Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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JammyC, when you say Legals/PS require LoopUp for quality, that's exactly the market they grew YoY pre covid. Now its's not relevant, they have told through results since that their traditional PS market has waned (presumably flipping to use other platforms offering UC/video). Also unique pre-covid, LoopUp were serving the PS market with audio, while competitors were turning it off... their new customers were low hanging fruit. So audio alone, which they banked on, was never going to be a sustainable business model. I expect Loop understood the demise of audio, but Covid accelerated the decline faster than they could react.
The difference now, Loop are trying to attract a market among a sea of competitors. The big test, do customers value Loops regulation?
Thordon argues Loops customer base will value regulation because it brings high bandwidth and it's secure... PSTN does not add higher bandwidth or security. A regulated phone service removes control where the PSTN has to route through another operator, it's regulated in part to manage the security and quality, but in truth, it's policing fraud for example re-filing (least cost routing through cheaper networks, often illegally). Terminating calls on IP vs on/off ramping to PSTN, is phenomenally more secure and offers higher bandwidth. IP (excluding PSTN) for the operator and enterprise enables end to end control and for the end user higher fidelity calls.
For certain world over administrations are still figuring out how they regulate VoIP, one clear part is where VoIP passes over to PSTN and it is this declining necessity (just like audio conferencing pre covid) where Loops regulation could offer a service to the many Teams providers.
The Loop opportunity should not be competing to sell teams direct, that's frankly a commodity with few barriers. Loops special sauce is indeed being regulated, and it's a winning strategy, providing they are successful at selling their service to
a few significant teams providers, or many smaller providers.
All countries that have telephone infrastructure are licenced to operator's this covers legacy PSTN & ISDN these are being replace with VoIP based phone service.
This is where Loopup have a niche market with 67 countries with operating licence , the regulation is based on using these networks to communicated on a high bandwidth and secure.
The security is the direct link between each country which has good quality voice and known source of fixed link.
Loopup have a further of over 20 countries but via a partner similar to Loopup.
Now the question was raised i can get this free , this is true except this would be on a lower bandwidth and may go to multiple links thought the world and countries not deemed safe.
Now Teams have no Licence in these countries and why they need Looup as a partner
Thanks jammy. They have got 171 employees just on linked in and going through a few profiles There are some extremely decent clever Employees working for the company. Also still trying to fill eight new places . However they haven’t managed to get a new CFO yet! it’s already been discussed the infrastructure is in place to do really well but the communication to shareholders is terrible.
I don't know Stew. I think they have a product that has value to professional services companies. If they are to achieve their global ambitions then it would surely be an attractive niche. Customers would be sticky and would pay a premium if the system was proved to be dependable. The problem is have with Loop is the management and their performance to date. The lack of communication and the lack of detail contained within that communication. The impression I get is that the only time they want the converse with shareholders is when they want more money to keep them in the lifestyles they are currently enjoying. These are big red flags to me and as someone else pointed out, it doesn't matter how cheap it looks a total loss is still a total loss. I'm not saying it will be, and I'm here as I can see some possible value, it's would just a huge gamble now due to reasons I've pointed out. There's also many quality companies that have suffered reduced valuations due to the conditions which makes it even less attractive.
I'm interested to in Thordon's comments; "Its regulation that keeps Loopup in the game with Teams , if your a global player or Legal then you need Loopup".
Why is regulation keeping Loopup in the game?
Jammy so you think there is hope then despite the share price cratering ?
Also just thinking about the guidance comment the board don’t have to update on a materially lower guidance until the quarterly update do they ? That’s why quarterly updates can have lower guidance ! Someone has been selling heavily into any liquidity all the time like they did at 80p 70p and 60p etc
As a bear this may carry more weight. Legals require Loop as they need secure, dependable and crystal clear communication. Lags and stutter that may be permissible in other businesses areas need to be excluded in the Professional Services as understanding is critical, whether that be with a client or between the team. This is especially important when team members are working from home. RBGP use Loop and have spoken highly of it in the past, which is what put Loop on my radar. This IMO is Loop's niche. It's just a shame, again IMO, the management are out their depth and do not respect share holders. Another is that we don't really know their margins as communications are ambiguous at best.
@Thordon, can you clarify?
"It's regulation that keeps Loopup in the game with Teams" So compared to the next competitor, what's Loops 'regulation' advantage?
"If your [sic] a global player or Legal then you need Loopup." Why legal? what are Loop offering legal, that a competitor is not?
Its regulation that keeps Loopup in the game with Teams , if your a global player or Legal then you need Loopup.
There's not many that can compete with Loopup strategy , there are solo to there country's ( europe ; USA )but not global.
Why is expensive to set up , this is where Loopup fits the bill in cloud space.
Now the only problem Bod are poor communicators and see results at the end and not fair warning prior which trashed the share price and investors are spooked.
Anyway i hope that there's positive if not then dropped in garbage trash.
A reminder how to invest in the future.
Microsoft Teams training tip #1
?? Making calls takes a few seconds directly from your Teams interface. Learn how to make calls here in video 1 of our Teams training series.
https://lnkd.in/ePw7SUY8
Keen to brush up on your skills or train your team? Visit www.loopup.com/learn for more short tutorials.