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Stock Name Stock Symbol Market Stock Type
Loopup Group Plc LOOP London Ordinary Share
  Price Change Price Change % Stock Price Last Trade
-0.50 -2.08% 23.50 11:31:39
Open Price Low Price High Price Close Price Previous Close
24.25 23.50 24.25 23.50 24.00
more quote information »
Industry Sector
SOFTWARE & COMPUTER SERVICES

Top Investor Posts

DateSubject
11/8/2021
11:58
scubadiverr: I sold at twice the price of today's share price and perhaps managed twice as many Tesco meals deals. I keep looking in as it's a sector that should benefit from WFH and I believe the telephone infrastructure complaints teams and any other unified communications platform nicely, especially in the professional services niche they are targeting. What I don't like is the poor detail given in the RNSs and lack of interaction with PIs. Most companies I look at use investor meet or Mello giving a degree of transparency. These don't and the CEOs also have a history of failure and value destruction. Without greater visability and in turn confidence I don't feel comfortable backing them again, even at a 50% discount.
25/7/2021
14:23
pugugly: Hi Terminator - If investors had read this book, they might never have invested: 27 Counter-intuitive aspects of start-up investing: Why for even the most successful business people can Angel Investing be so difficult Paperback – April 21, 2020 by Simon Ardiss (Author)- Also applies to investing in many AIM companies and also some main market ones when management become emeritus (derogatory sense meaning probably past it) https://www.amazon.com/Counter-intuitive-aspects-start-up-investing-successfull/dp/B087LB3TSP I got out with my skin intact after spotting potential red flags partially as a result of gut feel - reinforced by the book. Well worth a READ- ok maybe I am biased but cost of the book saved many times over.
23/7/2021
08:02
glenowen: I see that the company's main drum beater, apart from Kirk 6, has finally given up on this dog. Simon Thompson in Investors Chronicle is now recommending Sell, after yesterday's release. About time too - and not a hint of an acceptance from him that "I got this one wrong, sorry for my earlier exuberance"!
22/7/2021
08:02
bigbigdave: Sorry folks this is going down.............a former investor here
01/4/2021
22:23
thordon: Below is what i said on LSE Must say what dribble , company made a profit and increased turnover. ARR was only started last March but had traction in July , brokers do not like unknowns so have excluded pay per minute for future calculations . The problem is simple and based on Covid 19 but not what you think , with the amount of workers working from home has created a trend in shares purchased and sold. To explain this in simple terms there are company's that the share price rockets after RNS or sometimes not ; with the new investors that have more time working at home are impatient and expect 10% gains within a few days. If they do not see major gains then they sell as have no long term few ( the buzz of making gains ). already we see in the chats that you can not wait for Julys update so will sell , multiple that with thousands of investors and bang you complain why the share price dives. In other words its you the PI that are dropping the price and no one else , this was repeated in the past in November. Has nothing to do with the company health. Good luck on jumping share to share ; my your boredom end soon
01/4/2021
14:18
dave4545: Covid has turned this game into 99.9% day traders and 0.1% investors. You can be certain that the sellers all paid higher in the last 2 days after results and now in 2021 the year nobody can hold a stock more than 1-2 days. There is no research, no logic, nothing. That is why they pile into decimal rubbish every day when they are already up 50-100% and think buying a stock like 88e up 7 fold in a few weeks is a good deal. nuts
01/4/2021
13:56
currencytrader1: There's a bad feeling around this one and clearly investors moving on. Ive sold as plenty of stock around with good momentum and see this going back to the low 70s with results not until July.
13/3/2021
11:19
ianb5004: Pipeline of live cloud telephony opportunities has potential contract value of £84m. LoopUp (LOOP:84p), a London-based premium remote conference meetings company, downgraded revenue expectations on Friday while I was on leave. The market reaction was savage with the shares halving in value and slicing through my 138p entry point (‘Tap into the remote working boom with LoopUp’, 2 July 2020). Having seen the share price rally 80 per cent to 250p by late summer, passing through my initial 225p target price in the process, the holding is now 40 per cent underwater. Although any downgrade is disappointing, in this case I feel investors have massively overreacted. Firstly, business remains strong in LoopUp’s key professional service verticals where data privacy and security is paramount (law, accountancy, investment banking, corporate finance, private equity, asset management, insurance, PR and marketing). Minute volumes are 43 per cent higher on average (during September and October) than pre-pandemic levels. This growth driver is still in place. Secondly, the issue is in non-professional (and non-core) segments which account for 14 per cent of platform revenue. Minute volumes have fallen 10 per cent (compared to pre-pandemic levels), and churn has spiked to 30 per cent, a reflection that non-professional segments face greater competition from rivals Zoom and Microsoft Teams, and clients suffer greater financial distress and have higher levels of employee furloughing. Although this pressure is unlikely to ease anytime soon, these are non-core segments and account for a diminishing amount of LoopUp’s overall revenue. Thirdly, there has been a shift in the call mix towards lower-rated domestic and dial-out minutes away from higher rated international and dial-in minutes, a reflection of the depressed number of international deals being done. This in turn has impacted the average revenue per minute. However, as cross-border activity bounces back from depressed levels during the global economic recovery, then international usage should bounce back, too. Fourthly, although analysts at Panmure Gordon have downgraded their 2020 revenue estimates from £55.6m to £50m, cash profit will still be more than double from £6.4m in 2019 to £15m to deliver annual pre-tax profit of £8.3m and earnings per share (EPS) of around 14.5p. Moreover, analysts’ new 2021 revenue estimate of £35.5m is based on LoopUp’s current revenue run-rate of £34m and factors in no contribution from the recently launched cloud telephony [integrated with Microsoft Teams] business. This product offering enables clients to make and receive external calls via a third-party network direct routing to companies using Microsoft Teams, alongside its own premium remote meetings capability. Bearing this in mind, the directors note that the pipeline of live opportunities here has a potential contract value of £84m, up from £68m just in late September. They also revealed that the company has been selected by a private banking group to provide their global cloud telephony, subject to a successful three-month proof of concept trial which starts in December. In other words, the pipeline is being converted. Fifthly, the company has paid down substantial amounts of debt this year. In fact, analysts at Progressive Equity Research expect net borrowings of £1.9m at the end of December 2020, a sum that is £9.6m lower than 12 months earlier. This means that although their 2021 cash profit estimate of £6.1m is less than half previous estimates of £13.3m (due to the lower revenue run-rate), LoopUp’s enterprise value of £48m now equates to only 8 times downgraded cash profit forecasts, a massive 41 per cent discount to the UK Small-Cap Technology sector average multiple of 13.5 times 2021 enterprise value to cash profit. The point is that as LoopUp converts its pipeline of potential contracts in the cloud telephony [integrated with Microsoft Teams] business, and cross-border activity bounces back to more normal levels (thus driving up higher margin international call volumes), there is scope for the current revenue run-rate of £34m to ratchet up and drive profits higher. Recovery buy. Simon Thompson investors Chronicle
14/1/2021
12:36
sev22: The article below was published by Simon Thompson, Investors Chronicle, on the 30th November 2020. Since then the country has entered another National Lockdown which is likely to last until at least the end of March 2021. Investors overreact to LoopUp warning. ■ Higher churn and lower revenue in non-professional segments. ■ Pipeline of live cloud telephony opportunities has potential contract value of £84m. LoopUp (LOOP:84p), a London-based premium remote conference meetings company, downgraded revenue expectations on Friday while I was on leave. The market reaction was savage with the shares halving in value and slicing through my 138p entry point (‘Tap into the remote working boom with LoopUp’, 2 July 2020). Having seen the share price rally 80 per cent to 250p by late summer, passing through my initial 225p target price in the process, the holding is now 40 per cent underwater. Although any downgrade is disappointing, in this case I feel investors have massively overreacted. Firstly, business remains strong in LoopUp’s key professional service verticals where data privacy and security is paramount (law, accountancy, investment banking, corporate finance, private equity, asset management, insurance, PR and marketing). Minute volumes are 43 per cent higher on average (during September and October) than pre-pandemic levels. This growth driver is still in place. Secondly, the issue is in non-professional (and non-core) segments which account for 14 per cent of platform revenue. Minute volumes have fallen 10 per cent (compared to pre-pandemic levels), and churn has spiked to 30 per cent, a reflection that non-professional segments face greater competition from rivals Zoom and Microsoft Teams, and clients suffer greater financial distress and have higher levels of employee furloughing. Although this pressure is unlikely to ease anytime soon, these are non-core segments and account for a diminishing amount of LoopUp’s overall revenue. Thirdly, there has been a shift in the call mix towards lower-rated domestic and dial-out minutes away from higher rated international and dial-in minutes, a reflection of the depressed number of international deals being done. This in turn has impacted the average revenue per minute. However, as cross-border activity bounces back from depressed levels during the global economic recovery, then international usage should bounce back, too. Fourthly, although analysts at Panmure Gordon have downgraded their 2020 revenue estimates from £55.6m to £50m, cash profit will still be more than double from £6.4m in 2019 to £15m to deliver annual pre-tax profit of £8.3m and earnings per share (EPS) of around 14.5p. Moreover, analysts’ new 2021 revenue estimate of £35.5m is based on LoopUp’s current revenue run-rate of £34m and factors in no contribution from the recently launched cloud telephony [integrated with Microsoft Teams] business. This product offering enables clients to make and receive external calls via a third-party network direct routing to companies using Microsoft Teams, alongside its own premium remote meetings capability. Bearing this in mind, the directors note that the pipeline of live opportunities here has a potential contract value of £84m, up from £68m just in late September. They also revealed that the company has been selected by a private banking group to provide their global cloud telephony, subject to a successful three-month proof of concept trial which starts in December. In other words, the pipeline is being converted. Fifthly, the company has paid down substantial amounts of debt this year. In fact, analysts at Progressive Equity Research expect net borrowings of £1.9m at the end of December 2020, a sum that is £9.6m lower than 12 months earlier. This means that although their 2021 cash profit estimate of £6.1m is less than half previous estimates of £13.3m (due to the lower revenue run-rate), LoopUp’s enterprise value of £48m now equates to only 8 times downgraded cash profit forecasts, a massive 41 per cent discount to the UK Small-Cap Technology sector average multiple of 13.5 times 2021 enterprise value to cash profit. The point is that as LoopUp converts its pipeline of potential contracts in the cloud telephony [integrated with Microsoft Teams] business, and cross-border activity bounces back to more normal levels (thus driving up higher margin international call volumes), there is scope for the current revenue run-rate of £34m to ratchet up and drive profits higher. 'Strong recovery buy.'
05/1/2021
17:03
yump: I'm looking at the half year eps of 14p and wondering why the share price only got to 250p ish, if covid growth stock investors were chasing it. If people expected the second half to mirror the first half (is that reasonable?), then that would have been a p/e less than 10. Unless there were a load of investors underwater from buying in 2018, who just got out when it reached 250p area. Slightly mystified.
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