Member Info for Integrale

Why do investors ignore Loopup? Because they dreamt of Loopup to be the next Zoom or Teams? Stop comparing Loopup with the mainstream products. Loopup is a Niche player, providing highly secured communication platform for industries that require these solutions. And look, they earn really nice money with that business. They are focused on this segment and work hard to further develop their platform and specific features to remain the prime supplier in it's niche. As I wrote already earlier, the LTH will get rewarded either through a company buyback of shares program, or a dividend policy...All will bring SP back to a fair value, which to my calculations should be around £ 1,80 to 2,50. Or am I missing something...

I'd reither prefer the copper deal for the long run, Oil revival is temporarily I'm afraid.

Oh yes Tony, please no friday RNS....you know...;-)

Big Tony, what's it gone be? You get the once in your lifetime opportunity with the PoO going through the roof to either sell the business at the right momentum, either bring positive news on revised CPR and sidetrack forward program...Making the right decisions, at the right time, in the right place. I guess were are pretty much in such conditions.

I'm ready to buy in more.

If you're in for a short term you might be disappointed, but for those who look further, gold will be skyrocking in 2021! Be patient.

PlantedBHA, get to the point...are you buying the company? Apparently you know what is happening...haha

jollyspeculator, is that you analysis? Only highlighting one item from a business report?

We as PI have no access to the current state of the ongoing deal negiotations. But (potential) larger investors have there guys in the field do have. So as a signing should be imminent by now, I truly hope to see some sharetrading coming soon. Hopefully upward, meaning positive signals to finally start getting that copper to the market. The risk is of course that an hostile takeover bid is knocking hard on the door...so come on ORM, push the pedal to the metal and cross the line first!

The fact mr. Maris is keeping his lips closed tight tells me something is certainly going on. As the CPR reexamination took place in October/November last year, those reports certainly are on the table by now. Apparently Spirit is not showing any sign of forward action on their partnership, Crystal Amber beliefs there are additional reserves in the Limestone aquifer, current PoO is giving enough cash to execute the forward plan and creates an negotiable window to restructure the Bond structure...
If he can sell the business with a future production forecast of 16.000 bopd (sidetrack), additional reserves; than the HUR assets are too worth their bookvalue and should easily get 14 to 18 pence per share. Bring it on Tony, show me the money!

I'm sure this situation must be very frustrating for management too. Knowing you have a business that earns decent money and not getting any reward from shareholders. Why are all investors holding back from Loopup? Their is no point in comparing Loopup with Zoom or Teams. It's like comparing Bentley with Volkwagen. Loopup is delivering the high end remote communication platform for industries where confidential information is key; while Zoom and Teams just deliver the mass. I'm using Loopup day-in, day-out because of it's secured platform and I don't question one minute the cost for using it.

PlantedBHA, do you know more than we do? You look quite confident something is looming around the corner?

I got confirmation through my Belgian broker my vote has been confirmed. So, up and onwards to the EGM.

Giving the reaction of the market to the latest rns, and given the strong financial position of Loopup I would consider to options to increase the value for shareholders. Either a buyback program, making remaining shares on the market more valuable, and reduce impact of investment strategies (which are clearly used since November to downgrade the sp). Or, they can set up a dividend policy. Making Loopup an interesting stock for more passive stock portfolio's and institutional investors...About their business model, I'm convinced they can remain a Top provider of premium highly secured remote working communication solutions. A shareprice of £1,8 to 2,5 is a realistic representation of the true value of Loopup. I hold my shares, as I have faith in the current manegement team and the company's future prospects.

Bigsmoke - the PoO is negotiated 4 to 6 weeks in advance of shipping. So the market price of today decides more or less the earnings for the next shipment. But hey, the PoO was not bad, 4 weeks ago, wasn't it...

A day has 24 hours, so since the last RNS about the deal in the making....many opportunities have been there to sort out 'the details' and get to a signing. Given the fact that copper is really one of the minerals fuelling the energy transition in transport...they better don't let this deal slip away. I'm wondering whether we will get positive news in advance of the EGM...because if not, I smell a rat...

Yrabsmurruc, thanks for correcting me. I was only mentioning the reason why the share price has fallen so low, because there basic business model is forecasted £34 million compared to £50 million last year. But indeed they have £84 million potential revenue in the pipeline. The question the market wants to see answered is how much of the potential business will be converted into cash...If they succeed, a rebounce will easily bring us back at £1,8 to 2,5...so hope the next RNS will take away these uncertainties.

Yrabsmurruc, thank you for correcting me. But I online mentioned what was given by the last RNS on the main business revenue side. But indeed, their £84 million pipeline projects is what the market is waiting to see how this will convert and contribute to Loopup's business. I'm an investor in Loopup for over 2 years now. I strongly believe they have the ability to merit the challenges and get an SP value that truly represent a fair price of £ 1,8 to 2,5. An if they succeed to catch the high speed train, who knows where this might lead this stockprice..£4 -6?

There last RNS showed their revenue model had become under pressure...something the market didn't expect given the effect of the COVID pandemic on remote work. That's how the SP dropped heavily (too heavily). The Bod is aware of the fast changing environment and is acting with its best capabilities to create new business pipelines. Now we are all awaiting the next RNS to see whether they can get revenue forecast back in the direction of 40 to 50 million for 2021....until now they expect 34 million compared to 50 million in 2020. But it is true that a fair value of this company should easily be around £ 1,8 to 2,5. We might expect an RNS in the next two weeks max.

The deal should get sealed anyday now....If there were any elements to clarify or get sorted, it has now been 2 weeks since they annonced that a deal was 99% on the table to be signed. So we should expect news soon now. Apart from a shareholders redistribution structure to be agreed on, I understood a deal is within touchin distance...and if, I'd like to recall the post of middleEastmoney. COME ON BABY!!

middleEastMoney

14 Jan '21

Posts: 2,683

Price: 2.25

Lets assume the following, once the deal is complete, ORM will be owners of Copper, Zinc, Lead and Silver rich deposits.

Given what we know I am only going to provide any guidance for the Copper, anything else is a bonus.

AISC costs let us assume $1000 per ton.

Copper assume $8000 per ton

1m tons x $7000 = $7billion

1 GBP = $1.35

value = £5.18bn

assume we only get 10% of the value ie discount 90%

With 473m shares = 109p

remember all the Zinc, Lead and Silver are icing in the cake.

If you want to discount another 50% = 54p

20 bagger from here. Minimum.