Loopup Share Discussion Threads

[camkite] 29/11/2020 10:17

diku

If you can't work out what is a buy and what is a sell you should probably quit while you are ahead.

You don't need to be mystic meg.

Growing cash balance, reducing debt, growing contracts and mitigating loss in none PS by focussing on PS.

[camkite] 29/11/2020 10:15

PUGUGLY

Inbound lead generation is responding positively to content and digital marketing techniques, and is now generating more than 4-times the inbound lead flow that we were receiving pre-pandemic

Securing flagship wins with three of the world's top-100 law firms, still in the early stages of ramping up, and we have a pipeline of approximately £16 million Annual Contract Value of live opportunities

Total Contract Value of approximately £84 million4, 68% higher than reported in our half-year statement" - in 3 months, 68% growth.

We expect to be formally licensed and regulated in more than 30 international jurisdictions by the end of 2020, and approximately 60 by the end of 2021

Reducing debt Net Debt at 31 August 2020: £3.0 million thats a 2m reduction in 2 months while still growing the cash balance.

11.6m in cash where as 8.3m in cash in June.

Get with the program not what some random website note says.

[diku] 29/11/2020 10:13

Where is mystic meg?...if only we knew how mysterious ways the share price moves we would all be millionaires and billionaires...





This game is about timing... tomorrow it is a buy, last week is a short...

[pratt2] 29/11/2020 10:11

Let's look at differently.Pre pandemic, in February, this was in the 80s and 90s, before dropping to the 60s and 50s due to the trading update in Feb, which attributed to poor 2019 numbers and service issues in Nov Dec leading to more churn in H1. Net debt was 11m+ then.Right now, whilst the Non PS is declining, PS is growing fast, and as a niche that are likely to need a secure reliable service like Loopup (and not the usual like Zoom etc). Hence a good foothold in a niche growing market for LoopUp.Secondly, the net debt is now just 2m, significantly down from pre pandemic levels. So whilst there is the negative backdrop of growing competition in general eating into the non PS market, I do think the company has potential to penetrate deeper into the PS market, which is worth 2bn today, and with more focus on PS, much better balance sheet with almost no debt, a very healthy pipeline, the new Direct Routing product with MS, this has to trade at better than pre pandemic levels or at least at par imo! Whilst I don't think this will fly into the 100s yet, I do think Friday may have been overdone and this may bounce into the 90s. Let's hope!!

[camkite] 29/11/2020 10:11

Pugley (don't care how long you have been posting on a forum)

may suggest you read the last 2 sets of results and put it into contrast of the figures the company have announced.

Also read the statements regarding growth.

Oh and also take into account the company has grown their cash pile by 3.6m in the same period as the drop in none PS revenue.

Also take into account that none PS made up for 32% of the busines and now equates to only 14% moving forward...

Then put that into context of

"Total Contract Value of approximately £84 million4, 68% higher than reported in our half-year statement" - in 3 months, 68% growth.

Oh and finally take into account the large contract with one of the major banks which rolls out this month on a 3 month trial.

I do my own analysis... i've learnt many things in the last 12 years, one of which is don't take any notice to anyone else because everyone has a motive.

Finance is a dirty game and that company could EASILY be on the fiddle.

[pugugly] 29/11/2020 09:59

camkite:- Member since: 12 Nov 2020 -
May I sggest you go and READ the research notes - (f you have not already done do - Progressive is free to read) in particular the amount of debt - Amout of debt forecast for fy 2021 by Progressive will wipe out cash and leave the company with net debt and negative eps -

Remember Progressive are paid by the Company so (imo) possibly high side.

[camkite] 29/11/2020 09:51

PUGUGLY

But growing considerably & 1/4th of that the share price was not very long ago with results marginally down on that expected...

"Total Contract Value of approximately £84 million4, 68% higher than reported in our half-year statement"

This game is about timing... tomorrow it is a buy, last week is a short...

You understand the general idea ?

Buy low sell high ??

[pugugly] 29/11/2020 08:56

Togglebrush - U should declare that section in bold is from Stockopedia!
However I fully agree with it!

As I have previously posted got out some time ago as FTI (the investor contact point) did not respond to shareholder call - Herewith a most sincere thanks to FTI for saving me a significant sum.!!!

Still (imo) in potential bargepole territory - They are now a minnow in relation to the US competitors plus a possible declining market as and when vaccine generally available.

[togglebrush] 29/11/2020 08:32

Monday_____________________________Friday
'
Hour by hour comparison of trading deals, rate of deals and volume
'
Monday _!_Deals__per min____!_Volume_Friday->__Deals__per min___!_Volume

Hr 08-09 _!__ 51 _!__ 0.85 _!__71,591 __!!___1,083__!___18.05 __!__7,210,151
Hr 09-10 _!__ 25 _!__ 0.42 _!__55,633 __!!____ 422__!____7.03 __!__2,329,730
Hr 10-11 _!__ 26 _!__ 0.43 _!__54,100 __!!____ 385__!____6.42 __!__2,286,928
Hr 11-12 _!__ 18 _!__ 0.30 _!__40,077 __!!_____233__!____3.88 __!__1,566,794
Hr 12-13 _!__ 11 _!__ 0.18 _!__41,697 __!!_____248__!____4.13 __!__1,794,928
Hr 13-14 _!__ 10 _!__ 0.17 _!__19,721 __!!_____153__!____2.55 __!___ 698,758
Hr 14-15 _!__ 6 __!__ 0.10 _!__13,450 __!!_____204__!____3.40 __!__1,884,621
Hr 15-16 _!__ 2 __!__ 0.03 _!___3,140 __!!_____379__!____6.32 __!__1,992,548
Hr 16-17 _!__ 10 _!__ 0.33 _!__12,183 __!!____ 238__!____7.93 __!__4,641,935
==============================================================================
Total Monday 159__!__ 0.31 _!_311,592 Friday->3,345__!____6.64__!_24,406,397
'
All trades are Off Book, not ALGO or Direct Access. Negotiated Trades, normal institutions, were 1 on Monday and 160 on Friday. Last hour on Friday includes delayed trades traded earlier. Median size of individual trades was £5,750 whilst only top one percent of trades were over £49,000 value (roughly £1 million total value) on Friday which I take as being experienced investors
'
Friday trades were going through at one every three seconds (18.7 per minute) speed during the first hour which is at Flash Guys direct access speed and swamped the market and painted the picture for the day and dictated the price. There was no dead cat bounce.
'
Normally brokers notes, issued under embargo, are released to the press the day before, Fair practice is RNS officially released at 7.00 am along with notes becoming unembargoed. It is alleged that Fridays trade was based on “Numis, which likes to keep the facts away from private investors, so that institutions & HNW individuals only get privileged information. This is totally unacceptable, given that the broker gets its information at least in part, directly from the company.

[camkite] 28/11/2020 23:24

Pugly

While trading is expected to remain challenging in the non-PS part of our Meetings business, this now represents just 14% of our total LoopUp Platform revenue, and with a continued focus to drive forward our PS business, it is expected this will have progressively less impact on overall trading going forward. By contrast in our core market, we remain confident in our ability to drive attractive, sustainable and profitable growth of our premium external cloud communications platform, and therefore plan to invest to maximize growth and shareholder value creation within the constraints of our strong £11.6 million cash balance (at end October 2020).

[leewain] 28/11/2020 21:54

The truth will come out monday afternoon.

[pugugly] 28/11/2020 18:57

Thordon - Have you looked at the progressive research?
Paid for by the company and forecasting a bottom line loss for 2021?

[thordon] 28/11/2020 18:42

Lol ok PUGUGLY

Numis's have botched up the numbers , do not compare to Loopup trading update

[pugugly] 28/11/2020 18:31

Remember the paid for research

is forecasting a LOSS for 2021 - So maybe Numis are not so far off the likely outcome.

Might be some burnt finger if jump in Monday morning.

[pratt2] 28/11/2020 17:56

Some mention on the other boards of takeover bids at these levels. Don't know if only rumours though!

[thordon] 28/11/2020 16:13

Would add caution depends on the forward scopes £16 million contracts so have revised

Sales 58m - 70m

Profit 17m - 21m

EPS 24p -30p

Net cash 17m - 20m

Dividend 5p

[molatovkid] 28/11/2020 14:47

Dirt cheap P/E on those projections.

[ruedolf] 28/11/2020 13:59

So revising Numis's botched numbers I reckon the 2021 forecast should look like

Sales 70m

Profit 21m

EPS 30p

Net cash 20m

Dividend 5p

[thordon] 28/11/2020 13:36

The expansion into different country's has been driven by the Law firms and banking services.
Data & Media protection acts require licence , with being cloud base then have to show and demonstrate that Loopup have safe guards in place.

[ruedolf] 28/11/2020 12:39

" Let's hope the Professional services growth will more than cover the loss in Non PS, and that 2021 will be closer to 45m and not 32m."

I would expect sales to at least match 2020 if not higher despite the covid spike in Q1 2020 and that's assuming those sales are a one off rather than front loaded which is debatable.

So whats going to drive sales to cover the covid spike


# its a booming sector so this should add growth naturally by 10%-30%
# the company is expanding rapidly into different countries this will also feed into sales growth ...We expect to be formally licensed and regulated in more than 30 international jurisdictions by the end of 2020, and approximately 60 by the end of 2021
# new products launched in the last few months also adds to growth ...In October 2020, we launched our new LoopUp Rooms capability ....launching our c.£3 million revenue Cloud Telephony business onto our global cloud platform

The big upside is ... is the covid spike of 16m in sales a once off which the market is assuming or is it front loaded in that contracts that would normally occur in july to october ( hence the Lull experienced in these months) was fast forwarded early to march / april due to the covid lockdown ...

If that is the case which I suspect then that 16m could arise again in 2021 but spread out move evenly throughout the year .. and sales could be far higher in 2021 than in 2020 say 60-70 million based on strong growth rates.

[pratt2] 28/11/2020 12:11

So let's all buy first thing Monday morning if 80p looks incredibly cheap! Let's hope the Professional services growth will more than cover the loss in Non PS, and that 2021 will be closer to 45m and not 32m.I may top up at these rates on Monday, perhaps in the first hour when liquidity is likely to be the best.

[ruedolf] 28/11/2020 12:03

So Numis reckon sales are going back to 2018 levels despite the company operating with a superior product in the sweet spot of a booming sector ... despite a surge in signing new contracts and major product launches and a surging potential contract pipeline even compared to three months ago .

" Our pipeline for cloud telephony live opportunities continues to grow rapidly, now standing at potential Total Contract Value of approximately £84 million4, 68% higher than reported in our half-year statement "

The real questions to be asked is What is Numis smoking ?

[sbb1x] 28/11/2020 11:35

The panic and fear when this started falling was unbelievable scared the life out of some so they sold.,...................... but in the last 10 mins of trading it all changed as the buyers came in to out weigh the sellers hence the slight move up.Bulls are regrouping and this will head higher in coming trading days.

[diku] 28/11/2020 10:48

Looking at that right header chart morale of story is anybody who bought around 100p in June and see it go above 200p would have been wise to take profits...and not day dream thinking it was going to the Moon...