fbpx

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

Spatial Computing & Virtual Events Could Shake Up Business

Spatial Computing & Virtual Events Could Shake Up Business

Real Results from Virtual Meetings Problem: New Technologies Needed to Facilitate Engaging Interactions Event organizers are witnessing the revival of in-person events, with increasing attendance on trade show floors and at annual conferences. Simultaneously, as...

Flowing With Authenticity

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

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.

Sophic Capital: Latest Research

Spatial Computing & Virtual Events Could Shake Up Business

Real Results from Virtual Meetings Problem: New Technologies Needed to Facilitate Engaging Interactions Event organizers are witnessing the revival of in-person events, with increasing attendance on trade show floors and at annual conferences. Simultaneously, as...

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: Past Research

Luckbox (private) – Meet the Company

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..

Luckbox (private) – Meet the CEO: Quentin Martin

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.

UGE Sells Solar Facility Well Above Current Implied Valuation

UGE International announced the sale of one of its completed solar projects (AND 3 new ones AND the completion of another).

Last week, Sophic Capital wrote that solar projects under construction have sold for multiples much higher than what the market values UGE International.

UGE’s project sale multiple shows that the market still undervalues the Company.

UGE: Solar Projects Are Shining Due to Strong Economics

In spite of the Blue-Wave that didn’t materialize in the 2020 U.S. election, solar stocks and the Invesco Solar ETF are hot.

Why?

Solar projects are hot due to government and utility incentives as well as an abundance of solar project financing.

UGE International [TSXV:UGE; OTC:UGEIF], a community solar project developer and operator, is a way to invest in the growing solar energy theme.

UGE International Ltd. – Time To Ride The Solar Coaster

According to the Solar Energy Industry Association, Wood Mackenzie Power & Renewables and The Solar Foundation, solar energy in the USA has experienced an average annual growth rate of 49% per year over the past decade. What aided this growth were U.S. federal policies such as the solar Investment Tax Credit, rapidly declining costs, and increasing demand across the private and public sector for clean electricity.

Shining A Light On The U.S. Solar Industry A Primer on U.S. Incentives, Regulations, and Trends for Solar Energy

UGE: Shining A Light On The U.S. Solar Industry

According to the Solar Energy Industry Association, Wood Mackenzie Power & Renewables and The Solar Foundation, solar energy in the USA has experienced an average annual growth rate of 49% per year over the past decade. What aided this growth were U.S. federal policies such as the solar Investment Tax Credit, rapidly declining costs, and increasing demand across the private and public sector for clean electricity.

Legend Power - Insights into a Growing ESG Investment Theme

Legend Power – Insights into a Growing ESG Investment Theme

Whether or not you believe in the theory of anthropological climate change, you cannot deny that Environmental, Social and Governance (“ESG”) investing is a real trend. Greenhouse gas emission regulations are in the crosshairs of institutional investors.

Filter Research

  • By Ticker

  • By Topic