Loopup Share Discussion Threads

[rimau1] 11/6/2020 11:56

What has everyone been smoking over on the lse board?

[rimau1] 11/6/2020 08:47

Good call 4x4. Incidentally i am not worried about potential bad debts as most of Loopups payment terms are 30 days Pay as you go so not a material consideration IMO. The bear point is related though as excluding covid this is a cyclical play and lower M&A will impact call volumes to a degree But i see this as a 2021 issue given covid and new client acquisition. That being said at these levels I have mentioned several times that this is my biggest conviction stock so fingers crossed that the selling is now over.

[4x4guru] 11/6/2020 08:34

I had a top up yesterday..... expect good reports for the foreseeable future. As a bonus I hear that capacity issues are fully resolved and on-boarding of new clients continues. Markets outside of the US and UK continue to expand.

[spooky] 11/6/2020 07:58

Interesting premarket bids.

[netcurtains] 10/6/2020 12:01

On marketscanner Loopup coming up as oversold (position 113)...
Ripe for second wave of buyers for this UK listed "zoom" type software (but better)

[4x4guru] 05/6/2020 14:51

Uptake on the service has been high since March but is now averaging out. Its fair to say LoopUp has increased its customer base and usage by both new and existing clients has rocketed. Food for thought is that some businesses are not paying their bills or struggling to pay and weighs for potential bad debt. All said I still expect the revenues to be very good this year which all helps to the fundamental profit and growth. Price may drop a little in the short term but the next trading results should give a clear indication that money is to be made here once more with every chance of big gains.

[rimau1] 05/6/2020 10:51

Another seller confirmed, feels like this is a decent support level now. This is my strongest conviction stock. May and June should absolutely be at similar revenue levels to March and April. From what i am hearing most city finance and law offices are holding off From office based work until at least August and even then employees will be WFH 50% of the time. Firms cannot afford employees to fall ill with covid as entire teams and floors would need to self isolate.

[netcurtains] 03/6/2020 16:04

Yes I'd agree with that rimau1, that seems quite reasonable. :-)

[rimau1] 03/6/2020 11:24

Loopup at 1x 2020 revenues(My own forecast)

[netcurtains] 03/6/2020 07:49

Got it:

wow !!!

[netcurtains] 03/6/2020 07:48

Do you have link to zoom results?

[petethehippy] 02/6/2020 22:39

Killer results from ZOOM. How much will that translate to Loopup? Product and service just as good IMHO

[thordon] 29/5/2020 20:13

Very positive news , and clever means more news coming in the next weeks

[montyhedge] 29/5/2020 14:21

Orange1 with his pea brain, likes this its a sell then.

[bones] 29/5/2020 08:30

That’s also a lot of employees! 107 people getting at least a piece of the action, so it’s not just bunce for the boys and girls at the top. Plus the exercise price is 110.5, not one of these ludicrous nil cost schemes that rip the shareholders off.

[netcurtains] 29/5/2020 07:21

Blimy thats a lot of share options:


All New Options were granted with an exercise price of 110.5 pence each, being the closing middle market price on 28 May 2020. The New Options will vest over four years, one quarter at the end of year one and then three quarters on a monthly basis over years two to four.

The grant of 1,195,700 New Options equates to 2.16% of the Group's current issued share capital. In total, 5,583,012 options now remain outstanding, which equates to 10.08% of the Group's current issued share capital. The Group's current total number of Ordinary Shares in issue is 55,367,349.

The Board of the Group considers annual grants of share options to be an effective and important mechanism to incentivise and retain key employees of the Group and to align them with shareholder interests.

New Options granted to Director / PDMRs
The following PDMRs of the Group were granted share options, which are included in the totals above:

Steve Flavell co-CEO, Director
Michael Hughes co-CEO, Director
Simon Healey CFO, Director
Marcus Greensit COO, PDMR
Robert Jardine CMO, PDMR
Alex Breen CPO, PDMR
Benjamin Fried VP Group Commercial, PDMR
David Carroll VP Network Operations, PDMR
Koorosh Nouri VP Engineering, PDMR
Edward Cooper General Counsel, PDMR

[thordon] 28/5/2020 20:15

20th Feb 2020
Baillie Gifford & Co 8.20%

RNS confirms today that the holding is below 5% ; Hence why the drop in last week

[rimau1] 28/5/2020 15:04

Confirmation that we had a seller, hopefully Baillie Gifford are finished now and this is the new floor

[netcurtains] 28/5/2020 08:03

Yes Thordon, when lockdown first happened I looked at all the various offerings. The ordinary consumer is going for Facetime or Loop. Idiots like Boris Johnson get caught out using zoom (oh dear oh dear) but more canny security conscious types will pay the little bit extra for Loop (peace of mind is important).

[thordon] 27/5/2020 21:14

Hi net

Loopup has a premium product compared to Zoom Business

Loopup also supports Skype Business
loopup also supports Cisco Business

main difference between Zoom and Loopup ( Security ; High Audio )

[orange1] 27/5/2020 10:45

There can be swings. And there can, I dare say, be a bit of price manipulation so that they are in a position to execute orders they have received but the point is the market makers do not take positions for their own account. They are just buyers and sellers and make their money doing that. They try and keep a balanced book at all times and will not themselves take speculative positions. That is for others to do. They just execute the orders of their clients: you, me and other buyers and sellers.

[netcurtains] 27/5/2020 10:09

Thanks Orange1 for putting me straight - It just seems like it to me - as so often you get these wild swings and the only thing that happens is a bigger market is made for the shares - I wrongly assumed someone (the market makers?) gain by a market (Demand/Supply) increasing. Thanks, its counter intuitive but I assume you are the voice of knowledge as I was just guessing.

[orange1] 27/5/2020 09:56

"but I guess with lots of wild swings as market makers try and shake weak holders out so they can sell the same stock later for a lot more."

This is not what market makers do. They buy shares on order or for immediate resale and not for investment/sale at some unspecified time in the future.

[netcurtains] 27/5/2020 09:18

Fundamentally many office workers will be working from home until at least the summer of 2021. This means the likes of ZOOM will be in the news continuously. Smaller offerings like LOOP will most like be pulled along too. I can only see LOOP-UP producing good news stories for the next 20 months. Hopefully some of this "good news" will shift the share price towards the 2018 price (eg a "five bagger") - but I guess with lots of wild swings as market makers try and shake weak holders out so they can sell the same stock later for a lot more.

[bones] 26/5/2020 13:39

600k trade at 108. Might explain recent weakness.