Kape Technologies Share Discussion Threads

[tallprawn] 30/7/2019 08:22

Very nice update this morning - I’m surprised the MM’s haven’t marked it up more to be honest. There’s surely a case for this moving back to up to the 100p area and consolidating around there now.

Simon Thompson likes this share - It’s probable he’ll issue an IC update on this at some point in the next couple of days. That should help to boost the share price nicely.

[nw99] 30/7/2019 08:08

Looking good

[igoe104] 30/7/2019 07:37

Excellent trading update, just shows how weird the market can be at times. if you have the wrong investors onboard who want to sell whatever the circumstances, the S/P will suffer. regardless of the companies fortunes.



"We continued our rapid progress into 2019, with high double-digit growth in Adjusted EBITDA coupled with the increased importance of our products to our customer's digital lives and a broadening of our R&D capabilities. The Group is better placed than ever to take market share and generate significant ongoing value for all stakeholders. We remain confident that our ongoing investment in people and products will continue to ensure Kape remains at the forefront of the burgeoning digital privacy and security arena."

[dround87] 30/7/2019 07:30

H1 2019 revenue is expected to be c.$29.6 million (H1 2018: $24.1 million from continued operations), representing an increase of 23.9% driven by growth in sales of Kape's suite of digital privacy products, with all revenues collected in advance and recognised along the contract period. H1 2019 Adjusted EBITDA(1) is expected to be c. $5.8 million (H1 2018: $4.1 million from continued operations), up 40.2%.

[ayl30] 30/7/2019 07:29

Results are most encouraging, obviously there is a confident feel that shows through. Margin improvement shows they have a good grip on manufacturing and pricing

[dround87] 30/7/2019 07:07

That's acceleration in both revenue and ebitda from the previous set of results. Let's see how that plays out in the numbers then.

[limay] 29/7/2019 16:24

Yes its a limited model. But at least they have the cash to get in at the sharp end

[waterloo01] 29/7/2019 16:12

The numbers will be interesting, but suspect margin pressure, partly because they have been heavily discounting 3 year subs (so assume can only take in 12 months money over three years), and partly server costs and customer service (which will be much more active if the streaming services keep dropping out or become unavailable.

If ultimately the use of VPN's is only about privacy, then I think the business model is in trouble.

[limay] 29/7/2019 15:52

I’m invested Tina decent amount of these. They are solid. Cash sales. Reasonable product. That’s the key. It’s not crema de la Crema. If it was they would have serious corporate and more importantly govt clients. They don’t. This needs to merge with a top 5

[dround87] 29/7/2019 14:38

Agreed. It's a risk factor. Although there's always the question of whether a big international like Netflix really want to lock themselves down to that extent or whether they're cranking the handle just to keep up appearances. VPN users accessing the US service from outside of the US must make up a fair old chunk of their subscription base. I'm thinking South America, Europe and Asia. In any case there are plenty of other reasons why someone would use a VPN which are significant drivers of growth and the competition has the exactly the same problem. Cyberghost are pretty good as far as it goes.

[waterloo01] 29/7/2019 13:42

Maybe but an issue for a UK subscriber, I guess of any VPN in that they are always playing catch up. If Netflix gets as sharper, one of the key reasons to have a VPN (privacy aside) is rather diminished.

It will surely be a drag on growth prospects

[dround87] 29/7/2019 13:06

Although Cyberghost and Avast both have servers dedicated to subverting the blocking methods used by these sites and are broadly successfully. It's a constant battle. The VPNs will be blocked one minute and then crack through again the next. There are sites out there dedicated to monitoring which VPNs are able to access what at any given point in time. Cyberghost has a very good record in my opinion, especially with Netflix US which is the big one driving the industry as far as private individuals are concerned. It's had a good record on the UK service too.

[dround87] 29/7/2019 11:26

Hopefully soon. We're a little past what I hoped the turn point would have been. Graph not looking so great today. Confident the update will be good though.

[wynmck] 29/7/2019 11:17

yes co. confirmed would be issuing one,just didn't say when

[dround87] 29/7/2019 06:34

Expected last week. No confirmed date.

[hatfullofsky] 29/7/2019 00:28

Sky, BBC, ITV now recognise VPN addresses, Avast has the same issue.

[hatfullofsky] 29/7/2019 00:25

Hopefully this week

[ali47fish] 28/7/2019 08:58

is there going to be an update? when?

[dround87] 24/7/2019 12:28

Wrong board sorry. Sold my fevertree flutter yesterday morning.

[dround87] 24/7/2019 12:26

FYI we're now past my sell price from yesterday. Yet again fevertree leaves me scratching my head. Best I stay away from this one!

[dround87] 23/7/2019 11:17

Big buy just gone in I reckon. 35k shares.

[dround87] 23/7/2019 10:36

I'm hoping for the update tommorow. I don't like Friday RNS.

[dround87] 23/7/2019 09:09

Dont worry. I'd struggle to care if I was sitting on the kind of loss you're clinging on to!

[crowyogapose] 23/7/2019 08:39

dround8723 Jul '19 - 08:10 - 646 of 648
0 0 0
Added 6 grand this morning. Reported as sell.



nice