Zoo Digital Share Discussion Threads

[aerotus] 31/1/2007 13:18

If Zoo goes bust, Cash will feel a hell of a lot better imo. And he may even move on!

[siwel100] 31/1/2007 10:34

Lurker2....Cashmagnet wont change, he is an obsessive. Posting on a bulletin board wont change what happened to him but its easier than grafting to get back on his feet.
He wanted to become an instant millionaire with Zoo, now blames the company rather than himself. Its a bit grown up to say its your own fault, move on and work hard to rebuild.
failed investor, failed hypnotherapist, no doubt it will be another "get rich quick scheme" next year. But he doesnt want to put the effort in, probably thinks he is too clever for such a nasty thing as hard work.
Basically he is one of lifes losers.....I feel sorry for the guy, he is trapped in his own little world. If Zoo succeeds or goes bust, it wont change the past or Cashmagnets future.

[lurker2] 31/1/2007 10:17

Cash, give it up chap. You're just making yourself look a bigger idiot by the day.

[rob008] 30/1/2007 23:19

Only a matter of time b4 more shares are issued I reckon, I'd guess 45 million or 95 million at 10 or 15 pence. I played that Laura Croft dvd game by the way, I thought it was absolute poo! No wonder it only sold 40,000 copies.

Bullseye is still the best dvd game! My fave dvd bit though is the guinness book of records one where a guy does the longest burp, it goes on for an eternity, worth a watch.

[artey] 30/1/2007 15:36

Has it struck you why Disney would want to pay as you go with TAS? Surely, potentially it could amount to more than the fixed annual license fee, unless they had also contracted to use the Sonic version alongside it.

[siwel100] 30/1/2007 14:04

APHZOMBIE...TAS was additional income and has little/no impact on final year results. To create a £2m negative impact on finals you either have to have monetary loss, monetary delay or just an intangible writeoff.
Considering the size of the negative impact then if monetary delay it would need to include the renewed Menu tool with no income dropping until after June 2007.
Ziv by itself was never that large an amount and it would be a reduced not nil item anyway. 3rd party income would be the same if figures are down, possibly -£500k max for both.
I have a feeling its mainly intangibles on the dog end of the restructure on ZIV, but nothing will be clear until results are published.

The thing that makes me smile is that I read almost exactly the same type of posts over the last 3 years, boots on the other foot now :)

[aphzombie] 30/1/2007 13:53

Depends which contract / software tool you're talking about. Menu Reg was first contracted Oct '05 by Disney on fixed fee/term. Renewal contract for Menu tool in Oct '06 was again fixed term but altered to usage-based royalty. ZOOtech is earning from Disney on this tool. However revenues from new contract for TAS won't begin in earnest until after March '07 'cos of delays. The latter could possibly be in very small way cause of amended forecast but the poor performance of iDVD has hit zoo with double-whammy (loss of income from ziv, loss of income from zootech).

[siwel100] 30/1/2007 13:11

APHZOMBIE....But if that is the cause of the ammended forecast it implies no Disney income untill the first half of the next financial year. That would be close to 12 months without usuage by Disney/income...that would be the "odd" thing.

[aphzombie] 30/1/2007 13:03

siwel100 - 30 Jan'07 - 11:08 - 2520 of 2524

... The mention of a Studio on "pay as you go" may mean a last minute switch by Disney from a fixed fee contract. But considering the contract is months old that is a bit odd. Possibly the contract was linked to TAS acceptance and for whatever reason that was the impetus to change.....or it might be an additional Studio, but without an RNS and considering the size of the + to - full year I would plump for the Disney contract (and may be the reason for a sudden recent departure).
---

The switch from fixed fee contract for Disney to "pay as you go" is not a last-minute decision. I asked the question at the AGM as to the terms of the new Disney TAS and Menu Regionalisation contracts and was told then (back last October) that the terms were switched to usage-based royalties from the previous fixed contract for Menu Regionalisation. I was told that this was why the RNS for the new Disney TAS / MR contract last October didn't contain any figures.

[siwel100] 30/1/2007 12:03

cashmagnet...The mistake you made was gambling your house and future financial security on a stock punt....anyone doing a similar thing would indeed be very wise to cut any losses. We are talking about investing not high risk gambling.

[siwel100] 30/1/2007 12:01

partridge....If I was trading it short term I would have been long gone at 60p+.....Yep, I had hoped to see the £300k profit at finals, it would have put it on a firm foot for recovery.
The new forecast certainly raises a lot of questions, some of which may not be palatable. But I have set it up for a 3yr trade, the risks have increased but not the potential gains.
If I have to eventually write it off against tax it wont have been a great decision, if it eventually comes good I will be smiling.
Not much else I can say really.

[cashmagnet] 30/1/2007 12:00

please all sell before its too late, dont make the mistake i made.

[partridge2] 30/1/2007 11:52

siwel just admit it you have got this one wrong. The first paragraph of your last post sums it all up. Fair value for this serial looser is 0p.

Its the ammended forecast that intrigues me. From £300k profit to £1.7m loss at the drop of a hat is an odd one. As half year already had £1.1m loss, it means in real terms a switch of +£1.4m second half has turned into a -£700k second half. In real terms £2.1m has disappeared.

Surley alarm bells are ringing lols!

[siwel100] 30/1/2007 11:08

The share price movement isnt that odd, it rose 100% on small volume....Its fallen more than that on profit taking , then the trading update/ new forecast.
Not concerned about the trading update, it doesnt make a huge difference. Its the ammended forecast that intrigues me. From £300k profit to £1.7m loss at the drop of a hat is an odd one. As half year already had £1.1m loss, it means in real terms a switch of +£1.4m second half has turned into a -£700k second half. In real terms £2.1m has disappeared.
Lower ZIV income is obviously one factor plus a mention that may indicate 3rd party iDVD income is lower but they do say overall iDVD sales are up so that one is confusing.
The mention of a Studio on "pay as you go" may mean a last minute switch by Disney from a fixed fee contract. But considering the contract is months old that is a bit odd. Possibly the contract was linked to TAS acceptance and for whatever reason that was the impetus to change.....or it might be an additional Studio, but without an RNS and considering the size of the + to - full year I would plump for the Disney contract (and may be the reason for a sudden recent departure). That would be a bit of a pain short term but long term it again shouldnt make much impact, just delays cashflow.
Trying to ponder this sudden switch in the forecast I think a very substantial chunk may be a non monetary write off for ZIV intangibles. Perhaps that is being hopeful but it does seem to coincide with both the timing and the size of the switch.
Should that be the case then the finals will actually be a lot lot better than many are expecting,im fact could show an increase in the current £1.7m cash on hand.
I see no real reason to break the mood of despondancy and certainly no incentive to start adding yet. The picture will not be fully clear until results and those are months down the line.
The share price is already below cash and if the price does become really silly then I will start adding just on a bet that intangibles are causing the forecast problem/Disney income just delayed. If the share price just drifts about in the 20p-30p range then I will be waiting.
One thing not to do is write off the company because the share price is down....its so illiquid, it can turn on a pin. If the company comes good the illiquidity will leverage the size of the gain....if it doesnt come good, then illiquidity makes little difference. It was a long term play for highly leveraged gains...still is.

[cashmagnet] 30/1/2007 10:57

1p soon and you know it

[partridge2] 30/1/2007 09:50

Looks about as bad as any stock on the market at the moment! Looks awful!

[partridge2] 30/1/2007 09:49

You all told me this would be £6.00 in no time I did say you were wrong lols!

[bodgit] 30/1/2007 09:28

I see the usual high standard of postings has resumed! Some of the postings are as pathetic as the share price performance of ZOO. Get a grip on reality. If you cannot afford to lose lots of or even all your money, keep away from shares. But if you do lose, for goodness sake get over it and move on - life is too short. If anyone here thinks they have a legal case against anyone at ZOO then go to law. End of rant. Good luck to all those still invested in ZOO and also to the remaining employees of the company.

[rob008] 30/1/2007 08:20

LONDON (AFX) - Interactive gaming company Bright Things PLC said it has sold
about 40,000 units of its recently launched game, Tomb Raider - The Action
Adventure, into the retail channel outside the US, adding that sales have not
been as high as it had hoped.
The company said it is looking to re-launch the game in the fourth quarter
along with Tiger Woods, development of which is progressing well. Bright Things
hopes to source a distribution partner for both titles in the US for the
Christmas market, it added.
The company continues to explore the potential of its 'Bubble' product as
its retail price had "significant" impact on sales, both adversely at Christmas
2005 and positively in the last quarter of 2006.
Bright Things added that the prospects for sales of its ASIC chips, based on
its patented 'Bubble Platform' technology, is positive.

[polanski] 27/1/2007 18:37

It was about Cash being sued by a prostitute for underperforming and then suggesting she didn't fake sufficiently in order not to pay. So no big surprises eh!

Pol