Zoo Digital Share Discussion Threads

[artey] 13/1/2007 09:56

Macca I emailed the content lounge to see if they used Des. I thought they were an authoring house but it appears not, although they do seem to have some clout in the industry.

This is what they sent back, for what its worth:

"We use different authoring companies specific to the project who use
different technology for each projects needs..."

Thanks

Paul Loram

[rob008] 12/1/2007 21:46

There's supposed to be six hundred thousand people going to quit smoking b4 the July 1st ban comes in. You should have that on your website and get advertising in bingo halls, get the number caller to promote you.

[artey] 12/1/2007 19:06

Cash you said you had avoided repo' What was in your email to Zoo? sour grapes and more begging?

[macca28] 12/1/2007 17:48

several more products coming out over the coming weeks,

[cashmagnet] 12/1/2007 15:54

do ya think they will put the content of a settee in my lounge after it was reposessed

[cashmagnet] 12/1/2007 14:49

has any one died due to waiting for zoo to get there thumbs out of there own ass?

[siwel100] 11/1/2007 21:27

I have absolutely no idea if Zootech will in any way be used in this game, but it does show an increasing interest both here and the states in the iDVD format. With Lara croft and SEG, we now have a second major games company dipping its toe.

LONDON (AFX) - Bright Things PLC said it has signed a worldwide licensing
deal with US-based video game publisher Electronic Arts for the right to
develop, reproduce and distribute an interactive DVD game based on "Tiger Woods
PGA TOUR 07".
The interactive gaming company said it plans to release the game into
various territories worldwide for the key holiday selling period in 2007.

Thats television co's, toy co's and now games co's with i.p's in the sector.

ps...wouldnt touch BGT with a bargepole but iDVD's are gathering pace.

[siwel100] 11/1/2007 21:21

Jacobjohn...It will be a far easier business to both understand and value going forward. Last year you had 3 cash hungry business's going in 3 different directions. This year there is a focussed,controlled and to a large degree fixed cost base business. The issue isnt expenditure or controlling it but income and driving it.
With clear product definition it just depends how forthcoming they will be splitting out and telling us the income by product/region. I imagine it will not be as defined as we would like for obvious commercial reasons, but we will for the first time be able to benchmark performance.
Thats when the beauty of niche software houses come in, after breakeven the big income drop to bottom line.
We will have to wait and see but am happy to let it unfold over the coming years.

(With cash in the bank,a growing user base for Zootech and now Sonic aping TAS, if nothing else, the intrinsic value of the company and patents are increasing)

[cashmagnet] 11/1/2007 20:47

you cant put a band aid on a cut shot wound

[jacobjohn7] 11/1/2007 18:15

dont disagree with this...
Another studio would more than cover the gap. As would international growth of the iDVD sector, or a good TAS takeup....or any combination of the above.....thats where newsflow will be important, be it attached to results or during the year.

But again we have to see how the US develops for example... and if we indeed get more TASees.

[jacobjohn7] 11/1/2007 18:12

sewil its been nip and tuck for a few years now... and its mostly always been expected profit at full year, then all goes quiet... FY profit is an issue, and is/was expected/touted again... but now looks in doubt again.. thats my point..
there are better factors ongoing for years down the road, where we might (god forbid) get our maiden profit....

[siwel100] 11/1/2007 17:46

jacobjohn....A loss at full year has never been an issue, possibly maiden F/Y profit but always likely to be nip n tuck. TAS wouldnt have any major impact be it released Jan 1st or March 1st.
The topline was always going to show a very substantial fall due to the comparison pre rationalisation. Then there are the unknown write offs that accompanied disposal of ZIV........but depending how they choose to write it, they could emphasise move to maiden second half profit, vastly reduced loss etc.....or they could just list figures.
Its when we move to the following half and then finals that the like for like comparisons start to swing positive in a major way.
But value is different from the trading results. Its currently cheap again, especially when compared to cash at hand + inflow from second half. They are currently trading at less than the cash they will have in the bank at final results imo.....that will be something that will trigger a degree of interest at finals.


The real importance of TAS isnt this year but to replace the ZIV income that will drop into this second half but will obviously only be minimal next year.
Thats a gap that will need to be filled. Its the main reason why delay of TAS isnt particularly important as long as they get it right and pick of a solid user base.
Another studio would more than cover the gap. As would international growth of the iDVD sector, or a good TAS takeup....or any combination of the above.....thats where newsflow will be important, be it attached to results or during the year.

It all comes back to how you value the company. With cash at final results going to exceed current sp, then the business is currently free. Will it eat money or produce it. I think the latter but each to their own valuation......if we get it right, the market will eventually catch up.
imo

[jacobjohn7] 11/1/2007 14:25

i would remove that now artey, wouldnt want the source to read it and dry up even further... the next major deadline for me was December, as the full version was always due for release in dec (until it wasnt of course). I know why its delayed as I asked the horse... its the ever changing evolutionary aspect of the 'revolutionary' aspect of disney asks for this bit adding, they work on that, meanwhile letting other bits slip like pulling the whole thing together, running around chasing their tails......, before december came and went, people were getting interested in zoo due to the pending release of TAS, in the hope of other news of take-up. this has now moved to March onwards to my mind, and just points to maybe another loss at full year. Which is another year with another loss. Maybe hopefully, 2007 will turn out better...

[jacobjohn7] 11/1/2007 13:29

OK fair enough artey, nothing really to disagree about there in your comments, its just my opinion that we still have some downside in the period between the Beta version turning into the Alpha version. And we will will not have any more deals announced around TAS until after March time.

[siwel100] 11/1/2007 13:27

Artey...I thought I had answered your question. At a guess I would suggest jacobjohn still holds all his old ZOO shares (probably), but has taken a healthy profit on the new buys during the recent 100% rise.
He is now looking to buy them back if the price bottoms near the 37-40p.
News is hoped for shortly but perhaps not expected immediately so a further drift is possible.
So he being very realistic about Sonic, he looks on the negative side, we on the positive.
I would trade it in exactly the same way.

But then again I may be completely wrong...such is the fun of amateur psychology when a share is drifting about and there is nothing concrete from a company to chat about.

[artey] 11/1/2007 13:15

You quite rightly state that Sonic have SPub already "out there", but Zoo have had TAS "out there" for getting towards six months already and being used to boot. All we have been told and are waiting for is that the "Final Version" of TAS was expected in December.

I agree with Siwel on this, Sonic have jumped in with SPub just to get a presence, do you think for a moment that they would openly state that theirs is the Final Version, I think not.

Neither do they state that it is being used, they do say its available now, and they make a nice play on words about developing it for Hollywood Studios but they dont say whether any of those studios have seen it,tested or used it.

The have only Launched it this week, TAS was Launched ages before it went out to the early adopters.

I know that Zootech have been pulling out all the stops over the last month working flat out on it, but sometimes you cant pull all the strings together at the precise moment you want to. You have to have a stab at saying when it might be ready, yes but to put something to market it has to be right. I imagine that the EA's are every bit as eager to get this Final piece of kit too.

[jacobjohn7] 11/1/2007 12:00

i dont think that zoo will be the multi bagger that I once thought it would be artey thats all. But Im not saying it wont do a 2-3 bag from here, in 2007 onwards, on the right news, ...albeit not as full a coverage as I must admit I did once expect. But at the moment with TAs delayed a qtr... another competitor product to TAS out there already. Not sensational idvd sales this year, and the chances of dropping the wrong side of breakeven (again) give us a bit of downside potential at present IMO.... which aint a bad thing all things considered if you have faith in the longer term aspect of zoos offer, as a more streamlined concern.

[jacobjohn7] 11/1/2007 11:46

and we would need about 4 products of the stature/sales of WWTBAM4 to make the the £1.5m required to meet the expectations.. its not going to be far behind expectations IMO, but having watched the BBC charts on dvd, and based on watching them previous years... and other charts, this hasnt filled me with alot of confidence. (i dont think they will have perfomed badly however)....
this is just me talking about whats been my thinking with zoo of late.

[jacobjohn7] 11/1/2007 11:40

artey, RE: TAS, if we get to my buying target, as I stated based on zoos other markets... ie: revenue from idvd products. There is still legs in zoo, dont get me wrong, I dont want to base any further investment on a hope and a dream though (we are always kept in the dark from zoo), Im not discounting any more TAS take up, it will be harder is my opinion, zoo have some things on the table at present which is safe, and I would be interested in shares at what i deem to be a bargain price, based on the not knowing fully the extent of market/deals, we have had a biggish delay on TAS for whatever reason, whichever way you look at it..
Additionally I have recently spoke at great length with APH about the idvd sales this year, and we came to the conclusion that the £1.5m expectations on zoo/ziv products are going to be on a knife edge... it would be intesesting to draw up on here (should anyone wish to) the products from zoo and there interpretations of sales of each this year, then x by £1.50 (conservative) per disc SOLD. As IMO WWTBAM4 has not performed anyway near previous years, so would put that down as maybe 250-300 units to start you off. I am just going through a sceptical period as the mention of profit was dropped alos in the results, (ive been here too long to miss that one).... 2007 could well be the year when it all kicks off for zoo, and I hope it is.. But we are still staring down the barrel of another potential loss this year...

[artey] 11/1/2007 11:31

Siwel did you deliberately miss my point?