What's happening here - the volume has increased massively today. Am I missing something in the air - anybody got any news?

hi goldfinger,
been out all morning got back to find zoos poor trading update, dropped too far
now to sell (i did take some profit out at highs a couple of days ago.) I hope you don't mind me asking, but I don't understand the implications of the split now between the publishing side and the dvd extra side, they are still trading as one company arent they? is this a good time to top up again,
your opinion would be greatly valued ( I will of course dmor)
thanks
julie.

Hi Julie, nice to see another lady on the board, only spoken to three women in the past little woman, anna and our Linzi on this board. It is a well known fact that women are better at controlling money, well especially my money, my girlfreind keeps a sharp eye on it beleive me. She knows to the penny how much I have spent on pints per week, no joking, and have to say it does get on my wick when she brings it out when we are having a tiff. Im sure my local landlady knows her, but they both deny this, one day I am sure I will catch one or the other in mid sentence.

Now to ZOO, I have never been a big fan of gaming companys and never will*, I think that the splitting in to two divisions is an excelent idea, and In fact I bought this share because of the DVD Extra technlogy and not the titles they publish. All along I have maintained that I think this company will be a take out target, ie, one of the bigger boys will buy it to further develop DVD extra or they will buy it to bin it and take out the competion, it does and as happened.

I see the split as positive because I feel that CEO Stewart is also now thinking this way and I see a sell off of the DVD Extra business further down the road as per my thoughts above.
It could go for a lot of money, an awfull lot of money.

If this happens and I think it will, I would not want to be in the company based on its publishing business and I will take my profits.

As for buying in again, no simply no, because I think you will find that when they do release results we will again get a fall back and I dont rule out another profits warning come late summer. Profit warnings tend to come in threes I reckon you know about that anyway.

Im now at a positon where I own just below a declareable position, and Its going to stay that way as Im in for the long term (whatever that may be)and Im a patient type when it comes to share holding.

I did warn earlier this week on this board and others that I thought the spike upwards was just based on adfvn hype, and yes it was, Im glad you took some profits. I suppose the one consolation we have from the warning is that the price is now no lower than mondays. Im in for the long term and think I will make a mint out of these.

cheers goldfinger.

* why is it these games companys cant get their stock to the likes of Woolies, Boots, Smiths and other retailers on time and in Quantity?. All they need is a production line, workers, a van and a driver. Seems to me they all use the same excuse for everything.

Skids, excelent idea that, never ever thought that way myself. Why not give CEO Stewart a ring and put forward your idea. Hes a real nice chap and have spoken too him on a couple of occasions, hes not one of these that books appointments. If hes not in a meeting he will speak to you there and then

cheers GF.

Thanks GF, I'll post any comments from IS back here.

Cheers skids.

hi goldfinger, thank you for, as ever, your very informative reply, that clears things up for me. Had a giggle about the 'women are better at controlling money bit' I don't know if I fit that description yet! but I have banked about 2 grand thanks to zoo so far, and although that may be loose change to some people I am well chuffed I can tell you, as this is the first share I ever bought. I'll continue to hold zoo long term and wait and see, but I agree the dvd extra side of things seems more promising.
thanks again
regards julie.

Its a pleasure Julie, please keep in touch.

cheers GF.

ps,Skids yes any info much appreciated.

According to a leading TA Website
What can be expected , is that while above the August support line / 50 day moving average at 10p on a weekly close basis, we are looking at an April 2003 resistance line target of 27p.not only that he says this could be a ten bagger if things carry on the way they are

i am interested to know why people are holding on to this stock. am i missing something here?
i sold at 15p and since then the stock has dropped and now fallen below its support and 10/20 moving average. looking at that, to me it is a jump ship stock now.
however, i notice a lot of you are holding regardless. can someone tell me what you are expecting please? i mean is there something due out that will increae the price?
i will appreciate your help as i dont really want to miss out!

javid

Hopefully the company will enter into a partnership with a big interational player. CEO Stewart as maintained that all along. If that happens we could see the price really take off.

cheers GF.

The potential!

Yes fantastic potential, note it was up today.

cheers Gf.

You guys should get into PXC

Following on from my comments (see 152), i have contacted ZOO and it seems that the use of DVD-Extra for film production is a real possibility. Anyone interested to know more should have a look at the DVD-Extra white paper. Interesting stuff. My first impressions are good, the DVD-Extra Studio looks a little thin for pure movie making (IMHO), but its a starting point, and for games its perfect. But I still believe the beauty of DVD-Extra will be in interactive films. Its hard to say just how well ZOO might do out of all this, but its probably fair to say the recent change of business model is the right step in positioning ZOO for bigger things to come.

skids

I hope so, I'm getting rather bored with holding ZOO. Yep...my attitude is maybe what it should be, and I should be patient. Yeah...right!

i don't think much is going to happen over night with ZOO, its more a medium/long termer. IMHO

skids

Does anyone know anything about the show zoo will be attending on 17th April in Las Vegas? i hear it's license will go on sale from this day is that true?
if so what impact will this have on the share price if any?
Regards
MR DAVIS

This from ZOO website, was not released on RNS.

*** Trading Update : ZOO's revenue for 2003 will be '300% higher' than 2002 ***

http://www.zoodigitalgroup.com/article.asp?d=76960&sec=3




23rd January 2004

Trading Update


The Group's revenues for the year ended 31 December 2003 will be some 300% higher than the previous year. The successful building of a growing catalogue of products and IPs resulted in the publishing of a much wider range across a number of platforms including Sony PlayStation 2 ("PS2"), Sony PSOne ("PS1"), Nintendo Game Boy Advance ("GBA"), PC and DVD.


However, due to unforeseen programming problems we were unable to ship Premier Manager 03/04 until the week before Christmas resulting in reduced sales of the game in 2003. This combined with the non-shipment of the "Big Game Hunter" title on PS" and "Need for Speed" on GBA, caused by extensive contract negotiations, means that the Group expects results to be below market expectations for the full year.


Restructure

The Group announces that it has restructured into 2 main business units - ZOO Digital Publishing Ltd ("ZDPL") and ZOOtech Ltd. ZDPL will look after all of the groups publishing and development of consumer facing products including our relationships with Universal and other major publishers for the DVD-Extra titles. ZOOtech will focus on the sales, marketing, licensing and development of new technologies including DVD-Extra Studio. The Group is currently looking to strengthen the senior management teams in both businesses.


Ian Stewart, CEO of ZOO, commented, "I was disappointed that we were unable to deliver Premier Manager on PS2 in time for the Christmas market. We have immediately instigated changes to the management and production process to ensure that the 2004 version will be delivered on schedule. We have completed an exciting year of transition and look forward to 2004 with confidence.


Our extensive catalogue of titles and the continued growth in publishing interactive products on the DVD platform means that revenues from ZOO Digital Publishing will be more robust in 2004 and less reliant on the performance of one or two titles. The creation of ZOOtech Ltd to drive the expansion and development of DVD-Extra is particularly exciting and we expect to see licensing revenues being generated during the second half of 2004 following the formal launch of DVD-Extra at the National Association of Broadcasters convention in Las Vegas on 17th April 2004."