Loopup Share Discussion Threads

[lyndon b] 16/7/2020 07:15

It is a really solid set of results.....

-- H1 2020 EBITDA increased by 249% to GBP12.2 million (H1 2019: GBP3.5 million), driven by the material increase in gross margin, as above, combined with a modest decrease in staffing and overhead expenses versus H1 2019. EBITDA margins more than doubled to 38% (H1 2019: 16%).



To increase the EBITDA margin as a % of revenue by that much is nice.

[from8to800] 16/7/2020 07:14

Onwards & upwards.

[bigbigdave] 16/7/2020 07:04

Excellent.....we expect to exceed market expectations for the current financial year to 31 December 2020 in terms of revenue, EBITDA and cash generation

[netcurtains] 15/7/2020 22:13

My guess is monday or tuesday (20th or 21st).

[lyndon b] 15/7/2020 19:29

I wonder which part of Mid July they will provide an update

[maddox] 14/7/2020 21:15

We've just gone down from three floors to two - that's permanent.

It takes a long time to effect change but Covid-19 has forced everyone to adopt digital - and guess what it's worked out to be efficient and effective. Good example - personal investor conference - Mello Virtual last Fri/Sat - virtual for the first time, no transition, big bang - two day conference packed with speakers and presentations, 800 plus delegates - fantastic. Now don't get me wrong I really missed the absent networking and chatting in the bar with everyone - but people came from far further afield, no need to travel, no hotel accommodation required all in all a terrific success.

[thordon] 14/7/2020 20:34

Well RNS for last six months coming in mid July as per loopup statement

[netcurtains] 14/7/2020 14:51

Sorry spod: I'm not sure September 11 has anything to do with Climate Change - I can see that fear is in both but I dont think the fear of climate change will go away anytime soon.

Covid19 has sped up the process for zero emissions and part of that process is increase use of teleconferencing and decrease use to business travel.

And economic pressure (eg recession) will also force companies to use the cheaper option of loop-up compared to plane....

Its pretty much a no brainer. The only variable unknown is HOW MUCH will loop-up grow...

[rimau1] 14/7/2020 14:41

Not exactly a fair comparison Spob, we are talking about someone from Kent spending 2 days in the office and 3 WFH and the company saving a few ‘000 per head on lower real estate costs. My old employer at canary wharf is cutting office space by 25% , they currently spend £11k annually per head on facilities management.

[spob] 14/7/2020 14:15

yeah they said the same after September 11

people are too scared to fly, so businesses will do teleconferencing instead

guess what

people started flying again

[netcurtains] 14/7/2020 13:49

I'm on the side of structural changes..

Its not just Covid19 remote working also helps to save the planet:
1. Not travelling by plane for business meetings - use loop-up
2. lower levels of car and plane travel protects the environment.
3. zero emission needs structural changes.

Then when times are hard businesses cut back on business travel anyway and use
more teleconferencing

Covid19 is speeding up structural change.

[rimau1] 14/7/2020 13:43

Sorry Spob but it is a massive structural change. Huge real estate savings from Firms reducing office space, absolutely no way that a significant proportion of people will be partly WFH in the future, especially in Loops target segments.

[spob] 14/7/2020 11:47

massive structural change ?

hmmm not so sure about that

maybe for this year

but things will slowly get back to normal

no matter how unlikely that may seem right now

[x54v] 14/7/2020 11:31

"This company is a massive beneficiary of what seems like a major structural change."



Nice dip buying opportunity here.

[lyndon b] 13/7/2020 14:22

I noticed the company gave an update already on July 3 last year for their H1 calendar results, so they don't mess about. Maybe this Wednesday we will know more.

Sorry to go over old ground but their last announcement only 3 weeks ago stated "expect to exceed revised market expectations in terms of revenue, EBITDA and cash generation for the current financial year"

Quite a lot of sellers in the past few days....hoping it is just the natural process of taking some profits rather than there being something fundamentally different. I like the Del Amitri song 'The last to Know', but not when it comes to shares.

[lyndon b] 13/7/2020 08:59

Rim, nice summary.

[rimau1] 13/7/2020 08:21

Lyndon, it is difficult to find a bear case here. The main bear points are that management lost a lot of credibility with earnings misses in 2018 and 2019 post a placing to fund growth and team pod expansion restructuring issues. The macro bear case is a global recession will Likely reduce M&A which historically impacts Loops main client base. However as we all know the tailwinds should more than offset this, credibility is being restored and the current market valuation is misaligned with the underlying business performance

[thordon] 10/7/2020 21:52

Well we will see , expecting strong figures

Minimum of 80% of last years quarter results , if not be very disappointed

[lyndon b] 10/7/2020 21:39

Thanks Thordon.Hoping for a continued solid business update next week.

[thordon] 10/7/2020 21:32

Depends on your package Lyndon

See Below

Join Microsoft Teams Meeting

+44 Contact phone number United Kingdom, London (Toll)

Conference ID: ### ### ### #

or press your internet app if using internet

Loopup converts your voice over the phone to the internet

Microsoft Teams ( Not disclosed value ; but multiple jobs advertised on loopup jobs )
Skype Business ( ( Not disclosed value ; but multiple jobs advertised on loopup jobs )
Cisco ( 8 million sterling )

[lyndon b] 10/7/2020 20:31

Thordon, thanks, I didn't know that. Is there much cash in it for them?The company I work for uses Microsoft Teams, but the audio is through the internet, not phone line.

[thordon] 10/7/2020 19:55

loopup provide voice over the phone to internet for the Following company's which is not always known

Microsoft Teams
Skype Business
Cisco

[lyndon b] 10/7/2020 19:49

On June 24 they said they would 'exceed revised expectations'.Coupled with the fact that most firms are being very slow to return to the office, I'm struggling to find negatives here.Okay, there is competition in the market but there is space for this company.... not every firm can afford Microsoft Teams, Zoom etcAnyway, we will know next week.

[arcadian] 10/7/2020 14:04

Just looked at the list of sells so the fall is understandable but not if one thinks prior to what could be excellent news..

[bigbigdave] 10/7/2020 08:36

LOOP on Linkedin....We’re happy to announce that LoopUp has been listed as a category leader for #remoteworking software on GetApp, the software review site! You can see the full list here: