Toople Share Discussion Threads

[2mex] 19/6/2019 18:31

There will be a step change increase in orders from June/July 2019. This is expected because it has been stated that there will be an acceleration in business through enhanced digital marketing.

Toople are quietly getting on with things...but I agree it would be good to see an RNS. However it is the June/July numbers were the focus should be.

[2mex] 19/6/2019 18:26

Well said Bob. Toople are quietly getting on with gaining record monthly orders. We know that.

This is where Toople are with the info we have been given:

NOTE: these figures are just for the Retail side

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 customers added)
Jan19 * 242% over Jan18 - reported new record number of customer contracts (estimated 500 customers added)
Feb19 * 243% over Feb18 (estimated 500 customers added)
Mar19 * reported New Record Month (estimated 550 customers added)
Apr19 * reported New Record Month (reported 600+ customers added and 900+ orders)


On 22nd May, I placed an add-on order exactly 3 weeks after my May 1st order.

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

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

The number of orders 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.

[realcooltrader] 19/6/2019 18:06

However, formal confirmation of what we suspect would stop this slow day on day slide. I wonder why TOOP has seemingly stopped advising monthly numbers.

[paulthomas103] 19/6/2019 18:01

Every dip is an opportunity Bob as this will come good. Record revenues month after month will continue and the price will make the last rise look small.

[bobdown2] 19/6/2019 17:36

If record business is still being signed as the trust pilot review increases and 2mexs feedback are pointing too then an update is appropriate. An increase in positive volume could clear the malaise created by the fund raise so close to the interims. I am very surprised at the drop down near to the 0.30 fund raise..With the last raise being 0.35... the share price could have been double what it is now without the latest placing....good news and an end to this silly b.ggers selling and we will move up sharply..

[fatnacker] 19/6/2019 07:52

Same poster, same whinge, yawn.

[tewkesbury] 19/6/2019 07:49

Most negative reviews have turned out to be unverified fakes and get taken down. It goes with the territory.

[2mex] 19/6/2019 07:29

I got an email from Toople with first invoice. To make sure my direct debit was set up I rang main number on website. It took a while for them to pick up.

Got through and they explained that invoices go out on 15th and DDs are collected 22nd/23rd. I said it took a while to get through, were they busy? They said that I had come through to sales and they were really busy. The 'really' was stressed.

I found, as always have, that the people taking the calls have been very polite and helpful.

It is human nature to complain. When people are happy they tend not to bother with feedback. When they have a complaint they tend to go out of their way to air it. It's human nature.

The fact that 20% of orders are from existing customers is concrete evidence of positive feedback.

[ff2345] 19/6/2019 06:02

I wonder why AH is allowing his customer service to deteriorate? We have had a recent run of very poor reviews, which seems very odd as this was supposed to be their competitive advantage and formed a central plank of their message to potential investors.

Such poor reviews have to impact their ability to attract new customers.

So what are they letting it go downhill?

[lukehold] 18/6/2019 18:43

Thanks 2Mex, that's significant

[2mex] 16/6/2019 15:27

Lukehold, for wholesale the contract margins are now a minimum of 10%.

[lukehold] 16/6/2019 14:57

https://ui.awin.com/merchant-profile/7538 ah found the commission figures here

[lukehold] 16/6/2019 14:44

Has there been any details of the margins on partners sales? That would be a significant increase on turnover but how would it affect the bottom line?

[2mex] 14/6/2019 18:48

Toople has been adding new partners into the business
- but not releasing news because it is incremental addition

Andy H, CEO "...I can see that in the last 60 days there are something like 18 or 19 wholesalers that have signed up to connect into Merlin to take white label..." VOX report 09 November 2018

That's averaging 9 new partners each month and they have been adding "under the radar" for 7 months - POTENTIALLY 60+ NEW PARTNERS SIGNED UP!

Projecting forward over 12 months that is potentially 100+ partners added each year.

With conservative figures of 3 rgu's per week from each partner, over 1 year 100 partners would generate an extra £5million revenue p.a. and Toople will continue to expand the partner base.
Example based on broadband contract @£28pm = £336p.a. --> 3 x 100(partners) x 50weeks x £336 = £5.04 million p.a.

Andy Hollingworth 25Sep2018: "expected to provide a significant positive impact on both wholesale orders and revenues." 9 Partners signed
Richard Horsman 17Dec2018: "We expect this channel to achieve continued growth"
Richard Horsman 22Mar2019: "Another growth driver for us is our partnership agreements" AGM statement 22 March 2019
Richard Horsman 15May2019: "We are now focused on signing new partnership agreements that deliver gross margin improvements" 19H1 Interim Results

[bibs] 14/6/2019 16:13

Yep, a bit of life kicking back in and TR1 investors increasing holdings too.
Looking strong in to year end and beyond.
All good stuff IMO.

[cookie dough] 14/6/2019 15:19

Nice little rise so far...

[queenwood] 14/6/2019 12:33

It’s had the desired effect and correct azuli

[12bn] 14/6/2019 12:21

I agree with Azuli.

[12bn] 14/6/2019 12:19

RNS Number : 3346C

Toople PLC

14 June 2019

TR-1: Standard form for notification of major holdings


NOTIFICATION OF MAJOR HOLDINGS (to be sent to the relevant issuer and
to the FCA in Microsoft Word format if possible)(i)

1a. Identity of the issuer or the Toople PLC
underlying issuer of existing shares
to which voting rights are attached(ii)
:
--------------------------------------------
1b. Please indicate if the issuer is a non-UK issuer (please mark with
an "X" if appropriate)
Non-UK issuer
----
2. Reason for the notification (please mark the appropriate box or boxes
with an "X")
An acquisition or disposal of voting rights x
----
An acquisition or disposal of financial instruments
----
An event changing the breakdown of voting rights
----
Other (please specify)(iii) :
----
3. Details of person subject to the notification obligation(iv)
Name Andrew Birrell
City and country of registered office
(if applicable)
4. Full name of shareholder(s) (if different from 3.)(v)
Name
--------------------------------------------
City and country of registered office
(if applicable)
--------------------------------------------
5. Date on which the threshold was 28 May 2019
crossed or reached(vi) :
--------------------------------------------
6. Date on which issuer notified (DD/MM/YYYY): 14 June 2019
--------------------------------------------
7. Total positions of person(s) subject to the notification obligation
% of voting % of voting rights Total of both Total number
rights attached through financial in % (8.A + of voting rights
to shares (total instruments 8.B) of issuer(vii)
of 8. A) (total of 8.B
1 + 8.B 2)
------------------ --------------------- -------------- --------------------
Resulting situation
on the date
on which threshold
was crossed
or reached 2.85% 2.85% 1143589455
------------------ --------------------- -------------- --------------------
Position of
previous notification
(if
applicable) 3.14% 3.14%
------------------ --------------------- -------------- --------------------



8. Notified details of the resulting situation on the date on which the
threshold was crossed or reached(viii)
A: Voting rights attached to shares
Class/type of Number of voting rights(ix) % of voting rights
shares
ISIN code (if
possible)
Direct Indirect Direct Indirect
(Art 9 of Directive (Art 10 of Directive (Art 9 of Directive (Art 10 of Directive
2004/109/EC) 2004/109/EC) 2004/109/EC) (DTR5.1) 2004/109/EC)
(DTR5.1) (DTR5.2.1) (DTR5.2.1)
-----------------------------
325548170 2.85%
------------------------ ----------------------------- ------------------------- ---------------------


SUBTOTAL 8. A 32548170 2.85%
------------------------------------------------------- ------------------------------------------------

B 1: Financial Instruments according to Art. 13(1)(a) of Directive 2004/109/EC
(DTR5.3.1.1 (a))
Type of Expiration Exercise/ Number of voting % of voting
financial date(x) Conversion Period(xi) rights that may rights
instrument be acquired if
the instrument
is
exercised/converted.
----------- ----------------------------------- -------------------------------- ---------------------



SUBTOTAL 8. B 1
----------------------------------- -------------------------------- ---------------------

B 2: Financial Instruments with similar economic effect according to
Art. 13(1)(b) of Directive 2004/109/EC (DTR5.3.1.1 (b))
Type of Expiration Exercise/ Physical or Number of % of voting
financial date(x) Conversion cash voting rights rights
instrument Period (xi) settlement(xii)
---------------- ---------------------- ----------------------- --------------------



SUBTOTAL 8.B.2
----------------------- --------------------




9. Information in relation to the person subject to the notification
obligation (please mark the
applicable box with an "X")
Person subject to the notification obligation is not controlled x
by any natural person or legal entity and does not control any other
undertaking(s) holding directly or indirectly an interest in the
(underlying) issuer(xiii)
Full chain of controlled undertakings through which the voting rights
and/or the
financial instruments are effectively held starting with the ultimate
controlling natural person or legal entity(xiv) (please add additional
rows as necessary)
Name(xv) % of voting rights % of voting rights Total of both if
if it equals or through financial it equals or is
is higher than the instruments if it higher than the
notifiable threshold equals or is higher notifiable threshold
than the notifiable
threshold
---------------------- --------------------- ------------------------






10. In case of proxy voting, please identify:
Name of the proxy holder
-----------------------------------------------
The number and % of voting rights
held
-----------------------------------------------
The date until which the voting rights
will be held
-----------------------------------------------

11. Additional information(xvi)




Place of completion Skipton
Date of completion 14 June 2019
-------------

This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact [e-mail] or visit www.rns.com.

END

[azuli] 14/6/2019 12:18

RNS is just a percentage holding change following the last placing.

[queenwood] 14/6/2019 12:13

Rns someone’s buying

[hairballradical] 14/6/2019 12:00

1066K at 11:58 was a buy and not a sell as reported

[12bn] 14/6/2019 11:28

Looking strong today.

[bobdown2] 14/6/2019 11:16

Whoops...that rise was a bit obvious..