frusset
30 Jan 2018
Re: Latest Update I just noticed the cap on londonstockexchange "reflects the London listed element only", which might account for the difference.
frusset
30 Jan 2018
Re: Latest Update On Hargreaves Lansdown the PE is now up to 11.80, which is still cheap for a growing profitable tech company.Using figures on Morningstar [link] cash flow (as Net cash provided by operations minus Net cash used for investment) trailing twelve months, was 84.7% of Net income (TTM), which is good for a small cheap growing profitable tech company, IMO (assuming Morningstar's figures are right).I noticed that [link] a market cap of £42.8m, while Hargreaves Lansdown gives £57.40m, and I get £57.40m from this site, multiplying the mid-price by 10m, as in "Shares in issue (m) 10.00" on the Fundamentals tab (under Analysis).
armagain
29 Jan 2018
UPDATE FANTASTIC !
midcapper
29 Jan 2018
Latest Update [link] you're having difficulties "seeing" RNS on this site, you can see the full update on the Sopheon website.Previous posters have questioned the undervaluation of this company - perhaps due to scepticism about the actual product/service. I'd like to think that this latest update will go some way towards quashing the negativity: you simply can't argue with the numbers. 2018 revenue visibility already at £18m vs £13m in 2017, and a cash balance of nearly £10mI'm conflicted about whether I'd rather see a dividend announcement in March, or strategic investments in product development and sales. Either way, it appears that the future is bright.
Ramptastic
05 Jan 2018
Re: Trading Update There’s scepticism about what they do, but their web site parades a decent list of customers.J
frusset
04 Jan 2018
Re: Trading Update I don't know why the shares are so cheap. Hargreaves Lansdown gives a P/E of 8.28. The financial record looks fairly good, though with a loss in 2014, the balance sheet is strong (from the interims), and now there's a positive trading update. I hold some SPE but I can't help wondering why the market has been so negative about the stock.
Ramptastic
04 Jan 2018
Re: Trading Update Just bought in on the back of Paul Scott's comments and checking the company's metrics on Stockopedia. I missed the first 20% rise but caught the last 10%.Looks like a super little business which is on an undemanding valuation - even after today's rise.Jim
midcapper
04 Jan 2018
Trading Update As trading updates go, this one appears to have been written by Carlsberg.It's been a very long journey for me, so I'm pleased that my original analysis of this company is at last being proved correct. I'll leave the detailed analysis to Zulu once he's had a chance to update his/her charts, but this one is definitely a long term hold for max value, IMO.
charlie51
12 Oct 2017
Directors Share Dealing Moving shares from SIPPs to ISAs...must be getting ready for the day they announce the introduction of a dividend...
armagain
23 Mar 2017
STRONG SET OF RESULTS Highlights:· Revenue: $23.2m (2015: $20.9m)EBITDA: $5.2m (2015: $4.1m)PBT: $2.7m (2015: $1.2m)
armagain
11 Mar 2017
GOOD LUCK TO ALL INVESTORS The Board also expects that, even when excluding the impact of the positive foreign exchange effects, EBITDA will be ahead, and pre-tax profits significantly ahead, of current market expectations. Sopheon intends to issue its results for the year ended 31 December 2016, on 23 March 2017.
zulu principle2
12 Feb 2017
More to come I think there is more to come2016 Forecast EPS 20.4p EPS Growth 117.5% PER 20.8 PEG 0.18 2017 Forecast EPS 25.7p EPS Growth 26.0% PER 16.5 PEG 0.64 2016 is over so we should be looking at 2017. We know that they have beaten 2016 forecastsFor 2017 the valuation is still good. PER of 16.5 and a PEG of 0.64The above EPS forecasts does not include upgrades from the last trading statement.As a reminder "The Board also expects that, even when excluding the impact of the positive foreign exchange effects, EBITDA will be ahead, and pre-tax profits significantly ahead, of current market expectations"You cant ask more from a trading statement "pre-tax profits significantly ahead, of current market expectations". Run your winners.If you look at the charts then its quite possible its could drop a bit before it rises again.I'm looking for around £5.20 before I reduce holding but that could change when I see the new 2017 & 2018 EPS forecaststo exchange views on shares@GrowthStocksUK
dombip
10 Feb 2017
Re: Wow I'm here, like you amazed at having been so successful in such a short space of time (bought in at 65p id i remember rightly).
okgetreal
10 Feb 2017
Wow I've now reduced to my last 2000 shares as I believe the price now more than well reflects the value of the business. I might be wrong but I have other priorities and it is priced a 10x where I purchased the majority of my shares. What ever magic the management have done here I would welcome them to look at Newmark Security which was a 5x bagger for me before falling back. I've now added again there and they could do with the magic.....Well done everyone who invested here, although given the chat, there are not many....
armagain
25 Aug 2016
RE:BROKER NOTE TODAY Date Broker New target Recomm.25 Aug finnCap 360.00 Corporate
