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
  -3.00p -2.47% 118.50p 117.00p 120.00p 121.50p 118.50p 121.50p 54,794 09:28:05
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
49.1 -2.1 -1.8 - 168.19

Kape Tech. Share Discussion Threads

Showing 276 to 300 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
18/10/2018
16:11
Cheers wynmck, good to hear. 180p would be nice, let alone any further upside :o))
rivaldo
18/10/2018
13:48
ST updates...BUY....continues to see upside potential to 180p target price
wynmck
18/10/2018
08:06
Progressive equity research note. https://tinyurl.com/ydfv28nv
igoe104
17/10/2018
13:57
EDISON NOTE, LATEST UPDATE. Impact on financials: 4% increase to FY19 adj EPS We estimate ZenMate could add c $0.5m in revenues in FY18e and c $2.5m in FY19e. Restructuring (incurring $0.3m of costs) should ensure profitability within a year and we pencil in a $0.5m uplift to Kape’s FY19e EBITDA and a 4% increase in adjusted EPS (from 7.0c to 7.3c). The €4.8m consideration (100% cash) implies $111 per subscriber, similar to the Intego deal ($107), and 10x our estimate of ZenMate’s FY19e EBITDA contributio https://tinyurl.com/ycasqxzt Kape has announced the acquisition of ZenMate, a digital privacy company based in Germany focusing on virtual private network (VPN) provision. With 50,000 software-as-a-service (SaaS) customers, the move strengthens Kape’s position in VPN, a standout growth area for the company currently. By utilising its digital marketing experience, Kape is confident it can accelerate ZenMate’s growth. We raise our FY19e EBITDA forecasts by $0.5m and adjusted EPS by 4%
igoe104
16/10/2018
08:37
Good stuff, this is definitely a share to hold for several years. I can smell a big return in air.
igoe104
16/10/2018
07:56
It's 4.8m EUR rivaldo, so £4.25m. Looks a good fit - 50k premium plan subscribers paying £60 per year.
aishah
16/10/2018
07:19
Another cyber-security acquisition - this one Berlin-based for £4.8m cash. I also note the final throwaway comment that KAPE "continues to trade strongly": Https://www.investegate.co.uk/kape-technologies--kape-/rns/acquisition-of-zenmate/201810160700101187E/ It sounds an excellent deal, although the plan to "transition ZenMate from a loss of €1.1 million in the year to 31 December 2017 to profitability in the next quarter" looks a little ambitious.....but they do say it will be earnings-enhancing in the first full year: "ZenMate is a digital privacy company, headquartered in Berlin, focused on encrypting and securing internet connections and protecting individuals' privacy and digital data. The Acquisition is highly complementary to CyberGhost, Kape's existing VPN solution, and will deepen the Company's presence in Europe and Germany in particular. ZenMate currently has 50,000 premium customers on a SaaS-basis with a strong retention rate, which will further broaden cross-selling and up-selling opportunities across the Company's product portfolio."
rivaldo
16/10/2018
07:16
Zenmate looks a good fit, seems a logical acquisition. Prospect of a fast turn round to profitability I see.
ayl30
08/10/2018
10:37
Nice feature in this weekend's SCSW, talking about "ballooning recurring revenues", and which concludes "Keep on buy list ahead of further acquisitions".
rivaldo
03/10/2018
08:43
sorry please explain acronims tomstone!
ali47fish
01/10/2018
12:36
been looking at this for a while, seems like the team have some investor perception to change from the old ad-tect nonsense to real cyber security. They are (rumor has it) very aggressive with user acquisition so hope eCPA will not go up too much, compared to ARPU.
tomstone12
25/9/2018
12:08
buy on the rumour, sell on the news - imo just a short term fall and the share price will continue its steady rise once the II's have had time to digest the results. In the meantime, a nice opportunity to take in a few more. GL all, pete
petersinthemarket
24/9/2018
17:37
Kape crusading cyber security Simon Thompson Chief executive Ido Erlichman of Aim-traded Kape Technologies (KAPE:130p), a provider of cyber security software, was in bullish mood during our interim results call this morning. He has every reason to be. His company has just lifted organic revenue by 14 per cent to $24.1m (£18.5m) from its app businesses to boost cash profit by 45 per cent to $4.3m with margins rising by more than half to 15 per cent. Customer retention rates improved by 5 percentage points to 74 per cent, and premium subscribers account for over 70 per cent of its 1m user base. Kape added 350,000 new users to its paying customer base of which 270,000 subscribed to either Reimage, a patented Microsoft-based product tool that enables users to clean up their computers, and DriverAgent, a PC maintenance software products company offering a device driver search and update service, which scans computers for outdated drivers. Product upgrades are playing their part – Reimage now provides users of both Macs and PCs with its service – and so too is cross selling. In fact, Mr Erlichman pointed out that 150,000 products were cross sold in the six month trading period. He also highlighted that Cyberghost, a provider of secure virtual private networks (VPNs) that securely pass data traffic over public networks, is gaining further traction having launched a product for iOS and Mac systems. Moreover, he sees significant cross selling opportunities with the post period end acquisition Seattle-based Intego, a leading Mac and iOS cybersecurity and malware protection software-as-a-service (SaaS) business. Intego 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. Intego’s purchase price of $16m equates to 11 times its $1.4m pre-tax profit in 2017. That’s a sensible price, but if Kape’s management work their magic as they have at Cyberghost then there could be significant potential to grow Intego’s profits by leveraging off Kape’s larger customer base. And that’s not in the price. The £186m market cap is rated on 25 times Shore Capital’s 2019 EPS estimates of 6.4p, but with $46.7m (£33m) of cash available for further bolt-on deals, management actively looking to do so, and the business performing strongly, then I am happy with a target price of 180p based on an enterprise value to cash profit multiple of 20 times. Please note that I first rated the shares a buy, at 47.9p, in my 2017 Bargain Shares Portfolio. Buy.
igoe104
24/9/2018
16:27
And the buy of 50,000 shares tells you all you need to know about the future here. Ignore all the small sells. Just noise in the grand scheme of things.
investordave
24/9/2018
13:59
ST has a 180p target price. GLA.
mfhmfh
24/9/2018
12:10
You will if ST has anything to do with it. Buy recommendation.
podgyted
24/9/2018
09:45
Nice to see the share price stabilising and some common sense prevailing. Hopefully we'll end blue today.
investordave
24/9/2018
08:25
I have thanks.
investordave
24/9/2018
08:23
Well if they are all idiots you should be buying more fast
davr0s
24/9/2018
08:19
A terrific set of results and yet, as expected, lots of sales. Idiots.
investordave
24/9/2018
08:13
Kape has delivered on a very strong H1 period – revenues from core ongoing operations up 14%, with Adjusted EBITDA tracking well towards our full-year estimates. We make no changes to profit forecasts, but take comfort from the strength of the H1 delivery. More strategically, the recent Intego deal has added malware protection to the expanding technology suite, offering a steadily-more-holistic solution to users’ technology security needs. H1 saw strong growth in core revenue (up 14%), adjusted EBITDA (up 178% on a like-for-like basis) and cash from operations (up 90%). The group ended the period with net cash of $62.7m, still very well funded for further acquisitions, and/or material investment in the product and strategic roadmap. Performance in the long term will be driven by new customer subscriptions, client retention and strong margin generation. H1 saw impressive delivery on all three: customer subscriptions more than doubled, to 561,000; customer retention rose from 69% to 74%, and EBITDA margins rose from 10% to 15%. Post the period end, Kape acquired a pure-SaaS malware protection business, Intego. The deal offers significant opportunities both in its own right, and through applying Kape’s customer acquisition skills…we comment further overleaf. Given the strength in H1 delivery, the group appears to be well on track for our full-year 2018 estimates. We chart the EBITDA progression, in particular, overleaf. At this point we feel it prudent not to raise estimates – although the balance of risk has perhaps shifted to the upside. We have nudged down our net cash estimate to reflect the capitalised investment in subscription customers. Overall, these results demonstrate a business that is delivering on its longheld and clearly-enunciated plan: focus on high quality consumer-facing products in the cyber security arena, and use excellence in customer acquisition to build a large body of loyal and profitable customers. The RNS shows all elements of this – product enhancements, M&A into new areas and ongoing rigour on customer marketing. We look forward to further developments, both organic and through acquisition…
igoe104
24/9/2018
08:07
"We expect the momentum achieved in H1 to continue into the second half of the year, as we integrate Intego and begin to realise the synergies this acquisition presents, as well as continue to execute on organic growth initiatives and evaluating select acquisition opportunities. Kape is now in an excellent position to become a leading provider of online security and privacy in the growing consumer cybersecurity mkt"
fozzie
24/9/2018
08:03
Results look good!
ayl30
21/9/2018
16:26
There are lots of sheep out today.
investordave
21/9/2018
12:38
I suspect a lot of the folks who have been selling over the past few days will be hoping to buy back cheaper on Monday. I know the price of most shares tends to dip on results day but hopefully KAPE won't be one of them and the sellers have to scramble to get back in at a higher price. That'll be fun to watch.
investordave
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