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
01 Quantum: Quantum Optionality
How Investors Should Position Themselves if the Market Starts Valuing Execution Report #1 & #2 Recap Sophic Capital’s The Quantum-AI Convergence Report highlighted that the market increasingly needs practical migration and privacy solutions, not just quantum...
01 Quantum: Productizing Post-Quantum Security
Implementation, Integration, and Customer Validation Report #1 Recap In Sophic Capitals The Quantum-AI Convergence report, we discussed how post-quantum cybersecurity is becoming a real and timely risk and market opportunity, driven not only by the eventual arrival of...
The Quantum-AI Convergence
Quantum Risk & AI Integrity Introduction We believe the market is poised to enter a multi-year post-quantum migration cycle. Public-key cryptography remains a deeply embedded standard across enterprise software, communications, financial systems, digital assets,...
Sophic Capital: Latest Research
Sophic Capital: Past Research
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. 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. 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. 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. 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.
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
UGE: Solar Projects Are Shining Due to Strong Economics
UGE International Ltd. – Time To Ride The Solar Coaster
UGE: Shining A Light On The U.S. Solar Industry
Legend Power – Insights into a Growing ESG Investment Theme