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
Swarmio Has Over 1 Billion Gamers in Its Sights
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.
The Lucrative Gen Z Market Won’t Be Bought
Gen Z likes hanging out in “third places” that converge social media with other activities like gaming (Twitch), photo sharing (Instagram), and self-expression (Tik Tok). They’re also thrifty and view buying and selling second-hand goods as a social good. Mijem Inc. converges the second-hand goods and social media Gen Z trends.
Clear Blue’s Clear Business Model
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: Latest Research
Sophic Capital: Past Research
Customer targeting is critical in digital marketing, which can be extended to esports as well. GameSquare Esports has demonstrated that it can connect big brands to esports audiences, expanding brands’ reach. GameSquare’s M&A strategy, and execution, which is already off to a great start, could further accelerate the company’s growth in this secular growth market. Following the initial business disruptions and lockdowns in 2020 due to the COVID-19 pandemic, home construction and renovations thrived. Sophic Capital client Renoworks Software (TSXV:RW, OTC:ROWKF) followed along, with 2020 revenues growing 20+% year-over-year. The number of hours of streamed esports content watched soared during 2020, with Twitch, YouTube Gaming, and Facebook Gaming collectively increasing 81% in 2020. Esports audience growth hasn’t escaped the major brands. However, marketing to esports fans is very different than marketing to older generations. Old marketing methods don’t work. GameSquare Esports has proven that it can help major brands engage esports audiences. Home renovations have boomed during the pandemic. That doesn’t mean homeowners haven’t felt the stress and disappointments that come with renovations. Renoworks digital visualization software simplifies the home renovation value chain and gives homeowners their “soles” back. Commercial real estate owners have excessive operating costs and unplanned capital expenditures due to power grid instability. The combination of electrification and renewable energy are going to compound grid instability and increase these excessive costs. Plus governments have implemented carbon emission reduction targets that commercial property owners will have to abide by. Legend Power Systems has the solutions to quantify and reduce these excessive costs. After strong shareholder returns in 2020, 2021 could be another strong year for UGE International, a developer and operator of community solar projects (mostly in the U.S.). Why? Compared to solar project peer transactions, the market is undervaluing UGE shares. Plus, almost C$7 million was added to UGE’s balance sheet this week, in an oversubscribed offering. Esports offers an absurdly large number of betting opportunities.Esports bettors are a young and growing demographic – a generation that grew up with video games.Luckbox’s stock (TSXV:LUCK) is one of the few ways investors can invest in esports betting. esports betting accelerated in 2020 as traditional sports leagues suspended matches but esports leagues continued. This is not a short term blip. esports bettors are a young and growing demographic that has grown up with video games. Today’s fans will be tomorrow’s bettors where as traditional sports bettors are a shrinking market. esports bettors require community and trust. Luckbox management’s esports and betting backgrounds, building of community, as well as an Isle of Man license that is one of the strongest for consumer protection are some reasons why Luckbox can dominate esports betting.. esports audiences are surpassing those of traditional sports leagues, including NFL and MLB.esports betting could be a $12 to $15 billion business in 2020 and attracts a younger and growing demographic.Luckbox is a privately held esports betting firm.We spoke with Luckbox CEO Quentin Martin to learn about the opportunity.
GameSquare Esports Inc. (GSQ) – The Real Deal in Esports Marketing
Renoworks Software Inc. (RW) – Building A Big Business with the Industry’s Biggest Enterprises
Renoworks counts some of North America’s largest construction material manufacturers, distributors, and retailers as customers and should benefit from the continuing home renovation boom.
GameSquare Esports Inc. (GSQ) – A Cash Generative Esports Business
Renoworks Software Inc. (RW) – Visualizing the Growth in a Successful Business
Legend Power Systems Powers Ahead
Market Undervalues UGE Versus Peer Transactions
2020 Was A Banner Year for Video Gaming & Sports Betting
Luckbox (TSXV:LUCK) – Meet the Company
Luckbox (private) – Meet the Company
Luckbox (private) – Meet the CEO: Quentin Martin