Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
Kape Technologies Plc 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
  -7.00 -2.04% 336.00 335.00 340.00 355.00 337.50 345.00 73,378 16:35:29
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
170.6 24.1 7.1 43.0 1,208

Kape Technologies Share Discussion Threads

Showing 3026 to 3046 of 3050 messages
Chat Pages: 122  121  120  119  118  117  116  115  114  113  112  111  Older
DateSubjectAuthorDiscuss
21/6/2022
12:12
Cheers re the Master Investor write-up Tole (and no probs gswredland) - very bullish! The rate of growth of new subscribers is terrific, with c7m now against 6.6m at the last 31st December year end. As regards Singer's new note with the 500p target, here's their conclusion - they forecast 39.2c EPS this year rising to 44.6c EPS next year: "Impact on earnings & valuation Kape looks well placed to deliver against our organic growth forecasts of 10%-15% in FY’22e. The demand backdrop continues to look robust (subscribers: c7m; FY’21: 6.6m), whilst cross-sell of additional products into the Group’s subscriber base is also likely to be enhancing average revenue per user. With a scaled subscriber base and attractive operational gearing profile, particularly as the proportion of renewals increases versus new adds, we continue to forecast meaningful FCF progression in FY’22e. We project FY’22e FCF of >$130m (FY’21: $34m), supported by the acquisition of ExpressVPN, and equating to a 7.5% FCF yield. We reiterate our BUY recommendation, with a price target of 500p/share."
rivaldo
20/6/2022
20:50
Thanks for the Slater podcast Rivaldo
gswredland
20/6/2022
18:56
https://masterinvestor.co.uk/equities/small-cap-round-up-purple-shirted-fairies-hackers-and-pvc/Kape Technologies (LON:KAPE) – a 'thundering' generatorThis company really is one of my 'ace picks' in the digital security and privacy software business sector.Last Thursday saw Don Elgie, the group's Chairman, tell shareholders that the group was proceeding well to plan so far in this current trading year.His AGM Statement covered the 2021 financial year as being 'transformational' with its sales up from €122.2m to €230.7m, while adjusted pre-tax profits were up nearly 142% at €72.8m (€30.1m), and earnings up 121% at 29.8c per share (13.5c).The biggie, of course, was the acquisition of ExpressVPN late in the year, the benefits of which will start to show through in the next few years as massive cross-selling gets underway.Elgie went on to say that:"Kape is a leader in the consumer security and privacy space, servicing some 7m paying subscribers worldwide and growing. We expect our strong customer growth to accelerate further as the privacy and security markets become more mainstream, with consumers increasingly viewing our products as critical components for their daily digital lives.Looking ahead, we are also focused on further leveraging our significant M&A experience and extended product pipeline to accelerate our market, product, and SaaS customer reach.Kape is now in prime position to lead the market given our current growth trajectory, and we look forward to expanding our footprint through organic growth and strategic acquisitions, as we have done consistently over recent years."This really is a 'classic' business that has massive upside.Analyst Caspar Erskine at Singer Capital Markets rates the shares as a 'buy' with a price objective of 500p per share.For the current year he sees revenues more than doubling to €618.5m, with profits more than doubling to €159.1m and earnings lifting to 39.2c per share.The coming year to end December 2023 shows his estimates at €690.7m sales and €181.7m of profits, with earnings of 44.6c per share.Despite having risen 36p to close at 364p on Friday night, I believe that this is a 'cheap' price.The group's cash generation and massive annual recurring revenues would make it an absolutely cracking takeover proposition for any aspiring private equity player on the global stage.I am very much more bullish than Erskine.The shares are totally undervalued – hold very tightly indeed.
tole
20/6/2022
16:15
US markets are closed today, it's Juneteenth! but I take your point. Hope this rise holds a bit better than Fridays which seemed to drown in a sea of large after hours transactions.
brad_k
20/6/2022
16:08
Which doesn't stop Americans buying over here :o))
rivaldo
20/6/2022
16:05
U.S markets are closed today
wynmck
20/6/2022
15:50
Another afternoon surge to follow Friday's. Simplistic I know, but perhaps this indicates American buying interest as their markets open.
rivaldo
19/6/2022
07:57
Great move on Friday. I agree that it's probably simply institutional reaction to the terrific prospects here and the encouraging AGM statement. In addition (not posted here before), last Monday Mark Slater did a podcast and stated he'd been adding to his position in KAPE and outlined why - it's from around 23 minutes in here: Https://uk-podcasts.co.uk/podcast/master-investors/is-the-bear-market-over
rivaldo
18/6/2022
16:38
Suspect it was just a delayed reaction to the upbeat AGM statement. Irrespective, nice to see something moving up!
techno20
18/6/2022
16:33
??? Thought it might be Simon Thompson @ Investors Chronicle but can't find anything on the website. 6x normal volume - I'd speculate that something is happening but who knows.
podgyted
18/6/2022
08:37
Anyone find out why the jump yday?Not complaining tho.DbD :-)
death by donut
17/6/2022
14:39
Just been tipped in the last few hours?
gswredland
16/6/2022
07:23
A very encouraging AGM statement today, with "a record Q1 performance fuelled by robust organic growth". Everything is on track for Shore's 40.6c forecast this year, i.e around 33p EPS - which is a ridiculously low P/E of 10.4 for a global market leader in cyber-security, VPNs etc. Plus it looks like there's considerable savings being made on the ExpressVPN acquisition, the digital security division has "experienced accelerated growth", new products are being launched and new segments being entered....plus further acquisitions are still on the agenda: Https://uk.advfn.com/stock-market/london/kape-technologies-KAPE/share-news/Kape-Technologies-PLC-AGM-Statement/88377322
rivaldo
15/6/2022
17:07
Kape are another company that will benefit from the dollar being strong against the pound. Next set of results should look even nicer..
igoe104
10/6/2022
21:08
This is just big fanny heads running for the hills as a result of today's US inflation report - fear and loathing in Las Vegas so to speak. But this PLC, for me at least, is an inflation buster. I've packed in the subscriptions to SkySports and BTSport because of the obvious (and no need to mention) advantages of being plumbed into ExpressVPN - it's saving me c.£70 pcm. What we need to see next week is organic growth in subscribers. At the last count Kape were c.6.6m and we had a nod to an increase in the recent update: biggest quarter on quarter increase in subscribers. If Kape have hit the c.7.25m mark, I expect a bounce in the share price and potentially upgraded forecasts. Fingers crossed, all.
lsoc85
10/6/2022
20:50
Fingers crossed gleach I can't see things being very different to 22nd March
gswredland
10/6/2022
16:42
Bit of a rude turnaround this afternoon from yesterday...topped off with a rude finish with a 25k trade @ 319. Presumably market led, particularly for companies carrying debt? Let's hope the AGM outlook next Thurs is as bullish as the outlook from the Finals back on 22nd March - -- The Group has extremely limited exposure operationally to Russia and Ukraine with under 1% of revenues generated in these countries -- Ongoing global uncertainty continues to result in an increasing awareness from individuals of the requirement to protect their digital profiles -- The Group has traded strongly in the year to-date and management is confident that the Group will achieve revenues of between $610-624 million and Adjusted EBITDA of between $166-172 million in the year-ending 31 December 2022, the forecasts outlined at the time of the ExpressVPN acquisition -- Operationally, the focus for 2022 will be on the ongoing integration of ExpressVPN, including fully realising potential cost-savings initiatives, as well as executing on a number of material opportunities
gleach23
09/6/2022
20:38
binta5 My recommendation is split your investment and put 50% into KAPE Alternatively log onto GordonBennett.Com for further information. DYOR
cravencottage
09/6/2022
16:41
Interesting gleach. Thanks for sharing that. Be interesting to see what next week brings
gswredland
09/6/2022
15:53
No stock available to buy online currently to accompany this tick up. Perhaps a seller cleared with a week to the AGM? Chart looks potentially exciting from here too. GLA
gleach23
04/6/2022
17:16
Good to see kape standing up against the Indian government. Should be good publicity for VPN express and win more customers from these free VPN services in india. Original subscribers will still be able to connect via Singapore or UK servers so shouldn't harm businesses. hTTps://www.google.com/url?rct=j&sa=t&url=http://zeenews.india.com/technology/explained-expressvpn-removes-its-servers-from-india-what-happens-to-users-now-2470097.html&;ct=ga&cd=CAEYACoTMzU5MjYwNTk3NTE4ODk0MDQzNzIcN2U5MWRiMDk1YWNhNmNkYjpjby51azplbjpHQg&usg=AOvVaw2GQPKWn4zxOAsTz95qTPiL
igoe104
Chat Pages: 122  121  120  119  118  117  116  115  114  113  112  111  Older
ADVFN Advertorial
Your Recent History
LSE
KAPE
Kape Techn..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20220626 05:42:56