Sopheon Share Discussion Threads

[samsj] 12/1/2018 19:19

LRM - 11 Jan 2018

Takeover by Vermeg Group N.V. ("Vermeg"), the financial software provider

-Values company at 52.08 million, 98.5% premium to sp
-6 months to Sept '17- loss before tax 5.9m. But "record pipeline"
-Year to March 17- rev 34m, cash balance 7m, adj EBITDA 2.6m


SERV - 23 November 2017

By Montagu Funds

-Values company at £223.9m, 19.8% premium to sp
-6 months to June '17- PBT £4.3m
-Year to Dec 2016- rev £61m, cash -9.6m [net DEBT] due to acq , PBT £9.5m


Cash flow from op act: 2016- 8.4m 2015- 19.6m


SQS - 15 December 2017

By Assytem Technologies SAS

-Values company at 281m, 56% premium to sp
-6 months to June '17- adj PBT €12.8m
-Year to Dec 2016- rev €327m, cash
-12.4m [net DEBT], adj PBT €24.4m


SPE

-6 months to June '17- adj PBT $1.8m
-Year to Dec 16- rev $23.2m, cash 10m?, EBITDA $5.2m

Cash from op act- $5.4m

Notes- increasingly large insider holdings; Mence 64yrs old; Dev-Factory FZ-LLC, ESW Capital? (April 2015 RNS)

[chadders] 12/1/2018 16:02

It's been a fairly disappointing 12 months but I feel the next update, before month end, will lead to a significant re-rate. Agreed hh, seriously undervalued and I expect us to join the dividend list as well so SPE will be more attractive to investment funds going forward.

[rem108] 11/1/2018 20:10

dixies, thanks

[dixies] 11/1/2018 15:04

Finn also said that it's previous target of 620 is now a minimum target.

[gleach23] 11/1/2018 13:42

Yes it's on page 14 ;)

Doesn't tell us anything new but does say that, although SPE didn't quantify the anticipated outperformance in the recent update, the fact house broker FinnCap felt it prudent to suspend 2017 & 2018 estimates until further info becomes available suggests it could be substantial.

[trinko] 11/1/2018 12:58

Gleach could you place the page? Cannot find it.(Cann't read it)
Thanks

[gleach23] 11/1/2018 12:51

Bullish (unsurprisingly) half page update in Shares today will have helped sentiment

[nimbo1] 11/1/2018 12:32

ive just had to battle hard to get 5000 shares here. last price 480, so will move quickly if more buyers come along.

[bamboo2] 09/1/2018 15:05

Hi Trinko, No access to sdvfn charts until this evening. From Tradingview [last market pricing based, rather than the Mid-prices used by advfn]...

A Breakaway Gap up opened 4/1/2018. Bullish candle formed a flagpole. Flag/pennant consolidation now taking place. The gap zone becomes long term support, if needed.
Any retrace is unlikely to fall below approx 410 [50% retrace of prior move/flagpole height]

Target price is based on 60% of the flagpole height [approx min. 80p], measured from the lowest point in the consolidation. Will follow up with chart later.

Edit, chart added, target price subject to change. Flag pattern not yet confirmed.

[blue sky territory] 04/1/2018 17:47

All having a good day then.

Not overbought yet.

[cfro] 04/1/2018 17:39

Absolutely stonking day today. Never expected a 31% move.

[samsj] 04/1/2018 16:19

What a difference a day makes! The market can be strange. We had good idea 4th quarter would be strong (1071) but was just totally mispriced. Well done and good luck for rest of the year.

[its the oxman] 04/1/2018 16:12

Could see 500p tomorrow.

[martinthebrave] 04/1/2018 15:24

longshanks thanks!

[silverfern] 04/1/2018 15:16

Small tech companies give you grey hair most days. Today is a blonddd...is a blornd.. Oh I can't spell it, but you know what I mean!

[longshanks] 04/1/2018 13:53

Pretty Damned Quick

[montyhedge] 04/1/2018 13:02

These little tech companies been great for me, Sopheon, Kainos, the next one waiting a trading update in January is Scicys Plc at 118p. Small tech companies rule.

[trinko] 04/1/2018 12:27

Martinethebrave what means PDQ?

Thanks

[martinthebrave] 04/1/2018 12:21

interceptor2 The rules changed for AIM Directors last year. The closed period is now 30 days prior to all "price sensitive" updates.

Looking good here. Clear air up to 500p which I expect to be breached PDQ! GLA

[chadders] 04/1/2018 11:03

i2 I think you are correct. Not sure if they can act if info is in the public domain though.

[chadders] 04/1/2018 10:24

Well done Lb. Much more to come I reckon.

[lancasterbomber] 04/1/2018 10:15

Well i first brought at 404 and a further tranche at 490 when I thought they were going up, only to see them to 340!!
Fortunately I held on and feel I have been rewarded for my loyalty this morning