Sopheon Share Discussion Threads

[runthejoules] 30/3/2017 10:40

Good god, it's G4M all over again. Someone wake up Naked Trader and tell him to buy the dip! :-)

[trinko] 29/3/2017 18:17

Something to cheer up

2017 DTIM INTERVIEW 4 Sopheon about Technology Roadmapping and Scenario Techniques

www.youtube.com/watch?v=GshWTgA4JW0

[eagle eye] 29/3/2017 16:35

cfro,
Just thought I'd flag it up. I know you run a zulu approach and keep an eye on having a 'margin of safety'.
Cheers
EE

[samsj] 29/3/2017 15:33

Who put a 31c (?) price target on 2017, and why? Could you expand?

With 14.5m revenue visible (which suggests growth has not slowed yet) I don't see how you can run the sums (with the gearing) and not get a decent diluted eps for 2017. Sopheon should be approaching $15m cash in the bank. Dilute everything due for 2019 and you've still only a 50m market cap. Barry Mence&co won't want that as a dividend or to sell the co.?

This is basically a privately held company, or at least 60% of it is.

But of course there will be profit taking, and substantial volatility, like in November when people were selling for 240p when every indication was revenue was up and so you'd get a substantially ahead update in a couple months...

[cfro] 29/3/2017 15:23

eagle eye,

Thankyou for your kind advice but i have my own forecasts in mind as i fully expect broker forecasts to be beat, once again, this year.

For the time being i value this fast growing company on an historic adjusted earnings basis and with current PE way below ten, personally, i think this is out of line by some margin.

[esther1975] 29/3/2017 14:51

Sorry you're

[esther1975] 29/3/2017 14:51

That's why your called panic investor

[panic investor] 29/3/2017 14:48

I see a large market correction coming and very soon

[eagle eye] 29/3/2017 14:44

cfro,
I suggest you check out the revised broker forecast for FY17.
On that basis, I don't think SPE is now particulary cheap.
Best wishes
Eagle Eye

[orange1] 29/3/2017 14:32

And since when were market makers in the business of anticipating what shares magazines are going to tip? They just respond to demand and make money on the spread. There is no need for them to take positions and it makes no business sense for them to do so.

[samsj] 29/3/2017 13:06

When were IC and SCSW big supporters of SPE? I can't find a single mention in either archive.

I think Sopheon will be sold before long. but many selling shares on news and realising that, w dilution and adding back tax, there might not be loads of immediate upside here. I hope they are wrong.

[cfro] 29/3/2017 10:30

Historic PE is way below ten here. The market is simply not valuing this company in any fair way at all imo.

[trinko] 29/3/2017 10:00

Bahi what is IC and SCSW??

Thanks trinko

[bahiflyer] 29/3/2017 09:45

Looks like a couple of things happening today.
First there was some small selling, probably due to profit taking from a nominee account to have cash ready for new ISA allowance on April 4th.

Also noticed mm's taking the opportunity around this to sneakily lower the share price when there was no selling action to try and trigger stop losses. No doubt they want to load up with cheap shares ahead of any publications such as IC or SCSW, which will come out later this week and undoubtedly champion Sopheon.

So I also took up the offer for some cheap shares.

[pj 1] 29/3/2017 09:38

I have decided defensively to take profits this morning, and now only have a small holding.

I expect to be back at some point soon

[runthejoules] 29/3/2017 09:24

Buying the dip - 440 is supporty!

[bamboo2] 24/3/2017 19:05

Hi LM, that makes sense. I will try that approach on some charts I have in mind, and see if I can get a similar correlation. There are a few ideas I could share, based on patterns, which have worked for me.

I don't want to do too much o/t on the spe thread, where should I reply? Do we need another thread for this kind of thing?

[luckymouse] 24/3/2017 18:16

Hi Bamboo - continued over on my thread (IT)
Cheers LM

[essential] 24/3/2017 16:18

Just require a break of 500p for a new breakout - hopefully on good volume

[bamboo2] 24/3/2017 13:53

Hi LM, I am unfamiliar with the term bootstrapping fibs, can you say a little more about this method of extending fibs? Is it a quick way of sidestepping the calcs normally used to measure extentions?

[luckymouse] 24/3/2017 13:41

Bootstrapping the 23% onto the 50% fib

free stock charts from uk.advfn.com

[trinko] 23/3/2017 22:29

From vector vest before de earning release Target 810 Pence

EPS (Earnings per Share): EPS stands for leading 12 months Earnings Per Share. SPE.L has a forecasted EPS of £0.28 per share. VectorVest determines this forecast from a combination of recent earnings performance and traditional fiscal and/or calendar year earnings forecasts.

P/E (Price to Earnings Ratio): P/E shows the dollars required to buy one dollar of earnings. SPE.L has a P/E of 17.51. The average P/E of all the stocks in the VectorVest database is 27.55.

[kryptonsnake] 23/3/2017 18:58

Yeah he's topped up. I was expecting us to finish above £5 today, give it a bit of time...

[esther1975] 23/3/2017 18:54

Naked trader has bought some more ?