Member Info for yrabsmurruc

and an equally pleasing 2nd post............. B

yep, bit of a bump today, maybe our shorters are having one last go before a pleasing late Jan update...............B

Thanks Cart................. I presume one should never try and talk to the BoD? , you know the ones who you have safeguarded with your money.......... An excellent first post. B

Jammy C............

I see no reason why not...

Hi XXXXXX,

While this is still to be determined by the Board, I can confirm that it would be normal for us to issue a FY2020 trading update in late January or early February.

I share your frustration with the share price. However, with respect, I don’t know how we can make it any clearer that LoopUp is differentiated for Professional Services external client conference calls. However, we’ll take this feedback on board for our preliminary statement in March.
We are indeed excited by our Cloud Telephony pipeline, but as per our November release, this is a nascent pipeline with a likely 6-8 month sales, and so is still exactly that – a pipeline as opposed to converted wins.

Finally, again with respect, I hope you can understand that we extremely busy and I’m going to able to continue to reply to this cadence of messages. I assure you we’re focused on business success to redress the share price and will update the market as it makes sense.

B

I just had a quick exchange of e mails with Steve F, he is still very bullish on prospects and pipeline and states he is disappointed with share price and he and the BoD are working very hard to put that right........ He confirmed they normally put out a TU late Jan/Early Feb. He reiterated how busy they all are [probably code for stop e mailing me!}. but he did take on board my comment that they could do more to show how they differentiate with their PS external conference call offering and this may form part of the March Preliminary statement. It is good when the BoD take on board shareholder feedback......... so we shall see. Looks like a stubborn day on the markets and LOOPUP seems to have had a fairly mixed week... had hoped the monday kick would have held, but alas we may end up flat for the week.......... a good update in 2/3 weeks may do the trick. B

I get your concerns Soder which is why the next update is key. with a 6-8 month gestation period [untested], we are yet to see the conversions to contracts from enquiries from the summer.so q1 may be good....... if they are growing the sales team, one would expect that is because they believe the demand is there.......... a 50% drop on luke warm results in Nov means hopefully a similar size leap if they start to impress............B

apologies, they doubled between 17 and 18..B

Soder, thats a slightly negative view. The company have already stated that the have £34M of recurring revenue for 2021, meaning your projection predicts they will win no new business from their £80M + pipeline. Not sure that is right, however I do understand the worry considering they seemed to double in growth from 2018 to 2019 yet only appear to have grown 20% between 2019 and 2020 which would be of concern, I think 2020 was expecting more, hence why the sp is at the same level as the beginning of 2020......... B

back to pre RNS levels now............ B

seems a big cake............ and Loop currently have an £86M pipeline, so if all goes well, may need a bigger pipe in 2021............ there last big contract awards seemed to be July and August, so not withstanding ongoing trials, there is likely to be news on contracts within the late Jan/Feb TU...............B

From the half yearly:

A $10 billion addressable market by 2024

Covid-19 has precipitated a paradigm shift in remote working and intensified the spotlight on best-in-class solutions that drive business continuity and productive collaboration.



Adjacent to LoopUp's focus on business-critical external client communications, Microsoft Teams has grown incredibly strongly in the market for channelised chat and internal collaboration. Daily active Teams users increased by 70% to 75 million in just a seven-week period during lockdown.



As yet, relatively few larger enterprises have extended Teams into business telephony. However, Gartner projects that 90% of larger enterprises that use Teams will adopt Direct Routing telephony by 2022, a landscape-changing shift from just 10% in 2019.



Wainhouse Research sizes the 2019 cloud telephony market at $13.7 billion, and projects growth to $25.8 billion by 2024. The addressable segment of particular relevance to LoopUp is cloud telephony integrated with 'Teams' UC platforms. This is forecast to grow from $1.5 billion in 2019 to $7.6 billion in 2024, a 38% CAGR. When combined with our existing professional services remote meetings market (approximately $2 billion in 2019 and $2.8 billion in 2024), this leads to a total addressable market of $3.5 billion in 2019 and $10.4 billion in 2024.

An unhelpful UT. Probably correct itself tomorrow. B

Solder, there is an £86m pipeline of jam to convert and a fairly bullish ceo who expects to add th the existing £34m ARR. so should comfortably overtake the £50m estimate revenue for 2020.... still jam till baked I get that. B

Thanks lemonade, unless I missed it, there seemed to be no recognition that debt is significantly down (about £1m from over £10m) and cash in the bank is up. Seems to suggest good profit being made. B

HH, the last Q1 update was 24th Feb 20, so if they do one late Jan that would suggest they have something to say as there is no set timeline for TUs......... and they wouldn't rush to give out bad news, so maybe they have a number of contracts in the bag as the move to cloud telephony was July 20 and they said it took about 6-8 months to convert [meaning Jan/Feb 21 ish]........... so I am being half full here and suggesting we have some good news coming.......... worth the wait I think..............B

Found this little snippet: Have not signed up to the research:

Growth of the cloud telephony market worldwide 2020-2021
Published by Statista Research Department, Jan 11, 2021
The global cloud telephony market is forecast to grow by almost 9 percent in 2020. In 2021 the growth of the market is forecast to be even stronger, when cloud telephony is projected to grow by another 17.8 percent.

A piece of the 20% growth would be nice.....................B

If there is still a seller then it may be connected to our 2 shorters who quite clearly not yet willing to close out their 1M shares and continiue to put an anchor on any recovery..... with the next RNS likely to fill in some dots with contract progress, this may fly back to the £1+ if the news is well received........... leaving a slightly scorched shorter in its path......... game of chicken being played out I wonder...............B

Lamp, as stated, there was a view that users may have started to send people back to work in the summer but that has now reversed so users likely on the up again. More likely we have seen an acceleration of home working becoming a norm so good news for loopup. But nonetheless, good luck with your next investment. B

Swazers?.............. Dirty Dancing and RoadHouse..................... definitely his best films...........B

I missed you too Aiming.......... all out of bashing this one now and with ALB about, not sure I can match his walter mitty tendancies............ I am just sitting in the bunker waiting for that next big RNS from pasty pete.......... I am sure it will be ferry related. B