Loopup Share Discussion Threads

[sharesoc] 14/11/2017 14:24

There is a recording of the LoopUp presentation at ShareSoc Growth Company Seminar, 8th November 2017 available here:

[tomps2] 14/11/2017 08:11

Steve Flavell co-CEO and co-founder of LoopUp presents at the ShareSoc growth seminar 8th November 2017



c. 35 mins

LoopUp Group plc, formerly LoopUp Group Limited, is a software-as-a-service provider of remote meetings. The Company’s product, LoopUp, is designed to eliminate frustrations associated with conference calls and deliver a remote meeting experience for mainstream business users.

Introduction – 00:18
Key facts – 00:55
Market background – 01:44
Financial summary – 02:54
Why LoopUp? – 04:25
Conference calls, the user experience – 06:30
Risk averse usage environment – 09:45
The product – 14.00
Barriers to entry – 15:57
Customers & revenue model – 16:42
Business development – 17:44
Efficient RoI per sales Pod – 20:44
Growing the Pods & marketing – 22:45
Summary – 23:58

Q&A
Your competitive position v existing dial in conference systems? – 24:28
How did you develop your pod system & how do you drive sales? – 26:15
Who are your target market? – 29:02
What does a customer pay? – 30:02
Gross margin across the business? – 31:08
Revenue per Pod? – 31:50
Why not increase the number of Pods? – 33:15
What size do you have to reach to be safe in your space? – 34:57

[ny boy] 13/11/2017 20:29

I wonder how many took notice of this poster from the offie lol

24 Aug '16 - 06:52 - 21 of 224
Be bust in 3 years i suspect, take the profit now i guess son and pay the tax

[sharesoc] 23/10/2017 15:53

LoopUp have joined the line up for our London seminar on the 8th November, more details here:

[timbo003] 12/10/2017 17:52

LoopUp are one of the nomimees for Best Newcomer at the AIM awards tonight.



Go LoopUp!

[martywidget] 06/10/2017 08:36

Thanks for highlighting that. Here's the link to the article:

Dial into LoopUp

[18bt] 06/10/2017 07:41

By Rec in IC this morning. Would have served better if it had been last week or last month

[adamb1978] 26/9/2017 13:21

Fair enough, that's an alternative approach. I like the background of the management team though, as you say, they've never run a plc before so might have been caught on the hop.

Personally, I think the valuation is fine - they've been growing turnover at 30% - 40% p.a. for 3-4 years now and the market forecasts aren't up with events on the basis of the interims (mkt figures assume flat turnover in H2). Tech companies which grow at that sort of rate can often trade at much higher revenue multiples that LOOP currently do - the key is being able to sustain the momentum, which they appear able to do at the moment. Appreciate the contrary view though as its good not to get blinkered or fall in love with investments

[rivaldo] 26/9/2017 10:20

Adam, I would have expected the CEO to have been more honest and to say that he couldn't say that director sales would never happen. And that with a low free float and at the right price, the directors and staff might well consider increasing liquidity and rewarding those who've held shares in the company for a long time.

To deny it outright was a silly thing to do. And it looks sillier now. The only caveat is that the company is new to the market and the CEO is probably inexperienced in dealing with such questions.

The share price increased to vertiginous heights based on poor liquidity and growth potential from a still small base relative to a £113m m/cap. It still looks overpriced to me.

[adamb1978] 25/9/2017 22:37

I cant blame the directors for talking a bit of money off the table - we all have bills, mortgages and/or school fees to pay...and, Rivaldo, I know you're a very experienced investor and cant reasonably have expected the directors to give you price sensitive information!

To put this announcement in context:
- both co-CEOs sold less than 10% of their holding and still own around 6% of the company each
- CFO sold 60k shares but still has 100k options which he's committed not to selling
- COO sold one-third of his holding, but still has double that in options

Adam

[watsonnimrod] 25/9/2017 17:46

Lovely, time to reinvest some of the profits I took a few weeks back

[supertag] 25/9/2017 11:30

Oh Well, what a bloody disaster. Bought these a few weeks ago at £2.95 and was concerned at the high level of sells but the price kept steady, until now!
That is me out for a small loss.

[bookbroker] 25/9/2017 09:47

Outrageous valuation, SELL!

[rivaldo] 25/9/2017 09:29

RNS just out notifying that the Directors and others are selling £7.8m of shares to satisfy the usual "institutional demand".

I'm not a holder as the rating is far too high in my opinion, but the amusing thing is that I went to the Proactive presentation recently and chatted to the CEO afterwards.

I specifically asked him if given the meteoric share price rise the directors or others had any intention to sell/place any of their shares. Oh no, he said, looking and sounding affronted.

Enough said!

[martywidget] 17/9/2017 10:21

[Video - 31 mins]
Steve Flavell, co-CEO of LoopUp (LOOP)
Shares Magazine
Published on 11 Sep 2017

LoopUp (LOOP) is a premium remote meetings solution that makes it easier to collaborate in real time. Streamlined and intuitive, LoopUp anticipates the needs of business users, while delivering the quality, security and reliability required in the enterprise..

[timbo003] 14/9/2017 13:20

I attended the Proactive investor evening last night where Steve Flavell (joint CEO) was presenting the investment case for LoopUp.

I think I now finally understand why they are so highly rated, but it's taken me just over 12 months to get there!

The slide set from last night's event can be found here:

[supertag] 14/9/2017 11:07

That's me in now after pondering for a week or so. Expensive ponder! lol
Looks a great Company with excellent prospects.
GLA Supertag

[watsonnimrod] 13/9/2017 17:19

It always slightly amuses me when people bang on about 'free' applications or similar free products that are out there. Great for start ups and small companies, but anyone who works for a bigger company or multinational will know that they will rarely or never use 'free' software as somewhere someone has probably decided that those old nuggets such as contracts and service level agreements probably outweigh much cheapness in the corporate grand scheme of things.That's where LOOP are making inroads. Profits banked for me and we will now see how night it can go. I expect a fair bit...

[martywidget] 07/9/2017 11:18

From CNBC [Squawk Box Europe‏] yesterday:

LoopUp playing in ‘different playing ground’ to tech giants:...
2:34 AM ET Wed, 6 Sept 2017
LoopUp CEO Steve Flavell said that his business exists to solve conference call problems, and is competing with a number of larger tech firms.

[martywidget] 06/9/2017 14:16

Small Cap Value Report (6 Sep) - CCT, SOM, FUL, LOOP, TRAK
Wednesday, Sep 06 2017 by Graham N

[martywidget] 06/9/2017 14:06

LoopUp enjoying strong start to second half with major new contract wins
Published on 6 Sep 2017
Steve Flavell, co-chief executive of LoopUp Group PLC (LON:LOOP) caught up with Proactive to discuss the remote meetings technology firm's first half results.




LoopUp enjoying strong start to second half with major new contract wins
12:43 06 Sep 2017
www.proactiveinvestors.co.uk/companies/stocktube/8039/loopup-enjoying-strong-start-to-second-half-with-major-new-contract-wins-8039.html

[adamb1978] 06/9/2017 12:27

John

You cant really value a company at this stage of its development as a multiple of earnings - if a company is consistently growing the top-line by 40% p.a. and has just moved into profit, then a PE multiple will be very mis-leading.

People will often look at EV/sales multiples which for something growing like this is could easily be 6x-8x say if you are confident that the growth will be sustained. These guys are on around 4x EV/sales which helps me get confidence that the valuation is very undemanding

Adam

[timbo003] 06/9/2017 09:30

Loopup will be at the Proactive investor meeting on September 13th (starting art (18:00), it's free to attend and there are refreshments afterwards, I've booked my place.

[johnthespacer] 06/9/2017 08:11

Would they not be overvalued at market cap of over 80M with profit of 2.5M?