Toople Share Discussion Threads

[bobdown2] 13/5/2019 08:30

48 vs 52....spread widened...not so good...

[bobdown2] 13/5/2019 08:28

Up again. I went away to check something else...great guns this morning...

[bobdown2] 13/5/2019 08:23

0.48 vs 0.50. Great start...

[ny boy] 13/5/2019 08:21

Gap to fill on the results to 0.9p

[bobdown2] 13/5/2019 08:18

0.47 vs 0.49p today is making up for the dropping of the price ob Friday to fill those buys...

[jungmana] 13/5/2019 08:17

Uswitch are bringing in lots of customers to TOOP imo.Right now this is worth 2p+ with the level of business

[bobdown2] 13/5/2019 08:13

As I posted....just happened... Spread widened to 0.49 and some trades are close to the offer....one is a 1m buy....

[bobdown2] 13/5/2019 08:12

Volume is light.. But we are 0.47 on the offer...the spread could widen upwards on a few more buys. The seven million late trades Friday might mean there is not much stock about at the moment...

[bobdown2] 13/5/2019 08:05

A nice start to today.. The after the close buys Friday and an early buy here already...we are 0.01 up...for some that is allot!!!!

[jungmana] 13/5/2019 07:47

Big orders filled in on Friday with results due any day this week. Another good contract could land any time too and the monthly customer additions keep growing.Onwards and upwards

[bobdown2] 13/5/2019 07:40

Great research from the weekend still showing....the interims could be released at any time now. Then there will be a six month gap to the finals with updates or corporate action Rns.s inbetween ... A good Rns now could cause a rerate, so it's time to pay attention. Fingers crossed...

[cookie dough] 12/5/2019 21:30

Similar exposure on compare the market. Look slightly more prominent in fact. Just shows that they are genuinely head to head with BT, Plusnet and TalkTalk in terms of grabbing new business.

[realcooltrader] 12/5/2019 20:59

Excellent research yet again guys. Good luck for tomorrow ( if indeed the interims should raise their early May heads then).

[2mex] 12/5/2019 20:30

Thanks Cookie, I tried that link: Toople appeared in 5th and 8th place! Great stuff...

[cookie dough] 12/5/2019 19:56

Great spot regarding Uswitch. 2 of Toople's business broadband deals showing in the top 8 or so deals on the Uswitch website. Sitting alongside BT, Plusnet and Taktalk deals.Not sure if this link will work but try...htTps://www.uswitch.com/broadband/compare/business_broadband/

[smraynot] 12/5/2019 19:52

Countdown to RNS

[bobdown2] 12/5/2019 18:23

growth should be at its best at these levels so that the five year expectations are fulfilled.. Fingers crossed for next week..

[2mex] 12/5/2019 18:08

Bob, also they used the term significant in context with that contract.

.. the others have also been referred to as expected significant / material impact...which really indicates that the potential is enormous.

[bobdown2] 12/5/2019 17:16

11th April Rns. Toople has continued to make significant operational and financial progress...2mex....you have not just found it before it is announced in the interims...all the different elements are in your last posts..nice

[2mex] 12/5/2019 17:01

The other thing is, Toople had access to the switcher's sales team to train them.

[2mex] 12/5/2019 16:54

For the 35,000 SMEs: consider that each was previously signed up elsewhere on a 2 year contract.

So, statistically 25% (8750) of them would have become available to move during 19H1.

It is possible that USwitch is providing Toople with 250 customers per month, which over 6 months is 1,500.

Based on the available 8750, USwitch would be converting 17% to Toople. Impressive.

Many of those that didn't yet convert will probably roll along with their existing contract - they are still potential customers.

[2mex] 12/5/2019 16:44

"..This is a great contract win for Toople, as we look to significantly expand our footprint among small to medium sized businesses across the UK. It gives Toople access to over 35,000 UK SMEs, who currently receive smarter financial choices for water, gas and electricity and are increasingly looking for connectivity services and managed telecoms solutions. This is a requirement that Toople can fulfil."

Note at the end of the RNS, Andy Hollingworth adds:
"Accelerating growth of hosted telephony services is a key focus of the Company due to its attractive margins.."

[2mex] 12/5/2019 16:05

..and that probably means higher margins!