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
Replenish Nutrients: Beyond ‘Meat & Potatoes’ Soil Fertility
Report #1 Recap Sophic Capital’s The Fertility Problem: Soil Degradation report examined the structural forces reshaping global agriculture, including the growing challenge of soil degradation, increasing regulatory and environmental, social, and governance (ESG)...
The Fertility Problem: Soil Degradation
70 Years of Unchanged Nutrient Models Driving a Multi-Billion Dollar Shift Toward Regenerative Agriculture Introduction Global agriculture is facing a structural challenge. Declining soil health, rising input costs, regulatory pressure, and growing environmental,...
Cybeats Eating the SBOM Market, One Byte at a Time
Cybeats Demonstrates Strong Customer Traction and Expanding Pipeline Report #2 Recap In Sophic Capital’s The Invisible Grid report, we introduced Sophic Capital client Cybeats Technologies Corp. [CSE:CYBT, OTCQB:CYBCF], a global leader in software supply chain...
Sophic Capital: Latest Research
Sophic Capital: Past Research
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. UGE International (“UGE” or the “Company”) is a solar and renewable energy solutions company leading the renewable energy transition. The Company is a turnkey developer of community and commercial solar projects. UGE also finances, owns, and operates its own solar projects. Last week, Legend Power Systems (LPS:TSXV), a global leader in onsite energy management technology for buildings, reported an improving outlook as economies emerge from the coronavirus pandemic. On the call, which we recommend you listen to, management outlined several nuggets that make the 60 minute call well worth your time. For those of you that are more inclined to read the highlights we have put some of the key points below that illustrate the business is at a turning point. We understand that investors flee stocks when systematic risk prevails, and the current market meltdown has spared few microcap stocks. Kraken Robotics (TSXV:PNG, OTC: KRKNF), a Sophic Capital client, was no exception. On January 31, 2020, U.S. President Donald Trump issued an Executive Order to stop the importation of counterfeit goods. This followed an April 2019 Memorandum that specifically targeted third-party, online retailers selling counterfeited and pirated goods.
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
UGE International (UGE:TSXV) – Meet the CEO of Sophic Capital’s Newest Client
Legendary Insights from Legend Power System’s Q2 2020 Conference Call
PNG: A Kraken Good Investment!
Fake Products Is Not Fake News