Member Info for TeddyMoore

I genuinely think this is the bottom. Revenue up. Gross margin up. Profit up. Cash position up. Balance sheet up. Debt down. We are currently undervalued on fundamentals alone and the future is looking very good indeed. If they are targeting Netflix and Amazon - Imagine what would happen to the sp if a contract landed with either of those. 3p is firmly in sight. ZIN is so far off the radar, it's a steal down here. I'm topping up.

I agree. Surprising however I'm confident the news tomorrow will demonstrate solid progress over the last 6 months and give a very positive forward statement backed with a strong order book. Growth in revenue and profit is key. If Tern is contributing to the profit and this is quantified, we'll be able to calculate if the acquisition was as bad a the market seemed to think it was. Poor results priced in down here - hence why I've been buying over the past months.

I left in Jan. I just didn't see the data and information side of the business coming together and after doing some further research I parted ways. Good luck all.

"ZIN" Results for 2017 highlight the benefits of the restructure and point towards strong growth in 2018 For FY2017 the company achieved profitability at the EBITDA level on an annual basis for the first time since 2010. With the order book being 76% higher in the TV division compared to the end of 2016, significantly increased profits are expected in FY2018. Transaction based valuation multiple suggests minimum upside of 60% Based on recent industry transactions we set an end 2019 fair value price target of 1.32p per share, 60% higher than the current price. We see this as a base case scenario, with potential for further value to be derived. We therefore initiate coverage of Zinc Media with a Conviction Buy stance and a 1.32p price target. Personally I can see ZIN getting to a �20m market cap if it shows revenue and profit. It's got at strong order book and if they can keep their margin under control The books have been getting progressively better and if Tern is turning a profit already, based in the results the huge selloff may have been unwarranted. Esp as the directors bought in. Time will tell but I see this at a discount with a huge potential - I've added more this morning.

I haven't logged in or even looked in on the boards of LSE in about a year but I was curious to see what punters thought of the brutal few dates in the market. Some decent movement. It's good to have some exposure to media in my portfolio and did ok with R4E. I've been holding ZIN for a few years now and i'm disappointed with current share price. I think it's crunch time - if the next set of results show increasing revenue and increasing profit in all business areas I think 3p is achievable. If we turnover �30m with a �3m profit with dials going in the right direction I don't think a �45m - �55m MCAP is out of the question. If the results don't show growth in turnover and profit then this might be a looooooong hold to get back to 3p. I think the Tern acquisition was a little too aggressive and ahead of time, however if there are economies of scale and the area has increased it's profit, I'll stand corrected. As a new punter in this space I think ZIN is a screaming by at these levels.

I've been buying since the investor presentation on Oct. A team with a solid track record, strategy for growth in multiple countries (German a nice addition) however it's the addition of the data-driven marketing and analytics division that is the game changer. The valuable insight is where I see R4E really capitalizing. If they hit their timescales and launch spring this year then I see 2017 being a transformational year.