Toople Share Discussion Threads

[hottingup] 03/5/2019 11:17

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+)

N.B.
TOOP’s projected growth in market share (% or No of SME’s) with corresponding market capitalisation & share price, based on comparisons with recent takeover prices for KCOM (5% at £504m) and Daisy (7% at £1 billion [= 5% at £714m]):

Market Share............Market Cap.......Share Price

0.1% or 5,000 SME's = £10m to £14.2m = 1.077p to 1.5p
0.2% or 10,000 SME’s = £20m to £28.4m = 2.154p to 3p
0.3% or 15,000 SME’s = £30m to £42.6m = 3.231p to 4.5p
0.4% or 20,000 SME’s = £40m to £56.8m = 4.308p to 6.0p

0.5% or 25,000 SME's = £50m to £71 = 5.35p to 7.5p

0.75% or 37,500 SME’s = £75m to £106m = 8.077p to 10.5p

1% or 50,000 SME's = £100m to £142m = 10.77p to 15p
2% or 100,000 SME's = £201m to £284m = 21.54p to 30p
3% or 150,000 SME’s = £302m to £426m = 32.31p to 45p
4% or 200,000 SME’s = £403m to £568m = 43.08p to 60p
5% or 250,000 SME’s = £504m to £710m = 53.85p to 75p

7% or 350,000 SME's = £705m to £1000m = 75.39p to 107p

N.B.
5/10/2018, 13 min 12 sec:

"we won't be a business that is lmited by customer growth because we've got to add head count into the business...as a business, we can probably grow exponentially, 20, 30, 40 times bigger than what we are today, without having to add any heads into the business, and that is a key asset in terms of Merlin...growth is exponential."

[bobdown2] 03/5/2019 11:07

Shhh he might go into work...

[mam fach] 03/5/2019 11:04

Isn't Monday a Bank Holiday?

[bobdown2] 03/5/2019 11:04

A nice mixture of buying and selling providing the liquidity for a rising share price..

[smraynot] 03/5/2019 11:02

Wouls not want to be out for the weekend!! RNS Monday with an amazing update?

[parob] 03/5/2019 10:58

Another attempt at 0.4p coming. Are we going to go through today?Golden cross playing out well so far!

[warrenfingerfood] 03/5/2019 10:54

Sep800, This board is only Toople, I gave a reason for some selling Toople other than 10% profit and why I'm sticking with Toople. So where did you get your information about warrants then?

[78steve] 03/5/2019 10:53

This does look like it's started upward journey slowly rising up for a huge re-rate. dyor

[sep800] 03/5/2019 10:44

All those buys that shown as sells has now reflected the jump

[smraynot] 03/5/2019 10:42

Break out imminent. Would not want to be out for the weekend!! RNS Monday with amazing update?

[bobdown2] 03/5/2019 10:39

0.38 vs 0.40. They missed out 0.37...nice..

[sep800] 03/5/2019 10:28

ff2345
Am I right that the £3.5M contract has now started being received by Toople on a monthly basis ? If this is the case surely that's just over £1.13M per year turnover on this contract alone.
We then have all the sales figures from Sept 2018 to Date,
This will exceed your £1.2 M turnover expectations

[mam fach] 03/5/2019 10:24

Can't believe another opportunity to top up below .038p.
They really don't want this to move up.
GLA

[sep800] 03/5/2019 10:22

Lots of Buys showing as sells even the last 1.3M is a buy
MM's keen to keep a lid for large orders being filled, They won't be able to hold this much Longer. This is ready to pop north, Will we get an RNS with excellent news before Bank Holiday or will it be Tuesdays morning ?
Best have interims results at close of day today leaving the weekend for the markets to give max exposure for TOOPLE ready for Tuesday re-rate M/C

[queenwood] 03/5/2019 10:21

Warren ditto

[ff2345] 03/5/2019 10:19

Looking forward to the Interims, just wanted to repeat my expectations....

I am expecting turnover round the £1.2m figure, GP of 15% and a loss of £620k.

If we better that then I will be very happy, and the share price will react.

Less than £1.1m turnover could cause problems for the share price

[sep800] 03/5/2019 09:42

Lets keep this board for TOOPLE
You your in fo TERN are issuing warrants hence the mm's are pushing up the price up best keep investing in Toople

[12bn] 03/5/2019 09:37

In the medium/long term this will rise dramatically imo,it is just a matter of time.

[top tips] 03/5/2019 09:36

Buy Toople and make £ millions. Simple really.

[city chappy] 03/5/2019 09:28

Chestnuts said he had been told by Toopthey expect to sign up 1000k new customers this month, so it could be 2000+ per month by year end.

[warrenfingerfood] 03/5/2019 09:27

I bet some have sold some here to buy Tern, its on a roll at the moment something might be cooking. I've got my Toople Tern balance so staying put with each.

[bobdown2] 03/5/2019 09:18

Profit taking....not suprising really.....however...very shortism with the results next week and the growth that is not reflected in the share price yet.

[bobdown2] 03/5/2019 09:03

the main growth of the company is now...it is highly visible and it is growth that a larger company would be pleased with...say no more !!!!