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To all the posters here saying it's cheap, this looks like a classic value trap and like Sears did in 1999.
Don't underestimate how fast AI subtitle generation will improve (Youtube's closed captions for example are 10x better than just 2 years ago and amazing now).
Dubbing could very well be done by AI soon, AI will get better and cheaper, killing zoo's margins. A company with ML engineers will offer better services for a 10x cheaper price.
See here for an example of hour amazing AI dubbing will be: hxxps://twitter.com/i/status/1618954444510728192
This company only has a few years free cash flow left in it imo, it's stock price should be cheap (and probably cheaper), looks closer to a short than anything else.
The CEO doesn't know ML either, he probably doesn't understand how fast it will replace Zoo which is why he's buying.
All in my opinion of course as a software developer myself.
Why?
This company looks like the equivalent of sears in 2000. AI will replace it within 10 years, the quality of dubbing and translations will become increasingly better and a new company which has ML engineers will offer better AI quality of dubbing/subs for a much cheaper price, killing zoo.
That's why Zoo has dropped so much, AI is an existential threat to them.
Cant believe this and am buying as much as I can - not like me but this company has credibility
Yeah, big buying opportunity, or we could be on track for a takeover
Surely this is a good time to get another go at buying, will probably be a hold for a while however
Hmmm ....cant decide if I should jump over the fence into the Zoo ....
If they stop business with Zoo then what??
Didnt see that coming but topping up!!!
Reading the forward looking statement in the RNS this drop looks to be harsh, All the bad news of is now out of the way and things should now pick up from here.
Hopefully things pick up
I'm expecting Zoo to feature in a few 2024 tip sheets
Nearly 10% up today but there should be a lot more to come.
Looking back, Zoo Digital were as high as 200p in March, when the Writers Guild of America said nearly 99% of its members had voted for improved conditions. Their strike started in May, SAG-AFRA strikes followed, heavily knocking work for ZOO but now issues are resolved there should be a strong bounce back. DYOR.
Courtesy of Citywire...
Zoo Digital can continue to bounce back, says Liontrust
The resolution of the Hollywood actors’ strike has benefited Zoo Digital (ZOO) which is on track to meet longer-term targets, says Liontrust fund managers Anthony Cross and Julian Fosh.
The pair hold the company, which provides globalisation services for film and TV content, in their £140m Liontrust UK Micro Cap fund.
Shares in the trust fell 60% year-on-year in the six months to September as Hollywood ground to a halt amid strikes from writers and actors but in November, the shares bounced nearly 50% as the strikes were resolved and the company ‘now expects sequentially stronger trading in the coming months, with sales increasing significantly in the next financial year, and earnings are on track to meet market expectations’, said the managers.
Over the long-term, the duo said Zoo Digital will be ‘a beneficiary of the media rationalisation trend, as customers select a smaller group of vendors’.
‘As a result, it anticipates increasing its share of the media localisation market once business levels normalise,’ they said.
https://citywire.com/investment-trust-insider/news/expert-view-superdry-zoo-digital-john-wood-de-la-rue-and-trainline/a2432899
Yeah, just feels as it will drift down for another 6 months or so, so I'm not rebuying any time soon....
The numbers look a bit horrendous. not really unexpected but still a shock and obviously going to take longer to get back to where it was. surprised for them to be talking about 2025 instead of next year though.
the low could be worse than most anticipate. probably too late to be sitting on the sidelines now as expect the opening price to be mean but don't see a big bounce this morning.
sad to see that the timeline for profitability has been pushed back quite so far.
Could be a broad sell off today on larger than expected losses and drop in revenues (pretty disastrous really). Having sold at 68 recently on the strike end news, I will be looking to buy back in and wait for 2025, but at what price?
Wait for the low (wherever that is) and then load up again for the next news.
gla.
Not looking good
Next stationed stop £1
Good to know, what others are you putting in the same bucket?
I'm not so sure, VID is also down the same amount...
Looks like it's getting ready for the next leg up
Imo.
see how much press coverage over the weekend and see where the sp ends at.
Fingers crossed kat, I'm still massively down. Incidentally, it's annoying that you can't edit typos but if I make them in subject names I report my own post (as being an illiterate idiot) and they normally take down the original in a few minutes.