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No Social License to Build Pipelines

No Social License to Build Pipelines
Increasing Need to Care for Existing Infrastructure
Back in our February 2020 Fossil Fuels Aren’t Going Away – Not Your Typical ESG Investment report, Sophic Capital made the case (based on EIA energy production/consumption data) that the United States is decades away from transitioning to renewable energy and that reliance on American fossil fuel pipelines will continue. Recent developments in the pipeline industry support our thesis, and why investors should consider investing in OneSoft Solutions (TSXV:OSS, OTC:OSSIF), a Sophic Capital client.
Hydrocarbon Protestors Focused on Blocking New Pipeline Infrastructure
To reduce hydrocarbon dependency, many green energy activists are […]

By |July 8th, 2020|Sophic Capital|Comments Off on No Social License to Build Pipelines

Sophic Insights – Undiscovered and Undervalued Smart Buildings Leader

Undiscovered and Undervalued Smart Buildings Leader
— IoT, Cloud and SaaS Technology —

In our Smarter Buildings through IoT, Cloud and SaaS Technology report we highlighted that buildings generate about 40% of all greenhouse gases and waste approximately 30% of the energy consumed. We also shared that SaaS, cloud, and IoT solutions that analyze and quantify building energy consumption, waste and Greenhouse Gas emissions is an evolving industry worth hundreds of billions of dollars.  This is likely why Amazon announced this week that it is launching a $2 billion fund to invest in climate technologies.

Kontrol Energy (CSE:KNR, OTC:KNRLF) is […]

By |June 25th, 2020|Sophic Capital|Comments Off on Sophic Insights – Undiscovered and Undervalued Smart Buildings Leader

Sophic Insights: Smarter Buildings through IoT, Cloud and SaaS Technology

Smarter Buildings through IoT, Cloud and SaaS Technology
A High Growth ESG Sector that is Rapidly Consolidating  
Two Problems Creating a $100 Billion Annual Opportunity in North America:
Problem #1: North American buildings waste up to 30% of the energy they consume due to lack of intelligence and technology.

Problem #2: Ask people what the biggest emitter of greenhouse gases (“GHG”) is and they’ll likely say “cars”. Actually, buildings generate about 40% of these gases.

Combined, energy waste and GHG emissions represent an annual addressable market in North America of US $100 billion. Globally these problems scale the addressable market to about US […]

By |June 23rd, 2020|Sophic Capital|Comments Off on Sophic Insights: Smarter Buildings through IoT, Cloud and SaaS Technology

(NTS:TSXV) – Wanna see some serious tech?

Growth is on track at the Company.

As of March 31, 2020 Nanotech  had $9.2 million of cash and short-term investments and no debt.

Management reiterated annual revenue growth in the 10% to 20% range.

Currently the company is trading at 0.4x price/book value, assuming no value for the patent portfolio.

And just in case you didn’t think that Nanotech Security had IP, check out their state-of-the-art production facility at Thurso, Quebec.

By |June 18th, 2020|Sophic Capital|Comments Off on (NTS:TSXV) – Wanna see some serious tech?

Legendary Insights from Legend Power System’s Q2 2020 Conference Call

Last week, Legend Power Systems (LPS:TSXV), a global leader in onsite energy management technology for buildings, reported an improving outlook as economies emerge from the coronavirus pandemic. On the call, which we recommend you listen to, management outlined several nuggets that make the 60 minute call well worth your time.  For those of you that are more inclined to read the highlights we have put some of the key points below that illustrate the business is at a turning point. 

The replay for Legend’s second quarter of fiscal 2020 conference call, recorded on May 28, 2020 can be found HERE.The Key Highlights of the […]

By |June 1st, 2020|Sophic Capital|Comments Off on Legendary Insights from Legend Power System’s Q2 2020 Conference Call

OneSoft Solutions: CEO Answers Investor Questions

Two weeks ago, OneSoft Solutions CEO Dwayne Kushniruk hosted an investor presentation at the Planet MicroCap Showcase event.

Several investors fielded questions, but due to time constraints Mr. Kushniruk couldn’t answer them all. However, we present these questions and Mr. Kushniruk’s answers following the video presentation and disclaimer below.

Disclaimer

The following questions were asked by attendees of the Planet MicroCap Showcase Virtual Investor Conference held on April 22, 2020. Management is providing responses to the questions asked, for which insufficient time during the meeting was allotted to respond.

All information discussed herein has been previously disclosed in public filings, including the […]

By |May 5th, 2020|Sophic Capital|Comments Off on OneSoft Solutions: CEO Answers Investor Questions

 Kraken Good Investment!
We understand that investors flee stocks when systematic risk prevails, and the current market meltdown has spared few microcap stocks. Kraken Robotics (TSXV:PNG, OTC: KRKNF), a Sophic Capital client, was no exception. But in our Microcap Investing in a Crisis report we detailed how microcaps (especially those with strong balance sheets) typically outperform large-, mid-, and small-cap stocks after bear markets end.  

Coming into this bear market, Kraken’s management announced steady contract wins over the past 13 months:

Jan. 23/20 8-year framework agreement signed with international defense contractor
Jan. 20/20 Finalize OceanVision contract with Ocean Supercluster & industry […]

By |March 26th, 2020|Sophic Capital|Comments Off on

Fake Products Is Not Fake News
Trafficking counterfeit goods kills people, enriches criminal organizations, destroys jobs, and shrinks economies. Alarmist? Consider this data:

72,000 to 169,000 children may be dying each year from pneumonia due to substandard and falsified antibiotics
116,000 additional deaths from malaria could be caused every year by substandard and falsified antimalarials
1 in 10 medical products circulating in low- and middle-income countries is either substandard or falsified
90,900 direct and indirect jobs are lost annually in Europe due to counterfeit goods
Trade in fake goods is now 3.3% of world trade and rising and could become a […]

By |March 20th, 2020|Sophic Capital|Comments Off on

Microcap Investing in a Crisis

We hope that you, your family, and colleagues are doing well. Crises always create fear and stress, but somehow, someway, we manage to come out the other side mostly intact. Consider that over the past 100 years, we have:

• survived pandemics that killed millions, like the Spanish Flu, HIV/AIDS, Asian Flu, Hong Kong Flu;
• recovered from over 30 wars, including WW1, WW2, Korea, Vietnam, Persian Gulf, Afghanistan War, Iraq, and;
• withstood global warming, global cooling, ozone deterioration, acid rain, gas crisis, Y2K and 9-11.

Although the current financial market crisis is not as important as your family and friends, we survive […]

By |March 19th, 2020|News, Sophic Capital|Comments Off on Microcap Investing in a Crisis

PPIM – Machine Learning and Data Science Adoption Slow but Interest Booming

Last week, we attended the Pipeline Pigging and Integrity Management Conference and Exhibition (“PPIM”), the pipeline industry’s only forum devoted exclusively to maintenance, inspection, and integrity evaluation. We wanted to see the extent to which the industry was embracing machine learning to manage and protect its most valuable assets – pipelines. In this report we detail our findings, but before we dive in below is a brief summary of our last report.

In our report ESG Investment for the Petroleum and Gas Pipeline Industry, we detailed that:

Sophic Capital client OneSoft Solutions (OSS:TSXV, OSSIF:OTC) is an Environmental, Social and Governance (“ESG”) […]

By |February 25th, 2020|Sophic Capital|Comments Off on PPIM – Machine Learning and Data Science Adoption Slow but Interest Booming

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