Share Name Share Symbol Market Type Share ISIN Share Description
Kape Tech. LSE:KAPE London Ordinary Share IM00BQ8NYV14 ORD USD0.0001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 123.00p 121.00p 125.00p 123.00p 123.00p 123.00p 13,172 07:47:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
49.1 -2.1 -1.8 - 174.58

Kape Tech. Share Discussion Threads

Showing 251 to 275 of 275 messages
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DateSubjectAuthorDiscuss
14/8/2018
10:02
Nice quiet thread... Possibly had a seller cleared this morning and a move up ahead of us.
deltrotter
08/8/2018
10:35
Thanks for that guys
gswredland
08/8/2018
10:10
There was also a tip update in this month's SCSW following the Intego acquisition, which concluded as follows: "More upgrades seem likely; Kape’s well oiled digital marketing machine means the previous acquisition of Cyberghost VPN is going like a train and this latest deal throws up a further big cross selling opportunity. Results 24 September. I remain a buyer."
rivaldo
07/8/2018
20:19
Also tipped in IC
dround87
06/8/2018
07:44
I can't say that I know anything about their products but I am more computer savvy than most and I suspect their offerings are more appropriate for people with limited IT knowledge.As for BritishBulls, I really hope you don't make investment decisions based on what that site comes up with. I haven't checked it out for some time but I suspect it is still more in the "horoscope" model of investment rationale than one based on tangible evidence.
longshanks
06/8/2018
07:43
Results 24/9
nw99
03/8/2018
08:59
Does anyone here use KAPE security systems? I use AVG at present ,Tune Up and VPN and find them very effective. I own shares here ,British Bulls.com say that they are a buy.Must have a look at their security products.
malcolmmm
02/8/2018
19:20
No problem. 18 times cash adjusted earnings in the cyber security sector is just too cheap!
rimau1
02/8/2018
10:16
Cheers rimau1, appreciated - reads very well (and thanks also to the other poster who sent it to me privately).
rivaldo
02/8/2018
08:35
thanks rimau1
robow
01/8/2018
16:13
Here you go Rivaldo, it makes for pleasant reading. All of these activities are performing well, so much so that Kape’s cash profits increased by almost half to $4.3m (£3.3m) on revenues of $26.4m in the first half of this year, underpinning expectations of analysts at Edison Investment Research that the company can deliver cash profits of $10.2m for the full year to boost pre-tax profit from $7.5m to $8.7m. On this basis, expect adjusted EPS of 5.4¢, or 4.1p at current exchange rates. A key take for me is Kape’s rising recurring income stream – 40 per cent of Reimage sales in the first half were sold on a subscription basis – which improves the quality of revenues as well as forward visibility, thus de-risking forecasts. The other point worth noting is that having seen last year’s €9.2m (£8.2m) earnings accretive acquisition of Cyberghost outperform internal budgets, the board are using $16m of the company’s $62.7m cash pile to acquire Seattle-based Intego, a leading Mac and iOS cybersecurity and malware protection software-as-a-service (SaaS) business. The acquisition provides Kape with a foothold in the malware protection market and boosts its product portfolio with the addition of complementary malware protection and security solutions; offers scope to leverage Intego's technology and development skills to expand into other complementary software solutions – Kape’s management intends to develop and launch an anti-malware product for Windows users based on Intego’s technology; increases Kape’s user base by 150,000 paying users, with high renewal rates of above 75 per cent; and creates cross-selling opportunities for both Kape's and Intego's products across their respective customer bases. I would also flag up that although Intego is already highly profitable – the business posted pre-tax profits of $1.4m on revenue of $6m in 2017 based on an average annual subscription of $40 per customer – there is potential to accelerate Intego's user acquisition strategy and boost its profit margin by leveraging off Kape's digital marketing expertise. Moreover, after factoring in a full 12-month contribution from Intego next year, then analysts predict Kape can increase its revenues by a sixth to $69.7m in 2019 to deliver cash profits of $13.2m. On this basis, expect pre-tax profits of $11.8m and EPS of 7.2¢ (5.5p). Also, after factoring in retained profits earned in the second half of this year, and adjusting for the $7m special dividend of 3.55p a share paid out in May, Kape should have $52m (£37m) net funds on its balance sheet by the year-end, a sum equating to 21 per cent of its current market capitalisation. This means that net of cash the shares are rated on 18 times 2019 earnings estimates, hardly a full valuation given the potential for Kape’s management team under the leadership of chief executive Ido Erlichman to maintain the strong growth they have delivered since I initiated coverage two and a half years ago. There is also scope for the directors to make further complementary acquisitions to augment Kape’s product portfolio, and boost earnings further.
rimau1
01/8/2018
15:31
It's subscription-only though wynmck - and I don't subscribe :o))
rivaldo
01/8/2018
12:29
?....your link above takes you to it
wynmck
01/8/2018
10:17
If anyone can paste Simon Thompson's article here that would be appreciated - after a suitable interval if felt necessary.
rivaldo
31/7/2018
14:27
From 128p to all fall to 122p this morning to 1.33p at present. With light trading you have to be careful of the whiplash effect.
malcolmmm
31/7/2018
14:10
Ah - thanks wynmck... Https://www.investorschronicle.co.uk/comment/2018/07/31/profiting-from-cyber-security/ "Profiting from cyber security Simon Thompson Aim-traded Kape Technologies (KAPE:125p), a provider of cyber security software formerly known as Crossrider when I included the shares, at 47.9p, in my 2017 Bargain Shares Portfolio, has reported a robust pre-close trading update ahead of half-year results on 24 September....."
rivaldo
31/7/2018
12:29
ST ups tgt price to 180p in IC
wynmck
27/7/2018
17:24
Getting bought up on slight dips
gswredland
27/7/2018
15:18
Edison note: httPs://www.edisoninvestmentresearch.com/research/company/Kape-Technologies
aishah
26/7/2018
13:59
Progressive Equity Research fcst Adj EPS growth of 37.4%(2018) followed by 42.3%.
aishah
26/7/2018
11:06
I think SCSW mentioned it going vertical!
gswredland
26/7/2018
10:44
Could go vertical. This is still very cheap for this kind of business on this kind of growth trajectory.
longshanks
26/7/2018
08:13
New high breakout. SHope it holds on good volume
essential
26/7/2018
08:12
Indeed! Nothing wrong with 172% underlying EBITDA growth. The $62.7m cash pile looks ahead of expectations too? The Media division sale looks like a canny move given the de minimis historic profit and the potential for profit-share. Looks like there's still some work to do in H2 to achieve revenue and EBITDA forecasts AFAICS, but that may just be seasonality or some other explanation - research from Edison and Progressive may explain further. However, most importantly, the outlook statement is extremely confident: "We have made a strong start to 2018, as demonstrated by growth in our underlying EBITDA. In the second half of the year, we expect to build upon this solid growth by integrating the recently acquired Intego and continuing to focus on developing our existing product stack to accelerate user acquisition and broaden our reach in order to become a leading SaaS-based consumer cybersecurity business."
rivaldo
26/7/2018
08:07
Yes great statement
gswredland
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