Ed Verbeek schreef op 18 augustus 2011 17:17:
Dalai adviseerde mij even wat jaarverslagen, trading updates enz. te lezen
voordat ik zou schrijven dat de cijfers goed moeten/zullen zijn (waarvoor dank!- zie
www.iex.nl/Forum/Topic/1263890/1/Wins... )
Welnu, ik kan toch echt nog steeds niets anders concluderen dan dat de cijfers goed moeten zijn, nu ik alle (!) berichten van dit jaar van soof nog eens goed heb doorgelezen:
- tevens aardig tegenwicht voor de stroom aan negatieve berichten die de basher hier alsmaar blijven spuien -
----- Trading Update, 25 juli:- "Much of this (substantial amount of business) has
concluded successfully, including some spill-over closed in the beginning of July."
- "Our overall sales
pipeline remains strong."
----- AGM statement, 15 juni 2011:- "we currently have a very
substantial amount of business that we are working to close in the remaining weeks of June."
- "market interest in Sopheon’s solutions was showing a
strong positive trend. That trend continues."
- "Nearly
twice as many prospective buyers visited our website and responded to our promotional campaigns from the start of this year through early June compared to the same period in 2010."
- "prominent affirmation of the value of our software by
influential third-party sources, including analysts and industry publications."
- "We are energized by the
strength of our market position, and by our potential for
continued, substantial growth"
----- Interim Management Statement, 5 mei 2011: - "Sopheon has
continued to add business since the start of the year during which period we have closed 11 new and extension license orders, in addition to a number of
substantial services engagements."
- "Business from existing customers
remains strong."
- "Our sales pipeline continues to show
encouraging activity"
- "we are engaged in contract discussions with a number of new and existing customers to sign
additional business"
- "Market interest in Sopheon’s solutions is showing a
strong positive trend."
- "Nearly
twice as many prospective buyers visited our website and responded to our promotional campaigns in the first quarter compared to the same period in 2010."
- "
prominent third-party affirmation of the value of our software
----- Jaarverslag over 2010, 24 maart 2011:- "We believe ....will result in
improved performance for Vision Strategist in 2011."
- "
An improved 2011 is forecasted across the reseller community"
- "We continue to
see good results in our original key markets of chemicals, food and beverage, and consumer products."
- "we are encouraged by a renewed
sense of optimism among our partner community"
- "We are energized by the
strength of our market position, and by our potential for
continued, substantial growth."
- "encouraged by the
strength of our sales pipeline- "We have taken steps to position Sopheon to
take advantage of the improving business climate."
- "stepped up investment in
new, more cost-effective marketing channels such as social media"
- "We recently received additional validation of
our growing prominence in consumer packaged goods markets."
- "Sopheon continues its
business expansion within the aerospace and defense sector."
- "We expect that aerospace and defense markets will
contribute further to our growth during 2011."
- "The past year was marked by an
increase in contact from consulting firms exploring Sopheon’s interest in partnership opportunities.... We anticipate
expanding our ecosystem of consulting partners throughout this year.... Our goal is to
formalize as many as three of these relationships during 2011"
----- Trading Update, 27 januari 2011:- "encouraged by the
strength of our sales pipeline, which remains
very active."
- "We have responded to
escalating customer and market demands by positioning Sopheon to take advantage of the
improving business climate."
- "
encouraged by early indications for the coming year. We are entering 2011 with
both the strategic and the financial strength to move forward with confidence and optimism.”
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Kijk, dan kan alleen de EBITDA straks misschien wat minder zijn
dat valt dan toch in het niet bij al het bovenstaande.