A lot of attention has been paid by punters on Google Play...

A lot of attention has been paid by punters on Google Play download ratings.  However, ZIP are no strangers to paying for social engagement be it Algerian goats or fans of Binga.  Obviously marketing is important and lovable Binga might get you a hat trick while Algerian goats will get you....  well not much, except a meaningless rank on Alexa and misguided euphoria and rather silly ramping on HotCopper.

So lets have a look at where things stand for downloads courtesy of AppAnnie.com.  Ideally we want signs that ZipT is going viral.  If you Google and read Viber communications, they say they have developed a solid user base with little marketing.  They also say they have seen other players come with a splash and then fade away (if desperate ask me to find those news sources again).

The beauty of this stock is that there is an independent monitors - so lets have a look at it.  There are two aspects to look at - "virality" and reach.

As far as reach goes, ZipT is doing superbly, with the app now in the top 100 in more countries than ever.  So going multi-lateral on language is doing well and if you look at the uptake - so is the word of mouth by slave trade (overseas foreign workers - for those who know little of the planet in which you live, and the hardships therein).  As stated in prior posts the slave trade, whoops, foreign workers, are potentially the big market. ZipT will obviously know this regardless of the ignorance of their shareholders, cotton-balled in their blissful naivety.

So AppAnnie gives punters awesome indicators to go long and short on this stock.

This first chart shows Australia rankings  for communication apps from Binga Day (July 12).  Clearly there is no viral growth.  Going from 76 rakning in communication apps to 212 today.  Obviously users were unable to convince their friends it is a good thing.  But no worry, Aussies don't care about saving a peanut, the target market is primarily India.




So let's look at India starting from Binga Day.  In overall apps it goes from ranking 78 to 540.



Clearly their is no viral growth in these countries.  Users are being exposed to the app but not reaching out to their network of friends in greater numbers than the initial marketing effort  hits sign ups.

However if punters want to chart slave recipient countries (Saudi, UAE, Qatar), etc, then you will find viral growth.  But I've had enough of dealing with uploading images to this HC platform, so I open the conversation for others to confirm to that to be true.  This is a positive.

In summary, IMO, Zip is a short or wait while there is no evidence of viral growth in major target markets, and a buy as soon as the charts turn around.  Or if there is evidence of serious virality in any ancillary market.  Uniquely for the punter we have one stock with a completely impartial set of stats with which to observe over and above misguided ramping and company promo.

GLTA