Zoo Digital Share Discussion Threads

[devonlad] 28/3/2019 13:48

Not sure what the short interest is here, bound to be some so the more it rises, the more shorts get closed, could lead to a sharp move upwards, here's hoping anyway. Looked incredibly over sold on the charts anyway.

[eggbaconandbubble] 28/3/2019 12:56

Hawkwind....Silver Machine. Those were the days!

Aside from that I think that I agree with all here. Keep up the enthusiasm!

[peachie 74] 28/3/2019 11:38

I really would not want to not have my money in this share atm. The way this can fly when it gets going. People have got to start taking note of the potential.
Totally oversold
NAB update I’m sure and trading update
And ALL positive news flow on the website and surrounding OTT demand and localisation.
Good luck all

[martina pescatore] 28/3/2019 11:06

Looking at recent news articles on the Zoo website, on 13 February 2019, Zoo announced that they had joined the TPN (Trusted Partner Network)the new international standard for content security; and on 27 February 2019 Zoo announced that they had joined the DPP (Digital Production Partnership).

Bearing this in mind and then read on the Zoo website the article on 8 March 2019 titled:

MESA Europe Recap: Challenges and Predictions at CWMF 2019.

I think Zoo could be very likely to benefit here, time will tell but as the evidence mounts and the different revenue streams add up, the risk reward from an investment perspective is quite favourable at these prices IMO.

NIA and DYOR

[blondviking] 28/3/2019 10:23

Nice lift in price this am. Just topped up with a few more and help bring my average price down a little.

[tokyojoe007] 28/3/2019 10:04

Agreed, have to look beyond the basic numbers... that back catalogue spike two years ago was also confirmed as being lower value work. It wouldn’t surprise if Zoo were concentrating more on the higher value work as the product matures. Also H1 2018-19 the work fell off a cliff with the articulated changes within THE major customer reconfiguring their supply chain model, whereby the content owners now become responsible for delivering pre subtitled content, this still using Zoo (if required) with Zoo then invoicing the content owner, instead of ultimate service provider. This caused an almost halt to the ticker between 230-250 mm, so much so they took it off the website. So, we can derive how much comes from that one service provider for which Zoo are preferred supplier status. There is a lot of potential news... the award, the long awaiting licensing which seems to be being discussed with content owners and localisation providers. Apple announcing a streaming service which will have a goal to become No1. If i’m not mistaken Zoo have a preexisting relationship for iTunes content packaging, so perhaps they will be an option here with their market leading, quality, cheaper cloud based solution. Even if Apple went to other localisation providers, SDI delux etc... it would appear they have finally cottoned on to fact, to meet client aspirations profitably they will have to get on the cloud/digital/workflow bus, again do they do it themselves or sublicense from the only show in town. NIA and DYOR - we will find out at some point

[verulamium] 28/3/2019 09:24

amt...not really a slowdown, unless viewed in chunks of 100M. The peak rate was Summer 2017, which was confirmed by ZOO IR as being caused by "processing a very high volume of pre-existing subtitles from a back catalogue" - completed Sep 2017.

The rate for the last couple of months has been around 167k a day, compared with around 150k a day for the last couple of months of 2017-18. For the nearly-finished H2 we're 43% up on H1 and 15% up on H2 2017-18.

As IR also pointed out: "We are aware that investors try to extrapolate revenues from the value of the ticker. In practice, while there clearly is a relationship between the ticker and sales of subtitling services, the relationship is complex and dependent on the type of assignments that are being processed during each period".

[hawkind] 28/3/2019 08:14

Quite normal to have slowdown periods as better for a sustainable SP, as appose to initial impact, and of course there are peaks and troughs in any industry. I am accumulating at these prices as it's a prime candidate for a takeover. Netflix have already attempted to bring in house and failed, realising more to it than they realised, right systems, skill set, attracting and retaining talent etc, so why not buy the finished article and have it as a subsidiary operating as a separate entity but serving the requirements of Netflix media. No brainer really IMHO and DYOR.

[amt] 28/3/2019 08:06

OK thanks for that. So it looks like a slight slow down. From 16 months to 19 months to add a hundred million. So slowdown but not dramatic.

[chrisalis1] 28/3/2019 07:46

Sixteen months. The RNS was updated later that day.

[amt] 28/3/2019 07:31

7 August 2017.Zoo announced 200million subtitles. ZOO reached 100 million subtitles 3.5 years after launching its subtitling service; this subsequent 100 million were added in just six months.

So its taken 19 months to get from 200 to 300 million. Considering they were running at 100 million in 6 months back in 2017 there has been a dramatic slowdown. I am very surprised by this statistic and at a loss to explain it. It is of great concern though that after an early success things seem to have slowed down so perhaps its not about one off issues.

[peachie 74] 27/3/2019 13:59

Also announced on Monday on Zoo website, 3 brand new dubbing innovations

1. Lip sync dubbing. Identifies where mouth movements could occur onscreen by analysing the script., Basically makes a very labour intensive process a lot more efficient.

2. Text to speech. This automatically converts text to speech to speed up the creation of audio description streams. The efficient production of audio offers content owners choice and flexibility when it comes to services such as audio description, especially when a TV or movie needs to be launched quickly in a new market.

3. Audio casting. This uses cloud software to automate a first stage of the casting process by efficiently matching the voice of the dubbing artist to the original actors.

However this share is at a year low is beyond me. The potential is phenomenal
DYOR

[tokyojoe007] 27/3/2019 11:09

This has fallen further than many ever suspected, clearly the ‘one off’ subtitling and then dubbing planned program, not to mention the anticipated legacy DVD declines have hit the sky high projections. However with the ticker surpassing 300mm in a day or two (100mm and 200mm were both historically announced) we might be due an RNS. Zoo have won a previous NAB award so clearly in the running again, along with strong apparent feedback from content owners and a more collaborative approach across the industry being discussed in event articles, timing might be opportune for some confidence. Streaming and dubbing is growing as sure as the sun rising each day. Here’s hoping. DYOR NIA and good luck all

[martina pescatore] 27/3/2019 08:08

Great news item on Zoo website yesterday.

Team ZOO is proud to announce that our cloud-powered localization ecosystem, ZOOstudio, has been nominated for the first-ever NAB Show Product of the Year Awards. The official NAB awards look to celebrate the most ground-breaking products on display at the world's landmark event in media and entertainment.

ZOO President, Gordon Doran said:

“ZOOstudio is all set to change the way content owners manage the localization and digital distribution process – keeping everything collaborative, transparent and secure in one central system.

"We're delighted to see the fantastic feedback we're getting from content owners is being reciprocated by the panel at NAB. As more industry experts acknowledge that collaboration is the way forward for localization, we're proud that ZOOstudio is being recognized as the platform that can bring all the pieces of the puzzle together."

Zoo Sudio will hopefully prove to be another source of revenue for Zoo and could provide a very nice recurring revenue stream over the medium to long term.

NIA and DYOR

[kirk 6] 26/3/2019 20:51

What's cash value of the business ? That's when I invest. I'll through 100 grand in when and if it hits that

[chunkster] 26/3/2019 20:50

Should hit 35p hopefully next week and approaching value for money 20p soon

[hawkind] 26/3/2019 13:26

LMFAO, this will not break down through 40p, are you feeling ok? If this gets to 20p, I will be selling my house to fill my boots. Streaming, content, dubbing is only going to grow in the future, the biggest long term risk here is one of the big players buying Zoo for its technology and IP, which is not a bad thing for investors providing the price is a reflection of the assets. IMHO and DYOR

[chunkster] 26/3/2019 13:21

I am going to jump back in at around 20p, if no news that is exactly where this is going.

[brokenbuckles] 26/3/2019 08:58

I did specify UK offices. None of those vacancies in LA are for dubbing... all I'm saying is for a business in growth mode, I would expect to see some vacancies in their UK operations regardless. Maybe they have enough capacity after the 2018 build.

[martina pescatore] 26/3/2019 08:28

There are currently nine vacancies in the LA office advertised on the Zoo website. This is much higher than the five or six typical over the last couple of years.

Currently there are no specific vacancies in the Sheffield or London offices of Zoo.

Check the website.

[peachie 74] 26/3/2019 08:26

No impact whatsoever !
But one of the Dierctors did buy some. In Jan if my memory is correct. Around 60p Mark

[zooskeeper] 26/3/2019 08:05

The first blue day in a long time.....

[amt] 26/3/2019 07:50

Really and what was the net impact of these Director deals?