Kape Technologies Share Discussion Threads

[rivaldo] 17/9/2019 07:35

Good results, and in particular very bullish looking forward - the use of the word "very" together with confident is a subtle indicator, as the wording of these RNS's is usually considered pretty carefully:

"The board remains very confident in delivering growth in the full year 2019 and in the years to come, in-line with market expectations"

KAPE have £30m cash against a £105m m/cap, so the net £75m EV plays an annualised $11.6m EBITDA (the forecast is actually $14.2m) - and this with no growth built in at all, which is obviously too conservative.

The growth in retention and subscriber numbers is great to see, and the transition to SaaS is going well.

There have been a number of profit warnings elsewhere this morning in AIM companies. Given its strength (Balance Sheet and otherwise) and cyber-security presence and potential, KAPE appears to be one of the safer options on the market, as well as offering much growth potential.

[tomps2] 17/9/2019 07:33

KAPE H1 19 results webcast with CEO & CFO



A strong first half.

[igoe104] 17/9/2019 07:16

PI world video.

[ayl30] 17/9/2019 07:16

Have held this for some time and pleased to see results coming through. More growth to come by the looks of it

[bramcych] 17/9/2019 07:14

Outstanding results! This is hugely undervalued. Simon Thompson will set this racing.

[igoe104] 17/9/2019 07:12

Fantastic set of results, it just shows how crazy markets can get.

strong period marked by international expansion and organic growth driving a rise in profitability:
o Revenues(1) increased 24.2% to $29.9 million (H1 2018: $24.1 million)
o Strong growth in recurring revenues to $21.2 million, an increase of 301.5% (H1 2018: $5.3 million)
o Adjusted EBITDA(2) up 21.3% to $5.8 million (H1 2018: $4.7 million)
o Robust balance sheet with cash of $36.4 million as at 30 June 2019 and no debt
o Increase of 14.9% in Adjusted Earnings Per Share(3) to 2.5 cents (H1 2018: 2.2 cents)
o Deferred income increased to $10.9 million (December 2018: $9.5 million)
-- On track to meet full-year expectation

[dround87] 16/9/2019 19:37

Good luck tomorrow everyone. Chin up limay!

[tygarreg] 16/9/2019 12:40

At last it's stopped going back down. Fingers crossed for the morning.

[mfhmfh] 16/9/2019 11:44

High volume before results tomorrow..

[dround87] 16/9/2019 10:48

That 125k has cleared some of the cobwebs from last week. Good to see.

[dround87] 13/9/2019 15:48

Maybe Google stop loss while you're at it.

[dround87] 13/9/2019 15:46

Ah here he is! Sell 'em limay. You're not going to see break even at 120 anytime soon. Best not to have to look at a loss like that every day don't you think? Can't be good for your mood.

[limay] 13/9/2019 15:39

I love the talk your position mentality. Ask yourself given all your positive musings why the stock is a dog.

[dround87] 13/9/2019 15:23

Someone certainly thinks so. The second highest volume day in nearly three years occurred in August and it was sparked by some massive buys. But my March/April target remains. Don't think there will be anything particularly surprising in Tuesday's results.

[igoe104] 13/9/2019 15:11

Should see a substantial bounce here over the next week or so, from these ridiculous levels. nowt wrong with this company, just distressed sellers forcing the price down. tempted to add but already hold a large holding.

[dround87] 13/9/2019 13:56

Welcome! My feelings exactly. share price might be down but we're not looking at an ailing company. Underwhelming volume ahead of results. Suspect we'll be waiting a bit longer for aquisitions and some significant profits to raise up the share price. But looking stable, secure and in control while we wait. I'm sure tips will be updated following results which should help in the short term. I'll definitely sell some on an ST tip and rebuy once the hype dies down though. Bring down the average a bit.

[robsy2] 13/9/2019 10:25

I've bought a few. Following ST really. The share price action is a bit weak here and maybe is a bit behind the curve of operational progress. The accounting looks fairly clean, the products are well regarded , they seem to have a game plan and are executing well as far as I can work out.The quality of the earnings should increase and their digital marketing background seems to be helping them build the business up quickly. They have cash to buy more complementary products and the know-how to monetise them.
Newsflow ought to be good going fwd as well.
Fingers crossed for next week and further news that can drive the the share price back towards the high of a year ago.

[dround87] 09/9/2019 11:35

Bid and offer screwed up again. Majority of trades are blue today.

[dround87] 06/9/2019 20:32

Results Tuesday after next. Would like to see some volume occurring really next week. Let's see...

[dround87] 29/8/2019 18:52

Interesting week. I reckon lack of any news and lower volumes confirm the theory that Minton (or whoever) finished up. Assume what trades there were was profit taking.

[dround87] 26/8/2019 22:17

Let's hope

[sev22] 26/8/2019 21:02

I am not expecting much profit taking. Based on the price movement over Thursday and Friday I think there could be some imminent positive news.