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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
  -4.00 -4.71% 81.00 79.00 82.00 85.00 80.50 85.00 326,610 16:35:29
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 34.2 0.4 2.5 32.4 45

Loopup Share Discussion Threads

Showing 1326 to 1348 of 1900 messages
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DateSubjectAuthorDiscuss
21/11/2020
10:29
Cottoner Thanks for that. Good time to buy.
arcadian
21/11/2020
09:18
Why do we think H2 will be as good? Don't forget, April to June, growth was an unprecedented one off, with most of them being pay as you go. So I am expecting baseline runrate to have decreased July onwards, so may not be as high as H1. However, the pipeline mentioned in the previous statement combined with Direct Routing may be what does the trick here. And hopefully in a big way
pratt2
20/11/2020
22:06
1 cheap growth stock I think can become as big as Zoom Friday, 20th November, 2020 The adoption of video conferencing solutions provided by growth stocks like Zoom Video Communications has accelerated in the Covid-19 lockdowns. The transition to reduce face-to-face meetings had already begun before the pandemic, as businesses sought to reduce their carbon footprints. However, while Zoom is thriving under current market conditions, the platform is not perfectly suited for all types of business activities. That’s where this cheap growth stock comes into play. An opportunity to beat Zoom? LoopUp Group (LSE:LOOP) also provides a video conferencing platform. There is a vast array of competitors within the market space. However, the firm has differentiated itself by targeting the professional services market (PSM). This includes legal, financial, and client-led business sectors. '''''''''' The bottom line — Zoom vs LoopUp LoopUp is a much smaller business than Zoom. However, it has found a niche segment of the market — expected to be worth $10bn by 2024 — that remains mostly untapped. With a market cap of just over £103m and predicted earnings of £18.4m for 2020, the stock is currently priced at a forecasted price-to-earnings ratio of 5.6. When compared to Zoom’s P/E of over 500, the growth stock looks exceptionally cheap in my eyes. “This Stock Could Be Like Buying Amazon in 1997” I'm sure you'll agree that's quite the statement from Motley Fool Co-Founder Tom Gardner. But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared. What's more, we firmly believe there's still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations. Link to full article hTTps://www.fool.co.uk/investing/2020/11/20/1-cheap-growth-stock-i-think-can-become-as-big-as-zoom/
cottoner
20/11/2020
20:59
Brilliant posting guys, in particular Maddox; Bamboo; Cottoner; SEV22; AP21 and a few more - this is a sound thread.
valuehunter1
20/11/2020
18:08
FWIW a similar Table to yesterday, Post #1328 , but Friday has roughly the half value Traded Hr 10-12 where individual high value trades were made (big boys leaving possible ?) Hr 15-17 where bulk of days value was traded. 14-17 Prices rose (bargain hunters ?) ' Time Band__!__Volume_____!____Values_______!__Average ___________!__Sum of_____!____Sum of_______!___Value of Deals Hr 08-09___!___39,278 ___!____£61,678.71___!___£9,816 Hr 09-10___!___34,013 ___!____£54,223.24___!___£3,792 Hr 10-11___!___37,294 ___!____£59,264.03___!__£11,434 Hr 11-12___!___36,905 ___!____£57,238.34___!__£13,682 Hr 12-13___!___49,114 ___!____£77,800.53___!___£6,351 Hr 13-14___!____8,520 ___!____£13,418.71___!___£3,260 Hr 14-15___!___38,120 ___!____£62,354.54___!___£4,376 Hr 15-16___!___92,530 ___!___£154,541.80___!___£6,558 Hr 16-17___!___91,232 ___!___£156,298.77___!___£7,687
togglebrush
20/11/2020
17:13
bamboo Good call
arcadian
20/11/2020
16:55
Hi srichardson, looks like we were doing the math at the same time - and coming to the same conclusion. Yes a projected p/e of 6 based on an equivalent H2. It should also be considered that the new Direct Routing proposition made no contribution to H1, but early days and from a standing start.
maddox
20/11/2020
16:44
Am I wrong in thinking that the leap from a good but limited specialist provider to the much wider commercial market depends mostly on getting traction from the Microsoft Teams agreement? But we really may not know much on this until there is a trading update which last year occurred in late February before full annual figures a month later in the third week of March. As a reminder in the interim to end June LOOP showed revenues of £32mn pre-tax of £7.5mn and net profit of £7mn. Even if one assumes an increasing tax rate and significantly higher SGA costs (with the effort to extend the business and hire etc) I will be disappointed if they don't at least equal that in H2 given the pandemic boost din't take off until lockdown in late March. i.e. I think the Panure figures to be very conservative. The market cap today is £97mn which would imply (if I am roughly corrct)price earnings of around 6 on an admittedly 'freak' year. But still...
srichardson8
20/11/2020
16:43
The recent decline in the share price is no mystery. Firstly, the upward trend was halted by Jupiter selling down their 9.4% stake - causing a plateau. Secondly, Pfizer's announcement 9 Nov of an effective Covid vaccine. Being perceived as a Covid beneficiary, the share price dipped sharply and triggered the Momentum and Chartist's stop-losses. Once the trend is broken - in a myopic market driven by Momentum seekers it's difficult to recover. On the other hand, for Growth Share, particularly GARP (Growth at a Reasonable Price) and Contrarian Value Investors this is a gift. LOOP's 1H eps was 13.9p putting them on a p/e of 12 based on just their 1H earnings alone - if it does as well in 2H the p/e drops to just 6 - which is ridiculously cheap for a share growing as fast as LOOP. GAMA - in the Unified Communications market LOOP are entering is on a p/e of 29. For an equivalent valuation LOOP's share price would be 822p.
maddox
20/11/2020
16:16
Did any of those investors who sold their shares this week even read the article I posted below from Simon Thompson of the IC? Business is booming at LoopUp (LOOP:245p), a London-based premium remote conference meetings company. As millions of firms move to remote working, LoopUp’s information secure, reliable and easy-to-use remote conferencing technology is enjoying strong demand from customers in key professional service verticals where data privacy and security is paramount (law, accountancy, investment banking, corporate finance, private equity, asset management, insurance, PR and marketing). The client base includes more than 20 per cent of both the AmLaw Global 100 firms and the world’s top-100 private equity firms. It’s growing strongly, too. The professional services segment increased call volume by 90 per cent to 335m minutes in the first half and its revenue contribution shot up by 81 per cent to £16.1m, outpacing the 43 per cent growth in LoopUp’s overall revenues to £31.9m. This growth has sent profits and cash flow soaring. With the benefit of strong operational gearing – administration costs declined by 7 per cent year-on-year to £10.6m – and rising gross margin (up from 67.1 to 71.4 per cent), LoopUp’s first half cash profit more than trebled to £12.2m to deliver a 664 per cent rise in operating profit to £9.2m. In turn, LoopUp generated £9.9m of cash from operating activities (more than 50 per cent more than for the whole of last year) which slashed net debt from £11.45m at the start of the year to £5.3m at end June. Net borrowing has since declined to £3m by the end of August. That’s important as more of the economic interest in the company is now owned by shareholders while at the same time the deleveraging of the balance sheet enables investors to place a higher value on LoopUp’s earnings given the lower financial risk. There are good reasons to expect these positive trends to continue. For instance, post period end, LoopUp closed a contract with one of the world’s five largest law firms, following a successful pilot with 300 users. It is now being rolled out globally and has “potential to become one of the company’s largest accounts”. The largest account currently accounts for 2.4 per cent of the company’s revenue, so this is a big win. The legal segment accounted for around 60 per cent of new wins in the six-month period, according to co-chief executive Steve Flavell, highlighting the quality of its user base. Moreover, LoopUp has offices in North America, Europe, Hong Kong, Sydney and Barbados, so its geographic footprint covers the world’s major business capitals, thus enabling it to win even more business and expand its customer reach further. That’s exactly what the company is doing, having just opened new sales pods in France and Germany to exploit the market opportunity in those countries. Microsoft Teams bumper business opportunity Another growth opportunity, and a sizeable one, too, is the extension announced in July to flagship product, LoopUp, as the company strives to become a leading provider of telephony services for Microsoft’s Teams, a product that has 75m daily active users. LoopUp now offers global cloud voice services via a third-party network direct routing to companies using Microsoft Teams, alongside its own premium remote meetings capability. Users can make and receive outbound and inbound voice calls directly from their Microsoft Teams user interface on any device, irrespective of geographic location, and with differentiated audio quality, reliability and security. Analysts at Gartner believe that 90 per cent of enterprises will adopt direct routing voice calls by 2022, up from only 10 per cent last year. This is a seismic shift and explains why Microsoft is seeking to increase its presence in this important segment of the market. It also explains why LoopUp is exploiting the market opportunity [for cloud telephony integrated with Microsoft Teams] which is forecast to grow fivefold in size to US$7.6bn over the next four years, according to research from Wainhouse Research. Add to that LoopUp’s existing professional services remote meeting market segment (predicted 40 per cent growth to US$2.8bn by 2024) and the company’s total addressable market will effectively treble to US$10.5bn by 2024. Bearing this in mind, the directors confirmed during our results call that they have already secured 219 live opportunities with a total contract value worth £50m for cloud telephony integrated with Microsoft Teams. They expect gross margin earned on this new revenue stream to be in line with that on LoopUp’s existing products. They also noted that 30 per cent of LoopUp’s business came from committed contracts, up from 13 per cent at the start of the year, with an average committed term of 24 months. This further improves earnings visibility, albeit the margin on these term contracts is lower than on rolling monthly pay-as-you-go Earnings forecasts conservative Analysts at Panmure Gordon have left their full-year earnings per share (EPS) estimates unchanged at 15.1p based on LoopUp delivering annual revenue of £55m, cash profit of £16.9m and pre-tax profit of £10.2m. Even after taking into account the first half weighting to earnings, their forecasts look too conservative given analysts have not factored in any benefit from Microsoft Teams direct routing sales. The second wave of the Covid-19 pandemic is also forcing millions of workers to return from the office to home working. Both these factors can only boost demand for LoopUp’s products, and underpin the company’s strong performance. In the circumstances, I maintain my view that the company should be rated far closer to the UK Small-Cap Technology sector average multiple of 13.5 times 2021 enterprise value to cash profit (‘Targeting tech stocks’, 10 August 2020), a valuation that underpins my 300p target price. I first suggested buying the shares, at 138p, in my July Alpha Report (‘Tap into the remote working boom with LoopUp’, 2 July 2020). 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.
sev22
20/11/2020
15:24
Bamboo: Looks like the sellers are drying up and the buyers are getting in cheap.
leewain
20/11/2020
11:45
Correction Arcadian19 Nov '20 - 18:23 - 1319 of 1328 Edit 0 2 0 According to IC Loop is still the favourite share of one fund manager. I took this from the IC web site on the day I posted and someone later asked me for details. It does NOT appear to be a favourite any fund manager in last week`s or this week`s IC. My apologies if this mislead anyone.
arcadian
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
togglebrush
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.
rimau1
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
bamboo2
20/11/2020
08:09
Looks as though this could go under 1.40. Absolute bargain at 1.10.
leewain
19/11/2020
20:04
Cheap buy now for Gamma.
arcadian
19/11/2020
19:50
Link to LoopUp Open positions: hTTps://loopup.com/en/company/careers/
cottoner
19/11/2020
19:46
Which ones this out of interest?
pratt2
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: hTTp://ow.ly/DWul50Cpinn New York: hTTp://ow.ly/s5RU50Cpino San Francisco: hTTp://ow.ly/ZIDv50Cpinm Sydney:
cottoner
19/11/2020
18:23
According to IC Loop is still the favourite share of one fund manager.
arcadian
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.
valuehunter1
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