Kape Technologies Share Discussion Threads

[lsoc85] 23/7/2021 10:21

Stingy share price at present... given the forward earnings predictions, a re-rate to at least 375 wouldn't be generous.

[adamb1978] 20/7/2021 08:53

Progressive Research go for $250m turnover and 32 cents EPS for 2022

[adamb1978] 20/7/2021 08:39

Solid update. Based on my calcs, their guidance for the year looks eminently achievable, probably slightly on the light side.

Puts them on a PE of around something like 18x for this year which, considering the size and growth of the group, doesnt look overly generous.

Looking out a couple years, getting to EPS in the say 22p-25p range and a PE of 20x-25x seems reasonable, and therefore a share price beginning with a 5

[johnwise] 20/7/2021 07:52

Kape Technologies PLC Trading Update

[rivaldo] 20/7/2021 07:44

Agreed, a very solid H1 update - nicely on track to meet expectations of 25.3c EPS this year. Progressive Equity Research have retained those forecasts at present, leaving this high growth company on a current year P/E of just 15.3, dropping to only 12 next year.

[igoe104] 20/7/2021 07:08

All positive in the trading statement, good company to hold for many years to come.

[adamb1978] 17/7/2021 19:46

Will also be interesting to see the price at which Avast gets taken out. Their current share price, with some of that premium after the jump, would imply something like 430p for KAPE on similar multiples...so assuming there is more to go if an offer ultimately gets announced, probably nearer 500p.

Then its a case of relative multiple Avast vs Kape. Avast obviously has greater scale but Kape is growing faster and personally, I've never been impressed with the Avast management

[adamb1978] 17/7/2021 19:41

This sector is ripe for consolidation so the Norton/Avast deal makes complete sense. I'd expect further M&A involving KAPE in the coming months, whether as acquiror or target.

The concern about the Norton/Avast deal is that the combo has greater strength and scale. KAPE has done well integrating acquisitions previously and would be good to see them continue with this, until ultimately be taken out

[lsoc85] 15/7/2021 08:59

Well, hats off to the management again.

If there's anywhere in the world crying out for effective privacy from intrusive surveillance it's Hong Kong.

Hopefully demand is strong and 3 roll out globally.

[ayl30] 15/7/2021 07:32

See DARK rns this am

[epicsurf] 15/7/2021 07:23

Also a bit of activity in the cybersecurity space
Response to press speculation regarding a possible merger of Avast with NortonLifeLock Inc.

The Board of Avast notes the recent press speculation concerning the possibility of an offer being made for the entire issued and to be issued share capital of Avast.

The Board of Avast confirms that it is in advanced discussions regarding a possible merger of Avast with NortonLifeLock Inc. ("Norton") (the "Possible Merger").

[rivaldo] 15/7/2021 07:14

Looks like an innovative idea to increase distribution and sales:



"PIA introduces a new way of VPN subscription with 3 Hong Kong

Kape announces that Private Internet Access, its wholly owned privacy software provider ("PIA"), has entered into a content provision agreement for its Private Internet Access VPN ("PIA VPN") with cellular operator 3 Hong Kong.

The agreement is a first of its kind for Kape, with its award-winning VPN to be offered to customers of 3 Hong Kong. This is the first co-operation between PIA and a telecom operator. PIA VPN will be available for 3 Hong Kong's postpaid and prepaid customers who can subscribe to the service directly with 3 Hong Kong.

Ido Erlichman, Chief Executive Officer of Kape, commented:

"We are delighted to announce this agreement with 3 Hong Kong, which marks a first of its kind for Kape. We anticipate that with 3 Hong Kong's distribution capabilities and unique market positioning, coupled with PIA's brand recognition and tier one product, that we will successfully increase our product penetration in Hong Kong. This agreement is further evidence of the growing awareness and demand for privacy products amongst consumers and brands globally."

[mrnumpty] 13/7/2021 19:41

There’s a very interesting post about professional rampers on the ADVFN chat site for Tremor PLC . The post is by “ Dogsteeth “ today at 19.07 : ignore the first few words about someone called Sikhthetech , who has been “ annoying “ genuine investors - the latter part of the text is by an ex-professional ramper who explains what he had to do in order to manipulate share prices

[mrnumpty] 06/7/2021 10:17

Glad to see that my two posts here on 23rd June , together with the two posts at the same time on the LSE chat site by others , namely that the drop below £ 3.00 was not surprising and that there was no substantive issue relating to Kape itself which might have justified the drop , are being vindicated by the current bounce back in the share price . I hope that others seized that as a buying opportunity . However do your own research . Good luck all .

[rivaldo] 06/7/2021 09:26

Nice bounce continuing today. The H1 trading update was on 21st July last year, so not long to go.

Given the "strong start" to 2021 per the late May AGM statement the update will hopefully reinforce the positive sentiment here.

[malcolmmm] 26/6/2021 09:08

Best to wait for a drop in the share price then buy as it always seems to bounce back from lows. 330p soom I think as they acquire add-ons

[valueye] 25/6/2021 11:04

@mrnumpty - interesting comments, thanks for highlighting.

Does anyone see KAPE as a buy-out or acquisition target?

What is Teddy Sagi's exit strategy here? How does he monitise this?

Could this eventually be a Sophos-type target? (which was acquired at ~23x cash EBITDA)

Interested to hear anyones thoughts on this.

[mrnumpty] 23/6/2021 18:10

Glad to see that , on the LSE chat site for Kape , the two comments today agree that the downward price move to below £ 3.00 is a tree shake and top-up territory . Even at £ 3.30 this was hardly expensive . Also , in a recent RNS , Kape stated that the monthly increase in new customers was ACCELERATING . To me , that translates as an exponential increase in customers . If I had spare cash I’d be watching now with the intention of buying soon , but do your own research .

[mrnumpty] 23/6/2021 14:20

No surprise whatsoever that this has been pushed below £ 3.00 : once the price started to drift down from its recent peak of about £ 3.30 , I felt the dear market makers would push it below £ 3.00 in order to break an evident stop-loss level which would have been set by many private investors , thereby setting off a flurry of sales . I’ve no idea of what the price will be in the immediate future , but I’m a be long-term holder , not a trader , and I foresee a much better price in a year or two . Good by luck all .

[tom89] 23/6/2021 12:52

MMMM, and what makes you think that?

[malcolmmm] 23/6/2021 09:28

Bought some this morning as am thinking that there will be an acquisition before long

[valueye] 22/6/2021 10:53

Just starting to look at this name, having also looked at Avast recently.

Opinion seems to be really divided on KAPE - fundamentals seem positive, but a question over governance/ownership ?

Interested to hear anyone else's thoughts on this name.

[tole] 21/6/2021 21:50

https://www.fool.co.uk/investing/2021/06/19/2-uk-shares-including-a-ftse-100-stock-id-buy-in-my-isa-in-july/A top UK share for the digital revolutionI think buying Kape Technologies (LSE: KAPE) could be another good idea for July. Cyber attacks continue to rise at an alarming rate so I expect demand for the IT security expert's services to keep soaring.Research by Atlas VPN shows the scale of the challenge facing businesses in the post-coronavirus era. This shows that 78% of cyber security professionals globally have witnessed an uptick in Internet attacks during the past year. Meanwhile, companies that have been affected say that they have endured an attack on average 2.35 times in the past 12 months.Atlas VPN says that the number of attacks has risen due to the growing popularity of home working. This is likely to provide UK tech shares such as Kape with plenty of opportunity in the years ahead as more and more companies migrate to flexible working models. This explains why City analysts think annual earnings at Kape will surge 84% in 2021 (incidentally they predict a 16% year-on-year rise at Croda International, too). Of course there are perils facing the cyber security giant in the near term and beyond. It doesn't have the resources of industry giants like Microsoft. A high-profile failure of its systems could also significantly damage profits later down the line. But right now I still think the UK information technology share is an attractive stock to buy for my ISA in July.

[weatherman] 18/6/2021 16:49

12p down at close ?

[ayl30] 18/6/2021 15:25

See also Darktrace and it's price in last week