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
A Global Crisis
Companies and Governments are Struggling with Cybersecurity Report #1 Recap In Sophic Capital’s Digital Defense report, we highlighted how susceptible people and organizations are to cybercrime. Despite the power of the internet, data, and technology, cybercrime...
Digital Defense
Increase Cybersecurity and Protect Your Assets More Data, More Money, More Cybercrime For several years, we have witnessed the data revolution. The internet, data, and technology are inextricably linked. In an era of unprecedented data proliferation, the increase in...
Rising to the Surface with Kraken Robotics
The Wave May Be Just Getting Started Surging Stock Still Looks Undervalued Even though the stock of Sophic Capital client Kraken Robotics (PNG:TSXV, KRKNF:OTCQB) has surged over 150% in the past six months, it still appears undervalued when compared to its peers. In...
Sophic Capital: Latest Research
Sophic Capital: Past Research
In the U.S., 80% of households and 90% of businesses can’t install solar systems. Community solar allows individuals and businesses to unlock power bill savings without having to install their own solar systems. UGE International is one of the few public companies for investors to participate in the U.S. community solar industry. 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.
Solar is Hot – Community Solar is Hotter
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