Sopheon Share Discussion Threads

[janeann] 20/12/2021 17:19

yes everything looking positive.........just totally off the radar...less than 1k hares traded!

[aimingupward2] 20/12/2021 13:21

Encouraging acquisition and trading news this morning. Further t.s. to come late Jan'.

[boadicea] 10/11/2021 15:38

Picked this up on the advfn Financials page and then checked elsewhere.
Just a word of warning - advfn have divided the share price in pence by the earnings in cents to get the wrong p/e and countless other ratios, so not quite the bargain suggested there! However on reviving fortunes it still looks interesting.

[aimingupward2] 25/8/2021 20:07

Forgive me if this seems unhelpful, hai74, but it clearly depends on how far into the future you are thinking of. One can only generalise and say that if the company continues to grow at, say, 20% per annum, the share price will follow suite, give or take a fair percentage dependent upon general market conditions and sentiment.

[hai74] 25/8/2021 17:47

Nice result, what will be the price for this share in the future?

[aimingupward2] 25/8/2021 12:59

Very good interim results and outlook this morning. It's very surprising to me that so few people seem to be aware of this company and it's prospects.

[its the oxman] 25/8/2021 07:51

Be good to hear any broker comments etc. Suspect we could yet get tipped and see some sustained buying now. The next few weeks could be interesting.

[mfhmfh] 25/8/2021 07:39

hopefully revenue can match that of 2018 after which company started focusing on SAAS model. in previous years 2nd half as always been stronger especially Q4.

cash pile building up.

All IMHO.

[janeann] 25/8/2021 07:36

certainly would oxman..... patience is needed with this one!

[its the oxman] 25/8/2021 07:30

Should try to break 1000p level now. Would be nice.

[rem108] 25/8/2021 07:28

Excellent results,big clients & no debt

[its the oxman] 25/8/2021 07:18

Good results and some upward momentum. Bodes well.

[janeann] 25/8/2021 07:09

well perfectly respectable results imo. Just needs a few buyers to get the price moving a little... or more!

[thaiger] 24/6/2021 15:57

Small amount of transactions: Buy @ 920 v Sell 877 & 850!Must be the spread that put people off!!

[donald pond] 23/6/2021 07:19

Surely someone has to take over SPE soon?

[mfhmfh] 23/6/2021 06:59

this is surely the work of Greg Coticchia, CEO, with his US links?

very positive IMHO.

[janeann] 23/6/2021 06:24

Pretty positive ...Sopheon today announced that it has received Authority to Operate (ATO) for the Naval Sea Systems Command (NAVSEA). With a fiscal year budget of nearly $30 billion, NAVSEA is the largest of the Navy's five system commands. NAVSEA's military and civilian personnel engineer, build, buy and maintain the Navy's ships and submarines.

Accolade is Sopheon's award-winning innovation management platform that connects people, systems and information across departments and functions. This collaboration and synchronization results in trusted, timely data for faster, better and more dynamic decision-making.

[mfhmfh] 10/6/2021 11:17

From today's RNS:

'Customer retention has been strong; and coupled with new orders, ARR has risen above $19m compared to $18m at the end of 2020. Visibility for the full year 2021 now stands at $28m, compared to $23.2m at the time of our AGM announcement last year, which is very encouraging.'

Revenue $30m in 2020.

4th quarter has historically been company's busiest.

[aimingupward2] 10/6/2021 08:08

An encouraging update and a good company in which to have and hold shares. Just a little buying this morning has pushed the share price up 40p so far.

[vprt] 10/6/2021 07:49

I would have loved ARR to have grown a bit more than from $18m to $19m and some more new customers, but they show good visibility at this stage of the year ($28m) with plenty of scope to close a few new deals to end 2021 well.

The tone in their communication is nuanced, which I like - it builds credibility.

The growth initiatives (new commercial hires, new product development) and the SAAS transition are on the right track for future growth and (medium/longer term) increased profitability. Slight worry about risk of M&A mis-steps, but let's see.

I am happy to hold and for the company to remain under the radar for the time being.

[robow] 10/6/2021 07:32

well I'm still here and happy with that update

[janeann] 10/6/2021 07:04

well decent update and not a singe trade so far. Must be off most folks radar now.

[aimingupward2] 02/6/2021 16:47

It's market cap' is still a little below the £100m mark, but when it gets above that perhaps institutions, who do not invest in companies below this threshold, will want accumulate a stake here.

[vprt] 02/6/2021 15:28

It was an RCS (rather than RNS) about an existing customer, so it should perhaps not "count" for much in the eyes of investors. But with 3M well known in the business world for excellent innovation management, the global deployment with 3M is as good a reference as you can get in this area. So I was also impressed - and remain happy to hold.