is only £50m, but in reality, the feedback from Netflix has been positive, and given the lack of spare dubbing capacity in a growing market, and the fact Zoo Digital has an equivalent quality (but quicker turnaround) and cheaper product, I suspect Zoo can take on as much work as they can handle from not only Netflix, but also other clients (which undoubtedly will come). The issue will be how quickly the dubbing business can scale (and whether mgmt. need to iron out any short-term issues before they can ramp). I dont understand profit-taking. I have more conviction in my ability to pick an outperforming stock on a 1-2 year view, then my ability to try and profit by trading in and out of it, so why bother.
mortal1ty
19/1/2018
12:42
Price on lower trendline, and close to historical support Added a few
bamboo2
19/1/2018
12:37
Difficult to tell. Perhaps it will rise again next week if the update doesn't materialise?Or maybe there is some info leaking that the update is not as good as hoped?If we had crystal balls :-)I continue to hold. Good luck to all the ZOOkeepers like me...
cyberbub
19/1/2018
12:19
Normally these rise into the Update and then retrace immediately after.
uknighted
19/1/2018
11:57
I suspect a bit of profit taking is going on, in advance of the expected trading statement... On another thought, I was wondering if people thought that if things go well, perhaps in a couple of years' time ZOO might seek a US dual listing?
cyberbub
19/1/2018
09:50
Verulamium, Mcfly79, thanks for the insight on the ticker. I ignore the ticker now as its growth didn't match the revenue growth and positive management commentary at the interim results. It would be nice to hear ZOO's business progress in a trading statement, and I expect the update to be good. However, I wouldn't be surprised if they also say the weakening dollar will effect short term EBITDA and EPS. If ZOO don't mention that, then I'd be delighted as it means they're meeting expectations despite the exchange rate headwind.
mr. t
19/1/2018
07:34
Thanks verulamium,I recently spoke to Helen and asked about the ticker slow down. Helen was unaware of the slowdown and confirmed that subtitling was going strong.Hopefully we'll get a trading update next week. Very interested to see the dubbing figures for the 3 months to December if they give them.Great posts recently Mr T, thanks.
mcfly79
18/1/2018
23:00
I asked ZOO about the ticker - whether it's accurate still, and whether we should be concerned about the slow down. They replied saying that it is accurate (though only accessing the database once an hour and extrapolating until the next hour, as we already knew). They pointed out though the danger in trying to convert it into revenue..."We are aware that investors try to extrapolate revenues from the value of the ticker. In practice, while there clearly is a relationship between the ticker and sales of subtitling services, the relationship is complex and dependent on the type of assignments that are being processed during each period". In particular there was a big job over summer processing a high volume of pre-existing subtitles from a back catalogue - so it sent the ticker into overdrive without bringing in vast amounts of money. So, assuming the work that's currently being done is the more standard full-fat subtitling there's no cause for concern (my interpretation, not their exact wording).
verulamium
17/1/2018
16:28
Nice post Mr T
cyberbub
17/1/2018
16:26
Bakunin - here's why I think Zoo should continue subtitling: 1) Subtitling makes money. At the interim results presentation, Stuart Green said subtitling rates are rising due to the increasing quality & speed requirements. Helen Gilder (CFO) said they expect to get 15% EBITDA margins, and management options are dependent on that target. 2) The opportunity is growing. Stuart said in that same presentation that if Zoo only continued with its current offering to current customers, then they could grow that business at 100% per year for some time to come. 3) Customers value subtitling & dubbing together. A content producer would rather go to one company to deal with all localization. 4) There are synergies from doing both subtitling and dubbing at the same time (e.g. translation, workflow management, sales). 5) Zoo's subtitling business is mature(ish) and proven. The dubbing business is unproven and risky at this stage. 6) Do we have evidence management time is distracted? Personally, if I was working at Zoo, I'd be inspired and motivated by disrupting the whole localization industry rather than one segment of it. Plus I'd have a good eye on the share price growth that I've helped make happen, and my shares & share options.
mr. t
17/1/2018
16:06
Great article links Mr T. A very interesting read. In the presentation video on the Zoo website, Stuart Green has stated that due to the global demand for localisation services and the requirement for increased quality, costs and therefore rates, have been increasing. Therefore, Zoo are not aiming for the 'high volume and do it cheap' work; which is reassuring and works very much in favour of revenue growth for subtitling alone. The articles above are also further evidence of the issues that the content owners are facing and illustrate that Zoo know how to (and are) solve these issues, as do/are some of their competitors. However, with the growth in demand there is likely to be much growth in demand for Zoos localisation services for the foreseeable future. The market backdrop within which Zoo are operating is, IMO, one of the most important factors here, as an investor. The strength of Zoos technological offering is of course another. Reassuringly, the company is also making the right promotional and marketing noises in industry journals and via twitter, as well as promoting themselves at indutry events, which for me is all an indication that they are doing what they said they were going to do during the next phase of growth and roll out of the dubbing services. I am hoping for a very confident and strong trading statement within the next few weeks, or perhaps any day now, given that we are into mid January 2018 already. NIA and DYOR
martina pescatore
17/1/2018
14:47
Subtitling may be lower priced but it's still a useful baseload revenue, assuming it doesn't take up disproportionate management time.
cyberbub
17/1/2018
14:43
Regarding rates for subtitling. Zoo twitter feed had this on Jan 10th. hxxps://t.co/NTVvhdn8oc Scroll down the page for the rates for ads. Zoo are offering a 1 Hour turnaround for subtitling ads 24/7. If they are achieving this sort of level of turnaround service with competitive pricing there ought to be lots of interest, including repeat business. Looking forward to the next company update. NAI
speleologist
17/1/2018
12:23
Mr T Looking at that pie chart showing dubbing to be 70% of the TAM vs 12% for subtitling puts the ZOO subtitling ticker in perspective. There are limited resources (translators, voice actors), so it would be wise for ZOO to channel the resources it has access to into dubbing rather than subtitling. Hence, we don't really want the subtitling ticker (if it is still working; I have my doubts) to be hurtling along. The capacity constraints point to the need for ZOO to work towards licensing out the technology (with much higher margins), rather than being a dedicated service provider.
bakunin
17/1/2018
08:43
I recommend reading BTI’s CTO Robert Holmstrom’s p.92 article in the M&E journal on the growth of the subtitling and dubbing market. I see BTI as a strong competitor to Zoo who are also using technology and growing fast. There is one clear difference, BTI use studios for dubbing. Last Friday they announced the opening of a new 12000 sq ft studio in LA which “will include custom-built dubbing studios to enable dubbing, voiceover, video description, QC and mixing to be produced on-site.” hTTp://www.btistudios.com/latest/2018/01/11/bti-studios-expands-premises-in-la/ My view is there’s plenty of room in the fragmented, growing dubbing market for both BTI’s and ZOO’s business models. ZOOdubs must be the more cost effective solution once they’re up and running as brand new LA studios can’t be cheap overheads to invest in. It’s then a question of how much the content producers value the (diminishing) extra quality that comes from using a traditional dubbing studio.
mr. t
17/1/2018
08:26
Zoo’s CEO Stuart Green has written a 3 page article about dubbing industry disruption from p.82 of M&E Journal winter edition: hTTp://cdn.coverstand.com/40546/454654/84666e1c4927b0cc45f6bb4f157d1e0437195053.1.pdf Zoodubs has a one page advert on p.29. I like the style of Zoo’s communication. On the one had you have a technically competent CEO who can explain the rationale and details of what Zoo does and why they’re doing it succinctly. On the other hand you have a bold and simple advertising pitch that would attract me if I was looking for dubbing services. And it’s nice to see Zoodubs continued promotion, which suggests things are going ok.
mr. t
16/1/2018
18:52
Mr T Excellent research
bakunin
16/1/2018
12:25
In my opinion Zoo is a very long way from becoming on material tracker buying lists as a minimum market of around £500m is required. That said, a good trading update will definitely attract attention and encourage more watching.Rome wasn't built in a day and Zoo seems to be progressing very nicely. Hopefully the news later this month will evidence this.
jerseymike
15/1/2018
21:04
"The new normal". I like that phrase. And the company that's got the best technology to deliver the new normal is....
verulamium
15/1/2018
19:38
Some news on Zoo’s market and competitors: “Good times” for OTT in India: (Zoo have an affiliate relationship with Vista India and, from what I can see, Zoo also have relationships with local dubbers and subtitlers) hTTp://www.financialexpress.com/industry/technology/get-ready-for-good-times-ott-players-building-quality-content-to-snare-subscribers/1015217/ A competitor (SDL) trying to use the cloud to improve localization processes (just as Zoo have done for some time), but struggling due to the legacy IT systems and its current business processes: hTTps://slator.com/features/ceo-hernandez-on-how-sdl-is-preparing-for-the-language-industrys-new-normal/ All the news I see is that the subbing and dubbing market is big and growing, and that Zoo is two steps ahead of its competitors with technology. The only question is whether Zoo can capitalise on the opportunity - and they appear to be so far.
mr. t
15/1/2018
14:24
Also, looking forward, at what stage do others think that tracker funds / IIs will start to buy in volume if the mkt cap of zoo begins to get closer to £100M? Obviously some considerable way to go yet I imagine but could be closer on the horizon than I might otherwise think, especially if zoo give out a very positive trading update in the weeks to come. NIA and DYOR
martina pescatore
15/1/2018
14:09
The volume of trading in the shares and the direction of the share price indicates that buyers outweigh sellers and any news when it arrives will likely be positive, IMO. NIA and DYOR
martina pescatore
15/1/2018
13:51
Are they likely to spin a positive story at an investor road show and then subsequently bring out a disappointing trading update?
bakunin
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