Zoo Digital Share Discussion Threads

[spa362] 05/11/2024 17:57

Agree - very nice recovery play beginning to take shape. 60-80p seems reasonable in the short term so long as next update confirms the expected recovery and growth. Chart confirms this. Could be much more medium term of course.

[devonlad] 05/11/2024 16:13

Don't think it has been tipped s34icknote, could be traders looking at a level 2 move or somebody has made a comment on a private forum, twitter or something like that. Chart just looks stonking for a move to somewhere near 60p short term I guess!

[s34icknote] 05/11/2024 13:20

A lot of buying after 12.00 , may be tipped ??

[devonlad] 05/11/2024 12:37

Pretty normal, hopefully they are now progressing well as things have settled down!
"The streaming industry continues its transition following strategic realignments and the strikes of 2023. Recent months have witnessed the early stages of recovery as major US media organisations have enacted their plans to adjust for a future in which traditional linear television plays a diminishing role. While many productions that resumed following the strikes have since been completed and distributed to global audiences, changes made in the mix of content types acquired and capital allocation policies, which are more strategic in nature, will take a longer period to yield results and restore levels of industry output to those seen in 2022, particularly in Hollywood.

"Against this backdrop ZOO has seen a strong recovery in its pipeline over the first half of FY25 and expects to deliver sales in the period of at least $27 million, equating to a 28% increase over the equivalent prior year period and 42% up on the previous half. As previously stated, the Board expects EBITDA profit in the first half.

"Market participants anticipate the industry's recovery continuing until late 2025 which is consistent with the indications ZOO has been provided by its customers.

"The Board continues to be confident that the changes arising from the realignment of ZOO's major customers will, in due course, be favourable for the Group. These include accelerated transition to an end-to-end approach with fewer, more capable suppliers; an increasingly diverse mix of original international content with a shift to episodic over feature titles; and greater dependence on ZOO's software platforms, all of which will be advantageous to the Group.

"The Company continues to manage its cash position carefully whilst protecting production capability and capacity to satisfy the demand of its customers. As a result, the unaudited cash balance as at 30 September 2024 is expected to exceed $2 million.

"Visibility extends only to January 2025, as is normally the case for the ZOO business, however, the Board expects further profitable progress that will put us on track to meet market guidance for the full year ending 31 March 2025."

[lagansider] 05/11/2024 12:33

Yes, very quiet, no sign of Z1CO who was very vocal in run up to last earnings announcement in Sept.BOD Expecting to be in profit before EBITDA, hopefully can give a confirmation of a gaining in momentum of recovery as in Sept they only had a visible runway to January.

[devonlad] 05/11/2024 11:53

Very quiet on here, not a bad thing, chart starting to look very bowly with little resistance up to around 53p but I think this could get hight pre-results, all imho, nai, dyor.

[premium beeks] 31/10/2024 01:19

Thanks hazl

[premium beeks] 30/10/2024 21:34

Z1co had this absolutely spot on back in the rise to results above 60p. If he didn't act like such a bellend he could be one of the best traders on here with a good following. It's a shame, he really has a good ear for things.

[grahamytrain] 30/10/2024 19:34

I topped up when market opened and was difficult to get shares in any volume, had to split the buys up in order to buy them.

[mon3ybag5] 30/10/2024 17:14

Did you top up after the budget grahamytrain?

[grahamytrain] 30/10/2024 15:04

Yes this is a rather illiquid share!

[mon3ybag5] 22/10/2024 17:15

My view is that the very low liquidity means the price moves massively with any change in demand.
One chunky seller could easily have been responsible for today's slide

[caveater] 22/10/2024 14:27

Another false dawn sucked people in.....only for their hopes to be dashed again.....what the hell is going on here??

[grahamytrain] 21/10/2024 21:17

Think a lot of people used the rise to get out and cut their losses….still got Budget to come, will see what’s said there before topping up or getting out.

[mantelsloris] 21/10/2024 18:45

Paywall on this unfortunately

[s34icknote] 21/10/2024 13:38

Every one piling back in for results ???

[mssjones] 17/10/2024 09:36

Zoo win Netflix Preferred Fulfillment Partner of the year 2024 award. Excellent news, fingers crossed for more business.

[mon3ybag5] 14/10/2024 15:22

Is that net profit or ebitda?

[gzward] 11/10/2024 12:13

I attend AGM, questions and answers afterwards they are confident of hitting £60million revenue for year 24-25 .. with a small profit forecast , confident AI will add benefit to ZOO strategy .. waiting to see their next update in mid November .. estimates are for first half revenues at 27.5 million . Forecasting improved revenues for second half , if they add some substance in the update , then I'm thinking this should drive the share forward.

[grahamytrain] 10/10/2024 21:34

Yeah…..tell that to the markets….they ain’t listening

[mon3ybag5] 09/10/2024 15:24

Well worth a read, people think AI is a risk to the company but its actually an opportunity for better margins and higher capacity

[mssjones] 09/10/2024 15:04

Interesting video's re the Ai white paper on Zoo's website, find them in the investor section.

[amt] 08/10/2024 12:40

Director buys ?

[s34icknote] 08/10/2024 11:13

Bottomed ???