Member Info for jointhedots

As I've pointed out a number times, Loopup mis-fired initially but realised in 2020 and changed strategy.

I think they are absolutely right with their approach now - if they deliver on it the sky is the limit in terms of valuation and desirability to aggressive suitors.

But we come right back to the fact their have not demonstrated that their strategy is working, let alone how quickly they are implementing it. The news on Zoom has very exciting read across for Loopup - but still who is going to act upon it and buy shares until the BoD tell the market they are winning.

Paddyboy1 - it can't tank unless there is a trade!

Interest in the company has been winding down for weeks and has now reached a level where there is virtually no interest in the company. Many previous investors will have moved on - this BB is quiet only a few regulars keeping any debate alive.

No trades this morning - no one can even be bothered to try to set the agenda anymore.

But the ADVFN BB is dead, I don't post on there but I suspect those that do are mainly in reality the same as on here.

I've seen many companies with bad IR and/or a don't care attitude, but Loopup are probably unique in such a vibrant sector for boring their shareholders into submission. Many will have moved on never to return, it will be a hard slog to attract new blood unless they up their IR significantly

I really think this poor show with no AGM update has left our CEO hoping to delay as long as possible , I'm sure anyone who has watched him is previous stakeholder sessions will acknowledge appears quite uncomfortable taking the stage - looks like it has got to be August at the earliest for a shareholder session. Month 8 or 9 of the current year as the first opportunity to query of leaders about last years results and no indication of how well the company is performing in those months is absolutely disgraceful - it's a damned good job AIM requires result every six months or I'm sure they wouldn't bother telling us anything.

I hope that shareholder session is a blockbuster - it will need to be - we haven't even had a general company presentation for around 2 years, is this a shell company?

I'm not a happy shareholder this morning, hopefully I'll feel better this afternoon is noeone buys a share, even "1" will do.

You can disagree, I'm not saying there is not huge potential, there is, but little of that potential had been won at the last update so we really don't know IF the strategy is working let alone converted into meaningful contracts. I suspect all is well, but without being told we don't know if the company is cheap or a dead duck.

With these types of company there are few assets to speak of, it's the reputation and trading relationship (Goodwill) that matter most - and that worthless if we can't retain and gain customers. We need to know to make a judgement, the longer it goes on the more we are guessing.

I think comparison with Cineworld is a little inappropriate, this is in a growth sector whereas Cineworld is washed up as far a customer growth is concerned

This is not a buy because it is cheap based on current fundamentals, it should be highly rated based on sky's the limit growth prospects - they lost their way in 2020, hopefully back on track now. But it's a secret.

bigsmoke - wrt your question "And this isn’t cheap?"

The problem is we can't answer yes to that question because the BoD have not yet seen fit to tell us how the business is progressing as we enter the second half of month 7 of the year.

Make no mistake, there is not enough information in the last update to make a definitive judgement - all we know is that the company expects sales to be flat or lower and profits to be in line with 2020 - but we don't know if they where behind or in front at the time of reporting as they didn't say - it was all about pipeline, not real figures for revenue and cost reality.

Here's the good news, stripping out the spike in revenue in 2020 with the onset of c19, if the company matches the profit then IMO is indicates significant expansion in H2, that's the only way they could possibly do it.

C19 spike revenue + 2021 lost business = 2021 Additional revenue

So in their ****-eyed, roundabout way they told us 2021 would be a good year (full deniability if it doesn't happen of course).

I'm expecting a good optimistic RNS, eventually.

I bought a few more yesterday and had the same reservations, that's the problem now, even those that consider buying are inclined to wait.

I think you'll be OK though, I paid more yesterday.

"volume a little slow today."

That made me chuckle, you're a master of the understatement.

1 trade so far and 14 posts - if we all bought 1 share each it would look like an explosion in interest.

I suppose it could get worse if the MMs started cancelling posts from earlier in the week.

it will definitely be tomorrow so you're not wrong.

I'm glad it's not today, the anticipation is so much fun.

Incidentally I forgot to mention that on the partners tab under the Global coverage heading it says:

"Fully compliant PSTN replacement in 67 countries (and flexible solutions elsewhere). Global IP network with 20 regional carrier partners"

That number is new isn't it, previously they claimed 16 tier 1 carriers - is it the same thing if so then suggest we have 4 new partners. perhaps to support the regional expansion Or perhaps we've signed up some second raters! lol

From interims:

"Our voice network amalgamates 16 carefully selected tier-1 carriers, with whom we interconnect at our six primary global data centres, all of which are interconnected over our resilient private global IP backbone."

It's back up now, only down about 5 minutes.

It is vital that the service NEVER fails for any prolonged period - that cost us dearly in 2020 and IMO is a major reason we are where we are waiting for an RNS.

stew200 - ever the optimist, I wouldn't count on it.

The news blog entry ties in with the "New" partners tab on the website and demonstrates very clearly that they are targeting partners to sell their services - almost certainly unbranded or branded with the partners identity.

I cannot believe they are putting this effort in unless they have already had success.

Just to put this into perspective some of the targets for partnerships could dramatically alter the fortunes of Loopup. I read about some of the competitors - one of the biggest players in the meetings services markets has signed a deal with Zoom whilst another has partnered with Vodafone - alliances like that can deliver a huge customer base that would otherwise be impossible to access. So all good, we definitely need that RNS within the next 10 years, or shareholders will start getting annoyed.

I don't know if it's just my connection but the company's website says it's down for maintenance - as it is primarily a customer site I hope it's up quickly and clients are not losing service!! Anyone else unable to access?

I'm so pleased the CEO is keeping us so well informed in this "Transformational Year", with so much going on it is vital to retain confidence of shareholder - "Well done Steve" we all appreciate your efforts.

Realistically though, we are now unlikely to have our shareholder event before August maybe even September, the obvious read across of historical performance means we unlikely to get another TU in 2021 so we will have had a grand total of 1 which will essentially align with the interims so have no specific purpose except to highlight what the interims will confirm.

I so pleased it's a transformational year with loads of change to report on, else it could have been very quiet from our shy CEO.

Pressing the Skype fear angle now on the website and on linkedin, full Skype support ends at the end of the month with limited support thereafter - lots of potential clients that have left it late to change I suppose and have an affinity to Microsoft

I seem to remember a good proportion of MeetingZone clients where on Skype when Loopup took over and they where told they could transition to Loopup without being forced to change from Skype - perhaps some latent demand there!

https://loopup.com/en/resource-center/blog/time-is-running-out-for-skype-for-business-online-how-to-plan-your-move-to-microsoft-teams/

IT and Communications, thought the sector as a whole is out of favour at the moment, the lack of interest that our CEOs have fostered is astonishing for a company in a growth sector.

What an achievement, a profitable company in a huge growth sector, and only maybe half a dozen diehards interested in talking about the company - they've given the market nothing to digest and starved investor out.

Good work guy - you've achieved rock bottom - truly what is their plan???

I make no apology for all the moaning I do, I think the criticism I level at the BoD is more than justified, whilst others have simply sold up and moved on to companies that they feel is more supportive of communications with shareholders, I and others have trusted the BoD - comms is so poor hence the perception that their proposition is more reliable.

Despite the moaning, I think those that have sold may well regret it very soon, the lack of interest (BoD inspired) from PI's is clear to be seen with the trading levels and poor SP, but surely by reversing the logic that means any renewed interest could have a very positive effect on the SP; I honestly believe this share can be a multi-bagger. IF yes unfortunately only IF the BoD can demonstrate they are on a winning path, they don't have to have arrived. We can live with wondering "are we there yet?" as long as we know the car hasn't broken down in the drive.

When Steve can be arsed to communicate I believe he and his team are quite capable of presenting a compelling case for investment in the company. He isn't going to face shareholders after the update to deliver sh*te news , doesn't come across as the fearless type- he wouldn't have suggested doing it if he couldn't deliver as positive message especially as I'm sure major shareholders will tune in.

It's quite clear now that the stance of our BoD is a disaster as far as retaining confidence of shareholders.

It may well be perfectly within the rules to ignore IR but it is an awful approach - they are taking advice from IFL and to them we are invisible - they don't see themselves as responsible for IR, they are there to address the major players - so who does???? This company should never have listed on AIM, IMO it was just inspired by greed.

BigBoo2 - you nailed it with that post, the background to why we are losing institutional shareholders.

The reason PI's did not understand fully what the problem is, is because out BoD have tried to gloss over it, never fully admitted failings, IMO a botched MeetingZone implementation did all the damage and the BoD have decided to sweep it under the carpet instead of owning their failings.

I'm really hopeful the next RNS will set a new forward trend, but as you say the pipeline "doesn't really do it", it could lead to glory or a dead end at the moment.

I thought everything in the IT/Comms industry was supposed to move fast, "cutting edge" and for the pretentious out of touch ars**oles "bleeding edge" as someone once bragged to me.

I think Loopup are the "blunt edge" or even "over the edge".

When the news breaks, I'll all kick off, as long as it's not an own goal, we may have to be satisfied with a miss kick or two before our centre forward Steve F scores big time for us.

Lets be positive, I keep drifting back to the dark side through annoyance and frustration.

Earlier we discussed potential partnership and alliances - for anyone thinking it is unlikely or undesirable just take a look at the company's webpage on partnering - I think they've updated it as I don't recall some content.

Looks like a serious sales effort to me, I believe some strategic partnerships could provide leads into clients that dwarf any current contracts.

I have a sneaky feeling they may already have made some strategic alliances (they said they had been approached)- there are so many major players out there and I guess many big players have never developed a remote meetings aspect and need the broad offering partnerships to match their competition.

https://loopup.com/en/partners/