jacobjohn....Regardless of topline figures on Full Year, Zoo will actually turn cash flow positive for the next 6 months (which is step one), and are likely to turn a profit on remaining operations (thanks to income from ZIV on xmas sales).
Its in 18 months when the figures start to glow (comparisons are then like for like and not distorted by pre restructure)
Normally, buying so far in advance of the turn is not recommended. However illiquidity makes this one a bugger to accumulate, hence the need to start early. The same illiquidity will provide the first support line (once we get rid of any short termers over the coming weeks).
Newsflow will always be a bit of a pain with Zoo. They are locked into confidentiality agreements with their users. An RNS on aggregate sales of TAS would be nice in the Spring. We will have to see if they start to work the newsflow.