Loopup Share Discussion Threads

[kirk 6] 08/1/2021 09:07

Just make use of this Extremely cheap valuation.Everyone is probably selling and rushing to buy Tesla worth 750 billion.In the next few weeks this will happen today and the share price will move back towards £1.80

[dave4545] 08/1/2021 08:53

I hate that with stocks.

2 companies both identical lets say worth £10 mil each with same cash and debt
and both 10p

Stock 1 is forecast to make £250k profit...announces it's going to beat that and make £400k...shares soar

Stock 2 is forecast to make £500k profit...announces it's going to miss that and make £400k shares tank

It's ridiculous...can nobody just look at Loop for what it is regardless if they hit or miss forecasts by a few million...a bargain

[4x4guru] 08/1/2021 08:50

Biggest challenge for Loop is meeting expectations, they have a history of setting expectations and then missing targets. This tends to unnerve investors. Both myself and my contacts know Loop well. Loops move to provide routing for Teams environment could have been a large opportunity, however I believe they set an expectation without really knowing what the take up would be. They ploughed a lot of investment into this and from global prospective using Teams as external telephony platform just isn’t suitable for most large companies due to its lack of functionality and reliability, given the competition in this area it’s unlikely there is significant growth. Loop have issued notices of improved revenue due to Covid but soon after they imply they not meet end of year forecasts. Only having a small holding now I will monitor before either totally selling out or invest further.

[kirk 6] 08/1/2021 08:21

That on most stocks would cause plenty of upside The future is to work from home

[dave4545] 08/1/2021 08:04

They uncrossed at offer price yesterday so the price opens unchanged but looks down again and already one person a small pi has sold.

Boredom yump that's all it is

[dave4545] 08/1/2021 07:43

If you watch the daily trading patterns it is yump.

The mm's have not had a good reason to push it back to 100p because they get fed every day by a stream of pi's selling and that must be to play more volatile stocks but this is happening everywhere.

If the mm's marked this up 5p everybody would be piling in once it has momentum again

[yump] 08/1/2021 00:11

That's what I don't get. Its not a victim of transferring money to other stocks, of that I'm 100% certain. No way that explains the fall.

[kirk 6] 07/1/2021 21:38

Why is this stock so cheap ?

[mjmp1] 07/1/2021 18:45

Dell Adds a Dedicated Microsoft Teams Button to 3 New Monitors. The three displays are the first to be officially certified for Microsoft Teams video conferencing.

[ianb5004] 07/1/2021 12:50

Taken orm I/C in sept.
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.

Mcap is £47mil now, Simon Thomason was predicting £228mil mcap on his math in September.
Trading update late Nov revenues will be minimum £50mil - so not that far under PF analysts. Looks far to cheap here. Profitable growth stock with Pe of Minus 23 is crazy.

[yump] 05/1/2021 17:03

I'm looking at the half year eps of 14p and wondering why the share price only got to 250p ish, if covid growth stock investors were chasing it.

If people expected the second half to mirror the first half (is that reasonable?), then that would have been a p/e less than 10.

Unless there were a load of investors underwater from buying in 2018, who just got out when it reached 250p area.

Slightly mystified.

[maddox] 05/1/2021 15:22

Good summary scuba. I believe the majority of the attrition LOOP suffered was to Microsoft Teams as it is effectively free, bundled with 365, for a firm's internal usage. Which is of course significant in view of the huge MS Teams integrated Cloud business telephony opportunity they are now pursuing.

Regards Maddox

[yump] 05/1/2021 13:07

I know there's been a big drop, I can see it.

What I asked was why, given that teleconferencing has been going on for quite some time.

[togglebrush] 05/1/2021 12:23

FWIW Historic RNS's
'
24 Feb 2020 Trading Update
10 Mar 2020 Full Year results

[kirk 6] 04/1/2021 22:05

Read the last rns massive over reaction

[yump] 04/1/2021 21:35

So why did it drop so much ? Teleconferencing didn't just start today.

[kirk 6] 04/1/2021 20:57

Big upside over the next few weeks. Looks like teleconferencing It's going to be the way forward for a long while yet

[charlie88888] 04/1/2021 13:29

Anyone seen chimmmpy?

[pugugly] 04/1/2021 10:13

Buys going through at 86.15p ADVFN attribution wrong - Looks as though an institution iceberg taking advantage of the Stockopedia tip to unload - Awaiting mark to see price at which they have dumped.

[dros1] 03/1/2021 21:45

Ft today

The British office market is having one of its “Road Runner” moments. Like the coyote in the cartoon, it is still running forward despite having left the edge of the cliff some time before.

The vast Covid-19 economic stimulus this year has helped keep returns going for the sector, with central bank programmes pushing European bond yields into negative territory. Agents Savills reckons the average spread between them and rental yields on prime European offices is now about 3.25 percentage points, well above historical average.

That makes the sector still attractive to global investors, many flush with cash. But the glaring absence of the rent-paying tenants in their shiny offices (and shops) will no doubt catch up with the market as gravity inevitably does with the Road Runner’s nemesis.

Companies are busy planning for new working models in the new year and beyond — and the need for real estate will be structurally affected as a result.

Most bosses are delaying any major return to the office until the spring at the earliest, when it is hoped that vaccines would have reached enough people to restore some normality. Even then, many think that office needs will be much reduced after the mainly successful shift to working from home.

Reviewing property requirements is high on corporate lists as a result. Many companies plan to downsize, cut costs and push through permanent hybrid models of working between the office and the home.

Google has told employees that they will not be expected to return to offices until September, and then for a flexible work programme with only three days in the office. Many others are making similar moves — and that potentially means discarding as much as two-fifths of their office needs.

Where companies have not been able to drop or negotiate leases, many are looking to sublet space, often at lower than market rents to rid themselves of the financial liability.

London has seen among the largest rise in Europe this year of so-called grey space — the term for offices not technically on the market but empty and available — according to Savills.

In the City, office vacancies have risen from 5.5 per cent to 6.5 per cent in 2020 — equivalent to about 9m sq ft — and the majority of this increase was from tenant-controlled space.

Remarkably, rents have dipped only a little last year, but that cannot continue. The City is heading for its lowest take-up for more than a decade, while there is about 15.5m sq ft of development and refurbishment coming on tap between now and 2024.

[kirk 6] 03/1/2021 19:55

Already have a load probably wouldn't believe how many I have lolWill buy another 50k this week and then hold abs leave for returns

[the monkster] 03/1/2021 18:37

filling your boots at these prices then kirk ??

[kirk 6] 03/1/2021 18:11

This will likely be one of the best performing stocks this year