Zoo Digital Share Discussion Threads

[pockstones] 11/12/2024 17:56

Curious is it not when you plot the trading updates against the share price they simply do not match up

[mon3ybag5] 11/12/2024 16:10

Wait till the next trading update

I would be absolutely gutted to sell here then it pops to 65p in jan

[filterwest] 11/12/2024 15:11

This is going nowhere. Absolute stinker.

[anothertim] 26/11/2024 10:27

I would agree that AI represents a major threat to the translation areas of the business as it currently stands. The first stage is to automate the translations and use humans to QC them. Ultimately, that QC work could also be automated.

But remember, a lot of the translators the business use are freelance so not direct employees so if they can automate the process (and I'd be amazed if they were not working on that) then all they do is cut external costs. Zoo have always had their "finger on the pulse" of tech but I think they

What frustrates me, I've been a tiny shareholder since before the stock consolidation way back in the 2000s when I worked for them, is that the business is always having to re-invent their USP as both media and technology are evolving too rapidly to enable Zoo to make much of sustained profit on their technology.

It's a constantly repeating pattern of cash in > develop tech > push tech > fail to make enough profit > cash in. Anyone that's been here for more than four years will have seen this pattern but I have faith, knowing the technologists involved, that sooner or later they'll be able to break the cycle. Faith + a tiny investment I can afford to lose.

[fft] 26/11/2024 09:16

Surely AI will take over translation work. Maybe not immediately, but within a couple of years given the pace of change. It's ability to sound human (breathing, pauses, empathy, emotion) means it is now hard/impossible to reliably discern what is human and what is AI and AI will only improve. The next step will be to translate colloquial from one language to another. I could see this occuring for major languages very soon, and for minor languages in the medium term. Then no need for voiceovers and hiring people in multiple languages. Possibly even apparent real time translation where the software is fed the words 10-15 seconds ahead of them being spoken on the screen. Either way, I see ZOO's USP being eroded quickly.https://www.bbc.com/future/article/20241122-ai-deepfakes-is-there-something-special-about-the-human-voice

[gzward] 22/11/2024 11:27

My interpretation of our last meeting review was that Disney have changed how they issue orders therefore Zoo were unable to confirm Q4 due to their current reliance on revenue associated with Disney. However they both remained confident of hitting 58-60 million24-25.
Also intermated that Disney 22-23 accounted for 70% of their order book now with a growing reputation and additions of new customers Netflix , Amazon, Paramount to name a few there reliance on Disney has been reducing, I remember them advising that Disney currently accounts for 40% Revenue. I think once we see a steady growth projection , with profits the share price will recover. The last two meeting's are on their web site and worth a watch.

[spa362] 21/11/2024 09:20

It will happen once the next trigger comes along. Good chance of a significant re-rate so long as progress back to profit continues as expected.

[grahamytrain] 21/11/2024 08:46

Yeah, but we gotta get the market to appreciate them for it to count.

[levinson1] 21/11/2024 07:49

Should be there any day soon. Fundamentals are great imo

[grahamytrain] 18/11/2024 21:36

Back to 40 would be a good start !

[levinson1] 18/11/2024 07:16

Great company with a great product. Back to the high 40's this week ?

[grahamytrain] 13/11/2024 14:01

Let’s hope it’s not simply wishful thinking.

[toby hall] 13/11/2024 07:41

good support at 32.3
should return to 44.5 within a few sessions

[caveater] 13/11/2024 06:31

Hopefully the presentation has reassured folk that this share is going in the right direction, albeit slowly and with a little less cash.

[spa362] 12/11/2024 18:43

Was a bit disappointing today but see no reason to be especially down on this share

[grahamytrain] 12/11/2024 18:34

Well let’s hope that is reflected in the share price tomorrow.

[gzward] 12/11/2024 18:06

Just finished the update , the 25% drop in share price was triggered by one retail share sale that triggered stop losses until the bottom was reached. Personally lots of good information customer base growing and sales have been shared across more customer than just one customer ( Disney) I feel more confident after sitting through the update very positive.

[spa362] 12/11/2024 08:14

A few people exiting which is fair enough if that is their view. Think the buying will start again soon...

[chunkster] 12/11/2024 08:11

These results are as good as can be expected! Steady improvement after what has been a terrible couple of years. There still a great company with great product!

[molatovkid] 12/11/2024 08:10

The amount of contractors they have tends to suggest there is no shortage of work.

[chesty1] 12/11/2024 08:09

Market doesn’t like it

[babbler] 12/11/2024 08:02

Board believes its cash and debt facilities provide the Company with sufficient working capital to meet its operating requirements for the foreseeable future

[barnes4] 12/11/2024 08:01

Cash yikes yikes yikes

Phat one due??

[babbler] 12/11/2024 08:00

Read the full rns.

[nakedmolerat] 12/11/2024 07:59

cash from 16 to 4

yikes!