Zoo Digital Share Discussion Threads

[davr0s] 23/8/2021 09:29

I don't try and analyse like this - I just work off price action. I'm holding here. No big drama today in the grand scheme of things but market currently underwhelmed so far

[babbler] 23/8/2021 09:22

Clns are the problem here but looks to be behind the company soon.

[snoper] 23/8/2021 08:58

Great update. Media services solely driving the uptick, but localization is stable in a down market (content production to a complete standstill during covid). This positions Zoo very well for increased localization (&profitable dubbing revenue) now that content production is picking up again.

Bit underwhelmed with the broker forecast update. Given Zoo's history however of "jam tomorrow", they will want to be on the safe side.

In my view this will be over 150p in the not too distant future, followed by 200p shortly thereafter.

GLA

[davr0s] 23/8/2021 08:54

Market not sharing that view so far

[amt] 23/8/2021 07:39

Terrific update this morning.
Half way to the hundred million turnover.

[macc1] 17/8/2021 10:53

Video: quarterly update from CEO Stuart Green:

[nicyts2] 15/8/2021 22:41

Confident of delivering significant growth? Does that not justify// need a RNS.

[uknighted] 13/8/2021 15:25

Quarterly Newsletter

Strong FY21 results
We published a strong set of FY21 results on 13 July 2021, which demonstrated how the business was able to successfully navigate the pressures of the pandemic. We have continued to lead the digital transformation of the industry through our cloud-based platforms while committing to invest for the future.

Key highlights from the year:

Revenue grew by 33% to $39.5 million (FY20: $29.8 million)
Adjusted EBITDA more than doubled to $4.5 million (FY20: $2.1 million) - EBITDA margin increased to 11.5% (FY20: 7.0%)
Increased workflow from preparing back catalogue titles led to significant increase in demand for media services, more than compensating for the drop-off in new productions and resulting in sales for this segment of $17.5 million, up 136% (FY20: $7.4 million)
New services launched for Asset Health Check, remote Automated Dialogue Replacement, and "Post to Platform"
The freelancer network grew to 9,207 (FY20: 7,184, +28%)
The business continued to establish a presence in key territories, increased the number of partner studios and vendors to 232 (FY20: 155, +50%)

Stuart-GreenStuart Green, ZOO Digital’s CEO, commented:
"ZOO performed strongly during the year with revenues growing by a third to $39.5 million and making good progress towards our ambitious goal of $100 million of sales. Adjusted EBITDA more than doubled to $4.5 million.

"In a year when the world stayed at home and watched more TV, ZOO worked from home to deliver more content, to more audiences than ever before. We support major Hollywood studios and streaming services to globalise their new and catalogue content in all languages. The industry in which we operate is huge and is undergoing a structural shift which has markedly accelerated over the past 12 months. ZOO is positioned well to continue to benefit from the unrelenting rise in streaming video.”

Looking ahead, we continue to win new business and trading in the first quarter of FY22 has been strong and ahead of the prior year period. Based on current visibility, we are confident of delivering significant growth in the first half of FY22.

[snoper] 12/8/2021 22:46

Disney+ has grown quickly since its debut in November 2019. Its 116 million subscribers are more than double its count at the same time in 2020.Disney's broad library of content on Disney+ and its other streaming platforms has been the key to its success to date.

[nicyts2] 12/8/2021 22:04

The Disney numbers should be a positive.Notice they have lots of job opportunities on their website!

[estienne] 10/8/2021 09:50

And up she goes

[estienne] 09/8/2021 15:15

I'm waiting for it to break above 150

[snoper] 06/8/2021 11:52

Content production in LA region back to pre pandemic levels. Looking good for Zoo

[estienne] 06/8/2021 11:45

Clearly a lot of profit taking at these levels but it seems to be holding up. A dividend would make it more attractive

[davr0s] 02/8/2021 11:28

Yeah it got tipped a newspaper lol

[estienne] 02/8/2021 11:18

Something is going on?

[heialex1] 02/8/2021 10:25

Almost definitely. Large spread indicates to me that the market makers are taking advantage and taking a big turn in the middle.

[nicyts2] 02/8/2021 09:11

Share is tightly held therefore when interest price is squeezed.Interesting to see where it gets to.

[uknighted] 02/8/2021 08:24

Nice share price action this morning probably resulting from the Times article.

[nicyts2] 25/7/2021 22:05

Interesting video's on interactive investor with Stuart Green.

[snoper] 20/7/2021 11:54

It was a bit oversold. Results were good imho. Will continue to hold.

[heialex1] 20/7/2021 11:22

Really encouraging price action considering the weakness in the market over the past few days