Zoo Digital Share Discussion Threads

[philjeans] 22/4/2016 12:19

Just seems to me they've invented a few unique apps, in effect, and you know how much previous IP owning little loss-making outfits have been sold for - silly money.

Hold tight.

[ff2345] 22/4/2016 12:13

I like your thinking phil. Hope it happens!!

[philjeans] 22/4/2016 12:02

I think it quite likely that Apple will come along with a knock-out cash bid - say £20 -30M - if it's all as good as it seems. So no worries about about a tiddly bit of debt!

Bond holders want 48p per share - and that's a given - so I think we'll get a lot more than that.

[bakunin] 22/4/2016 11:35

love it
I've been in on this for a year+ watching them build this platform.
Obviously I'm in at around 6p and some at 11.5 when it threatened to break out this time last year, but I think it is obvious that this share has much further to go if they can get some real commercial traction out of what they have developed.
To me, everything is lined up nicely, especially the broadened customer base which will give greater stability to their roller-coaster past.
If it all starts to get reflected in their results, £4m MCAP is a pittance.

[love it] 22/4/2016 10:19

What a find Bakunin no wonder the price is going up all the time. This could make
ZOO cheap at 3 times the current price. Just added 10k on the back of this.

[bakunin] 22/4/2016 09:37

hxxps://www.linkedin.com/in/gordondoran?trk=pulse-det-athr_prof-art_ftr

3 weighty new chunks of software debuted at the show.
Incredible software development from a company valued at £4m.
It must be an exciting place to work for a software developer.
You can see an exciting digital media editing, management and distribution system emerge before your very own eyes.
The puzzle is virtually complete.
So glad they finally did something about dubbing. A lot of countries like Italy so much prefer dubbing to subtitling.
The total world market must be huge.
They've only just scratched the surface with the Hollywood 6 and recently the BBC.
With what they've now got, virtually anybody can produce and distribute digital media with virtually zero capital investment beyond the physical gear needed (cameras...). And of course the under-pressure stalwarts like the BBC get to slash their costs even more.

I presume CHESTY will be back again soon now we are at 12+p again.

[ashtree2] 20/4/2016 19:23

As the company grows and the share price increases they may choose to raise money and invite new shareholders to facilitate paying off the debt.Then you have a debt free profitable company that could pay a dividend.But first things first lets become profitable and growing .Perhaps we are not too far off.

[32nddegree] 20/4/2016 19:11

"unlikely to pay a dividend for a number of years"

Perhaps it might choose to start to pay off the debt that is almost as large as the market cap first should it make £1m PBT

[love it] 20/4/2016 16:52

Friend just sent this, first very positive hints from that show they are currently
presenting at.


ZOO Digital Group
‏@zoodigitalgroup
Day 3 of #NABshow and it's going to be another busy day on our booth, SL5725! #contentdiscovery #digitaldistribution

[love it] 20/4/2016 16:05

Yeah 12.3-12.9p was too good to be true for these mm's in Zoo so they have banged
heads and now 11.3-12.5p so back to normal but not quite as bad as 2p ff2345

[ff2345] 20/4/2016 15:55

Spread now an unbelievable 2!!!

[napoleon 14th] 20/4/2016 11:30

Spread is a rip off too!

[napoleon 14th] 20/4/2016 11:24

ff2345 - I don't think a divi is a priority nor requirement here.
ZOO needs to get the debts cleared first - we've had some lean years whilst developing the product, & those who have put money upfront when ZOO needed it should be repaid.
If anything pleads for a lower P/E it is debt, but growth can mitigate that.

TU soon, so we can reconsider after that....

[love it] 20/4/2016 09:53

Really starting to motor on the chart. Has something leaked here 50k at 13p premium and constant nibbles every day all bodes well atm.

[ff2345] 20/4/2016 09:51

Martina

I agree with you on most points. However I think a p/e of 20 is too high for a company that is unlikely to pay a dividend for a number of years.

[martina pescatore] 20/4/2016 09:33

We all want a higher share price I suspect. However, the share price needs to reflect the performance of the company and the perception of the market. A share price of 20p, for example, would equate to a mkt cap of circa £6.7M.

If the company makes £1m PBT, and using a P/E of 20, gives a mkt cap of £20M, less circa £6M debt/borrowings, gives £14M mkt cap or a share price of circa 42p.

Personally, I would be very disappointed with a 20p share price after a positive trading update, such as for example, a good trading performance, growing demand for existing and new software and services, a growing customer base and a growing pipeline of new customers, and a £1m profit for the year.

If the trading outlook is very good, the visibility of earnings that the company is aiming for (read the last few results statements) should hopefully be sustainable and repeatable, and with less reliance/emphasis on a large single customer.

Consider also the two new senior business development staff (for Europe and International markets) recently having joined the company (from competitors such as BTI Studios and Deluxe) and ask why? and the new products that they have brought out and ask why? It all sounds very positive from where I am sitting, but perhaps I am biased and looking at it too positively. Time will tell and I do not want to get ahead of myself of course, but should Zoo turn things around and start to have good visibility of repeatable earnings and make a sustainable and growing profit, the share price has the potential to increase many multiple times. Into the medium/long term, this could be a very different company with a very different valuation. NIA and DYOR. Here's hoping.

I hold shares in Zoo Digital, naturally.

[napoleon 14th] 20/4/2016 09:01

I'm looking very long on these, love it.
Last time I sold out, they'd done 20p to 50p in quick time.
Potential is undoubtedly there.

[love it] 19/4/2016 18:51

Thanks simon and napoleon

Looking forward to the trading update and hoping it sends the share price nearer 20p than current 11p

[napoleon 14th] 19/4/2016 18:11

love it - the real capitalisation in ZOO is R & D!
As an IT company selling IP - software - it doesn't need big fixed assets,
probably rents its' offices, & only needs capital in small quantities.
The risk is the cashflow situation, & it appears we're getting well over that.
So gearing is high compared to different businesses such as builders & manufacturers.

Management have loads of skin in the game & will doubtless be patient with repayment.

[simonparker5] 19/4/2016 16:30

Yes I do. Remember I am talking EDIT not Gross or Net profit. But given the technology bias that this company has, EBIT is one number that can be used.
Having made $900K in the first half, $2m isn't really a big ask for the full year. Remember they made a loss at the EBIT level the year before, so they would have turned a loss into a $2m EBIT profit in 12 months. What does that tell you?!

[love it] 19/4/2016 16:12

You really think we can do that Simon with 4 mil cap. What would consider a fair valuation if they achieve close to that number ?

[simonparker5] 19/4/2016 16:00

All looking good from here and 8 days or less for the trading update.
Remember we made $900K at the EBIT level in the first 6 months so we should easily crack $2m for the year.

[love it] 19/4/2016 15:55

All buys today with a 100k rollover

[love it] 19/4/2016 07:51

Just been sent these all sounds promising.

ZOO Digital Group ‏@zoodigitalgroup 10h10 hours ago

#NABShow @zoodigitalgroup in full throttle. booth number SL5725 today. #awesomation #zooscreen

ZOO Digital Group ‏@zoodigitalgroup 8h8 hours ago

Buzzing day 1 at #NABShow 2016. Join us in South Hall SL 5725 2 talk #subtitling, #digitaldistribution & #metadata.

ZOO Digital Group ‏@zoodigitalgroup 6h6 hours ago

#NABShow @zoodigitalgroup #awesomation tools new era launch ! booth number SL5725 for live demo #teamawesone

[martina pescatore] 18/4/2016 16:03

I have read an informative description/definition of delayed trades and what they might mean, here on the iii website:

[...]

The comment is not about Zoo but another share stock and it is from 2010; it reads as follows...

"Ordinary Trade Delayed Publication traded as type OK. These trades are held back fr unknown reasons and published at later times. When they are published their accumulative effect on the share price is actioned now. Im sure there are logical reasons for delayed trades. However there are a number of delayed trades being action when the price is either about to rise or fall. These delayed trades being actioned late often if not always seem to have a contrary price action to the present share price price action. I dont want to suggest share price manipulation because i have no evidence to prove motives. However, the effect of these delayed trades on low volume trading seems to thwart major price movements from developing. I am not sure in whos interest this would be."


The reasoning described is very interesting and if one thinks about it, could it be applicable here and now, for Zoo?