Peoples Op Share Discussion Threads

[jamdan1] 09/2/2017 12:14

Can anyone explain the rns from this morning please

[panic investor] 09/2/2017 10:57

Lucky mouse - what's your thoughts on this company ?

[cudmore] 08/2/2017 20:00

About to pop!!!

[luckymouse] 08/2/2017 15:14

That's just a phenomenon of a small free float/free float ratio - of interest to penny traders


I'm looking for evidence of the start of an explosive new life cycle

[cudmore] 08/2/2017 14:12

All this takes is a small amount of buying and it climbs. Must be worth 12p+ imho

[luckymouse] 08/2/2017 04:12

I disagree - I think the fact that he's stepping down to ned and letting a more experienced specialist come in as chairman says he doesn't have the specific telecoms industry skills to run/chair it. And the wealthy Rosenfeld family who own 30% have planted Juliet Rosenfeld (a business psychologist & widow of founder Andrew Rosenfeld) on the board - which could partially be interpreted as the bod have cultural issues.

You can tell from the TPO website - its slightly amateur - the 'About' section invites you too to click on links to select your charity or plan - the links don't work - and the site is a bit all over the place

The FD stepped down - never a good sign


They reported expected yearly revenue projections of 8.1m shortly thereafter


Then the interims suddenly had a very different tone - the CEOs report by Epstein actually smelt of fear I thought. Then they started cutting core wages & fundraising between the directors like crazy because the cash burn rate is just way higher than the cash they have on the nr term balance sheet.


And the most recent report says they expect revenue to be 3.6m (less than half) - and the new Chair is joining in with the endless director funding. It costs you a 100k to 1m quid to work here!
The massive drop in expected revs because they had to cut half the plans which were loss making or where they were getting ripped off with phone tethering tricks etc. (one guy in a student house signs up for an unlimited deal & shares his access with all his house mates). Rookie director mistakes.


Basically its a nice idea - but is literally bleeding like a stuck pig. It prob needed
A) a lot more start up capital realistically
B) the deal proposition to be slightly less generous/benevolent - it was/is on the edge of a give away (the UK high st deals have also become more competitive since the IPO)
C) a lot lot more marketing - whos heard of it? Needs 1m+, not 100k customers
D) to be run from the very off by hard core life long telecoms specialists - not wealthy charity fund raisers making rookie mistakes.

The recent blip up may reflect the arrival of this months funding round combined with an actual Telecoms expert lol. But brutal marketing & brutal financial controls & in particular margin control is what's needed - and needed urgently. I don't see talk in the reporting of how long it will take to get to breakeven with the new plans & exactly how much cash is required to get there - that's the key issue isn't it?

I love the concept but the juries out as to whether this new chair (& no FD!) can overcome the big shareholder personalities/celebrities & introduce with vigour those business disciplines. A placing or two due I suspect.

[x54v] 07/2/2017 14:03

Quite something to have someone of the calibre of Jimmy Wales on the board

[amunro] 06/2/2017 10:53

This should be a good business. Myself and the wife have been using TPOP sims for a while now. But they don't seem to be very commercial in their outlook? Ok 10% of your calling goes to a good causes, but I dont want them to go bust! Reminds me of the coop, sentimental ethical values but no commercial sense to make money.

[cudmore] 06/2/2017 09:58

Looking good here for further rises today!!

[maytrees] 06/2/2017 09:50

Good morning

For the moment the answer to the question posed in the header seems to be up - my own holding is in profit!

[colin12345678] 04/2/2017 09:42

Jimmy Wales interview

[colin12345678] 04/2/2017 07:44

^^^^^^^^^^^^^^^^^^^^

Right now you are looking like it with your childish comments how old are you ?? grow up man

[aimmafia] 03/2/2017 20:32

Biggest bellend on aim

[aimmafia] 03/2/2017 14:20

Fission you're an idiot

[sapper2476] 03/2/2017 14:17

Nice one gents. A quick £300 for me in and out and I'm not even a trader. Enjoy the ride...

[fission453] 03/2/2017 14:15

20p me thinks!

[cudmore] 03/2/2017 14:15

Up she goes!!!

[jamdan1] 03/2/2017 14:12

What would be fair value here

[miahkaysor] 03/2/2017 14:09

MMs are in serious trouble!!

[miahkaysor] 03/2/2017 14:09

No shares around at all!!

[cudmore] 03/2/2017 14:08

This ticks up with minimum volume. Any sustained buying and we could see this up 50-60% on the day