Zoo Digital Share Discussion Threads

[z1co] 20/8/2024 06:28

As the Company entered FY25 and following the end of strikes, with market conditions that increasingly favour ZOO and the cost reductions and restructuring now implemented, the Board believes that ZOO has built an efficient platform to capitalise on the industry recovery. Since the disruption began ZOO has retained all its customers which, in some cases, have reduced their vendor pools, has strengthened some relationships and added new customers. It has continued its global growth initiative by making investments in partners located in South Korea, Spain, Italy, Turkey and Germany, thereby expanding dubbing capacity and capability in the associated key languages. It has opened a new facility in Chennai which not only extends the Company's follow-the-sun programme for media services through access to cost-efficient resources but serves as a hub for dubbing of languages spoken in southern India. The reduction in overall headcount in the UK and USA, needed to realign costs with revenues in the short to medium term, has significantly lowered the break-even position which, combined with the new facility in India, results in improved efficiency by decreasing unit cost of production, thereby enhancing ZOO's operational gearing.

[purple11] 20/8/2024 06:18

good call ZICO

BUY some GEX too for 20p by xmas.atb

[z1co] 20/8/2024 06:17

It's all about the outlook for FY25 and this is looking very good as the recovery gathers momentum

[z1co] 20/8/2024 06:15

A more leaner company for FY25:

The reduction in overall headcount in the UK and USA, needed to realign costs with revenues in the short to medium term, has significantly lowered the break-even position which, combined with the new facility in India, results in improved efficiency by decreasing unit cost of production, thereby enhancing ZOO's operational gearing.

[molatovkid] 20/8/2024 06:09

One to forget....at least the outlook is promising.

[z1co] 20/8/2024 06:06

As i posted yesterday:

" ZOO recovery gathers pace following year of industry-wide disruption "

Current Trading and Outlook

Improved trading in FY25Q1 with sales up 35% over the prior quarter.

Cost reductions implemented in FY24 led to an EBITDA profit for FY25Q1.

[caveater] 19/8/2024 22:43

Somethings bound to leak out of the 9.30 meeting, although not quite sure what 'sell-side equity analysts' are, and what information is imparted to them.

[7rademark] 19/8/2024 17:58

Also zoo are presenting later tomorrow. Its quite likely that we will see something positive from that which means zoo is a hold or add and not a sell on news first thing.

[z1co] 19/8/2024 16:52

Tradermark

Last year was just a blip due to the Hollywood strikes.ZOO's business started to pickup from January 2024 , with March 2024 being the best month since April 2023 so it's highly unlikely to have slowed down over the last 3 months.

In fact the most likely scenario is recovery will have started to accelerate in Q2

The price was also very strong in the last hour or so ,was NT to BUY in size @ 64p since around 3.15pm.

[z1co] 19/8/2024 14:57

MM's are short of stock and giving you mid price to sell and only allowing BUY's up to 1000 @ 63.98p!!!

[z1co] 19/8/2024 14:30

Those that slightly nervous have already sold out.It's currently NT to buy @ 64p and you can sell close to MID PRICE.

About to TICK UP again!!!

[7rademark] 19/8/2024 14:18

The rns will be lodged shortly. Let's see if we get a late share price move.

[z1co] 19/8/2024 13:42

As i have posted before the shares will breakout after the company provides it's latest update for Q1 and the outlook for the FY25 tomorrow.

The previous two updates in March and May were both AHEAD of expectations and it would NOT surprise at all if Mr Green was to issue another ahead of expectations update for the current year either tomorrow or in October.

SHARES STILL REMAIN VERY STRONG BUY

MY SHORT TERM TARGET IS £1 AND £2 WITHIN 12 MONTHS

[z1co] 19/8/2024 08:04

Mark

Your summary is spot on.

If anyone has followed this company and done their research they would be buying and NOT selling before the results and the outlook the company will provide for the current year.

With all these new films being released this year the business must be very brisk.

All will be revealed tomorrow.

[7rademark] 19/8/2024 06:26

The studios are doing well, zoo,s peers are doing well. We know that march exceeded expectations, that cash is now flowing in, a new partner added and zoo are expanding geographically. Following the strikes zoo executed a cost cutting plan. That should produce a leaner sharper and more focused work force. Sell if your nervous. Buy if you have researched.

[grahamytrain] 18/8/2024 20:03

Interesting to see where this goes on Monday before official update on Tuesday.

[z1co] 18/8/2024 07:04

Recovery that started in January this year will accelerate throughout 2024 and H2 this year will be very STRONG compared to the first half.

Expect further upgrades from Q2 onwards.

Trading update from 26th March:

Following the trading statement of 24 January 2024, the Company has since received further clarity on timing of projects and is now receiving orders relating to work on feature films and TV shows that have been completed following the industry strikes of 2023 that brought productions to a halt. With January invoicing the highest month since April 2023, the Company is beginning to see an acceleration of its pipeline with work expanding in March and April 2024.

As a result, the Company expects to beat revised market guidance for FY24* with revenues of at least $40 million. Consequently, the anticipated EBITDA loss will be reduced. Net cash on 31 March 2024 is expected to be at least $3 million, also higher than revised market expectations.

[z1co] 17/8/2024 21:25

That's $400 MILLION REVENUE PER ANNUM by 2030!!!

Hope that helps you

ho hum

KING ZICO

[z1co] 17/8/2024 21:23

Independent analysis suggests that the translation and localisation services market for media companies should double in size to $3billion a year by 2030, and Zoo is a leader in the field.

Green is ambitious too, targeting annual sales of $400million by 2030, with profits rising sharply alongside. The target seems well within reach. The big beasts of streaming are battling it out to produce the best shows and the more languages they are translated into, the more subscribers they can reach.

[z1co] 17/8/2024 21:22

2024 Box Office list:



The decline in the share price in 2023/24 from over £2 to just 22p was entirely to do with the Hollywood strikes.

Business for ZOO must be very brisk taking in to account all the new movies being released in 2024 to date and more that will be released throughout the year.

As Hollywood gets busy so will the ZOO's business !!!

NO RAMP INTENDED

KING ZICO

[risk1] 17/8/2024 20:57

Ban me all you like Z1co 😂😂😂