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DOES ZOO LOOK LIKE A TEN BAGGER-CAN ANY OF YOU EXPERTS LET ME KNOW HERE PLEASE?
Tech Punk - Sat, 22 Oct 05 :
siwel,
Since you are now short and talking out your rear end I didn't see the point of responding to you. Was quite happy to let you plow your lonely furrow, whilst I'll continue to invest and research into ZOO.
It was clear after your 1st couple of frantic posts your arguments were flawed and you have no idea of Zoo's buisness model, the games market and the dvd market.
I posted that list last night for 1 reason only, and that was for you. I wanted to see how and when you would respond. Thanks for confirming you are worried and a simple list makes you post negative tosh at 1.30 in the morning. Its a list of games some using DES, some I am unable to find out if they are using DES, some are developed by Zoo (should we call Zoo developed DVD's developed by Hothouse?), some are Zoo IP, some are co published with Zoo.
Every game in that list will have a differing degree of bottom line revenue to ZOO. Yet with your wonderfull reseach "if 6 of those titles sell 1 mill the revenues will be less than 500k". Rather an odd comment when you consider the original WWTBAM sold 250k worldwide (rather loose term as was only released in a few countries) unit xmas 3003, Zoo' revenues that year £5.1m. Xmas 2004 WWTBAM sold 750k worldwide (still rather loose as was only about 60% PAL), Zoo' revenue over that period was £12.7m with the biggest driver being? WTTBAM.
Its crystal clear you have no idea what Zoo are about, and trying to convince yourself you are right and investors in Zoo are wrong. The window of oppotunity for DES using this generation is at least 5 years, probably much longer. Heck, they are still making new VHS titles, yet DVD's have been available for over 8 years. ( In fact with all the bells and whistles DES can perform on current DVD's it may well make a huge contribution to prolonging the shelf life of this generation even further.
To suggest during this period Zoo will not make inroads into the next generation DVD's is wrong. However you know nobody can show you this as Zoo are so slow putting out news you can use it as a bat to hit readers. However if anyone was to phone Zoo and ask about the future generations you will get quite a different picture to what you are trying to paint. The fact they are 'contributors' to both the BLU-RAY (or is that Blue Ray, lols), and HD DVD development they are harldy going to be sitting there with ther fingers up there backsides looking like startled rabbits.
Now back to your short, of which currently is just in the money. You seem to think that lack of news prior to interims (end DEC early JAN) will aid you. In fact as far as I can see that is your only possible hope and something history has on your side. You bang on about lower highs, strangely ignoring the higher lows but I agree a breakout is due very soon. If Zoo continue to be a company of little official news, lows could be tested, which could be another 1/2p in your pot. However I tested the market out Friday afternoon and was unable to buy 50k automaticly as all the loose stock had been mopped up. If however Zoo become pro-active in the city and as suggested at the AGM, once the 1st Hollywood news was out the way, newsflow will follow on a regular basis. Then the breakout is likely to be upwards with maybe a little breather at all the points Zoo has come down from. With all the research on this bb, there is plenty to say and any news in the next couple of weeks would confirm they are becoming pro-active.
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