Sopheon Share Discussion Threads

[mngf] 22/3/2018 07:59

Haven't fully read the results but noticed the high levels of debtors. Does anyone know the reason?

[interceptor2] 22/3/2018 07:58

Excellent results with plenty of positives it is hard to know where to start.

Maiden dividend and large increase in net cash plus acquisition opportunities mentioned.

Beat estimates easily and worth mentioning that last year they had a tax credit of £1,275, this year it was only £0,243m, which underlines how strongly these improved trading conditions are feeding down to bottom line.

And then we have a very strong Q4 and a strong increase in revenue visibility at this early stage of the new year.

A genuine growth stock...

[chadders] 22/3/2018 07:52

I like this particularly...

"Coming into 2018 and following some early sales bookings at the start of the year, revenue visibility for the year already stands at $19.3m compared to $14.5m a year ago, giving reason for confidence and optimism for the year ahead".

Should be the beginning of a rerate to something closer to it's technology peers in my opinion. DYOR etc.

[modform] 22/3/2018 07:52

Another cash cow like TUNE, there aren't that many companies around like that but I am sure the punters will be selling at the bell. Happy to hold in my small cap pf

[trinko] 22/3/2018 07:52

Is it open lower??

[cfro] 22/3/2018 07:50

These are phenomenal results. The company is absolutely growing like lightening. EBITDA up 43% and PBT up 67%.

It is not often you find such exceptional growth shares like this. I just hope the market dips at the open so i can buy more!

[trinko] 22/3/2018 07:45

And Margin was up to 73% from 70,3

[chadders] 22/3/2018 07:43

hai74, I think you have underestimated the outstanding performance and likely share price reaction in your summary. We will see soon enough though.

[hai74] 22/3/2018 07:19

Hi, saw just the report, but no real new things. I think the stock price will not go up much more, but also not lower.

[bignads] 22/3/2018 07:18

Very good results. Extremely solid in all areas and what is most striking for me is the amount of cash and the level of future visibility on sales. M&A is fine as long as they keep their eye on the prize of ever-increasing profitability.

[rem108] 22/3/2018 07:17

Yes, outstanding, Revenue up from January update. Maiden Dividend.
God's gift, Good luck to all long term Investors here.

[samsj] 22/3/2018 07:14

interesting first mention of "targeted M&A opportunities" - I speculated about this before on here.

Over $10m in revenue forth quarter, which is always their strongest quarter. Consider that revenue visibility is already $19.3m today.

[chadders] 22/3/2018 07:13

Stellar results. Sales up profit up, big increase in cash, visibility up and maiden dividend. Outlook rapidly growing acceptance of Accolade.

[chadders] 21/3/2018 16:38

Well we'll all know tomorrow morning how good this is. GLA

[trinko] 21/3/2018 13:51

I also added yesterday, bit to early 😁

[chadders] 21/3/2018 13:32

Added yesterday, could have got them cheaper today but still very happy with my investment. I reckon tomorrow will be the big move day. Hopefully a dividend policy to be introduced alongside impressive numbers and positive outlook.

[cfro] 21/3/2018 11:27

Spoke too soon earlier. Looks like some nervousness going into results tomorrow.

[bamboo2] 21/3/2018 10:48

Added a few more.

[cfro] 21/3/2018 08:43

Breakout here this morning. Results tomorrow.

[trinko] 18/3/2018 12:46

Thanks a lot Martin!

[martinthebrave] 18/3/2018 11:24

Trinko Have a look at the FTSE All-Share Index Ranking -

Currently the FTSE Small Cap entry level = £197.7m.

Sopheon's Market Cap is £69.7m, so a way to go yet.

[trinko] 17/3/2018 16:52

Could somebody help me with my question. Could it be the Sopheon promote to de LSE small cap by market capitalisation? What market cap must SPE have than.( the bottomline 150 million)?

Thanks for helping me.

Trinko

[trinko] 15/3/2018 18:29

Nice buy's towards the end

16:38:56 686.00 GBX 20,000 137,200.00 Off-book AIMX LRGS
16:38:30 686.00 GBX 20,000 137,200.00 Off-book SINT LRGS
16:18:52 684.00 GBX 2,188 14,965.92 Off-book AIMX
15:58:03 680.00 GBX 10,000 68,000.00 Off-book AIMX LRGS

[cfro] 12/3/2018 11:09

New highs this morning. Not long now until results in about ten days.