Zoo Digital Share Discussion Threads

[peachie 74] 25/3/2019 21:51

Just realised on Zoos website they promote their localisation for adverts to. No rush fees and 1 hour turn around.

[devonlad] 25/3/2019 19:22

News on Apple today adding magazines. Nice, buyer moving in.

[hawkind] 25/3/2019 19:06

I believe Apple will purchase Zoo in next 6 months

[peachie 74] 25/3/2019 19:01

Yes. This just shows how lucrative the OTT market is. Apple want a piece. And OTT providers need to localise content.
The potential of Zoo and it’s localisation technology just keeps growing.

[mo2550] 25/3/2019 18:33

Zoo have partnered Apple iTunes since 2015 - potentially this puts Zoo in a strong position to support Apple with their new content streaming business venture ...

[kcr69] 25/3/2019 09:53

The following is all highly speculative and should be read in that context. While there is nothing dramatically new in the articles, it does provide some interesting background to industry timeline development all the same.

On 28th February 2019, Arden Partners (who are highly bullish on Zoo with a price target of £1.40), published a note entitled "Can Zoo get a piece of Apple?"

The basic premise of the note was that with Apples iPhone sales stagnating and their increasing investment into services, would it be unrealistic to see apple spend up to 10% of their current cash pile on video as part of a serious move on existing OTT competitors. 10% would equate to a whopping $28.5 billion. The note, which is primarily focussed on the reasoning and likelihood of Apple focussing on original content OTT services in the future, suggests that Zoo are well positioned to capitalise on the accompanying localisation requirements from such a burgeoning industry (nothing majorly new in that last sentence).

Interestingly the BBC website ran an article on Friday (22/03) entitled "Is Apple about to expand its TV service?" Link attached (
Continuing the speculative theme, the article kicks off with "Invitations to an event at its Cupertino campus on Monday simply saying "It's show time" have sparked speculation that the tech giant could be about to announce its next TV steps."

It will be interesting to see what Apple unveil later today.

From a personal perspective I have been buying Zoo again over the past few weeks from mid 60's. While I think mid 30's /low 40's cannot be ruled out in the immediate term in the current market, and while I do not expect to see game changing growth out of dubbing anytime soon, Zoo is a well invested and managed company in its primary subtitling space, and given the huge opportunities that will be presented from industry developments, I now view the upside potential for both short and medium term as compelling.

[peachie 74] 24/3/2019 10:26

The more I read about the Zoo Studio, the more promising it looks.

"Zoos collaborative approach sees services such as dubbing, subtitling, metadata localization and media processing delivered either by Zoo as the end to end vendor or in combination with clients' other preferred global vendors"

So Zoo is basically allowing the vendors to use their system with other localisation preferred providers ( ie previous competitors ). So if an OTT provider is using another localisation vendor, Zoo is getting a piece of the action. Obviously Zoo doing the job end to end would be preferable, but great move to increase turnover. They will be getting income from a localisation project where previously they would have got nothing.

Fantastic move by ZOO IMO.
DYOR
Good luck

[nicyts] 23/3/2019 20:09

What is Zoo? How much do we know?First the software company turned subtitlers. This was clearly successful and pays for the investment for the development of the dubbing business. That appears successful but is an infant and we do not in truth have any figures to show how profitable. We do know that cash flow is fine so between subtitling and the infant dubbing they are paying for themselves and the investment in the new ecosystem created and recently announced.One day soon all the above will be mature and realising their value whilst no doubt the wise men in the company will be developing the next phase.What is Zoo? How much is it worth?

[peachie 74] 22/3/2019 16:07

Great resistance today at those prices.
I got hold of more. Although shows as a sell :(!

[peachie 74] 22/3/2019 16:06

Sellers got to be looking at this and crossing their fingers that this doesn’t gain momentum. Massively over sold.

The brief periods I have not held , are usually nerve wracking periods thinking I won’t be a holder if a takeover bid comes in !!!!!!

[volsung] 22/3/2019 14:47

Yep Devonlad. Hope springs eternal...

[volsung] 22/3/2019 14:37

Well. Better put my money where my mouth is. Bought a few at 48.4p

[devonlad] 22/3/2019 14:33

A lot of support now coming in on the book, weak holders should have cleared by now.

[hawkind] 22/3/2019 10:50

It's looking exceptional value at these levels and if revenue cannot be grown organically it is a no brainer take over target for one of the big boy media players in the market. Netflix/Amazon/Apple/Alphabet. The risk/reward is now very good. I do feel for those who bought over £1.50, but feel in time it will get back to that range or be taken out above that IMHO and DYOR.

[tkamp] 22/3/2019 10:18

Bought back in a modest position at ~50p after previously having been a shareholder. Sold all my shares at ~140p in September after disappointing update. Shares have now sunk to a level so low that the risk-reward is looking very attractive again. Absent huge news (e.g. becoming a Netflix Dubbing preferred supplier, which would be massive) shares won't go back to previous levels (>150p) any time soon. But if business normalizes again and growth rates go to ~20% with operating leverage kicking in I can imagine the shares trading at ~80-100p.

[peachie 74] 21/3/2019 18:25

Definitely oversold. Week holders selling at a loss with no long term view. Most probably haven’t really got a clue what the company does. All small private investors who have jumped on board for a quick buck in the rises. Now they are following the herd. There is rarely a sale of over 20000 shares. Just 10G. The big investors/institutions are holding back atm about Brexit.
This is where people can make big gains. Buying in the dip when a company has been oversold without any great reason.
When this starts rising , people will scramble back on board , scared of missing the rise having sold low. I’ve done it.
This fall cannot continue. There can only be a limited number of people willing to sell. When the slow, low volume sales stop, and hopefully Zoos potential starts to show, the reversal could be pretty big and quick.
My opinion. Good luck holders

[cliffycliffy] 21/3/2019 17:25

Hello. Been watching your posts and think its been totally oversold. Perhaps the shorts will get caught out for those holding.

[peachie 74] 21/3/2019 15:49

Loads and loads of people must be selling at a loss !
Pretty short sighted imho.

[peachie 74] 21/3/2019 14:38

Agreed. Wish I had deeper pockets !!

[devonlad] 21/3/2019 14:09

Just started nibbling in here, looks like the drop, very significant, is a bit over done.

[verulamium] 21/3/2019 12:10

Good spots Peachy.

Whilst on their website I checked how the subtitling ticker's going. Nearly at 300M. H2 (nearly finished) is 36% up on H1, and 10% above last year's H2. Hopefully by now dubbing revenue is significantly higher than the subtitling, but it's good to see a bit of a recovery there.

[peachie 74] 21/3/2019 09:00

It’s their technology applied in a totally different way , allowing more to access it.

[volsung] 21/3/2019 08:43

Yes indeed bamboo. Gl

[bamboo2] 21/3/2019 08:42

Hi vols, thanks for the swift reply.

I am unsure which of the two potential turns will materialise, if any! Last market pricing is often more accurate, but both work reasonably well. I guess we are both looking for a valley or low turn combined with high volume. gla