Sopheon Share Discussion Threads

[nhb001] 25/1/2021 11:56

Good solid update.

[robow] 25/1/2021 08:23

from Progressive Equity Research .
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A strong Q4 and good visibility into FY 2021E
Sopheon’s trading update for the end of 2020 shows that the historical weighting to Q4 for revenues again produced a strong end to the year, ahead of Q4 2019. Revenue is expected to total around $30.0m with Adjusted EBITDA of c. $5.6m. We reintroduce estimates for FY 2020E which reflect those numbers. The proportion of recurring revenue increased again during FY 2020E. That mix shift within strong sales bookings growth of 23% during the year means that much of the associated revenue will be recognised future years. With ongoing sales traction, we continue to see Sopheon as well-positioned with highly appropriate solutions which meet the needs of businesses to innovate and digitalise at a faster pace. Sopheon is proving itself highly capable of selling despite the Covid-19 challenges, and we believe the group’s products will become more relevant and more in demand precisely because of the race to digitalisation that Covid has so clearly accelerated.

[sev22] 25/1/2021 08:19

Net cash at year end of $21.6m continues to enable the board’s positive strategic choices including increased R&D.

[sev22] 25/1/2021 08:15

There is a full write-up on this morning's trading update available (free registration) on the House Broker's web-site.

finnCap re-iterate their 1200p price target.

[janeann] 25/1/2021 07:38

Nice to see more large contract wins; LG, Du Pont etc

[amt] 25/1/2021 07:29

More than satisfactory.
Not going to set the share price on fire but a good base to rebuild from once growth resumes.

[hai74] 25/1/2021 07:20

Nice update this morning, what would we the impact today?

[janeann] 23/1/2021 07:05

Both Tuesdays …….

[sev22] 22/1/2021 16:08

The company provided an update on the Group's performance for the year ended 31 December on the 28th of January last year and the 29th the year before that. Therefore we should get some news next week, from Monday onwards. Let's hope it's positive.

[janeann] 22/1/2021 10:49

well there is still plenty of strength here - can sell over 2k with an online quote which is unusual for spe. Looking forward to some news

[gswredland] 18/1/2021 20:23

Shame it's not ST but price going in the right direction!

[gleach23] 18/1/2021 16:47

Thanks for confirming not ST samsj

[samsj] 18/1/2021 15:50

No was not one of ST's 3 stocks. It was moved by relatively chunky trades of up to 5k shares. As you could see in mid December some stock has been changing hands.

Likely date for update is next Tuesday. If I remember correctly, was a bit of a no-brainer going into Jan 2017 based on what we knew of sales etc then. 2018 - I think it was a bit more of a surprise?- and came through really as a result of understanding the operating leverage when things go well.

I'm not expecting much at all this year due to Covid. Most interesting thing was in the October RNS that Michuda would "intensify his focus on strategic partnerships and acquisition opportunities". Hopefully code for trade sale or takeover ...or something that will benefit shareholders!

[gleach23] 18/1/2021 13:09

Monday midday moves often involve a Simon Thompson tip. I can see today he is highlighting 3 technology companies but don't subscribe so can't see if SPE is one of them - I suspect it might be.

[janeann] 18/1/2021 12:37

chargeing 8.87 for a few now. but I can sell 2k at 8.50 or 2.4k at at 8.30.

[its the oxman] 18/1/2021 12:27

Why the move?

[mfhmfh] 18/1/2021 12:23

sudden spike at 12.00 - news leaked?

[sev22] 18/1/2021 12:15

I am unable to buy any shares at the moment!

The technicals have reversed in the last hour.

[geraldus] 15/1/2021 06:13

Update by the end of January I would expect.Almost flatlining.

[mcbabs] 30/12/2020 09:05

Hopefully we get a positive trading update soon.

[amt] 29/12/2020 13:32

Looks like the share that has been forgotten

[aimingupward2] 16/12/2020 20:40

There could well be a trading statement in the next few days. Perhaps there is some anticipation of a positive outlook.

[hai74] 16/12/2020 18:38

lot of trades today, anyone a guess what happens ?

[bamboo2] 19/11/2020 17:30

My last two trades stopped at approx b/e.
Possible turn showing on chart for tomorrow 20/11/2020
Hoping it's third time lucky, bought a few at 789

gla

[aimingupward2] 17/11/2020 10:49

Goodness me. Are we actually seeing some small signs of life here?