Zoo Digital Share Discussion Threads

[peachie 74] 14/3/2019 12:31

Well done Estienne
Good luck all

[estienne] 14/3/2019 10:52

Glad I heeded posts from KCR69 and AMT. I held off buying and will continue to wait a bit

[peachie 74] 14/3/2019 10:05

Wow. People love to follow a trend !!
Sellers must be hoping to buy back in cheaper ? Why sell on no news. I’m sure these people haven’t suddenly discovered any flaw in the company or rooted through the accounts !!!
Here’s hoping for a bounce soon for all holders

[amt] 13/3/2019 16:26

Oppenhenimer must be looking at a big loss on paper at the moment.

[2350220] 12/3/2019 13:42

Thanks to all the knowledgeable posters on this thread

Now that we've broken through the 60p level, does this mean that we are in for a serious bashing?
A few months back I added to my holding. Oh dear when will I learn?
John

[s25ava] 12/3/2019 13:14

Getting that sinking feeling?

[davidosh] 11/3/2019 16:24

Just to let you all know that Zoo will be presenting at the Mello2019 event on Thursday 16th May. They will also have a stand at the event so available for Q&A with the delegates.



They will almost certainly be doing two presentations so one in the morning and one afternoon.

More info and tickets here... If you use the code ADVFN30 you will be able to receive a 30% discount off the ticket price

[amt] 11/3/2019 16:20

Peachie a 30p price target in those days was about 10m market cap. Since then we have had dilutive fund raising. Today the market cap is 45m and if it fell back to 30p it would still have more than doubled since 2013. I think the market is waiting for next results which may not be great so perhaps a further fall then. Besides which the actual price in those days was less than 10p so in fact the market cap has increased approx 15 fold since those days reflecting the progress made. Its just we and I for one had expected exponential growth not the stuttering growth we are seeing recently.

[volsung] 11/3/2019 15:50

Maybe a bounce at 48p. Who'd a thunk it??

[martina pescatore] 11/3/2019 08:58

If the major content owners demand a more efficient, standardised, cloud-based approach to localisation, there may only be one game in town currently. Collaborations with other LSPs and / or licensing of the zoo software (which personally I place huge value on) appears to be a very viable option for the near term.

And regarding price targets, Finncap currently give Zoo Digital a price target of 180p I believe.

NIA and DYOR

[peachie 74] 11/3/2019 07:46

And just noticed ( at the head of this thread)FinnCap had a 30p target for Zoo in 2013 ! And the so is currently only 60p ish 6 years later , when the company has progressed massively.

[peachie 74] 11/3/2019 07:43

And collaborations with other LSPs is mentioned in several articles... Very interesting !

[peachie 74] 11/3/2019 07:40

Zoo is at last keeping on top of their website , updating it regularly with very encouraging news flow.
Atm, short term holders are causing a downswing in share price They are selling with no medium to long term view.
The article regarding the MESA forum on Zoos website is definitely very interesting.... as stated above the insinuation is that LSPs are slowly realising that a cloud based solution is the future. And Zoo definitely are way ahead of the competition in this regard.
Great potential hopefully !

[nicyts] 09/3/2019 13:41

The interesting feature is the reference to the content owners being keen on the collaboration and by implication the more general adoption of the technology that is on offer. Previously it was said providers had to much invested in own fixed asset arrangements. However if the owners like the technology they may press for the adoption of the cloud alternative. After all we are told it is more secure and more efficient. If that is right and we are told that it is game changing then as the owners would clearly press for its adoption.That pressure will be powerful. I suspect that it would be different for zoos technology to be replicated. They are clearly on top of their game so far as that is concerned being in essence a software company that has fallen into localisation. This therefore means they have a strong bargaining position. How they use it will be interesting. The recent article suggests that they have started fishing so let's see what they catch.

[martina pescatore] 09/3/2019 07:31

Last week, Team ZOO travelled to a characteristically drizzly London for MESA Europe’s Content Workflow Management Forum.

There are some very interesting comments in the latest article on the zoo website.

Could this be the moment that zoo considers licensing its software for others to use as an industry standard? Their technology seems to tick many of the right boxes when it comes to addressing the pain points shared by both the content owners and the LSP’s (localisation service providers).

Interesting times ahead I think.

NIA and DYOR

[peachie 74] 09/3/2019 06:14

Moving forward that was a known demise.

[hatfullofsky] 08/3/2019 23:52

Huge question remains - how much revenue - profits were derived from the DVD / BLU-RAY conversions. That is not recoverable income

[peachie 74] 08/3/2019 23:05

It has
But Zoo is a volitile share. Speculators get in hoping for quick rises. And day traders dip in and out to make a quick buck.
The company is as good as ever , but short term holders get itchy feet and move on. The business of localisation is not something where quick good news will flow.
As time goes on we will see the results.

[nicyts] 08/3/2019 13:39

Collaboration is mentioned on the website. Does that mean licensing deals are in the wind.Whatever the position the share has surely fallen to far.

[davidosh] 16/2/2019 02:19

Just to let you all know that Zoo Digital will be exhibiting and presenting at the Mello2019 event on 16th/17th May



They will almost certainly be doing two presentations so one in the morning and one afternoon.

More info and tickets here...

[peachie 74] 15/2/2019 07:44

Netflix tried going in house and ‘copy’ Zoos technology and failed. If the biggest OTT providers cannot do it , who can ?
There is the gamble with this share. They are revolutionising localisation. Like any product brought to market, people will try and copy. But by that stage Zoo will be the reference point in localisation for OTT providers and heavily relied upon for their services.
The large OTT providers may try it in house. But like Netflix , they will find gathering worldwide vocal talent is very hard and takes time. Zoo have done. Got the people in place and ready to go.
And are your bog standard localisation providers SDI for example , suddenly going to ditch their studio based localisation model ? Nope.

And I hope it’s not a one off for Zoo holders. I hope they keep having a growth in work from their biggest clients !

We will see.
Good luck all

[amt] 14/2/2019 22:30

"We are now enjoying a growth in orders from our largest clients and expect to add significant new accounts during the remainder of the second half"
That was from the trading statement.

It's not a one off its at least a 2 off because they already had a 1 off in H1.
Seen it all before.
What happens if we get a 3 off.

I hope it's not like Imagination technology. Fantastic technology which after a great start fell away despite so much promise. Lots of excuses for missed targets made there over the years. It was the competition that did for them and Apple gradually replacing IMG technology with their own in house graphics chips. We were told that was virtually impossible but it happened.

[peachie 74] 14/2/2019 18:35

Growth in orders from our biggest clients hasn’t been said before ?

[amt] 14/2/2019 17:35

Nothing new there, it's a rehash of the trading statement. They also mentioned a while back there would be news on London office expansion. I don't place a great deal on it.