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Share Name Share Symbol Market Type Share ISIN Share Description
Zoo Digital Group Plc LSE:ZOO London Ordinary Share GB00B1FQDL10 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -4.50 -3.59% 121.00 120.00 122.00 125.00 121.00 125.00 41,315 13:04:24
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 28.7 -2.6 -3.1 - 106

Zoo Digital Share Discussion Threads

Showing 37576 to 37599 of 37850 messages
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DateSubjectAuthorDiscuss
16/11/2020
23:27
Interesting to see that the seven latest job vacancies are all for positions which are to be seconded to a major client. If this doesn’t demonstrate how well Zoo software and services is becoming embedded with that client, then what does it mean?
martina pescatore
12/11/2020
07:40
CFO bought 25000 shares. A good sign.
amt
11/11/2020
13:40
Well I was commenting generally about people writing about surges in ticker. I think you will find it generally averages about 140k per day and has done for the last 18 months. Occasional moves up, occasional down. However people are giving the impression on occasions that subtitling is taking off. In fact it's not and as we have seen in the results the reverse is true. The decline of 20% you recorded would have been a good indicator in fact since it matches the real trend. I think we can forget subtitling anyway, I have given up on it ever taking off. it's all about dubbing now if the business is going to make good progress.
amt
11/11/2020
09:40
Ticker just now 375,936,743, ticker on 30/10 (last number I have) 373,560,048. That's 198k a day - well up on the same period last year and not stuck in a rut (which admittedly it had been for a while), so the last suggestion of a surge was spot on (even if they're often not, or very temporary) I had subtitling numbers for the half year down just under 20% (figure slightly vague as I only save numbers every month or two, and seldom on the right day of the month!), so slightly disappointing that this led to subtitling revenue down more than 30% - though ZOO have always been at pains to point out that there isn't a strict correlation between the 2 as margins vary depending on the nature of the work. Yes, dubbing margins are disappointing so far - presumably a lot of extra work is involved in quality control with the early work for new clients and with new vo artists - margins should improve as they're allowed to just get on with it.
verulamium
11/11/2020
06:35
Well done Snoper. The fall in subs ties in with ticker which has been stuck in a rut for ages. I am always cautious of posters stating the ticker is surging etc so best to keep a record. Dubbing looks very positive so I don't understand why they didn't give these numbers in the statement. It has long been said that dubbing is the most important element so why not make more of it in the report. I thought dubbing had much higher margins so a bit of disappointment there. I thought dubbing had much higher margins so a bit of disappointment there. Nevertheless the potential for rapid growth is better than I had concluded
amt
10/11/2020
20:10
Excellent review snoper. I agree with your thoughts.This is a medium term play. Good ingredients for a successful investment. Stuart and Phil are both in it for the long term and I suspect live and breathe the company.. They are clearly also generating a strong corporate identity. They were in my view extremely confident regarding the future.They are building a company which will have a long term future,be profitable and successful whilst looking after its employees and respecting its clients.In a Biden world what's not to like.
nicyts2
10/11/2020
19:09
Snoper Appreciate your effort thank you.
gutterhead
10/11/2020
18:50
A few thoughts/considerations/notes from what has become public today (reporting and interim presentation just now): - out of $9.9m localization revenue in H1 '21, 50% was dubbing. This was 10% in the same period last year (aligns wit the c.500% increase we have read about). Thus now c.$5m of dubbing related revenue for H1 '21 - "Zoo currently has strongest order book ever" Stuart mentioned. I believe this only to be relating to digital packaging (and perhaps dubbing). Can't possible be subs as well given covid - Out of the additional 65 personnel (265 total), 10 related to dubbing and 35 to digital packaging - Zoo will remain investing significantly up to reaching regions of $100-200m of revenue, to gain ground/market share on the large competitors. Priority will be revenue first, profitability second - In time, Zoo aims to have "cost of sales of under 60%" according to CFO. I.e. gross profit to be at 28/30% (current gross margin is clouded due to investments in personnel - note that cost of sales includes freelancer costs, production department costs such as talent finding/quality assurance/project mgmt). The CFO also mentioned that with $100m in revenue, he would expect EBIT so stand "at double digit" - The "overall" market for Zoo was mentioned to be $3bn, whilst media localization stands at an estimated $2.4bn. This implies that Stuart estimates digital packaging market to be $600m (I will need to rewatch to validate, but feel free to correct) - Dubbing is consuming cash -> dubbing talent will invoice earlier than Zoo client pays. Zoo is confident to finance this going forward out of cash generation and (undrawn) working capital line of a small $3m they have currently - Digital packaging is expected to normalize to some extent in the future. Although content owners still have a lot of back catalog available. For now -> order book highest ever with very strong Q3 outlook. Uncertain for large part for Q4 (visibility not that far) - Zoo has been able to acquire a lot of new customers since existing providers to those companies were in a covid hiatus (impacting especially dubbing operations). 2-3 of those clients are "significant". As per reporting Zoo has 30% more customers now (to 122) and is servicing all major Hollywood studios now (for subs! hence this is not directly related to a lot of new clients who where won via the dubbing route) - A large OTT client (I suspect this to be Disney) has expanded its adoption of Zoostudio within its organisation - Some color on AI was given. In short: not a risk for "the spoken word". We have heard this before, nothing new Today I was disappointed with the financial results (yet again). This was before I realized that subs were down 34% and Zoo still managed to grow localization 10%. If dubbing would not have grown $4m (to the $5m today), localization for H1 would have been hit severely. Given their recent investments in dubbing (10 FTE) and wording around their dubbing strategy (continued R&D spend for efficiencies/breadth of offering and contracting "key advocates of the industry"....) they seem to be very bullish on continued growth of this $5m dubbing revenue for H1 '21. Digital packaging now has the highest order book Zoo ever encountered, for which they needed an additional 35FTE. We know this digital packaging has a very strong margin profile. The CFO did mention some expections of the % revenue contribution of digital packaging going forward but I will need to validate. Of course, when Covid normalizes - so will digital packaging. But content owners still have a huge amount of back catalog. My personal expectation is this will come online even in non-covid circumstances, albeit a a slower pace. You should not invest in Zoo if you want to trade it. Based on the information today I am convinced that Zoo has a good shot at growing considerably based on where it is today - driven by a strong outlook for dubbing / digital packaging and normalizing of subs. Zoo is better positioned now than it has ever been. So I am invested in Zoo and will remain so for the longer time period (3-4 years). I suspect this to be the timeline mgmt aims to achieve $100m in revenue as well.
snoper
10/11/2020
15:44
Investor's Champion covers in today's update "...a mighty rating for a business which appears to be struggling to deliver meaningful returns."
energeticbacker
10/11/2020
09:49
Anyone any idea how much of turnover us dubbing. They tell us Urs gone up 400 plus % but on what which poses a big question mark.
amt
10/11/2020
09:17
This co brilliant at explaining....
gutterhead
10/11/2020
08:51
Yes brilliant outlook = jam tomorrow. It would be nice occasionally to have a brilliant set of results showing real growth in value to go with the brilliant outlook. Maybe next year.
uknighted
10/11/2020
08:44
I was in here a couple of years ago and bought back small last week. So I think I'm relatively unbiased and I thought results were good. Maybe 6.5/10. They are grabbing land, increasing clients by 30% is very significant for the future
mad foetus
10/11/2020
08:39
This outlook is brilliant in my opinion Outlook · ZOO's technology is becoming increasingly embedded into the operations of major studios and streaming services · Our market-leading end-to-end solution continues to be a major beneficiary of the shift in industry prioritisation · Scope of services delivered to major clients is expanding · COVID-19 has accelerated an enduring industry shift to software-enabled services · Trading in the first few weeks of the third quarter has been strong, with revenue growth expected to be over 20% half-on-half · Confident in achieving increased market consensus for the full year
martina pescatore
10/11/2020
08:37
Geriatrick I’ve been invested here for over 10 years. Every set of results comes with good news offset by a qualification. Every set promises jam tomorrow and this set is no different. Any new investors reading these results will think that the next results will be really good, but I’ve been thinking that for the past 10 years. GLA
uknighted
10/11/2020
08:36
I also liked the interims; minimum 20% growth forecast in H2 revenue ($15.6M H2 FY 20). If they are as confident as they sound, let’s assume 25% H2 growth = $19.5M H2 FY21, therefore full year revenues of $35.9M (+ 20.5% yoy) in a growing market with first mover advantage and market leading services. H2 growth could easily be higher than 25%; Zoo have tended to sound a conservative projection in the recent past and always better to under promise and over deliver. Plenty of potential further on and also bearing in mind the recent capital markets event where Zoo outlined their strategy for being a $100M turnover business. NIA and DYOR
martina pescatore
10/11/2020
08:24
Turnover up profit down. Until the next excuse for lack of profitability.....
gutterhead
10/11/2020
08:23
Q3 started strongly but only 20% ahead YOY which is only marginally ahead of H2. Anyway I think it's now a safe investment which should gradually increase in value but I am not expecting the fireworks once hopped for.
amt
10/11/2020
08:17
I read the results in a more positive manner than uknighted! They have found that COVID has increased the interest in remote cloud based subtitles and dubbing. All the Hollywood studios are using them now; retention rate is 98%; revenue up 15%; EBIDTA down to $1.3m ( $1.8m) cash $2.1m ($0.6m)and staff up to 265 from 205 as they expand. Dubbing is up 480% yoy. Stuart Green (CEO) says " plenty of back catalogue work and well placed when content creation resumes" Q3 has started strongly. What not to like?
gerihatrick
10/11/2020
08:14
Here we go again. Make more revenue but had to employ more people so made less. I mean ffs, if you’re products are so great and in such demand, grow a pair and put your prices up to increase your margin and op profit. This lot are weak. They need new leadership
gutterhead
10/11/2020
08:10
Not sure, I've read it a couple of times and think this time things look very good. Client list sharply up, back catalogue work up, a lot of opportunity going forward that they are now in position to exploit.
donald pond
10/11/2020
07:47
RNS Interim Results. THE classics Zoo jam tomorrow RNS: Gross profit reduced to $5.1 million (H1 FY20: $5.8 million) explained by an increase in direct staff required to deliver growth in H2 Trading in the first few weeks of the third quarter has been strong, with revenue growth expected to be over 20% half-on-half · Confident in achieving increased market consensus for the full year
uknighted
30/10/2020
11:51
You definitely don’t make the mob bigger and employ top people if you can’t afford the jam! Looking forward to the 10th with my bread buttered and ready.
plok
30/10/2020
09:47
Its about time this mob delivered......never known so much jam tomorrow
gutterhead
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