Kape Technologies Share Discussion Threads

[basem1] 24/2/2022 11:44

Apologies that came across a bit tardy I tried to delete my post The guy on cnbc was saying it was a once in a generation buying ppp for the cyber stocks

[basem1] 24/2/2022 11:40

You only have to look at the charts of the 4 I mentioned to know that they are. Come on fella do your research

[adamb1978] 24/2/2022 11:34

"The whole cyber sector is currently out of favour".

Not really sure about that - FTNT (which I hold) traded on something like 60x FY23 earnings and others at similar levels. They've been a lot more resilient that other tech companies recently, partly due to being profitable - I wouldnt say that they're out of favour at all

[basem1] 24/2/2022 10:24

Seems to be filling orders here

[basem1] 23/2/2022 19:56

I think ZS was his favourite after recent glowing numbers

[basem1] 23/2/2022 19:55

Thanks Tole There has just been a piece on CNBC about the sector specifically The whole cyber sector is currently out of favour. The guy they interviewed said it was one of those once in a decade misvaluations where he believed the market had got it completely wrong His favourite names are CRWD PANW TENB and ZS

[tole] 23/2/2022 17:49

https://www.fool.co.uk/2022/02/23/buy-the-dip-a-cheap-uk-share-id-buy-to-hold-to-2030/Buy the dip! A cheap UK share I'd buy to hold to 2030Royston Wild | Wednesday, 23rd February, 2022 | More on: KAPEArrow descending on a graph portraying stock market crash Image source: Getty Images.The growth of homeworking and e-commerce since the Covid-19 outbreak has supercharged the opportunities for cybercrime. An explosion in hacking and fraud has, in turn, driven demand for online security through the roof. Software maker Kape Technologies (LSE: KAPE), for instance, saw organic sales rise 5% in 2021 as individuals and businesses invested in better protection.Reflecting this fertile environment Kape Technologies' share price has risen a handsome 61% during the past 12 months. Yet the tech firm has been on the backfoot more recently and, at 318p per share, it was recently trading at a hefty discount to December's record of 455p. I think this represents a terrific buying opportunity.I'm not just thinking Kape Technologies will thrive as flexible working methods become commonplace and online shopping expands strongly. A steady rise in state-sponsored cyber attacks is another reason why I expect sales of its software to soar.It's not just governments and critical infrastructure that are in the crosshairs of such attacks. This week Britain's National Cyber Security Centre urged all organisations to bolster their cyber defences following the crisis in Eastern Europe, citing a "historical pattern of cyber attacks on Ukraine with international consequences." The increasingly turbulent geopolitical landscape - and the massive sums countries are now spending on their cyber capabilities - means that the internet is likely to become a much more dangerous place for organisations. All this means that demand for Kape Technologies' products could continue growing strongly. Expanding for growthIt's true that Kape faces massive competition from major US software players like Microsoft and NortonLifeLock, to name just a couple. But I like the steps the business is taking to expand its services and take the fight to its rivals.Last March the business completed the transformative acquisition of information provider Webselenese for a shade under $150m. This business helps consumers navigate the complex world of web security with its product comparison websites and has a global readership that exceeds 100m.And in December Kape acquired industry rival ExpressVPN for a cool $936m. This move gives the company considerably more scale (with some 6.5m paying subscribers) and exceptional cross-selling opportunities. It also brings one of the industry's biggest names under Kape's wing.Pleasingly Kape's excellent cash generation means that it should have the capability to continue investing for growth through more acquisitions as well. Latest numbers on this front showed adjusted operating cash flow leapt 66% year-on-year to $14.6m between January and June 2021.A top UK share to buy todayAs I said at the top, the share price has fallen sharply in 2022. And it's my opinion that this could make the tech giant too cheap to miss.City analysts think Kape's earnings will jump 57% in 2022. This leaves the software giant trading on a price-to-earnings growth (PEG) ratio of 0.2. Any reading below 1 suggests that a stock could be undervalued by the market, according to investing theory. This is a cheap UK share I think would be a brilliant buy for me right now.One Killer Stock For The Cybersecurity SurgeCybersecurity is surging, with experts predicting that the cybersecurity market will reach US$366 billion by 2028 - more than double what it is today!And with that kind of growth, this North American company stands to be the biggest winner.Because their patented "self-repairing" technology is changing the cybersecurity landscape as we know it...We think it has the potential to become the next famous tech success story.

[basem1] 23/2/2022 14:44

Cyber security shares should be doing well given the Ukraine backdrop at present Surprised there is no follow through here. Folk maybe see KAPE as a pure tech play which I believe is a misconception

[rivaldo] 23/2/2022 14:17

Been away on hols, and surprised to see the share price at these levels.

Both Shore Capital and Progressive forecast around 41c EPS this year. That's just over 30p EPS - which at 326p leaves KAPE on a current year P/E of only 10.8.

Bargain time imho.

[johnwise] 22/2/2022 10:34

Bought 71 pence 17 /9/19... Sold £3.74 19/01/2022 Director sold..

[km18] 21/2/2022 18:22

...from last year...

KAPE plc published interims for the 6 months to June 2021. More bumper numbers from the digital security and privacy software business. Revenues up 61.9% to $95.5m, up 27% on a pro-forma basis. Adjusted EBITDA up 75% to $28.7m, fully diluted adjusted EPS up 70%. Also this month announced the $936m acquisition of ExpressVPN, one of the world's leading pure-play providers of digital privacy and security. The business is growing robustly both organically and via acquisition and still has a lot more potential. BUY....

...from WealthOracleAM

[johndoe23] 16/2/2022 10:34

Yes, flurry of buying upon the Bell, as though it had been tipped somewhere

[basem1] 16/2/2022 09:03

That was a short lived rally Only around 20 or so people bottom fishing. Very disappointing indeed Just no interest at present

[basem1] 15/2/2022 14:28

65000 or so bought there in the last hour or so Managed a further 5000 at 312.25

[basem1] 15/2/2022 12:07

I've been surprised by the lack of interest in it down at this level, there was a bit of a buying frenzy on the 2nd at 375 upto 390 Maybe the Ukraine situation is putting people off and waiting for further support at £3 Surprised it's down here though

[johndoe23] 15/2/2022 11:59

What would you say is the reason for the drop? Usually, I can understand it when a share falls, but not here. Yes, directors sold but Unikmind picked them up. Recent trading statement was positive, guess most are now waiting to see if 300p is breached...

[basem1] 15/2/2022 11:54

Friendless now but buyers will be all over it at 345p on the way back up Always the case I'm going to add again shortly

[johndoe23] 15/2/2022 11:45

Was 450p on 31/12/21. Incredible. No buyers around either

[basem1] 15/2/2022 11:39

It's friendless at present

[johndoe23] 15/2/2022 11:28

Markets bouncing and still dropping here

[basem1] 14/2/2022 16:18

Been some money or profits lost here lately, me Included. I have tried to catch the knife a few times. Surely we must be close now to the bottom on both a fundamental and technical basis

[johndoe23] 14/2/2022 09:15

Unbelievable drop really. My add a couple of weeks ago is now looking very ill judged

[blackfinance] 14/2/2022 08:56

Looks like somebody has it in for Kape at the moment! Could be £3.00 on the cards.

[gswredland] 11/2/2022 14:21

Looking to add now although still under a lot of selling pressure. Crazy

[rivaldo] 11/2/2022 12:36

At 342.5p, and given Progressive's forecast of 41c EPS this year, i.e around 30.3p EPS, KAPE are now on a current year P/E of only 11.3, which in this sector is ridiculously low.

Profit-taking is understandable, but even in this poor market overall the pullback is now overdone imho.