Toople Share Discussion Threads

[2mex] 14/5/2019 21:54

Cheers Parob

[lukehold] 14/5/2019 21:53

They will need to ramp up the hiring at that rate https://www.indeed.co.uk/m/viewjob?jk=5ddc8072a2035797&from=serp&prevUrl=https%3A%2F%2Fwww.indeed.co.uk%2Fm%2Fjobs%3FsameL%3D1%26q%3DToople%26l%3D%26from%3DsearchOnSerp

[parob] 14/5/2019 21:43

You are an absolute star 2mex. Please tick this post up if you appreciate all the research 2mex has done for this board! Look in the header...

[2mex] 14/5/2019 21:30

Also, chestnuts placed an order on 1st May and I also placed an order on 1st May.

My order was about 2.5 hours later. My order number was 23 after his.

I projected that forward as 1,500 orders for May. I prefer to be more conservative and reduce by 20% so that points to 1,200 orders for month. It certainly looks like fast growth and a smash through the 1000 monthly order target.

[2mex] 14/5/2019 21:21

Parob, these estimates are based on available references:

Deriving customer base size - updated with April 1000+ order month

16 November 2017 "Customer base now exceeds 1300 customers" (Retail)

Reference:

So at FY17 retail customer base would have been approximately 1200 customers
_____________________________________________________________________________

17 December 2018 "Our small business customers base grew by over 100%" (Retail)

So at FY18 retail customer base would have been approximately 2500 customers

Reference:

NOTE: wholesale/retail volume ratio can be estimated from (1)known retail margin (2)7% wholesale margin (3)overall gross margin

It equates to ~ wholesale/retail ratio 60/40
_____________________________________________________________________________

based on April 2019 having 1000+ orders (with 20% being from existing customers) I have applied customer numbers to Jan/Feb/Mar

Oct18 * £250K+ revenue added over 24months - record month - reported 420+ customers added, reported 500+ orders
Nov18 * £250K+ revenue added over 24months - surpassed Oct18 - reported 450+ customers added
Dec18 * 300% of Dec17 (RUN RATE FOR FIRST 18 DAYS WAS STRONGER THAN NOV18 RATE) (estimated 400)
Jan19 * 242% over Jan18 - reported new record number of customer contracts (estimated 700 customers)
Feb19 * 243% over Feb18 (estimated 700 customers)
Mar19 * reported New Record Month (estimated 750 customers)

6 months of strong growth may have added approx. 3400 customers (retail)

If wholesale/retail ratio is better balanced (as was the aim), I will say 55/45.

So, retail customer base would now be 5900 and wholesale 7200

The combined customer base at end of 19H1 would be 13,100
_____________________________________________________________________________

Projecting to FY19

A repeat of previous 6 months' growth would increase the retail base to 9300 customers with combined customer base of 20,600 at FY19

This does not take into account the £3.5 million contract or effect of the new partners continuously being added "under-the-radar".

FY19 will start to show this impact.

[parob] 14/5/2019 21:11

This stock is still very much under the radar! Not one post on twitter or the lse bulletin board today. Hopefully the interims will bring it into the spotlight!!

2mex, jungmana, top tips, Ff2345 & Azuli, can you remind me of your estimates for SME customers numbers by the end of March 2019 and FY19 please?

[parob] 14/5/2019 19:09

On the last 2 occasions I saw the golden cross, the share price subsequently rocketed in short order: TERN (just before the meteoritic rise from 2p to 50p+) and OPTI (last July/August - 65p to 130p+). We just need the interims to confirm the step change in progress over the last year or so and we will be away. The chart is absolutely primed.

[jungmana] 14/5/2019 18:57

Nice one 2mex. Let's get a stunning interims tomorrow and will fly to 1p.

[2mex] 14/5/2019 18:23

..and there is the 50 SMA / 200 SMA Golden Cross confirmed today with both lines climbing during the cross.

[smraynot] 14/5/2019 16:25

Last chance to get in at these levels 😀

[78steve] 14/5/2019 15:58

Zilch available on the buy side ;)

[ny boy] 14/5/2019 15:56

Word is results out tomorrow, looking forward to it, stay patient.

[parob] 14/5/2019 15:55

Looks ready to pop should the interims be good.

[parob] 14/5/2019 15:54

Amazing strength in the share price.

[azuli] 14/5/2019 15:53

Back to blue, buys flowing steadily.

[ragnarr] 14/5/2019 15:11

forgive me if this has already been posted.

[tell sid] 14/5/2019 13:39

Feels lioke its going to blow.

[azuli] 14/5/2019 13:32

Just a reminder that prior to the major contract win RNS last August that caused the 300%+ rise in one day, the trading in TOOP shares the day before amounted to the princely sum of about £1,800 in value, so they certainly seem to run a tight ship compared to some other companies where news clearly leaks in advance and shares shoot up on high volume ahead of news. Obviously recent gains have been in expectation of the interims and guidance on numbers/progress contained within, but another significant contract win could also appear out of the blue. Just another of the reasons i'm happy to be a holder here. GLA.

[ragnarr] 14/5/2019 13:22

Bobdown - we shall see but very comfortable with decision:-)

[bobdown2] 14/5/2019 13:18

Ragnaar .. You do not take any prisoners... You deserve success...

[silver tortoise] 14/5/2019 13:18

EDL don't make me laugh,got out of that dog 2 years ago.Promises,promises,dilution,promises promises.Ok it's gone up a lot today but it won't last.

[ff2345] 14/5/2019 13:15

Welcome ragnaar.... I think you have made a very shrewd investment.

[bobdown2] 14/5/2019 13:15

Allways best to dyor....the header is really excellent and a tribute to 2mex. There are links to all the relevant information.

[ragnarr] 14/5/2019 13:13

just took another 1m