Member Info for Frac

Is a given but trends seem to be pointing to this being the ‘New Norm’ Slacks results are a Gr8 target but their insights even more interesting : https://investor.slackhq.com/news/news-details/2020/Slack-Announces-Record-First-Quarter-Fiscal-Year-2021-Results/default.aspx

Swapping Unknown’s and buys to show as sells is a little pointless amongst so few trades ...... must be keen to hold on for the 2.00pm buyer

Looks like a dilemma for the MMs !!!

Thanks for sharing !!!! Think this is an important development where the new management are Persuing a revised policy of 'land &Expand' rather than the Watkins led 'Best tech' stance. Having built a robust system the team are now looking to Monetise it !!!! They may just get it rolling at last

I concur with your consideration of Zoom staff based in China ....... Note those loop development jobs currently available are mostly London centric with sales locally based in their respective communities ... No doubt this will reinforce the security and probity message the company is taking to their target markets ..

Thordon , you make a good point that the reason to invest is down to perspective . Of course loop are not masters of all but from reading their last two years results they have a defined journeyplan which is to concentrate their efforts on being the master of a particular market segment ---- 25% or so of the TMA where good margin is available for a simple ,reliable , flexible and secure t service !! Covid has just accelerated The global take up and thus the investment decision at the moment to me seems AAA..imho of course

https://www.google.co.uk/amp/s/www.fool.com/amp/investing/2020/06/19/3-key-things-from-zooms-earnings-call-that-investo.aspx

Significant Re-rate if this article is to be believed !!!! Yes all good stuff about Zoom ( the numbers are staggering ) but points to the TAM total addressable market as being done $40+ billion (That’s 4 times the size of figures in loops last financials )! Wow!

Good link Thordon....the blog post is just one of many feeds that gives me confidence in Loops ability to produce significant income ! The latest accounts cite increased margins to 78% on £42m which now seems likely in current year to be above 80% on at least £65m!!! This still makes no account for the current doubling of their traditional contract wins which will add further to future incomes in the second half !!!! No wonder someone across the pond is buying !!

May be difficult to measure but had an interesting insight today from a VC waiting room operator who cited a 20/30 fold increase in traffic

You noticed 100k+ buys every day this week ?? Looks like all after 2.00 pm as well . Mmmmm

Although a different model the parallels drawn continue to support loops upside as they will benefit from others lower qualities : https://www.google.co.uk/amp/s/seekingalpha.com/amp/article/4354093-zoom-still-underappreciated

All in your right , balanced portfolio is the way but have made a few calls to others in this space & currently it's full on .... Like 'Transformational' !!!

Seems to be rearranging some furniture but those that signed up @ £4.00 will be looking to move what's left on ........ Likely the last RNS was a heads up . With half year just 14 days away looks like the kettles on !!!

Most will probably accept the inconvenience of a dodgy connection as just that ... inconvenient , where business will tire of such inconsistency particularly the professional space ... listened to a number of podcasts recently and pretty much all of them laughed , joked or apologised about the vagaries of Zoom !!!! Drop outs , non connects and even who’s there so Think loop must be rubbing their hands....I’m foot deep .@ the mo..... thinking of going on up to the waist

Seems to indicate that Trak finally have a team thinking how best they can commercialise the tech 4 £s and not just how good it is ! As it's priced to fail maybe worth a double or quits pre RNS nibble

Forgot : https://www.google.co.uk/amp/s/finance.yahoo.com/amphtml/news/why-zoom-video-zm-might-162004462.html

Even whilst the Dow is down over 1000 Zoom has been rising on improved forecasts ..... loops revenue increased 40% to 30/04 ... recon it must be well north of 50% now

1st qtr that is

When you compare just numbers slack 1qtr revenue $202m and market valuation @ $20bn v loop where income likely £23m and valued @ £65m so at least 3/4 times undervalued .... yes I know fag packet but you get my drift