Zoo Digital Share Discussion Threads

[amt] 30/1/2019 07:13

No update to Oppenhenimer holding. Does that mean the buying is over?

[amt] 29/1/2019 18:37

One thing I don't understand is how they will be profitable in H2 (albeit probably a very small profit) when in H1 they made a loss and H2 is expected to be similar turnover but worse margins due to fall off in traditional business. I suppose some of that strange adjustment on the conversion loan will partly reverse. I can see cash increasing anyway because working capital should be in favour.

[peachie 74] 29/1/2019 18:12

The recent rise has to be corrected to a degree. It does seem a big buyer has now stopped as the sales are not being soaked up , and eventually we see a fall.
Could well fall back under 100 as there is no doubt lots of short term traders in here following the rise. And the falls can be as quick as the rises, so a few might get scared and run off with profits.

But that is Zoo for you. As a holder it really is a love hate relationship!

[peachie 74] 29/1/2019 18:07

I’m sure the last update said fixed cost base

Above numbers already largely known

None of the above takes into account the new partnerships hopefully to be soon announced

Or Zoo as a takeover target

And Oppenheimer fund I reckon might have done their research before bunging millions in

And I too have been along time investor, since the really horrible period in the early 2000s when a massive dilution killed the share. I lost bucket loads

But I truly believe Zoos product is too good to ignore and you can afford them the blips based on future potential.
But I’ve been wrong before ... I thought their interactive DVDs were great !

[amt] 29/1/2019 17:26

Turnover
H1 2017. 7.8
H2.2017 8.8
H1 2018 12.7
H2 2018.15.9
H1.2019.14.9
H2.2019.15.0 estimate
H1 2020.19.0 my estimate
H2 2020. 21.0
Some rather sobering numbers. After that big uplift 12 to 18 months ago which got us including me very excited and I thought this was going to be massive the last 3 half years have been flat. They will need a big uplift in 2019/20 to meet broker forecasts.
Remember also there is the convertible loan in 2020 at 40 something pence which will cause a bit of dilution.

[amt] 29/1/2019 17:20

Don't worry you guys who sold out I have an inkling that the share price will drift back now and probably fall back a fair way in March ahead of trading update. They will need to have some very good news in the year end report about trading going forward because the numbers won't look that great. I still think there is a chance this will come good or very good eventually but as a longterm investor (in and our) they tend to have lots of one off events that knock confidence. I sold off most of my remaining shares today at 1.05 and 1.09 and made an 850% profit overall. It could have been much more if I has sold at the peak 1.70. However 2 profit warnings and the fact they have increased their cost base ahead of higher turnover expectations has added to the risk.
I have had too many shares on AIM that look like they are going to keep going up but then crash to earth to risk it again for example Blinx Seeing Machines Gresham Computing for starters.

[gutterhead] 29/1/2019 16:35

it has to take a breather!!
needs 100p to be a support and should go up again tomorrow

[peachie 74] 29/1/2019 16:19

Right on cue. Down it goes ! FFS !

[peachie 74] 29/1/2019 15:23

Sells getting soaked up again

Just won’t drop this share !

[rambutan2] 29/1/2019 15:00

Am intrigued to know where Opp picked up the shares. Has it been in the mkt hoovering up all the pi sales (and did pi hold that many?), or which instit/s unloaded. So far no rns saying any reduced. If none did then very few loose shares left. Whatever, the shareholder base is strengthened.

[lauders] 29/1/2019 11:14

Chessmaster and gorilla36 - Confession time on my part too. I was/"am" a ZOO bull but with two disappointing RNSs in a row and a 40%+ drop after the second I decided that it would be best not to tempt fate and lose the profit I still had so sold out in the 80s area only to see it continue up each day to its current level which was my entry price on the 2nd lot of ZOO I bought. Luckily I bought my 1st tranche much lower down (just below 50p) a while back and had to sell some at 127p to fund a property renovation. Had to preserve my profit and not lose more when I sold the last lot the other day. Could have got a lot more funds to pay for an upcoming bill if I held on today but my crystal ball just isn't that good! I will keep watching ZOO and am happy that it is coming back strongly for those who stuck it out or being rewarding for those who took the plunge on the last sell-off.

[gorilla36] 29/1/2019 11:04

Chessmaster - You have my sympathy. My story is very similiar re ZOO, sold last week for 58.75 took over 40% loss. Bought back ytd for 94.40. Don't beat yourself up about it, it happens. I'm also holding GVC currently 38% but I believe the story so will be holding. I think this is where you have to get your % portfolio holding right. Both GVC and ZOO are around 5% of my portfolio so overall damage is limited. I'm afraid that's the game we are in.

[s34icknote] 29/1/2019 10:48

Does suck this trading lark !Just can't win sometimes !Sicknote

[borg45] 29/1/2019 10:33

Is zoo on the aim market??

[borg45] 29/1/2019 10:30

Definitely not the first trader this has happened too not pleasant I agree good luck with future trading

[chessmaster10] 29/1/2019 10:25

Purely a personal anecdote, but I'm gutted watching this.

I had 2 holdings (in other companies, not Zoo) which recently nosedived after negative RNS's. Held out only to see the price decline further in the following days with no sign of recovery.

So, 'I've learnt my lesson', I thought.

Then this ZOO RNS comes out, the share price nosedives, so I sold out straight away, no questions asked... at a 44% loss.

And almost each day since I've seen the share price recover double digits, almost back to where it was.

Sometimes you feel that somebody's having a laugh at your expense...!

The only caveat, is that clearly this buying is being sustained by a single institution. May see a bit of a decline again when they're done.

I'll aim to get on board again a some point, but for a PI like me, just after a profit warning is not the time to do so. I want to see solid, consistent growth first.

GLA

[eggbaconandbubble] 29/1/2019 10:14

Any recovery like this and Oppenheimer getting on board has got to bode well.

[s34icknote] 29/1/2019 09:31

What a recovery from 57pThis share has been one hell of a ride over the last few years for holders .Sicknote

[verulamium] 29/1/2019 09:23

amd - Roger is of an age to leave, good luck to him. Helen had been with the company since it was tiny and may well have seen her role move in a direction that she didn't particularly want. She was at the AGM and was chatting happily with her replacement.

The previous forecasts for this year were no longer priced in after the falls from 160p+ so no real reason for a fall when it's admitted that they won't reach them. They've given good clear reasons, and obviously Oppenheimer believe them. Either that or they know someone else who they think can run the company better. If "a big customer" wanted to take Zoo over, then messing them about on a couple of big contracts is a good way to start. Getting a friendly fund to accumulate is a good way to continue. Who knows? Never a dull share to hold though.

[ny boy] 29/1/2019 09:07

Certainly zooming now, didn’t catch the bottom but certainly happy now, a big bear trap or sure. Tucked away for long term investment, also delighted now (STX) is powering ahead on excellent news GLA

[takethat] 29/1/2019 09:05

Shorters still having their finances slaughtered by the MMs here......Good!

[amt] 29/1/2019 08:55

This is bonkers but who cares. 2 profit warnings and not a huge cash buffer 2 or 3 million perhaps. On the other side Director bought in. Broker reiterated 1.80. What is going on. I have never seen a share price snap back like this. Will it go back to 1.70?

[peachie 74] 29/1/2019 07:32

Threshold crossed 24th ?
Who was buying yesterday stopping a drop ?

[peachie 74] 28/1/2019 16:38

Very good....great to know they obviously have confidence in Zoo moving forward

Just hope lots of profit takers don’t jump ship without them to support the SP