||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Loopup Group Share Discussion Threads
Showing 176 to 197 of 200 messages
|PE of 90
|There's a new video interview and some broker comment following the results now available on Proactive:
|Small Cap Value Report (8 Mar 2017) - LOOP, WAND
Wednesday, Mar 08 2017
(This section by Paul Scott.) LoopUp (LON:LOOP)
Preliminary results – for year ended 31 Dec 2016.
|FYE 31.12.2016 results out, here's a link:
Some initial thoughts:
1. Results exactly in line with the trading update issued on the 18 January.
2. Loop state in their outlook statement that "we're confident in the experience-led differentiation we've built into that product over the last 11 years and its ability to continue to take share from the large players in this £5 billion market. Looking ahead into 2017, we continue to see strong demand for the LoopUp product and are confident in our ability to deliver further growth." So they are confident that their product is competitive against the big boys which presumably include Amazon Chime, and that they can continue to grow, i.e. meet market expectations.
3. LOOP have restated their intention to grow the number of sales pods as they call them, as outlined at the IPO: "We continued that investment during 2016, leading to 7.25 Pods by year end. As indicated at IPO, we plan to increase the number of Pods to an average of at least eight in 2017 and an average of at least 11 in 2018." So presumably there isn't a problem with sales or leads at the moment that has forced a re-think.
4. And there's a nice clean balance sheet as well: "The Group paid down a final debt installment of £0.3m on 31 January 2017, leaving the Group's balance sheet debt-free."
So my initial thoughts are(1) results in line with expectations, no surprise given the trading update on the 18 Jan, (2) LOOP seem confident in their product and their ability to continue to grow sales in line with expectations, (3) it will be interesting to read any broker notes issued following today's update and EPS projections, which were for FYE 2017 EPS of 7.2 and FYE 2018 EPS of 13. If these are reiterated or improved then a share price of around £2.60 by the year end, i.e. 20 x 13, doesn't seem unreasonable to me.|
|Now profitable and they have a debt free balance sheet.
No mention of Amazon anywhere in the results and it all sounds upbeat to me. I'm happy to hold.|
|Paul Scott @paulypilot · 28 minutes ago
Sorry to see LOOP getting whacked, but news of Amazon Chime launch 2 days ago is bound to worry investors. I still hold LOOP, but reduced.|
|delayed buys coming in, moving higher|
|Two page article in new Shares magazine with CEO explaining the Amazon threat hTTps://www.sharesmagazine.co.uk/article/loopup-bats-off-amazon-threat|
|Malc - on your second point those features absolutely matter. LOOP is for the enterprise, and particularly those using conferencing regularly, and almost all of them use Outlook and LinkedIn.|
|LoopUp Group plc (LSE AIM: LOOP), the premium remote meetings company, announces that the Company issued 186,474 new Ordinary Shares of 0.5 pence each ("Ordinary Shares") as a result of an exercise of options. The options were exercised at a weighted average price of 65.0 pence per Ordinary Share.
I can see the buyers at 65p dumping them straight out|
|I think Loopup is more sophisticated & a more pleasant experience in the way it works - BUT Amazon have simply copied the leading low cost model out there - and done it for a much lower cost - basically they intend to muscle into the lower end of the market - plus if they combine it free (one to one version) with millions of Prime users - all of a sudden they have a piece of the video chat market - zillions of free puppy dog sales all learning how to use it - a free service which happens to also be extendable, for a very modest fee, to business video conferencing. Handy for Prime users who also have a business or could do with a more likable service at work. When the big Ciscos etc of this world come to renew their corp contracts its gonna be a tough sale if the corporation next door is using Amazon Chime for next to nothing. Plus you could ask Alexa to simply start a video conference.
It may not have some of the high end features, but for simple conferencing looks a potentially lethal strategy to me..|
|Here's a review of Amazon Chime which has been posted on Youtube:
There's no doubt that it competes directly with Loop-up. Just a couple of thoughts:
1. How exactly are Amazon going to market this? You can have the best product in the world but if the marketing is ineffective then the product won't reach anywhere near its potential. Loop-up have their sales "pods" actively looking for business, but I'm not sure how Amazon are going to reach customers with Chime.
2. Loop-up seems to have more features e.g. compatability with Outlook and LinkedIn - do these extra features make much of a difference?
Look forward to feedback and other points I may have missed!|
|If that base patterns here might loop up again lol|
|I don't get the pessimism here right now. LOOP has a clean history of growing revenue over the last years (check the reports) and are at a nice price right now.
Results report will come on March, 8th. I reckon 160-180p is achievable here.|
|can feel a whoosh coming on this week.|
|sit back and watch this one test 200p|
|earnings per share of 0.2p
PE ratio of 675
|Anyone with any knowhow in this space would have been (and still should be) shorting the pants of this bamboo.|
|Looked like a short squeeze on Friday. :)|
|No worries Timbo and good luck with your investment. I just caught up with the brokers notes and, not unusually for a broker, they show limited knowledge of the sector. No mention of MS who have the sector where they want it really and Loopup, as another SaaS operator aren't in a favourable position.|
|skylite, thanks for the offer, but I will decline this time.|
|Read through dozens and dozens of posts on here now and not sure anyone has a deep understanding of this marketplace; I do, having worked in collaboration since it's inception here some 20 years ago. I nearly fell off my chair a few weeks back when I saw the share price and still think this is a 20p stock.
If anyone has any specific questions please feel free.|