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
  +4.75p +9.90% 52.75p 52.00p 53.50p 53.00p 48.00p 48.00p 840,864 15:13:52
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 13.1 0.4 1.9 28.8 38.77

ZOO Digital Share Discussion Threads

Showing 28376 to 28400 of 28400 messages
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DateSubjectAuthorDiscuss
18/11/2017
17:58
Next few months I would suggest martina, if the next results and/or trading updates show continued rapid growth.NAI
cyberbub
18/11/2017
17:35
The fantastic link above shows how reliant Netflix and their competitors are on localisation services. If a company like zoo can offer appropriate quality at a more cost effective price then Netflix et al will be beating the door to use zoodubs etc. We are currently at the beginning, or nascency as the company puts it, of the next stage of company development. I will be amazed if we don't see a doubling and again in the share price over the next year or so. NIA and DYOR
martina pescatore
18/11/2017
17:24
If Zoodubs became the preferred solution of Netflix and Amazon then I would imagine the share price would be pushing towards 1000p and we would be looking at a Nasdaq listing.We can dream anyway...
cyberbub
18/11/2017
11:29
Thanks Hitsha, really interesting article. Clearly highlights the scale and importance of localisation to the likes of Netflix and Amazon. The cherry on top would have been a little plug for ZooDubs but we can't ask for everything. Small steps and all that.
kcr69
17/11/2017
23:39
https://www.google.co.uk/amp/s/www.wired.com/story/netflix-stranger-things-global/amp
hitsha1
17/11/2017
23:33
hxxps://qz.com/1107696/how-netflix-translated-stranger-things-so-it-worked-globally/
hitsha1
17/11/2017
17:16
knighted No harm in repeating it on a daily basis.....well up until the next note and upgrade comes out!
kcr69
17/11/2017
17:01
I think this has been posted already, apologies if it has, but it was worth posting again. Zoo Digital Group | ZOO | 52.8 2.5 9.9% |Mkt Cap: 39m finnCap Harold Evans 6 pages Software image Revenue of $12.7m is in line with September’s update and confirms a strong H1, with sales growth of 63%. We lift FY18E sales from $21m to $26m (implying 58% y-o-y growth), while reiterating essentially unchanged profit expectations, reflecting greater investment than anticipated. We also introduce maiden FY19 forecasts and upgrade our price target to 97p.
uknighted
17/11/2017
16:46
Back to ten percent Friday again !Sicknote
s34icknote
17/11/2017
15:57
Should never have been down here. Back to the 60s next week
momentum1
17/11/2017
15:53
Nice bounce, not sure we can call it a recovery... yet.
cyberbub
17/11/2017
10:37
Thanks kcr .Yes hadn't thought of those outside isa rappers !Stitting tight at moment .Am now hoping to top up zoo with premier oil profits rather than other way round !Sicknote N a i
s34icknote
17/11/2017
08:58
The subtitling work is what drove the revenue increase in H1 and is providing the base for the move into dubbing.It was pleasing that the results stated that 'The pipeline for subtitling work continues to be consistently strong'.There are also subtitling QC jobs currently being advertised in LA and Sheffield suggesting that the subtitling work is growing.It would be good to understand how this reconciles with the ticker movement if anyone is speaking to the company.
mcfly79
16/11/2017
22:25
Hi Sicknote....did you mean bread and breakfast or bed and breakfast or bed and ISA or breakfast in bed with some bread! Not sure I can answer the matched trades element of your question but trades printed in black have nearly always been reported at bang on the mid price of the spread at the time they are printed. Not exclusive, but a large majority of these are broker worked trades to a price, which is why they are often reasonably large in size. Decent enough, albeit generally well known update from PMO today. Catcher FOIL in December and OPEC deal to Jan 2019 and you could be a very rich investor by the time driving season comes round again!
kcr69
16/11/2017
21:18
Nice post kcrDoes any one know what the trades are that are matched .Normally in black , going through in morning then around five pm ?Some sort of bread and breakfast trades ??Sicknote
s34icknote
16/11/2017
17:57
Great posts kcr - thanks.
mcfly79
16/11/2017
15:47
kcr69, thank you for your excellent and insightful posts.
mr. t
16/11/2017
14:08
amt, a 10-bagger from *today's* share price seems entirely feasible in 2-3 years' time IMO.... which would be a 50-bagger from its low of 9p...NAI
cyberbub
16/11/2017
14:06
I've been trying to forecast BTCUSD 1.58% patterns by looking at a straight trend line but decided to redraw it as a parabolic curve, which is basically what it is. Looking at this information hxxps://blog.forex4you.com/trading-the-parabolic-curve-pattern/ we can observe that we are now resuming the bull run after Base 4, which could be the last run before its sell point. Extrapolating the parabolic curve and the top trend line , it looks like they may meet at $9500-10k where I would expect it to be the sell point to cool off this parabolic rise.
senhormm
16/11/2017
14:05
Like BGO I have pencilled in this as a potential ten bagger.
amt
16/11/2017
14:01
great posts KCR Well worth the read
momentum1
16/11/2017
13:59
I dont see how a pe of 15 is overvalued for a company trading at less than 2 times sales. GP 60% plus and sales could easily double over next couple of years. Its all about short termism or taking a longer view. At the moment the market cannot make its mind up. I doubt share price will fall much further but hopefully it will and can buy more. I wouldnt object to a placing as minimum dilution and would take the schakles off and allow super charged growth for dusruptive technology.
amt
16/11/2017
13:49
KCR69 good post, i am here for long term, and happy with my investment,
hitsha1
16/11/2017
13:35
Trade Receivables While much has been documented about the increase in trade receivables and its impact on cash flow, I would put forward that this is in fact an extremely positive development. Until this half year, ZOO have had to rely on the use of invoice financing to fund their operational cash flow. I wont go into the detail of invoice financing (some specifics relevant to ZOO can be found in last years annual report on page 52), however in addition to it being a cost based means of cash flow management, it does not carry great credibility amongst clients. The fact that ZOO are in a position to carry such a higher trade receivables number, is testimony to the company’s ‘new found standing’ with its lenders given far greater fluidity in revenue receipts. For those questioning the validity of the above it is backed up by both a deeper analysis of debt interest, and endorsed by Finncap in their recent note. Finncap stated, “Importantly, we understand that ZOO’s working capital cycle and cash position is no longer affecting operations, as the company is using short-term debt when necessary”. In essence a short term overdraft facility. As mentioned, this is further endorsed when looking at debt interest. - Over the FY’s 2016/17 and 2017/18 ZOO have paid debt interest on the following; CLN’s, Insider Loans (Sara Green), Invoice Financing and Lease Financing - The Sara Green Loan and one of the CLN’s were repaid through equity in May 2017. - Zoo reported total debt interest of $221,000 for H1 2017 / 18 and $291,000 for H1 2016 / 17. - The CLN / Loan interest for H1 2017 / 18 was circa $138,000 (including a May 2017 cost of $12,700 for the closed loan and CLN) and $189,000 in H1 2016 / 17. - Stripping the above out of the reported interest for each year would give a remaining interest figure of $83,000 for 2017 / 18 and $102,000 for 2016 / 17. These remaining interest figures comprise lease interest and any remaining working capital interest payments. - It is my understanding that lease interest payments are increasing, however notwithstanding this it is fundamentally clear that ZOO’s interest payments on operational cash flow requirements have substantially reduced, and quite possibly by a dramatic amount (and all at a time where work in progress has increased by 60% over the corresponding period). The extent of the decrease will only really be shown in the full year report. This clearly backs up the theory, and Finncap’s note, suggesting ZOO now have the financial muscle and liquidity with the banks to operate on short-term overdraft facilities, as opposed to the high interest-bearing route of invoice financing. In summary, and as stated by the Chairman in his report, the interims presented were a highly robust set of financial numbers, both in terms of building a capital base for future expansion while maintaining profitability today, and moreover in achieving an operational cash flow position that is clearly going from strength to strength. There are clearly games at play currently, and make your own mind up with regards to how you position yourself within them, however don’t be fooled by those who will lead you to believe that ZOO’s recent financial interims were poor. They were anything but. For the record, and while irrelevant, I like many other knowledgeable posters am adding at these levels. If anyone would like a copy of the spreadsheet detail behind any of these posts, then please let me know and I would be more than happy to e-mail you the detail for further discussion.
kcr69
16/11/2017
13:34
Apologies to all the fantastic posters on this board who understand the following, and apologies also for the length of the following two posts, however I felt this needed to be said. There are clearly a number of chancers and speculators around the stock at the moment whose only apparent ammunition would be to try and put a negative spin on the H1 financials. While any serious investor in ZOO understands that the 2017 / 18 financial performance is of little relevance to the story unfolding in the business, the below shines a light on just how strong the 2017 / 18 interims were given the clear business focus on investing in sustainable high quality growth. I will focus on adjusted earnings, margin, trade receivables and debt interest. Adjusted Earnings There were a number of exceptional items in the H1 P&L, in addition to a negative FX adjustment. Re stating the accounts both this year and last year as adjusted figures with the removal of the FX adjustment, Share based payments and CLN conversion cost would give the following headlines. (All figures stated as $000’s) - Adjusted EBITDA $1,339 (2016 - $996) +34.4% v’s LY - Adjusted Operating Profit $604 (2016 - $320) +88.8% v’s LY - Adjusted Profit Before Tax $383 (2016 - $29) +1,221% v’s LY - Adjusted Earnings $605 (2016 - $285) +112.3% LY I won’t go into detail on forward estimates as this post is about the interims just reported, however 2 numbers for conjecture would be - Estimated Adjusted Full Year Earnings $883 (2016 - $178) +396% v’s LY - 2018 / 19 Estimated Full Year Earnings $4,320 Margin At 63.3% the gross margin surpassed my own expectations given knowledge of gross margin investment in both dubbing and a broader / varied subtitling client base. Of more interest to me was the administration cost expenditure (excluding A&D). At $6,719 (2016 $4,930) it represented an increase of $1,789 or 36% v’s LY. Clearly this was to be both expected and desired given the stated investment in growth. Of greater interest however was the cost represented as a % of revenue, coming in at 52.8% compared with 63.2% in 2016. This clearly demonstrates the leverage being achieved against operational assets even in a year of stated growth investment. I would estimate this dropping further to circa 46% in 2018/19. I will continue in a second post.
kcr69
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