Zoo Digital Share Discussion Threads

[mortal1ty] 20/8/2024 12:10

Zoo should just be honest.

Streaming companies are all trying to get profitable.

They are still producing lots of content but doing less localisation and subtitling (do you really need 12 languages etc) as well as asking for better pricing from all suppliers. Looking for AI savings in some places.

I don't buy this slow recovery story. There should be so many delayed projects coming through a year later.

[grahamytrain] 20/8/2024 11:46

Sorry Beeks but Z1co not back from school yet, but I’ll tell him you called to see if he was playing out, haha.

[premium beeks] 20/8/2024 11:14

Oh dear.

40s soon

[maddox] 20/8/2024 10:48

Investors' view of AI with respect to different firms seems highly subjective - is it perceived as a threat or an opportunity?

ZOO see it as an opportunity -

'The recent advances in Generative Artificial Intelligence and Large Language Models have rightly brought the focus on their potential impact and, indeed, opportunities for businesses. As an innovator in its sector, ZOO has been actively working with AI technologies for many years and has developed tools to provide automated assistance to our established practices. The Board believes the Company will benefit from the advantages that AI can bring over the long term. We plan to publish a formal whitepaper in October 2024 on our approach in this field. '

If ZOO becomes perceived as benefitting from AI then this would certainly be a positive. ZOO clients have taken some time to accept the more technological approach and you might expect it to be the same for AI. ZOO is the disruptor in its sector - leveraging technology to provide a better, faster and cost effective proposition - AI is thus a good fit.

I'm looking forward to seeing this White Paper.

[mortal1ty] 20/8/2024 10:22

Artificial Intelligence now cited as a risk in the financial statements. Not there a year ago.

[grahamytrain] 20/8/2024 09:56

Looks like recovery hasn’t been as quick and complete as many suspected (especially ‘ramping z1co’), but we are still on course for continued growth. I think the presentation later should be an interesting listen that will lend even more positivity to this earlier announcement.

[rimau1] 20/8/2024 09:55

A short term traders opinion obviously.

[smithie6] 20/8/2024 09:50

the opinion posted by mortal1ty gets my vote.

[maddox] 20/8/2024 09:42

If you've been at this game awhile you get to recognise that the trigger negative event phase is always far shorter than the recovery phase.

The key points are that they are trading profitably and have sufficient cash resources to meet demand. ZOO's business model is far more flexible than the traditional model. If ZOO's competitors have difficulty scaling back up - this will work to ZOO's advantage.

Demand is recovering strongly 1Q25 up 35% on 4Q24 despite their clients still getting up to speed. Demand is now expected to return to pre-strike levels by late 2025 so we can foresee a trajectory of improving results reported against soft comparators. Profitability and margins will improve likewise. Brave investors are being offered the opportunity to get 'back to the future' and re-live ZOO's growth phase.

[mortal1ty] 20/8/2024 08:18

The strike was 6 months in length and ended almost a year ago.

You would think the business would have fully bounced back by now. I think some part of the market expected this. To see a rather mediocre recovery after a halving in sales raises questions.

Looks like some structural issues at work here as well which is only partly offset by new clients.

[mon3ybag5] 20/8/2024 08:17

You're a burp beeksy

[philjeans] 20/8/2024 08:16

Great value here now!

STRONG BUY!

[premium beeks] 20/8/2024 07:44

Lol

Burp downwards here, surprise surprise

[bpdon] 20/8/2024 07:21

Agree with rimau1 - this report more or less reads as in-line with expectations, which is fine (although some traders may treat it as a "sell the news" moment early doors).

The presentation tonight and the update in September might put some more meat on the bones of the 2025 upside and potential to outperform.

[s34icknote] 20/8/2024 07:21

A tad disappointing .As they say it wasn't ahead due to slower than anticipated orders from larger clients . All takes time with these big organisations .They are at break even . And big client receipts reduced from 78 percent to 58 percent of total sales which is a positive as they expand in Europe no doubt .A good long term recovery bet .

[rimau1] 20/8/2024 07:08

I doubt they are out of the closed period with a further update due in September but lets see

[z1co] 20/8/2024 06:57

The next update in September will give more details of trading to date for H1 which is looking good.

From the rns;

Our major customers have not yet provided full order schedules for Q3 onwards; however, the Board expects further revenue growth and an EBITDA profit in H1 2025, putting us on track to meet market guidance for the full year.

[lagansider] 20/8/2024 06:53

It all reads & bodes well. It will be interesting to see if, now that Directors are out of the Close Period, they make further share purchases. The Purchase of 171500 by Stuart Green at 29p on 26th March helped spark the resurgence in confidence and share price appreciation. More purchases would be a nice sign alongside the positive newsflow.

[7rademark] 20/8/2024 06:42

You have to give zoo and the team credit. To recover so quickly from the perfect storm as they call it and give forward guidance which will put the share price back to 200p next year is an amazing achievement. Presentation later today will be a less restricted and may include confirmation of further orders and partners.

[z1co] 20/8/2024 06:39

It was NT to buy yesterday @ 64p just before the close.

I expect strong buying at the open provided it's not NT again!!!

[eggbaconandbubble] 20/8/2024 06:33

Buy big on the initial dip

[rimau1] 20/8/2024 06:32

ZOO give a lot of market context and detail which i will read later but key for me is in line with expectations, fully funded for FY25 and FY25 will be profitable. Also a further update will be provided in september which makes me think they were trying to get further orders signed off in time for results but just missed the window. If these orders land FY25 will be an exceeds IMO. I will add on any dips this is a long term hold.

[z1co] 20/8/2024 06:30

Back to £2 and more in 12 months time ???

no ramp intended