Zoo Digital Share Discussion Threads

[nicyts] 08/7/2014 10:42

Results and trading update soon. This will provide insight into the affect the ticking clock will have on future profit. Can only be positive in my view. Other opinions invited.

[simonp] 23/6/2014 10:51

Not sure if you have seen this from Zoo Digitals web site but seems pretty positive

hxxp://www.zoodigital.com/news/

[plok] 17/6/2014 22:29

Looks like an all nighter for me watching the counter!

[aphzombie] 17/6/2014 18:34

ZooSubs counter now reads 20,231,665 at 18:30. Was 20,245,625 at lunchtime.

Like I said earlier, goes backwards aswell as forwards.

[amt] 17/6/2014 12:48

Back of the envelope calculation.

Costs of subtitling a 90 minute film is say £200.

1 million on the ticker = say 250 films so £ 50,000

So 20 million would be about £1 million in revenue.

[amt] 17/6/2014 12:19

19,150,000 on 30th May (according to earlier poster) to 20,243,488 today. Running at about 24m annual run rate.

[plok] 17/6/2014 10:15

Have a look over the website, it's improved over the last 6 months! Link below!
hxxp://www.zoodigital.com/what-we-do/subs/

[amt] 17/6/2014 09:22

plok thanks for info. Where is this counter ?

[plok] 16/6/2014 16:43

I'm not sure what counter you are looking at as I have been tracking the same and the numbers have progressed at an impressive rate!
Ticking up nicely as I write this post and looking forward to seeing an improvement in numbers soon!

[aphzombie] 13/6/2014 11:39

Have been keeping a tally of zoosubs subtitle counter since it was first published on 1st march and calculating projected yearly forecast. Appears to have peaked end march / early april at 32million and has steadily declined ever since and now looking more like 24 million. For a new service that is supposed to be growing and attracting new customers aswell as increasing trade from existing clients it looks more like rate of growth is already declining. May be a seasonal thing and trade picks up later in the year perhaps but at the moment appears to have hit the buffers.

Doesn't help that their counter spends almost as much time going backwards as it does going forwards .... perhaps they have a problem with subtitles escaping from their secure space.

[nicyts] 03/6/2014 13:09

Hi m i agree. There appear to be good things going on.The ? Is how good. Will have to wait for next update. I am optimistic but who knows.

[martina pescatore] 30/5/2014 09:01

Zoosubs appears to be continuing to build nicely.

From the ticker on Zoo's website this morning, the number of subtitles created and securely stored for our clients is now in excess of 19,150,000.

From their website, the news article dated 13th March 2014 states that..."ZOOsubs, the innovative cloud subtitling service delivered by ZOO Digital has, since its launch only 9 months ago, won favour with three major Hollywood film studios. In this short time, the number of client subtitles created and managed in ZOOsubs has crossed the 10 million mark."...

So it took about 9 months to get to 10 million, and about 2 and a half months to get to 19 million, therefore I reckon 3 months to get to 20 million, by reasonable extrapolation. So if running at circa 10 million a quarter, that is 40 million in a year. Good growth indeed, but how is this monetised?

Any ideas out there on how significant this will be in terms of revenue and profit for the group?

Kind regards

[nicyts] 04/5/2014 06:51

I also have more than I should. I have held for over 10 years and gradually built. The majority in the last year. I find the current investment case very strong. They have clearly fallen upon a product that is attractive to users. The market is significant and they appear to be succeeding.The number of subtitles created has gone from 10 to over 17 million in just over 2 months. The utterances from the company are enthusiastic but cautious. The caution understandable having regard to their history.The trading statement and the increase in turnover indicates probable current profitable trading. They are hiring andIntroducing new products. They are gaining clients and havetaken on a marketing chap.I note they have few shares in pi hands. About 25 per cent. They are thinly traded and appear to be going under the radar for now. That is my take on the situation . I guess I will have to wait for the next trading statement to find out if I am right.Any counter or similar views out there.

[napoleon 14th] 03/5/2014 13:11

Nice TU, +ive all round.
I particularly liked this:

"We are encouraged by the current ramp up of revenues that provide better visibility and further diversification of the mix for future periods."

So, no fundraising, no dilution, YES?
I hold quite a few (on my scale).

[hastings] 29/4/2014 07:45

An upbeat Trading Update, is this really Zoo!

[nicyts] 26/4/2014 11:37

I had better keep quiet then and carry on buying.

[napoleon 14th] 25/4/2014 09:46

They say the best shares have the quietest threads....

Hopefully!

[nicyts] 28/3/2014 17:39

Agreed their is risk. Depends on life cycle of the function. They are however recruiting a marketing man. Not the actions of a company strapped for cash when it appears they are growing at a significant rate in any event.The likely reward maybe significant .

[amt] 28/3/2014 16:46

Yes if they can avoid any dilution this could be a multi multi bagger.

[mathewawood] 28/3/2014 14:59

To be honest I'm a little nervous, at the moment, holding shares in this company.

Believe it or not a rapid expansion of business, which I believe is happening at the moment, can create huge working capital problems for very small companies like Zoo. THe RNS on 19th Nov stated the loan from the CEO wife will be fully drawn down by now. They'll need more money for sure. Where's it going to come from?

They've ruled out a placement (sp deteriorated since). More Loan notes? At least they don't owe the banks. I've known of many good companies being forced by a bank to go under due to a surprise pick up in orders, creating working capital problems.

Hopefully behind the scenes, the management are working hard on this problem and we'll get an answer in the trading update end of next month.

On the plus side. If they can keep the show on the road then they could easily make a profit of £0.5M next year creating a multi-bagging of the share price

[nicyts] 22/3/2014 11:10

Another week another million. The speed at which the subtitles are created is accelerating at some pace.I also note they are recruiting . I suspect that cashflow is improving. Everything looks promising.The market cap of under 3 million leads me to think this is undervalued. Any thoughts out there as to why it is so cheap.

[nicyts] 15/3/2014 11:27

The clock is continually ticking. The pace appears to be increasing .1 million in less than two weeks. 13 million in 9 months. the rate is now over 24 million a year.How this turns into profit is unknown . Likely to be significant .The market in Europe is said to exceed half a billion. US must be of a similar size. Zoo's product clearly fits the bill. It is cloud based so I would expect margins to be good.High risk because view is based on assumptions. The company needs to provide clear information as to what is going on.The share price does not appear to reflect the current change in business fortunes.

[martina pescatore] 14/3/2014 09:53

Hi all, my first post on here, but have been monitoring for a while and am invested already in Zoo.

I have recently been periodically checking the counter/ticker on the new Zoo (subtitles) website since it has been up and running. It now shows that the number has increased by just in excess of 1,000,000 over the last two weeks alone.

Last week I received confirmation form the company (Zoo) that each ticker number represents a subtitle sentence. So that is 1.0 million sentences subtitled and securely stored for Zoo clients over the past two weeks.

Not being an expert in this at all, I ask myself, how many movies/films/titles/etc., might this actually be.

I have seen suggestions that a 100 minute movie will have 10,000 to 12,000 words (not sentences) of dialogue.

Therefore, assuming an estimated number, where each movie/title has 4,000 sentences needing to be subtitled, we have to make the calculation as follows:
1,000,000 divided by 4,000 equals 250 films/titles in two weeks. by extrapolation we have 125 per week, or 17.86 per day. the ticker does still count over the weekend by the way, at most hours of every day when I have checked.

from an investors perspective, I need to know how much revenue this is and will continue to pride to Zoo. I.E., how much do Zoo earn from this service?

I am sure they won't divulge this, but they have stated that the business model is saas (software as a service) which means recurring revenues and greater visibility of earnings going forward, compared to the lumpy software licensing model which would be more unpredictable.

Does anyone know how much Zoo are likely to charge for this service on a per film/title basis and/or on a recurring per month basis for continuing to securely store and make available the subtitles in their Zoo cloud?

Is there anyone out there that has knowledge in this field?

Many thanks

[nicyts] 01/3/2014 11:09

The website shows the increase in subtitles produced. This is increasing at a significant rate even now on a weekend.Green said last month that workflow had trebled and was increasing.this appears to be born out.If revenues triple net profit would likely dwarf market cap if my reading of the situation is correct. Therefore whilst short termThey have cashflow problems medium term this look very promising.Counter views welcome but to me this looks like a strong hold.