Member Info for Thordon

Twitter has raised the profile of this undervalued company

slightly less In-Long at £16k , but not selling till 100p
Think this will be the share of the year

Use Barclays cost lower as trade long term , can not see attraction to HL as see multiple complaints also dividends are paid straight away.

Colgate-Palmolive news going to blow this share apart , massive company going to check what they turnover with there existing product prior

On another note this share is now 24% of my portfolio , still keep the faith 100p my target
wold top slice but made my mind up last week and said no , following my heart and my not be wise then who knows.
We have company's that are worth £500 million but no profit its a strange world.

Compounded growth , with mini extensions announced bolds well for Totally.
Government's do like corporate structures
Trading statement going to be interesting as we know they have grown but by how much , turnover for estimated year £120 million and that's a stab in the dark.

Ocelot77 fantastic post , one that been trying to send out but never thought of the implications of law.
You are correct that Microsoft teams only wants the Internet of things and not deal with complications.
I look at Loopup as a Premium account , servants and waiters at your service.
Yes sir no sir , we will do as we are told.
As said before why would a CEO try and hoist a party when Loopup can and will carry this out , invites , spreadsheets and video presentations.
Been here long time and yes they have adapted well and quick , Zoom as said before can not make out there net profit as there net profit and loss account do not match up also why raise $1,5 Billion on top of that.

Posted

All i can say is a Box of popcorn goes down well here.

From Incontinentia Buttocks

I've completed my worst and best case scenario projections. Worst case scenario (based on 'current' margins and a diminishing growth rate (down to 40%) in year 5), I project a net profit circa $4m. Best case scenario (based on improving gross margins due to economies of scale and increasing efficiencies), I project a net profit circa $12m in 5 years.
Reality is it should be somewhere on the higher end. It takes a special level of pessimism to assume they won't achieve economies of scale or other increased efficiencies and gross margins.
$10m net profit in 5 years is very realistic. Obviously valuation in 5 years will be forward looking so it's very hard to estimate market cap but I believe it will be somewhere in the region of £150-£200m
We know that revenues H1 2021 are already ahead of total revenues H1 2020 so it is very safe to assume a 100%> growth this year (and hopefully closer to the 150% of last year).
At current gross margins they break even at revenues of $6.8m
I have little doubt that 2021 will be break even.
Of course they will likely be bought within 5 years.

sorry could not help saying that , suspect with new tax year gone next week.
The CEO will want to see his investment go up , can not see another 40% in shares allocated but then may be wrong.
Then the shares are low so maybe.
Cat and mouse game

This year Rocket999

lol
The fact the CEO bought £110k shares , is a clear sign all is going well and everything is being aligned for some positive RNS in the next year.

So the idea was in the EU that there will be a national grid for electricity , the idea when Spain produces too much green energy this could be off loaded in other county's.
the problem is politics and the UK does have interconnector with different country's , but when we require the extra demand it all depends on the other country's to say yes as it transpires that this is not the case and the answer is no.
So what you do with extra over supply , convert to Hydrogen on under peak demand.
Hydrogen conversion is not efficient but better then waste the electricity generated , so the question is how much which could be as much as 5% of the electricity generated in the UK.
Then there is BP , build wind power in locations that have no population ( Greenland example ) and convert to Hydrogen and ship.
hydrogen cars , ships , lorry's then trains , list endless

By the way made a mistake on how many IP products have its now Ten forgot about the Plastic side of the IP.

We can expect a few updates on major contract wins in next few months with a RNS in July for update.
If you are law firm , do you really want to host the platform or let Loopup run as a personal service. Invites set . documents loaded and ready to be present & Link those with mobile connections & those on cloud connections. Hence why the investment and recruitment-and sets it apart from zoom.

Alternatively you can save money and host it yourselves - Now CEO load up and present and invite.

You want premium it cost
you want standard it cost you less.

Also another point and one that tried to make head or tail - looking at zooms accounts do not add up or indeed seem to have hidden cost and taking this into account are they truly making a profit

The problem is simple and based on Covid 19 but not what you think , with the amount of workers working from home has created a trend in shares purchased and sold.
To explain this in simple terms there are company's that the share price rockets after RNS or sometimes not ; with the new investors that have more time working at home are impatient and expect 10% gains within a few days.
If they do not see major gains then they sell as have no long term view ( the buzz of making gains ).
Already we see in the chats that you can not wait update so will sell , multiple that with thousands of investors across aim and bang you complain why the share price dives.

Thanks , need details from TP Group as guessing at present
Think TP Group is a great , Marine is the star of the group.
To be fair middle management do a great job , but believe the CEO has had his time now
Main focus should be profit as brokers will just give up on negative cash flow

Must say what dribble , company made a profit and increased turnover.
ARR was only started last March but had traction in July , brokers do not like unknowns so have excluded pay per minute for future calculations .
The problem is simple and based on Covid 19 but not what you think , with the amount of workers working from home has created a trend in shares purchased and sold.
To explain this in simple terms there are company's that the share price rockets after RNS or sometimes not ; with the new investors that have more time working at home are impatient and expect 10% gains within a few days.
If they do not see major gains then they sell as have no long term few ( the buzz of making gains ).
already we see in the chats that you can not wait for Julys update so will sell , multiple that with thousands of investors and bang you complain why the share price dives.
In other words its you the PI that are dropping the price and no one else , this was repeated in the past in November.
Has nothing to do with the company health.
Good luck on jumping share to share ; my your boredom end soon

AJP08 Thumbs up you doing research
Just think this is one of those golden eggs that only comes around every ten years
But i take risks at the start with only one investment except 2 other shares that top up.
In other words invest large and hope research pays off , its worked but not advised.

Sounds like he has given up on the semi lies and wants out , so next RNS is we have given up and lets wind company up