Loopup Share Discussion Threads

[arcadian] 30/10/2020 13:54

Valu

GAMA`s strategy involves acquisitions and it does gobble up small outfits. It`s c. 15 times our size but could do it.

[valuehunter1] 30/10/2020 08:26

Arcadian - yes thats my biggest concern - this gets taken out on the cheap. Anything under 400p would be a steal for someone like GAMA.

[valuehunter1] 30/10/2020 08:23

Nothing to be concerned about here, just re-read the interims and the eps print. This should be valued at way north than £200m as market eventually cottons onto the opportunity here.

Analysts are v conservative on FY and 2021/22 Ebitda forecasts which surely will need to be re-visited.

[arcadian] 30/10/2020 08:15

Or they are just getting on with building the business.

There could be a little concert party at work here.

[mjmp1] 30/10/2020 08:06

Last year, the trade update was in Feb 2020. Either they are yet to get used to the fast lane, or does it mean they have no good news to publish. I am very concerned. The MMs will continue their games!!

[lyndon b] 30/10/2020 07:13

I contacted LOOP and they said there would be no trading update this calendar year - they are sticking with their historical announcement periods.

[thordon] 29/10/2020 19:23

Think £65m is correct however several factors may increase this

Cisco has increased by 3x since June - Loopup was on the decline with Webex but this may reverse.

Microsoft Teams - unknown tap

Loopup Event - unknown - new product

[rimau1] 29/10/2020 18:21

Nice, i had limit orders set at 215 and 206 and both got filled. Appreciating we had a seller the valuation here is silly, we are in the midst of a second wave so its prudent to assume business has continued in line with april - july hence the analysts are way out. We will also get an unscheduled trading update in the next few weeks due to the lack of forward guidance. Then add the Microsoft Teams tie up. I still expect £65m revenues this year and when the market catches up we should be valued at £200m.

[johndoe23] 29/10/2020 10:02

About time Jupiter exited and we can progress back north!!

[valuehunter1] 29/10/2020 09:03

Looks like Jupiter might have exited fully, they seem to have been selling down ever since they went below 5% at a rate of c100k shares a day so must have cleared by now. Expecting fireworks to resume here.

[pratt2] 29/10/2020 08:58

I was also hoping Microsoft's stellar Q1 results the other day would ve had a read through across to LoopUp but recognise it's such a small fish in this gigantic ocean.Really really hope next TU confirms the expected growth and pipeline. Chart is delicately poised , could either take down the trend line and go south or break away to new highs..

[maddox] 28/10/2020 21:25

We saw Jupiter Fund Management sell down from 9.39% to below 5% in early October so they may continuing to sell down. So it may well be them.

The investment case remains solid however - there has been no rush back into the office. The longer this continues the need for a high quality online experience will become ever more evident. In comparison with travelling to a meeting, the cost and time lost, a quality assured online conference is cheaper and more time-efficient.

[lastoneout] 28/10/2020 16:39

Personally I don't think it's warranted. From the 6 month report"The results demonstrate six months of strong financial performance, with significant revenue growth, margin expansion and high cash flow conversion. This performance has been driven primarily by the large-scale migration towards working from home due to Covid-19."I don't see things getting worse for LOOP since then. The share price has been deteriorating due to the news vacuum IMV and today's bloodbath hasn't helped. Hopefully we'll get a TU before long. If things have been going as well as we hope they should have a lot to sing about

[pratt2] 28/10/2020 16:15

Today's drop here warranted or just due to market drop in general? I would've thought LoopUp was a good hedge too going forward..

[srichardson8] 21/10/2020 11:27

Pelion on Ossa, eh? Striving for Olympian heights, is Zoom our Apollo?

[valuehunter1] 21/10/2020 10:30

This seller has been an annoyance no doubt. Just doesn't seem to want to exit in one go and is going in small batches. But its cool, lets see them off. And whoever it is I would not be surprised if they go and use the proceeds to invest in something like Tesla on a multiple of 1100 from an opportunity like LOOP which is trading on a multiple of 7. Snowflakes.

[sundance 13] 21/10/2020 09:27

Persistent small sales again knocking the price back

[ygor705] 21/10/2020 08:29

The 1 month chart literally looks like Pelion on Ossa but the share price refuses to lie down!

[arcadian] 21/10/2020 08:28

Today`s announcement shows confidence about the future. Patience.

[valuehunter1] 21/10/2020 07:51

hxxps://www.cwc.com/live/news-and-media/press-releases/cw-communications-expands-b2b-cayman-islands.html

The above press release from C&W could mean the C&W synergies could be growing ever faster. All looking very bullish and coming together nicely.

[valuehunter1] 21/10/2020 07:45

Very nice development - excellent news.

[bigbigdave] 21/10/2020 07:07

21 October 2020



LOOPUP GROUP PLC
(the "Group")

Launch of LoopUp Rooms
Simple, accessible and competitively-priced HD video conferencing suites



LoopUp Group plc (AIM: LOOP), the premium cloud communications provider, is pleased to announce the launch of LoopUp Rooms. LoopUp Rooms combines the Group's premium remote meeting solution with off-the-shelf hardware to create competitively-priced, plug-and-play video conferencing suites accessible to all users.



As businesses see an increase in remote and hybrid working, demand is growing for collaborative spaces that allow employees to communicate securely and productively with clients and colleagues. Until recently, video suites have often been expensive to install, complex to use and inaccessible to many employees. By contrast, LoopUp Rooms is a simple, plug-and-play solution that can be set up in minutes and uses off-the-shelf hardware - a display screen, a high quality camera, a mini-PC, a touch-screen controller and a conference room phone.



Users join meetings with one touch from a touch-screen controller, which then uses the high quality video and display of the room's screen and camera, and reliable managed quality-of-service audio of the room's speaker phone. Users can reserve the meeting room direct from Outlook, which adds their LoopUp meeting details to the calendar on the room's touch-screen controller for easy joining.



Steve Flavell and Michael Hughes, co-CEOs of LoopUp Group, commented,

"With remote and distributed working now the new normal for many, a growing number of meetings are taking place by video conference. Businesses need more meeting rooms equipped with technology for employees to collaborate effectively and comfortably with clients and colleagues. We're facilitating this by making premium video conferencing suites more cost competitive, accessible and intuitive for users without having to call upon IT for assistance."

[valuehunter1] 20/10/2020 20:56

Yh, I know a few people who have been adding some more weight to their shareholdings whilst they wait for the re-rate!

[allstars001] 20/10/2020 15:46

I'm so excited for the run to come.I think all us investors deserve itPatience will pay offWhat's the best way to gain patience?By putting on some wait. No better opportunity to top up :)