Toople Share Discussion Threads

[queenwood] 24/5/2019 11:38

In your opinion investrip

[bobdown2] 24/5/2019 10:02

Look at the other contract for guidance...roughly..because you really do need to read the Rns statements. 270k expected over two years. 250k recieved in twelve months. It is tucked away in the financial results at the back of the interims. That too had the word minimum applied. The 3.5m contract as over a three year period and we are nine months into that and no one has added anything into the price yet. So that is 3.5m over 27months now and it's 3.5m if it increases like the other contract then it is a five million amount....I'm off out...ask someone else or have a read.

[bobdown2] 24/5/2019 09:40

Example...remember the old endowment mortgage... You paid the broker upfront money and there was a gap before your yearly payments had accrued a large enough value to add extra payments to the policy...and then there was the final sum. Toople...upfront payments...costs to be absorbed before the monthly payments start to add value at a later date. However toople is on steroids !. Record amounts of business signed from October are changing too direct debits. Incremental revenues are excellerating. And the larger contracts that are kicking in....there is about 4 millions pounds worth comming through NOW. The ceo says targets are being met but has changed his stance and you have to go back to the placing Rns to read what is expected of the money...

[chestnuts] 24/5/2019 09:39

Benjamin

Uswitch wont do it for nothing its probably done on percentage of each order they get but i like the exposure toople are getting being on Uswitch all toople need now in my books is more exposure which will give them market recognition , As i posted the other day Andy needs to take up ballooning like Branson did for Virgin. It was probably the best exposure Branson did for Virgin and probably the cheapest advertising ever.

[bobdown2] 24/5/2019 09:18

In the Rns statement....one company provides 10% of the revenue at the moment. We believe it to be the South East utility contract. It already has the revenue after one year when two were expected .. 270k. The 3.5m contract is now kicking in as well as some of the months of record business direct debit revenues appearing. The word dread is a tad alarming when only looking at one aspect....and so...I dread to think how much revenues are appearing. They are lagging behind the digital marketing but are now kicking in. The 3.5m contract is massive compared to the market cap and I dread to think how it is going to proportionally reduce the digital spend...always best to read the Rns statements.

[top tips] 24/5/2019 08:14

They could have 1000+ new orders this month.

[top tips] 24/5/2019 08:14

And total monthly orders from new customers are running 50% higher than new monthly sign-ups: 900+ orders for April.

[top tips] 24/5/2019 08:06

mr.oz, Toop have been issuing tegular confirmation of growth. Monthly sign-up rates for new customers doubled in the last 6 or 7 months to over 600 in April 2019, and revenues are compounding.

[chestnuts] 23/5/2019 22:07

I think as time goes by and more people get to know about toople the snow ball will get bigger , i have told all my friends and i know of one of them who have taken up toople and the others their contracts are up for renewal in the next 3 months and i am sure people do talk about bad service bad connection and so on.

[mr.oz] 23/5/2019 21:56

They need regular confirmation of growth.
Nothing wrong with that if there's nothing to hide

[chestnuts] 23/5/2019 19:25

2mex

Thats brill just think by end of yr they should hit your 19000

[2mex] 23/5/2019 19:07

chestnuts
22 May '19 - 16:58 - 2765 of 2769
0 12 0
Just spoken to Toop and they are on track to beat Aprils 900 so sounds like all going to plan. May Will be another record month


I placed an add-on order yesterday. Exactly 3 weeks after my May 1st order.

Just received confirmation email with order number. I subtracted my other order number from it.

Then I removed 2 days for the bank holidays...so 21 working days.

The order total for May should come in at around 920 - 950.

As an average, there are 21.74 working days in a month. So, Toople are currently averaging 950 to 980 orders per month.

Our undercover detective, chestnuts, has provided sound information. Toople are indeed continuing to grow their monthly orders.

[azuli] 23/5/2019 00:53

JW hasn't featured TOOP on his youtube channel since the interims but here's AH discussing the results with him on Vox Markets last week. Starts at 13mins in, or 24mins 42s if the video counts down backwards as it did for me:

[investrip] 22/5/2019 23:34

How can you draw comparisons to Kcom?

Kcom, Had full infrastructure control in Hull, there was no openreach network, therefore everyone in Hull had to use them.

You trying to compare a company that owns a network and everything that goes with it, to a company that... re sells the services of the likes of Talktalk.

That doesnt work...

[chestnuts] 22/5/2019 21:56

Another way of working out valulations is using kcom as a valution

£504m + £120m = £624m divided by the number of customers 250k

= £2.496m per 1000 customers so you could say April added £2,2469m with there 900 customers and hopefully May will add £2,496m this month when will the market rerate toops share price

[cookie dough] 22/5/2019 17:32

Good work Chestnuts! Sales growth appears to be relentless at the moment.

[chestnuts] 22/5/2019 16:58

Just spoken to Toop and they are on track to beat Aprils 900 so sounds like all going to plan. May Will be another record month

[bobdown2] 22/5/2019 12:34

Blue now with some genuine interest returning. These levels are still not far of the placing price and considering there have been two sets of results inbetween both showing growth of over a 100% then it is not ramping to say at these levels it is still cheap.

[azuli] 22/5/2019 11:39

Few more buys trickling through now, lets see if it bounces from the support line.