Zoo Digital Share Discussion Threads

[gerihatrick] 19/2/2020 10:11

Subtitles don,t make much money, it is the dubbing where the money comes in.

[nicyts] 19/2/2020 09:41

Subtitles appear to be growing and activity map active.Number of jobs available for dubbing. All looking good.

[uknighted] 14/2/2020 12:03

From today’s Zoo Investor Newsletter ”Look out for our update on trading for the current year in a pre-close statement that we’ll issue in March ahead of our preliminary results that will be announced on 24th June 2020.”

[nicyts] 10/2/2020 08:52

Subtitled South Korean film winning best picture must be good for Zoo both in the short and long term.The streaming companies will no doubt be searching the world for similar content to be adapted and used.Zoo is clearly in a growth area.

[plok] 29/1/2020 17:53

Tick up on the SP, could the update be tomorrow! Frustrating lack of news from the company, when will they realise that PI’s are important and should be kept informed as well as the institutions.

[amt] 19/1/2020 08:23

I expect there will be a trading update this week. Had one in late Jan last year

[rambutan2] 18/1/2020 20:32

geriatric, thanks for that info.

[gerihatrick] 17/1/2020 10:52

I have just spoken to the company and the rationale is as follows. They have several US funds invested and Finncap are only covered for the UK and Europe whereas Stifel cover the UK;Europe and the US. Oppenheimer and Caboota are US funds who both have significant holdings.

[gerihatrick] 17/1/2020 09:33

I always wonder at the rationale for this-any ideas?

[uknighted] 17/1/2020 08:49

Change of Nominated Advisor and Broker RNS.

[martina pescatore] 08/1/2020 18:42

The careers page on the Zoo website has gone from 10 vacancies in November/December to 3 vacancies last week and back to 8 vacancies today. Naturally, normal staff turnover is likely to be a factor, but it is undeniable that there are wide variations in the vacancies numbers and that the company is operating in growth markets. What this will mean for the company revenues we will have to wait and see but I am of the opinion that the rewards outweigh the risks at these price levels. NIA and DYOR

[uknighted] 07/1/2020 09:13

Invesco reduce holdings by 1.3%.

[tkamp] 02/1/2020 08:30

On Zoo's website under 'financial reports' and then 'previous presentations' there is the presentation they gave to investors in NYC on 12 December. There's a page in there that states they expect to meet this year's market expectations. I don't disagree with your points of concern btw. I'm definitely not saying I'm 100% certain that Zoo will deliver this time, but management stating they expect to meet expectations so recently gives quite some confidence. The ticker performance lagging is a shame but at the same time management did state that H2 performance would be driven by improved business in dubbing, so it's very well possible that subbing lags but dubbing will drive overall growth for the group (+ digital packaging). I do agree that if Zoo fails to deliver again the market will run out of patience, but the significant fall in the share price of the last weeks, from ~90p to <65p (~30% decline) means the downside of disappointing results should be lower at this price-level.

[uknighted] 02/1/2020 08:25

In the first half of FY2020 our focus has been on securing primary vendor status with a major global media content provider. We are pleased with the progression of this relationship - our first major strategic customer for our cloud-based dubbing service - which we expect will bring better quality and visibility to our future revenues. Our work with this partner has enhanced our reputation in the market and is helping in our goal to become the leading next generation media localisation business. The financial results for the first half of the year are in line with expectations. Revenue fell by 4% to $14.2 million (H1 FY19: $14.9 million) due to an anticipated decline in legacy services: despite DVD/Blu-ray sales falling by 75%, excluding these revenues we achieved a 7% growth. Digital packaging revenues for OTT platform launches tripled in the period. This delivered a substantial increase in our gross profit from 33% to 41% and a more than doubling of EBITDA before IFRS 16 adjustments to $1.2 million (H1 FY19: $0.5 million). Interim results 04/11/19.

[amt] 02/1/2020 08:15

Didn't know they had stated they expect to meet expectations. Where is the RNS? Last update was in the interims in early November. Still 3 months to go and I haven't seen any evidence of the ticker increasing. Actually run rate is down. Not much recruiting going on. Last couple of years they have tended to miss so I have a feeling they will struggle again. Share price falling also. I suspect the market will run out of patience. I think things will get better perhaps much better but I want to reduce my risk and have some money to buy back in if the share price falls back again.

[gerihatrick] 01/1/2020 12:55

I think the recently appointed FD is a "conservative" guy and he will be confident in achieving their target and meet expectations. What I would like to see is more "preferred provider" announcements.

[tkamp] 01/1/2020 10:09

Any specific reason you expect disappointing financials for this year? Management recently (December, at the NYC conference) reiterated they expect to meet expectations for the current book-year, which implies a strong H2 (>35% sales growth YoY). Unless management is wrong that's a pretty good indication that financials will improve going forward

[amt] 01/1/2020 08:34

Sold half of my holding yesterday. I still think the potential is there but suspect another year of disappointing financials which will weigh heavily on the share price. Happy New Year

[gerihatrick] 26/12/2019 14:14

Disney and Netflix....not bad for starters!

[amt] 26/12/2019 08:15

I the year end round up Netflix is mentioned as preferred partner. So is the official confirmation of what we have sort of known for sometime.

[martina pescatore] 19/12/2019 21:28

Personally I think that a party is accumulating at a price where another party is happy to trade down their respective holdings. All very interesting to me though. NIA and DYOR

[plok] 19/12/2019 12:09

If Invesco had sold down it would of been notifiable I think!

[tkamp] 19/12/2019 09:14

Well it could be Invesco selling out, which wouldn't send a great signal. The counter-argument to that is of course that someone is also buying big chunks (perhaps Kabout is further building their stake?) but I can't help but wonder why Invesco would start selling down now, right before there seemingly would be improved performance at Zoo due to the Disney win. Or do they know something we don't?

[martina pescatore] 19/12/2019 08:13

Two 250,000 transactions yesterday at 70p. It seems to me like some interesting positions are being taken by somebody. NIA and DYOR