Investment Research for Your Business
“Thought leadership should be an entry point to a relationship. Thought leadership should intrigue, challenge, and inspire even people already familiar with a company. It should help start a relationship where none exists, and it should enhance existing relationships.” -Daniel Rasmus
Sophic Capital: Latest Research
Flowing With Authenticity
AI Pipeline Generating Recurring Revenue from Major Brands Not All “AI” is AI Like most investors, we at Sophic Capital see artificial intelligence (AI) making headlines, following NVIDIA’s big announcements to accelerate enterprise adoption of generative AI,...
Smooth Sailing for Kraken Robotics
Kraken Robotics has been winning large defence contracts with several NATO Navies, including the Danish and Polish Navies. The Company has also done business with the U.S. Navy, Government of Canada, and several global defense contractors.
Deep Dive on Underwater Drone Manufacturers
Recap In Sophic Capital’s Bottoms up for Navies we discussed how key countries are investing in subsea defence to safeguard the worlds waterways. In this fourth report in our series, we highlight companies in the defence and commercial marine technology markets and...
Sophic Capital: Latest Research
Sophic Capital: Past Research
Enterprises are drowning in data. Extracting accurate, decision-ready data isn’t easy because business leaders don’t know how to navigate vast datasets siloed throughout the enterprise. Edge Total Intelligence has cloud-based intelligence software for centralizing business data/information into a single control platform that is rapidly gaining market share. Enterprise data management is a huge market – over US$72 billion in 2020 – and it could triple by 2028. Many defense departments have recently announced budget increases on the back of the Ukraine war. Even before these announcements, many nations were updating their naval capabilities. Following two NATO Navy deals won in 2020 and tests with the U.S. Navy, Kraken Robotics has established itself as underwater robotics leader. With the humanitarian and geopolitical crisis in Ukraine, energy prices and independence are gaining mainstream attention. Clear Blue Technologies’ CEO recently returned from overseas customer, prospect, and investor meetings where conversations increasingly focused on how Clear Blue’s renewable, solar power solutions can resolve these issues. Investors seeking exposure to this secular theme should consider Clear Blue. Investors aren’t giving Clear Blue Technologies’ stock credit for the Company’s execution and future prospects. Multi-billion investments targeting off-grid telecom power systems, smart solar lighting, and IoT are growing across the Middle East and Africa, the United States, and Canada. Clear Blue Technologies has partners and customers in all of these sectors and regions and is set to benefit from these investments. Swarmio Media is targeting the largest and youngest gaming markets where the greatest demand for its latency-reduction technology and gamer platform exists. Where these markets are may surprise you, but management has extensive relationships with telecom operators there. Gaming/Online communication, SaaS, and telco services companies are trading at less than half their 52-week highs. Now is the time to visit Swarmio Media. Backed by a strong management team with successful prior exits and a collective 100 years of engineering, tech, and power experience, Clear Blue Technologies services and solutions have been validated by an impressive list of global customers. In this report, we discuss Clear Blue’s revenue model and highlight the Company’s customer base. Sophic Capital client Swarmio Media [TSXV:SWRM] offers telecom operators a patented edge/cloud solution that helps them to attract, keep, and monetize the next generations of potential long-term subscribers through gaming. The 2019 global gaming market was worth about US$192 billion and could grow to almost US$400 billion by 2026. Gen-Z, the world’s largest demographic, prefers gaming to any other form of entertainment. Although telcos are absent from gaming, edge gaming presents opportunities to attract new Gen-Z subscribers and provide new revenue streams from existing customers. Only 1 company can bridge these stakeholders. Sophic Capital client Clear Blue Technologies Inc. provides clean, wireless power for mission critical off-grid infrastructure. Clear Blue’s ability to automate and digitize day-to-day operations while collecting data collected is competitive advantage. With over 400 customers, including Orange and Telefonica, it’s Clear Blue sky for the Company.
Putting Product Data Pieces Together
Launch the Seabots
Powering Critical Infrastructure Remotely with Solar
Empowering the Powerless
Swarmio Has Over 1 Billion Gamers in Its Sights
Clear Blue’s Clear Business Model
Swarmio Media – Helping Telcos Break Into the Game
Getting into the Game
The Next Revolution – Wireless Smart Off-Grid Technology