Toople Share Discussion Threads

[silverspoon2009] 26/7/2022 06:56

0.05p coming today.

Could even overshoot, MM'rs had very little stock on offer towards close.

Expecting a very high volume day ahead.

[the_debt_collector] 26/7/2022 06:19

The market is starting to price in Toople as recovery play from a exceptionally low base of £1.5m.

The naysayers are probably running a short book, remember brokers & market makers are often naked short these minnows hoping to replenish via equity placement, why do you think AFVFN is full of bashers and negative trolls otherwise.

I suspect Toople stock could outperform, the last RNS clearly stated operational performance was improving.

In a nutshell £1.5m market cap is too low, TOOP equity is a buy therefore IMO.

DYOR etc

[leewink1] 26/7/2022 01:42

Nice finish . . .

[verulamium] 25/7/2022 23:37

Ah I get it, the down-thumber is just a bit dense and won't engage in debate.

[verulamium] 25/7/2022 23:11

Does the down-thumber think they don't need to pay off the debt, that they'll generate enough cash between now and Dec to pay it off or something else?

[verulamium] 25/7/2022 22:46

Dear oilplayerHow are they going to pay off the debt that's due at the end if this year? Calculating a P/E for next year using the current number of shares in issue just isn't an option

[m1sterx] 25/7/2022 21:47

Oilplayer2009

@Oilplayer2009
·
Jun 7

#TOOP (0.03p) improving margins - reduction in costs - increasing sales - reduction in bad debt - company could generate 1st profit in FY 2023 - conservative £500k is entirely possible

P/E of 12 would equate to £6m m/cap - based on 5b shares issued - 0.12p a share (now 0.03p)

Undervalued

[dodge_city] 25/7/2022 18:24

So good news has leaked.

[optomistic] 25/7/2022 17:38

Could well have been a director buy, if it is allowed at this time.

[iceagefarmer] 25/7/2022 17:19

quite abit of buying last hour.. one buy 34m

[tovehermansen] 25/7/2022 14:12

Taken from Linkedin
seems they are hiring sales staff


Greg Bryce
Chief Executive Officer at Toople PLC
3 weeks ago

As DMSL - The business telecoms experts and Toople.com continue to win a lot of new customers we are looking to expand our sales support team. Please apply directly to Izzy Mason or myself if you have the pre-requisite skills, attitude and aptitude. #business #sales #salessupport #communications # #telecoms #team #hiring #hiringnow
Izzy Mason

Izzy Mason
Senior Account Manager
3w • 3 weeks ago
Follow
I’m #hiring. Know anyone who might be interested?

#Hiring #Telecoms #SalesSupport #BT
DMSL - The business telecoms experts
Sales Support Executive
Job by DMSL - The business telecoms experts
Bishop’s Stortford, England, United Kingdom
View job

[gipps] 25/7/2022 10:00

I thought results are due anytime soon ?

[idriveajag] 25/7/2022 08:42

About time the new CEO Greg Bryce gave an interview.

[leewink1] 20/7/2022 16:13

Looks like people are simply finding it a good time to buy, why, who knows, I'm sure we'll find out.

[kenbos] 20/7/2022 14:55

What's going on ?

[verulamium] 18/7/2022 15:09

That investment case guff's been on their website for ages hasn't it?The interims don't need auditor sign-off (which they wouldn't get at the moment without concrete plans to cover the debt repayment at the end of Dec). There seems to be some other delay though. Probably huge dilution with the results, they can't delay it too much longer. Greg Bryce hasn't bought any yet (for a good reason) - that would be his chance. GLA.

[iceagefarmer] 15/7/2022 20:25

from toople website...sounds very promising

Investment Case
Business Model
Growth Drivers
Summary
Toople targets both the direct to customer (retail) and the wholesale markets, where white label services are offered on behalf of other companies.

The Group has relationships with well over 100 partners which actively sell the group’s services as a complement to the direct sales channels. These companies are given access to Toople’s proprietary software platform.

Services are immediately available to customers at an attractive price that is always fixed for the life of the contract. This fixed price offering is one of the Group’s unique selling points.

Toople PLC’s successful “Online First” business model is supported by direct digital marketing campaigns and a sales centre based in Durban, South Africa. The business uses multiple sales and marketing channels and a proprietary delivery platform, which ensures that customers receive instant quotes based on the most competitive prices available.

Reach across the UK small business and residential markets continues to grow rapidly, firmly positioning the business as the alternative telecommunications provider of choice in its target markets.

Business Model
Toople PLC’s digital marketing spend increases in line with its growth, and the goal is that in excess of one million business owners and decision makers in the UK see its propositions every month via direct digital marketing, the use of social media channels and internet search engines. Increases in customer numbers vindicate this. Customer conversion rates continue to improve driven by a dedicated sales and marketing resources in Durban, South Africa. DMSL also has sales and quality operations based in the same Durban site.

The combined group is now of larger scale, opening up opportunities to benefit from operational gearing and operating efficiencies.

A growing customer base results in a lower cost of acquisition per customer, and boosts Toople PLC’s future outlook, as operational automation further develops and more people continue to work from home, and average revenue per user improves.

Toople PLC is in a position to invest further in its digital marketing strategy to increase the rate of customer enquiries and correspondingly to improve conversion rates. Given that these customers are typically signing two year fixed contracts, the company can use this opportunity to accelerate its timeframe to cash generation and profitability.

Growth Drivers
Growth is being driven by a number of factors, not least a noticeable switch by UK SMEs to superfast fibre broadband, ahead of the eventual closure of existing legacy copper infrastructure in 2025.

As businesses are forced to review their existing telecoms services, many are seeking new solutions which provide enhanced quality at an affordable fixed price. SMEs are increasingly dissatisfied with a lack of price transparency, poor service offerings and poor customer service from the traditional tier one providers. Toople is taking advantage of these failings by its bigger competitors and is fast becoming a major disruptor in our segment of the market.

This trend is coupled with a seismic shift in UK working practices, whereby more and more workers are either electing or being asked to work from home, driving more reliance on home based telecoms, IT and broadband solutions.

Toople PLC’s operating brands have experienced substantial growth since inception, in terms of both customer numbers and revenue generated by those customers. Products are flexible and carrier agnostic. This, coupled with excellent customer support, has resulted in impressive new customer acquisition numbers over time.

Summary
Toople PLC aims to become the telecoms supplier of choice for its target markets in the UK, by delivering instant, easy, communication solutions with a transparent pricing model. This will mean further investment in direct digital marketing to drive customer and profit growth, as well as visibility and predictability of revenues over the medium and longer term.

Following the acquisition of DMSL, the combined group is now of larger scale, opening up opportunities to benefit from operational gearing and operating efficiencies. DMSL is also cash generative, accelerating Toople PLC’s timeline to achieve profitability and positive cash generation.

Toople PLC will continue to grow by adding new customers, selling add-ins to existing customers and exploring synergistic acquisition opportunities.

The company is operating in a large and growing target market with a rapidly increasing customer base and clear demand for its products and services.

Our strategy is delivering an increasingly predictable recurring revenue stream and with an experienced and proven management team in place, capable of scaling the company both organically and via acquisitions, we believe the future for Toople PLC is very positive.

[iceagefarmer] 15/7/2022 20:24

i can see toople being at least a 10 bagger.. which only values it around £13m

[iceagefarmer] 15/7/2022 20:20

read this guys..from the toople website

Investment Case
Business Model
Growth Drivers
Summary
Toople targets both the direct to customer (retail) and the wholesale markets, where white label services are offered on behalf of other companies.

The Group has relationships with well over 100 partners which actively sell the group’s services as a complement to the direct sales channels. These companies are given access to Toople’s proprietary software platform.

Services are immediately available to customers at an attractive price that is always fixed for the life of the contract. This fixed price offering is one of the Group’s unique selling points.

Toople PLC’s successful “Online First” business model is supported by direct digital marketing campaigns and a sales centre based in Durban, South Africa. The business uses multiple sales and marketing channels and a proprietary delivery platform, which ensures that customers receive instant quotes based on the most competitive prices available.

Reach across the UK small business and residential markets continues to grow rapidly, firmly positioning the business as the alternative telecommunications provider of choice in its target markets.

Business Model
Toople PLC’s digital marketing spend increases in line with its growth, and the goal is that in excess of one million business owners and decision makers in the UK see its propositions every month via direct digital marketing, the use of social media channels and internet search engines. Increases in customer numbers vindicate this. Customer conversion rates continue to improve driven by a dedicated sales and marketing resources in Durban, South Africa. DMSL also has sales and quality operations based in the same Durban site.

The combined group is now of larger scale, opening up opportunities to benefit from operational gearing and operating efficiencies.

A growing customer base results in a lower cost of acquisition per customer, and boosts Toople PLC’s future outlook, as operational automation further develops and more people continue to work from home, and average revenue per user improves.

Toople PLC is in a position to invest further in its digital marketing strategy to increase the rate of customer enquiries and correspondingly to improve conversion rates. Given that these customers are typically signing two year fixed contracts, the company can use this opportunity to accelerate its timeframe to cash generation and profitability.

Growth Drivers
Growth is being driven by a number of factors, not least a noticeable switch by UK SMEs to superfast fibre broadband, ahead of the eventual closure of existing legacy copper infrastructure in 2025.

As businesses are forced to review their existing telecoms services, many are seeking new solutions which provide enhanced quality at an affordable fixed price. SMEs are increasingly dissatisfied with a lack of price transparency, poor service offerings and poor customer service from the traditional tier one providers. Toople is taking advantage of these failings by its bigger competitors and is fast becoming a major disruptor in our segment of the market.

This trend is coupled with a seismic shift in UK working practices, whereby more and more workers are either electing or being asked to work from home, driving more reliance on home based telecoms, IT and broadband solutions.

Toople PLC’s operating brands have experienced substantial growth since inception, in terms of both customer numbers and revenue generated by those customers. Products are flexible and carrier agnostic. This, coupled with excellent customer support, has resulted in impressive new customer acquisition numbers over time.

Summary
Toople PLC aims to become the telecoms supplier of choice for its target markets in the UK, by delivering instant, easy, communication solutions with a transparent pricing model. This will mean further investment in direct digital marketing to drive customer and profit growth, as well as visibility and predictability of revenues over the medium and longer term.

Following the acquisition of DMSL, the combined group is now of larger scale, opening up opportunities to benefit from operational gearing and operating efficiencies. DMSL is also cash generative, accelerating Toople PLC’s timeline to achieve profitability and positive cash generation.

Toople PLC will continue to grow by adding new customers, selling add-ins to existing customers and exploring synergistic acquisition opportunities.

The company is operating in a large and growing target market with a rapidly increasing customer base and clear demand for its products and services.

Our strategy is delivering an increasingly predictable recurring revenue stream and with an experienced and proven management team in place, capable of scaling the company both organically and via acquisitions, we believe the future for Toople PLC is very positive.

[leewink1] 15/7/2022 13:07

Move on then

[tell sid] 15/7/2022 12:58

Toople's fixed price telecoms services could be exactly what the SME market needs at a time when other business costs are rising. Could get very interesting.

[dillydally2] 15/7/2022 12:44

No new deals

[dillydally2] 15/7/2022 12:44

Pumpers hoping for results but new ceo is obviously useless

[optomistic] 15/7/2022 12:33

No notification of results released as yet.
Buying could be on potential news release (hopefully) :-))

[apache_dropout] 15/7/2022 12:23

Where's the results.