Toople Share Discussion Threads

[david233] 29/4/2019 20:10

I can see 3p as the first target and then followed quickly by 5p.Keep buying people.

[bobdown2] 29/4/2019 14:40

As long business is increasing from the 250k first recorded in October last year and month on month then everything is good. And the words phenomenal growth was used..only the once mind !!

[top tips] 29/4/2019 14:36

As explained by the CEO in a presentation/interview, TOOP ensure advertising is cost effective and take-up is predictable, and they carefully control the costs of acquisition of each customer.

[warrenfingerfood] 29/4/2019 14:26

Generating leads isn't easy, an example would be those leaflets that fall out of Sunday newspapers, the return there was always 1% of 1%.

[top tips] 29/4/2019 14:21

So for every 1% of the UK SME market Toop gets, it is worth between 10.77p and 15p on the share price valuation. Very nice. Buy Toop.

[warrenfingerfood] 29/4/2019 14:20

At over 80% conversion rate some large figures for new customers should be on the books, I just hope they are talking to hundreds, if not thousands every month. At that conversion rate the bottle neck will be generating leads you get to talk to.

[bobdown2] 29/4/2019 13:50

The increase in costs could be a good sign as it might reflect in a larger than expected customer base. Record months of increasing business being signed is also promising as at the moment as momentum is still on the upside. But it might take a while for the numbers to come through..the ceo is not slow in coming forward though !!

[ff2345] 29/4/2019 13:48

And my estimate is around 15,000 at the interims..... equates to 3p using the above logic!!!

[78steve] 29/4/2019 13:39

So if we're on 5000 units now price should be over 1p. Dyor

[hottingup] 29/4/2019 13:27

Market Comparisons

TOOP's CEO stated (2018) he aims to get at least 5% of the UK SME market within 5 years (by 2023), modified (22/3/2019 Interview) to 5% within 3 to 5 years (2021 - 2023). If they get 5% within 3 years, then 7% within 5 years looks possible.

- KCOM had 5% of the UK SME market and accepted an all cash takeover offer of £504m (33.8% premium to previous days closing price) on 24/4/2019, implying:

-- TOOP share price on gaining 5% of the UK SME market = (504 / 2.62) x 0.28p = 53.86p

-- TOOP share price on gaining 7% of the UK SME market = (7 / 5) x 53.86p = 75.4p

-- TOOP market capitalisation rises £100.8m & share price rises 10.77p, for every 1% of the UK SME market it gains.


- Daisy Group (2018) has 7% of the UK SME market and in H1 2018 (FT, June 2018) put itself up for sale at £1 billion before being bought by its founder.

-- Parity with Daisy would give TOOP (getting 5%) a market capitalisation of 5/7 x £1 billion = £714.28m & share price 74.8p

-- Parity with Daisy would give TOOP (getting 7%) a market capitalisation of £1 billion & share price 107.7p

-- TOOP market capitalisation rises £142m & share price rises 15p, for every 1% of the UK SME market it gains.


- Conclusion: TOOP share price target on 5% to 7% = 54p to 75p (& potentially 100p+)

[hottingup] 29/4/2019 13:26

ff2345
There are 5 million SME's in the UK, so ball park 1% = 50,000 SME's.

However, some SME's may only need 1 phone/modem, whereas others may need 50 or more.

Hence, the more SME's TOOP sign up requiring multiple phones/modems, the better, e.g. like TOOP's client Wenzels the Bakers, which has 60 locations and is still expanding.

[78steve] 29/4/2019 13:24

Hopefully not many sellers at this level like last time as we're getting very close to interims so should carry on pushing on up. Dyor

[ff2345] 29/4/2019 13:10

hotting - how many units is 1%

[hottingup] 29/4/2019 13:08

TopTips (1252) I would say fair value on TOOP getting 1% of the UK SME market would be approx 12.87p, i.e. the average of a comparison with KCOM and Daisy based on their values at 1% thus (10.77p + 15p) / 2 = 12.8p

[mam fach] 29/4/2019 12:45

3rd time this has broken through to this level.
Let's hope it's 3rd time lucky and it will hold.
Onward and upward. GLA.

[12bn] 29/4/2019 12:16

duplicate post deleted

[12bn] 29/4/2019 12:16

RNS Number : 8298V

Toople PLC

11 April 2019

Embargoed until: 7.00 a.m., 11 April 2019

Toople PLC

("Toople" or the "Company")

Update on Trading and Date of Interim Results

Toople PLC (LSE: TOOP), a provider of bespoke telecom services to UK SMEs, gives the following update on trading ahead of its interim results, which will be announced in early May 2019.

The Board is pleased to announce that the interim results are expected to be in line with management expectations. Turnover and gross profit continue to grow substantially and the Company's cash position remains strong with in excess of GBP1.1 million as at 31 March 2019.

The Board is pleased to report that since the Company's last update on 22 March 2019, Toople has continued to make further significant operational and financial progress. Following strong trading in January and February, momentum has continued and March 2019 was a record month of small business sign ups contracting directly with Toople.////// Not long to wait.

[bobdown2] 29/4/2019 12:11

The kcom effect....it has drawn some sector attention.

[12bn] 29/4/2019 11:59

Up she goes.

[ny boy] 29/4/2019 11:50

Just hold these long term, I will check back later in the year, hopefully a few pence by then.

Next one under-valued imo (WEY)6p to buy recent broker valuation 35p doh! That is WEY too cheap!

[bobdown2] 29/4/2019 11:44

I believe April is already looking like another record month. Business seems to be growing alongside the size of the company at the moment.

[parob] 29/4/2019 11:39

Same with twitter John. Very few posts which suggests this stock is still under the radar...for the moment.

[johncasey] 29/4/2019 11:36

just one post on lse thread..obviously the herd havent arrived here yet

[78steve] 29/4/2019 11:28

The price has remained more or less the same even after confirmation of record business. If it still remains here at the interims then we expect there to be no change in the business being reported in the interims over last six months which I doubt will be the case;) dyor

[azuli] 29/4/2019 11:25

Steady buying and another move up :-)