Zoo Digital Share Discussion Threads

[siwel100] 12/12/2006 13:12

Chef...no mad rush, but look in terms of holding 3 years.

Jacobjohn....I suppose in fairness the similarities were more general than specific.

SEG was riding reasonably high then got absolutely kneecapped down to 30p. liquidity was sucked out by a very large buy. They bounced to 110p but had a core product (game). They also had superb management and managed a reverse takeover and are now sitting at 500p ( a 15 bagger for Chef after 3 years, he averaged very low and stuck with it for the full gain)....I was really saying to Chef that the potential for this one is as good or better.

QXL was a different kettle of fish. It was untradeable as a sub 1p stock. Heavily consolidated then had a couple of interested parties buying, gawd knows why, I still think its a dog but end result was a spike to 150 bagger...still a 100 bagger from consolidation.The consolidation made it illiquid, the buyers pushed it up.

The issue with Zoo is that the long downtrend sucked out almost every seller. The consolidation then made the remaining holders (potential sellers) almost irrelevant (just like QXL). In effect its now an IPO, hence the 100% rise.
Not all consolidations are good, around 60% subsequently fall. The difference with Zoo is that its a long way down the line. It may be trading like an IPO but with them its all promise and the future, but Zoo is well past that, its got products, turnover, a growing customer base etc etc.....hence the 3 years not some promise of jam in the future.

[scotty1] 12/12/2006 13:12

So I assume you may be getting back in Chef ?

[chef] 12/12/2006 12:55

I still need to relook at these properly Siwel but I most probably have a fair bit of time to do that as from experience I know dog companies need to prove alot before forgiveness. But when that happens it is wooshhhhhhhhhhhhhhhhh

[jacobjohn7] 12/12/2006 12:50

fill me in with these similars if you could... dont know too much about SEG?
Did they consolidate to barely nothing like ZOO? etc etc. Just out of interest and for comparisons sake... was a consolidation part of the reason why QXL went so wild? as well. (comparisons there?) cheers.

[siwel100] 12/12/2006 12:27

Chef...The similarities are spooky....There is only one question mark and that is the management, but I think the product is so good they couldnt screw it up even if they tried plus they are now having their hand held......and in fairness to them, everything that needed to be done this year they did.

[chef] 12/12/2006 12:21

That is what SEG did for me Siwel :)

[siwel100] 12/12/2006 12:19

jacobjohn.....Have a handful of longterm stocks (investments)but you are right, in the main its trading. I suppose when investing in a stock with a true 10+ bagger potential and max tax gain I do have a slightly different outlook..:)
Realism is far better with this one, it will build a stronger base of long term holders....also nothing to lose, if it falls I buy, if it rises I wait for retrace then buy :)

[jacobjohn7] 12/12/2006 12:14

never had you down as the patient type siwel.... honest!
Agree with what you are saying, H1 is always distracting figures, its all about what extra they have on the table. And if zoo confirm that they have a big hand in disneys new idvd range, then that worldwide (eventually) will be very good news to the ongoing revenue/profit situ of zoo. And TAS take up is healthy ongoing, then profit and large growth is not a question.

[cashmagnet] 12/12/2006 12:10

patience, what an understatment ;-)

[siwel100] 12/12/2006 11:54

Come on guys, time to allow just a touch of realism into the equation. ZOO has a history of being a true doggie stock, it wont shake that overnight. Also the speed with which it will grow revenue is fast but we have to allow it to reach key stages for each leg up...acceptance that its not going bust....breakeven...modest profit...profit acceleration.
In the interims we will have the carry costs for ZIV but without any income, thats going to produce a distracting headline figure although the commentary will look very good.. When we come to full year we will have the intangible write offs from ZIV and a poor year on year top line comparison but a "hopefully" move to maiden profit and the first indication of just how far ZOO can grow its revenues.
Ten baggers in a hot sector can happen in a few months, Zoo isnt in a hot sector BUT it is a true recovery play.
The key will be to ignore short term price movements and focus on the 36 month period.
We have had a 100% short term price gain, there may be some traders aboard. The stock is illiquid and will move on light trading.If there are any traders currently onboard who want to be instant millionaires then take the current price and move on, this one is for those with just a wee bit of patience.
The key figures are full years results in 18 months. They will show year on year top and bottom line growth driven not only by iDVD growth internationally(not just the uk) but also increasing demand for the toolset.
Personally I would like to think we will be at the £2 mark before then with those results reclassifying the company as a true growth stock.

[macca28] 12/12/2006 11:37

i have looked on the back cover of disney dogs,
a typical disney set-up, but it does mention the 1200 trivia questions

[jacobjohn7] 12/12/2006 11:07

confirmation that the new disney idvd range use des would give us a nice jolt.
Confirmation of full version of TAS release date, along with new user contracts would give us an even bigger jolt.
Positive forward looking statement of maiden profit this full year, with further fast growth in coming years to give us a massive jolt.... with a mixture of these expect to open up between £1 & £2 and pass the £2 mark in the day... which is only over 2p old money.

[cashmagnet] 12/12/2006 08:39

phil you sound like me from 3 years ago, lets hope its now right

[philjeans] 12/12/2006 08:36

I can't imagine any bad news in the next report; and the strong possibility of some unexpected good news.

We all know the interactive iDVDs are selling well; borrowing costs gone; expenses better controlled; could be another big sale to Hollywood (or even Bollywood!)

Ergo - share price gets another leg up.

[jacobjohn7] 12/12/2006 08:31

macca, your typeface has gone all weird, bang on the witching hour... spooky
My guess would be a guess, but that phrase is directly out of the annual report. SO how the customer relationship develops/has developed since then who knows. But I imagine any work required on development will be passed across to ZIV ongoing....

[william-just] 12/12/2006 07:14

I see interims were on 14th last year so could have an update soon.

[macca28] 12/12/2006 00:00

if you don't know the answer, just take a guess

[macca28] 11/12/2006 19:53

so what do you reckon?

[jacobjohn7] 11/12/2006 17:13

nice to see WWTBAM4 making an appearance on the official bbc charts.. @ 30

[donnydave] 11/12/2006 17:03

There have been a lot more adverts on TV for ineractive dvd,s already this year; I can see ZOO doing welll this Christmas :-)

[macca28] 11/12/2006 13:49

jj:
we also have a 'developer and publisher contract' with these guys in italy...


i thought the new group were'nt doing any more of that stuff,
also i have seen games with zootech on the back cover,

[uknighted] 11/12/2006 13:39

Cash - do you think it was payback for that image you posted a few days back?

[cashmagnet] 11/12/2006 13:06

LOL i love you