Zoo Digital Share Discussion Threads

[verulamium] 23/1/2021 23:54

Thanks toptomcat - good write-up

[toptomcat] 23/1/2021 22:07

Just tipped by Midas

[nicyts2] 18/1/2021 15:48

Share price moving up again. Would love to know how dubbing is doing? Suggestions going well but I have no real idea.Anyone with a insight that would be helpful.

[snoper] 14/1/2021 14:30

Great article on Zoo dubbing https://www.zoodigital.com/news/mariusz-jaworowski-welcome-to-zoo?utm_campaign=Dubbing%20Team%20Expansion%20%7C%20Feb%202021&utm_content=151529669&utm_medium=social&utm_source=linkedin&hss_channel=lcp-125052

[gerihatrick] 11/1/2021 08:59

And it all started with Phil Blundell the FD buying 10k @ 54p!

[ny boy] 11/1/2021 08:53

Onwards & upwards on the breakout!

[nw99] 11/1/2021 08:11

Thanks for this

[kcr69] 08/1/2021 07:28

For those with an interest / awareness in the subtitling volume tracker on the ZOO website, below is a quarterly breakdown of performance this year, which clearly adds traction to the increasing inferences of record pipelines / workloads etc

Q1 12.0m -3.5%
Q2 10.8m +5.8%
Q3 14.6m +30.8%
Q4 (to date) 1.0m +68.0%

At the half year subtitling volumes tracked at 0.7% on the previous year while the company reported an overall revenue increase of 15%, clearly wholly driven by dubbing and digital packaging. With subtitling volumes progressively tracking at +32.7% in H2 and 11.6% progressively for the FY, a continuation of the progress made in dubbing and digital packaging has the obvious potential to drive upgrades to the 20% H2 growth forecast indicated at the time of the interims.

While caution should always be observed with regard to any inference of a linear link between subtitling volume and revenue, or for that matter subtitling growth on EBITDA (particularly given the companies clearly stated ambition to invest in growth), there are clearly a growing number of very tangible reasons to be optimistic about the future.

With that in mind I have accumulated accordingly over the past 6 weeks.

[ny boy] 07/1/2021 14:49

Glad I accumulated last month, onwards & upwards, nice company, recovery under way, long term hold for me

[costapacket] 07/1/2021 12:24

As a long term holder good to see the pick up today.

The strongest ever quarter for orders indicated in September led me to expect an uptick... more solid progress pending?

"Zoo highlighted that third-quarter orders were "significantly ahead" of any other quarter in the group's history."

[amt] 05/1/2021 10:42

I am a bit more optimistic that better things are ahead. Dubbing has taken longer to get motoring but signs of rapid growth ahead. This is very profitable to Zoo.

[gerihatrick] 05/1/2021 09:09

and don't forget Phil Blundell the FD bought some shares recently in the 50s.

[gutterhead] 05/1/2021 08:20

Maybe we are getting close to this company delivering rather than promising

Its one of those companies where you have to wait for the numbers as they are experts at introducing excuses for results

Denis Norden probably writes the CEO results statements but replaces the word night with tomorrow

enough of my cynicism, lets hope for great things 😂

[martina pescatore] 05/1/2021 07:53

It was a large volume of share traded yesterday for Zoo.
740,000 shares
100,000 shares
100,000 shares
400,000 shares and
625,000 shares, all transacted at 62p per share.

The new lockdown rules and the long term effects to the way the dubbing industry operates could have a very favourable outcome for Zoo.

Then consider that, in the interims results to 30 September 2020 the company said that Cloud dubbing revenue grew by 480% year-on-year.

And look at the growth in the number of dubbing related career opportunities at Zoo on their website.

And take a look at the latest article on their website, dated 4 January 2021, snippets from which include:

COVID-19 has accelerated the adoption of cloud dubbing and remote recording environments faster than any ZOO Digital pitch or presentation ever could. When lockdown hit the entertainment industry, it became abundantly clear that the traditional dubbing industry wasn’t prepared to react.

Lockdown and a lack of business continuity has demonstrated that the dubbing supply chain is vulnerable. Most service providers own and operate studios around the world, and during lockdown, those studios shut down. What we and the industry as a whole saw very quickly was that there was not a lot of resilience in the supply chain.

The shutdown of the traditional dubbing model has been a wake-up call for studios, and content owners, but it’s also acted as a catalyst for change.

All very encouraging for Zoo it seems.

NIA and DYOR

[simonthe1st] 04/1/2021 22:58

Good point, martina.

[bodgit] 04/1/2021 17:15

Sold out of these many years ago for a modest profit and out of curiosity (as I live in Yorkshire) have occasionally looked at their progress. I note that today there were several large trade reports late on. Hmmm. curious. Good luck all.

[martina pescatore] 29/12/2020 22:18

Judging by the career opportunities on the company website, there are 12 current vacancies which is the highest I have seen it be ever. Of the twelve vacancies, nine are related to dubbing.

It seems to me therefore that dubbing services at Zoo are in strong demand.

NIA and DYOR etc

[uknighted] 03/12/2020 20:58

17:17 RNS tonight

Kabouter Fund reduces holdings from 4.29% to 3.59%.

[snoper] 03/12/2020 11:57

New hirings. To be seconded to a major studio (probably Disney). Ticker seems very active. Great outlook, look forward to next results.

[ny boy] 01/12/2020 11:40

Well I have been accumulating lately, the markets have got wind..the cat is out of the bag

ZOO ..100p+ by Q1-2021

[uknighted] 25/11/2020 13:46

Company presentation

www.zoodigital.com/e2t/tc/VWcykf8hrhhWW2cQCKd8hQyn9Q14jPk2CN3ypqFD3p_97V1-WJV7CgLnbW48bqYj6rxTy-W8mYQgG6MHnwgW44r3wy229YcwVRDzXg1Gs3yTW6_LKVK6v6jlrN5d6RM32LTFHVgmgH76TJRVLW5vsw-w6-DD8LW6ncNgK7SHZzWW8H4BDZ6H9wdyW8pSX7r2qFFkMW3PK8ly2lJr2RM54b-3V1cjfVySzYd61xSWhN5n14L9r3BnCW1DJwXz8BHT_8W7w7ksF7KgGsfW84Tv5p2gYBgqW6NYGJ43h75BHVfTbq859wsz8W7FcV1_3-W-plW3nZ6M581bJqDW57xcv78CY7wqW5wxVZQ5fS7fc3ng01

[gutterhead] 23/11/2020 22:42

Agree. Every CFO I’ve ever met has been cautious, that’s their nature.