Member Info for jointhedots

I don't know if it's time to buy or not, neither does anyone else. What I do know is that on the basis of the business proposition and current performance the SP is extraordinarily cheap and that every Tom, Dick, Harry or CHR155 is here trying desperately to ensure the narrative remains negative.

Drowning out any positive sentiment - why? Perhaps they know it's a false narrative and are a little nervous if they have a position (though I doubt any of them have, just trolling for pleasure).

The company is profitable at operational level and is investing for future growth, which the company believe will be substantial and will turn positive imminently (within the next few months) - on that basis the company could be poised for a major turnaround in the SP - buy our trolls want to talk about other things.

"It's always darkest before the dawn" is very apt here.

Maybe because they are a little nervous that buys will shift the SP up rather rapidly - they are really having no impact on existing shareholders but I suspect an new investor that happens to take a look may be misled or simply decide it's not worth the effort.

We need the SP to turn then they will go away and pester someone else

CHRI55 - you really are up there with the worse of the BB trolls, now joined by shamI89, who is trying very hard to be obnoxious and succeeding - why though?? I've asked you before and you haven't answered, is that because being honest would embarrass you. Tell us the truth - are you simply a troll or a troll with a purpose?

NS - exactly right, the BoD as supposed comms professionals are woeful at comms but the strategy they have adopted makes perfect sense and needs time to be proven.

A lot of rubbish being talked, not based on facts or well thought through, simply dropped in to scare potential new investors IMO or cause distress, EVERYONE do your own research to get to the truth, don't believe anyone at face value on any BB.

The opportunity for Loop is massive, Microsoft are not going to squeeze out competition, they've made it possible for partners to integrate their offerings with teams - if the lock out competition they run the risk of anti-trust law suits or creating a huge unnecessary competition - they want to gain traction so why hurt supportive entities. It's in their interests allow other companies to push their products to customers and finally they are more expensive and do not offer the bespoke service offered by Loop.

145m users at the last count and growing to be the biggest seller ever for Microsoft, whilst Cloud Comms and remote meetings are expected to grow strongly - and it is seriously suggested there is no room for Loop to carve out a Niche.

Try harder guys.

Ian.B - the lack of clarity in key areas is a longstanding problem with loop - the BoD releases the minimum information that they feel obliged to in order to placate the market and then just go again with whatever they wish without engagement with shareholders or gauging viewpoints. So they learn NOTHING and continue to make communication and IR errors.

Personally, I think someone should be sacked or side- lined to bring in an proven industry leader (where is the accountability?) - but they are all so well bedded in and they know it and so they don't feel a need to act to rectify their failings.

I'm convinced the company will be a resounding success in the long run, irrespective of their arrogance, but it's got very frustrating.

This is becoming a trolls, summer holiday destination, hope theyb don't stay through the August break or it could get very hot on this BB.

I'm resisting the temptation to engage them, we all need to do the same - there is no stopping idiots and nasties from posting.

riddler - well done for reposting those details from the RNS that almost everyone chose to discount. If they deliver on the aspects of the strategy that so far have gone well (putting improvement possibilities in the meetings business aside) then in H2 the balance will switch to growth .

They say:
"Negotiations with several of these potential go-to-market partners are now at advanced stages, and the Group believes that such alliances present a highly scalable and valuable additional route-to-market in Cloud Telephony. We will update the market as these opportunities convert in due course."

"Several " - to me that means at least 3 at an advanced stage and presumable many other at earlier stages, and presumable they are meaningful players in the sector or they wouldn't bother highlighting (even if not household names) and with established client relationships. Selling to those customers via a trusted intermediary could yield significant new business at low low cost of acquisition.

Any revenue from that initiative is additional to that generated direct from the £117m pipeline which itself, in truth, is around £175m as the company conservatively uses a 2 years revenue assumption the contracts are generally running at 3 and of course could be extended.

I was optimistic about this potential new revenue stream before the update and the update just reinforced my confidence - else why have they pushed so hard with it. Yet the market cap reflects a complete lack of opportunity for the company, our CEO's have indeed failed miserably to build any rapport with AIM investors that is just as important a factor in the poor SP as the bump in the road just announced.

Steve - up your game or get out of the say man!!!

CHR115 - "Takes all sorts"

I'm impressed, you took a break from your clear goal today of trying to wind shareholders up with your false empathy, scaremongering, wise old owl act, you actually posted a fact. It does take all sorts, but some of the sorts are particularly nasty in their motives and tactics and totally destructive and actually pests. I'm not quite sure what your motive is, I doubt we've had the truth from you yet, maybe you're here just bog standard trolling for fun, are you particularly bored today or has mum taken your games away?

Kidding aside, do you never question your own ethical stance and decency? I really would be interested to know as I can't for the life of me understand how you can feel good about yourself and if you do where did it go wrong mate as you seem quite a bright person who would understand right from wrong?

We don' want closing shorts, they are buys in waiting and have to be cleared at some stage - we need price stability (which we got today) and confidence building that we have reached the limit to how low the MMs can push the price at the moment.

I have always taken the view that once shorts are placed they are a liability to the negative side if any good news comes through.

Today has been a good day after a confidence shattering end to last week.

We may not hear about it for some time, but irrespective of the pressure on the meetings aspect of the business, at the rate of conversion and growth the new Cloud Comms customers will tip the balance to growth overall - the way Steve operates the company we may not hear about it but the company just announced they expect it during H2 - that should be the turning point for the company with accelerating growth from there on.

The shareholder engagement meeting should allow Steve to clarify his thoughts

Paddyboy! - thought they had some from the IPO, 100s of thousands (at least one of them has some left).

It is painful, but it is overdone so cna recover strongly, and will IMO.

Meantime, Steve has left the company SP to flounder, he needs to step up to the plate and at least be supportive, do an interview or shareholder engagement meeting or something (surely he's got some gumption). He could actually buy his options as could the other CEO - show some confidence and solidarity - I don't think it matters if it's a closed period as they are at a fixed price and purchase arrangements. Pay 75p and show the way!

Whatever, if he does nothing again for weeks, then I'm in for backing a petition to have him removed, it's not good enough t

I think it is undervalued , significantly undervalued, but unfortunately our opinions don't carry any weight - investing in AIM is and maybe never was based on value - it's a gut feelings, gambling, speculation, fear, lemming mentality and manipulation , all the things that should play no part.

What many have ignored in respect to the reduced turnover is that those customers are the primarily the uncontracted (non PS) who will always be cost driven and they can only leave once, hence the company stressing the increasing number of locked in client deals. The reduction is not just down to leaving customers, it will include some clients changing tariff arrangements and committing to Loopup.

A most importantly, often when turnover reduces companies often have stagnant or even rising cost, it is very reassuring and impressive that cost are down around 20% - that is impressive, totally ignored, and I assume was/is the basis of the flat projection for 2021 compared to 2020. Means as long as things stabilise (the company expects better) for 2021 the company should make money on operations.

This is a lightly traded share for most of the time, some have even suggested illiquid in the past, so when there is perceived bad news ( the RNS did contain bad news on revenue but also had positives and the response has been OTT) the selling goes unanswered and it has been really easy to smack the SP down.

That does not mean the company's business proposition is no longer valid or the company is in any distress as some would have us believe - the proposition is still in tact and those trolls that have entered the picture are happy in some cases to tell lies to back up their scaremongering.

There is nothing we can do about it for the time being , the SP will recover as there is a point where there is no appetite for selling at current prices, I think trading quantities are being amplified by various mechanisms. Any sustained buying will have the same dramatic effect.

Unfortunately we are back to waiting for our CEO to provide shareholders and potential shareholders with a reason to hold - he has proved himself absolutely useless, worse than useless, a liability wrt communications (ironic really). That needs to chance and change fast, we need that shareholder engagement meeting and should demand it if he doesn't announce something next week (how long can the guy hide away and still hold his head up or take share options in the next allocation?) and we need a corporate presentation to lay out in detail their plans and aspirations. And some humility from our CEO's

I think the guy is dodging shareholder engagement and has been for a long time, that is leading to the serious lack of confidence as he is not putting full context to the company's aspirations - I don't care how long he has been CEO or how well bedded in he his - he is responsible and needs to make good and be held accountable.

I believe the company will put in a strong performance going forward but it's such a frustrating investment when there is such a huge prize available not only in the Cloud Comms venture but in the existing meetings business.

I'm hopeful of a steadier week ahead as shareholders regain their composure and perhaps the company throw us a bone to chew on. Meeting STEVE !!!!

wrt my post at 13.16 - I must correct an error (not in my reasoning or calculation) in the first line:

"The average size of the 15 contract signed so far appears to be 10k/week "
should read
"The average size of the 15 contract signed so far appears to be 10k/month "

The average size of the 15 contract signed so far appears to be 10k/week it is also the overall average of the pipeline as I recall. So assuming the £20m of potential at an advanced stage is at approximately the same value per client (total contract value £360k) then Number of clients at an advanced stage= 20000/360 = 55 - or approximately triple H1

So if they convert at the rate of the first 8 months (when lets face it they were on a learning curve) for the next few periods, then we could expect around 3 times as many clients to be signed up in the next 6 to 8 months - 50 or more. And at the same rate of expansion 150 clients at £10k/month average in the following period.

That explains why the company expects growth in the second half and especially next year- because all they need to do is not underperform on H1 just gone.

200 clients at £10k/month = £24/annum of new revenue.

Can they sustain the rate of growth ???. Steve hasn't indicated exactly what he expects it to be but he has said he expects substantial growth in 2022.

Of course the rate of growth may not be sustained, but for sure there is great potential being masked and overwhelmed by the weakness in the meeting business, those trading at the moment will have not done any scrutiny of the numbers.

The share price isn't related to anything for the moment, there is just a game of chicken being played, with opportunists piling in and trolls posting doom and gloom on the BB.

The SP can move up very quickly as well as down, at some stage punters will have sufficient confidence to also pile in, news of a new partner can come anytime.

yrabsmurruc - good morning. I see a CEO that hasn't learned his lesson, most likely taking advice of the idiots at IFL.

He needs to change his ways and start being OPEN and HONEST with his shareholder, unbelievable in the circumstances he hasn't bothered to show his solidarity by announcing a shareholder session - where he can clear up his vision and plan for the future and address concerns. He needs to rebuild trust, give shareholders a reason to buy other than bargain hunting -and find a way to do it, fast.

Having said that, I still believe the reaction to the news is over the top as at the rate of loss and gain of business trajectory Loop is on a path to significant growth, all be it with trauma along the way. The SP is ludicrous, IC share recommendations are about as useless as the come .

All the trolls and associated smile balls are likely to be with us for are while

wessley - false empathy, can't you think of something better - no doubt you know sod all about the company.

The outcome for the year still looks very likely a profit, it's overdone IMO- but we have to live with it.

The transition of the company is gathering pace and there where always going to be growing pains, a lot of rubbish is spouted in these circumstances but the bottom line is they are making progress in the market they are targeting.