Toople Share Discussion Threads

[bobdown2] 25/4/2019 17:25

Today the old funding level held. Probably the buying before the results has made this time different as well as those that were sold on previous attempts to breach this level. Fwitw we could be headed higher, but this time we will be underpinned by the interim rns statement. Early may.

[parob] 25/4/2019 17:02

Chart looks set for another attempt at reaching new 3 month highs soon. Next couple of weeks will be interesting.

[12bn] 25/4/2019 15:33

The 3m was a buy,the MMs now want 0.309p and it won't be long before the offer is pushed up to 0.32p imo.

[warrenfingerfood] 25/4/2019 15:07

yeah I can't believe if you have a wad of 3,000,000 they take them off your hands at over .3 be nice if they were. Looking like a buy to me.

[ff2345] 25/4/2019 14:37

Some chunky stuff going through today.... wonder of we will get a holding RNS?

[2mex] 25/4/2019 14:00

Just over placing price. Both sides of the business retail and wholesale will show strong growth in the interims imho.

I think there will be a surprise in wholesale growth. It is expanding on many fronts. That utility switcher will have its sales team trained by Toople.
Effectively they are selling Toople services as an add-on. It's a great way to network into 35,000 potential customers. Significant orders expected.
Started August 2018 but billing would start September so showing in 19H1.

[city chappy] 25/4/2019 11:39

If KCOM could get 5% of the market and a £504 takeover with their dreadful TrustPilot rating and reviews, then TOOP should easily gain market share with their economical and highly rated service.Toop a strong BUY by any measure.

[bobdown2] 25/4/2019 11:28

The beauty about toople is that the sales are building on a monthly basis. It is not about the take up of a new system. It is basic bespoke telecom products. The unknowns are various but as toople put sounder foundations down the share price should respond accordingly. Continued record business should speed things up..

[johncasey] 25/4/2019 11:03

just hope this isnt another IBN or pipex...i'm in anyway

[2mex] 25/4/2019 10:53

On the upcoming interims we have contract revenue starting from late 2018 H2.
We have
2 contracts with expected material impact.
An SME utility switcher with expected significant orders
9 partners batch declared in RNS expected significant
Indication of continuous inflow of new partners

...and indication of approx 2500 retail customers added in 19H1

Plus 19H1 will see revenue build effect of 18H2 orders.

Significant on significant on significant.

[ff2345] 25/4/2019 10:49

Whoops...... updated.

[queenwood] 25/4/2019 10:36

3.5mill contract

[78steve] 25/4/2019 10:12

If .37p gets busted leading to results then they are bound to be good imo. Dyor

[realcooltrader] 25/4/2019 10:11

Ff, your 1143, third bullet point, it’s large contract, but...:-)

[warrenfingerfood] 25/4/2019 10:11

It will depend on the upfront costs to gain all the new customers. Every new customer will add to the debit column initially I suspect, but money in the bank down the road.

[ff2345] 25/4/2019 10:07

Agreed: the KCOM deal has placed the spotlight on the potential for TOOPLE and future valuations.

If the interims support the management statements about how well the business is doing, then we could be on for a significant re-rate.

Looking forward to some numbers in early May.

[bibs] 25/4/2019 10:05

Under 3 million Mkt Cap.Plenty of headroom here IMO.

[cookie dough] 25/4/2019 10:03

Looking good! Looks like the market's woken up after the KCOM deal.

[bibs] 25/4/2019 09:59

10 o'clock and number 10 on the leaderboard !

[ff2345] 25/4/2019 09:56

KCOM annual turnover £302m. Valuation based on offer = £504m. Price for each £ of turnover = £1.67.

TOOP annualised turnover based on April (say £300k) = £3.6m.

Apply the same value for each £ or turnover gives a current cap for TOOPLE of £3.6m * 1.67 = £6m.

PLUS:
- We are a growth company
- We have MERLIN
- £3.5m contract still only just starting.
- £1m cash in the bank

TOOP is massively undervalued at £2.9m

[bibs] 25/4/2019 09:56

Serious players involved here now.That's obvious too !!

[warrenfingerfood] 25/4/2019 09:48

Did someone drop a spark on the blue touch paper?

[12bn] 25/4/2019 08:45

Here we go,the rise here could be great as everyone knows that numbers will be RNSd in early May. Soon the 'hot money' will be all over this again.

[78steve] 25/4/2019 08:42

Yes market cap is peanuts around 2m or so after cash in bank

[bobdown2] 25/4/2019 08:42

personally I would like to see a rise to a penny..minimum. At this level we would have a market cap of around 10million, which starts to reflect where the company is heading. We have been told that there has been roughly 10% a month business signed. That being relative to the share price and the figure of 250k has been growing in size. Hopefully the interims will show a good part of the rise and give a forward statement that tells us if the business being signed is still going to increase on a monthly basis.