Member Info for Investrip

8p??

I keep asking you for figures because your claims are wild and outlandish, you have no overall view on this as a proposition and everytime you do use figures, they are wrong.

Yet you then back it up with DYOR which translates to Im ramping, catch me if you can.

Busted

My point is, you keep saying its going to get re rated but it wont. The business isnt worth much more than where it is now.

So it wont hit 0.5 or 1.6 or 16, because it simply isnt worth the money, it might get ramped to 0.5, as in the past, but it wont stay there.

You wont put a figure out there, because you know you will get called out on it, look daft when it doesnt happen and wont be able to defend it.

No figures you have quoted so far have been correct, all your doing is mindless ramping and I will continue to call you out on it,. Claiming rubbish with a DYOR tag line is worse than ramping in general

Basically your numbers are bull****.

Why wont you answer where this will be on results day? Come on...

Still Makes no sense.

First you said it was an average. 41+91= 132 / 2 = 66. So its not that.

Then you've said Right down the middle. The middle number between 41 and 91 is 66 also. So its not that either.

Is your number just bull****?

On results where will this be? Put your neck on the line and provide a number

Ok, so on results where do you think this will be?

Your Ofcom link date pre 2015.... So that points invalid.

Youve taken an investopedia average to work out average margins, and ignore anything from the accounts. ON TOP of which your figures suggest a NP of 29% not 17%. Your figures are a joke

You may spend £500 a month on broadband BUT Toople have focused on Micro SME, which doesnt. Focus on Toople, the most expensive broadband on their site.... https://www.toople.com/businessbroadband/#section_QJ8Kj is £32.49. Explain?

There isnt much "fat" on 32.49 for it to be much fatter.

Il eat my hat if this is anywhere near £1 Million NP. Infact Il eat it if they are in even Profit. Your valuation is a joke though.

10 bagger minimum, lets look at that.

Todays value £2 Million, with on your figures, 3.4 Million of TO and £1 Million of Net Profit. Undervalued...
Your valuation. £20 Million Minimum, with the same figures? 20x NP? What world are you living in?

Dont do a comparison to Kcom, BT, Daisy or Gamma, Completely different businesses. Telcos are valued at 16 to 20x Monthly GP. Therefore on your £1 Million NP, circa 1.6 Million.

Toople will lose money this year.

Jabba,

Sorry to dissapoint, 1000 customers a month with an arpu of 40 quid.. is 40k a month, not 200k a month. They sell to Micro SME, cheap phone lines and broadband.... not leaselines and complex systems. When they say 200 or 500k in sales, then mean contracted value. Eg over 24 months. 500k over 24 months is 20k.... Low margin, 2 or 3k of GP.

They stated End of January

Some heavy sells here, No one sells 10s of 0000s within 10 days of results day unless they know something.... surely

Not at toople buddy, but within the circle or professionals around it

In the right place, at the right time this morning to ask someone who would be involved in signing it off at a compliance level, who said she hadn't even been given them yet.

Invested significantly here and was hoping for some sort of guidance of if I should jump... I didnt get it, but she just said as far as she knew everything was "ok"

The results still aren't available even in draft format internally..... somethings going on

Get ready for the pump.... be ready to dump

Makes you wonder how bad they are if they are spending time working out how to present them....

Because 25% in hand is better than 100% of nothing....

I dont mean private by them, its starting to become a target for other tel cos at the price it is, £2 Million for 20,000 customers seems like a half decent deal. If you could pick it up anywhere near mcap

Low Margin, High Churn, Poor reviews and customer service, Consumer sentiment reliant, Reseller only, Supplier Dependent, No IP, No Assets, Huge cash burn due to marketing spend (who knows on what as I never get any paid advertising coming from Toople)

The list goes on, As a base theres value, As a leadership team regardless of how you spin it, theyve been shown to be liars...

Its getting to the point where it will get taken private,

Just to be clear, by MXCP managing their shareholding well, you actually mean, selling before the news broke. Yes?