Loopup Share Discussion Threads

[valuehunter1] 24/9/2020 09:24

GAMA: In February 2020, we acquired Exactive Holdings Ltd ("Exactive"), a unified communications specialist with expertise in Microsoft Teams. This will help us to deliver our strategic objective of further developing our UCaaS proposition by enabling us to configure Microsoft Teams as a full UCaaS solution for those customers who require it - these customers tend to be larger in size.

MS Teams link up - its a v good callout from Investors Champion and think this could be ON!

[valuehunter1] 24/9/2020 09:19

mfhmfh - imo yes very much so as per my callout the other day - I think there is a big risk we could be gobbled up. Id be disappointed with anything less than 400p.

[mfhmfh] 24/9/2020 08:59

Takeover target?

This from Investor's Champion yesterday:

'LOOP’s offering could be a nice addition to AIM listed Gamma Communications (LON:GAMA).'

[napoleon 14th] 24/9/2020 08:47

Share price reaction is also a reflection of the general market, which is p'eed off
at second wave of Covid 19. Patience...

Funny how nice we're being to the Chinese! For once I agree with Trump...

BTW I upped my holding by 50% yesterday.

[tightfist] 24/9/2020 08:39

"The new normal?" - last week my son-in-law (software developer) chased and secured a new job - because it was offering permanent WFH......

[valuehunter1] 24/9/2020 08:34

Yes agree - this is one to let the market eventually figure out the correct price - a price which on current growth projections for a tech company should be much much higher. Patience required here for fair value to out - and I think this is one when the re-rate will come it will happen all of a sudden.

[thordon] 23/9/2020 19:02

One of the best Aim results seen in a long term , keep the faith and do not sell up

[rimau1] 23/9/2020 16:44

One of Loops largest clients based in the city today revised its WFH policy. For an employee to visit the office they need to provide specific justification to the Head if the firms HR and obtain their sign off whilst giving 48hrs prior notice Of the intention to visit the office. The new normal on speed...

[energeticbacker] 23/9/2020 15:24

Featured in today's Investor's Champion update - LoopUp profits soar, but what of the future?

[robertpeacock] 23/9/2020 14:20

From Simon's article there is a lot of upside not priced into the share price currently. Which doesn't make sense as to why this isn't hitting 3 pounds today. I wonder what's putting investors off....There will be a play for a takeover at some point IMO especially as these are covering a huge market in the professional services segment. Price would be circa 3.50-4.00https://www.investorschronicle.co.uk/comment/2020/09/23/business-booming-at-loopup/

[johndoe23] 23/9/2020 12:05

Simon Thompson has covered in his column today. Reiterates 300p price target

[ygor705] 23/9/2020 11:58

I have just been looking at the long term chart for LOOP ie since it floated. The shares were trading at £5 each in mid 2018 and then dropped like a stone to what looks like around 40p. That's a hell of a roller-coaster rise! . I'm not sure of the capital history here so I stand corrected if I am wrong, but at face value, quite a few people must have bought in here at much higher levels than we are trading now. That may partially account for the slightly muted response to the results. The long term chart looks to me like a reverse head and shoulders pattern with the steepest sides that I have ever seen. Hang on to your hats.

[parvez] 23/9/2020 11:26

valuehunter1, at PE of 150 would suggest share price nearer £42 each :)

Someone earlier on suggest an "average tech" PE of 20 which would take it to more like nearer £7.

BTW Zoom PE is over 300!! Perhaps LOOP should list on Nasdaq..

[74tom] 23/9/2020 11:23

Volume is sensational today, could really breakout strongly if this continues (and it should given the strength of those results + outlook!).

[pleaty1] 23/9/2020 11:09

Positive moments on stockopedia this morning

[valuehunter1] 23/9/2020 11:05

The chart looks solid too - clear breakout territory.

[maddox] 23/9/2020 10:21

Superb results.

They have created a pipeline of 219 opportunities of potential contract value of £50m in two months from launch - whereas their H1 revenue was £32m!! We don't know their win rate or the prospective contracted period (but say 5 years) - all the same that is one hell of a pipeline!?!

I have some sympathy for the Analysts - very difficult to call - but I reckon that they can afford to be a bit more bullish - and thus we can expect some upgrades.
Also, those contracts should be seen as significant and require an RNS - so newsflow should be good over the next period.

Another factor is we do not know the potential of the new MS Teams integrated global telephony offering - or how well those sales are going. There will be an insignificant contribution from this in the H1 figures as it's only just been launched.

Also, H1 will have benefitted from Covid-19 for only 4 of the 6 months and H2 will likely benefit for a full six months - as we're back to 'work from home if you can'.

On a p/e of c. 9 LOOP looks very cheap for a growth company.

[valuehunter1] 23/9/2020 09:51

Exactly the p/e is way too low - if only they were listed on the dirty NASDAQ this would be trading at 150 times earnings forecast.

[arcadian] 23/9/2020 08:46

To some extent they are the victims of their own honesty about the uncertain world in this they operate but this will pass as longer term trends become more appreciated.

[johndoe23] 23/9/2020 08:42

Tech companies average pe is 18. So loop on half the rating

[ramridge] 23/9/2020 08:40

what's a tech average?

[johndoe23] 23/9/2020 08:40

Assuming full year EPS of 28p...

[johndoe23] 23/9/2020 08:39

On a forward pe of 9, tech average is 18. Do the math...

[ramridge] 23/9/2020 08:38

These results are outstanding.
Compareed to broker forecasts :
revenues Full Yr forecast = +32% / at HY stage +43%
EBITDA FY forecast = +167% / HY +247%
Net profit FY forecast = £9.4m / HY £7m
eps FY forecast = 16.4p / HY 13.9p
The question remains if this is a COVID induced flash in the pan, or the growth is real and sustainable.
For me, the answer lies in the cloud telephony integration with Microsoft Teams. That could be a game changer, riding on the back of a giant.
Took a decent long position this morning.