Zoo Digital Share Discussion Threads

[wywcu1] 01/4/2010 13:40

problem n1blet is we P.I.'s don't have a clue as to what is really going on.

[n1blet] 31/3/2010 15:46

GBP 200k is a significant buy, with a huge discount if they get face value?

what happens in 2011 at maturity, if one chooses other than conversion into equity:- Does the holder get back the face value of the loan stock for sure, or is there a valuation based on the current share price for return of the loan value?

Certainty of the above is really needed to judge the purchase, clearly Ian wanted to sell.

I like scotty above have held a small holding for some time watching.

What would cheer me up or otherwise; is to know what is the real pot mkt of this authering prod, that has never quite got there, so far anyway. Have they got a list of pot new customers, outside the obvious blu ray conversion.

Also what happens post us all doing it all on the web anyway?

Any answers would be most welcome.

[wywcu1] 31/3/2010 10:25

Very strange. I can understand Ian selling for immediate cash flow requirements. I guess that the buyer(s) did due diligence to ensure that they would get the full face value in Oct '11. I am not sure that the conversion price of 48.75p would look too enticing at the moment but maybe they know a lot more than we do. All in all, quite positive IMO.

[jacobjohn7] 31/3/2010 09:54

know what you mean.

[scotty1] 31/3/2010 09:45

Hi jj not saying he hasn't,all i'm saying is it won't do the share price any favours.
Still hold a few Zoo but not many to warrent talking about,but just enough to
keep watching.

[scotty1] 31/3/2010 07:30

A director selling is always bad for the share price no matter how much they try to
"bum" up the rns.

RNS Number : 4667J
Zoo Digital Group PLC
31 March 2010



ZOO Digital Group plc
("ZOO" or "The Group")
ZOO, the provider of software and software-led services for the filmed
entertainment market, announces that Ian Stewart, a non-executive director of
the Company, has today sold unsecured convertible loan stock of the Company with
a face value of GBP270,000 for a total consideration of GBP199,800.
The loan stock was issued in September 2006 and has a maturity date of 31st
October 2011, at which date the holder may convert the loan stock into Ordinary
Shares at a price of 48.75p per share.
Mr Stewart still has an interest in 1,675,698 Ordinary Shares in the Company
representing 7.84% of the total issued share capital.
Ian Stewart, Non-Executive Director of ZOO, commented: "There has been
considerable demand for the loan stock and I believe that selling it is not only
in my own personal interest, but also in the best interests of the Company to
welcome new shareholders at such an exciting stage of development."

[siwel100] 30/3/2010 16:45

As the installed base of Blu-ray machines increases so the re-release of backtitles will grow. Same thing happened with the transition from tape to dvd. Its what will drive the usuage of ZOO's blu-ray product.
Studios now have the increased costs of production in multiple medias, dvd, blu-ray, on-demand....these costs are driving ZOO product usuage. The TV company that switched to ZOO last week faced the increasing costs of multiple production and decided to bring the cost in-house with ZOO's suite. That situation can only increase over the next few years.
Hollywood may have a few hundred less titles produced this year, but will be running many hundreds of backtitles through blu-ray production.
You can see in your local supermarkets all the dvd's now offered at £3 and £7 pricepoints, including many very old re-releases for dvd . They all needed production. Hence bad news for studios is actually good news for ZOO. Every time a film is re-edited, repackaged, put into a compilation, its another run through production.
imo

[jacobjohn7] 30/3/2010 15:17

who knows, its possible, but not an immediate revenue stream should imagine.

[magnetincognito] 30/3/2010 15:08

the funding is for the vintage ones that are difficult to restore,
but i have noticed some of the later ones are being digitally remastered for blu ray,

[jacobjohn7] 30/3/2010 12:51

didnt they get a funding contract for re-doing/converting old footage, something UK film based... so might be wrong but potential there.

[magnetincognito] 30/3/2010 12:04

just wondering if some of previous movies being reintroduced
which have to be digitally remastered for blu ray are done using zoos software,

hollywood studios have a vast library (thousands)

[wywcu1] 30/3/2010 10:02

Thanks Bodgit - I somehow missed that one.

[bodgit] 30/3/2010 09:21

Half year report 26 Nov 09:

'Our patent portfolio continues to grow with 22 cases now granted in the US, UK and other countries. We have recently received notice of allowance of a number of patents that relate to copy protection of video content which we expect to commercialise in the future.'

[wywcu1] 30/3/2010 08:21

Bodgit, where did you pick up on the anti piracy software?

[bodgit] 30/3/2010 08:15

I am hoping for some news on the anti piracy software development by ZOO. If that is good news, I expect a few more pence on the SP, or better. Good luck all.

[siwel100] 30/3/2010 04:08

Turnover was already up at £6million to March 2009. Organic growth during the current year should feed through nicely in the trading update due in a few weeks. For next year we then have the roll out of the Blu-ray automated authoring toolset and the Translation Management System , not forgetting further studio wins such as the one last week.
Forecasts are for Hollywood film title production to fall from 600 to 400 in 2010 but the new products, new clients and currency gains should offset the fall and maintain strong growth for ZOO. In fact Hollywood woes simply highlight the intense pressures for Film and TV Studios to use ZOO's full range of time/money saving solutions.



A seemingly doom and gloom article from last year, but such a radical shake up of the industry is exactly what prompts the introduction and mass utilisation of the step change efficiency products from ZOO. Its worth noting that the only competition for ZOO are the labour and cost intensive products from the likes of Sonic, exactly what is being replaced as ZOO products spread. As such ZOO actually has no competitors offering time/cost savings over traditional practises. A situation heavily protected by patent. The right products in the right place at the right time.
imo

[siwel100] 29/3/2010 14:00

jacobjohn...should be in about 2 weeks, last year was on the 8th April.

[jacobjohn7] 29/3/2010 13:58

see what happens when a nice flow of news comes out.. dont think we have had one bolster the other before!

[jacobjohn7] 29/3/2010 13:55

it is moving particularly fast, which would suggest less in open market, and more tightly held. Is there a date on trading statement?
looks like it should smash recent highs.

[siwel100] 29/3/2010 13:45

jacobjohn...Should see it start to motor up with the trading statement, then the run up to results. An exciting few months ahead.
imo

[jacobjohn7] 29/3/2010 11:52

spread is outrageous... obviously bid gotta move up soon.

[jacobjohn7] 29/3/2010 11:02

4000 qty buy and jumps up loads... crazily illiquid. imagine if loads of people got interested.. 27p to buy now, spread aint nice though.

[jacobjohn7] 29/3/2010 10:38

well, its all good news so far, only got a smaller holding now, but happy for company and long suffering holders. News flow might be more frequent now.. hopefully.

[stoaty1] 29/3/2010 08:06

William, if you go to quote, it is near top of the page, "recent news"