Kape Technologies Share Discussion Threads

[death by donut] 18/6/2022 08:37

Anyone find out why the jump yday?Not complaining tho.DbD :-)

[gswredland] 17/6/2022 14:39

Just been tipped in the last few hours?

[rivaldo] 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:

[igoe104] 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..

[lsoc85] 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.

[gswredland] 10/6/2022 20:50

Fingers crossed gleach
I can't see things being very different to 22nd March

[gleach23] 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

[cravencottage] 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

[gswredland] 09/6/2022 16:41

Interesting gleach. Thanks for sharing that. Be interesting to see what next week brings

[gleach23] 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

[igoe104] 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.

[wynmck] 24/5/2022 14:16

AGM date 16 June-probably a t/s with it.
Presenting at Mello tomorrow or thursday

[tole] 16/5/2022 17:44

https://masterinvestor.co.uk/equities/small-cap-catch-up-kape-itim-and-hsp/Kape Technologies (LON:KAPE) – cross-selling opportunities aboundI consider that the share price of this digital security and privacy software provider does not reflect its significant potential.In the last few years, it has grown very substantially through both its organic and its acquired expansion.It now has over 6.5m paying subscribers for its services.Through that rapidly built-up platform the group is an excellent example of scalability.Its prospects for cross-selling its various products and services expand massively as the group pushes its growth strategy.And that market widens as the company and its various subsidiary operations develop and present new features for its products.The customers of the group's recently acquired ExpressVPN, the premium digital privacy and security player, for which Kape paid $936m, are being targeted with Kape's other products and services.ExpressVPN is an excellent fit into Kape's business and has taken the latter into scoping the virtual private network's 3m plus subscribers, some 40% of whom are based in North America.Kape was already global, but ExpressVPN has really boosted its marketing opportunities.This group will not stand still, it seems, and it is a fabulous money-machine.The company's NOMAD and joint-broker Shore Capital Markets last week noted that the group is now introducing several new features to its ranges, including: Threat Manager, a privacy protector; Parallel Connections, which optimises VPN connection time; and Keys, which is a password manager for applications.Shore analyst Martin O'Sullivan estimates that revenues will increase this year to end December from $230.5m to $617.8m, with adjusted pre-tax profits more than doubling to $151.0m ($72.8m), helping to pump up earnings from 23.1c to 40.6c per share. That latter improvement was despite the massive equity dilution from the ExpressVPN deal.For next year O'Sullivan goes for $697.3m of sales, $173.5m profits and 46.5c per share in earnings.Those estimates convince me that I am right in stating that the shares of Kape Technologies are really quite attractive at the current levels, with its shares at 344p, which is a clear 100p lower than they were trading at in January this year.I expect to see the next Trading Update in early July, by which time the shares could well be a lot higher.

[melloteam] 15/5/2022 22:04

Mello2022, the popular three-day Investor event takes place on 24TH-26TH MAY at the Clayton Hotel & Conference Centre, Chiswick, W4. The breakdown of the three days is as follows:

Tuesday 24th May, 9am - 6pm - Mello Investment Trusts and Funds (WE ARE GIVING AWAY 20 FREE TICKETS TO THE TRUST AND FUNDS EVENT - THE FREE CODE IS FIRST20TF)

Wednesday 25th & Thursday 26th May, 9am - 6pm - Smaller Growth and Mid-Cap Companies

Just to let shareholders and prospective investors know that KAPE TECHNOLOGIES will be among the 60+ LSE Small Cap and AIM listed companies attending. There will also be keynote speakers such as Lord John Lee, Andy Brough, Rosemary Banyard, Clarke Carlisle and Gervais Williams.

Tickets for 1 day are £115 and tickets for 2 days are £189. To get 50% off, use code MMTADVFN50.

For more information, please visit the event webpage:

[davidosh] 12/5/2022 11:09

Mello2022, our annual flagship two day smaller growth company event will be returning to the popular Clayton Conference Centre in Chiswick, London W4 on Wednesday 25th May and Thursday 26th May.

Just to let shareholders and prospective investors know that Kape will be among the 60+ LSE Small Cap and AIM listed companies attending. There will also be keynote speakers such as Lord John Lee, Andy Brough, Leon Boros, Clarke Carlisle and Gervais Williams.

1 day tickets are £115 and 2 day tickets are £189. However they are available at half price to shareholders so to obtain 50% off just use code MMTADVFN50.

For more information, please visit the event webpage:

[rivaldo] 12/5/2022 09:25

FYI Shore Capital have issued an update note today reflecting the new products announced today, but also picking up on the cybersecurity sector comment:

"We note that KAPE also highlights that the cybersecurity sector is "delivering its strongest quarter on quarter growth to-date,and so the new privacy and security solutions could be said to be hitting the market at an opportune time".

For this year they forecast 40.6c EPS, rising to 46.5c EPS next year, i.e 37.6p EPS - a P/E of just 9.1.

[adamb1978] 12/5/2022 07:59

"hopefully reflects KAPE hinting as to the strength in current trading:"

Yes, I was reading the announcement waiting for that punchline at the end!!

[rivaldo] 12/5/2022 07:26

It's good to see the variety and number of new digital security and privacy products being introduced by KAPE in today's announcement.

But just as interesting is the following, which hopefully reflects KAPE hinting as to the strength in current trading:



"The launch of a number of highly innovative new products, in addition to enhanced features on existing solutions, is closely aligned with significant demand across the digital privacy sector. With the cybersecurity sector delivering its strongest quarter on quarter growth to-date, Kape continues to be firmly focused on delivering best-in-class privacy and security solutions that safeguard consumers' digital lives".

[death by donut] 05/5/2022 13:08

Thanks RivDbD

[gswredland] 05/5/2022 10:02

Thanks Rivaldo.
Just added on this dip

[rivaldo] 05/5/2022 09:57

Nice rise today. KAPE's AGM trading statement must be imminent - last year's was on 20th May. Presumably we'll get a Notice of AGM soon.