Sopheon Share Discussion Threads

[mfhmfh] 09/11/2020 16:15

15,000 bought at 815p

[bamboo2] 28/10/2020 20:05

Stopped at 780

[bamboo2] 20/10/2020 11:29

Wating for momentum to get going...
It's on the turn...

[bamboo2] 20/10/2020 11:25

Added 2x500 at 785

[longshanks] 13/10/2020 07:58

A very interesting strategic appointment. I have been out for a while but am tempted to return.

[bamboo2] 12/10/2020 23:10

He writes well. Interesting and accessible.

[bamboo2] 12/10/2020 11:34

nhb001, published spread is wide, however it normally trades within, so real spread is about 4-5%

[samsj] 12/10/2020 11:19

Important thing for me is CEO needs to focus 100% on “strategic opportunities”.

Hopefully this is true. If so, remember that board own 50%+ of co, 2 founders on board, over 70 and late 60s. Others there for 20 years. Millions $ tied up in illiquid AIM software company. What’s the exit plan?

Is merger with other player a possibility or not? Could lead to a software company with a very impressive client list in total and more or less dominant in this area.

[nhb001] 12/10/2020 09:46

10% spread.

[mfhmfh] 12/10/2020 09:13

new appointment should raise the company profile in the US.

[geraldus] 12/10/2020 07:32

Well,after reading all that I hope the new exec is worth the bucks.Can see an acquisition coming now.

[janeann] 08/10/2020 15:20

Plenty of demand at present as well bamboo. Never really understand this stock moving from huge demand to zero demand on a regular basis.

[bamboo2] 08/10/2020 11:43

Hi gleach, yes the turn is confirmed.
It will be interesting to see what shape pattern the reversal takes.

There has been quite a bit of selling pressure over the last few weeks, but stock availability is thin.

[gleach23] 08/10/2020 10:04

Just joined you bamboo for a trade. Only 250 shares available to buy online @ 780-800 and hoping chart has turned upwards...

[bamboo2] 05/10/2020 11:54

Bought a few here today.
gla

[mfhmfh] 10/9/2020 10:25

18k buy at 905p today

[mfhmfh] 09/9/2020 10:30

Orion Engineered Carbons (OEC) is a huge company. From 2019:

$231m cash from operations.

$355m liquidity at year-end.

It may be that the partnership with Mondelez (which is also a huge company) announced in July this year has raised SPE's profile with the big boys.

Hopefully good momentum going forward now.

All IMHO.

[mad foetus] 09/9/2020 10:19

Nice contract win

[shouldhavesold] 07/9/2020 13:56

Reverse psychology, you think he wants to sell? He doesn’t hold things two minutes.

[vprt] 07/9/2020 10:22

Mind your language, simonh88 - NT posted that on his public website i.e. available to anyone to see, so nobody is betraying any confidence here. He is not exactly shy, so might even appreciate the traffic - see "Diary" at hxxps://www.nakedtrader.co.uk

[mfhmfh] 04/9/2020 07:09

From NT yesterday:

'And added more to the Sopheon (SPE) position. The very
interesting news here is its partnership with the massive
Mondelez which is going live later this year with SPE's
Accolade platform.

Mondelez is a big deal - that company is massive. If this
is the start of other wins the price is cheap and having
this massive name on board is going to help.'

[aimingupward2] 27/8/2020 18:13

Whatever you think of the interim figures it is certainly reassuring to read in the report that “Our broadened mission - from a business that helps R&D organizations to improve innovation, to one that helps major enterprises achieve their strategic goals - has dramatically expanded our horizons and potential. In an increasingly digital world, organizations are challenged to operate with more agility and velocity to survive and thrive; this is where Sopheon can add significant value to our customers. The potential addressable market for this opportunity is very substantial.”

[big7ime] 27/8/2020 17:25

Quite happy taking a 50% profit. It’s a shame but Results weren’t as I’d hoped. Can’t see how these could be called good, hardly a profit, I’d imagine my local pub and restaurant makes more money. 13 deals in the period with 2 from new customers down from 18 and 7, the average deal size was greater, that’s all. Finncap as co broker gave temp relief to slide imo. If they got traction on the number of new clients then I Might revisit in future. But for now this will be my last post. Proceeds added to my hdg in LOOP. Good luck to remaining holders.

[2torrance] 27/8/2020 15:49

Re last year the shares plummeted on 22nd July, it was a tough time, went up a bit at end of August when a dividend was promised but only really started to rock a bit later.