Zoo Digital Share Discussion Threads

[philjeans] 08/11/2014 20:28

All true guys, and I'm still hopeful - just trying to add a little balance and realism!

I agree that subs is the USP here, and I know US techies are very happy to pay zillions for a loss-making business, when it has massive growth potential; but it still seems a bit early to get too bullish.

The next report (words rather than figures) will give us a heavy hint.

[amt] 08/11/2014 18:49

I have been in and out of zoo for years and they have been a disappointment. However this is the first time that there is an opportunity to have a multi multi bagger. It may or may not happen but I don't know of any other investment that could become a big multibagger within a couple of years. If ZooSubs continues to grow at current rate then sales could double or perhaps treble next year. With a market cap so low due to poor past record and lots of debt it could be an astonishing investment or the counter could stop in its tracks and share price go nowhere. On balance for me given the upside I decided to take a gamble. So I think if its going to come good it will be within the next 6 months.

[aphzombie] 08/11/2014 10:17

couldn't agree more.

[philjeans] 08/11/2014 09:32

Steady on chaps - we've seen many false dawns here over the years!

Whilst we can see that T/O is rising rapidly, the BOD have already told us that O/Hs are going up just as quickly and so profits will be static.

Once the market can see the new sales translate into real cash earnings, the share price will rise significantly but that won't be this year.

And possibly not at all.

Let's watch and wait but don't get carried away - I've been in this long enough to see it go up like a rocket and down like a stick - several times!

[amt] 08/11/2014 09:16

I had another go at trying to work out what the counter equates to, this time being very prudent

16m on counter in H2 gave additional turnover 2m (assume all Zoo subs)
say 6m on counter in first half so (16-6) 10m = 2m turnover
so if the counter makes 100m in year thats 20m in turnover

[simonparker5] 08/11/2014 09:08

Does anyone know when the counter started?

[simonparker5] 08/11/2014 07:28

Morning guys. Thanks for the number projections all very interesting. Given the way the counter is increasing at a faster rate day by day this must mean a sharp increase in revenue is on the cards. I am not as knowledgeable as some here but we do seem to have a lot going on. They have reduced oosts by $1m a year and are increasing revenue at an amazing rate. Our £2.7m market cap does look a little silly, especially as the market normally prices for the future not the past. The future is looking more positive day by day. My feeling is that at this point in our growth we should be valued at £5-£8m or share price wise at 15-20p. Guess the market will catch up in time.
Have a good weekend and keep watching that counter, I know I am!

[amt] 08/11/2014 07:08

100 k purchase at over 8p. Looks like a serious buyer. Interesting week ahead. Cannot imagine anyone selling unless they have not studied the counter.

[amt] 07/11/2014 22:31

Looks like I was optimistic by a factor of 3 on turnover. But if you reckon its 80% margin then I was only factoring 30% so in terms of profitability we would be similar.

so do you think USD 8M gross profit ? 10m *80%
If zoo subs counter at $2M per week = 104M per annum = $10M t/o for zoo subs alone

[martina pescatore] 07/11/2014 22:17

By my calculations, a 100 minute movie would have about 4,000 sentences of screen play, or to put it another way, 100 pages of screenplay with 40 lines / sentences per page. I reckon therefore that a 100 minute movie would have 100 pages of screenplay. Therefore, a movie has 40 x 100 = 4,000 sentences. I have also read somewhere that a page of screenplay = 1 minute of dialogue.

Zoo have told me previously that one subtitle = one sentence of dialogue.

If as per earlier post, 1 minute costs $5 for subtitles, then each subtitle therefore costs $0.125 (or a whole movie costs $500). Let's say that translations are at a similar cost, although assume that they are t/o neutral as there is a cost of translators who need paying. Therefore I am ignoring translations.

If zoo did around 10M subtitles in last year, then this is t/o of around $1M.

Remember, zoo is not just zoo subs, so the last year t/o would have been about $1M lower if zoo subs not included.

Stay with me.

Since around March 2014 the zoo subs counter has been increasing at circa 2M per calendar month, approximately.

If we are now at circa 1M per week, then this is 52M per year or $5.2M t/o ($4.2M more than previous year due to zoo subs).

Seems logical to me, although could easily be wrong.

If zoo subs counter at $2M per week = 104M per annum = $10M t/o for zoo subs alone.

If zoo subs gets to 1M per day = 365 per annum = $36.5M t/o for zoo subs alone.

What do others think?

If I am near the mark that $0.1 for each subtitle goes to zoo, then it is well worth watching that counter.

[amt] 07/11/2014 22:12

Yes about 100k to 1800 and then 300k+ after that. So 3m + in the week. So running at about 8* the trend in the second half. If that continues and translates (excuse the pun) into sales that could be USD 60m next year which would be remarkable. Exciting times.

[amt] 07/11/2014 17:01

We finished top of gainers list. Amazing for just a few thousand of investment.

[amt] 07/11/2014 15:52

Well I just hope I have some success here after nursing big losses on BLNX, TRT, IMG, Deltex, Graphene, Moni etc etc, I really need a big winner.

[uknighted] 07/11/2014 15:06

Amt - one of the purchases this morning was me adding. Intended to do it yesterday but regretfully I forgot.

[nicyts] 07/11/2014 14:28

There are very few shares in circulation. Therefore price is likely to move on low volume.Not a share for traders.

[zooskeeper] 07/11/2014 14:19

£1000 moves the price - crazy!!

[nicyts] 07/11/2014 14:04

Another job advertised and looks like previous job filled.Good indication yet again that things are moving.The market will wake up one day. Until then take the opportunity for first mover advantage .The indications are that it is a significant area of business with plenty of potential .Green is fully committed . He is heavily invested not to mention the loans. The institutional backers hold large amounts and appear on board.The market cap is very low . Turnover this year is a guess but 30 mil usd very possible . I think it will be more but I am an optimist by nature. The Interims will give more of a clue. That said the increase in business recently appears very significant.I think relevant conversion price stayed at 48 p recently. If not a realistic figure surely it would have been altered and green took an increased share of the loan along with the chairman.

[amt] 07/11/2014 14:02

Perhaps Google will take them out for a couple of billion $