Member Info for Frac

Still delivering premium , Enquest still paying down debt , UT still manipulating the short side but Canute is In His chair and the waves are rolling in !!!!! At last Ab can focus !!!!! 2021 lookin good

Speculation ? Short covering of a whiff ??

https://www.lse.co.uk/rns/LOOP/half-year-report-m2a0912vgq06yje.html

R the interim report posted 23/09 has post period highlights which state 219 live opportunities for £50m as long side forecasting the addressable market @£10.4Bn in next 3 years !!!!! No doubt they will have converted a handful of these but more importantly set up a greater pipeline which will be well north of £75m!!! Hence my “Potential order book” statement ..... either way I’d be disappointed if they didn’t score £30m of new new business in 21

Looks likely they will end 2020 not just debt free but turnover @ £58m on 70% margin and a potential order book in the 75-150 million range for 21

Agree that the market are reading this as a stay at home stock rather than a business efficiency saas....Think you will find the payroll will only be 15-20% up by year end as it’s all last quarter so figured will not be diluted ....

Top marks for the find and certainly continues the positive noise on supercap integration into the daily world .... no wonder CAP-xx showing 100% growth on heritage business

Think you will find there's news before the results on either partnerships or enhancements .... So much activity going on in staffing there's bound to be .......

With the surge in vacancies has come some renewed interest as noticed linkedin followers up by 50% in last month or so .... See Loop are supporting the ATP finals next week !!!!! Barclays were major spondors for a number of years so many other financial / legal corps attend or have become part of the scene!!!

R , this is being played by the.mms placing the fundys stake quietly into the market !!!! Once done we will magically see some exposure and PR which will wake a few up !!!! Likely there are some sidelined unsure of how commited companies will be to the work at home ethic ...... Well it's happened and there's only so far they can go back , particularly as covid is with us and never going away !!! Remember a vaccine is not a cure just a preventative strategy and to date the scientists have expressed the need for annual vaccination as a minimum

I'm with you both but would say the revenue stream has only just begun !!! As you highlight the NHS is a classic mature play looking to streamline and save , along with most of UK industry !! The significance of the 'Teams' conversion market is lost on most but Covid has provided a massive catalyst with loop on the front row !!! Result? Well the senior management are going to increase specialist headcount by 33%+ and with the synergies they bring the team's revenue will rapidly outpace traditional workplace Comms!!! Personally think we will see another 25% + next year with 2022 well over £100m

Wonder if it was pte Pete here withdrawing their tenner from iqai that made it plummet 24.8% today ?? Sound!

Likely to get Tr1 with our resident Edinburgh Fundy below 1% in short order and likely some contract action .... MMS have it a bit tidal but next spring tide will be a record

Seem to be coming out of the marketing team with some updated papers & blog posts on delivery JiT management further followed by some mucking about by the mms .... must be green shoots :-)

Seems part of the Trump's Dumped reaction as the producers talk it up whilst US production stalls ahead of Bidenomics

New jobs in USA: https://www.linkedin.com/jobs/loopup-jobs

Loop keynote at tomorrow’s conference ..... worth looking at some of these presentations as it gives a real flavour of 2025 comms : https://www.callandcontactcentreexpo.co.uk/virtual-welcome

Mc tomorrow May be too late for this dip with BJ playing down the immediacy of the vaccine and a number of scientists confirming until we’re all covered then no-one is truly covered until they know the half life of efficacy !!!!! However the bigger picture is collaboration and remote team working has been moved on by 5 years in 6 months !!!! A ‘C90’ loop fast forward

Brilliant news today with vaccine news !!!! That said typical blanket reaction has given a golden window for loop investors which I took !!!! The market seems to not fully understand the loop mission ..... oh well let’s see what end of year results bring !!! Debt free , Teams contracts , global growing footprint , possible .Gov nhs agreements ..... :-)

The specific upscale in Australia is very interesting