Zoo Digital Share Discussion Threads

[130407] 29/5/2007 08:27

Siwel

looks like you may be right about this. very illiquid.

Did you manage to find the %age holding listings?

must say Zoo seem to be doing things the right way, contract wins will send the share price higher.

[scotty1] 29/5/2007 08:20

Zoo Digital Zoo Agrees Mattel Contract


RNS Number:3286X
Zoo Digital Group PLC
29 May 2007







ZOO DIGITAL GROUP PLC

ZOO AGREES CONTRACT WITH MATTEL

ZOOtech, the wholly owned subsidiary of ZOO Digital Group today announces an
agreement with Mattel to develop several high-profile DVD games, including the
High School Musical 2 DVD Board Game and 1 vs. 100 DVD Game. ZOOtech's DVD-EXTRA
STUDIO develops complex interactivity in order to produce game-play true to each
property at the highest possible levels of quality and compatibility. DVD-EXTRA
STUDIO also provides the ability to cost-effectively localize game titles and,
most recently, worked on the production of the German, Italian, Spanish and
French versions of Mattel's original High School Musical DVD Board Game.

Clynton Hunt, VP and GM, Interactive DVD for ZOOtech commented "The interactive
DVD games will be developed using ZOOtech's DVD-EXTRA STUDIO. ZOOtech's DVD-
EXTRA STUDIO is ideal for automating the creation of interactive games that
require large question banks or extremely complex game logic. With DVD-EXTRA
STUDIO's integrated regionalization capabilities, Mattel can efficiently produce
localized versions of these same games for distribution throughout the world.
DVD-EXTRA STUDIO supports simultaneous creation of digital assets in multiple
languages and automates the previously cumbersome process of creating elements,
such as DVD menus. As much of the authoring process is automated, this results
in highly compatible and extremely reliable games."

Enquiries:

ZOO Digital Group plc Tel: [phone]
Stuart Green - Chief Executive Officer
Helen Gilder - Group Finance Director

KBC Peel Hunt Ltd Tel: [phone]

Patrick Booth-Clibborn

Weber Shandwick Financial Tel: [phone]
Chris Lynch/Helen Thomas



Notes to Editors

ZOO Digital Group ('ZOO') is an innovative software solutions company that helps
video publishers and rights owners maximise revenues and profits by exploiting
their content across multiple platforms, languages and territories. ZOO has a
portfolio of over 60 patents (granted or pending) and a depth of knowledge in
digital media processes which has few rivals.

ZOO's key products include:

Interactive DVD software - world leading tool for creating interactive DVDs.
Most of the interactive titles played on any household DVD player are made with
ZOO's software. Notable titles include 'Who Wants to be a Millionaire?',
'Question of Sport' and 'Madagascar - Animal Trivia Game'.

Linear DVD production software - technology to automate the production of linear
(movies & TV shows) digital media. With this automation comes a significant
reduction in time-to-value for the intellectual property, as well as radically
changing the economies of publishing back catalogues.

Multi-language production software - technology to 'localise' text that appears
in digital media. This software automates the localisation process for video
publishers. Previously, highly-skilled technicians were required to manipulate
graphical data. Now, with ZOO's software, text that needs translation is
extracted and replaced with corresponding translations - reducing time, errors
and labour costs.

Template Authoring System (TAS) - TAS has been designed to accommodate current
and future video-based technologies. By defining templates for different
platforms, alternative versions of the titles - such as HD DVD and Blu-ray Disc
can be quickly and easily created using the same system but different asset
data.

[siwel100] 28/5/2007 15:07

Entini....nope, stop triggered. They seem to have had some good luck for a change, hopefully they will prosper. Far too expensive to make it a buy but the easy meat has gone from the short imo.

[entini] 28/5/2007 15:02

Sorry o/t...Lewis are you still short VOG? You have gone very quiet on that thread.

[siwel100] 28/5/2007 14:28

INDOMIE...."A strong final quarter", the staged payments from the disposals dont kick in yet so it was better iDVD income than initially expected.
Convertible loan notes follow a standard format, the only reason they are used over straight forward investment are the income generated and tax efficiency if it all falls flat.
I appreciate you would like to believe that Zoo is somehow cursed to fail, but oddly enough they are now in a stronger position than they have been in recent years. No longer do they have the huge expenditure and major risk inherent in both games and publishing. They now have an easily controlled cost base, clear target markets and completed products. They also already have a major client in one sector and 100+ in the other.
With the finances in the bank, cashflow from both Disney and the iDVD sector and without the huge investment/risk cycle of the past, monies are no longer the problem they were in the "bad old days"

If it was still a hype and hope stock I would agree with you, but being amply financed and with a growing client base the "I hope it will fail" posts do seem a tad odd. Especially as despite its strong postion, it is still valued at less than cash. The time to be negative is at the pinnacle of an unsupported spike, not in the trough and following recent good news.
imo

[indomie] 28/5/2007 11:42

siwel

"Currently the company is valued at less than cash in the bank, personally I think it should be valued at 5m, thats 2m for the cash and 3m for the enterprise.....Hence the 2 pound share price".

Please read the RNS again, with Zoo the wording is everything!

"Further to the trading statement on 19 January 2007, the Group's performance is expected to meet revised market expectations for the year ended 31 March 2007 with a cash balance of £2.0 million at the year end".

THEREFORE £2M FIGURE IS NOW TWO MONTHS OLD....However, the update in Jan 07 stated "Following the refinancing of the Group in September 2006, a strong cash position of approximately £1.75 million on the balance sheet has allowed the Board to focus purely on ZOOtech, the technology division". This would suggest to me that some interim payment has been received from the disposed businesses, but as is always the case with Zoo this is speculation as shareholders are starved of information.

BTW Siwel have you read the terms of the loan note?

[thefordprefect] 28/5/2007 05:14

opmoc - 28 May'07 - 01:11 - 3944 of 3945
Try this eyecandy and see what you can fit in 64KB!
They did not infect my PC but use at your own risk










Take care, mike

[macca29] 28/5/2007 00:09

yes! i look after the monkey's ;-)

[siwel100] 27/5/2007 21:52

Indomie....?....The company doesnt have any debt, the investment was in the form of a convertable note. As its non repayble its treated as potential dilution at the strike price, hence you treat any profit as diluted and undiluted. The reason for the differential is the possiblity that Zoo may agree to repay the investment from profit.
The company reported the net 2m cash in bank only a few weeks ago, so difficult to see what you are trying to say.
The dumping of the 2 divisions was an excellent move as illustrated by the fate of similar operations over the xmas trading period. The disposals cost Zoo nothing and may even result in some cash payments in the future.
Considering the company is now a focussed niche software company which only launched its first product a few years ago and has only just launched the core TAS product, its a case of growth rather than recovery. Its already gained 100+ customers for the iDVD software so its a delivering rather than "hopeful" operation.
I appreciate that some of the "old hands" will remain bitter to the end, but you should take time to look at what is there now rather than regret the losses you made following the bb hype those years ago.
I think it is extremely realistic to run to 2 quid......to put that in comparison, in pre consolidation monies thats just 2.5p compared to the 26p it was originally ramped to.
Currently the company is valued at less than cash in the bank, personally I think it should be valued at 5m, thats 2m for the cash and 3m for the enterprise.....Hence the 2 pound share price.

As to the release of the TAS product, well if it took a few extra weeks to deliver and if Disney (who are after all one of their biggest clients) drove additional refinements, then I dont see that as a problem.
Sonic was and is the biggest player, but Zoo dont have to beat Sonic, they only have a pick up a very small % of the world market. Considering there are DVD production companies in all the countries around the world, its a tad unreasonable not to expect Zoo not to get a slice of them.......If you expect Zoo to beat Sonic then you would be looking at 100million + valuation, not the modest 5m I have put against it.
The difference now is that very modest goals produce major jumps in the share price.

[indomie] 27/5/2007 19:50

who keeps saying this company has no debt????

As i see it 3.9m was raised back in Sept (after expenses) and 2m is left. it is anyones guess how much of this 2m is left as this figure was at end of march and unless you have 'inside' knowledge siwel it is pointless speculating.

There is a £3,541,000 6 per cent. Unsecured Convertible Redeemable Loan Stock 2011 in issue with the rest of the new cash raised in the form of new equity. Net debt should therefore be around 1.5m at end of march taking the limited info in the recent rns and the last interims.

Add to this the company have still not updated us on the fate of the deferred payments for the sale of two old divisions (which were handled very badly and shareholders received v little info.) and the one thing that this stock lacks is credible management and an absence of any 'concrete' signs of a sustained recovery. why on earth would i wont to add from here...esp with the competing sonic product and the delays in the tas release?

[macca29] 26/5/2007 22:01

breaking news from nasa:
put your cursor on the rocket

[mr paul b] 26/5/2007 18:39

cheers siwel100 ,i take it theres not to many shares in issue judging by the wild swings on low volume.

[siwel100] 26/5/2007 17:20

Sonic solutions (its a US company)
Quoted on Nasdaq as epic: SNIC
Mkt Cap $324m
www.sonic.com

Zoo doesnt need to in any way beat Sonic, it just needs a very very small share of the DVD publishing software market....(Zoo invented/patented and already has the iDVD software side sewn up, the sector is growing fast and Zoo has little competition in that area)....The core element of ZOO's new DVD publishing software has just been completed, its that which will compete against Sonic. We know Zoo has Disney contracted so its more of both the large and small publishers around the world they are targetting with the new sales force.

[snoble1] 26/5/2007 15:35

do sonic have a listing? if so, what is the epic? how much are they valued at?

[siwel100] 26/5/2007 15:00

mr paul b....Big loss caused by the games division. That and the publishing divisions now disposed of. Its now a pure software company.

No debt, 2m cash in ther bank. Increasing income from the iDVD software (100+clients so far), core software for standard DVD publishing now complete. Disney a key studio using the DVD publishing software although market consists of any DVD publisher around the world (its high value niche software not for the domestic market)
Zoo operates from 3 offices around the world and has just recruited a salesforce to push the now completed DVD publishing software The company has just one major competitor (Sonic, the big established player ).
Zoo has an extremely low cost base so will have price advantage as well as some extremely technically good software.

Currently its valued at less than the cash it has in the bank, and the stock is extremely illiquid, hence the sharp movements recently.

[mr paul b] 26/5/2007 12:06

why the big drop at the start of 2006

[siwel100] 25/5/2007 01:17

up 27% on 25 grand of buys, down 15% on 12 grand of sells.....the stock is tighter than a ducks ass....we get the news flow and 2 quid is more than realistic.....just a case of patience.

[macca29] 24/5/2007 14:59

wonder if its anything to do with snaptv games being introduced online,

ps: just checked that out again, its cable set top boxes

[siwel100] 24/5/2007 14:50

macca...Its an odd combination of skills they are looking for, particularly the web element.

[macca29] 24/5/2007 14:29

looking at the the posts it might not sound too interesting,
but the job incurres working on extentions to the dvd extra program,

[macca29] 23/5/2007 23:56

zootech have a vacancy

[siwel100] 23/5/2007 16:19

Pierre O'Reilly...lol...Thats like saying you dont like someone trading short on the way down and long on the way up.
Entini...?....I doubt I posted more than a dozen times over a period of months on Betex.