Member Info for Mon3yBag5

Ask your AI of choice what it thinks is a reasonable price for zoo in 12 months time.

And then when it gives a valuation significantly higher than today's price, challenge it further. You might be surprised how bullish it is

The key thing for me now is the higher likelihood of increased revenue, alongside the reduction in cost base, seems highly likely there will be a few million net profit.

If they can deliver £4m NP next year, what's a sensible multiplier? 10? Even that put them at c40p per share

They mention repeatedly that margins are improving and are geared up to improve further

I think it's more likely people that were underwater exiting

There werent enough sales under 15p for much profit taking at this level

surely there aren't many in from 20-30p either

I emailed the company and they said a trading update was coming this week.

They did not explain why it wasn't sent in April

You sound bitter, lemonade?

Have you tried adding some sugar?

I still think there's next to zero chance of downside from the trading update that was advised to be coming in April but a very real possibility of upside given then prudent approach to timing in the hy results

The CTO started at the company as a software developer 21 years ago and has lead many research projects with top uk universities since.

I'm not sure how long you think it takes to learn AI or if you can glean someone's entire skill set from a job description that someone held 7 years ago.

The fact that netflix, amazon prime etc are giving zoo their business not inky means that they are the best in the world but they are clearly not a trash company.

Not sure if you have a personal problem with the company, it sounds like it? Or why else would you be taking the time to comment? Was the quality of your work not passing assurance 10 years ago?

Feb trading update said that there would be a further update this month ahead of FY results.

Also "Whilst the Company's order book has improved in recent months through the addition of several high value projects, these are not included in the Company's current expectations for FY25. The timing of revenue recognition for these projects is uncertain as commencement for much of this work is dependent on the supply of original assets from licensors"

I read this to mean that they excluded these contract from FY25 Revenue due to uncertainty but there is a possibility that they could be included, which, if they are could materially increase revenue ans profit for FY25?

Seems likely the bottom is in.

How do you know what he knows about LLM?

Https://www.zoodigital.com/news/zoo-digital-joins-amazon-prime-videos-preferred-fulfilment-vendor-programme/

Excellent news

Surely if there was an untoward reason for CFO departure they would have had to issue a statement by now?

I might be slightly biased but I do see the change of FD as a positive

Reason being, if you've ever watched one of the updates, when FD has been asked questions, he doesn't come across brilliantly.

Maybe now they'll be more willing to provide earnings estimates a bit further out than present

I really think it will be over 60. Once return to profitability is confirmed as expected.

It's easy to look at sp action and be doubtful, but look at the fundamentals

65p by end of jan

What are you talking about

Theres 4.3 million left, which is more than year end?

I also think there's at least a couple of sellers that have dumped this to free up cash for bitcoin

Those chasing super speculatives

I believe today's sell off is due to people getting out before the update tomorrow (pretty obvious yes)

But remember the price surged last week due to people getting in before the update. These people have ridden the trend for some quick gains then jumped out to minimise risk

Plus if you consider the very low liquidity, it only takes one chunky seller to tank the price, then everyone else jumps on board and all of a sudden its a 25% drop

I will be surprised if tomorrow's update is any worse than current guidance but we shall see

Where does it stop?

30?