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KAPE Kape Technologies Plc

285.00
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
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
  0.00 0.00% 285.00 279.00 285.00 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Kape Technologies Share Discussion Threads

Showing 2801 to 2822 of 3675 messages
Chat Pages: Latest  123  122  121  120  119  118  117  116  115  114  113  112  Older
DateSubjectAuthorDiscuss
17/11/2021
08:45
Already a holder , but thanks anyway
;-))

Richard

dicktrade
17/11/2021
08:26
If you are looking for another company where Slater Holdings have dramatically upped their stake, from 5.74% to 11.17% check out Jubilee Metals (JLP). RNS update out today.
bbluesky
12/11/2021
18:14
Yes excellent to see that
gswredland
12/11/2021
15:42
That's around 75% of shares held by II's now!
texaspete2
12/11/2021
15:35
Excellent news.

Marketscreener has Slater Investments with 6.04m shares. He now has 15.015m shares, so has added around 9m to get to 5%.....

Slater's already stated his participation in the placing, but the RNS states he crossed the 5% threshold yesterday, so he's evidently been buying in the market as well:

rivaldo
12/11/2021
15:31
Excellent news to see Slater investments buying at this level. I don't imagine they will stop buying at 5% either...
igoe104
12/11/2021
15:30
Yes very good sign, I've just added
texaspete2
09/11/2021
21:29
The Business section of today’s Telegraph reported that the antivirus firm McAfee “ has been snapped up by a private equity consortium for $ 14 bn ( £ 10.3 bn ) just over a year after it went public … a 21% premium to its share price before the offer was made …. McAfee’s swelling valuation comes as companies spend heavily on Cybersecurity amid a shift to remote systems and storing more information in the cloud “ .
mrnumpty
05/11/2021
10:07
Had a feeling this was starting to boil again
toptomcat
01/11/2021
22:52
Cheers Tole, Given the figures quoted, 600p is indeed an easy target assuming KAPE continue to deliver, and there's potentially a lot more upside if the valuation gap to its peers is closed.
rivaldo
01/11/2021
20:57
https://masterinvestor.co.uk/equities/another-look-at-kape-technologies/Another look at Kape TechnologiesBy Mark Watson-Mitchell 01 November 2021 5 mins. to readAnother look at Kape TechnologiesI am sure that readers will scoff at the way that I keep going on about annual recurring revenues (ARR), however I have little hesitation in once more bringing this particular company to your attention.Exactly what is Annual Recurring Revenue?Annual recurring revenue refers to contracted revenue, normalised on an annual basis, that a company expects to receive from its customers for providing them with products or services.Essentially, annual recurring revenue is a metric of predictable and recurring revenue generated by customers within a year. The measure is primarily used by businesses operating on a subscription-based model.Annual recurring revenue is considered one of the most important metrics for subscription-based companies. The metric offers some crucial applications for a company: – it quantifies the company's growth; helps to evaluate the success of the business model; and then construct forecast revenue.The predictability and stability of ARR make the metric a good measure of a company's growth. By comparing ARRs for several years, a company can clearly see whether its business decisions are resulting in any progress.Similarly, ARR can be used by bankers, corporate financiers, investors and even potential predators, when assessing the real value of a business.Of course, not all businesses exist on subscriptions, nor even have regular income, so when ARR models are shown they do stand out significantly from the crowd.I also love to see 'insider trading'Perhaps not so much the insiders within a company management actually trading their stock, but more to see the decisions of those deep inside a business.Are they buying more shares? Have they been adding to their holdings to maintain similar per centage equity positions in expanding businesses where stock issues help the funding, or have they been selling off holdings to pay for tax bills or even divorces?So, when I see executive directors of a group topping up their stakes it always gets my attention.None more so than when company bosses already have equity control of a business that is fast-expanding through the issue of more shares.Big increase in his holdingJust such an example is Teddy Sagi, the Israeli-born owner of the Isle-of-Man registered Unikmind Holdings.The 50-year-old tech sector billionaire, who has six children, recently added to his massive equity position in the Kape Technologies (LON:KAPE) group. With Unikmind as the registered holder, he now has 187,442,335 shares in the company, representing 62.25% of its enlarged equity.That stake is up fractionally from 61.30%, which may only be a small increase but it still cost around £11m in the purchase.That has risen from almost 144.5m shares (65%) in December last year, which is even more impressive because of the $936m acquisition of ExpressVPN in September this year, with the accompanying $354m fundraising and share issue.It clearly showed that he has not lost any of his faith in the group's future success.But Sagi is all about success!This entrepreneur created, built up and AIM-floated Playtech, the world's leading online gaming software company. Having sold down his holding he no longer holds any shares in that company.Subsequently he built up SafeCharge, the AIM-listed online payment service provider, he sold that off in August 2019.Amongst many other investments Sagi also owns a significant global property portfolio that includes the majority of London's Camden Market, said to cover an 11-acre chunk of local real estate.What is the business?Kape is a leading 'privacy-first' digital security software provider to consumers.The group has a 'vision' of a world where people retain their security, anonymity, and freedom online.As more of our daily lives shift to the digital world, security and privacy have never been more important.Through its range of products, it focuses on protecting consumers and their personal data as they go about their daily digital lives.The group now has some 6m paying subscribers, supported by a team of over 430 people across eight locations worldwide.Through its subscription-based platform, Kape has rapidly established a highly scalable SaaS-based operating model, geared towards serving the vast global consumer digital privacy market.The group's retention rate is an industry-leading figure for a B2C (business to consumer) SaaS business – it is a very impressive 83%.It develops, acquires, and distributes a variety of leading digital security software products.The company believes in having the best products, supported by top teams developing world class technology to deliver a superior experience to a rapidly growing audience.The ExpressVPN springboardOver the last few years, Kape has been a quite active acquisitor of companies that not only fit in, but also help to significantly expand the group's product and service offerings.None more so than the latest ExpressVPN deal, which was a colossal move by the group.It is a very well-known and well-respected leader in the privacy and cybersecurity sector with over 3m paying subscribers globally, with some 40% in the US.It is a leading Virtual Private Network (VPN) provider with premium products aimed at the consumer marketplace.Its acquisition was really quite significant, creating an effective 'global powerhouse' in the digital privacy and security space.Broker's ViewAnalyst Martin O'Sullivan, at the 'house' broker Shore Capital Markets, estimates that the current year to end December will see the revenues rise from $122m to $199m while almost doubling adjusted pre-tax profits from $39m to $74m, worth 24.4c (13.5c) in earnings per share.For the next two years he sees $618m then $697m in sales, with profits coming in at $151m then $173m, and earnings of 40.6c then 46.5c per share for 2022 and 2023 respectively.Over at Progressive Equity Research, Gareth Evans sees fairly similar revenue, profits and earnings figures.However, he points out one massive 'bull point' for the group in the recent fundraising valuation for Aura, one of the group's US-based cyber sector peers.That company has just raised some $200m based upon a valuation of between 10 to 11 times its 2022 revenues. Kape is on around three times!My ViewKape Technologies is certainly all about successful, expansive and global subscriber growth.We will have to wait until the group's Trading Update is announced in January to see just how accurate the analysts have been in their current year estimates.I have been absolutely delighted with the group's share price performance since my first profile on the company in late December last year, having risen more than 134% in just over ten months.But I foresee that the shares, now 402.5p, have still further to rise, with 600p possibly being an easy aim in 2022.
tole
29/10/2021
06:57
The following article appeared in the Business section of yesterday's Daily Telegraph . I know nothing about the company , Softline , and I only post it here in order to increase our knowledge of competitor companies , so do not take it in any way as advice to put money in to the company . Anyway , the article was titled " Russian IT firm launches $ 1.5 bn listing in London amid rapprochement with Putin " . It states " A Russian IT company is floating in London for $ 1.5 bn ( £ 1.1 bn ) as relations between Moscow and the City thaw in the wake of talks between Boris Johnson and Vladimir Putin . Softline , a software and cyber security vendor headquartered in London and founded by Russian entrepreneur Igor Borovikov , issued its shares at a final price of $ 7.50 , the lower end of its planned range , raising around $ 400 m . Mr Borovikov , 56 , founded Softline in 1993 with 10 staff , shortly after completing a PhD at St Petersburg's Academy of Sciences . He is now the company's chairman and has grown the business to 6,000 employees . The float , split between London and Moscow , will leave Mr Borovikov sitting on a fortune worth hundreds of Millions of pounds . Before the deal , he owned 78 % of Softline's shares , although this will be diluted by its share offering . It comes after the Prime Minister hinted at thawing relations between the UK and Russia following a phone call with Mr Putin on Monday . Softline is just the latest Russian company to take a tilt at London despite a row over the float of Russia's EN+ Group in 2018 , a firm controlled by Oleg Deripaska , one of Russia's wealthiest men who is under US sanctions . MPs alleged the City of London was ' turning a blind eye ' to Russian investments tied to sanctioned individuals and businesses " . Incidentally , I think that the last sentence relates to the floatation of EN+ on the FTSE back in 2018 , as it was claimed that it bypassed sanctions designed to prevent funds being to Russia .
mrnumpty
27/10/2021
20:27
Adam, you are right. KAPE would do well on Nasdaq. I wonder, though, whether the rather colourful business past of Teddy Sagi is what is holding him back from seeking a quote on Nasdaq, who have rather tough requirements on company directors. His company now owns about 62% of KAPE so it would be very easy for him to sell KAPE to some private-equity group, now offering very tasty prices for growing tech companies.
galatea99
27/10/2021
13:42
As much as I dont like seeing UK(ish) companies moving to the US, I fear that it would be far better for my wealth if Kape moved to Nadsaq rather than moving to the main market of the LSE....
adamb1978
27/10/2021
08:13
Cheers Galatea, beat me to it!

Aura have been valued at 10-11 times sales.

KAPE are valued at just 2-3 times sales.

And KAPE are on a P/E for the coming year of only 13.1 on the forecast 40.1c EPS.

That's a crazy differential in valuations, even allowing for just a portion of the differential let alone the entire upside of some 300%-400%.....

rivaldo
27/10/2021
07:14
Latest Progressive note on KAPE:

"We note that one of Kape’s peers, a US-based cyber security player named
Aura, has raised a significant sum ($200m) from a group of well-known
investors, at a valuation that appears to be c.10-11x revenue. We continue
to believe that Kape is well-positioned within the sector, and look forward
to further news as the group integrates the ExpressVPN acquisition.
▪ Aura fundraise details: Aura last week announced a fundraise of c.$200m
from a group of investors including Madrone Capital Partners, a number
of other tech/cyber security focused funds, as well as Warburg Pincus and
Accel. These names represent a group of well-regarded, largely specialist
investors that have strong track records of investing in technology
businesses in the private sphere.
Aura’s valuation is quoted at $2.5bn post-money ($2.3bn pre-money).
Based on annual revenues the company indicates as being “more than
$220m”, which we assume is a reasonably accurate current figure, this
would equate to around 10-11x sales.
▪ Degree of comparability and valuation metrics: Aura is a consumerfocused business that claims over one million customers, and offers a
range of products & services similar in many ways to Kape: identity theft
protection; password management; monitoring of financial transactions;
device and network protection (including a VPN product). A number of
these products are analogous to Kape’s. Given Aura’s focus and location,
it may be fair to assume that most of its customers are based in North
America,similar to Kape which has over 40% of its customers in the region.
As shown in the table below, Kape is currently trading on between 2x and
3x 2022E revenues (the first full year to include ExpressVPN revenue).
Kape’s sales multiples have been steadily rising over the years (from below
1x sales in 2017) as the business has matured and evolved, expanded its
SaaS offering, and built a clear and defensible position in the cyber
security space.
UK investors look to valuation criteria from multiple sources, with both
public and private market yardsticks relevant to their decisions. Equally,
activity in overseas markets is often considered, and for the cyber security
market the US clearly is a major barometer of sentiment and valuation.
The valuation read-across from this deal is clear, and despite its recent very
strong performance, Kape is still trading at levels well below sector peers"

galatea99
26/10/2021
18:42
Totally agree with you here davr0s. I don't think too many people care about those sites, even though I don't really abide by it all
mesteve
26/10/2021
18:42
Totally agree with you heredavr0s. I don't think too many people care about those sites, even though I don't really abide by it all
mesteve
25/10/2021
20:48
But this game is never about being right or wrong. There are endless people on BBs claiming to be right all the time but it's almost always guesswork. It's about making profit when stuff goes your way than what you lose when it doesn't.
davr0s
25/10/2021
20:13
Blackfinance - fair point, but the reason I repeated it is that no-one to date has disputed what I said. I'd be more than happy to engage in a fact-based debate- and be proven wrong. A fair argument for example might be : well, content marketing is well understood and investors don't care. What I can't understand is people blithely ignoring these red flags, or suggesting it doesn't matter, or just glibly dismissing it as BS. It's the ostrich syndrome, I guess.
bluntnib
25/10/2021
20:12
Rivaldo . Thanks for your informative reply . All the best
mrnumpty
25/10/2021
18:10
Yeah uptrend looks fine to me still. I'm riding this from a lot lower down and added. These kind of posts are just noise and best ignored. It comes from people who think they can call the top in an uptrend with consistency. If you back test thus stuff it has no expectancy - just BS
davr0s
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