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Share Name Share Symbol Market Type Share ISIN Share Description
Loopup Group Plc LSE:LOOP London Ordinary Share GB00BYQP6S60 ORD 0.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -14.50 -8.43% 157.50 155.00 160.00 175.00 157.50 175.00 281,384 12:21:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 34.2 0.4 2.5 63.0 87

Loopup Share Discussion Threads

Showing 1076 to 1099 of 1375 messages
Chat Pages: 55  54  53  52  51  50  49  48  47  46  45  44  Older
DateSubjectAuthorDiscuss
28/9/2020
13:41
Nothing wrong with refuting baseless comments, and you did state for working capital purposes so not sure why you’re now backtracking to claim it could be for an acquisition... Agree on the 2-4 year hold AdamB, short term trading is just noise. If they continue to execute well & double their revenues whilst retaining a similar gross margin then the share price will be a long way north of here :)
74tom
28/9/2020
13:13
Agree Maddox - the trolling on advfn boards detracts from them immensely, hence why posts *appearing* that way get reactions, despite the post this time not intended to be that way. To your question, personally I'm not concerned whether there is a seller around. On a 2-4 year basis, I think there's 100%-200% upside from current levels. Loop are trading on just over 2x current year sales yet make c75% gross margins and have grown at almost 50% revenue cagr over 2015-9. That rate won't continue but the current valuation factors it abruptly flatlining, which simply doesn't make sense. If you want a dream scenario, assume 20% CAGR over the next decade, taking this to £260m revenues, so a £1.3bn EV based on a 5x multiple and almost 10x share price upside! Might sound nuts and clearly is only a small single-digit % probability of occurring, but the risk/reward balance here is compelling. Adam
adamb1978
28/9/2020
13:00
Maddox - but we were discussing LOOP - why the suggestion of a LOOP fund raise was unfounded. Any wider expectation that there might be a raise could account for the recent fall in share price.
valhamos
28/9/2020
12:49
Guys, please call it quits and let's get back to discussing LOOP. Does anyone have insight into whether there is a seller - holding LOOP share price back?
maddox
28/9/2020
11:34
Ramridge Just to be clear, your post 1074 didnt mention anything about funding an acquisition or development - I've pasted what you wrote below. If you read that post, without any unwritten background of what you intended, I'd like to think you'll agree that it suggests that the company is verging on insolvency, which obviously isnt the case. I agree about the comment about sensible discussion and that it what is lacking in a lot of places on this site - hence why you got the reaction which you did about your post. However it was intended, it came across as the opposite. Looking at your other posts , you're clearly not a time-waster like lots on here, but the post didnt suggest that. "I had a quick look at the recent HY accounts and it may well be that they need to raise cash. As at 23/9/20 cash in bank £8.3m admin expenses 10.3m over past 6 mths, plus dev costs £3.2m net working capital £10m That smells to be line like a fund raise is on its way." Adam
adamb1978
28/9/2020
11:14
Yep. Totally agree, Maddox I wish people on BB follow the simple rule, as you have done. "Play the ball, not the player". Then we can all discuss things sensibly.
ramridge
28/9/2020
11:05
Ramridge, The debt is as a result of their acquisition of MeetingZone in June 2018. Debt has come down rapidly and could very well be debt-free by year-end. The only justification I could foresee for a cash raise would be for another acquisition - perhaps to takeover ZOOM ;-) Regards Maddox
maddox
28/9/2020
10:59
"you clearly don’t understand financial statements". Really? I am blown over by the size of your ego. Re-read my post. I didn't say that they need cash to bolster their balance sheet (even though they have a negative NTAV) or for cashflow purposes. It could be for a potential acquisition or major development purposes. I have a long position in this company.
ramridge
28/9/2020
10:33
Ramridge, you clearly don’t understand financial statements if you think they need to raise cash, they generated £5.2m of free cash flow in the half year to 30th June! They’ve also only ever raised cash once since listing and that was for a major acquisition.
74tom
28/9/2020
10:27
The idea that they need more cash is absurd! Ramridge - you forgot to factor in revenue - just looking at costs pretty much every compay would need to fund raise! £12m EBITDA in H1 and around £3m capitalised development costs. Then some tax and int. They generate cash and have £8m cash in the bank.
adamb1978
28/9/2020
10:23
Let's see :-)
ramridge
28/9/2020
10:19
CEOs said "We have a balance sheet that enables us to invest for growth and we're excited and focussed." Doesn't sound like a fund raise to me. :-)
cottoner
28/9/2020
10:19
Why do they need more cash.Have only just got cash positive
investographer
28/9/2020
10:07
I had a quick look at the recent HY accounts and it may well be that they need to raise cash. As at 23/9/20 cash in bank £8.3m admin expenses 10.3m over past 6 mths, plus dev costs £3.2m net working capital £10m That smells to be line like a fund raise is on its way.
ramridge
28/9/2020
09:39
One of the few beneficiaries of covid and this is dropping again. Crazy. Can't even blame a high rating!
johndoe23
27/9/2020
11:27
Exactly Maddox, succinctly put.
big7ime
26/9/2020
17:30
Maddox ; That spot on Note below are the company's using Loopup products added the last two even through are part of Loopup Cisco Skype Microsoft Teams Meeting Zones Loopup own platform
thordon
26/9/2020
16:56
Hi Pratt, I'll certainly have a go.... On the face of it web conferencing solutions all look pretty similar. However the other providers' IP communication is delivered over the top (OTT) of third party broadband where service quality cannot be managed. LOOP carries its audio channel over higher quality assured PTSN or its own quality managed virtual private network. So LOOP has a very different underlying architecture in order to deliver the higher quality experience. ZOOM, Webex, GotoMeeting, etc are all software products whereas LOOP is more service-oriented. Also, their products are all feature-rich whereas LOOP is deliberately simple and easy to use. Theoretically it's possible that any business could look to replicate LOOP's business model. However, it would require investment to build a World-wide Virtual Private Network and the functionality to compete in this niche. Microsoft's strategy appears to be the Unified Communications Platform provider of choice - rather than a provider of telecoms services. By opening up their Teams User Base to allow other providers to offer telecom services they are thus clearly indicating no intention to compete aggressively in this space. ZOOM is experiencing explosive growth so I would doubt would see a benefit in reorienting it's whole business model to compete in a smaller niche. It would also be to acknowledge that their current service doesn't assure a quality experience. They are probably focusing on resolving their software security issues. None of the web conferencing providers, I am aware of, have the infrastructure to compete in the Direct Routing market - and I doubt Microsoft would allow them to integrate with Teams. Anyone else have other thoughts on this?
maddox
26/9/2020
08:55
They wouldnt bother Pratt. Far quicker to just acquire Loop. In a fast growing market, the 'buy vs build' argument leads you to the first of those solutions
adamb1978
26/9/2020
08:53
Can anyone please articulate the barrier to entry here please? Maddox perhaps?Just wondering if Microsoft or any of the other big fish can easily create something that makes LoopUp's niche capabilities irrelevant...?
pratt2
25/9/2020
20:09
hxxps://www.businessofapps.com/data/microsoft-teams-statistics/ Some interesting stats on Teams - explosive growth and LOOP in the thick of it all. Looking forward to this one bagging over the coming months.
valuehunter1
25/9/2020
09:52
Yep, once £2.50 goes the re-rate is back on! It's surely a matter of time & patience...
74tom
25/9/2020
09:46
Agreed. Crack 248p and there could be a good run up to 300p. Some investors are probably waiting for the breakout opportunity...
johndoe23
25/9/2020
09:41
Simon Thompson highlights the potential breakout in his article as well: "A move through the summer’s closing high of 248p would be another bullish signal. On a bid offer spread of 242p to 245p, the shares continue to rate a buy."
x54v
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