Sopheon Share Discussion Threads

[hawkind] 21/3/2019 22:44

People getting very greedy I see. This share will hit £22 inside 6-12 months IMHO. Ex growth stock lol, only just started to penetrate true markets potential

[tom89] 21/3/2019 21:31

Hindsight is a wonderful thing.

[valhamos] 21/3/2019 18:51

A lot of negative thoughts here and if reflective of a wider consensus will result in a price fall. But worth bearing in mind that profit before tax was $1.2m in 2015 (the first time it broke through the $1m mark) and has now grown to $6.4m in 2018. One would have to think the company's prospects were going into reverse for any price drop to be anything but a temporary aberration imo.

[tim1478] 21/3/2019 17:51

Yep, I meant p/e---(Thanks for the correction) and the stop loss is set at 950. Still expect it to be hit. The shares have had an amazing run and I agree would be a buy if price fell 20 % or so.

[big7ime] 21/3/2019 17:44

I think you mean p/e

[big7ime] 21/3/2019 17:34

Ex growth? Eps too high?
Not making too much sense there Tim

[tim1478] 21/3/2019 13:50

Lots of developments and words but tiny basic eps increase. I set a stop some time ago at 995 and expect it to be hit. It is a good company but eps too high for a share that is ex growth as far as profits are concerned.

[sbs] 21/3/2019 13:40

Only sold out yesterday! Results better than I expected, so back in :-)

[hai74] 21/3/2019 13:15

very good moment to buy now again, Fincapp recmommendation from 14 pound to 15 pound

[hatfullofsky] 21/3/2019 12:42

Profit taking. Solid cash generation and all organic growth. It's a Accumulate for me. If 1000 doesn't hold then it's 900 then 800. Pretty simple stock.

[trinko] 21/3/2019 11:42

Think this is why the stock is down, the think a lower eps in 2019.

Estimates
After a strong FY 2018 we note 1) current revenue visibility and 2) the Board’s intention to speed up investment during the year. In addition, our adjusted numbers are now net of Share Based Payments which look set to remain at the higher level seen in FY 2018 of around $0.5m. They also contain a nominal tax charge although we note Sopheon’s substantial potential deferred tax asset. In combination, we make a minor upgrade to our FY 2019E revenue estimate but increase cost expectations further which leaves Adj EBITDA for FY 2019E a touch below our previous restated estimate and a little lower than the level reported for FY 2018. We introduce FY 2020E estimates which reflect a resumption of good growth in Adj EBITDA

[xajorkith] 21/3/2019 11:18

Not sure what people were expecting after the last update, so somewhat surprised at today's reaction.

Clear long term quality here, so happy to accumulate under £10.

[greatballsoffire451] 21/3/2019 11:17

Heard bamboo sold the open at £11.75

[trinko] 21/3/2019 11:05

I sold in January after the trading update. In my eyes the fastest growth was gone. took my profit, but was not sure now I am.

suc6 to you all

[hopeful holder] 21/3/2019 11:01

The drop looks rather harsh..

[tom89] 21/3/2019 10:34

Yes, it seems some of us never learn and I am one. Now down a huge 137.5. I considered selling yesterday but greed kept me in. I am hoping that when the US market opens this will pick up. I must confess, all that I read about "Our Accolade system", SaaS all seemed a bit far fetched but they're in cash, have a big contract with Herchey so it has to be a good buy. Or should that be goodbye?

[mattboxy] 21/3/2019 09:21

With a dividend of 3.25p quite a long time! But I do get what u mean You would think there's good value here at £8 or anything under £10 if u take a long term view

[mattboxy] 21/3/2019 09:18

Big7imeWhy the aggro? No posts from bamboo and he never boasts after the event just makes some chart based decisions and observations and posts them here Mellow and enjoy life if you don't like chart stuff just ignore. NAI of course!!

[samsj] 21/3/2019 09:17

They might well have expected more from Q4 and sold after the first TU in Jan but now?

Given the consistency of the revenue growth and company performace, is the PE after cash so very high compared to other listed software companies, in US for example, which are loss making?

At £8, even if growth declined, how many years would it take to effectively get your cash back?

[toptrump1] 21/3/2019 08:58

Never take notice of them Rem

[rem108] 21/3/2019 08:55

Broker Target :Sopheon PLC SPE finnCap Corporate NEW TARGET £15

[toptrump1] 21/3/2019 08:50

My £9-70 tgt remains

[toptrump1] 21/3/2019 08:46

The share price is up 50% though over 12mths and 200% over 15mths sam

[samsj] 21/3/2019 08:41

Profit before tax up 25% and cash up 75%. And now people want EBITDA... (they cut in the loan notes which is a one off and leaves insiders with massive skin in the game.)


Strange when we were expecting about 33m revenue and 6m PBT and get 33.9m revenue and 6.4m PBT and shares drop 10%... We had revenue visibility down at 19.4 in January so no surprises there either. And the growth between Jan and now is very similar to last year in percentage terms. All depends on second half. Q4 slowed because Q3 was a record quarter, you're being a touch disingenuous.