Loopup Share Discussion Threads

[thirty fifty twenty] 03/8/2020 23:36

i confirm that company will be announcing the interim results in 'a few weeks time'.

in 2018 they were 26 sept
in 2019 there were 16 sept

so it looks like they getting slicker in the accounts department :-)

no fixed date given as far as I know , but to me implies before end of August?

interestingly the statement was made in connection with a conversation about the sales pipeline and conversion stats. they will give more specifics on these in the interims. I interpret this to mean that they will outline the number of leads they current have and historic conversion rates and thus be able to show the potential revenue increase. If the rate of revenue growth was not going to change I don't see why they would be determined to include in the interims several weeks before and why it couldn't be discussed as it was market sensitive financial information.

All as ever, my own interpretation, DYOR + BoL
LOOP is in my top5 hldgs

[orange1] 03/8/2020 20:35

Incidentally that 75 million Microsoft Teams active daily users' figure is the figure as at the end of April 2020https://www.statista.com/statistics/1033742/worldwide-microsoft-teams-daily-and-monthly-users/Should be even higher now.

[thordon] 03/8/2020 20:10

LoopUp now offers a full telephony solution! We connect Microsoft Teams users to our global voice network using Direct Routing, allowing them to make and receive calls and retain their existing number. Read more here:

[thirty fifty twenty] 03/8/2020 20:06

msehs - at the end of the presentation i thought they said there was a trading update. i didn't mean to mislead maybe they said a few weeks but my take at the time was certainly in august. i will re-listen.

robertp - i actually not think that growth is the question. i understand what you mean and struggled with the same thing myself but then concluded i was over thinking it. in terms of the business this management team has delivered. in a small number of years they have gone from nothing to 10m (albeit) ebitda profits. they have demonstrated being able to grow a business in what is a growth market i.e. remote working with a premium slant for business services professionals. as long as they keep customer focused i think i trust them to grow in the future. for my analysis i will be discounting this year as exceptional - it will allow them to pay down, probably to a net CASH position.

so for my analysis i have taken an adjusted exprapolated view from 2019 into the future with the benefit this lockdwon has accelarated a trend.

as i see it they have done 2 major "deals" as well as a good job a developing a prodict and selling that all over the world
(1) the business they bought. they paid a fortune for it but that was done mostly with shares prices at 400p whcih was the wise thing to do - as proven in hindsight. it would have been all to easy to be over confident and load up with debt for that deal thinking it would give shareholders mega returns - that is what many UK tech companies did in 2017/2018.
(2) this deal with MS teams. i think the key point here is to realise how tiny LOOP is compared to the scale of the opportunity and they have partnered with the biggest. they clients want it , so they will be able to sell it to them (that is what they do). so i think it gives them a 3 year tail wind of growth b/c the market opportunity is for 100% compound growth for 3 years.
initially i worried that they pay as you go fee model is shifting toward SAAS. it was PAYG that is giving the HUGE profit spike at the moment - but in terms of longevity and certainty - SAAS makes sense. of course client swill be negotiating a reduction from their current run rate but i see it that LOOP are good as selling and negotiating - so overall do i think will come out best in negotiations - the exprts with a proven track record or a very professional firm talking about 0.0001% of its costs??

so obviously i am keen and a holder but keen to hear counter arguments.

All IMHO, DYOR + BoL
LOOP is in my top 5 hldgs

[robertpeacock] 03/8/2020 19:49

I guess the biggest question is growth... what happens to this post Covid. Is teams enough-to keep it going... Or can loop get the big numbers and the big growth. If answer is yes, could take off?What's round the corner...

[arcadian] 03/8/2020 19:40

Teams are doing well so it should help loop.

[msehs] 03/8/2020 16:21

Thirty fifty twenty - is there a trading update in 2 weeks? I wasn't aware?

[thirty fifty twenty] 03/8/2020 14:53

hi 74tom - yes defo agree that the price being held back at the mo. it was easy to sell volume on late Friday so i think there is defo pend up buying interest.

i also spent time over the weekend re-listening to their web presentation and going through the last couple of annual reports.

i was bullish before but concluded even more positively after my analysis.

there is also a trading update in 2 weeks time which could provide a further catalyst

All IMHO, DYOR + BoL,
LOOP is in my top5 hldgs

[74tom] 03/8/2020 12:10

Those selling at £2.12 are literally being mugged - we saw the same caper on Thursday when they dropped the price back to £1.93. Strong buying continues, and due to the decent spread it's very evident what is a buy vs sell (for a change!).

[74tom] 03/8/2020 10:04

Practically all buys again this morning - 135k vs 40k sells. MM’s trying to encourage some sellers by dropping the bid, expect we’ll be pushing £2.50 by the end of the week if buying of this volume continues. Only 55m shares in issue & free float is around 40%

Also well worth checking out the LOOP website as it’s been updated with the Teams information & a strong marketing push...

[investographer] 31/7/2020 18:49

Some excellent buying today

[someuwin] 31/7/2020 15:30

Delayed reaction to the excellent Microsoft news.

[che7win] 31/7/2020 15:27

I'm just going by the chart, next natural target is £3.00 in the short term.

[brucie5] 31/7/2020 15:01

We appear to be off! £3+ within the month.

[74tom] 31/7/2020 13:31

Given they raised £61m at £4 a share a couple of years back I can’t imagine them selling for any less than that. However, with the boost they have received from Covid added to Wednesdays news, that price will likely be a lot higher.

Also worth considering a video conferencing company called Pepix floated on the Norweigan stock exchange in May, similar revenue & EBITDA figures to LOOP but has a market cap of £720m.



Plenty of upside from here, although certainly wish I’d got in at £1.30 at the start of July!

[brucie5] 31/7/2020 12:26

Thanks for that. Useful coverage, though it's gone up substantially since then. The larger chart suggests it still has a way to go. Right product, right time. What price take out?

[big7ime] 31/7/2020 11:26

Very useful is IC analysis before the TU and likely upgrades if anyone here hasn’t seen it:

[thordon] 30/7/2020 19:50

Also Microsoft Teams been in the highlight with regulators as been seen as blocking other company's from access.
This will bold well for Loopup as shows that this is not the case

[74tom] 30/7/2020 11:05

Taken from LSE just now...

“panmure gordon upped TP to 324 from 236 today. based on 13.5x EV/EBITDA for 2021 in line with small cap tech....

but his EBITDA for 2021 is only £13.2m vs £12.2 for 2020 H1 on its own. Very very conservative after 2 years of disappointments I think he must be somewhat scarred.

Teams has 75m customers and growing at huge pace. If LOOP achieves just 500k customers paying say $5 pcm, that's $30m revenue at very high gross margins. Flavell wouldn't say this is 'seismic', 'huge opportunity' for nothing.“

[arcadian] 30/7/2020 11:04

Spoke too soon traders ahoy but value still in tact. They will return.

[thordon] 29/7/2020 23:23

Do say months ago that we are are using Microsoft teams , theirs been a big switch from Skype for business.
any way good news as excepted

[lyndon b] 29/7/2020 21:01

The 2 quid/share level was breached in a heartbeat....onwards she goes!!