Member Info for MissGolightly

Stop by any time in Scottishland with Mrs D. You now know how to 😉

Miss G
🙉🙈🙊

Now... I know Mr Hawkbay worries about how I spent my day...but I should like him to know that in between posting this, I have made Hake fillet in a parsley sauce, with new potatoes lightly tossed in olive oil rosemary and Malvern salt sugar snap peas and baby fine tomatoes stir fried in balsamic. And now about to wash it down with a rather refreshing glass off.... well... he can fill in that particular blank...

Miss G

for there is a lot to be so....

Slightly disappointing day...but seen it all here. Focus on the prize. It’s coming.

Miss G
Special sprinkles gathered from the top of my wardrobe.
😍

Mr Skier... I’m no good at the charty thing..tho respect it .....and have learnt a lot from Mr BNc on SOLG.

I find this website quite uswful for the relatively uninitiated in trading (such as I)...at least for the key resistance points.

https://www.barchart.com/stocks/quotes/TOOP.LN/cheat-sheet

Miss G
🙉🙈🙊

Dear nice folks on here.

I know that to some I have been a right royal pain in the bottom these past few weeks 😇 ...and I make no apology...as thankfully some with brains did listen. 🤓. For those who were sadly sucked in though, by the rampers (you and they know who)...I feel very sorry for indeed... 😥.

Next week will be very interesting when the placing shares hit. You’ve seen me mention what I think could happen. However, I have no crystal ball and I do not want people to act specifically on anything I say...particularly if it might compound an already painful position. It is always better to live to fight another day, learn from the experience and sleep well at night. Believe me. I “hid” the losses I was once sitting on from my nearest and dearest for years and the guilt was dreadful. In time and with new learning you can recover.

Some may be tempted to try and trade their way out of the do do in the next few weeks or so ...and if you know what you’re doing, I wish you the very, very best of luck. But do be careful ...this remains in my view, a monumental short term gamble. Diamond refers to a “dead cat bounce”...I agree. I think there may well be some “good news” waiting in the offing to be announced ... which will allow, helpfully, the placees to flip their shares. If one can ride this and make some good...if if only to minimise not recover completely, then good show.

To me however this can only ever be a short term “gamble” share (for all the reasons outlined by Diamond), so to pick up in HarryMan’s previous lecture on “timing” (just pre the placing 😂)...choose your timing wisely ...both buying and selling. Don’t be greedy. Be focussed, have a plan and stick to it ...it may work, it may not.

Above all, take care ...only gamble with what you can afford to loose.

Good luck.

Miss G
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Mr BigBoff ... 4 sentences! (I like to exceed expectations!)

1. Desperately trying to manage a flawed start up venture (see Prospectus)
2. Placement negotiations in background timed with contract win announcement = ramp up to get placing away
3. Disastrous impact to existing shareholders (dump) on placing announcement
4. Can't predict future - 75% dilution to existing investors - 25 Sept and days after will give an indication. Wouldn't be surprised to see 0.18 - 0.20. May then be some sort of "bounce" on back of any good news - assuming placing shares are absorbed along the way. Needs A LOT of good news....

Just my opinion. Diamond is better is better at this stuff.....?

Miss G
:-)

all those "top ups" by the usual suspects are working out well I see..... err....

Be very interesting to see where this lands post 25th....

Miss G
:-(

Okidoki...

Miss G
:-)

Well done Mr Dods... I'll let you have that one! You must be sooo proud!

Miss G
:-)

"karma never forgets"....

and sadly, stupidly always shines through....

I'll take my chances....!

Miss G
:-))))

Mr Breakthebank

you state: "The thought that this is a scam has not entered my head but hey ho that is what you seem to be inferring"

Its not a "scam" .... its merely an adventure funded by other people.... like your good self! So I'm glad other outcomes have crossed your mind....

Miss G
:-)

Part 2

Suggest up to a third of marketing budget be deployed initially on targeted PR campaigns. Sadly also a concern with brand name: using a “quirky” brand name has memorability benefits but also subliminal word associations: i.e “topple” – not great for a broadband service (think toppling over!). However, this strategy should have been deployed at first launch – there is often only one opportunity for an effective brand launch. Toople are now up against it time wise (suggest before another bailout fund raise) to generate a significant base of LOYAL direct customers whilst, critically, retaining their wholesale base (one customer accounting for 65% of revenues). Current cash requirements will see current fund raise monies evaporate quickly – mid next year?? 3 year projections then of course become irrelevant. It is interesting that Toople state (somewhere in the book) they wish set aside approx £100k for appropriate customer acquisitions.??

There are LOTS of caveats to the above scenarios – and only seeks to provide illustration of possible, in my view, likely outcomes. Very happy for thinking to be challenged and any errors corrected.... many outcomes based on media and targeted strategy.

All IMHOO

Miss G
:-)

Toople Direct to Market Marketing Strategy

Premise: Toople have stated that in order for their business strategy to succeed they must substantially increase their (more profitable) direct customer base by targeting the 12.5 million SMEs in the UK. Approx 24% of this market is current with smaller providers (potentially more open to the Toople Proposition with appropriate messaging?). Source of information is contained within Sept Fund Raise Prospectus.

Assumptions made: Direct Customer value will achieve approx £264 p.a. (assumes ability to sell up telephony at 50% - probably optimistic?). CPA: £40 – this is the lower of their current stated achievement. Could be much higher(!) This is critical. Market leading (based on significant test and learn should be £20 approx in this market). Campaign spend: £300k. (this is stated previous approx spend –can’t see any more being affordable). Customer profitability 20% (generous – current is 13% aprox). 20% annual churn estimated (no stated retention figures in prospectus) - e

Projections:

£300k generates:
Year 1 7500 customers = £1.98m revenue x 20% = £396k profit (year 1 ROI 1:32)
Year 2 less 20% customers: 6000 x £264 = £1.584m x 20% profit = £317k profit (year 2 ROI 1:74)
Year 3 less 20% customers: 4800 x £264 = £1.267m x 20% profit = £253k profit (Total 3 year ROI 1:66)

Considerations:

1. Substantially increasing direct customer base from current 800 to circa x 10 will have servicing impacts: greater outsourcing costs – profitability impacts.
2. There is no currently no customer retention budget built in – suggest allow £20 per contract end customer – profitability impact
3. There is currently a further stated lead generation cost of £10-£32 per lead (note, not acquired customer) for salesforce: not built into profitability projections. This is probably the £90 CPA
Conclusion:

Effective, targeted test and learn Direct Marketing and retention programmes can deliver a ROI. However building a direct brand in a crowded, highly competitive near commodity market, differentiated in the main by service and brand is incredibly difficult to do – even with the most efficient of marketing spends (which Toople needs to work quickly to achieve and has not been hitherto successful - with up to £90 CPAs). Marketing spend would not be spent in “one go” and therefore customer acquisition will be achieved over a period of campaign activity. This would be advisable and activity flexed in line with servicing demand. Toople currently have a poor customer service record (outsourced) which may effect churn. Above-the-line brand response could be considered – potentially more expensive but should build at least some brand awareness to support DM and lead generation activity. Toople needs to make a “noise” in a crowded market – this will not be achieved by purely digital and comparison platform marketing where everyone else also fights for presence (IM

Hello Erv ... lovely to her from you

Miss G
:-)

What you mean "break the bank"...?!?!

Miss G
:-)

Well then (Ms.?) Tabbie....

Don't allow yourself to be wound up - can only happy if you suspect truth in what we say.

But hey - do contribute - I await with breath abated to read your insights and how well you're doing here ...but I suspect more likely you're locked in at a high average ...

My very best wishes and looking forward to your words of wisdom.

Miss G
:-)

Later this morning I shall post some numbers I have crunched on the direct to market marketing strategy...quite enjoyed doing it....brought back memories!!

Miss G
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Diamond....what do you mean “if the placing doesn’t happen”? Is it not a done deal?

Miss G
🤔

I’m in FEVR too. Since around 22.00. Regret not buying in January when I first thought about it 😉😂

Miss G
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Apologies.... I meant less than 1p...😂