Member Info for lemonade311

> So far as I can see, the one USP that Loopup has is direct routing rather than VOIP.
I'm not convinced this actually has much value. I mean there is still going to be an element of VOIP from computer to network to computer.
In my use of Teams, it isn't "the internet" that causes quality issues, it's when an individuals internet connection or microphone isn't very good. So you'll have a meeting with all participants crystal clear except for the one person using a mobile hotspot, or has a rubbish microphone or the washing machine is running in the background. Direct routing doesn't solve any of that.

I don't think this is correct.

The reason why law firms and PS like the product is because their clients (including old people) don't necessarily have good internet.

If you are using a users phone for audio like LoopUp does then internet connection does not matter.

The fact is that a lot of people don't have good internet or reliable internet, I see this all the time, especially if multiple people are sharing the same internet connection. Using LoopUp guarantees that a client will not have connectivity issues with a client.

Correct me if I am wrong on any of this though.

I do believe that at some point in the future as connections get better and better then in 20 years LoopUp will not be viable but right now I see it being worth the cheap price.

Thanks

How do shareholders take part in the 1-12 offer? Contact our brokers?

> 1,428,571 Placing Shares to him

This means he has had 1.4m shares placed to him at a price of 35p, for a loan which was held by the company for a month...

Unless I'm missing something it seems like Mark has gained massively out of this.

Am I reading this correctly?

> Under the Open Offer, Qualifying Shareholders will have an Open Offer entitlement of 1 Open Offer Share for every 12 existing Ordinary Shares held.

So how come Mark Ward is able to buy 1,428,571 at 35p...

Seems like normal shareholders are getting ripped off while Mark will profit

I emailed the CEO Steve Flavell a similar question because I was confused by recent trading update:

My email:

What does this statement mean exactly?

> Our pipeline for cloud telephony live opportunities continues to grow rapidly, now standing at potential Total Contract Value of approximately £84 million

I understand the contract values themselves are over a two year period from the footnote, so does this mean that the £84 million possible contracts will be recognized in 2021 & 2022? This doesn't really make sense though because 2021 ARR was expected to be £32m so I am confused.

Basically, what years/timeframe will this £84m be recognized in?

CEO response:

A few comments:

- The statement doesn’t say – and isn’t meaning to imply – that 2021 revenue is expected to be £32m. It is saying that – at the time of writing – the Group’s annualised revenue run-rate currently stands at c.£34m (i.e. 12x the current monthly revenue)

o Please note: no mention of £32m and no mention of 2021 expected revenue

- Pipeline Total Contract Value (TCV) is a totally different metric

o You are right that, as per the footnote, we are assuming an average contract term of 2 years for this new Cloud Telephony pipeline of business (separate to our Meetings pipeline)

o So Pipeline Annual Contract Value (ACV) would be 50% of the Pipeline TCV

o Therefore the Pipeline TCV of £84m equates to a Pipeline ACV of £42m

o Clearly, only a certain proportion of this pipeline will convert into customers and ongoing ARR

o So, for example (and only an example rather than any stated expectation), if 10% converts, then this pipeline would turn into ARR of £4.2m

My intepretation:

So it seems to be that LoopUp doesn't actually expect 2021 total revenue to drop to £34m, it's just the current ARR and the markets are mis-interpreting it.

I am thinking that progressive research has it wrong for next years drop in 2021 revenue and maybe I do in the above DCF. I have a feeling that it is going to be higher than the current ARR. Maybe because the contracts are gong to start converting.

CEO email: steve.flavell@loopup.com

Please email him yourself, he replies very very fast and get back to me what he says cause I am also interested :).

My bad actually, I thought 2021 was a year away haha, I'm still living in the year 2020...

It would actually be great if they got that many vaccines done

My big worry isn't the UK, it's other countries with Anti-vaxx mindsets and poor vaccine rollouts like Spain which have 30% of jet2 routes.

They said they aim for 22m vaccines by mid 2021, that is really terrible performance.

I did not specifically mention that. It's certainly not a bad indicator but not sure I would put too much emphasis on it.

It's also covered implicitly in the reverse DCF I did at the bottom of that post.

Hi Guys,

I have posted a long thesis here: https://www.reddit.com/r/UndervaluedStonks/comments/kvq5uh/lseloop_a_potentially_undervalued_remote_meetings/

I believe it's a strong buy and the market has overreacted.

Skinny tan sales were up in Australia & US which do not have lockdowns.

That means that there is still demand for it. Once UK exits lockdowns it should be much better don't you think?

I agree the cash concern though.

Carpets/flooring retailers and contractors are seeing a boom in sales, mainly due to people spending more time at home so more money on home decor stuff. This isn't unique to the UK but to all of europe.

https://www.lse.co.uk/rns/VCP/preliminary-results-q1-fy2021-update-otrem3y9w1zxo89.html
https://www.lse.co.uk/rns/UCG/trading-statement-iwtnpdk01vr5le4.html

Like for like sales is up massively in the above carpet/flooring stocks. The distributors and suppliers will also see the same effect as more sales for retailers = more buying from distributors/suppliers.

The market has completely missed this for headlam.

> EZJ is forecast to make higher earnings per share than JET once the restrictions are gone.

So? The value of a company is not based on eps, it's on the future discounted cash flows, also eps means absolutely nothing from one company to another. Why comment if you have 0 knowledge?

People can post on a share chat if they don't like the share. Just because you don't like their opinion doesn't meant they can't.

Bears are a healthy part of investing to give an alternative view point and stop sheep coming along to believe the herd.

Helps housebuilders like redrow:

https://www.dailymail.co.uk/news/article-8800403/Boris-Johnson-plans-Generation-Buy-low-deposit-mortgage-scheme.html

Basically this will push up the price of housing as more sales will happen because people who usually can't afford a house would now be able to buy with the lenders/banks money.

So funny how politicians keep pushing low mortgages as the solution when in reality it hurts buyers long term. Great for me and other shareholders though.

Yes you are correct, this is a red flag.

There's 2 possible scenario's.

- They think that their investors are ******ed dividend mom & pop investors who know nothing.
- Their CFO is a moron.

Their is no net benefit in a share dividend.

The point of a cash dividend is to return excess cash to shareholders because the company cannot get a return on it profitably, it's usually only good for dying/massive companies like GM, Ford etc.

The point of a share dividend is nothing. You issue more shares and give them to shareholders therefore diluting the current shareholders so the price drops by that amount.

I cannot stress how monumentally stupid a share dividend is.

Very confused why this went down but it allowed me to buy. Inefficient market.

Results were great. Bought this morning and also LSE:HEAD

This company looked promising. However I just saw this RNS: https://www.lse.co.uk/rns/ANG/result-of-placing-kyf5qz8866anv8h.html

> The Placing Price represents a 15.3 per cent. discount to the closing mid-market price of 59.0 pence per Ordinary Share on 10 June 2020, being the last practicable trading day prior to the announcement of the Placing.

Every SINGLE shareholder in this company should be angered by this. Basically they are giving a massive discount to blackrock and other investment firms and ****ing over the average public shareholder.

I would strongly recommend everyone here to message the board and ask why this is.

Awful practice and should be illegal. Not every shareholder/share is equal it seems.

https://www.thetimes.co.uk/article/city-chiefs-demand-fair-shares-for-equity-raises-hr9fhzzb8

where did they mention wallpaper? I only see paint which is similar though.

> The key risks to availability are now driven by exceptional and volatile demand within the paint, outdoor and building materials ranges, where vendors are challenged in keeping up with recent high demand levels.

I'v never seen anything but absolute bear scenario's/bankruptcy from dusterinmong for 6 months, now today it's complete opposite.

Must be a strong buy then if duster is turned around haha.

Does anyone know where I can get the analysts reports/research for this stock?

Arden Partners report is useless as they don't contain any forecasts at all.

Thanks