Loopup Share Discussion Threads

[togglebrush] 20/11/2020 10:33

FWIW Yesterday trading by time
Shows sales peak 14-15hrs
‘

Time Band___Volume___!__Value________!__Value
____________ Sum of__!__Sum of_______!__Average
‘
Hr 08-09 196,682 __!__£316,122.92__!__ £6,818
Hr 09-10 _16,347 __!___£26,498.42__!__ £2,000
Hr 10-11 113,201 __!__£179,410.96__!__ £8,261
Hr 11-12 _61,940 __!___£97,872.81__!__ £3,831
Hr 12-13__72,501__!__ £115,254.31__!__ £9,295
Hr 13-14 117,301 __!__£182,957.61__!__ £7,720
Hr 14-15 262,009 __!__£405,817.09__!__ £7,095
Hr 15-16 _61,741 __!___£96,579.83__!__ £2,791
Hr 16-17 _14,199 __!___£22,364.14__!__ £3,666

[rimau1] 20/11/2020 09:55

Thanks bamboo that is good to know. I can only think of 3 reasons for the recent falls; a big seller using the liquidity to reduce, a potential placing to fund growth or acquisition, and the least likely IMO expectations that more clients are taking a contract rather than pay as you go which will push some revenue growth and margin outwards. I continue to add as along with a number of folk here i got in early and took profits along the way but if bamboo is right this is an excellent opportunity to add more next week.

[bamboo2] 20/11/2020 09:27

LOOP showed a potential turn yesterday afternoon.
Just needs a close this evening above yesterdays low to confirm.

Approx 150 is historical support, with additional support from a rising 200sma

[leewain] 20/11/2020 08:09

Looks as though this could go under 1.40. Absolute bargain at 1.10.

[arcadian] 19/11/2020 20:04

Cheap buy now for Gamma.

[cottoner] 19/11/2020 19:50

Link to LoopUp Open positions:

[pratt2] 19/11/2020 19:46

Which ones this out of interest?

[cottoner] 19/11/2020 19:43

Further tweet by LOOP after close today highlighting a few of the many vacancies LOOP are currently looking to fill.


We’re on the lookout for 4 driven Business Development Associates to join our teams in London, New York, San Fran and Sydney! Apply below:

London:

New York:

San Francisco:

Sydney:

[arcadian] 19/11/2020 18:23

According to IC Loop is still the favourite share of one fund manager.

[valuehunter1] 19/11/2020 17:21

Another client signed up with glowing reviews of the service offering:

Find out how McLaren Construction Group, a leading construction company, improved communication with customers by migrating to Microsoft Teams and implementing cloud telephony with LoopUp:

hxxps://loopup.com/en/resource-center/customer-stories/mclaren-building-better-customer-communication-with-loopup/

[valuehunter1] 19/11/2020 17:15

Excellent research guys - the growth numbers are truly explosive. With all the hiring going on by LOOP, hopefully they are tapping into this mega growth opportunity.

[maddox] 19/11/2020 16:35

Hi cottoner,

Really appreciate your research - all excellent input to the discussion.

IMHO yes it's a very good read across - CallTower are offering Direct Routing integration from MS Teams:

"According to reporting by CallTower, their Native Teams Direct Routing Solution sales through October 2020 increased by 293% over 2019 sales figures."

MS Teams are also cited as now up to 115m Daily Active Users - it was quoted at 75m back in April. That's explosive growth.

CallTower are a MS Gold Partner as are LOOP - they appear to be US focused and based in Salt Lake City.

[cottoner] 19/11/2020 15:51

Any read across to LOOP? (Direct Routing / Microsoft Teams)



CallTower Reports Massive Sales Boost for Teams Direct Routing

What can CallTower’s growth of Direct Routing for Microsoft Teams tell us about how business is changing?

''''''

[valhamos] 19/11/2020 15:42

ramridge - there wasn't that much of a fall in Pat Val from June (it fell gradually from 500p to 430p if memory serves). The fall was also consistent with the fall in the wider market at the time. If people were selling because they knew of the fraud the fall would have been much greater and quicker. You are welcome to your investment style but Maddox is right that if one took your approach seriously you wouldn't invest in anything.

[robow] 19/11/2020 14:57

better timing than mine

[tole] 19/11/2020 14:33

I'll admit to buying a few back today.

[leewain] 19/11/2020 14:11

Getting cheap now. Have this on my watchlist.

[ramridge] 19/11/2020 14:08

Maddox - You are missing the point. There was nothing miraculous about the share price dropping 4 months before its collapse. The small group of people I refer to, knew or suspected foul play before the collapse and they started selling.

[maddox] 19/11/2020 13:28

Hi ramridge,

You have to discount that variable otherwise you wouldn't invest in anything. Thankfully, there aren't a lot of Patisserie Valerie's around - too many, but not a lot. You suggest that CAKE's share price in some miraculous way foretold of it's impending doom - an interesting conjecture. The Auditor's didn't know but the share price did.

The share price is essentially the equilibrium between buyers and sellers and their different view points. To attribute some supra-normal insight to this is not something I can take seriously.

Regards, Maddox

[glenowen] 19/11/2020 13:27

Excellent post, Ramridge. I had a similar experience with Goals Soccer (GOAL)not long ago. Prospects were bright and, just like LoopUp, it had been recommended as a Buy by Simon Thompson in the Investors Chronicle. The share price started to decline, dodgy accounting came to light and the company went belly up.

No matter how good a company is, it will be always be susceptible to potentially malign influences, which us small investors can never hope to be aware of. Of course, it doesn't mean that this will happen to LOOP, but I wouldn't be tempted to buy at the moment, because the recent precipitous slump in the share price raises too many questions for my liking.

[basem1] 19/11/2020 13:08

This is more than a bit of profit taking Another 50,000 dumped in the last half hour

[trainsailing] 19/11/2020 11:25

Worrying how this continues to fall despite other so called COVID beneficiaries bouncing back somewhat.
6 weeks ago the COO sold 2 thirds of his holding totalling 220k not a bad move for him.

[ramridge] 19/11/2020 11:13

Maddox - I generally agree with your rationale, except that you are forgetting a major variable.
All companies have stuff going on in the background of which we the small fry are unaware. Most of it is noise, but sometimes, it is big. Big enough to matter materially.
So those who are in the know ( senior management, brokers, instis, etc), will naturally act to protect their interests.
I will give you an example purely for illustration purposes.

A while ago, in 2018, I had shares in Patisserie Valerie (CAKE). The business was growing, results were published beating expectations. There was not a single cloud in the sky. And all analysts agreed. Inexplicably (that is to us the punters) the share price started to drop from June 2018 onwards. The drop was consistent and fairly steep. I bailed out because of my rule to sell if I see a loss of more than 10%. In Oct 2018, the company became bankrupt. There was massive fraud going on which only came to light when the VAT people sued the company for unpaid Vat.
So the people in the know had started to sell 4 months before the collapse. The chart showed that.

I repeat this is purely an illustration to make my point. Today's chart for LOOP is a reminder that there may be stuff going on that can destroy value at a blink of an eye.