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
  +0.00p +0.00% 90.00p 89.00p 91.00p - - - 0 06:30:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 13.1 0.4 1.9 50.1 66.41

ZOO Digital Share Discussion Threads

Showing 29451 to 29474 of 29475 messages
Chat Pages: 1179  1178  1177  1176  1175  1174  1173  1172  1171  1170  1169  1168  Older
DateSubjectAuthorDiscuss
21/5/2018
12:38
There's a little pocket there - should be a reaction
panic investor
21/5/2018
12:33
You'll probably get it at this rate PI
volsung
21/5/2018
12:26
Still waiting for 83 ish
panic investor
21/5/2018
12:23
Taking a wee breather here or something more sinister? I'm holding on as I sold in the past on a dip around the 50p mark and bitterly regretted it. the oul share game is never easy!
volsung
21/5/2018
09:05
While reading some articles I got some thoughts on the Disney-Netflix competition going forward, and how that can influence the localization market. Disney has a lot of content on Netflix, mostly for kids. I don't know exactly how much but if I take a quick sample from some
tkamp
19/5/2018
13:26
Europe's largest commercial tv company, RTL, will "invest heavily in video on demand", including original content. New VOD platforms have been launched in Hungary, Croatia, and Belgium this year already:hTTps://www.hollywoodreporter.com/news/european-tv-giant-rtl-pushes-vod-as-profits-slump-1112735Should provide further demand for localisation services from companies such as Zoo.
mr. t
19/5/2018
08:16
Steptoes Yard, Hydrus, thanks for your comments.Hydrus, I get your point and agree on not overdoing expectations. it's still nice to know that three bits of data - employee/freelancer linkedin numbers, extrapolation of last years sales, and CEO comments - show revenue growth of almost double is not out of the question.
mr. t
18/5/2018
22:03
Personally, I really can see Zoo achieving revenues for the year 2018-19 in the range indicated, from circa $50M to $56M. But my opinion doesn't really mater a jot in reality. Even if the achieved revenues in the range from $40M to $45M and I was widely wrong, the growth in revenues would still be very good, YOY. The important thing for us, as investors, is what would this do to the value of the shares? What are the risks that Zoo only achieve revenues in the lower range ($40M to $45M) and not the upper range ($50M to $56M)? Would this be bad for today's share price? Would revenues in the lower range ($40M to $45M) likely result in a higher share price and mkt cap compared to toady's price? What are the risks and rewards associated with the lower range target and the upper range target. Obviously, the risks of hitting the lower range target are lower than the risks of hitting the upper range target, but the rewards are also lower. However, there would still be rewards, IMHO, as if revenues for the year 2018-19 were say $42.5M and Zoo had 15% EBITDA margin this would indicate EBITDA of circa $6.375M (£4.7M) and the company would be profitable clearly and cash generative. Let's say PBT of £3.5M and on a PE of 30 (too low with growth in excess of 30% IMO) this gives a projected mkt cap of £105M (140p per share with 75M shares in issue), ignoring cash in the Bank (nice to say that) and ignoring CLNs (these will likely be exercised/exchanged for shares at the agreed 48p and the debt will go as new shares are issued at some date in the future - 2019 I think - resulting in some dilution to shareholders but lower finance costs and therefore higher profitability going forward). IMHO, this is likely to be the lower end of my expectations for the current year, based on what we know to date and the clues and evidence in the market. I am happy with it, the risk:reward, that is. Put £3.5M on a PE of 40 and we have a projected mkt cap of £140M (186p per share with 75M shares in issue). This would be the next worst case scenario, in my projections. Pick any number of ranges and PEs and the options are endless, but the above is a starting point to give me as an investor an idea of the value (in my mind) of the shares that I hold or wish to buy today. I think the risk:reward is attractive. Notwithstanding the above, the fundamentals in the localisation market and the guidance and statements from the company all point to either good or very good / strong revenue growth, on an number of fronts (zoosubs and zoodubs) for at least a few more years yet, if the company continues to execute their business plan successfully. In respect of pricing, Stuart Green has said on the record that their customers/clients are requiring higher quality of service (subtitling and dubbing, for instance) and that this raising of the bar is increasing prices across the industry. Therefore, the perfect storm of increased demand and a shortage of supply, and increased quality and increased price levels surely means increased revenues for Zoo. Then add any competitive advantage they might have via their technological innovative approach, surely means strong revenue growth and strong profits growth. I could be wrong, however even the less strong growth, as indicated above, is likely to be rewarding for shareholders at today's prices? When we also consider that Zoo are still at a fairly low-mid starting point in respect of subtitling and at the start point for dubbing (it would appear), then there really is much growth to be had, in my opinion, especially when you consider the size of the markets and the way that the localisation market is moving/shifting. As always, NIA and DYOR
martina pescatore
18/5/2018
17:20
Demand outstripping supply says it all really. That should give very good pricing in addition to spectacular growth.
amt
18/5/2018
14:05
Good post Mr T. I prefer not to build too much expectation into revenue forecasts at this stage as I don't think we can really tell whether growth will continue at the rate it did last year.I have a large holding here with an 11p average so happy to be proved wrong.
hydrus
18/5/2018
14:04
Legacy work may decline more quickly (but would still be way north of $5m) but otherwise don't oppose the methodology applied..
steptoes yard
18/5/2018
13:53
Regarding growth projections, there's some insight to gain from the last trading statement: hTTps://polaris.brighterir.com/public/zoo_digital/news/rns/story/x59zvpr 2017 revenue will be at least $28m, of which subtitling and dubbing is 74% or $20.7m. That leaves $7.3m of legacy work (software licencing and digital packaging). 2016 revenue was $16.5m, of which subtitling and dubbing was 52% or $8.6m. That leaves $7.9m of legacy work. So subtitling and dubbing grew by 141% from $8.6m to $20.7m. Legacy reduced by 8% from $7.9m to $7.3m. If last years' trend continues, subtitling and dubbing will increase again by 141% from $20.7m to $50.0m. Legacy work would reduce to $6.7m. Total 2018 revenue would be $56.7m. Worth noting that 2018 revenue could be higher than $28m (Zoo said at least $28m). If it outturns at $28.5m then subtitling and dubbing growth is 146%, and the continued trend would lead to overall 2018 revenue of $58.8m. A key question is, will 2018 subtitling and dubbing growth be less, the same or more than 2017 growth? 141% growth is a crazy high expectation for sure, but then I can't think of many good reasons why growth should slow given the booming localization market combined with Zoo's scaleability & competitive advantage. A fair point could be that last years' subtitling growth was from a small base and will be hard to match, and dubbing won't take off materially for another year. In short, although Martina's revenue projections of $50m to $56m sound optimistic, extrapolating the last trading statement into next year supports her view. I'd appreciate views if you think the above analysis is flawed - have I made an error, will subtitling/dubbing growth slow, or will legacy work decline quicker (though this only makes a small difference)? Or something else?
mr. t
18/5/2018
12:43
An initial summary of yesterday's SlatorCon London conference is online and gives a snippet of Stuart Green's presentation: "One of the fastest growing industry verticals currently is media localization and Zoo Digital CEO Stuart Green confirmed in his presentation that “demand is outstripping supply”." hTTps://mailchi.mp/slator/slator-weekly-18-may-2018?e=200d006c93
mr. t
18/5/2018
09:43
Thank you.......interesting battle between subtitles and dubbing. Zoo at the centre
lasata
18/5/2018
09:42
Thanks Homebrew. For what it's worth, my take on ZOO is similar to Mr T's in that ZOOdubs will take time to generate significant revenues. ZOOsubs is growing very fast and should generate very good revenue growth in the short term.I enjoy Martina's posts but no offence take the revenue and profit projections with a hefty pinch of salt. Just a bit too optimistic in my opinion. Overall though the big picture is this is a tiny £65m Mcap company. Generated cash profits, growing very fast organically and with exciting new products. The future is bright.
hydrus
18/5/2018
09:20
Interesting Netflix/dubbing article on page 3 of The Times today if anyone can post it on here for discussion?
lasata
18/5/2018
09:08
I have had enough of this nonsense. Go up you brute!
volsung
18/5/2018
06:17
Verulamium, there are few dubbing directors/voice actors on LinkedIn saying they work for zoo that I've seen. The employee/freelancer increase is translators, quality controllers, subtitle project coordinators.It makes it look like dubbing is still in its start up phase.Another explanation is voice actors and dubbing directors see themselves as independent, or more affiliated to specific shows, and don't say they're working for Zoo on linkedin. That may true but I think it likely that Zoo's short term sales growth is mostly subtitling, with dubbing the medium term prize.
mr. t
18/5/2018
06:03
If you go on a few profiles for independent translators, you will see they all for multiple companies at anyone time. I suspect many are signing up to the Zoo platform because they want to learn about it and be available for work (positive) but probably arnt getting work yet as these people arnt hired with a specific project in mind (negative). If possible one should track dubbing project managers working at Zoo. That would be the best indicator.
brokenbuckles
18/5/2018
05:11
Verulamium I don't fully understand what you are saying. The fees charged presumably equate fairly closely to the amount of time spent by individuals plus a mark up. Are you saying that people on the books are not on average doing similar amount of work. The point you make about some films needing several voices would result in a higher fee presumably. It's possible that the relationship between numbers of people and work done is actually higher than one to one. The only way to test it would be to go back in time and try and match it to historic results but the new Zoo business model is too new really. We will find out with the next set of financial. You may be correct however because the predictions being made are way ahead of my own feeling for turnover based on market expectations etc. The subtitling ticker has been fairly static now for some time but that probably doesn't matter since its dubbing that really matters going forward.
amt
17/5/2018
22:08
A 100% increase in freelance employees on their books won't equate to anything like 100% increase in work being done. With subtitling, any one of their Spanish translators can make up the Spanish subtitles (though presumably some have specialisms). With dubbing, they need the right voices for the right film. I'd imagine that the subtitlers are doing much more work than the voice actors. Also, apart from documentaries, presumably many of the projects need several voices rather than one subtitler. On the other hand, the dubbing work is of course much more lucrative, and it's certainly good to see the huge growth in people working on it.
verulamium
17/5/2018
19:04
Blimey full year revenue of 56m. If they got that the share price would be 4 or 5 quid if they reached that sort of number. I was looking at 35 to 40m. I suppose its possible but that would be stratospheric growth and if that continued we would be looking at a billion dollar valuation in a couple of years. All very exciting but perhaps getting a bit carried away.
amt
17/5/2018
17:21
Martina, if we get good news in July on the indicators you mentioned then I'll be pleased.
mr. t
17/5/2018
15:39
Great post Mr T Following on from my post number 5564 on 10 May 2018, I have also noticed that the ‘LinkedIn̵7; website shows that the Zoo employees numbers has today reached 676, which is 10 (1.5%) higher than the 10 May 2018 (one week ago) figure of 666 employees, and which is 29 (4.48%) higher than the 20 April 2018 figure of 647 employees; whilst it is 52.9% higher than the 23 Oct 2017 figure of 442 employees 9this number is the closest I have the H1 end to 31 October 2017. See also post number 5478 for previous figures. The continual increase in the number continues to be a strong indicator IMO of where the company revenues are heading and is extremely reassuring for me. IMO we can expect an serious upgrade on price targets from Finncap based on the success that Zoo appear to be having in adding to their freelancer and employee numbers and by implication, therefore, to there likely revenue stream. Taking the growth rate from Mr T's post above, a circa 100% increase in six monthly and annual revenues would indicate H1 2018 revenues of circa $25.4M (H1 2017 $12.7M) and full year 2018/19 revenues of circa $56M (FY 2017/18 minimum $28M). I would not be disappointed with anywhere within 10% below these numbers, i.e. projected: H1 2018 = $22.9M to $25.4M, and FY 2018/19 = $50M to $56M. Full year results for FY 2017/18 are to be published in week commencing 2 July 2018 (circa 6 weeks from now), when we should get a good indication on how the company has been trading to date during the first half, if we don't get an update before then. The crucial indicators for me will be: revenues growth, as expected?; confirmation again that the company continues to generate cash and is profitable; level of continued growth in demand for the zoosubs service; traction seen in the demand for the new zoodubs service; ability of the company to service the demand for the zoodubs service; demand for new products and services launched during the year; confirmation that the market backdrop within which their localisation services are positioned, continues to be very favourable and is still growing strongly. level of R and D into new products. NIA and DYOR
martina pescatore
Chat Pages: 1179  1178  1177  1176  1175  1174  1173  1172  1171  1170  1169  1168  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:41 V: D:20180522 06:28:40