Sophic Capital - Sophic Capital

CES Day 2 – We Kind of Failed You

CES is a darn big show. We planned to visit several booths yesterday but didn’t due to a combination of informal meetings, spotting cool stuff that we just had to investigate, and being lost; all slowed us down beyond elbowing our way through the 2.4 million square feet of exhibits. And although we didn’t accomplish as much as we wanted, we still uncovered some jewels that relate to tech themes we believe will blossom into multi-billion dollar industries.

Click here to read more of Sophic Capital’s – CES Day 2 report.

By Sophic Capital|January 7th, 2016|Sophic Capital|Comments Off

CES Day 1: Stats & Thoughts from Tech Leaders

Sophic Capital is at CES 2016 in Las Vegas. Day one was filled with product announcements (which we didn’t attend). But CES also had several keynote session and panel discussions. We discovered what’s on thought leaders’ minds. Wednesday, though, is when the convention floor opens, and we’ll find out what’s going on in consumer electronics. Preliminary data and conversations indicates that virtual reality, automobile technology, and wearables are at the forefront. More of that to come in the coming days.

Download Sophic Capital’s CES Day 1 report here.

By Sophic Capital|January 6th, 2016|Sophic Capital|Comments Off

Watch Sophic Capital’s President and CEO Sean Peasgood Talk Tech on BNN

Watch video here.

By Sophic Capital|December 11th, 2015|News, Sophic Capital|Comments Off

TECH THEMES FOR 2016

TECH THEMES FOR 2016
MINING FOR SMALL-CAP TECH GEMS

December 1, 2015 – The stock markets are recovering from summer’s ugly sell-off. Small-cap stocks got slaughtered, and when small-cap stocks get slaughtered, a lot of Canadian small-cap technology stocks are crushed. Summer was no exception and combined with tax-loss selling we think some names are set up well for 2016. Thankfully, at least from a stock-market perspective, summer is over, and investors are starting to get interested in good stocks again. If you’re an optimist, you know the summer slaughter was a temporary blip over the long-term, and small-cap tech stocks are […]

By Sophic Capital|December 1st, 2015|Sophic Capital, Video|Comments Off

Drones: From Air to Water

ABSTRACT: The aerial drone market could be cumulatively worth $91 billion over the next decade. As attractive as this market is, Sophic Capital believes that there is a nascent drone market which could prove more lucrative to investors – sea drones, or unmanned underwater vehicles.

Water covers over 70% of the Earth, yet we’ve explored less than 5% of seabeds due to the sea’s hostile environment, an environment better suited for machines than humans. We believe the unmanned underwater vehicle industry, which MarketsandMarkets estimates will be worth $4.8 billion by 2019, will ramp in a similar manner to its aerial drone […]

By Sophic Capital|September 14th, 2015|Sophic Capital|Comments Off

Drones: A Rising Market

Abstract

The unmanned aerial vehicle (drone) market is expected to be cumulatively worth $91 billion over the next decade. Although military spending dominates the industry, the industrial and consumer markets are quickly adopting drones and have decades of growth ahead.

This is the first of two Sophic Capital reports about the drone industry. Our second report will focus on how drones will work in earth’s final under-explored frontier – the sea.

Five Reasons to Read this Report

The aerial drone market could cumulatively be worth $91 billion over the next decade;
Military spending on aerial drones continues to ramp;
Consumer and industrial adoption of aerial drones […]

By Sophic Capital|September 8th, 2015|Sophic Capital|Comments Off

VIRTUAL REALITY IS READY FOR GAMERS

E3 Increases our Confidence that 2016 Will Be a Breakout Year for VR

ABSTRACT: Last week, we attended E3, the gaming industry’s premier convention. Virtual reality was prominently featured, and we got to try the newest Oculus Rift and Sony’s Project Morpheus. Unfortunately, we couldn’t try Microsoft’s HoloLens, but we spoke with some gamers who waited up to 8 hours for the demo. Other gamers and industry enthusiasts we spoke with were adamant that virtual reality is real and will have a stable home within the gaming community. The hardware appears ready, and the games and content (which we believe will […]

By Sophic Capital|June 25th, 2015|Sophic Capital|Comments Off

AUGMENTED REALITY: GLASSES GETTING CLOSER TO REALITY

Awed by the AWE 2015 Conference

Abstract: We briefly discussed the potential of augmented reality in our three virtual reality research reports. We knew that augmented reality is a more mature and larger market opportunity than virtual reality. However, it wasn’t until we attended AWE 2015, one of the industry’s most important conferences, that we realized how far the technology in the glasses (or heads-up displays) has advanced. Although it is still likely years away for smart glasses to be commonplace, we are convinced that augmented reality will change the world in the same scales as radio waves, the transistor, and […]

By Sophic Capital|June 15th, 2015|Sophic Capital|Comments Off

The Inside Story from the Inside 3D Printing and 3D Printshow Conferences

3D printing is a technology that could be worth $21 billion by 2020, according to Wohlers Associates, Inc. Last week, in New York, we attended two industry conventions to speak with 3D printing executives and e are unreliable; materials could be the next big growth area; content could be king; artists are rapidly adopting the technology; manufacturers will have to rethink designs. What surprised us the most was the perception that there aren’t that many reliable machines out there. This leads us to believe that any company producing an out-of-the-box, easy-to-use, reliable 3D printer has a definite advantage in a […]

By Sophic Capital|April 22nd, 2015|Sophic Capital|Comments Off

COUNTERFEIT PHARMACEUTICALS

A Simple Solution to Protect Consumers and Pharma Companies from Dangerous Fake Drugs

April 8, 2014

The counterfeit pharmaceutical industry could be worth as much as $200 billion annually, which is slightly less than the $246 billion illicit drug trade. Criminal organizations are largely behind these counterfeit operations which could cause one million people to die this year. Nanotech Security, a Sophic Capital client, has a solution successfully deployed in the banknote industry which is portable to prescription pills. The technology is called KolourOptik, and it is a low cost, end-user engaging, near impossible to duplicate anti-counterfeiting technology that can be created […]

By Sophic Capital|April 7th, 2015|Sophic Capital|Comments Off

Subscribe To Our Newsletter

You have Successfully Subscribed!