Zoo Digital Share Discussion Threads

[scotty1] 04/1/2007 16:34

Ouch jj you sure know how to twist the knife when you've stuck it in ;)))))))

[jacobjohn7] 04/1/2007 16:30

PS: ANV... up 50% today... another few of those and will have my money back on that one!... thanks for tip BTW (another astounding company performance)>.lol.. Only joking,... sure it was in good faith, and hopefully they are now turning the corner...

[jacobjohn7] 04/1/2007 16:24

way i see it, and based on £1.5 m from ZIV/zootech products... then it will be close based on my estimates, and could go either way... based on £1.50 per title for zoo titles alone.

[jacobjohn7] 04/1/2007 16:22

'similar' to verbal response i had... scotty, but didnt seem in a rush to update which surprised me.. although will mention if way below/way above exp.

[macca28] 04/1/2007 16:08

so helpful of late, they were never like this before,

[macca28] 04/1/2007 15:48

a large percentage of the shares in issue, are in safe hands,
how many are actually in circulation?
has anyone done an audit yet? ;-)

[siwel100] 04/1/2007 15:01

APHZOMBIE...Actually I just think you are a bit thick.

eps 0.6p * 5,900,000 shares = £35.4k profit

Have no idea what you are on about with a "p/e based on a shareprice of 50.5p" Its a meaningless statement.

If you want to take your 0.6p eps * p/e 84.2 = 50.52p

Its scary that you post but can not use a calculator and gawd knows where you got the 300k from

It seems you are struggling enough already but to confuse you further. If the company did come in with £35k profit for full year, that would mean the second half would cover the first half losses. That would mean a cash suplus equal to the amount of the loan currently spent. That would mean the company is currently valued at cash that will be in the bank and the operation currently has an enterprise value of £0.......tough this investing business init :)

Actually I dont think they will come in with a full year profit of £35k, I think anything under a £250k loss will be an excellent result. Its an investment based upon the premis that costs are now under control and that there is a strong market for the suite of tools. Given that then it will be a ten bagger within the next 3 years. If not then it wont be. Not rocket science.

[siwel100] 04/1/2007 13:39

APHZOMBIE.....The company "total voting rights" statement was the first confirmation of share volume following consolidation, it came after my estimate. The rest is very basic stuff which I thought even you could follow......Zoo'ers never understood figs on the way down, dont tell me you wont understand them on the way up.
The estimate you seems to be referring to at an undiluted .06p eps suggests a full year profit at £35k with a p/e 90+ to produce a mkt cap at just over £3m
The figures I listed are not full year estimates but show the potential for fast share price growth even on a fully diluted basis once the company swings through break even and into profit. Its one of the nice things about software companies, once costs are covered a very high % of sales values drop straight to the bottom line. To keep things simple I didnt add back value of cash in bank but left it on a straight eps and p/e.

[aphzombie] 04/1/2007 13:08

SIWEL100: Have picked up your calculations (below) from your own ZOO thread:

Current market Cap £2.8 million
Finance raised £3.98 million
Shares in circulation 5.4 million
Loan conversion would increase circulation by 7.3m giving 12.7m .

£250k profit would produce fully diluted eps 2p
£500k .................................. eps 4p
£1m..................................... eps 8p
£2m..................................... eps 16p

Given a fairly aggressive p/e 20 considering growth potential:

eps 2p @ 40p sp
eps 4p @ 80p sp
eps 8p @ 160p sp
eps 16p@ 320p sp

-----

Could you please explain your eps calculations bearing in mind all eps forecasts that I have seen have been 0.6p on an undiluted basis on earnings of £300k as currently forecast.

Your eps calculations somehow achieve 2 pence eps on £250k on a fully diluted 12.7 million shares. (By the way, current shares in issue are 5.91 million. Don't know where you got 5.4 million from.)

You then go on to give share price based on "a fairly aggressive p/e of 20". Given that the 2006/7 p/e was a whopping 92.5 at an share price of 55.5p I am struggling to follow your p/e of 20 giving an share price of 40p based on eps 2p from £250k earnings (which even then is £50k less than current forecast).

[scotty1] 04/1/2007 10:28

Zoo Digital Group PLC
Report updated: 2nd January 2007

In October, Walt Disney Pictures licensed a Templated Authoring System for the automated production of DVD-Video discs for new and existing film titles - it also renewed for a further year its license for a Menu Regionalization Tool.

The interim accounts to September 2006 showed sales of £2.1 million (2005: £4.4 million) and pre-tax loss of £1.4 million (2005: £(2.6 million)). The company reported that sales of the continuing business, ZOOtech, were £736,000 (2005: £440,000) producing an EBITDA loss of £396,000 (2005: £(1.2 million)).
Research Standing
The January and February 2006 announcements detail the company's recent chequered past. However, ArmShare has a penchant for companies encapsulating their knowledge into tools with attractive value propositions - the first revenue from ZOO's tool was achieved in the fifteen months to March 2005 followed by significant growth in the year to March 2006. Developing sophisticated tools does take a long time and is costly. In September 2006, ZOO put in place a £4.2 million fundraising to refinance the restructured business - this is likely to be its last chance as an independent entity to show that it can build a profitable/cash generative business.

Company commissioned research accompanying the 2006/7 interim results published on 22nd December projects EPS of 0.6p for 2006/7 representing a P/E of 92.5 based on the share price of 55.5p at 2nd January.

[scotty1] 04/1/2007 10:16

Well jj I've asked a few more questions at zoo and with the replys I have
I,m quite happy to hold this time round ;))

[jacobjohn7] 04/1/2007 09:34

so that combined with a doubt of full year profit (again!) could see us trail back down to the bottom level of 40p region - short term.... (a target at which point I think I might buy some more)
2007 should be a good year thereafter. But still awaiting a couple of pieces to the jigsaw to even assure that one.

[jacobjohn7] 04/1/2007 09:25

...were still looking at TAS in this qtr (which is a delay... albeit not a long one), rather than the stated Dec, then the expected Jan.... But, nothing has indeed changed with business prospects they are honing the product via their first customer. (which will in turn be of benefit to other customers)
I personally will be a lot happier when full TAS hits the marketplace, as only then will we have newsflow of further take up of the software, and this further take up for me was the one factor that would DEFINATELY without any doubt take us into full year profit, but agree with sewil that the full year this year COULD show a small loss. Lets face it alot of the newbies who got in on recent march north, probably got in on the basis that TAS would be out in December, when in reality its looking like march now to me.

[philjeans] 04/1/2007 08:48

Good buying opp again - nothing's really changed; just perceptions of a few impatient, stale and thick holders.

[artey] 04/1/2007 08:17

Could be pleasantly surprised Aph, there are so many idvd prods out there that use des. Take a look at last weeks BBC charts, I know that only WWTBAM4 was the only des one in the top 40, but there are two in the Music DVD chart top 8, including NTWICAMQ2 at number 1.

[aphzombie] 03/1/2007 22:31

Strange thing for ZOO to say: "there are no long delays to TAS ... it is scheduled for release in first quarter of this calendar year" when all of their PR stated it was to be released in December'06. I guess it boils down to a play on words as to what they consider a delay (or a "long" delay as they have turned it).

Siwel100: It doesn't matter whether they have twice (or even 10 times) the amount of DVDExtra products this year than they had last year. Firstly it doesn't mean twice the revenues (and it most certainly won't be that) and more importantly it's whether it achieves the expectation they put into the market last April ie. £1.5 million. And based on last year's iDVD revenues for ZOOtech coupled with what I personally don't think were good sales this year, I reckon they're going to fall short of those expectations. And based on Stuart Green's warning the interims I reckon ZOO are nervous too.

[siwel100] 03/1/2007 18:56

Uzbekking...With those worries you should have sold far earlier and banked a very good profit. Even Diamante managed that.
But each to his own.