Member Info for jointhedots

This is what Microsoft say about the benefit of the award:

"Is an advanced specialization right for you?
Partners with an active gold competency who demonstrate deep knowledge in a specific area may seek an advanced specialization. An advanced specialization will increase your visibility to customers through prioritized ranking in searches and assures potential customers that you meet the highest standards for service delivery and support."

So it "increase your visibility to customers through prioritized ranking in searches and assures potential customers that you meet the highest standards for service delivery and support.", that is exactly what Loopup needs to push deals over the line and highlight the company to new potential customers and partners.

Those selling today are NOT selling because the news is disappointing, they are for the off anyway or sacrificing a few quid to protect bigger positions or for some other personal reason.

Lets face it the trading activity is so small the SP is ripe for manipulation, but every bit of good news builds upwards pressure.

The day started with great enthusiasm and sentiment appears to be deteriorating in some, keep focus on the news forget the response - there is always a lag on seeing the true significance - sometimes overshoots and other times a flop.

But is doesn't change the FACT is is great news and lays the foundation for securing contracts and partners going forward (more important than investor response). What can be a better verification that we are offering something of distinction from the top dog.

I'm extremely pleased, I'm not concerned with market response - if it simply helps get rid of the last of the sellers that will do me fine.

Great news - do Microsoft ever use third parties/partners to fulfil their contracts????

I think we have probable reached bottom, but I take no pleasure from knowing that short setters are escaping at current prices - that is not good.

Leopards don't change their spots - if the share price makes a strong recovery there is a good chance they'll reset for a second bite of the cherry if they have a win - much better if they get burned.

I suppose the upside is that those that would destroy the company, feel they are wasting their time at the moment.

You're right, they could go in that direction . But they haven't told us which was they are going wrt expanding services - keeping it secret for the time being perhaps or perhaps haven't got a clue. lol

There is no doubt the are lots of directions they can go in to build the business and all the services you highlight will be part of the solution but I think mostly provided by partners prepared to work cheaply - Loopup are going for the bigger clients and hopefully where there is less competition.

Incidentally, I noticed in the last blog which targeted potential partners that they emphasised "Enterprise Customers" not SME's - looks like they are going for the big contracts with discerning customers to me. Just one of the 100,000 + employee businesses would change everything - and some of the potential partners may already have them as clients.

They say:
"Microsoft Teams Calling – a natural progression for your large enterprise customers"
and
"Our proposition is to jointly deliver an end-to-end Microsoft Teams cloud telephony/direct routing service to your largest customers, including design, deployment, and support, or we can simply provide a globally compliant telecommunications platform which you can offer to your customers."

What's not to like, not a lot of customer chasing in that strategy.

bigsmoke - very interesting and I'm sure it never crossed the minds of many people. I'm sure it will make some companies a lot of money in the coming years, but I can't see it helping Loopup directly, indirectly perhaps as it causes companies to consider their services and what is the best service to replace their existing phone system and associated services.

As I've said many times I believe there is a major prize to be had if Loopup play their cards right, frustratingly for us Loopup keep all the cards close to their chest.

shamI89 - don't be so stupid the posters on here have been around for a long time.

If you or anyone else doesn't like he business proposition don't buy, but don't pester us with unqualified drivel - I am on record here telling everyone to do their own research an believe no one at face value.

Back your comments up, or you are simply trolling the BB.

Loopup are positioning / distinguishing them selves in Cloud Telephony by providing a Globally seamless service (or so they seem to claim).

Interestingly Zoom were/are also driving this strategy, they now claim around 90 countries with dial in services, but that's not necessarily with the approvals Loopup claim, it really is hard to compare and I suppose iabsolute coverage doesn't even so matter that much.

However, this post is about showing Loopup really do have the right strategy, and if the biggest most successful players see it as the way to go them it should reassure Loopup are on the right track.

Back in August 2020 Zoom claimed to have coverage of 40 countries and a pitch which is practically the same a Lookiups - see link which I think verifies Loopup are on the right strategy.

https://www.channele2e.com/technology/unified-communications-technology/zoom-phone-global-expansion/

stew200 "Would appreciate a rally back to 63p in the coming week or so"

So would I, in fact I'd be satisfied with a 5p rally whilst we await news - this is a long game and there is no way it will get to where I want it to be without good new - 63p doesn't even come close to my target.

163p would really make me happy (in the medium term) - but I reckon we need a lot longer than a week and if it gets to £1.63, I suspect the share would be a screaming buy as the success of the business proposition would almost certainly be proven.

Good news is what we need and it must be good news without added words of cautions (that Steve likes to throw in to cover future failings), the embedded warning in the companies RNS's have been probably more damaging than the actual news - for instance, remember pre-Xmas they said they had no idea what was going to happen in 2021 - not knowing is a real confidence builder? I think not.

Though having said that I feel a mini rally is a real possibility now knee jerk reaction has subsided.

Certainly looking very stable.

Of course that is critical, but it is not the only thing that matters, the demise of Loopup has been like death by a thousand cuts, so many slights by the BoD, failed opportunities and simple mismanagement - so IMO the recover will need (as well as the critical victories you mention) a better performance on all metrics else even great achievement will not result in a fair SP improvement, it will be stifled. They need IR and the CEO's to be out there exuding confidence in themselves to get the message out when there is a message to communicate of course.

So lots of things matter.

It also crossed my mind that perhaps Loopup just going through the exercise of telling solution providers who don't have a solution themselves (that's why they are talking in the first place) highlights what Loopup can offer and those entity may just suggest their client then contact Loopup about their services.

Not as daft as is at first sounds, as I recall Loopup customer stories mentioning that Loopup were suggested by another trusted supplier - so they are getting the word out just by talking .

Lets face it sales is about getting yourself noticed and engaging, if potential clients never hear about the service with a positive spin there is no chance of selling to them.

I also wondered why they couldn't work along side some of these entities on a case by case basis without a all encompassing agreement .

It's just pleasing the team seem to be getting out there and picking up the pace - but where are our directors?? Where's Steve and the other guy, what's his name, they need to be more visible IMO - no mention of them at trade shows, presentations or anything else - where's the lead from the front spirit.

I just noticed the company has added another blog entry expanding on the theme of MS Teams potential but firmly aimed at attracting the attention of potential partners and marketing to "Large Enterprise Customers" going in big time. lol

It looks pretty obvious they are going all in to expand the partnering option and I would guess that is based on some level of success they are now expecting.

https://loopup.com/en/resource-center/blog/microsoft-teams-calling-a-natural-progression-for-your-large-enterprise-customers/

I stick away from IT companies that are trying to develop something innovative (having been bitten years ago) the same with drug companies and oil companies trying to discover something. Been there done that!

We are all balancing the risk - reward equation and I think it important to recognise that Loopup have an existing client base with almost 2/3 of clients locked in so though they have come under pressure revenue will continue to flow irrespective of the success of the Cloud Telephony initiatives.

They don't have to invent anything or discover anything, just need to perform well against their strategy; that's what makes the current SP all the more disappointing - the business proposition is still in tact and the upside is indeed HUGE just like a software or drug developer.

I think part of the problem is that everyone (or most people) assume the Cloud market is just for the big boys and Loopup have not demonstrated as yet that they are a fully fledged player - a few more case studies (client stories) wouldn't go amiss. But IMO this can easily become a multi-bagger as soon as the picture clears - lets face it the SP has dropped over 90% in the last couple of years since buying MeetingZone, an awful performance and now just to get back to par this would be a 10 bagger and then some. This is a vastly different from companies with similarly crushed share prices as invariably their business proposition has failed and/or they have had massive dilution. There's been no cheap dilution here.

Where else can you find that potential without looking for a company that is trying to reinvent the wheel? - Its' rhetorical question, no share tips please.

It is actually another quiet day, apart from the 1p adjustment in the SP which may have teased out one or two sellers , volume is low as we await further news.

Nice to tease out the potential though, keep challenging my posts if confused, I'll gladly debate as it all helps clarify the facts.

Paddyboy1 - also I'm sure about your Oil Company analogy, it is not in any way pertinent , I think you are inferring I'm exaggerating.

However the figures I have posted this morning are real and represent the totality of the market, I have made everything clear, I never said Loopup would win any of them, your analogy does not stand up to scrutiny not least because the figures you use are fictitious - I repeat I used real data from sources I posted links to.

Paddyboy1: " Loop are clearly doing something wrong. Maybe on pricing, marketing whatever."

Where on earth does that come from - THEY ARE NOT "clearly doing something wrong". In respect to what we are talking about they have not reported any problem with the strategy or implementation, on the contrary it has exceeded expectations.

The problems wrt to Meetings is another issue, I'm not gong to try to console you if you're feeling a bid jaded today, I point out the actual figures that provide a guide to the scale of the opportunity, my reasoning was to dispel any notion that the market was saturated and all was to play for rather than suggest Loopup would win anything but a fraction of the work. Loop currently have about 450 potential customers talking to them at an average value of £10000/month and a client base of approximately 5000 so plenty/enough to go at there without worrying about the other million for the time being.

Loopup offers the same as customers can get from Microsoft by extending their Teams to an enterprise Cloud Telephony solution, it is COMPLIMENTARY to Teams rather than competitive. with rates cheaper (loopup claim they will reduce bills), implemented and supported with a bespoke service which Microsoft or any other big players simply do not provide for what most likely appears daunting and peppered with risks to clients. They don't want to get into the weeds that's why there are resellers and integrators of services for all the big IT companies and the door is left open for them to offer the services. Lets remember MS will offer a high quality service in any case and will sign up the bulk of customers but with a million companies to go at Loopup don't need to take on MS - the services come at a cost it's not just a case of buying MS Office with Teams in the bundle.

The question which is more pertinent IMO is about Loopup's competitive position wrt other MS partner offerings,? That's what they are secretive about and claim deep knowledge of the market and top credentials as a trusted partner - i.e. secure enough for major law firms and other discerning clients to trust them. Remember Zoom has failed on that front (Zoombombing etc).

Loopup don't offer anything unique that I'm aware of, who does though (not even MS are unchallenged) but they claim to have the edge on competitors with international coverage and agreements in all regions with top class carriers. That should mean one bill and one negotiation instead of a pile of international agreements for clients.

They don't have to be unique to carve out a lucrative market share, there are many multi £billion companies thriving by supporting MS , they only need to be excellent at what they do - if they were trying to take on MS, Cisco (loopup are also a Cisco reseller) Apple or the like in the technology innovation game or reinvent the wheel I wouldn't be invested.

A long winded answer, but the question warrants it - if you want to know what they are fighting over you need to put the effort in and read RNS's and recent company blog posts. Everyone should unless you're only trading in and out.

All that is reported on ii so far is one small sell for just over £1,000 at 09:28:15 and that is out of line with other trading.

Contrived springs to mind, but that's the way it is - it is NOT selling pressure more a case of a lack of buyers, most are sticking to positions and every day it gets marked down to recover by the end of the session.

On the topic of potential, the link below shows the number of MS Office 365 users in June, over a million companies worldwide, with over 731,000 companies in the United States. I also read elsewhere that 50,000 new customers are signing up every month.

So there are essentially a million potential customers for suppliers like Loopup to scrap over and that number is apparently growing fast.

I think it is also worth noting where the companies are, the vast majority in the US and second with 187,000+ business is the UK - so Loopup are already perfectly placed in the right markets.

I don't think Loopup need to worry about market saturation or running out of Leads.

https://www.statista.com/statistics/983321/worldwide-office-365-user-numbers-by-country/

Paddyuboy1 : your comment "On the MS Teams stuff. I keep hearing about these 250m users etc. So why aren't they using Loop then? "

We are only ever going to get a small fraction of the business or clients, just like thousands of other businesses that thrive by aligning themselves with Mirosoft. There will also be a latency, those 250m have not yet switched to an Enterprise Cloud Service for which they need to adopt the Microsoft Teams Phone system - they say that's 80m have it and even fewer have switched to a full solution.

It's growing rapidly and but the market is far from mature, literally every business that uses Mircosoft is a potential customer in the next few years - lets remember is a giant with a turnover bigger that most countries.

So it's all good based on the pipeline so far and the rate of growth and adoption, loopup should have to try very hard to screw up and fail.

I just read the blog again and actually the most interesting paragraph (almost a mini- TU) which actually tells us what Loopup are being asked for is:

"We’re working with a wide range of companies that are accelerating their digital transformation programmes and moving telephony into the cloud to support post-pandemic hybrid working. We’re also being asked to help companies migrate their enterprise telephony from Skype for Business to Teams."

So the Skype retirement is generating business (never told us that) and they are "working with" a diverse/many companies - in a statement from any other company that would be taken that business is booming. For Loopup it means sweet FA

The market is clearly huge we simply need to have patience until the success of Loopup's strategy becomes irrefutable and compelling.

yrab: "this knife is still falling and although slowed down"

That's not my viewpoint, this has settled down, " falling knife" suggests uncontrolled/unstoppable deterioration - that is not the case the slight weakness suggests stabilisation and potential recovery.

I felt it was out ogf control on the news, as Paddyboy1 keeps stressing there is a lack of liquidity is the share and any selling (it wasn't that dramatic) crushes the SP. IMO Steve and his mates need to broaden the appeal of the company, I can't emphasise enough that poor IR is the problem or at least the factor that is magnifying the negative sentiment.