Research

From AIM quoted businesses to companies with a full London Stock Exchange listing, our coverage universe spans all sectors in the UK market.

We do not provide Target Prices or recommendations to ‘Buy’ or ‘Sell’ shares at specific prices. Instead we clearly describe the companies for whom we work, explaining the relevant drivers and industry backdrops and detailing the products or services that they offer.

We also, in larger notes, include an assessment of the risks and challenges that the business faces – along with an explanation of how management is working to defend against, or respond to, these factors.

Our work is funded by the subject companies so we will never claim to be independent, but hopefully you’ll find that we are balanced and objective in our explanations.

    New clients, channels, products – new rating?

    24/08/2022 Sopheon plc

    H1 2022 figures, released today, show strong underlying progress being made. SaaS ARR is up 22% year on […]

    Strong start to another year of progress

    09/06/2022 Sopheon plc

    Sopheon’s AGM Statement, issued today, provides a reflection upon a busy FY2021 and looks forward to what has […]

    Solverboard acquisition speeds SaaS transition

    18/05/2022 Sopheon plc

    Sopheon has today announced the acquisition of the business and assets of Solverboard, a UK-based SaaS software business […]

    SaaS, the way we like it

    24/03/2022 Sopheon plc

    Sopheon’s final results for FY21, released this morning, are ahead of our and market expectations. The results show […]

    Strong outperformance for 2021

    25/01/2022 Sopheon plc

    Sopheon has provided a comprehensive trading update for 2021, following a more general update provided at the time […]

    Small acquisition and trading on track

    20/12/2021 Sopheon plc

    Sopheon has announced its first acquisition in roughly a decade: ROI Blueprints (ROIB), a SaaS-based project management business […]

    Stepping up

    25/08/2021 Sopheon plc

    Sopheon’s interims show marked progress on its core performance metrics, thus underpinning our estimates for the full year. […]

    Sopheon builds momentum in H1 2021E

    10/06/2021 Sopheon plc

    Sopheon’s AGM statement recaps the highlights of what was a very resilient performance in FY 2020. Importantly, the […]

    Resilient base as Sopheon transitions to SaaS

    24/03/2021 Sopheon plc

    Sopheon has reported FY 2020 revenues in line with the $30.0m guidance given in its January trading update […]

    A strong Q4 and good visibility into FY 2021E

    25/01/2021 Sopheon plc

    Sopheon’s trading update for the end of 2020 shows that the historical weighting to Q4 for revenues again […]

    A resilient performance in H1 20

    27/08/2020 Sopheon plc

    Sopheon has reported interim results which reflect a resilient performance despite some impact from COVID-19 on its client […]

    Still winning major deals

    30/07/2020 Sopheon plc

    Sopheon has this morning announced a major win for Accolade – the global snack food giant, Mondelez.  The […]