Member Info for BigBoo2

Interesting. Looking to see how many opt for PAYG/ deferrals + holidays. Suspect it will be many. However most companies will start to realise that short term breathing space just defers the inevitable. Biggest issue is that HMRC are the biggest winding up petitioners and stat demanders - government will likely remain cautious to aggressively demand from a political perspective. Interesting uses of CVAs at the minute, general (non-landlord) creditors voting to reduce the LL's debt, e.g. virgin gyms. Mind you, that is of much less relevance to the owner-managed type businesses that are Manolete's bread and butter. Just waiting for the starting gun to fire here

It was in the 170s before the shorters opened their positions - can we deduct that the SP's only in its current territory because of their activity? Or is that oversimplified?

Allow me my little rant. if my company was worth so substantially less almost 5 years from listing, I dread to think how I would feel. shambles. I do know that I would be doing all that I could to fix it - but are these guys? I want more numbers...

That trading update was LAST YEAR's numbers and there is no update on the here and now. Are they doing all that they can? Because it's the success of the here and now that will determine it all. Last RNS:

"- New customer wins: 3 with minimum Total Contract Value (“TCV”) of £620,000, plus
notification of a further RFP win although not yet formally contracted

? Proofs of Concept: 6 now live with customers (in addition to the above wins)"

And over 6 weeks later, not a squeak - so there's definitely 600k added to the bottom line, but nowt else confirmed.. christ.

The importance of the following has really been missed: "New Customer CAC Ratio (the fully-loaded cost to acquire £1 of new ARR): improvement to £0.84 (FY2019: £1.38; 2020 SaaS benchmark2 of £1.63)."
^ That's actually really, really impressive and I posted on the importance of that ratio for this business recently. However, THERE IS NO POINT SHOUTING ABOUT YOUR CAC IF YOU DON'T ACQUIRE SIGNIFICANT NEW BUSINESS! And these guys know it - it's why they're quiet.
[btw the reason it is so fundamental is because, whilst it doesn't look spectacular, it's gonna recur for years - substantial contract wins at that CAC ratio = ££££££££££££££££££]

Bit of a perfect storm, with the US interest rate fear weighing on markets this week.

Shorting pressure taking advantage of rife doubt causing capitulation.

I wish the SP was spaced out, then we'd be closer to the moon than the earth's inner core.
Perhaps you are asking the right question [as usual] but at the wrong people, bigsmoke, and it is in fact Mike and Steve who we sahhh bakkkedddd mayyynnn - that would explain a lot.
Mike, Steve, you guys alive?

Did you get a response?

Still here topping up....

"There is about as much chance of this being taken private on the cheap (of course the current price is cheap) as there is of us buying out Microsoft to gain control of MS Teams."

Put it better than I did JTD lol

Charles Dunston's a billionaire and would have been able to make the numbers work, but I doubt Steve and Mike have the cash. On that note... Mike, Steve, you guys alive?

Of course it's "possible," but that'd be a peculiar outcome here - management could massively miss out. The numbers just don't add up. Adara will have their eyes on an exit, but at these prices the investment would be a huge flop

No one's going to suck the juice out of my lemon

Market cap of £37mil on revenues of 50 lol

CHRI55 - perhaps that's why it's dropping back, but I don't think so. The reason I think this is dropping back is:
- There's an "enlightened" majority who think we're out of the Covid woods (the "Corona will not exist in England from August" crowd) and that by consequence LoopUp's purpose is eroding [moronic in my view - almost as moronic as arguing it never had a purpose before corona;
- Linked to the above, no one knows which way the compass is pointing at the minute so lots of people are getting behind momentum stocks/ companies that might benefit from some huge reopening or corona victory/ defeat;
- The board doesn't push any sort of thought leadership/ communicate their intention, plan, vision... so LoopUp sits gathering dust because Mike + Steve don't actively tell the world what their ambitions are and enable others to feel confident or passionate about their plans too - i.e. they don't tell people why they should buy into the idea by looking them in the virtual eye;
- All of the above leaves everything a bit up in the air!

Part of me does get quite annoyed that the board aren't coming out and saying any of this.................. or in fact anything.....
Mike/ Steve - you guys alive?

Now is definitely not the time to follow the crowd - this dog will have its day, imho. But I share that attitude with a lot of my investment currently, not just Loop. Be greedy whilst others are fearful and all that.... On another note, watch Boris Johnson's response when asked at today's 5pm conference whether staff should continue to work from home - for a man who normally tries to avoid a question, he spoke firmly about how we should all be taking every opportunity to have our meetings virtually. It's the dawn of a new era - one which was being ushered in pre-covid but has only been hastened because of it - and LoopUp will have its place

71p uncrossing?! Legit just resurrected my Trading 212 account from my old university days - the sole purpose being to take advantage of that

Certainly not fostering very good relationships with their private investor shareholders right now

Before someone jumps in and asks HOW COULD YOU RAISE THAT BIGBOO

Why don't the board tell us

On a more morbid note, wondering whether they take their S172 duties seriously