Member Info for Frac

Well I hope your lucky but suggest you have a look over their accounts !!!

Do yourselves a favour sell it now and pick it up at 5p once they raise more money next January ! Had £8.8m but quickly down to £6 & a cat bill of £2.5m!! Margin flat , cost of sales to increase over the next quarter and have an increasing remediation problem.... if we get a vaccine and people start booking holidays £5k on windows will be a long way down peoples priorities next year

As least it's a realistic review of their prospects but reassuringly with costs reducing they are likely to see it through to 21

profitability in 21

Strategy is clear as day here by focussing on resellers with s vested interest !!!I'd Imagine those taking a 6month lease will find their insurance much cheaper with tracker and driver insight whilst benefitting from fuel and time efficiencies !!!! Win lookers easier sale ,win client lower price and win Trakm8 !!!!! Plenty more fleet out there in these days of keeping depreciating assets off the balance sheet

All this tripe is just a screen to hide behind short selling !! Revenues and installations will of course fallen behind but the head of steam going in was positive , the furlough payments will be cash supportive and the guidance at worst to lay out another year of wait n see !!! Anything better than this will not just keep the faith but also back the recent exec share purchase !!!? He's not blobbing on £50k for the bottom feeders is he

Looking a little further seems that meetingzone is branded to support Cisco WebEx and Skype for business leaving loops brand a clear run at Microsoft’s Teams ...& no doubt they will then be looking to introduce comms across all platforms ! Nice

Think the teams expansion is still focussed on current clients with a blanket offer warming the market . Now we’re seeing some new faces they will likely be the catalyst for the step change in new new revenues as client numbers increase

Ambitiously states capacity to increase by 40% in next 18 months .....M&S have quickly transformed the business online , now they need to reposition and downsise the store offer to suit the needs of local communities !!!!

Here : https://legaltechnology.com/zoom-fatigue-where-are-you-on-the-gloom-or-boon-scale/

Here reads as most expect but the significant trend is the continued shift toward integration with teams collaboration toolkit which loop is now busy both selling comms into and with this appointment adding css as due to organisations by upskilling and developing !!!!

This is continued Gr8 news !!!! Loops ability to attract such talent bodes well .... anticipate more announcements on contracts / trading & outlook as the year progresses ... just need to hold tight in this consolidation phase until others get wise to the facts which seem obvious to only a few

Interview is a good piece , more interesting us the timeline described which seems to endorse an ongoing increase in users and income : https://www.ucexpo.co.uk/ucexpo/en/node/newsitem-freeths:-deploying-loopup-to-stay-connected-during-the-covid-19-pandemic

£200k in delay trades and £100 k last minute suggests a few have seen the opportunity to take advantage of the sellers exit .... zooms 2nd qtr suggests loop I’ll be at worst 25% but possibly still 40%+ up in July and August on continuing operations without the recent boost from well won accounts !!!!

Becomes a significant event when you compare this to blue jeans who were bought on the cheap ( debt ) by Verizon : https://www.google.co.uk/amp/s/techcrunch.com/2020/05/18/verizon-wraps-up-bluejeans-acquisition-lickety-split/amp/

Gr8 news just as expected but to me the most significant part was the title ' Corporate update' words can tell a thousand stories

No surprise to me , this is a significant announcement that loop had beaten all comers with their product with this top 5 account and quickly followed by 2 others. The Comms announcement is also significant as it sees loop now being the integrated product with other regional providers utilising their platform ...... There is a large regional fragmented telecoms market in South America ,South Africa ,Asia who may choose to use a neutral UK orientated company rather than the likes of those companies being deemed as 'too big'!!!

The hare has been running for 3-4weeks now .... Interesting if it a speculative collector but looks more like a play .....someone with cheap money perhaps ...... Would make enq very attractive considering the tax break available

Look like a sell to a short stop based on the recent update ... Someone's begged ,borrowed and sold ....... Mind the gap !!!!! Think the bust phase is over and raz's investment was the flag ...

SC I'm in your camp , had 3 legs with another couple on their way . Rising income on turnover increasing by 35-45% in the next 24 months delivering 70%+ margin over minimised costs.... Even if they increase headcount to take teams telecoms forward it'll be less than 25% of the marching differential as most others are fixed . This is flying at sea level and about to make a significant blip on the radar

You suggesting Open (MAC) spaces is some sort of voyeur ??