Ontvang nu dagelijks onze kooptips!
word abonnee
sluiten ✕
Mooi gevonden tritace, dus we kunnen nog wat verwachten tot 2026;-))
tritace schreef op 8 augustus 2020 14:03 :
Trending: Innovation Management System Market Grow at Exceptional Rate During 2020 to 2026 – QYR | Planview, Brightidea, IdeaScale, Sopheon, Planbox, IdeaConnection
LOS ANGELES, United States: QY Research has recently published a report, titled “Global Innovation Management System Market Report, History and Forecast 2015-2026, Breakdown Data by Companies, Key Regions, Types and Application“. The research report gives the potential headway openings that prevails in the global market. The report is amalgamated depending on research procured from primary and secondary information. The global Innovation Management System market is relied upon to develop generously and succeed in volume and value during the predicted time period. Moreover, the report gives nitty gritty data on different manufacturers, region, and products which are important to totally understanding the market
thedailychronicle.in/news/156530/tren... Interessant: ....exceptional rate during 2020-2026
tritace, goed gevonden.
Gartje schreef op 8 augustus 2020 16:51 :
Mooi gevonden tritace, dus we kunnen nog wat verwachten tot 2026;-))
gartje, dan is soof al overgenomen.
28 mei 2020, sopheon brengt software accolade versie 13.1 en accolade connect, voor microsoft 365 uit. dan weet ik genoeg, houwen die aandelen.
Erg interessant artikel van begin augustus. Mogelijk (een deel van) de verklaring van de recente stijging. Overigens zijn de commentaren op het artikel ook lezenswaard. app.stockopedia.com/content/hunting-f... Conclusion This one looks interesting. SPE has led its niche for c20 years and spends millions every year to maintain its strong market position. This R&D investment should drive future profitable growth. The business model shifts towards SaaS, higher recurring revenues, and cloud-based infrastructure could be attractive company-specific share price catalysts. A predictable and less volatile revenue stream makes for a more valuable business for shareholders. Yes, SPE underperformed in 2019 but underlying trading momentum seems robust and the recent share price weakness could be a good long term entry point. You can argue that the very reason SPE missed expectations back in 2019 is due to a change in business model that makes the entity more valuable to long term shareholders. There’s no doubt that SPE looks expensive according to conventional metrics but I would argue that there is growth in the pipeline and current figures are temporarily depressed. The group’s financial health is robust and improving, it is cash generative, and the pipeline is strong. If SPE can get back to 2018 levels of profitability - which as far as I can tell seems quite likely given the group’s operating history, market position, and continued R&D investment - then that would put SPE at 870p on a PE ratio of 13.4x. What’s more, it’s entirely possible that SPE surpasses this high water mark and can grow comfortably beyond its current £90m market cap. There are risks of course as with all small caps, so DYOR. What happened in 2019 could happen again, and there is always the risk of a bigger operator coming out with a serious competing product This hasn’t happened yet though (as far as I know) and it looks as though SPE has all the right ingredients to become a significantly larger company in time. As always, interested to hear what others make of this company's prospects.
tritace, goed gevonden, gaat weer over sopheon. zo nu rustig aan het bier.de balle all.
tritace schreef op 9 augustus 2020 14:08 :
Erg interessant artikel van begin augustus. Mogelijk (een deel van) de verklaring van de recente stijging. Overigens zijn de commentaren op het artikel ook lezenswaard.
app.stockopedia.com/content/hunting-f... Conclusion
This one looks interesting.
Op verzoek van Tritace het artikel als bijlage, zonder "in te loggen"..............Bertus S.
Zullen we dan toch beloond worden na al die jaren trouw aandeelhouder te zijn;-))))
Dat Berenberg zoveel aandelen bezit was mij niet bekend. Van de ruim 10 miljoen aandelen zijn er nog 1,7 miljoen vrij.
Dat geeft de burger weer moed. Dank voor de info heren. Gr Arie de Beuker
Interessant commentaar op bovenstaand artikel. 1: Richstead 9:43 am What is a targeted vertical? I find some of the jargon confusing. Post tax profits have hardly gone anywhere since 1999 despite the improved cash flow. 2: Tonysaparito Wed, Aug 5, 2020 Hey Jack..another excellent article..Whenever, I learn of a new company as I did with Sopheon (LON:SPE), the first thing I do is take a look at the company website..Mence , may be brilliant and so may SPE but Old Warren would never invest in such a company ..You only have to spend 10 minutes reading the company blurb to realise that, if you were on Mastermind as asked : Tell me what Sopheon (LON:SPE) does ? , you could not answer the question, ..yes, I know it helps food companies with product innovation but for ordinary folk, this is a difficult business to fathom. Anyone who invests in it deserves a medal because it’s too complicated and clever to really understand, whatever the numbers say .. for idiots like me. 3: blueskyventurer Tue, Aug 4, 2020 Again Jack, I do love the detail and usefulness of your report. I just want to add to what you have already outlined. Sopheon (LON:SPE) is in a pretty fragmented market and has a fairly small market share. Sopheon(5%), Planbox (25%), HYPE Innovation (10%), Brightidea (12%), Innolytics (6%), Qmarkets (5%), plus other. ( I suspect it will eventually be a takeover target at some point) Sopheon (LON:SPE) has withdrawn guidance in May making it difficult to take a view on future revenues. SaaS model transition can be quite painful for companies as the trading current revenues for future revenues while maintaining the same level of cost. I've tabled a view below and graph valuations of this transition for Sopheon (LON:SPE) . ZIE BIJLAGE TABEL 1 & 2 I brought a significant interest in 2017 and was happy to sell out in 2019 when the shift to the SaaS revenues model was described. I agree with Jack this is long term compounder but it may take a couple of years for the SaaS revenues model shift to play out. (One to watch for me). DYOR. BSV
Dit zijn fraaie stukjes tekst die de burger moed geven. Rest mij de vraag of iemand beeld heeft bij de drie-traps-koersstijgings-raket van 50 cent heden ten dage! Daar heb ik geen beeld bij.
Bertus S schreef op 10 augustus 2020 14:47 :
[...]
Op verzoek van Tritace het artikel als bijlage, zonder "in te loggen"..............
Bertus S. berenbergbank, 5juli 2019, 407.000 aandelen, en nogeens 31december 2019, 523.000 aandelen. ze staan niet op de sopheon side, bij het overzicht van aandeelhouders. terwijl ze ruim over de 9% in sopheon zitten.
marblesthegame schreef op 10 augustus 2020 18:41 :
Dat Berenberg zoveel aandelen bezit was mij niet bekend.
Van de ruim 10 miljoen aandelen zijn er nog 1,7 miljoen vrij.
hoi marbles, daarom vind ik ook zo vreemd, dat berenberg niet op de sopheon side staat. bij het inversteerders lijstje. dat grote aandeelhouders lijstje is bijgewerkt tot 30 juni 2020.
Voor zover bekend Full name of person Full name of shareholder Myrtledare corp / rivermore Rock (Nominees) Limited 2428711 23,81% universal investment gesellschaft 516681 5,06% shaker financial 433433 4,25% ancora 225470 2,21% thomas j herzfeld 53866 0,53% blue bell private wealth 257935 2,53% scotia inc 21643 0,21% walleye trading 56696 0,56% fin architects 625 0,01% morgan stanley 17786 0,17% berenberg bank 407900 4,00% berenberg european micro cap 523000 5,13% first manhattan 10000 0,10% Barry Mence 2228537 21,84% Stuart Silcock 520318 5,10% Arif Karimjee 82493 0,81% Andrew Michuda 84155 0,82% D. Metzger 5000 0,05% aandelen in vaste handen 7874249 totaal uitstaande aandelen 10202138 vrij 2327889 22,82%
mogge all, marbles bedankt, voor het plaatsen. groeten,
consumergoods.com/behind-tech-closer-... Last week, CGT reported on how global snacking giant Mondelez International, Inc. was partnering with Sopheon to transform its innovation and commercialization processes and portfolios. The two companies are set to collaborate in an accelerated deployment program that is expected to enable Mondelez to go live with Sopheon’s SaaS-based Accolade platform and replace two global legacy systems before the end of the year. welke 2 systemen zouden dat kunnen zijn?
hoi marbles, ik weet het niet, zo te zien niemand hier. mischien dat we donderdag daar iets over horen.
hunky schreef op 24 augustus 2020 09:12 :
hoi marbles, ik weet het niet, zo te zien niemand hier. mischien dat we donderdag daar iets over horen.
Dat zullen we niet gaan horen, maar hoe mooi zou het zijn als Sopheon even 2 grote concurrenten buitenspel heeft gezet. Ben benieuwd naar de cijfers.
Aantal posts per pagina:
20
50
100
Direct naar Forum
-- Selecteer een forum --
Koffiekamer
Belastingzaken
Beleggingsfondsen
Beursspel
BioPharma
Daytraders
Garantieproducten
Opties
Technische Analyse
Technische Analyse Software
Vastgoed
Warrants
10 van Tak
4Energy Invest
Aalberts
AB InBev
Abionyx Pharma
Ablynx
ABN AMRO
ABO-Group
Acacia Pharma
Accell Group
Accentis
Accsys Technologies
ACCSYS TECHNOLOGIES PLC
Ackermans & van Haaren
ADMA Biologics
Adomos
AdUX
Adyen
Aedifica
Aegon
AFC Ajax
Affimed NV
ageas
Agfa-Gevaert
Ahold
Air France - KLM
Airspray
Akka Technologies
AkzoNobel
Alfen
Allfunds Group
Allfunds Group
Almunda Professionals (vh Novisource)
Alpha Pro Tech
Alphabet Inc.
Altice
Alumexx ((Voorheen Phelix (voorheen Inverko))
AM
Amarin Corporation
Amerikaanse aandelen
AMG
AMS
Amsterdam Commodities
AMT Holding
Anavex Life Sciences Corp
Antonov
Aperam
Apollo Alternative Assets
Apple
Arcadis
Arcelor Mittal
Archos
Arcona Property Fund
arGEN-X
Aroundtown SA
Arrowhead Research
Ascencio
ASIT biotech
ASMI
ASML
ASR Nederland
ATAI Life Sciences
Atenor Group
Athlon Group
Atrium European Real Estate
Auplata
Avantium
Axsome Therapeutics
Azelis Group
Azerion
B&S Group
Baan
Ballast Nedam
BALTA GROUP N.V.
BAM Groep
Banco de Sabadell
Banimmo A
Barco
Barrick Gold
BASF SE
Basic-Fit
Basilix
Batenburg Beheer
BE Semiconductor
Beaulieulaan
Befimmo
Bekaert
Belgische aandelen
Beluga
Beter Bed
Bever
Binck
Biocartis
Biophytis
Biosynex
Biotalys
Bitcoin en andere cryptocurrencies
bluebird bio
Blydenstijn-Willink
BMW
BNP Paribas S.A.
Boeing Company
Bols (Lucas Bols N.V.)
Bone Therapeutics
Borr Drilling
Boskalis
BP PLC
bpost
Brand Funding
Brederode
Brill
Bristol-Myers Squibb
Brunel
C/Tac
Campine
Canadese aandelen
Care Property Invest
Carmila
Carrefour
Cate, ten
CECONOMY
Celyad
CFD's
CFE
CGG
Chinese aandelen
Cibox Interactive
Citygroup
Claranova
CM.com
Co.Br.Ha.
Coca-Cola European Partners
Cofinimmo
Cognosec
Colruyt
Commerzbank
Compagnie des Alpes
Compagnie du Bois Sauvage
Connect Group
Continental AG
Corbion
Core Labs
Corporate Express
Corus
Crescent (voorheen Option)
Crown van Gelder
Crucell
CTP
Curetis
CV-meter
Cyber Security 1 AB
Cybergun
D'Ieteren
D.E Master Blenders 1753
Deceuninck
Delta Lloyd
DEME
Deutsche Cannabis
DEUTSCHE POST AG
Dexia
DGB Group
DIA
Diegem Kennedy
Distri-Land Certificate
DNC
Dockwise
DPA Flex Group
Draka Holding
DSC2
DSM
Duitse aandelen
Dutch Star Companies ONE
Duurzaam Beleggen
DVRG
Ease2pay
Ebusco
Eckert-Ziegler
Econocom Group
Econosto
Edelmetalen
Ekopak
Elastic N.V.
Elia
Endemol
Energie
Energiekontor
Engie
Envipco
Erasmus Beursspel
Eriks
Esperite (voorheen Cryo Save)
EUR/USD
Eurobio
Eurocastle
Eurocommercial Properties
Euronav
Euronext
Euronext
Euronext.liffe Optiecompetitie
Europcar Mobility Group
Europlasma
EVC
EVS Broadcast Equipment
Exact
Exmar
Exor
Facebook
Fagron
Fastned
Fingerprint Cards AB
First Solar Inc
FlatexDeGiro
Floridienne
Flow Traders
Fluxys Belgium D
FNG (voorheen DICO International)
Fondsmanager Gezocht
ForFarmers
Fountain
Frans Maas
Franse aandelen
FuelCell Energy
Fugro
Futures
FX, Forex, foreign exchange market, valutamarkt
Galapagos
Gamma
Gaussin
GBL
Gemalto
General Electric
Genfit
Genmab
GeoJunxion
Getronics
Gilead Sciences
Gimv
Global Graphics
Goud
GrandVision
Great Panther Mining
Greenyard
Grolsch
Grondstoffen
Grontmij
Guru
Hagemeyer
HAL
Hamon Groep
Hedge funds: Haaien of helden?
Heijmans
Heineken
Hello Fresh
HES Beheer
Hitt
Holland Colours
Homburg Invest
Home Invest Belgium
Hoop Effektenbank, v.d.
Hunter Douglas
Hydratec Industries (v/h Nyloplast)
HyGear (NPEX effectenbeurs)
HYLORIS
Hypotheken
IBA
ICT Automatisering
Iep Invest (voorheen Punch International)
Ierse aandelen
IEX Group
IEX.nl Sparen
IMCD
Immo Moury
Immobel
Imtech
ING Groep
Innoconcepts
InPost
Insmed Incorporated (INSM)
IntegraGen
Intel
Intertrust
Intervest Offices & Warehouses
Intrasense
InVivo Therapeutics Holdings Corp (NVIV)
Isotis
JDE PEET'S
Jensen-Group
Jetix Europe
Johnson & Johnson
Just Eat Takeaway
Kardan
Kas Bank
KBC Ancora
KBC Groep
Kendrion
Keyware Technologies
Kiadis Pharma
Kinepolis Group
KKO International
Klépierre
KPN
KPNQwest
KUKA AG
La Jolla Pharmaceutical
Lavide Holding (voorheen Qurius)
LBC
LBI International
Leasinvest
Logica
Lotus Bakeries
Macintosh Retail Group
Majorel
Marel
Mastrad
Materialise NV
McGregor
MDxHealth
Mediq
Melexis
Merus Labs International
Merus NV
Microsoft
Miko
Mithra Pharmaceuticals
Montea
Moolen, van der
Mopoli
Morefield Group
Mota-Engil Africa
MotorK
Moury Construct
MTY Holdings (voorheen Alanheri)
Nationale Bank van België
Nationale Nederlanden
NBZ
Nedap
Nedfield
Nedschroef
Nedsense Enterpr
Nel ASA
Neoen SA
Neopost
Neovacs
NEPI Rockcastle
Netflix
New Sources Energy
Neways Electronics
NewTree
NexTech AR Solutions
NIBC
Nieuwe Steen Investments
Nintendo
Nokia
Nokia OYJ
Nokia Oyj
Novacyt
NOVO-NORDISK AS
NPEX
NR21
Numico
Nutreco
Nvidia
NWE Nederlandse AM Hypotheek Bank
NX Filtration
NXP Semiconductors NV
Nyrstar
Nyxoah
Océ
OCI
Octoplus
Oil States International
Onconova Therapeutics
Ontex
Onward Medical
Onxeo SA
OpenTV
OpGen
Opinies - Tilburg Trading Club
Opportunty Investment Management
Orange Belgium
Oranjewoud
Ordina Beheer
Oud ForFarmers
Oxurion (vh ThromboGenics)
P&O Nedlloyd
PAVmed
Payton Planar Magnetics
Perpetuals, Steepeners
Pershing Square Holdings Ltd
Personalized Nursing Services
Pfizer
Pharco
Pharming
Pharnext
Philips
Picanol
Pieris Pharmaceuticals
Plug Power
Politiek
Porceleyne Fles
Portugese aandelen
PostNL
Priority Telecom
Prologis Euro Prop
ProQR Therapeutics
PROSIEBENSAT.1 MEDIA SE
Prosus
Proximus
Qrf
Qualcomm
Quest For Growth
Rabobank Certificaat
Randstad
Range Beleggen
Recticel
Reed Elsevier
Reesink
Refresco Gerber
Reibel
Relief therapeutics
Renewi
Rente en valuta
Resilux
Retail Estates
RoodMicrotec
Roularta Media
Royal Bank Of Scotland
Royal Dutch Shell
RTL Group
RTL Group
S&P 500
Samas Groep
Sapec
SBM Offshore
Scandinavische (Noorse, Zweedse, Deense, Finse) aandelen
Schuitema
Seagull
Sequana Medical
Shurgard
Siemens Gamesa
Sif Holding
Signify
Simac
Sioen Industries
Sipef
Sligro Food Group
SMA Solar technology
Smartphoto Group
Smit Internationale
Snowworld
SNS Fundcoach Beleggingsfondsen Competitie
SNS Reaal
SNS Small & Midcap Competitie
Sofina
Softimat
Solocal Group
Solvac
Solvay
Sopheon
Spadel
Sparen voor later
Spectra7 Microsystems
Spotify
Spyker N.V.
Stellantis
Stellantis
Stern
Stork
Sucraf A en B
Sunrun
Super de Boer
SVK (Scheerders van Kerchove)
Syensqo
Systeem Trading
Taiwan Semiconductor Manufacturing Company (TSMC)
Technicolor
Tele Atlas
Telegraaf Media
Telenet Groep Holding
Tencent Holdings Ltd
Tesla Motors Inc.
Tessenderlo Group
Tetragon Financial Group
Teva Pharmaceutical Industries
Texaf
Theon International
TherapeuticsMD
Thunderbird Resorts
TIE
Tigenix
Tikkurila
TINC
TITAN CEMENT INTERNATIONAL
TKH Group
TMC
TNT Express
TomTom
Transocean
Trigano
Tubize
Turbo's
Twilio
UCB
Umicore
Unibail-Rodamco
Unifiedpost
Unilever
Unilever
uniQure
Unit 4 Agresso
Univar
Universal Music Group
USG People
Vallourec
Value8
Value8 Cum Pref
Van de Velde
Van Lanschot
Vastned
Vastned Retail Belgium
Vedior
VendexKBB
VEON
Vermogensbeheer
Versatel
VESTAS WIND SYSTEMS
VGP
Via Net.Works
Viohalco
Vivendi
Vivoryon Therapeutics
VNU
VolkerWessels
Volkswagen
Volta Finance
Vonovia
Vopak
Warehouses
Wave Life Sciences Ltd
Wavin
WDP
Wegener
Weibo Corp
Wereldhave
Wereldhave Belgium
Wessanen
What's Cooking
Wolters Kluwer
X-FAB
Xebec
Xeikon
Xior
Yatra Capital Limited
Zalando
Zenitel
Zénobe Gramme
Ziggo
Zilver - Silver World Spot (USD)
Indices
AEX
874,79
0,00%
EUR/USD
1,0707
+0,04%
FTSE 100
8.044,81
+0,26%
Germany40^
18.161,70
+0,13%
Gold spot
2.328,43
+0,28%
NY-Nasdaq Composite
15.696,64
+1,59%
Stijgers
Dalers