Member Info for TeddyMoore

I've been emailing him too and agree with your assessment. Always prompt, straightforward and very professional. He's answered all my questions with publicly available information in a way that allows you to understand their plan a bit more clearly and how they are executing it perfectly. I also have a friend who's met David and his team earlier in the year and he was very impressed too.

The appointment of Will Sawyer is great for ZIN and is a focused hire. His experience with big clients, turning around loss making companies to being significantly profitable and also M&A is exactly what ZIN need. They're making ZIN more efficient while looking at profit making acquisitions and TERN is anything to go buy, they certainly know a great deal.

He's also reminded me that they are shareholders too and have continued buying in this dip. He's got a plan to address the low volume which is great to hear and I hope to see more PR with future news.

The last Commission RNS said "We also expect to announce further TV commissions across other of the Company's subsidiaries in due course." I'd expect that to be before the results.

Any commission with Netflex would have the SP rocket. Netflix are looking to spend $13bn tin 2018. $13bn!! If ZIN can make inroads there... well just imagine.

Exciting times ahead!

DYOR

Yip. End of Sept / early Oct. There won’t be a trading statement. Next thing to look out for is news of new commission wins. Then the accounts will speak for themselves. In my opinion his is a great risk v reward media investment. Reef back winning work should mean all business units in profit. DYOR

I noticed that earlier too - full ask with a small quantity and a wide spread. Not sure what’s going on. Looks like it could move on low volume but there doesn’t seem to be much about. Let’s await the next round of commission news. If it’s the same as last time I’ll be very happy and if it’s a new US deal I’ll be ecstatic. Hopefully we can keep the momentum and the shareprice going in the right direction. I’m expecting the results will reflect continued improvement and a rerate back above 1p. DYOR

They’re doing small but regular insider buying which is great to see. Wonder if they’re playing it safe by not doing larger chunks? Happy it’s continuing though. I’m getting genuinely excited now. Roll on more news of commissions.

Last commission RNS said there was more to come. Hopefully those will land in the coming weeks and keep momentum going. Really hoping we get a big US name sometime soon. It’s certainly looking good here. DYOR.

Definitely. With the internal director’s buying over the past 6 months I think there is real confidence internally. A great hire and we wouldn’t have joined unless he believed in where he’s going. The market will catch up. Incredibly undervalued IMHO. DYOR

I completely agree. We need to remember that Zinc have form producing in America too - they've already done work for HBO and National Geographic. What they need now is a repeat US commission and if Amazon, Netflix or even SKY it would be truly transformational for the share price. This is an incredibly exciting sector and Zinc media have been ahead of the game in terms of forecasting the change and positioning themselves. The big players are consolidating and M&A activity will filter down. Again, based on everything I think ZIN is very undervalued fundamentally and potentially. As always - DYOR

It's not true of any company as share prices don't work like that. There are overvalued and undervalued shares for a reason. Things can be priced in and things can yet to be reflected in the share price. It's not as simple as profit, revenue and ROE. We've a poor ROE and media market is around 9%/10%. That's a hurdle we need to get over. Revenue is expected to be over 20% which is great but it needs to be reflected in profit. £500k profit FY world be ok but we need to do better. There are a wide variety of variable factors to consider. The fact we're low debt is great, just completed a turn around, expecting better performance in H2, back in profit, revenue increasing, seeking commissions in a massive new market, director buying, etc... I think a lot of this hasn't been reflected in the share price but one day will. I think that day will be sometime on the run up to the results or when we land a US commission. Needles all going in the right direction now - and if it does dip below .50 I will be adding. DYOR

As soon as they upgrade revenue, profit and get the ROE to 10% this will rocket. They have a great pipeline, taking on great commissions and really turned a corner. If we continue to develop and improve at the same rate imho this will be over 1.2p by Christmas. If it drops any lower I’ll be selling another share to top up here. The market is way behind on ZIN. If anything, the low mcap makes it a takeover target. DYOR

I honestly can’t see that happening. Not with the ICM partnership and new commissions. Also the performance of Tern seems to be above expectation. Key thing for me is ROE and profit margin. Revenue looks like it’s increasing at a decent rate. If we can get a bit more efficient and get ROE to about 9-10% we will me multiples from now. It’s high risk v reward but the current mcap has us as an incredibly undervalued company IMHO. I’ll be adding again when new funds are available. ZIN is my largest hold.

Yeah - someone offloading massively on the 29th. Hopefully that’s them gone. Must be a distressed seller as selling at .50 is madness. We need more good news and a positive trading update.

I just seen that. Might be a trader wanting out. I’ve bought a few more on the dip. All I can say is research and draw your own conclusions. For me it’s a buy up to 1p.

The buying over the past few months has given me a lot of confidence and I think the market may have missed it. I’m hedging my bets that this is the turn around year and the inside team know this. They picked up quite a few in the Tern placement and then lots of little chunks over the last 5ish months. I think we’re firmly at the bottom and will be multiples above in a years time.

Trading statement will be around mid-June. If it upgrades forecasted revenue and profit this could rocket. They’re converting their pipeline of work AND securing large commission and have a foot in the door in America. I can’t belive we’re below 1p but personally delighted with the companies progress. Only a matter of time IMHO. DYOR

£2m is a decent contract and Tern does it again. Incredible acquisition. David and the team showing great skills. Once the team win a US contract this share will fly. I also think people are waiting on the intrium results which I think will be positive and help get us back above 1p. DYOR - things are looking very good here.

£2m is decent and Tern is proving its self a great acquisition. David and the team know what their doing. AND - “ We also expect to announce further TV commissions across other of the Company's subsidiaries in due course."

And spread narrowing. Some more volume and we’ll be on the move again. Next RNS should bring the next major bump up. Incredibly undervalued share. DYOR

Wow... great find and I think you’re right. They’re getting through their pipeline of work and winning large commissions. Given the amount of work and profit already generated, things are looking very good. I’m keen to see a decent US name for a commission. I think that will be the real game changer. News can’t be far away now...

I’ve had a look through the RNS history and there is a pattern of releasing significant news on a Thursday or Friday. I wonder if it will be the same this week? I can’t believe it’s dipped this low and is moving up on such little volume. The next wave of great news should send this above 1p. And if we secure a US deal in the next few months then we’re laughing. Absolute steal down here imo. DYOR

Don’t want to speak too soon but the seller might be out. Decent jump on v little volume. Wait for the next news on commissions.