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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
  -8.00 -4.41% 173.50 172.00 175.00 181.50 173.50 181.50 227,867 16:26:03
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
49.8 2.1 1.1 152.9 268

Kape Technologies Share Discussion Threads

Showing 676 to 700 of 1525 messages
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DateSubjectAuthorDiscuss
30/7/2019
11:08
Sorry, make that one year chart performance not three years.
astralvision
30/7/2019
11:07
Thank you rivaldo, the stats look attractive.Surprised to see the shares have dropped back recently and the charts over the last three years would seem to indicate the company has not done so well.I guess there lies the opportunity.
astralvision
30/7/2019
10:34
N+1 Singer leave their forecasts (revenue and otherwise) unchanged at 6.8c EPS this year, rising to 9.3c and then 12c EPS. They see $35.8m net cash at this year end. They see the EV/ Dec-19E sales multiple of 1.6x as "attractive for a company delivering an increasing proportion of high-quality recurring revenues", and they see a re-rating towards 2.5x-3.0x, so very attractive upside. They also see an H2 weighting of revenues due to Q4 seasonality and high growth in data privacy subscriber numbers/recurring revenues.
rivaldo
30/7/2019
10:05
If it's all going so well why is the broker reducing revenue forecasts for this year and next? Seems strange?
astralvision
30/7/2019
09:51
Go figure this out!
tygarreg
30/7/2019
09:33
Progressive Research posted on Kape Technologies Plc (KAPE)this morning. Strong trading reflects drive and investment. * Kape Technologies has enjoyed another strong half year of trading driven by growth in sales of its suite of digital privacy products. The update for the six months ended 30 June 2019 states that revenue is expected to be around $29.6 million for the first half with Adjusted EBITDA of around $5.8 million. EBITDA growth is running ahead of that of revenue and it is also ahead of our full year expected growth rate as the Group continues to benefit from its customer acquisition strategy and new product initiatives. The update notes Kape’s continuing commitment to investment in its people and products. Recent notable successes of Intego in exposing two Mac security threats have brought enhanced appreciation of the Group’s brand and capabilities. Kape recently updated the market on this and on ZenMate’s new products. We note the strong H1 performance and respective growth rates for revenue and EBITDA in relation to our exacting full year expectations. Assuming higher EBITDA margins, we leave Adjusted EBITDA estimates unchanged while reducing revenues by 7% and 6% for FY 2019E and FY 2020E respectively.
sev22
30/7/2019
08:41
Agreed - an excellent update all round. With 6.9c EPS forecast this year, rising to 9.8c for next year - and with almost a third of the m/cap in $40m net cash - KAPE looks very good value indeed, especially at current translation rates with the pound going lower and lower.
rivaldo
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.
tallprawn
30/7/2019
08:08
Looking good
nw99
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."
igoe104
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%.
dround87
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
ayl30
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.
dround87
29/7/2019
16:24
Yes its a limited model. But at least they have the cash to get in at the sharp end
limay
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.
waterloo01
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
limay
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.
dround87
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
waterloo01
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.
dround87
29/7/2019
11:17
yes co. confirmed would be issuing one,just didn't say when
wynmck
29/7/2019
06:34
Expected last week. No confirmed date.
dround87
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
hatfullofsky
28/7/2019
08:58
is there going to be an update? when?
ali47fish
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