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
SBOMs Away!
Why Software Supply Chain Security Has Become a Top Priority Problem Modern software constantly changes as new features are added, bugs are fixed, and vulnerabilities are patched. Most people don’t realize that modern software isn’t built from scratch—it’s assembled...
Cybersecurity Roundup – Part 2
Themes, Trends, and Plurilock's Strategic Position 2025 Trends: Proactive Defense and Strategic Opportunities As we move into 2025, the cybersecurity landscape continues to evolve at an unprecedented pace. The rapid advancements in artificial intelligence (AI), the...
Cybersecurity Roundup – Part 1
Themes, Trends, and Plurilock's Strategic Position 2024 in Review: A Cybersecurity Imperative Cybersecurity became a critical operational focus in 2024, with attacks on governments and enterprises escalating worldwide. Compliance demands increased alongside a...
Sophic Capital: Latest Research
Sophic Capital: Past Research
Since his days at gaming company Electronic Arts (NASDAQ:EA), Thomas Rosander has thought about the massive opportunity from combining the large, growing esports audience with betting. Now, as Real Luck Group’s new CEO, he has the opportunity and the tools to execute upon his vision, implementing a proven strategy he used at prior companies to grow players and revenues via a nuanced and data-driven marketing approach. 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. 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. Solar projects under construction sell for multiples much higher than what the markets value UGE International.
Luckbox (TSXV:LUCK) – Meet the New CEO
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
UGE Sells Solar Facility Well Above Current Implied Valuation
Sizzling Solar Project Valuations Bode Well For UGE