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$ZOMD $ZMDTF
notes to myself:
ZOOMD share price has been on downtrend since RTO @ Sep19. is this a undiscovered GEM or GERMS?
Let's start the thread
notes to myself:
ZOOMD share price has been on downtrend since RTO @ Sep19. is this a undiscovered GEM or GERMS?
Let's start the thread
Background :
1. ZOOMD incorporated in 2012, acquired SphereUp @ US$7m. (On site search engine)
Since then ZOOMD able to bring in high profile publishers by providing F.O.C onsite search engine
ZOOMD onsite search ranked world #4
1. ZOOMD incorporated in 2012, acquired SphereUp @ US$7m. (On site search engine)
Since then ZOOMD able to bring in high profile publishers by providing F.O.C onsite search engine
ZOOMD onsite search ranked world #4
ZOOMD onsite search targeting news & media (High quality audience)
2. ZOOMD onsite search engine has been doing fairly ok by helping publishers to improve look & feel of the website & increase efficiency of website traffic.
3. ZOOMD has been collecting first party data through Onsite search engine , this data can help publishers to monitise
3. ZOOMD has been collecting first party data through Onsite search engine , this data can help publishers to monitise
4. In 2017 > ZOOMD acquired moblin's international operations ($10m), specializing in mobile app downloads.
The merged company is valued at $30m
Source :
https://www.gkh-law.com/moblin-merged-zoomd/
https://finder.startupnationcentral.org/company_page/moblin
The merged company is valued at $30m
Source :
https://www.gkh-law.com/moblin-merged-zoomd/
https://finder.startupnationcentral.org/company_page/moblin
IMO, ZOOMD saw an opportunity from onsite search as Google plans to discontinue onsite search services in 2017 & this has planned years ahead.
In 2017, programmatic advertising sector is rising & ZOOMD again merged with Moblin to focus on Martech.
In 2017, programmatic advertising sector is rising & ZOOMD again merged with Moblin to focus on Martech.
Biz model :
ZOOMD has 2 biz segment :
Publisher :
Providing free Onsite search engine , priority to help publisher to improve site efficiency & look & feel.
ZOOMD patented onsite search engine able to collect data & provide relevant analytics to publisher
ZOOMD has 2 biz segment :
Publisher :
Providing free Onsite search engine , priority to help publisher to improve site efficiency & look & feel.
ZOOMD patented onsite search engine able to collect data & provide relevant analytics to publisher
on how to improve the site. by doing so, this will help publisher to monitise the site too.
Advertisers
Providing free unified marketing platform that integrated to 600+ media sources include tik tok, fb , google , youtube , publishers website etc.
Advertisers
Providing free unified marketing platform that integrated to 600+ media sources include tik tok, fb , google , youtube , publishers website etc.
Is ZOOMD SSP or DSP ? are these 2 segment conflicting clients' interest ?
> IMO, they are stand alone biz model. Onsite search engine is to help publishers to improve site efficiency & monetizing the site is a byproducts.
> IMO, they are stand alone biz model. Onsite search engine is to help publishers to improve site efficiency & monetizing the site is a byproducts.
on the other hand, unified marketing platform is to assist advertiser to have the ability to place adv over the globe to the right channel provide the highest ROI at the right audience.
How? >> all thanks to secrete source from the 1st party data (onsite search)
How? >> all thanks to secrete source from the 1st party data (onsite search)
TAM : advertising sector is an mature sector and not growth sector like SaaS. However, due to pandemic this will help this sector to escalation the transition from traditional adv to programmatic advertising.
Hence programmatic advertising is a growth sector, IMO
Hence programmatic advertising is a growth sector, IMO
Is ZOOMD fall under programmatic advertising ?
> Yes, ZOOMD is fall under programmatic advertising as ZOOMD own a platform that able to advice advertisers / agencies where and how much marketing $$ to place an adv to where. also able to monitor the performance
> Yes, ZOOMD is fall under programmatic advertising as ZOOMD own a platform that able to advice advertisers / agencies where and how much marketing $$ to place an adv to where. also able to monitor the performance
What went wrong to ZOOMD share price ?
IMO, this is purely lack of shareholders awareness instead of company performance:
a) Small company from Israel that able to have microsoft azure to wrote an case study in microsoft website.
Source : https://customers.microsoft.com/en-us/story/816542-zoomd-technologies-azure-professional-services-israel-en
IMO, this is purely lack of shareholders awareness instead of company performance:
a) Small company from Israel that able to have microsoft azure to wrote an case study in microsoft website.
Source : https://customers.microsoft.com/en-us/story/816542-zoomd-technologies-azure-professional-services-israel-en
b. ZOOMD is one of the top global clients recognised by microsoft azure
Source : https://azure.microsoft.com/en-in/services/data-explorer/#use-cases
Source : https://azure.microsoft.com/en-in/services/data-explorer/#use-cases
c. ZOOMD manages to onboard top tier clients since merged with moblin. eg : MCdonald , walmart, alibaba, tik tok
Source : https://techbullion.com/zoomd-technologies-on-boards-mcdonalds-in-new-portfolio-companies-for-q4-2019/
Source : https://techbullion.com/zoomd-technologies-on-boards-mcdonalds-in-new-portfolio-companies-for-q4-2019/
d. Site Search and User-acquisition Platform Zoomd Expands Into South Korea, Asia’s Leader in Smartphone Adoption
Source: https://www.businesswire.com/news/home/20191113005509/en/Site-Search-User-acquisition-Platform-Zoomd-Expands-South
Source: https://www.businesswire.com/news/home/20191113005509/en/Site-Search-User-acquisition-Platform-Zoomd-Expands-South
e. Zoomd Opens Platform to SMEs, Enabling Them to Market to Millions More
Source: https://www.prnewswire.com/il/news-releases/zoomd-opens-platform-to-smes-enabling-them-to-market-to-millions-more-301086728.html
Source: https://www.prnewswire.com/il/news-releases/zoomd-opens-platform-to-smes-enabling-them-to-market-to-millions-more-301086728.html
f. Zoomd opened a new subsidiary in Mexico, landing Latin American retail giant Magazine Luiza, digital banking pioneer Banco Original, and gaming company Codere as new clients
Source : https://gritdaily.com/growth-pandemic-company-new-doors-open/
Source : https://gritdaily.com/growth-pandemic-company-new-doors-open/
list can goes on and one . ZOOMD has been busy bringing biz , lay down strong foundation in 2020 despite pandemic and economic shutdown.
2020 is a challenging year for ZOOMD but biz still carry on
2020 is a challenging year for ZOOMD but biz still carry on
IMO, the real money will be 2021 onwards for ZOOMD.
then what happen to the share price ?
>> TBH, i am not sure but i guess ZOOMD's team all this while is private company and very much focusing on biz instead of shareholders awareness. this doesn't help them without
then what happen to the share price ?
>> TBH, i am not sure but i guess ZOOMD's team all this while is private company and very much focusing on biz instead of shareholders awareness. this doesn't help them without
good IR team. However, I believe ZOOMD realise this and have engaged IR team in US & Canada to assist them to create shareholders awareness while they can focus on doing biz :
ZOOMD has everything in place and the only way is upward (financial performance) and overtime potential shareholders will notice this little diamonds
Risk ??
IMO, all business come with risk. This will apply to ZOOMD as well eg share dilutions, competitions , pricing etc
Risk ??
IMO, all business come with risk. This will apply to ZOOMD as well eg share dilutions, competitions , pricing etc
I believe ZOOMD team able to overcome it and i don't foresee will be out of biz
